We’re joined by a very special guest, Solana founder Anatoly Yakovenko for a wide-ranging conversation on crypto, tech, and what’s next. He breaks down the “punks, hoodies, suits” cycle, why AI is just a product while crypto is a movement, and how stablecoins are quietly driving global USD adoption. He shares his $1T stablecoin prediction, explains the Solana phone’s goal to challenge app store monopolies, and argues that crypto’s future lies not in mass adoption, but in serving a small group of high-value users.
Chapters:
00:00 Intro & Anatoly’s Backstory
03:20 Crypto’s Evolution: Punks, Hoodies, and Suits
07:00 Bitcoin, Meme Investing, and the Value of Ideas
12:00 Meme Coins: Infrastructure and Insanity
17:45 Why Build a Crypto Phone? Platform Wars Explained
24:00 Talent, Incentives, and the Crypto Dilemma
30:00 Stablecoins, Dollar Hegemony, and Global Finance
39:50 The Punks Are the Bankers Now
41:10 The Internet, Extremes, and the Death of Truth
49:00 Engagement, Incentives, and the Future of Platforms
52:20 Are the Punks Too Rich to Care?
54:30 Wrap-Up: Bold Predictions and Where Crypto Goes Next
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1) Sam Lessin: https://x.com/lessin
2) Dave Morin: https://x.com/davemorin
3) Jessica Lessin: https://x.com/Jessicalessin
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