Is AI×Crypto Overhyped?

On Ep. 64 of Tokenized, Simon Taylor, GTM @ Tempo and Cuy Sheffield, Head of Crypto @ Visa, are joined by Rob Hadick, General Partner @ Dragonfly and Tyler Moebius, CEO and Co-Founder @ SmartMedia Technologies to discuss their predictions for 2026.

Timestamps:

• 00:00 Introduction
• 06:12 Grading previous year's predictions on stablecoin and AI narratives
• 07:18 Skepticism on the near-term viability of AI and blockchain crossover
• 10:16 Visa stablecoin settlement to exceed $100 billion annualized by 2026
• 18:30 Tier two banks adopting closed-loop stablecoin settlement rails
• 22:09 Tokenizing loyalty programs versus creating merchant stablecoins
• 32:23 $1 billion in tokenized loyalty collateral by end of 2026
• 34:29 Regulatory clarity and competition in tokenized money market funds
• 41:00 $2 billion in annualized merchant stablecoin payment volume by 2026
• 48:30 5x growth in on-chain lending using tokenized real-world assets as collateral

Tokenized is sponsored by Visa

A world leader in digital payments, Visa is bridging the gap between traditional financial institutions and innovative blockchain networks, helping players in the payments ecosystem navigate the ever-evolving world of tokenized fiat currencies with confidence and ease. Learn more at visa.com/crypto.

Tokenized is presented by Bridge, a Stripe company.

Just like the internet made information global, stablecoins are making money global. And Bridge, a Stripe company, is the infrastructure powering that shift. Built for speed, scale, and simplicity, Bridge helps businesses send, store, convert, and spend stablecoins instantly, all without borders or having to navigate the complexities of crypto. Learn more at bridge.xyz

Tokenized is also presented by Centrifuge

With over $1 billion in total value locked, Centrifuge works with major institutional partners to tokenize and distribute their funds — and with capital allocators onchain to invest and manage yield. Through every crypto cycle, Centrifuge has been building — and today, it’s the market leader in tokenizing real-world assets. Learn more at centrifuge.io

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We’d also like to remind you that the views or opinions of our contributors today are their own and do not necessarily reflect those of the companies they are representing. Nothing we say should be taken as tax, financial, investment or legal advice, do your own research!

Music by Henry McLean