Equity Mates Investing Podcast AI agents, stablecoins & the next big thing in crypto - Blake Cassidy | Bamboo
11 snips
Sep 8, 2025 Blake Cassidy, CEO of Bamboo and cohost of the Crypto Curious podcast, dives into the latest trends in the crypto space. He discusses the role of AI agents with crypto wallets and the staggering $27 trillion in stablecoin volume. Blake highlights how Bitcoin and Ethereum are gaining traction with institutional investors and the emergence of crypto treasury companies. The podcast also explores the regulatory shifts in crypto and how nation states might adopt Bitcoin as a hedge during financial crises.
AI Snips
Chapters
Transcript
Episode notes
Institutions Reshape Crypto Cycles
- Institutional adoption is driving this cycle and changes market behaviour compared with retail-led cycles.
- Institutions buy off-exchange and reduce volatility spikes seen in past retail-led blows offs.
Trump Family Crypto Raise
- Blake describes World Liberty Finance as a newly launched, highly centralised DeFi exchange tied to the Trump family.
- He reports the project raised $750 million and the family holds roughly $6 billion in tokens.
Crypto Treasury Gold Rush
- Hundreds of pitch decks are arriving seeking to become crypto treasury companies, creating fee-heavy variations.
- Many will use leverage and DeFi strategies, increasing systemic risk and likelihood of future regulation.