The Rollup The Rollup TV: Arc, CAP Money, Centrifuge, Hyperliquid
5 snips
Sep 10, 2025 DeFi Dave from CapMoney, a stablecoin protocol enthusiast, and Baji Illuminati, CEO of Centrifuge, a leading platform for tokenizing real-world assets, dive deep into the evolving landscape of cryptocurrency. They discuss the transformative potential of stablecoins, the integration of USDC on the Hyperliquid platform, and the competitive dynamics shaping the stablecoin market. Insights into CAP Money's impact on liquidity and the need for strategic investment in DeFi further enrich the conversation, painting a vibrant picture of the future of finance.
AI Snips
Chapters
Books
Transcript
Episode notes
Why Circle Built Arc As An L1
- Circle built Arc (an L1) to solve payments needs like instant finality, stablecoin gas, and configurable privacy.
- Nikhil argues specialized chains optimize payment workloads better than generic L2s for large-scale onboarding.
Build For Massive Onboarding Costs
- Design infrastructure for the scale you plan to serve; onboarding millions on a public chain can cost tens of millions.
- Build primitives (finality, stable-gas, privacy) so large partners can integrate without prohibitive costs.
Privacy Is Core To Onboarding
- Configurable privacy is a core requirement for large-scale consumer and B2B flows that can't expose balances publicly.
- Nikhil positions privacy as essential to onboard mainstream users and businesses to on-chain payments.
