

$330 Billion Into Bitcoin, Tokenized Dollars Are Coming! | Caitlin Long
May 6, 2025
Caitlin Long, Founder and CEO of Custodia Bank, discusses revolutionary approaches to banking with blockchain. She emphasizes the upcoming $330 billion investment in Bitcoin by 2029 and the challenges of integrating tokenized currencies into traditional finance. Alongside Andrew Parish and Tillman Holloway from Arch Public, they dive into yield generation in crypto and the evolving landscape of stablecoins. They also explore the implications of regulation amidst political upheaval and strategies for Bitcoin accumulation and trading automation.
AI Snips
Chapters
Transcript
Episode notes
Politics vs Substance in Crypto Laws
- Political opposition to crypto legislation is driven by conflicts around Trump family's crypto involvement.
- Despite political noise, substantive consensus on stablecoin regulation exists in the Senate.
Banks Provide Par-Guaranteed Tokens
- Tokenized dollars issued by banks come with regulatory blessings and protections, unlike claims on dollars by non-bank stablecoins.
- Being closer to the Fed's par guarantee directly reduces the risk of stablecoins breaking par value.
First Permissionless Deposit Token Transfer
- This is the first deposit token transfer on a permissionless blockchain involving banks.
- This milestone sets an example for bridging traditional banking and crypto tokenization.