DeFi Decoded

Join Alex Tapscott and Andrew Young as they decode the world of Web3.  Listen in as they discuss the current macroeconomic environment and its implications for the crypto market, four of the most positive fundamental trends in crypto, how stablecoins are creating new source of demand for U.S. government debt, the onchain gold and FX markets setting record highs in activity last week, the underlying economics for stablecoin issuers and their experience back in the zero-interest rate (ZRIP) era, the launch of the world’s first Solana ETFs in Canada, an update on the SX Network following its best month in history, and more.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest James Seyffart, ETF Research Analyst at Bloomberg Intelligence. Listen in as they discuss what’s happened with ETFs amid this past week’s market turmoil, the meaning of terms like ‘bearish but long’ and ‘Vanguard put,’ and how they relate to current investing trends, where most ETF flows are going, ETF trading volumes by asset class, key indicators to watch for gauging market sentiment, whether James sees any signs of market strain from the ETF lens, thoughts on new products that short leveraged ETFs, the influx of crypto ETF filings, whether the SEC will greenlight staking for crypto ETFs, the pros and cons of gaining crypto exposure through public corporation vehicles versus ETFs, the collapse in Grayscale’s Solana Trust premium and what it signals for SOL ETFs, how institutional investors are thinking about Bitcoin, the crypto market outlook for the second half of the year, the recent divergence between Bitcoin and crypto equities, and more.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest Daniel Lynch, Lead of MetaMask Card at Consensys. Listen in as they discuss the origin story of MetaMask Card, its evolution into Daniel’s full-time role, Argentina’s vibrant crypto developer ecosystem, his ambitious vision for self-custodial neobanking, innovative use cases for bringing offchain commerce onchain, how MetaMask Card enhances identity attestation, key corporate benefits it unlocks, their go-to-market strategy, the regions with the strongest adoption, their international expansion plans, and more.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest Michael Sonnenshein, Chief Operating Officer of Securitize. Listen in as they discuss the evolution of crypto regulations, Wall Street’s perception of public versus private blockchain networks, how Securitize selects blockchains to launch RWAs, the recently announced Converge blockchain by Securitize and Ethena, the key benefits of tokenization, why private equity firms are interested in tokenization, Sky’s $500 million allocation into BlackRock’s tokenized USD Institutional Digital Liquidity Fund (BUIDL), emerging RWA sectors with high growth potential, the impact tokenization will have on financial markets, tokenized investment accounts, and more.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest Anthony Day, Head of Strategy & Marketing of Midnight. Listen in as they discuss Anthony’s background and journey into the space, Portugal’s crypto scene, Midnight’s launch strategy and long-term vision, how Midnight works, its focus on building its own L1 ecosystem versus serving as a middleware layer for other chains, the three generations of smart contract platforms and where Midnight stands, why Midnight chose Cardano to be its partner network over others, the future of onchain privacy, the U.S. government’s evolving stance on crypto, and more.

Tom Dunleavy, Partner and Chief Investment Officer at MV Capital, shares his insights on the volatile crypto landscape influenced by macroeconomic factors. The discussion covers the impact of Trump’s tariffs on global trading and crypto markets. Dunleavy also dives into the promising trends in decentralized physical infrastructure networks and the potential intersection of crypto and AI. He offers predictions for Bitcoin, Ethereum, and Solana, alongside insights on the future of fair token launches and crypto fundamentals.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi with special guest Jelena Djuric, CEO and Co-Founder of Noble. Listen in as they discuss key takeaways from ETHDenver 2025, the fastest-growing sectors in crypto, Noble’s achievements over the past year, the launch of Noble Dollar (USDN) and how it differs from traditional stablecoins, the concept of composable yield and its significance, the potential for a synthetic digital dollar backed by a basket of currencies, the future of DeFi, and more.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi. Listen in as they discuss why Andrew remains bullish despite the recent brutal sell-off, a crash course on crypto fundamentals, the three key advantages of fundamental crypto investing over TradFi, valuable resources for analyzing standardized crypto metrics, the opportunity to invest in long-term compounders that return capital to tokenholders, a spotlight on Celestia and whether growth or economics should be the primary focus, the SEC’s dismissal of its lawsuit against Uniswap and its implications for the future of DeFi, current crypto market sentiment data, and more.

Leah Wald, President & CEO of Sol Strategies, and Max Kaplan, CTO, delve into the rapid evolution of Solana as a leading blockchain. Leah shares her journey from alternative asset management to crypto, while Max discusses his early days at Kraken. They explore the advantages of Solana’s high throughput and low fees, the sustainability of staking yields, and their strategic pivot toward decentralized trading. The conversation also touches on the competitive landscape, navigating regulatory challenges, and the promise of better blockchain investment options for traditional investors.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi with special guest Brian Mahoney, Co-Founder of Mezo. Listen in as they discuss Brian’s background and his work with Mezo and Thesis, why he proudly identifies as a Bitcoin Stoic, new Bitcoin use cases that have been unlocked by major technological breakthroughs, the various ways to earn yield onchain, the likely dominant yield product for the Bitcoin network, Bitcoin’s role in a multichain future, Mezo’s mUSD Bitcoin-backed stablecoin and its significance, the network’s biggest growth driver moving forward, Brian’s BTC price target for year-end, the positive impacts of Bitcoin’s onchain economy on network longevity, the latest on the civil war between innovators and maxis within the Bitcoin community, key differences in how Bitcoin miners operate in the East versus the West, and more.