The Rollup

In this engaging discussion, Michael Egorov, co-founder of Curve and founder of Yield Basis, delves into innovative approaches to unlock Bitcoin's yield. He shares insights on the significant demand for Yield Basis, addressing impermanent loss in DeFi, and the surge in Curve USD's potential adoption. Michael explains modified ve-tokenomics that differentiate real yield from token rewards, and highlights the symbiotic relationship between Yield Basis and stablecoin growth. Get ready to explore the future of crypto liquidity!

Ran Goldi, VP of Payments at Fireblocks and a former blockchain payments startup founder, delves into the transformative potential of stablecoins. He reveals that $200 billion is flowing monthly through these digital assets, reshaping cross-border B2B payments. Goldi discusses plans for a 'SWIFT for stablecoins,' the increasing embrace of blockchain by banks, and the innovative idea of enabling reversible transactions in crypto. He emphasizes how Fireblocks is facilitating this shift and speculates on the future integration of digital assets into mainstream finance.

Joining the discussion are Michael Igorov, a DeFi whiz behind YieldBasis and Curve, and Laura Shin, a prominent crypto journalist and host of Unchained. They dive deep into the massive demand for YieldBasis's token, exploring innovative features like real yield options and community-focused economics. Michael also discusses adapting to Bitcoin's volatility and addressing safety in their rollout. Meanwhile, Laura shares her journey with creator tokens, examining monetization strategies and community feedback, making for a vibrant dialogue that interweaves finance and creativity.

Avichal Garg, a general partner at Electric Capital with a rich background in early-stage crypto investments, teams up with Mike Silagadze, CEO of Ether.Fi, a pioneer in crypto-native banking. They delve into the explosive growth potential of digital asset treasuries and how they could unleash billions into DeFi. Mike shares his vision of a crypto neobank with unique rewards, while Avichal discusses a fundamental asset selection strategy and predicts a future with thousands of crypto billionaires. Exciting insights into the evolving landscape of institutional crypto await!

Ran Goldie, VP of Payments at Fireblocks, dives into the nuances of stablecoin payments and the challenges facing banks in adopting blockchain technology. He highlights the immense $200B monthly stablecoin flows, driven by B2B cross-border payments and payroll. Meanwhile, John Camerado, founder of ZK Verify, shares insights about their mainnet launch, discussing ZK proofs in gaming and how they enable trustless verification in payments and trading. Together, they illuminate the future of digital payments and verification on decentralized networks.

Tarek Mansour, co-founder and CEO of Kalshi, shares insights on how prediction markets can revolutionize financial trading by pricing real-time truths. He discusses his journey from Goldman Sachs to legalizing event-based markets, emphasizing the potential of these markets for elections and cultural events. Tarek reveals plans to integrate cryptocurrency for transparency and liquidity, while envisioning predictive markets as a new media layer that quantifies public sentiment. His vision includes Kalshi as a core financial platform, empowering engagement across finance and media.

Emad Mostaque, founder of Stability AI, dives into the critical landscape of AI in this insightful conversation. He emphasizes the paramount importance of open-source AI while discussing the risks of corporate data harvesting. Mostaque also introduces FoundationCoin, a new economic model to support public AI projects. He shares his concerns about AI's existential threats and warns of a rapid transformation in the workforce over the next few decades, urging for proper safeguards to navigate societal upheaval.

Paul Faecks, the founder of Plasma, shares insights about his stablecoin-focused blockchain project aimed at revolutionizing finance. He discusses how Plasma's transparent launch strategy mitigated FUD, and highlights the exciting partnership with Binance, giving access to 280 million users. Paul also unveils Plasma One, a neobank designed to serve the unbanked, and explains how the $SPL token plays a vital role in their ecosystem. He acknowledges Tether's dominance and outlines Plasma's ambitious goal to power global commerce on stablecoin infrastructure.

Join Carl Vogel, a general partner at 6thMan Ventures, and Bhau Kotecha, an executive at Paxos Labs, as they delve into Tether's eye-popping $500B valuation. They discuss how stablecoins are evolving into powerful tech companies capable of democratizing finance. Discover the potential for AI agents to shape stablecoin dominance, the impact of stablecoins as collateral in U.S. derivatives, and the shifts in regulation concerning crypto innovation. Tune in for insights on the paths toward a trillion-dollar stablecoin supply!

Jesse Pollack, a builder focused on on-chain creator economies, explores the future of streaming and creator monetization. He discusses how Base flips the traditional platform tax for creators, promoting direct fan interactions. Jesse highlights the potential of creator coins and mini-apps to reshape media experiences and introduce new ways for creators to engage with their audiences. He argues that on-chain technologies empower instant interactions and foster stronger creator-fan relationships, paving the way for innovative capital markets.