The Rollup

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.

Jesse Pollack, product leader at Base focusing on creator monetization, discusses the exciting realm of mini apps and on-chain creator coins. Wyatt Lonergan from VanEck Ventures shares insights on fundraising trends in crypto, stablecoins, and the impact of fintech talent entering the space. Carl from Six Minute Ventures dives into stablecoin developments and on-chain credit opportunities. Lastly, Bo from Paxos analyzes USDH dynamics and the evolution of stablecoin issuance, hinting at future innovations in institutional finance.

Carlos Domingo, CEO of Securitize, is a pioneer in the tokenization of real-world assets. In the discussion, he highlights how the RLUSD partnership provides instant liquidity for major players like BlackRock and VanEck. He dives into why traditional T+2 settlement is fading, emphasizing the efficiency of atomic settlement with tokenized securities. Carlos also explores the future of 24/7 markets and the importance of interoperability among blockchains, showcasing Securitize’s 'be everywhere' approach to asset accessibility.

Tarek Mansour, co-founder and CEO of Kalshi, shares insights on the evolution of regulated prediction markets, emphasizing their crucial role in valuing future events. John Wang, head of crypto at Kalshi, discusses exciting developments in sports markets and plans for integration with crypto. Chris Yin, CEO of Plume, explores Korea's stablecoin initiatives and the potential of tokenization for creators. John Sharp proposes vital reforms in token accounting to clarify market cap issues, while Carlos Domingo highlights instant liquidity solutions with RLUSD.

Daniel Matuszewski, a savvy crypto investor and partner at CMS Capital, dives into the shifting landscape of cryptocurrency. He discusses the rise of Decentralized Autonomous Treasuries (DATs) and their profound impact on market dynamics. Daniel explains why revenue-generating tokens are outperforming others and predicts that the growth of altcoin ETFs could alter market flows. He emphasizes the lasting effects of the 2022 credit crunch and the ongoing evolution of credit in the crypto space.

This discussion features Michael Heinrich, an AI and crypto visionary, who shares insights on Zero Gravity's mainnet launch and the intricacies of ZeroStack DAT mechanics. Renk, CEO of Giza, delves into on-chain AI agents and the innovative Pulse product that automates financial strategies. Dan from CMS Holdings provides a macro market overview, analyzing trends in DeFi, credit dynamics, and the evolving landscape of revenue-generating tokens and ETFs. Expect a fascinating blend of tech insights and financial forecasts!