The Perpification of Everything

Kaledora Linn, Co-Founder of Ostium, discusses bringing traditional finance assets onchain through perpetuals instead of tokenization. Learn why perps are more capital-efficient and better suited for traders who want exposure to stocks, commodities, and FX from their crypto wallets.

Restaking’s Killer App w/ DeFi Dave

DeFi Dave explains Cap, a stablecoin protocol using restaking to protect users while operators access capital. Market makers get undercollateralized loans backed by restaked ETH/BTC. If operators fail, risk takers get slashed—not users. Plus: lore building & why restaking finally found PMF.

Circle’s Bet On The Future Of Money

Gordon Liao from Circle discusses USDC’s $50B market cap, stablecoin adoption, regulatory challenges, IPO plans, and how blockchain-based payments are transforming global finance through faster, cheaper cross-border transactions.

The Tether Monopoly Is Over

Ex-Tether country manager Facundo Werning shares why he joined Agora, how stablecoins work in Argentina, and why the duopoly is ending. Plus: Bitcoin predictions, banking’s future, and what missionaries taught him about crypto’s real impact.

Saylor Survives, other crypto DATs are cooked

James Christoph breaks down why MicroStrategy can’t be replicated, DATs are doomed, and crypto markets are more efficient than people think. Plus: Celestia’s inflation problem, Ethena’s systemic risks, and why Hyperliquid nailed their stablecoin strategy.

Inside Tempo: Stripe’s New L1 For Payments

Malesh from Special Mechanisms Group discusses joining Tempo, Stripe’s new payments-focused L1 blockchain, covering MEV, stablecoins, credible neutrality, and why they didn’t build on existing chains.

Bitcoin miners are front & center for the new energy trade

Rory Murray, Director of Digital Asset Management at Cleanspark, joins us to discuss his journey from global macro investing to leading Bitcoin mining operations, the Grid acquisition, cost structures, hedging strategies, and how the business is evolving into a hybrid energy‑finance powerhouse.

Bitcoin, for Wall Street.

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