Episode 239: Why the Banking “Super App” May Actually be a “Super dApp” with Kash Dhanda of Jupiter @alextapscott @kashdhanda @JupiterExchange @CMCC_Global 0:00 Introduction 2:53 Guest intro: Kash Dhanda and Jupiter 3:17 Jupiter’s origin as a Solana DEX aggregator 5:02 From swaps to the onchain finance super app 6:08 Why DIY DeFi is coming to an end 7:40 Jupiter as the “everything exchange” 8:40 Competing with Coinbase, Robinhood, and Hyperliquid 10:15 Tokenized equities and lending 12:35 TradFi vs DeFi: who adapts faster? 16:45 Tokenized stocks and real ownership onchain 18:55 Stablecoins as the gateway to onchain finance 20:55 Crypto’s arc: useful, usable, and used 22:30 Why regulation could be bullish for DeFi 26:00 Governance tokens, ownership, and value accrual 28:15 Cross-chain markets and JupNet 31:20 Why users may stop caring about blockchains 34:10 AI agents, DeFi, and the future of financial automation 38:10 Closing thoughts

Alex Tapscott shared his latest in @CoinDesk on the state of CLARITY, arguing that regulations should first consider the needs of the average person rather than the interests of the big banks.

Banking interests are trying to throw mud on the windshield and cloud the debate over CLARITY. Lost in the D.C. wrangling is the American consumer—and what THEY actually want. That’s the focus of my latest for @CoinDesk Isn’t it past time we thought about the little guy? 👇

JPMorgan CEO Jamie Dimon: "We will fight the CLARITY Act. If we lose, we lose, and we'll live. But it will be fought." "Nobody is going to bow down to Brian Armstrong or Coinbase... He is full of sh*t"

New @defidecodedpod is out! I speak with Mike Cagney (@mcagney) founder of @Figure Most fintechs just add 'digital wallpaper' to financial services. Figure is reinventing the industry from first principles, transforming how we move, store, and borrow money. An amazing discussion! Check it out 👇

Episode 236: Prediction Markets, Gaming and the Attention Economy with Carlos Pereira of BITKRAFT Ventures @alextapscott @cegapereira @BITKRAFTVC @CMCC_Global 0:00 Introduction 2:57 Guest intro 4:08 Why Web3 gaming has struggled to break through 9:30 Attention, entertainment, and the broader gaming slowdown 12:10 AI agents, Tamagotchi-style engagement, and passive gameplay 16:32 Why ownership alone has not unlocked crypto gaming 21:05 Applied game mechanics and gamified consumer apps 29:27 Everything is gaming: retention, community, and consumer finance 33:21 EVE, Discord, and games as social/economic worlds 35:11 Prediction markets as a new consumer platform 38:38 Building on top of prediction markets 42:43 Contrarian opportunities and closing thoughts

News: Sens. Reed (D-R.I.) and Smith (D-Minn.) have filed an amendment ahead of Thursdays markup that will force senators to choose between crypto and the banks The amendment would incorporate bank’s changes to stablecoin yield restrictions. Tough tough vote for bank-friendly Rs

New DeFi Decoded is out! I sit down with fan fave @Matt_Hougan CIO of @Bitwise Matt spend a lot of time with financial advisors - the unseen gatekeepers who manage TRILLIONS in wealth. They own crypto themselves but not in client portfolios..yet. Matt thinks that's all about to change. Find out why! 👇

Kudos to @SenThomTillis and @Sen_Alsobrooks for threading the needle on this and finding a common sense approach that pushes financial innovation forward. Consumers win when there is more competition and choice. Now time to get CLARITY passed!

New @defidecodedpod is out! I sit down with Anthony Bassili, President of Coinbase Asset Management. We discuss: The role of crypto in a portfolio Bridging Wall Street to Web3 Getting investors 'off zero' Their new $CUSHY yield product and more! @CoinbaseAM @SmartestBeta

Toronto has one of the strongest tech and innovation hubs in the world, and that was clear at the spring social hosted by CMCC Global. A room full of builders and leaders focused on what it takes to grow, invest, and succeed here, and on how we make sure Toronto keeps up with its potential. Across neighbourhoods, people continue to step up with ideas and a shared commitment to getting things right. Thanks to Oren, Mike, Saei, Cameron, Afshin, Maryam, Andrew, Bram, Ilana, Bradley, and Geoff for hosting these important conversations about the future of our city, and to everyone who came out and took part.

A Canadian CBDC is a solution in search of a problem. If the concern is dollarization of the Canadian economy, then Canada should be leaning into private sector innovation, not time consuming 'proof of concepts,' which is just innovation theatre for the big banks. Instead we should implement the stablecoin framework already passed in the March budget and create the conditions for Canadian startups and fintechs (and banks, if so inclined) to issue regulated, Canadian-dollar stablecoins. We don't need a state-run digital currency to future-proof our money and financial system. We just need a government that lets private sector innovators invent and build their own.

Venture capital is evolving. Increasingly, the best investors are builders. Because you can’t underwrite what you don’t understand. On this week's @defidecodedpod we speak with @puntium and @avichal of @ElectricCapital about the future of VC, AI x crypto and more. Check it out 👇

New @defidecodedpod is out! I sit down with @buchmanster of @informalinc and @cyclesmoney . Ethan is an outside of the box thinker who loves asking big questions, like: "What can biology teach us about building a more balanced and efficient financial system?" "Can blockchain help us overcome barter's coincidence of wants problem?" "How would banks survive if they could never again make money on the float?" "Can money be a local and global phenomenon?" And a lot more. Check it out!

Stablecoins are good for consumers and will bring much needed innovation to the banking industry. This has been intuitively obvious since the beginning and is now supported by data and study.