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