SPECIAL: How To Position For The Institutional Crypto Frenzy with Arthur Hayes, Guy Young, and Omer Goldberg
Wall Street's crypto breakthrough has begun, and stablecoins are the battleground.
In today’s episode, @ayyyeandy and @robbie_rollup sit down with @CryptoHayes, CIO of @Maelstromfund, @omeragoldberg, founder of @chaos_labs and @gdog97_, founder of @ethena_labs to explore:
> The Biggest 'Brrrr' Since COVID
> Trump's Tariffs & Rate Cuts
> Why Macro Is Finally Lining Up For Crypto
> Circle IPO & USDT Dominance
> Ethena's New Converge Chain & USDtb
> Real-Time Risk via AI + Oracles
> What Institutions Actually Want
Full episode links below.
Timestamps:
00:00 Intro
01:02 Frax Ad
01:30 Guy and Omer’s Backgrounds
04:52 Arthur's Takes on Tariff’s
10:30 Circle’s Distribution Problem
12:49 Macro Market Realities & Potential Fallouts
18:19 Market Volatility Reactions
20:40 Ethena’s Institutional Relationships
29:21 Eastern vs Western Trading
35:09 Mantle Ad
35:51 RedStone Ad
40:07 Converge Chain Launch 101
47:37 Best Market Positioning Strategy
53:48 Next Era of Stablecoins
290
104.13K
The content on this page is provided by third parties. Unless otherwise stated, OKX TR is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX TR. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX TR is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.