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