NEW EP: How Stablecoins and DePIN Will Disrupt Everything with Santiago Santos
In today's episode, @ayyyeandy & @robbie_rollup sit down with @santiagoroel of @inversion_cap to explore:
> How Stablecoins Will Collapse Banking Into One Product
> Why DePIN Networks Beat Legacy Infrastructure
> Which Web2 Sectors Are Primed for Disruption
>Solving DePIN's Tokenomics Problem
Full episode links below.
Timestamps:
00:00 Intro
00:45 Magic Ad
01:12 SummerFi Ad
01:57 Santiago's Investment Thesis
08:16 DePIN vs Legacy Infrastructure
12:50 Efficiency of Crypto Businesses
15:44 Starknet Ad
16:08 Mantle Ad
16:52 Liquid vs Private Market Framework
23:45 Beating Market Psychology
29:13 AI in Workflows
33:43 What Santiago is Bullish on