Talking Tokens Podcast

We sat down with @TFGolden, Head of Digital Assets at @BaillieGifford to discuss: -BAGEY, the firm's newly launched tokenized bond fund on @Solana and Ethereum, which yields around 7% -Why tokenization is an operating system upgrade rather than a reinvention of finance -Why AI democratizing insight and tokenization democratizing access are the two themes that will collide into something nobody has fully figured out yet TIMESTAMPS: 00:00 - The Journey to Digital Assets 03:33 - From Journalism to Investment Theses 06:05 - Learning from Successes and Failures 10:15 - The Role of Independence in Baillie Gifford’s Innovation 15:19 - Gradual Growth in Tokenization 20:57 - Tokenization as an Operating System Upgrade 23:57 - Convincing Clients of Tokenization's Value 24:50 - Operational Leverage and Risk Management 27:12 - The Origin of Baillie Gifford’s BAGEYBaggy: Tokenized Bond Fund 32:18 - Initial Response and Market Interest 34:43 - Choosing Solana and Ethereum and Solana for the Fund Launch 38:33 - Solana and The Future of Internet Capital Markets 43:09 - Trust and Adoption Among Institutional Investors 46:07 - The Role of Traditional Institutions in Tokenization 47:59 - AI and Tokenization: A Future Intersection Watch below or on X:

“I don’t think banks are ever proactive. I think they’re only reactionary.” - @zaheerebtikar Chief Strategy Officer at @Plasma explains how financial institutions and banks will adapt to new frontiers like stablecoins, only after they realize they’re losing market share.

.@BaillieGifford’s BAGEY is on two public blockchains: @Solana and Ethereum Its Head of Digital Assets @TFGolden says “the trust is there.” Now, the adoption curve for market structure is the next item to tackle.

The stablecoin narrative has changed. “It was very obvious that the use for stablecoins was way more than just deposits and trading.” - @zaheerebtikar Chief Strategy Officer at @Plasma breaks down the push-pull effect in the market sentiment

1/5 Most people do nothing with their money. It just sits there. @ashgoblue with @jacqmelinek of @_TalkingTokens on why idle capital is a missed opportunity in finance, and what putting it to work on-chain looks like. 🧵👇 This content is for informational purposes only and does not constitute investment advice. This content may contain forward-looking statements that involve risks and uncertainties; actual results may differ materially. Digital assets involve risk, including potential loss of principal. References to third-party products reflect the speaker's views and are not endorsements. Learn more about Evernorth: evernorth.xyz/blog-post-03-1….

Also available on: YouTube: youtu.be/FXTR2ziRrXg Spotify: open.spotify.com/episode/5Z2HUA… Apple Podcasts: podcasts.apple.com/ca/podcast/tal…

We sat down with @TFGolden, Head of Digital Assets at @BaillieGifford to discuss: -BAGEY, the firm's newly launched tokenized bond fund on @Solana and Ethereum, which yields around 7% -Why tokenization is an operating system upgrade rather than a reinvention of finance -Why AI democratizing insight and tokenization democratizing access are the two themes that will collide into something nobody has fully figured out yet TIMESTAMPS: 00:00 - The Journey to Digital Assets 03:33 - From Journalism to Investment Theses 06:05 - Learning from Successes and Failures 10:15 - The Role of Independence in Baillie Gifford’s Innovation 15:19 - Gradual Growth in Tokenization 20:57 - Tokenization as an Operating System Upgrade 23:57 - Convincing Clients of Tokenization's Value 24:50 - Operational Leverage and Risk Management 27:12 - The Origin of Baillie Gifford’s BAGEYBaggy: Tokenized Bond Fund 32:18 - Initial Response and Market Interest 34:43 - Choosing Solana and Ethereum and Solana for the Fund Launch 38:33 - Solana and The Future of Internet Capital Markets 43:09 - Trust and Adoption Among Institutional Investors 46:07 - The Role of Traditional Institutions in Tokenization 47:59 - AI and Tokenization: A Future Intersection Watch below or on X:

Old token management from 3-4 years ago shouldn’t be applied to tokens today. “Companies coming to market today have a drastically different vision for how they want to monetize the token,” says @zaheerebtikar Chief Strategy Officer at @Plasma “We treat this as our north star.”

Onchain risk assessments need to be 24/7 just like crypto markets. We’re not dealing with the stock market that closes, argues @ashgoblue CEO of @Evernorthxrp.

@dom_kwok @jacqmelinek Let's goooo

looking forward to going on the @_TalkingTokens pod hosted by @jacqmelinek later today!

We’ve heard during multiple recent interviews that investors need to focus on the long-term. @ashgoblue CEO of @Evernorthxrp gives his advice on why it’s so important

Stablecoins like RLUSD are akin to dialup for crypto, according to @ashgoblue CEO of @Evernorthxrp. “It’s a good first step to generate more economic activity but it’s not the only step.”

@zaheerebtikar @Plasma YouTube: youtu.be/ikVRiLtCsu4 Spotify: open.spotify.com/episode/5ZmYRD… Apple Podcasts: podcasts.apple.com/ca/podcast/why…

Today’s pod is with @zaheerebtikar Chief Strategy Officer at @Plasma to discuss: - Why the recent wave of DeFi exploits is forcing a necessary reset - Why Plasma chose to build a stablecoin-optimized chain around USDT - How OpenUSD fits into a world where stablecoin infrastructure is finally going institutional TIMESTAMPS: 0:36 - Thoughts on DeFi Exploits & Reconsolidation 3:59 - Plasma's Stablecoin Strategy 5:48 - Investor Pushback & Conviction 9:07 - Lessons Since Launch 12:46 - USDT & OpenUSD 17:29 - The Stablecoin Landscape 21:31 - What Makes a Durable Team 24:55 - DeFi's Future 30:49 - Advice for Founders 40:57 - Plasma's Big Bets & Token Strategy 45:53 - Long-Term Vision for DeFi Watch below or on X:

Sending money across borders sounds simple. It's not. Compliance, AML, and knowing where funds actually are get complex fast. @MoneyGram needed a stablecoin they could control: a foundational intelligence layer for their payments network, not just a way to move dollars. That intelligence layer is MGUSD, built on M0. W/ @MoneyGram @_TalkingTokens @jacqmelinek @anthonysoohoo

Instead of buying and sitting on tokenized assets, @ashgoblue CEO of @Evernorthxrp believes vaults will be the future of putting those assets to work.

Institutional tokenized assets are coming, and @StaniKulechov founder and CEO of @aave explains how they’re preparing for issuer-based assets.