The DeFi Decoded Podcast

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The DeFi Decoded Podcast

The DeFi Decoded Podcast

@defidecodedpod

Co-Hosts: @alextapscott & @AndrewY_SX. Market commentary and conversations with top founders, investors, and industry leaders in crypto.

Toronto (🇨🇦) Katılım Eylül 2023
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The DeFi Decoded Podcast
The DeFi Decoded Podcast@defidecodedpod·
Episode 236: Prediction Markets, Gaming and the Attention Economy with Carlos Pereira of BITKRAFT Ventures @alextapscott @cegapereira @BITKRAFTVC @CMCC_Global 0:00 Introduction 2:57 Guest intro 4:08 Why Web3 gaming has struggled to break through 9:30 Attention, entertainment, and the broader gaming slowdown 12:10 AI agents, Tamagotchi-style engagement, and passive gameplay 16:32 Why ownership alone has not unlocked crypto gaming 21:05 Applied game mechanics and gamified consumer apps 29:27 Everything is gaming: retention, community, and consumer finance 33:21 EVE, Discord, and games as social/economic worlds 35:11 Prediction markets as a new consumer platform 38:38 Building on top of prediction markets 42:43 Contrarian opportunities and closing thoughts
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Alex Tapscott
Alex Tapscott@alextapscott·
Whoa just stumbled on this red hot semiconductor stock. Up 3000 percent. Anyone heard of it? Ticker is $RY
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The DeFi Decoded Podcast retweetledi
Carlos Pereira
Carlos Pereira@cegapereira·
The battle for human attention and the gamification of everything
Alex Tapscott@alextapscott

New @defidecodedpod is out! I sat down with Carlos Pereira, crypto partner at @BITKRAFTVC. What started as a conversation about Web3 gaming became a much broader and deeper discussion about the battle for human attention and the gamification of everything. Prediction markets, betting apps, streamers, social media, games — increasingly, everything is becoming gamified Thank you @cegapereira for joining us!

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The DeFi Decoded Podcast
The DeFi Decoded Podcast@defidecodedpod·
Crypto spent years pricing in hype before fundamentals. Now the fundamentals are arriving before the price. That disconnect is the real opportunity. — @Matt_Hougan, Chief Investment Officer of @Bitwise
The DeFi Decoded Podcast@defidecodedpod

Episode 235: Why Advisors Finally Care About Crypto with Matt Hougan of Bitwise @alextapscott @Matt_Hougan @Bitwise @CMCC_Global 0:00 Introduction 3:29 Advisor adoption: what Matt is seeing on the road 7:52 Platform access and why ETF availability matters 10:17 Bitcoin ETFs, dip buying, and mainstream investor behavior 12:36 Beyond Bitcoin: Ethereum, Solana, and the fundamentals gap 18:21 Inside Bitwise: products, ETFs, SMAs, staking, and vaults 21:45 Vaults and the future of onchain asset management 27:09 Regulation, CLARITY, and the stablecoin yield debate 34:45 Crypto equities vs crypto assets 38:03 What Matt is focused on next 39:07 Closing thoughts

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The DeFi Decoded Podcast
The DeFi Decoded Podcast@defidecodedpod·
Banks saw yield-bearing stablecoins as a threat immediately. Not because they don’t work. Because they work too well. — @Matt_Hougan, Chief Investment Officer of @Bitwise
The DeFi Decoded Podcast@defidecodedpod

Episode 235: Why Advisors Finally Care About Crypto with Matt Hougan of Bitwise @alextapscott @Matt_Hougan @Bitwise @CMCC_Global 0:00 Introduction 3:29 Advisor adoption: what Matt is seeing on the road 7:52 Platform access and why ETF availability matters 10:17 Bitcoin ETFs, dip buying, and mainstream investor behavior 12:36 Beyond Bitcoin: Ethereum, Solana, and the fundamentals gap 18:21 Inside Bitwise: products, ETFs, SMAs, staking, and vaults 21:45 Vaults and the future of onchain asset management 27:09 Regulation, CLARITY, and the stablecoin yield debate 34:45 Crypto equities vs crypto assets 38:03 What Matt is focused on next 39:07 Closing thoughts

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The DeFi Decoded Podcast
The DeFi Decoded Podcast@defidecodedpod·
@Matt_Hougan What other pubcos could launch tokens where the value is not fully priced in yet? Do we get analyst upgrades on COIN tomorrow when the street realizes BASE is a sleeping giant?
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The DeFi Decoded Podcast
The DeFi Decoded Podcast@defidecodedpod·
Crypto has crossed the chasm. Advisors are already buying it personally. Client allocations come next. — @Matt_Hougan, Chief Investment Officer of @Bitwise
The DeFi Decoded Podcast@defidecodedpod

Episode 235: Why Advisors Finally Care About Crypto with Matt Hougan of Bitwise @alextapscott @Matt_Hougan @Bitwise @CMCC_Global 0:00 Introduction 3:29 Advisor adoption: what Matt is seeing on the road 7:52 Platform access and why ETF availability matters 10:17 Bitcoin ETFs, dip buying, and mainstream investor behavior 12:36 Beyond Bitcoin: Ethereum, Solana, and the fundamentals gap 18:21 Inside Bitwise: products, ETFs, SMAs, staking, and vaults 21:45 Vaults and the future of onchain asset management 27:09 Regulation, CLARITY, and the stablecoin yield debate 34:45 Crypto equities vs crypto assets 38:03 What Matt is focused on next 39:07 Closing thoughts

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Alex Tapscott
Alex Tapscott@alextapscott·
New DeFi Decoded is out! I sit down with fan fave @Matt_Hougan CIO of @Bitwise Matt spend a lot of time with financial advisors - the unseen gatekeepers who manage TRILLIONS in wealth. They own crypto themselves but not in client portfolios..yet. Matt thinks that's all about to change. Find out why! 👇
The DeFi Decoded Podcast@defidecodedpod

Episode 235: Why Advisors Finally Care About Crypto with Matt Hougan of Bitwise @alextapscott @Matt_Hougan @Bitwise @CMCC_Global 0:00 Introduction 3:29 Advisor adoption: what Matt is seeing on the road 7:52 Platform access and why ETF availability matters 10:17 Bitcoin ETFs, dip buying, and mainstream investor behavior 12:36 Beyond Bitcoin: Ethereum, Solana, and the fundamentals gap 18:21 Inside Bitwise: products, ETFs, SMAs, staking, and vaults 21:45 Vaults and the future of onchain asset management 27:09 Regulation, CLARITY, and the stablecoin yield debate 34:45 Crypto equities vs crypto assets 38:03 What Matt is focused on next 39:07 Closing thoughts

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The DeFi Decoded Podcast
The DeFi Decoded Podcast@defidecodedpod·
Episode 235: Why Advisors Finally Care About Crypto with Matt Hougan of Bitwise @alextapscott @Matt_Hougan @Bitwise @CMCC_Global 0:00 Introduction 3:29 Advisor adoption: what Matt is seeing on the road 7:52 Platform access and why ETF availability matters 10:17 Bitcoin ETFs, dip buying, and mainstream investor behavior 12:36 Beyond Bitcoin: Ethereum, Solana, and the fundamentals gap 18:21 Inside Bitwise: products, ETFs, SMAs, staking, and vaults 21:45 Vaults and the future of onchain asset management 27:09 Regulation, CLARITY, and the stablecoin yield debate 34:45 Crypto equities vs crypto assets 38:03 What Matt is focused on next 39:07 Closing thoughts
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Alex Tapscott
Alex Tapscott@alextapscott·
Onchain investing is where private equity was 40 years ago: niche, and limited to a few early adopters. Today, institutions allocate 20% to private markets, while few still allocate onchain. As adoption grows, could onchain/offchain become the new public/private?
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The DeFi Decoded Podcast
The DeFi Decoded Podcast@defidecodedpod·
Yield is moving onchain. Distribution is going global. AI will sit on top of it all. — @SmartestBeta, President of @CoinbaseAM
The DeFi Decoded Podcast@defidecodedpod

Episode 234: Getting Institutions Off Zero with Anthony Bassili of Coinbase Asset Management @alextapscott @SmartestBeta @CoinbaseAM @coinbase @CMCC_Global 0:00 Introduction 3:07 Anthony Bassili’s journey from BlackRock to Coinbase 6:20 What institutions actually want from crypto (and what they don’t) 10:05 Bitcoin as a macro asset and portfolio cornerstone 16:40 Beyond Bitcoin: indices, diversification, and crypto exposure 22:00 Tokenization as the next evolution of asset management 24:10 CUSHY: bringing real-world credit onchain 31:30 Stablecoins, yield, and global demand for dollar exposure 36:00 AI, tokenized funds, and the future of investing 39:05 Closing thoughts

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Alex Tapscott
Alex Tapscott@alextapscott·
Regulation should not mean protectionism. Banks may want to preserve the status quo and protect their moat, but soon the market will get to decide.
Senator Thom Tillis@SenThomTillis

.@Sen_Alsobrooks and I have worked on a bipartisan basis with all stakeholders to address the banking industry’s concerns about deposit flight. They have had a seat at the table and have been directly sharing their feedback and ideas for months to inform the final product. We have worked in good faith with all sides throughout this process to encourage compromise and to avoid letting the perfect become the enemy of the good.   The result is a substantially improved, consensus-based product. Our compromise prohibits stablecoin rewards from resembling interest on bank deposits, our core concern over deposit flight.   Our compromise also allows crypto companies to offer other forms of customer rewards. Most importantly, it helps put us on a bipartisan path to pass the CLARITY Act, providing the regulatory certainty needed to foster innovation. Some in the banking industry may not want either of these things to happen, and we respectfully agree to disagree.

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The DeFi Decoded Podcast
The DeFi Decoded Podcast@defidecodedpod·
@alextapscott @SenThomTillis @Sen_Alsobrooks Alex and @mikebelshe recently spoke about the need for regulatory CLARITY on an episode of DeFi Decoded. #theresalwaysapodforthat x.com/defidecodedpod…
The DeFi Decoded Podcast@defidecodedpod

Episode 231: Quantum FUD, CLARITY, and the Bank of the Future with Mike Belshe of BitGo @alextapscott @mikebelshe @BitGo @CMCC_Global 0:00 Introduction 1:23 Guest intro: Mike Belshe and BitGo 2:10 Quantum computing risk: what’s real vs hype 5:45 Timeline and urgency: why this is a long-term but growing concern 9:00 Institutional perspective: investor concerns and narratives 10:15 Broader Bitcoin risks: mining, AI, and network dynamics 12:25 Tokenization boom and expanding crypto use cases 14:10 BitGo’s evolution: custody to full market infrastructure 18:20 Market structure risks: custody, leverage, and exchange design 23:00 Why regulation (CLARITY) matters for capital markets stability 26:10 Retail vs institutional protections and custody gaps 30:05 Stablecoin yield debate and incentives 33:10 Crypto vs TradFi: convergence and competitive dynamics 35:30 Will CLARITY pass? politics and probabilities 38:35 Regulation vs innovation: who should decide 40:05 Closing thoughts and outlook

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Alex Tapscott
Alex Tapscott@alextapscott·
Kudos to @SenThomTillis and @Sen_Alsobrooks for threading the needle on this and finding a common sense approach that pushes financial innovation forward. Consumers win when there is more competition and choice. Now time to get CLARITY passed!
Eleanor Terrett@EleanorTerrett

🚨NEW: Joint statement from @SenThomTillis and @Sen_Alsobrooks on the stablecoin yield compromise amid pushback from banking trades, signaling the deal is likely final. "…we respectfully agree to disagree."

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