Show notes
This episode of CoinDesk's Public Keys at the NYSE features three conversations with the most closely watched voices in crypto's institutional moment. ProCap Financial founder Anthony Pompliano argues that 75% of crypto companies "aren't going to be here in five years," and lays out the four areas he believes will survive — Bitcoin, equity infrastructure, stablecoins, and tokenization. Angus Fletcher, Head of Digital Assets at State Street, breaks down how the $30 trillion-plus custody bank is building the bridge between traditional finance and tokenized markets, including a new tokenized fund service launching from Luxembourg by the end of 2026. Plus, SharpLink CEO Joseph Chalom on the publicly traded Ethereum treasury company's 46% institutional ownership, why permanent ETH capital is reshaping on-chain finance, and why he believes ETH's risk/reward "has never been better."
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Timecodes:
00:00 Welcome to Public Keys at NYSE
00:14 Pomp on 75% of Crypto Being "Dead and Never Coming Back"
02:30 The Four Survivors: Bitcoin, Infrastructure, Stablecoins, Tokenization
04:30 Ghost Chains and Why Crypto Needs to Grow Up
05:30 BlackRock Is Now a Bitcoin Company
09:00 Pomp on Prediction Markets and ETFs as "Biggest New Category"
12:30 State Street's Angus Fletcher Joins
14:30 Why Traditional and Digital Will Run Together
17:00 Regulatory Clarity as a Stamp of Approval
18:30 State Street Picks Luxembourg for Tokenized Funds
20:30 SharpLink CEO Joseph Chalom on Ethereum as Infrastructure
23:30 Permanent ETH Capital and Institutional Standards
26:30 Why Stablecoins Will Outpace Bitcoin Payments
31:00 Chalom: ETH Risk/Reward "Never Been Better"
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This episode was hosted by Jennifer Sanasie.
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