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Ex-Fed Researcher: Why Stablecoins Will Replace Banks by 2030 Oct 10, 2025

Show notes

Stablecoins are quietly becoming the backbone of a new financial system: faster, cheaper, and more efficient than banks.

For the 4th episode of Stabled Up, we sit down with former Fed researcher Thomas Cowan (Head of Tokenization @ Galaxy Digital) to unpack how stablecoins could outcompete banks, close the onchain/offchain gap, and redefine global capital efficiency.

We discuss:

- Fed Researcher → Stablecoin Builder: Thomas's Journey

- Stablecoins vs CBDCs: What's the Real Difference?

- Why Regulatory Clarity Is Finally Here

- Europe's Stablecoin Play: AllUnity Launch

- Capital Efficiency Rivaling AI's Productivity Promise

- The Road to On-Chain Parity with Off-Chain Currency

This is one of the clearest breakdowns yet of how stablecoins go mainstream, from Fed research to trillion-dollar adoption.

Timestamps:

00:00 Intro

01:13 From Fed Researcher to Stablecoin Builder

03:30 Bull Market Vibes Meet Regulatory Reality

04:21 Project Hamilton: What the Fed Actually Built

09:26 Hibachi Ad, Talus Ad, Recall Ad

10:19 CBDC Findings Nobody Talks About

13:25 Why Regulatory Clarity Is Finally Here

15:54 Stablecoins vs CBDCs: The Real Differences

19:43 The Global Stablecoin Landscape Is Shifting Fast

21:44 Enso Ad, Relay Ad

22:17 On-Chain vs Off-Chain: Closing the Currency Gap

25:17 Network States & Stablecoin Economies

27:56 Capital Efficiency Could Rival AI’s GDP Impact

29:50 Closing Thoughts

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𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

Why This Is The Most Bullish Macro Backdrop Ever with Felix Jauvin Oct 08, 2025

Show notes

The debasement trade is here, and gold and Bitcoin are just getting started.

In Episode 4 of Money Moves Fast, Felix Jauvin (host of @ForwardGuidanceBW) breaks down the biggest macro shift in a decade. We cover:

• Trump’s three-step plan to seize the Fed

• The $600B tariff question: stimulus or suicide?

• Why gold and Bitcoin move together

• How stablecoins are quietly replacing bank accounts

• Why value investing doesn’t work anymore

• How to invest when everything feels overpriced

Timestamps:

00:00 Intro

02:20 Why Asian Markets Are Hyper-Financialized

04:40 Trump's 3-Step Fed Takeover Plan

06:51 Why Gold & Bitcoin Win Together

09:09 Bitcoin's September Bottom Wasn't Random

11:34 Fiscal Dominance Is Here (The Fed Can't Stop It)

13:55 The Macro Regime That Ruled 10 Years Just Died

16:20 Where $6 Trillion Is Hiding Right Now

21:00 The $600B Tariff Question: Stimulus or Suicide?

28:14 What If Trump Sends Everyone Stimulus Checks

30:12 How Tokenization Makes Finance Look Slow

32:38 Stablecoins Are Eating Banks (Here's the Math)

35:02 Will Fiat Currencies Actually Disappear?

37:23 Why Government Shutdowns Boost Markets

39:50 Gold vs Bitcoin vs Silver: Which Wins?

42:07 How to Invest When Everything Feels Expensive

44:27 Why Value Investing Doesn't Work Anymore

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Rollup TV: Blockworks, Delphi Labs and Nairolf Oct 08, 2025

Show notes

The Rollup TV is brought to you by:

AltLayer: https://www.altlayer.io/

SQD: https://www.sqd.ai/

Kalshi: https://t.co/UEGdJMRFFZ

NEAR: https://kalshi.onelink.me/1r91/kalshix

Frax: https://frax.com

Polygon: https://polygon.technology

Talus: https://testnet.talus.network/testnet

Relay: https://linktr.ee/relayprotocol

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Arthur Hayes: Trump’s Fed Takeover Will Send Bitcoin to $250K Before Year End Oct 06, 2025

Show notes

Arthur Hayes says Bitcoin could hit $250K by year-end, and it all starts with Trump’s secret plan to take control of the Federal Reserve. In today's show, we explain how the next financial regime shift plays out, covering:

• How Trump seizes control of the Fed

• Why Lisa Cook is the final domino

• Yield Curve control & regional banking strategy

• HyperLiquid vs. Binance: the perpetual wars

• Stablecoins as global dollar bank accounts

• Why salary earners lose in a hyper-financialized world

• Bitcoin’s $250K setup

Watch the full episode now.

Timestamps:

00:00 Intro

00:50 Presidential Poker Explained

02:57 Trump’s Secret Weapon Against the Fed

05:27 The Hidden Math Behind Stablecoin Explosions

08:24 HyperLiquid Bull Case & Exit Strategy

10:30 Talus, Hibachi, Recall Ads

13:59 When Everything Becomes Money, Nothing Is

15:11 Neobank Wars: Ether.fi vs Plasma

19:20 The Fed’s Money Printer Has a Fatal Flaw

21:23 Enso, Relay Ads

22:01 The “333 Rule” That Breaks Every Economy

23:29 America’s Empire Is Collapsing

29:50 Bitcoin’s $250K Path

32:21 France Is Quietly Preparing to Abandon the Euro

Arthur Hayes IG - https://www.instagram.com/cryptohayes/

Arthur Hayes LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/

Arthur Hayes Substack - https://cryptohayes.substack.com/

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Arthur Hayes Blog: https://cryptohayes.medium.com/

Maelstrom X: https://x.com/Maelstromfund

Maelstrom Website: https://maelstrom.fund/

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Why The AI Bubble Is Set To Explode (Soon) - Hang Yin Oct 05, 2025

Show notes

AI is broken. Hang Yin, co-founder of Phala Network, believes the fix starts with privacy and open-source transparency.

In the 3rd episode of AI Supercycle, our premiere AI weekly show presented by NEAR, we dive into:

• Why current AI models are fundamentally unsustainable

• How confidential computing could protect data in the AI era

• The missing layer of encryption that no one talks about

• Open-source AI vs. corporate black boxes

• Why decentralization is the only path to real alignment

• The nuclear-fusion analogy for AI control

Hang shares how Phala is building the infrastructure for private, verifiable AI, and why the next evolution of intelligence won’t come from closed systems, but from open networks.

Watch the full episode now.

Timestamps:

00:00 Intro

00:46 Intel TEE Exploits

07:20 Hibachi, Recall Ad

08:03 Encryption Stack in AI Systems

12:29 Secured Encryption Services

16:30 Phala’s TEE Stack Infrastructure

20:05 Default for AI Product Building

24:45 Onchain Governance in AI

29:27 Talus, Relay, Enso Ad

30:11 Future of Private AI

34:05 Open Data to AI Supply Chain

36:02 Who is Phala Really For?

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Rollup TV: Thursday, October 2nd Oct 03, 2025

Show notes

The Rollup TV is brought to you by:

AltLayer: https://www.altlayer.io/

SQD: https://www.sqd.ai/

Kalshi: https://t.co/UEGdJMRFFZ

NEAR: https://kalshi.onelink.me/1r91/kalshix

Frax: https://frax.com

Polygon: https://polygon.technology

Talus: https://testnet.talus.network/testnet

Relay: https://linktr.ee/relayprotocol

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The Rollup Disclosures: https://therollup.co/the-rollup-discl

Curve's Co-Founder: This Is How We Unlock Bitcoin's Yield with Michael Egorov Oct 02, 2025

Show notes

For the 3rd Episode of Stabled Up, we chat with Michael Egorov, Founder of Yield Basis, to cover:

- The 40x Oversubscribed Yield Basis Launch

- Solving DeFi's Impermanent Loss Problem

- Modified ve-Tokenomics: Real Yield vs Token Rewards

- Why Curve USD Could Hit Billions in Demand

- Bitcoin, Ethereum & The Asset Expansion Roadmap

- Stablecoin Supercycle Implications

Timestamps:

00:00 Intro

00:31 Yield Basis Launch Reflections

04:03 Kraken Legion Collab

06:20 What is Yield Basis?

13:29 Hibachi

13:38 Recall Ad

14:14 The Stablecoin Supercyle

18:56 Yield Basis Approach

21:31 Curve USD Demand

25:10 Yield Basis Supply Predictions

26:00 Talus Ad

26:09 Relay Ad

26:34 Enso Ad

26:48 How Michael Chose His Vesting Schedule

30:03 Audience QA

37:18 Yield Basis Upcoming Strategy

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How Digital Assets Will Eat TradFi's Lunch - Ran Goldi Oct 01, 2025

Show notes

Banks are finally being disrupted. With $200B in monthly stablecoin flows, Ran Goldi (VP Payments at Fireblocks) joins us for Episode Three of Money Moves Fast, to explain why digital assets could replace the banking rails we rely on today.

We cover:

- How $200B is already moving monthly through stablecoins

- What building “the SWIFT for stablecoins” really looks like

- The future of cross-border B2B payments

- Why banks are finally embracing blockchain rails

- Agentic payment protocols like x402 explained

- Could crypto ever support reversible transactions?

Timestamps:

00:00 Intro

00:33 Ran’s Background

03:00 The Fireblocks Thesis

07:43 Stablecoin Network Vision

09:05 Fireblocks Competition

12:08 Government & Bank Adoption

13:22 Talus Ad

13:30 Relay Ad

13:56 Enso Ad

14:10 Interoperability Beyond Blockchains

18:00 Core Offering of Fireblocks

23:48 Reversible Blockchain Transactions

27:12 Hibachi Ad

27:24 Recall Ad

27:56 Neo-Bank Meta

32:08 Stripe Bridge Acquisition

36:15 Fireblocks Payment Roadmap

41:20 Fireblocks IPO?

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Rollup TV: Stabled Up EP 3, YieldBasis Sale, Unchained NewToken Oct 01, 2025

Show notes

The Rollup TV is brought to you by:

Boundless: https://beboundless.xyz/

AltLayer: https://www.altlayer.io/

Vertex: https://vertexprotocol.com/

Subsquid: https://www.sqd.ai/

Join The Rollup Family:

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The Rollup Disclosures: https://therollup.co/the-rollup-discl

DeFi's Next Big Leg Is Coming (Soon) - Avichal Garg & Mike Silagadze Sep 30, 2025

Show notes

Digital asset treasury companies are sitting on tens of billions in crypto, but it's mostly idle. That's changing fast.

In today's episode, were joined by Mike Silagadze, CEO of Ether.Fi & Avichal Garg, GP at Electric Capital, to discuss:

- Why DATs Will Send DeFi Into a Growth Mode Frenzy

- What Assets Avichal Is Positioning In

- Will There Be 5,000 New Crypto Billionaires by 2035?

- Mike's Digital Asset Neobank Vision

- Revenue, Buybacks, and Fundamental Investing

Timestamps:

00:00 Intro

00:38 Avichal's Crypto Journey

04:18 Current Landscape: IPOs, DATs & ETFs

11:58 Starknet Ad

12:28 DeFi Is Maturing

17:39 Avichal's Asset Selection Framework

21:53 Mike Talks About Ether.Fi’s Edge

25:15 The Billion Dollar Neobank Vision

---

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