Award-nominated host @JacqMelinek interviews the most consequential leaders in onchain finance, on the record. Brought to you by @StrataMedia_
Every Tuesday and Thursday
Joined February 2022
- Tweets2K
- Following139
- Followers5.7K
- Likes3K
Pinned Tweet
Today's episode with @randhindi, founder and CEO of @zama, dives into:
- Zama's plan to become the confidentiality layer for public blockchains, bringing privacy to existing chains like @Ethereum and @Solana
- Why confidential vaults are drawing interest from institutions moving large amounts of money onchain
- How identity and compliance can work onchain, while keeping personal information private
Timestamps:
00:25 Why Blockchain Transparency Is a Problem
01:34 What Is Fully Homomorphic Encryption (FHE)?
02:12 FHE vs. Zero-Knowledge Proofs and Other Privacy Technologies
04:04 Why Zama Wants to Be HTTPS for Public Blockchains
05:30 Why Liquidity Matters More Than New Blockchains
06:44 AI, Hackers, and Crypto Cybersecurity Risks
08:21 How Crypto Protocols Can Protect Themselves
11:21 Why Public Wallet Balances Create Security Risks
12:31 How Shielded Bitcoin and Stablecoins Work
13:14 Financial Privacy vs. Surveillance
15:01 Zama's Confidential Vault Growth
16:01 Why Institutions Need Private DeFi
18:28 Is Privacy Holding Back Onchain Finance?
21:02 Rand's $5–10 Trillion Onchain Prediction
22:05 What's Holding Back Confidential Finance?
23:16 Zama's Wallet and DeFi Integrations
24:53 Why DeFi Vaults Could Be the Next Big Opportunity
27:43 The Future of Onchain Investment Yields
29:19 Tokenized Stocks and New DeFi Strategies
31:26 Identity, KYC, and Compliance Onchain
33:58 When Do Financial Protocols Need KYC?
36:23 AI Agents, Privacy, and Regulation
38:38 Tornado Cash and Financial Privacy
39:48 Why Everyday Crypto Payments Need Privacy
43:06 Zama's Growth Beyond Institutions
44:07 How Big Is the Onchain Privacy Market?
45:28 What Could Unlock Confidential DeFi Adoption?
46:58 The Future of Private Identity and AI
49:30 Rand's Advice for Crypto Founders
52:00 Closing Thoughts
Watch below or on X:
LIVE: Inside The Ethereum Institutional Forum in London xitter.twitterapi.xyz/i/broadcasts/2LPrQzLeY…
3
268
Today's pod is with Catherine Chen, Head of VIP and Institutional at @Binance, diving into:
- How family offices moved from asking whether to allocate to digital assets to how
- Why verifying a manager's track record is still the biggest hurdle for allocators
- Why tokenized assets are next in line as collateral, and more
Timestamps:
00:00 Introduction: Catherine Chen, Binance
00:52 From Morgan Stanley to Binance
03:02 Bridging Traditional Finance and Crypto
04:42 Binance's Institutional Investor Business
05:39 How Binance's VIP Program Works
06:46 Hedge Funds, Market Makers, and Family Offices
07:35 How Institutional Crypto Investing Is Changing
09:27 How Much Are Institutions Allocating to Crypto?
10:16 What's Holding Back Larger Crypto Allocations?
10:59 Why Institutional Investors Need Better Data
11:57 The Challenge of Verifying Crypto Fund Performance
13:15 How Binance Is Addressing Institutional Due Diligence
14:58 Binance Capital Connect Explained
15:42 Why Smaller Hedge Funds Can Be Attractive
17:32 Trust, Transparency, and Performance Verification
19:21 Portfolio Accounts and Institutional Infrastructure
21:42 What Data Do Institutional Investors Look For?
22:24 Growth of Capital Connect Strategies
23:48 How Crypto Trading Firms Are Evolving
24:38 Binance's Vision for a Financial Super App
25:48 Expanding Into Traditional Financial Products
26:13 Wealth Management and Investment Strategies
28:02 Diversifying Beyond Crypto Assets
29:42 The Next 12–24 Months of Institutional Crypto
31:21 The Growth of Tokenized Assets
32:07 Using Tokenized Assets as Collateral
33:08 The Need for Tokenization Standards
34:05 What a Mature Digital Asset Ecosystem Looks Like
34:48 Making Stablecoins and Tokenization Invisible to Users
36:56 Catherine's Advice for Investors
Watch below or on X:
YouTube: youtu.be/TM6siUiEP-c
Spotify: open.spotify.com/episode/73I…
Apple Podcasts: podcasts.apple.com/us/podcas…
58
Is the stablecoin sales pitch over?
@raagulanpathy, founder and CEO of @KASTxyz, explains why KAST stopped leading with stablecoins and why crypto should spend less time talking about infrastructure.
Tokenization could make borders matter a lot less for investors
Krista Lynch (@Krista_Lynch_) of @Grayscale explains what global access could look like onchain.
6
386
What if every extra click is costing you a customer?
Raagulan Pathy (@raagulanpathy), founder and CEO of @KASTxyz, explains why simplicity comes first.
4
234
Crypto investors are moving their money into ETFs
@Krista_Lynch_ of @Grayscale explains what's pulling longtime holders into ETFs.
1
6
344
Amy Oldenburg (@AmyOldenburg_) of @MorganStanley shares the advice she's carried through her 26 years at the firm.
Hint: it has to do with learning outside of school.
Why do some people need three to five financial products just to manage their money?
Raagulan Pathy (@raagulanpathy), founder and CEO of @KASTxyz, explains why a primary bank isn't a given.
1
3
291
Morgan Stanley’s head of digital asset strategy @AmyOldenburg_ still sees technology as the product.
She explains what @MorganStanley has to get right earlier as a result of that.
6
311
Starting a company may be easier than ever, but the big gap is whether one is willing to keep trying when it gets tough.
@raagulanpathy, founder and CEO of @KASTxyz, shares his advice for founders.
191
Grayscale had a war room for the spot Bitcoin ETF
@Krista_Lynch_ of @Grayscale explains what it was like the night of the approval looked like from inside it.
"We tap our cards. We tap our phones. We don't even think twice."
Amy Oldenburg (@AmyOldenburg_) of @MorganStanley explains why she sees digital assets as the next step in the same innovation cycle that brought us ATMs and mobile payments.
184
Users don't care about your banking partners or compliance teams. They just want to know where their money is.
@raagulanpathy, founder and CEO of @KASTxyz, on the hardest part of making fiat rails feel seamless.
5
226
Today's pod is with @Krista_Lynch_, managing director and head of trading and capital markets at @Grayscale, diving into:
- The behind-the-scenes battle to get its initial spot bitcoin ETF approved
- How crypto natives are moving tokens into ETFs for succession planning, tax advice and collateral
- Grayscale's Zcash ETF hitting $1B in 30 trading days
How Grayscale picks which assets get an ETF and more
Timestamps:
00:42 From Traditional Finance to Crypto ETFs
02:42 Grayscale's Battle for Spot Bitcoin ETFs
03:48 Inside Grayscale's ETF War Room
06:27 How Crypto ETFs Differ From Traditional ETFs
07:13 Why Crypto Investors Are Moving Assets Into ETFs
08:25 Using Bitcoin ETF Shares as Collateral
10:23 What Makes a Successful Crypto ETF?
11:23 Bitcoin ETF Demand and Market Growth
12:28 Zcash and Grayscale's New Crypto Products
13:13 How Grayscale Selects Assets for ETFs
15:12 Why Crypto ETF Momentum Could Continue
16:34 Grayscale's Tokenization Plans
17:57 Tokenization and 24/7 Trading
20:46 Staking and Yield in Crypto ETFs
22:26 How Crypto and Traditional Finance Are Converging
25:59 Crypto Trading Trends and Market Structure
28:01 Tokenization and Global Market Access
30:02 The Future of Tokenized Finance
30:39 Krista's Advice for Investors
Full episode below or on X:
Will AI agents ultimately end up running parts of finance?
Amy Oldenburg (@AmyOldenburg_) of @MorganStanley shares where she thinks agentic finance could fit into the business.
Institutions need privacy to move onchain. It's not a nice to have anymore, it's a need to have.
@StrataMedia_ Institutional Research Analyst @ahbeaudry joined the show to break down why onchain privacy matters for institutions, the architectures behind it, and why he expects shielded liquidity to grow at least 5X in the next few years.
TIMESTAMPS:
00:00 Why Onchain Privacy Matters for Institutions
01:34 Is Crypto Privacy Just for Criminals?
02:15 Why Institutions Need Onchain Privacy
03:57 How Blockchain Privacy Technologies Work
05:00 Shielded Pools, TEEs, and Permissioned Ledgers
06:25 Which Privacy Architecture Works Best for Institutions?
06:39 Why Permissioned Blockchains Appeal to Institutions
07:20 Private DeFi and Institutional Privacy Solutions
08:42 The Biggest Challenges Facing Onchain Privacy
09:22 The Problem With Privacy Interoperability
09:54 What's Next for Onchain Privacy?
10:11 How Mature Is Blockchain Privacy Technology?
10:40 Why Shielded Liquidity Could Grow 5X
11:39 Making Financial Privacy More Accessible
Watch below or on X:
