{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Crypto Beat","title":"Pantera Capital investor on Hyperliquid's USDH, Paradigm's Tempo, and the massive potential of stablecoins","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/baa38aef\"></iframe>","width":"100%","height":180,"duration":2837,"description":"In this episode of the Crypto Beat, Tim Copeland and Kelvin Sparks are joined by Mason Nystrom, Junior Partner at Pantera, to discuss how stablecoins could be the tech that transforms fintech fails to be more internet blockchain native, what the Hyperliquid USDH bidding war signals for capturing payment flow, and the tokenization of real-world assets including collectibles like Pokemon cards.\n\n\n\nOUTLINE\n\n00:00 - Introduction\n\n01:44 - Mason’s origin in crypto\n\n03:35 - Research vs. VC investing\n\n04:46 - The $1T stablecoin thesis\n\n06:31 - Tempo: Stripe/Paradigm’s payments L1\n\n08:55 - Retail upside & neutrality questions\n\n14:18 - Why Stripe self-disrupts\n\n20:12 - Hyperliquid’s USDH bidding war\n\n23:43 - RWAs: tokenized collectibles\n\n28:48 - Launchpads & DeFi platformization\n\n33:08 - SocFi: Pump.fun vs. FriendTech\n\n43:59 - Prediction markets & regulation\n\n\n\n\nThe Block Newsletters\n\nThe Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theblock.co/newsletters⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠\n\n\n\nGuest links:\n\nMason Nystrom - https://x.com/masonnystrom\n\nPantera - https://x.com/PanteraCapital\n\n\n\nAre you hiring in crypto?\n\nUse Campus to quickly find your best candidates with our challenging Crypto Assessment Test.\n\nFaster hiring, stronger teams.\n\nSign up for a trial today: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theblock.co/campus","thumbnail_url":"https://img.transistorcdn.com/ut441tmJ6ubvNMi_WNSHFlPPIDlhTh8frKQSZazN3K8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mYjE3/MTQwMDJjZjg2NWI0/ZjQxMDhlZDhkZDA3/NGMyOC5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}