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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.
OUTLINE
00:00 - Introduction
01:44 - Mason’s origin in crypto
03:35 - Research vs. VC investing
04:46 - The $1T stablecoin thesis
06:31 - Tempo: Stripe/Paradigm’s payments L1
08:55 - Retail upside & neutrality questions
14:18 - Why Stripe self-disrupts
20:12 - Hyperliquid’s USDH bidding war
23:43 - RWAs: tokenized collectibles
28:48 - Launchpads & DeFi platformization
33:08 - SocFi: Pump.fun vs. FriendTech
43:59 - Prediction markets & regulation
The Block Newsletters
The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit theblock.co/newsletters
Guest links:
Mason Nystrom - https://x.com/masonnystrom
Pantera - https://x.com/PanteraCapital
Are you hiring in crypto?
Use Campus to quickly find your best candidates with our challenging Crypto Assessment Test.
Faster hiring, stronger teams.
Sign up for a trial today: theblock.co/campus
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.
OUTLINE
00:00 - Introduction
01:44 - Mason’s origin in crypto
03:35 - Research vs. VC investing
04:46 - The $1T stablecoin thesis
06:31 - Tempo: Stripe/Paradigm’s payments L1
08:55 - Retail upside & neutrality questions
14:18 - Why Stripe self-disrupts
20:12 - Hyperliquid’s USDH bidding war
23:43 - RWAs: tokenized collectibles
28:48 - Launchpads & DeFi platformization
33:08 - SocFi: Pump.fun vs. FriendTech
43:59 - Prediction markets & regulation
The Block Newsletters
The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit theblock.co/newsletters
Guest links:
Mason Nystrom - https://x.com/masonnystrom
Pantera - https://x.com/PanteraCapital
Are you hiring in crypto?
Use Campus to quickly find your best candidates with our challenging Crypto Assessment Test.
Faster hiring, stronger teams.
Sign up for a trial today: theblock.co/campus
The Crypto Beat is a live streaming podcast focused on topical crypto news events. The podcast will feature multiple guests who are deep in the crypto industry sharing their views on the topic of the day. It will be available across X, Twitch and YouTube and made available afterwards on popular audio platforms.