Episode 44 of The Crypto Beat was recorded with The Block’s Co-Hosts Kelvin Sparks and Tim Copeland, who have been joined by Pantera Capital Junior Associate Mason Nystrom.
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On this episode of the Crypto Beat, Tim Copeland and Kelvin Sparks have been joined by Mason Nystrom, Junior Associate at Pantera Capital, to debate how stablecoins could possibly be the tech that transforms fintech rails to be extra web blockchain native, what the Hyperliquid USDH bidding struggle indicators for capturing cost stream, and the tokenization of real-world property, together with collectibles like Pokémon playing cards.
OUTLINE
00:00 – Introduction
01:44 – Mason’s origin in crypto
03:35 – Analysis vs. VC investing
04:46 – The $1T stablecoin thesis
06:31 – Tempo: Stripe/Paradigm’s funds L1
08:55 – Retail upside & neutrality questions
14:18 – Why Stripe self-disrupts
20:12 – Hyperliquid’s USDH bidding struggle
23:43 – RWAs: tokenized collectibles
28:48 – Launchpads & DeFi platformization
33:08 – SocFi: Pump.enjoyable vs. FriendTech
43:59 – Prediction markets & regulation
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Visitor hyperlinks:
Mason Nystrom – x.com/masonnystrom
Pantera – x.com/PanteraCapital
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