The AllinCrypto Podcast

The AllinCrypto Podcast

di AllinCrypto

Investimenti Tecnologia

Stagione 3

Geoffrey Kendrick (Standard Chartered): The Bitcoin Low Is In, and $500K by 2030 Is Conservative

What happens when the US has to roll over its debt with 10-year yields above 5%? For Geoffrey Kendrick, that pressure is part of the Bitcoin case, and part of why he argues crypto is back and the low is in. The bigger shift may sit underneath Bitcoin: stablecoins, tokenization and protocols whose fees keep growing while their tokens stay cheap. Geoffrey Kendrick is Global Head of Digital Assets Research at Standard Chartered. The conversation covers why Geoffrey believes crypto has bottomed, and how US debt, Treasury intervention and the Fed shape the Bitcoin case. It then turns to stablecoins, where transactions doubled while supply stalled at about $300 billion, and why that is a massive use case for Ethereum and for protocols like Uniswap, Aave, Morpho, Chainlink and Arbitrum. It also covers the SEC exemption for tokenized US equities and why AI agents will need blockchain rails. It closes with price targets to 2030 and why Bitcoin dominance could edge lower as crypto moves from speculation to revenue.

Steven Goldfeder: How Arbitrum Went From Professor Coin to Robinhood Chain and Institutional Markets

What if TPS is the wrong way to measure a blockchain's scale? Arbitrum began as a Princeton research project nicknamed the "Professor Coin," and today Robinhood runs its own chain on the Arbitrum stack. So why does market sentiment still lag behind what institutions are actually building? Steven Goldfeder is the co-founder and CEO of Offchain. The conversation follows Arbitrum from its academic roots at Princeton to a platform that runs from Arbitrum One to custom chains like Robinhood Chain. It covers the license that sends 10% of on-chain revenue from chains not settling on Arbitrum One to the Arbitrum DAO, why perps and DeFi took off on Arbitrum One, and why gas per second says more than TPS. It also covers Web2-style privacy for institutions, the gap between market sentiment and institutional adoption, and why US crypto laws need to be made durable.

Can Solana Power the Future of Finance? | Nick Almond, Jito Foundation

Could Solana become the foundation of a new financial system — one capable of competing with Nasdaq and bringing global capital markets on-chain? Nick Almond, Head of Governance at the Jito Foundation and co-author of the Solana Constitution, joins Rupert Pickering on AllInCrypto to explore Solana’s future, Jito’s growing role in the ecosystem, and the changing economics of cryptocurrency. Nick explains why Solana is moving beyond memecoins towards becoming serious financial infrastructure, how Jito is building the network’s market layer through JitoSOL, BAM and JTX, and why institutional adoption depends on more than just transaction speed. The conversation also covers SOL staking and inflation, JTO token economics, MEV and sandwich attacks, decentralized governance, and the potential convergence of AI and blockchain. Can Solana become the backbone of 24/7 global finance and what role will Jito play in building it? Join us for a conversation about the future of crypto, capital markets and digital finance.

What 16 Major Banks Really Think About Crypto & Tokenization | Anthony Ralphs & Chris Ostrowski

What do 16 major investment banks really think about crypto and tokenization? Rupert Pickering is joined by Anthony Ralphs, Founder of Nova Modus and formerly at Ripple, and Chris Ostrowski, Founder & CEO of SODA, to explore what banks actually want from blockchain and why adoption at scale remains so difficult. Drawing on SODA’s research with 16 major investment banks, we discuss the real-world potential of tokenized collateral, intraday repo and cross-border payments, alongside the legacy systems holding traditional finance back. We also explore public vs private blockchains, SODA’s work with MIT on interoperability standards, and whether crypto-native companies could gain an advantage over traditional financial institutions. A conversation about what it will really take for tokenization to transform global finance.

Algorand’s New CEO on AI, Quantum Security & What Comes Next

William Herkelrath, the new CEO of Algorand, joins AllInCrypto for an exclusive conversation on the future of the network and the broader direction of crypto. We discuss why security could become one of Algorand’s biggest opportunities, how AI may represent a more immediate cybersecurity threat than quantum computing, and why post-quantum infrastructure could become increasingly important across Web3. William also shares his thoughts on institutional tokenization, stablecoins, enterprise adoption, crypto maximalism, validator economics, product-market fit and Algorand’s strategy for creating more real-world value. We also explore why he believes blockchain adoption may already be much further along than many people think and what success could look like for Algorand heading into 2027. A wide-ranging discussion on AI, security, tokenization and the next chapter for Algorand. #algorand #algo #crypto #blockchain #web3 #ai

Wall Street Is Going Onchain: $160T, Bitcoin vs Gold & Quantum | Christopher Perkins

What happens when trillions of dollars in traditional finance start moving onchain? Christopher Perkins, Head of Franklin Crypto at Franklin Templeton, joins AllInCrypto to explain why institutional adoption may be far further along than most people realize. We discuss why public blockchains could become the infrastructure for 24/7 financial markets, what a potential $160 trillion onchain shift could mean for native crypto tokens, and why Perkins believes those tokens could eventually become strategic commodities. We also explore Bitcoin’s advantages over gold, Franklin Templeton’s involvement in blockchain infrastructure, stablecoins, tokenized collateral, US crypto regulation and one of Perkins’ most contrarian ideas: quantum computing may ultimately accelerate crypto adoption rather than destroy it. A wide-ranging conversation on what happens when crypto stops being an alternative financial system and starts becoming part of the infrastructure behind global markets. Not financial advice.

Crypto Has Bottomed: Francis Hunt on Bitcoin, Zcash & The Next Bull Market

Francis Hunt, The Market Sniper, returns to AllInCrypto to break down why he believes the crypto bottom may already be in. We discuss Bitcoin’s market structure, the rotation from gold into crypto and altcoins, his $2,100 Zcash technical target, the risk of one final market flush, the global debt crisis, and why privacy could become one of the biggest themes in the next financial system. A wide-ranging conversation on what could come next for crypto and global markets.

Altcoins Are Dead? Bitget CEO Gracy Chen on Bitcoin, AI & the Future of Crypto

Are altcoins dying, is the traditional crypto cycle breaking down, and could the next phase of crypto look completely different from the last? Gracy Chen, CEO of Bitget, one of the world’s leading crypto exchanges, breaks down where she believes the market is heading, why institutional capital is changing the game, and which parts of crypto could actually matter in the years ahead. In this episode, she explains: ■ Why Altcoins Are Struggling: Why institutional capital is flowing primarily toward Bitcoin, why issuing new tokens has become too easy, and the uncomfortable question: who actually buys the altcoins? ■ The End of the Old Crypto Cycle: Why the familiar Bitcoin → Ethereum → altcoins → meme coins rotation may no longer work the way investors expect. ■ Bitcoin’s Next Chapter: Why Gracy remains bullish on Bitcoin long term, while questioning whether the current market is really the beginning of a new bull cycle. ■ The $120 Trillion Tokenization Opportunity: Why only a tiny fraction of global equities are tokenized today, and why real-world assets could become one of crypto’s biggest areas of growth. ■ Stablecoins Built for AI: Why AI agents may naturally use stablecoins for payments — and why Gracy believes stablecoins could ultimately be better suited to machines than humans. ■ Why Crypto Doesn’t Need 30 Blockchains: Why public chains increasingly need real product-market fit as GameFi, SocialFi and other previous narratives lose relevance. ■ The Future of Bitget: How Bitget is evolving from a crypto exchange toward a Universal Exchange where users could trade crypto, equities, commodities and other global assets from one platform. ■ What Investors Should Question: Why holding an altcoin simply because it used to be worth more can be dangerous — and why historical market patterns should not be treated as guarantees.

The Market Is Signaling Something Bad | David Busch

David Busch, CFA®, Chief Investment Officer at Trajan Wealth, joins AllInCrypto to discuss the AI investment boom, pressure on the US consumer, the future of the dollar, Bitcoin, stablecoins and the tokenization of global markets. He explains: ■ Why massive AI spending could pressure Big Tech earnings ■ How sanctions could accelerate alternatives to the US dollar ■ Why Bitcoin could evolve into a store-of-value asset ■ How stablecoins could strengthen demand for dollars and Treasuries ■ Why blockchain could move financial assets from hours to seconds

World War III has already started | With Doomberg

Doomberg believes World War III has already started just not in the way most people imagine. In this wide-ranging conversation, Doomberg joins Rupert Pickering to explore how geopolitical conflict is increasingly being fought through finance, sanctions, industrial capacity, critical resources and technology. They discuss the growing tensions between the US, China, Russia and Iran, the strategic importance of rare earths, whether the US dollar is losing its neutrality as the world’s reserve asset, and the risks surrounding Taiwan. The conversation also turns to Bitcoin and gold, why Doomberg believes fiat currencies increasingly struggle as stores of value, the role of stablecoins in the global dollar system, and why he remains a no-coiner despite understanding Bitcoin’s appeal. Finally, Doomberg shares his outlook on AI, DeepSeek, accelerating compute demand and why the current AI revolution could make the dot-com era look slow by comparison. A thought-provoking conversation on geopolitics, money, Bitcoin, AI and the forces reshaping the global economy.

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