The AllinCrypto Podcast

The AllinCrypto Podcast

di AllinCrypto

Investimenti Tecnologia

Stagione 3

Jeff Dorman: MicroStrategy Painted Itself Into A Corner | Bitcoin, HYPE, Tokenization & AI

In this episode of the AllInCrypto Podcast, Rupert Pickering is joined by Jeff Dorman, CIO at ARCA, for a deep conversation on the state of markets, Bitcoin, MicroStrategy, token value accrual, HYPE, real-world tokenization, AI infrastructure, and where the real growth in blockchain may be happening. Disclaimer: This content is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always do your own research and consult a qualified professional before making any financial decisions. Jeff explains why Middle East conflicts may not matter for markets as much as investors think, why equities are being driven by earnings rather than hype, and why crypto can no longer be treated as one single asset class. He breaks down one of his most important frameworks: tokens are just wrappers. What matters is what sits inside them. That leads into a discussion on why HYPE may be fundamentally different from Bitcoin, Ethereum, or Solana, why many crypto projects may be “good projects with bad tokens,” and why DeFi, RWA tokenization, stablecoins, payments, and AI could be the real growth areas inside blockchain. Jeff also gives a sharp analysis of MicroStrategy, its Bitcoin position, preferred obligations, MNAV pressure, and why the company may have created a difficult capital structure problem. A major conversation on markets, crypto, Bitcoin, tokenization, AI, and the future of digital assets. Nothing discussed in this episode is financial advice.

Jim Bianco: AI Eats Everything, Oil Shock Risk, Stablecoins & Crypto’s Real Mission

Jim Bianco, Founder and President of Bianco Research, joins the AllInCrypto Podcast for a major macro conversation on AI, markets, oil, inflation, Bitcoin, Ethereum, stablecoins, and the future of the financial system. We discuss why AI-driven market concentration may be unlike anything seen since the railroad era, why Google may have to win the AI race, and how AI could replace much of today’s software stack through one “context window.” Jim also explains why markets may be underpricing oil and geopolitical risk, why inflation may remain higher than the pre-COVID era, and why crypto still matters beyond price speculation. The conversation also covers stablecoins, the CLARITY Act, the GENIUS Act, whether stablecoins could help dollarize the world, and why the real fight may be about whether users can receive yield directly. Nothing in this video is financial advice. Always do your own research.

This Bill Could Unlock Trillions | Cody Carbone, CEO of The Digital Chamber

In this episode of the AllInCrypto Podcast, we sit down with Cody Carbone, CEO of The Digital Chamber, one of the leading voices for the digital asset industry in Washington. Cody breaks down one of the most important moments in U.S. crypto policy: the CLARITY Act, the GENIUS Act, stablecoin regulation, SEC and CFTC token classification, institutional adoption, and the future of digital assets in America. We discuss why the U.S. has shifted from regulatory hostility to prioritizing crypto, how pro-crypto appointments are changing policy, why stablecoins are central to U.S. dollar dominance, and how market structure legislation could unlock institutional capital and new crypto products for U.S. investors. Cody also explains why crypto is about more than speculation. From democratizing access to financial markets, to stablecoins, tokenization, DeFi, AI agents, healthcare records, supply chains, digital identity, and a potential U.S. strategic Bitcoin reserve, this conversation covers where crypto regulation and blockchain adoption may be heading next. If you want to understand what is happening in Washington and why it matters for the future of crypto, this is a must-watch conversation. Guest: Cody Carbone, CEO of The Digital Chamber X: @CodyCarboneDC The Digital Chamber: https://digitalchamber.org/

Arthur Hayes Warns Of An AI Market Collapse

Arthur Hayes joins the AllInCrypto Podcast for a major macro and crypto discussion. In this episode, Arthur Hayes, Co-Founder of BitMEX and CIO at Maelstrom, breaks down why Bitcoin has been underperforming despite rising liquidity, why the AI boom may have absorbed capital away from crypto, and why oil prices, interest rates, geopolitics, MicroStrategy, and the next major market rotation could define what happens next. We discuss whether the AI market is becoming a bubble, what could trigger a major correction, how Bitcoin could react if capital starts moving away from AI, and why Arthur believes patience may be the most important lesson for crypto investors right now. This conversation covers Bitcoin, AI, global liquidity, oil shocks, interest rates, MicroStrategy, stablecoins, altcoins, ETFs, self-custody, and the future of crypto markets. Watch until the end for Arthur’s key advice to anyone in crypto today. Follow Arthur Hayes: X: https://x.com/CryptoHayes Maelstrom: https://maelstromfund.com/

Everyone Wants to Be XRP! | Hugo Philion

In this episode of the AllInCrypto Podcast, we sit down with Hugo Philion, Co-Founder of Flare, to discuss why XRP DeFi could become one of the most important opportunities in crypto. Hugo explains why XRP was once mocked as the “banker coin,” why the industry now appears to be chasing the same institutional use case, and why Flare chose to focus on making XRP productive on-chain. We also explore Flare’s unique architecture as a data-native Layer 1, how smart contracts and data are built directly into the network, the role of Flare in real-world assets, the future of Bitcoin and XRP, the new FLR tokenomics after FIP16, and why Hyperliquid could represent one of the biggest risks for crypto this year. This is a deep dive into XRP, Flare, RWAs, DeFi, interoperability, FLR, and the future of programmable finance.

XRP & QNT Power Global Finance with Apex Crypto Insights

In this episode of the AllInCrypto Podcast we sit down with Jesse from Apex Crypto Insights for a deep dive into XRP, Quant, QNT, the Internet of Value, the Internet of Trust, unified ledgers, CBDCs, tokenization, global settlement infrastructure, and the future of the financial system. Jesse shares his research into why he believes XRP and Quant could play major roles in the next era of global finance. The conversation explores XRP as a potential global settlement layer, Quant as the interoperability infrastructure connecting legacy systems to blockchain, the role of Overledger, the idea of unified ledgers, wholesale CBDCs, tokenized deposits, the Regulated Liability Network, the global RTGS thesis, and why institutional adoption may still be in its early stages. They also discuss the broader macro backdrop, including liquidity, digital money, the evolution of payment rails, the tokenization of assets, the future of CBDCs, and why the transition from sandbox testing to live deployment could be a major catalyst for real utility. This is a wide-ranging and thought-provoking conversation for anyone interested in XRP, QNT, Quant Network, Ripple, CBDCs, tokenization, institutional blockchain adoption, and the future of digital finance.

CBDCs Could Expose Governments? With Anthony Ralphs

Today we are joined by Anthony Ralphs, Founder of Nova Modus and former Ripple, to discuss the future of money, payments and financial infrastructure. In this conversation, we explore stablecoins, CBDCs, tokenisation, interoperability, banking, AI and the evolution of global payments. Anthony shares his perspective from years working across fintech, payments, standards, Swift, banking and crypto, including his time at Ripple and his view on why decentralised, efficient networks matter. We also discuss whether stablecoins are mainly a retail solution or something that could eventually reshape world trade, why CBDCs are often misunderstood, how on-chain transparency could change public trust, and why technologies like the XRP Ledger were designed with efficiency in mind. This is a deep conversation about how value moves, how financial systems are changing, and what the next generation of digital money could look like.

The Dollar’s Stablecoin Master Plan

The decline of the US dollar is not an “if” question — it is a “when” question. In this episode of the AllInCrypto Podcast, we sit down with Zennon Kapron, Director at GL Insight, to discuss the future of money, stablecoins, CBDCs, digital dollarization, China, SWIFT, Ripple, Bitcoin, tokenized assets and the geopolitical battle taking place inside the global financial system. Zennon explains why stablecoins could become crypto’s real killer use case, how the US may be using stablecoins backed by Treasuries to protect the dollar’s global role, and why governments are unlikely to build truly private CBDCs. We also explore how Ripple helped force SWIFT to evolve, why traditional correspondent banking may eventually be replaced, how AI and agentic commerce could accelerate crypto adoption, and what a post-dollar world could look like. This is a big-picture conversation on where crypto, banking and global finance are heading next.

Stellar Is Becoming Financial Infrastructure | Interview with Candace Kelly

In this episode, we sit down with Candace Kelly, Chief Legal and Policy Officer at Stellar Development Foundation, for a deep conversation on Stellar, stablecoins, real-world assets, regulation, AI payments and the future of financial infrastructure. Candace shares her perspective on how Stellar was designed from the outset for cross-border payments and asset issuance, why public blockchain infrastructure can expand access to the global financial system, and how distributed ledger technology may become part of everyday financial services sometimes without users even realizing it. We also discuss the role of stablecoins as a potential settlement layer, the rise of tokenized real-world assets, institutional adoption, regulatory clarity in the United States, AI-driven payments, digital identity, privacy, and why blockchain infrastructure may become increasingly important as finance moves on-chain. Topics Covered · What Stellar was built to solve · Cross-border payments and asset issuance · Stablecoins as settlement infrastructure · Tokenized real-world assets · Stellar’s role in institutional blockchain adoption · Regulation, the GENIUS Act and the CLARITY Act · DLT as invisible financial infrastructure · MoneyGram, Franklin Templeton, State Street and Société Générale · AI payments and agentic finance · Digital identity, privacy and compliance · The future of blockchain-powered financial access

The world’s First Water credit system is on Alogrand | Interview with Hypercube

Water could become one of the most important real-world asset markets of the future. In this episode of the AllInCrypto Podcast, we sit down with Alan Torrisi, Co-Founder and CTO of Hypercube, to explore how Hypercube is building one of the first international water credit systems using real-world data, verified water reuse, and the Algorand blockchain. At a time when everyone is focused on AI, energy, Bitcoin and financial markets, water may be one of the biggest risks hiding in plain sight. Scarcity, pollution, drought, infrastructure failure and inefficient water management are becoming major economic and humanitarian issues. Hypercube is working to turn reclaimed and conserved water into transparent digital assets, creating a measurable market around water reuse. In the conversation, Alan explains how water credits work, why water is not currently priced like other essential resources, how governments and institutions are becoming involved, and why Algorand was chosen as the infrastructure for this real-world blockchain use case. We also discuss the difference between water credits and carbon credits, the role of tokenization, the WTR token, how physical water data is verified, and whether blockchain can help solve one of the most important resource challenges of our time. Could water become the next major RWA market?

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