Series Finale: Mike Dudas on how stablecoins are eating Wall Street
Mike Dudas is the Managing Partner of 6MV and former CEO of The Block.
The Scoop's host, Frank Chaparro, was joined live by Mike Dudas for Frank's final episode of the program. Frank and Mike discuss The Block's history, the evolution of the crypto space over the years, and how payments and stablecoins have emerged as one of crypto's killer use cases.
OUTLINE
00:00 - Introduction
02:11 – Early Days of The Block
03:24 – The Tether Revelation
05:24 – Stablecoin Success
07:44 – Adoption Curve in Payments
11:33 – Global Stablecoin Impact
14:47 – Investment Opportunities
19:48 – Crypto vs. Fintech
25:27 – Meme Coins Debate
31:52 – Bonk and Pump Strategies
35:27 – Breaking Into the Mainstream
40:54 – Conviction in Solana
44:18 – Crypto Culture and Sentiment
47:51 – Conclusion
GUEST LINKS
Mike Dudas on X: https://x.com/mdudashttps://x.com/mdudas
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Faster hiring, stronger teams.
Sign up for a trial today: theblock.co/campus
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50:16
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50:16
Bitcoin becoming global reserve asset 'sooner' than most think - David Bailey
David Bailey is the CEO of Bitcoin Inc.
The Scoop's host, Frank Chaparro, was joined live by David Bailey to discuss the growing adoption of Bitcoin by nation-states and institutions, with Bitcoin heading towards becoming a reserve asset and political force. They also discuss Michael Saylor's Microstrategy, and Bitcoin's separation from the broader crypto market.
OUTLINE
00:00 - President Trump prelude
04:00 - Sponsor break
05:01 - Bitcoin losing its identity?
10:26 - International adoption
15:17 - Bitcoin as a matter of national security
18:39 - Market trends
21:33 - Risks of Microstrategy
26:28 - Microstrategy’s appeal
30:47 - Bitcoin’s maturity and seeking yield
31:51 - Crypto market troubles
34:25 - Conclusion
GUEST LINKS
David Bailey on X: https://x.com/DavidFBailey
BTC Inc: https://b.tc/
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
This episode is brought to your by our sponsors:
Fidelity
Explore Fidelity crypto careers today. Go to crypto.FidelityCareers.com to learn more.
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36:40
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36:40
Barry Silbert on crypto's evolution and why Bittensor may be the next Bitcoin
Barry Silbert is the Founder and CEO of Digital Currency Group and Yuma.
The Scoop's host, Frank Chaparro, was joined live by Barry Silbert to discuss his journey through the evolution of the crypto market, how his experience with the 2008 financial crisis shaped his approach to investing, and why he thinks Bittensor may be the next Bitcoin.
OUTLINE
00:00 - Introduction
01:00 - Sponsor Break
02:00 - Barry Silbert’s Crypto Journey
06:43 - Bitcoin’s Evolving Narrative
09:25 - Crypto’s Credit Crisis
15:24 - Bitcoin’s Dampening Volatility
18:56 - How Bittensor Mirrors Bitcoin’s Early Days
20:56 - Yuma’s Vision and Playbook
26:10 - Barry’s Priorities at Yuma
30:14 - What’s Overrated in Crypto & Memes
33:50 - Final Thoughts
GUEST LINKS
Barry Silbert on X: https://x.com/barrysilbert
Yuma Group on X: https://x.com/YumaGroup
Digital Currency Group on X: https://x.com/DCGco
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
This episode is brought to your by our sponsors:
Fidelity
Explore Fidelity crypto careers today. Go to crypto.FidelityCareers.com to learn more.
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36:06
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36:06
Gold revaluation could lead to US treasury buying Bitcoin sooner than expected - Coinbase Exec
Sebastian Bea is the President of Coinbase Asset Management.
The Scoop's host, Frank Chaparro, was joined by Bea to discuss how Bitcoin's recent market behavior is driving increased institutional interest and portfolio integration, signaling a potential shift in Bitcoin's role from a high-volatility tech proxy to a store of value like gold. Bea and Chaparro also touched on a potential move by the US government to revalue gold vs the US Dollar, and its potential impact on Bitcoin.
OUTLINE
00:00 - Introduction
01:00 - Big Changes for Bitcoin
06:45 - Frameworks for Institutional Portfolios
09:48 - Bitcoins as Digital Gold
13:54 - Getting On Board With Bitcoin
22:04 - Regulatory Designation’s Market Impact
25:20 - Bitcoin’s Shift From NASDAQ to Gold
27:30 - US Government’s Revaluation of Gold?
34:22 - Leaving Bitcoin Dominance Behind
36:33 - Bitcoin Graduating As An Asset Class
38:59 - Capitalizing on Bitcoin’s momentum
41:49 - Bitcoin as a Savings Instrument
44:31 - Conclusion
GUEST LINKS
Sebastian Bea on X: https://x.com/sebastianbea
Coinbase Asset Management on X: https://x.com/CoinbaseAM
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
This episode is brought to your by our sponsors:
Fidelity
Explore Fidelity crypto careers today. Go to crypto.FidelityCareers.com to learn more.
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48:20
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48:20
Austin Federa's DoubleZero is rewiring the internet to supercharge crypto
Austin Federa is a co-founder of DoubleZero.
The Scoop's host, Frank Chaparro, was joined by Federa to discuss how the current public internet infrastructure bottlenecks blockchain performance, and how DoubleZero looks to address this by leveraging underutilized fiber optic cables to create a dedicated global network to support higher performance.
OUTLINE
00:00 - Introduction
01:02 - Sponsor break
02:03 - DoubleZero’s core thesis
05:42 - The problem with the public internet infrastructure
10:13 - Understanding the current infrastructure
16:36 - DoubleZero’s impact
19:59 - Speed is the name of the game
24:18 - Timeframes for rebuilding infrastructure
31:11 - How DoubleZero finds and utilizes infrastructure
35:35 - Tokenization
36:55 - Technical difficulties
37:20 - This isn’t your grandfather’s internet
39:20 - Hiring talent and being a founder
40:21 - Hiring Talent for a New Layer of the Internet
44:37 - Conclusion
GUEST LINKS
Austin Federa on X: https://x.com/Austin_Federa
DoubleZero on X: https://x.com/doublezero
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
This episode is brought to your by our sponsors:
Fidelity
Explore Fidelity crypto careers today. Go to crypto.FidelityCareers.com to learn more.
Welcome to The Scoop, The Block's flagship podcast covering finance and technology industries through unmatched interviews with top thought leaders, cultural icons and industry veterans. The Block’s Frank Chaparro hosts new guests every week, diving into breaking news and topics ranging from NFTs, to the impact of DeFi on Wall Street, to Bitcoin's role in the economy and beyond.
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