Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)
Carlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word.
Podcast profile
By Where digital assets and finance converge. Hosted by Andy and Robbie.
Where digital assets and finance converge. Live from the financial capital of the world.
Latest episode
18 min
Topics
Cryptocurrencies, stablecoins, tokens, markets, custody, and digital-asset infrastructure.
Blockchain architecture, smart contracts, consensus, protocols, and decentralized applications.
Technology-company strategy, business models, operations, competition, and market structure.
Formats
Host-led conversation where a guest supplies most of the subject matter.
Interpretation, opinion, debate, review, and analytical discussion.
Audience level
Assumes basic technology literacy and familiarity with common products, roles, and terminology.
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Episodes shown — 10 of 25
Carlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word.
RWA perps just expanded Ethena's addressable market from $2.5 trillion of crypto to $150 trillion of everything else. Guy Young explains why he thinks that's a bigger unlock than anything USDe has done so far, and why Ethena Pay is the first thing he's been this excited about since launch.
Kevin O’Leary joins us in NYC for an interview about his allocation and views on the digital asset market.Digital assets becoming the twelfth sector of the S&P was his core framing. He thinks it gets there by servicing the other eleven.
Jeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance. Mobile existed for fifteen years before iOS and Android made it actually work. Jeremy Allaire thinks blockchains just hit the same moment.
WisdomTree's Head of Digital Asset's Will Peck joins us for Episode #1 of Convergence, our new institutional product for sophisticated investors in partnership with Jacquelyn Melinek and StrataMedia.
CMS Holdings operator Dan joins us for a conversation about positioning for the next bull market. Tokenized equities end up bigger than stablecoins, and Dan Matuszewski thinks most people have the reason wrong. It isn't about 24/7 trading or DeFi composability.
Raagulan Pathy says KAST becomes a $100 billion company or it fails outright. There's no in-between, and he explains exactly why on this episode.
John Gillen says Ethereum could hit $4,000 before the end of the year, and he's been making that case in a viral essay series called Wartime Ethereum.
Felix Jauvin says he's as bullish as he ever has been on digital assets and thinks the bottom is in. He's also been quietly rotating Bitcoin into Zcash and he lays out exactly why.
Dan Held joins us to unpack what it means to become a generational investor in today's world. For reference, he bought Bitcoin in 2012 and recently sold a lot to pour it into SpaceX, and says the thesis has barely started.