How To Position For The Institutional Crypto Frenzy with Arthur Hayes, Guy Young, and Omer Goldberg
The competition for stablecoin market share is more complex than most realize, especially as institutional adoption heats up.In today's episode, we’re breaking down the nuances of this battle with Guy Young, founder of Ethena, Arthur Hayes, CIO of Maelstorm, and Omer Goldberg, founder of Chaos Labs. We mostly explore the macro landscape, which is now plagued with tariffs, and how Ethena's Converge announcement positions them at the intersection of DeFi and institutional finance.Guy breaks down Ethena's journey from USD+ to building their own purpose-built chain, explaining that "if your…
The skinny
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