Podcast
The DeFi Decoded Podcast
Hosted by Alex Tapscott & Andrew Young · EN
Weekly market commentary and conversations on crypto and the future of finance. Co-hosts Alex Tapscott and Andrew Young break down market trends and interview the founders, investors, and leaders shaping the industry. Where Wall Street and crypto converge.
10episodes
Episodes
Newest firstAll episodes
Institutional-Grade DeFi with Nick Cannon of Gauntlet
Oct 2400:35:43Tap to summarizeJoin Alex Tapscott and Andrew Young as they decode the world of crypto with special guest Nick Cannon, VP of Growth at Gauntlet. Listen in as they discuss the rapid institutionalization of DeFi and the rise of onchain asset management, Gauntlet’s evolution from a risk modeling firm to a leading vault curator overseeing $1.6B in capital, the convergence of tokenized real-world assets through partnerships with Securitize and Apollo, shifting risk dynamics and security trends across DeFi protocols, the implications of the U.S. Genius Act for stablecoins and yield-bearing assets, and how Solana and other emerging ecosystems are driving the next phase of onchain growth and institutional participation.
Transcribe →DeFi Decoded - The Future of VC with Legendary Investor, Tim Draper
Oct 1700:43:44Tap to summarizeJoin Alex Tapscott and Andrew Young as they decode the world of crypto with special guest Tim Draper, Founder and Managing Partner of Draper Associates. Listen in as they discuss the forces reshaping our world. Tim shares why he views Bitcoin as a hedge against bad governance, how founders should diversify their treasuries after the Silicon Valley Bank collapse, and why stablecoins are accelerating crypto adoption. Tim explores the next frontiers of innovation, from healthcare and finance to space and transportation, and how AI, gene editing, and blockchain are driving a new wave of entrepreneurship. They also dive into liquid democracy, prediction markets, and the rise of decentralized networks in a multipolar world. The episode closes on a hopeful note: with blockchain’s “perfect trust,” the future of global commerce looks faster, fairer, and more open than ever.
Transcribe →DeFi Decoded - Merger Mania Comes to DATs. Plus, How to Value Base.
Sep 2600:50:41Tap to summarizeJoin Alex Tapscott and Andrew Young as they decode the world of crypto. Listen in as they discuss the fading premiums and potential consolidation wave in DATs following the Strive-Semler merger this past week, the liquidity and centralization risks emerging in altcoin DATs, the evolving debate over stablecoin regulation from the GENIUS Act to the CLARITY Act as bank lobbying intensifies, how banks might fit into a stablecoin-driven financial system, the surge of crypto IPOs with Circle, Gemini and BitGo, the custody economics underpinning institutional adoption, Coinbase’s forthcoming Base token and what it could mean for valuation, and more.
Transcribe →DeFi Decoded - Why Investors are Betting on Prediction Markets
Sep 1900:43:32Tap to summarizeJoin Alex Tapscott and Andrew Young as they decode the world of crypto. Listen in as they discuss Google’s launch of its AI Agent Payments Protocol with stablecoin support, how AI agents could become the next interface for the Internet and even decentralize crypto governance, the soaring valuations of prediction markets like Polymarket and Kalshi and the forces behind them, Forward Industries’ $1.65 billion financing to establish the largest Solana DAT to date, the broader trajectory of DATs and whether the momentum is sustainable, how strong fundamentals are colliding with bearish sentiment to fuel what many are calling the most hated rally ever, and more.
Transcribe →DeFi Decoded - Forget Snakes on a Plane, it's Stonks on a Chain!
Sep 1200:32:36Tap to summarizeJoin Alex Tapscott and Andrew Young as they decode the world of crypto. Listen in as they discuss the accelerating convergence of crypto and Wall Street, the big opportunities and implementation challenges with onchain finance, Solana’s outsized rally following large SOL DAT announcements with ETFs on the horizon, a few of the inefficiencies that still exist in today’s crypto market, the widening disconnect between all-time high prices and deteriorating sentiment, whether looming rate cuts could meaningfully move the market, and more.
Transcribe →DeFi Decoded - Ding Ding Ding! Opening Bell Rings for Tokenized Stocks with Jim Hiltner of Superstate
Sep 500:35:55Tap to summarizeJoin Alex Tapscott as he decodes the world of crypto with special guest Jim Hiltner, Co-Founder and Head of Business Development at Superstate. Listen in as they discuss the accelerating adoption of tokenized real-world assets by issuers and investors worldwide, the Superstate origin story and its evolution, how tokenization democratizes access to U.S. dollar investment accounts, Superstate’s USTB and USCC onchain investment funds, the Opening Bell platform that enables public companies to tokenize their shares and why it stands out from other market offerings, Galaxy Digital’s launch of GLXY shares on Solana through Opening Bell this past week, the future of capital markets and the role of blockchains in reshaping access to capital and financial infrastructure, how Superstate evaluates which networks to issue on such as Solana versus Ethereum, and more.
Transcribe →DeFi Decoded - How Avalanche Became the Trusted Platform for Business with Luigi D'Onorio DeMeo of Ava Labs
Aug 2800:47:16Tap to summarizeJoin Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest Luigi D'Onorio DeMeo, Chief Strategy Officer of Ava Labs. Listen in as they discuss Avalanche’s evolution since its inception, enterprise blockchain preferences between L1s versus L2s, the rapid growth of Avalanche’s tokenized real-world asset ecosystem, how stablecoins are acting as a Trojan horse for tokenization, some of the most exciting yet overlooked onchain use cases to watch, the future of stablecoins at scale as institutions and fintechs launch and integrate them into their businesses, a crypto market outlook reviewing recent trends and looking ahead to the year to come, and more.
Transcribe →DeFi Decoded - Staking Bitcoin (finally!) with David Tse of Babylon
Aug 2200:37:04Tap to summarizeJoin Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest David Tse, Co-Founder of Babylon. Listen in as they discuss the ongoing evolution of Bitcoin from a store of value and medium of exchange into a productive asset, how Babylon is leading the way with trustless Bitcoin staking and positioning it as a collateral superpower, the mechanics of Bitcoin staking, the launch of Babylon’s Genesis and the incoming wave of chains set to be powered by Bitcoin security, the risks of wrapped tokens and why Babylon’s trustless model matters, the potential symbiotic relationship between Bitcoin and Ethereum, the yields available to Bitcoin stakers, the accelerating institutional interest in Bitcoin staking, DeFi’s missing piece that could unlocks trillions in value across the ecosystem, and more.
Transcribe →DeFi Decoded - ETH is Mooning! Next Stop $10,000?
Aug 1500:45:57Tap to summarizeJoin Alex Tapscott and Andrew Young as they decode the world of Web3. Listen in as they discuss the resurgence of Ethereum, Tom Lee’s efforts in educating Wall Street, how crypto’s reflexivity and flywheel effects are fueling today’s market rally, what could happen if DATs begin trading below mNAV, key lessons from the rapid rise of DATs and how long the trend might continue, Circle and Stripe launching their own EVM-compatible L1 networks and the implications for Ethereum, whether $10K ETH or $200K BTC comes first, and more.
Transcribe →DeFi Decoded - Building the Web3 Equivalent to AWS with Nick White of Celestia
Aug 700:51:00Tap to summarizeJoin Andrew Young as he decodes the world of Web3 with special guest Nick White, Vice President of Celestia Labs. Listen in as they discuss Nick’s background and journey into crypto, how to think about modularity and data availability in blockchain architecture, the future of decentralized applications and the use cases unlocked by Celestia’s scalable infrastructure, why Celestia is focused on growth over revenue right now, the economics of decentralized compute, whether modularity is the final evolution of blockchain design, the role Celestia fulfills within the Web3 ecosystem, the evolution of tokenomics and lessons from past models, and more.
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