エピソード

  • Tether, Revolut Stablecoin, and the Custody Wars | Monthly Briefing
    2026/08/30
    Bitcoin rallied 25%, a hardware wallet flaw shook self-custody, and Citi entered crypto custody. A fast recap of August’s biggest moves in Bitcoin, stablecoins, and digital money.
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    51 分
  • Stablecoins & Agentic Payments: Peter Grosskopf of AllUnity
    2026/08/23
    AllUnity’s Peter Grosskopf joins us on agentic payments. From launching a euro stablecoin (plus Swiss franc and Swedish krona) to real-world use cases, hear where machine-driven payments are heading.
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    1 時間 4 分
  • Agents Propose, Humans Approve: Ledger's Kasper Luyckx on Custody After Coldcard
    2026/08/16
    Every crypto holder relies on one thing and rarely thinks about it until it fails: how the keys are kept safe. Just days after the Coldcard hack drained over $100 million from users who appeared to do everything right, Ledger's Head of EMEA Kasper Luyckx joins Stefan to explain what really keeps digital assets safe, from hardware signers to bank-grade HSMs. Kasper, who has seen custody from both sides after years at UBS and Crypto Finance, walks through what actually went wrong at Coldcard (a seed generated in software instead of the secure chip, with far too little randomness), why it was an isolated firmware failure rather than an indictment of self-custody, and how Ledger's in-house attack lab, the Donjon, works. From there the conversation opens up: the real gap between retail and institutional custody, where multisig, MPC and HSMs fit, and the big shift from simply storing crypto to on-chain payments and tokenized securities. They also dig into AI on both sides of security, including Ledger's new Agent Stack, where AI agents can propose transactions but a human still approves each one on the device. The throughline: as AI makes vulnerabilities cheaper to find, keeping a human in the loop matters more than ever, and most people will end up holding value in a hybrid of self-custody and trusted custodians. Enjoy the episode.
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    47 分
  • How Agentic AI Will Reshape Payments: An Introduction
    2026/08/09
    What are agentic payments, and how will they change payments? Sonja Davidovic explains the architecture, opportunities and challenges of AI agents initiating payments on our behalf.
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    58 分
  • OpenUSD, Swift Ledger, Agorá: Who Wins Settlement? | Monthly Briefing
    2026/08/02
    OUSD launches with 140 firms, Swift’s ledger pilots with 17 banks, Circle gets a US bank charter, and the Digital Euro enters trilogue. July 2026 in full.
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    1 時間 8 分
  • Europe’s Neutral Layer Goes Live: RL1’s Inaugural Week with SWIAT CTO Ivica Aračić
    2026/07/26
    RL1 goes live. SWIAT CTO Ivica Aračić on building a neutral cooperative platform where assets, services, and central bank money finally meet—and why Canton is the real rival.
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    1 時間
  • From MiCA to GENIUS: Joey Garcia on the Global Stablecoin Race & Bitcoin Banking
    2026/07/19
    Joey Garcia discusses Libra's legacy, OpenUSD and why stablecoin regulation is evolving differently around the world. A global perspective spanning MiCA, the GENIUS Act and beyond.
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    43 分
  • We Won. Now What? Fireblocks' Goldi On Stablecoins' Next Phase
    2026/07/12
    Fireblock’s Ran (Goldi) Goldshtein explains why the blockchain and crypto space has "won", what comes next with the OpenUSD stablecoin consortium, and how AI agents could reshape the future of payments and financial infrastructure
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    46 分