Upgrading Wall Street: Tokenization, AI & Ethereum’s Next Era with Kevin Owocki & Danny Ryan скачать в хорошем качестве

Upgrading Wall Street: Tokenization, AI & Ethereum’s Next Era with Kevin Owocki & Danny Ryan

In this live conversation at ETHBoulder, Danny Ryan shares how Ethereum is moving from parallel DeFi experiments to upgrading traditional finance from the inside out. After helping lead The Merge, Danny now focuses on protocolizing global finance, working directly with major institutions to rethink how markets function at the base layer. The conversation explores: • How AI is accelerating engineering velocity • Re-architecting finance instead of competing with it • The regulatory shift of 2024–2025 • Why “tokenization” is the wrong word • Encoding market rules directly into assets • Institutional FOMO & the new on-chain era • Culture clash between crypto & Wall Street • L1 scaling, zkEVMs & post-Merge unity • Capture risks in a $120T capital landscape • Privacy, compliance & institutional concerns • Private chains vs public Ethereum • Coordination challenges for trillion-dollar markets • What Ethereum success looks like in 2036 This isn’t about putting $50M on-chain. It’s about upgrading trillion-dollar markets at the protocol level. ETHBoulder isn’t just about apps. It’s about rewriting financial infrastructure. https://ethboulder.xyz/ https://x.com/ethereumboulder https://x.com/owocki https://www.allo.capital/ https://x.com/dannyryan Timestamps: 00:00 – Opening & AI Taking Over Everything 01:10 – 10x Developer Output with AI 02:00 – Re-Architecting Finance from the Inside 03:00 – What Does “Upgrading Wall Street” Actually Mean? 04:00 – The 2025 Regulatory Shift & Tokenization Era 05:15 – Why “Wrapping Assets” Isn’t the Future 06:00 – Encoding Market Rules into Tokens 07:00 – What Drives Institutions: Fear, Greed, Efficiency 09:00 – Translating Ethereum to Wall Street 10:15 – Selling Ethereum to Sophisticated Actors 11:30 – Is zkEVM the “Next Merge”? 12:30 – L1 Scaling vs L2s 13:40 – AI, Social Consensus & Protocol Upgrades 15:00 – LST Capture & Institutional Risk 16:30 – Custody, Security & Resilience 17:30 – Privacy Concerns from Wall Street 18:20 – Quantum Risk? 19:00 – Public Ethereum vs Private Chains 20:45 – Coordination Problem of Market Upgrades 22:30 – What Finance Looks Like in 2036 23:50 – Closing