The Electric Dollar: How Stablecoins Will Finance AI's Future скачать в хорошем качестве

The Electric Dollar: How Stablecoins Will Finance AI's Future

Dylan Bane sits down with Anirudh from Robot Ventures to discuss a provocative thesis: stablecoin issuers could become the marginal buyers of US debt, helping finance the explosive growth of AI infrastructure. Anirudh explains how Tether and Circle have already become the 15th largest holders of US Treasuries, and why this matters for both crypto and American competitiveness. The conversation explores how on-chain capital markets could unlock trillions in AI CapEx that traditional finance can't provide. Beyond just AI financing, the discussion spans auto-formalization in mathematics, the future of DePIN (decentralized physical infrastructure), and why composable on-chain assets will reshape global capital markets. Anirudh shares insights on what's working in crypto venture today, from prediction markets like Polymarket to bandwidth networks like Dawn. They debate whether central banks will eventually hold stablecoins, how agents will transform capital allocation, and why the supply chain for AI spans 80,000 companies worldwide. Introductions - 0:00 VC Market Today - 1:32 Stablecoins & CapEx - 10:07 On-Chain Finance Future - 24:47 DePIN/Infra Outlook - 30:52 Founder Advice - 39:39 How to Join - 42:49 Conclusion - 43:09 Hosted by Dylan Bane Follow Messari on Twitter: https://x.com/MessariCrypto Follow Fully Diluted on Spotify: https://open.spotify.com/show/0uG5qpw... Follow Fully Diluted on Apple Podcasts: https://podcasts.apple.com/us/podcast... ____ This episode and its contents do not necessarily reflect the opinions of Messari, Inc. Hosts and guests may hold cryptocurrencies discussed in this content. This content is meant for informational purposes only. It is not meant to serve as investment advice. You should conduct your own research, and consult an independent financial, tax, or legal advisor before making any investment decisions. Nothing contained in this content is a recommendation or suggestion, directly or indirectly, to buy, sell, make, or hold any investment, loan, commodity, or security, or to undertake any investment or trading strategy with respect to any investment, loan, commodity, security, or any issuer. This content should not be construed as an offer to sell or the solicitation of an offer to buy any security or commodity. Messari does not guarantee the sequence, accuracy, completeness, or timeliness of any information provided in this content. #cryptopodcast #stablecoins #AI