The surge of RWAs, AI and tokenized equities, with Galaxy and Ondo

Michael Marcantonio, Head of DeFi, Galaxy Digital, and Matt Blumberg, Head of Defi, Ondo

Episode 66 of The Crypto Beat was recorded with Tim Copeland, Kelvin Sparks, Galaxy's Michael Marcantonio, and Ondo's Matt Blumberg.

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In episode 66 of The Crypto Beat, Tim and Kelvin were joined by Galaxy's Michael Marcantonio and Ondo's Matt Blumberg to discuss how AI agents will operate in the economy, and how crypto and DeFi are primed to play a key facilitating role. They also make the case that, despite the bearish price action, every fundamental indicator is screaming bullish.

Outline

- Introduction
- AI Meets the Money Legos
- Galaxy's AI & Crypto Thesis
- AI Trading Agents in Practice
- Ondo Perps & Capital Efficiency
- Perps Architecture Deep Dive
- Yield Capture as the New Meta
- Most Bullish Bear Market Ever
- BTC Price Predictions
- The Store of Value Debate
- AI Agents as DeFi's UX Fix


Guest links:
Matthew Blumberg - x.com/matt_blumberg
Ondo - x.com/OndoFinance
Michael Marcantonio - x.com/marcryptonio
Galaxy Digital - x.com/GalaxyHQ

Tim Copeland - ⁠⁠⁠x.com/timccopeland⁠⁠⁠
Kelvin Sparks - x.com/imyoungsparks

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Matthew Blumberg

Michael Marcantonio

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