Layer One · May 28, 2026, 10:00AM EDT · 56:10
In Episode 14 of Layer One, The Block’s Kelvin Sparks and co-host, Ava Labs President John Wu, are joined by OpenTrade CEO David Sutter and Mercury Partner Samantha Lewis to break down the rapid growth of stablecoins and why yield infrastructure could become one of the most important layers of the onchain financial economy.
The conversation explores tokenized treasuries, stablecoin regulation, fintech adoption in emerging markets, AI-driven commerce, and how venture investors are thinking about the intersection of blockchain and financial services.
OUTLINE
00:00 – Introduction
01:26 – Bitcoin Origins
02:46 – Mercury’s Thesis
06:09 – Stablecoins Win
08:47 – Yield Infrastructure
11:58 – OpenTrade’s Model
20:59 – Stablecoin Adoption
31:32 – Clarity Act
38:07 – AI and Blockchain
51:46 – Bear Market Builders
55:31 – Closing Thoughts
———————————————————————————
David Sutter –
Samantha Lewis –
OpenTrade –
Mercury –
Kelvin Sparks –
John Wu –
The Block –
Ava Labs –
———————————————————————————
Subscribe to The Block’s Newsletters!
🚨 Breaking News
👨🔬 Expert Analysis
📈 Market Insights
Subscribe now 👉
——————————————————————————–
Hiring in crypto?
🧠 Find top talent fast with Campus, powered by The Block!
✅ Challenge candidates with our Crypto Assessment Test
⚡ Hire faster, build stronger teams
Start your free trial today
👉
Where the Clarity Act stands ahead of Tuesday’s Senate vote
Robinhood Chain's rapid growth is being driven by 4 key factors, analyst says
White House crypto adviser feels 'very good' ahead of Senate Clarity Act vote on Tuesday
Bitcoin production rebounds in August for BitFuFu, edges higher at CleanSpark as Canaan slips