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

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

OUTLINE
00:00 – Introduction
02:40 – AI Meets the Money Legos
07:05 – Galaxy’s AI & Crypto Thesis
09:17 – AI Trading Agents in Practice
14:48 – Ondo Perps & Capital Efficiency
21:50 – Perps Architecture Deep Dive
28:00 – Yield Capture as the New Meta
32:40 – Most Bullish Bear Market Ever
39:00 – BTC Price Predictions
45:00 – The Store of Value Debate
50:00 – AI Agents as DeFi’s UX Fix

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

Hosts:
Tim Copeland – ⁠⁠⁠⁠https://x.com/timccopeland⁠⁠⁠⁠
Kelvin Sparks – https://x.com/imyoungsparks

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