Talking Tokens Podcast @_TalkingTokens

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Also listen on: Spotify: open.spotify.com/episode/7mvx9L… Apple: podcasts.apple.com/ca/podcast/wha… YouTube: youtube.com/watch?v=ha0pON…

Today's pod is with @avat_co CEO @gbartsmith and COO @Laine_Litman. They spent years watching institutions talk about crypto before finally deciding to go all in themselves. The conversation dives into why institutional conversations almost always start as investment discussions before quickly turning into implementation discussions… and why the Clarity Act might be the unlock most people aren't paying close enough attention to. TIMESTAMPS: 02:49 - From ETFs to Crypto 05:48 - Laine's Path from Voice Trading to Blockchain 09:00 - Why AVAT Is Not Another MicroStrategy 13:40 - The Private Market Problem 14:57 - What Institutional Conversations Look Like Right Now 28:43 - The Role of Debt Structure in a Bear Market 35:39 - AI, Agentic Payments, and What to Watch in 2026 Watch below or on X:

Also listen on: Spotify: open.spotify.com/episode/5nkoLL… Apple: podcasts.apple.com/us/podcast/the… Newsletter: token-relations.com/p/agentic-paym…⁠ YouTube: youtu.be/AbaBYKWteoI

On our first episode of @StrataMedia_ Research presented by Talking Tokens & @TokenRelations, our host @jacqmelinek sits down with Institutional Research Analyst @Ahbeaudry to breakdown agentic payments. Alex walks through why it isn't one market but three distinct payment flows, each with completely different infrastructure requirements, and why the machine-to-machine category is where stablecoins have a real structural edge over traditional rails. They also get into the four things that actually need to happen before this market scales, and why the narrative is still running well ahead of the transaction volumes to back it up. TIMESTAMPS 00:00 - Introduction Strata Research 01:24 - Understanding Agentic Payments 04:54 - The Flows of Agentic Payments 07:24 - Challenges and Frameworks for Scaling 11:39 - Recent Developments and Future Outlook

$95B across 20+ chains in 16 months. No VC money. Bank hours. Middleman taking cut. Turns out all you need to do to find PMF is build better rails for assets people already trust. Thank you @_TalkingTokens for having me on!

Talking Tokens Podcast @_TalkingTokens

7 days ago

Today's pod is with @USDT0_to co-founder @zerolore. He explains how USDT0 has moved over $90B in USDT across 25+ blockchains since launching in January 2025, who stablecoins were built for and what he thinks will drive USDT’s next phase of growth TIMESTAMPS: 00:00 Introduction

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Apple Podcasts: podcasts.apple.com/us/podcast/usd… Spotify: open.spotify.com/episode/3pR4Bi… YouTube: youtu.be/qHs5lxIJtoo?si…

Today's pod is with @USDT0_to co-founder @zerolore. He explains how USDT0 has moved over $90B in USDT across 25+ blockchains since launching in January 2025, who stablecoins were built for and what he thinks will drive USDT’s next phase of growth TIMESTAMPS: 00:00 Introduction to USDT Zero and Its Founders 02:31 The Evolution of USDT and Decentralized Finance 05:36 Understanding the Mechanics of USDT Zero 08:33 User Behavior and Volume Trends 11:34 Tether's Role in the Global Financial Ecosystem 15:38 Targeting Emerging Markets with Stablecoins 18:45 The Competitive Landscape of Stablecoins 21:12 The Future of Stablecoins 24:05 Global Adoption and Use Cases 27:32 The Rise of USDT and Market Dynamics 30:11 Innovation and Staying Ahead 34:23 The Role of Decentralization in Finance 39:45 Advice for Future Innovators Watch below or on X:

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At @StrataMedia_, we’re always working on providing original analysis and unique perspectives to our subscribers. With that in mind, we're excited to launch a new initiative across @TokenRelations & @_TalkingTokens: Strata Research. For years, we've provided investor updates for teams ranging from @Solana to @Ripple, alongside sector driven content on tokenization, DeFi, stablecoins and institutional adoption. Our readers want more analysis on those areas and coverage on timely topics to stay informed and educated. This will be home to that. Built by our institutional research team, our first edition is focused on agentic payments, an area that everyone from Coinbase to BlackRock is talking about. Check it out below and subscribe for free. And stay tuned for deeper analysis on it through our new podcast series this Friday. As always, if there’s a specific topic, project or theme you want us to cover, let us know!

Had a lot of fun sitting down with @TheOtherParker_ to discuss what I've seen in the market lately on the front of DATs, tokenization, private markets and more Check it out 👇

Apyx @apyx_fi

a week ago

Most crypto teams think good tech is enough. It’s not. The projects that survive are the ones that understand markets, distribution, liquidity, and narrative, not just engineering. In the latest Apyx Alpha, we sat down with @jacqmelinek of @StrataMedia_ and @_TalkingTokens to

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Most crypto teams think good tech is enough. It’s not. The projects that survive are the ones that understand markets, distribution, liquidity, and narrative, not just engineering. In the latest Apyx Alpha, we sat down with @jacqmelinek of @StrataMedia_ and @_talkingtokens to discuss why digital credit, DATs, RWAs, and tokenized equities are reshaping crypto markets. Timestamps • 06:15 Why DAT Summer 2.0 is beginning • 08:05 Why DATs must evolve beyond pure NAV trades • 08:58 Preferred equity + daily dividends disrupting TradFi • 10:23 Could Strategy eventually be disrupted? • 11:37 Why RWAs/tokenized equities are finally working • 12:33 The dangers of fake/tokenized pre-IPO assets • 14:28 Coinbase IPO perps + onchain price discovery • 15:49 Can prediction markets create reality? • 17:16 Why more private markets are moving onchain • 18:37 Why onchain assets still need real liquidity • 20:53 Why most crypto teams fail at messaging • 22:18 Why teams disappearing during bear markets is a mistake • 23:42 The rise of independent crypto media • 25:06 Why “build it and they will come” kills startups One of the best conversations we’ve had yet on where crypto capital markets are heading next. Watch here. 👇

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Apple Podcast podcasts.apple.com/in/podcast/wha… Spotify open.spotify.com/episode/10qMLY… YouTube youtu.be/bHnKqwU_Pm0

Today's pod is with @programmer, head of engineering at @CoinbaseDev and creator of x402 We dive into x402 in an easy-to-understand manner, @Coinbase’s role in bringing a payment protocol to the internet, AI agents using wallets and why Visa & Mastercard joined its x402 foundation. TIMESTAMPS: 00:00 – Intro 01:25 – Why AI becoming an economic actor made the internet's missing payment layer urgent 03:21 – What x402 actually is 05:14 – How x402 works like HTTP but for money and with any client, server, or payment 06:26 – What Erik wants people to build with x402: new business models beyond ads and subscriptions 08:31 – Who is already using x402: CoinGecko, Messari, a16z, and agent native publishers 09:56 – Why the 402 status code sat empty for decades 11:15 – Where x402 stands today: 15+ chains, stablecoins first, credit cards next 12:50 – Why Visa and, Mastercard joined the x402 Foundation 15:41 – Biggest use cases right now 17:16 – Are AI agents good traders? Why wallets for payments matter more than wallets for trading 19:17 – What needs to happen for AI agents to participate more meaningfully onchain 21:44 – Do AI agents understand value? Economic reasoning and budget awareness 23:22 – Long-term vision for: x402 26:40 – Final advice: play positive sum games with positive people Links below

"Stablecoins are one of the major unlocks that we've seen over the last ten years." Ben Reynolds, SVP and head of Big Business Banking at @SoFi explains why stablecoins became foundational infrastructure for crypto.

“With crypto, you can't just take back what was stolen, like it's gone.” @Jason_Barraza_, head of institutional BD at @redstone_defi explains the irreversibility risk in traditional DeFi exploits.

“A lot of that is because we're using tools like AI in order to bring product to market faster.” Ben Reynolds, SVP and head of Big Business Banking at @SoFi explains how AI is changing how banks ship crypto products.

Thank you for having me @jacqmelinek on @_TalkingTokens! Institutional tokenization is finally here and infrastructure is maturing to serve those use cases. That means accounting for guardrails, risk transparency, enabling new utility, and partnerships streamlining distribution. We cover a lot more, listen in! 👇

Talking Tokens Podcast @_TalkingTokens

2 weeks ago

Today's Talking Tokenization is with @Jason_Barraza_, head of institutional BD at @redstone_defi We talk why oracles are becoming more important in tokenized finance, RWAs as DeFi collateral, the buy-build-or-lease question for institutions, and why private credit is the talk of

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Stablecoin market cap is at all-time high levels of $323B Tokenized RWAs are back to $34B Asheesh Birla (@ashgoblue), CEO of Evernorth (@evernorthxrp), says the industry is past the hype cycle and institutions are using blockchain for tokenization and money movement