How do stablecoin-first blockchains win distribution? Does TVL actually map to value? And why speculation may become the default language of online culture.
In this 3-part episode, we explore three different important stories.
Segment 1: CoinFund’s Seth Ginns explains how newly launched stablecoin chain Plasma aims to compete, plus why the “stablecoin race” with Circle and Stripe is just beginning.
Segment 2: Solana Foundation president Lily Liu lays out why revenue—not TVL—should be crypto’s north-star metric, whether TVL can be easily gamed, and what a better DeFi metric stack looks like.
Segment 3: Figment Capital’s James Parillo makes the case for Pump.fun and “AudienceFi”: how creator coins can financialize streaming, whether token collapses are a feature, and why both perps and memecoins rhyme with gambling.
Thank you to our sponsors!
James Parillo, General Partner at Figment Capital
Lily Liu, President of Solana Foundation
Seth Ginns, Managing Partner and Head of Liquid Investments at CoinFund
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