Crypto & Stablecoins

The crypto topic is not about coin prices — it is about structure: how stablecoins make money, how the MicroStrategy leverage loop works, how liquidations happen, and what institutional entry has changed. Guests include former big-tech blockchain builders and Web3 fund investors. The core question: which parts are genuine financial innovation and which are old risks in new wrappers. This field runs on narrative, so our method is to take every model down to the cash-flow level — where the money comes from, where it goes, who bears the risk — and judge only after the teardown.

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