Four conversations from this season of Searching for Mana, woven into one.
Chris Perkins on why Franklin Templeton bet on him to run their crypto platform, and why institutions now have more risk if they're not in the space.
Sidney Powell on Maple's reverse innovator's dilemma against the JP Morgans and Blackstones now circling the Bitcoin backed loan market.
Alex Buelau on what banks actually need from a blockchain, and why instant finality and stablecoin gas fees changed how he built Rails.
Boris Revsin from Tribe Capital on the centralising force of AI meeting the decentralising force of crypto, and why the 57th L1 probably isn't capturing much value anymore.
Three themes run through it: the institutional moment, the AI and blockchain intersection, and the macro backdrop pushing both.
If you've been following along, this is the through-line. If you're new, it's four reasons to come back next week.
Follow on X!
Lloyd Wahed: @lloydwahed
Alex Buelau: @x10xalex
Sidney Powell: @syrupsid
Chris Perkins: @perkinscr97
Boris Revsin: @brevsin
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