In this episode of the Crypto Beat, Tim Copeland and Kelvin Sparks are joined by Mason Nystrom, Junior Partner at Pantera, to discuss how stablecoins could be the tech that transforms fintech fails to be more internet blockchain native, what the Hyperliquid USDH bidding war signals for capturing payment flow, and the tokenization of real-world assets including collectibles like Pokemon cards.



OUTLINE

00:00 - Introduction

01:44 - Mason’s origin in crypto

03:35 - Research vs. VC investing

04:46 - The $1T stablecoin thesis

06:31 - Tempo: Stripe/Paradigm’s payments L1

08:55 - Retail upside & neutrality questions

14:18 - Why Stripe self-disrupts

20:12 - Hyperliquid’s USDH bidding war

23:43 - RWAs: tokenized collectibles

28:48 - Launchpads & DeFi platformization

33:08 - SocFi: Pump.fun vs. FriendTech

43:59 - Prediction markets & regulation




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Guest links:

Mason Nystrom - https://x.com/masonnystrom

Pantera - https://x.com/PanteraCapital



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