NEW EPISODE - The Next Bull Market is Here, and Obvious Crypto sentiment is exhausted, prices are down, and institutions are leaning in harder than ever. @CremeDeLaCrypto and @alekslarsen of @bcap join @TrustlessState to explain why this may be “the fattest pitch of the game,” how stablecoins are compounding activity across DeFi, why value is moving from infrastructure to applications, and why crypto may be approaching its post-broadband moment. TIMESTAMPS --- 0:00 Buybacks, Burns and Tokenholder Trust 5:47 Why Blockchain Capital Is Doubling Down 14:38 Institutions Arrive as Crypto OGs Lose Faith 21:03 From Infrastructure Scarcity to Abundant Blockspace 30:24 What AI Can Learn From Crypto 38:43 Stablecoins Become Onchain Working Capital 44:41 The Stablecoin Revenue Multiplier 47:40 Aave and Open Financial Infrastructure 55:08 The Roadmap for Tokenized Equities 59:41 Public Chains, Ownership and Compliance 1:04:24 Blockchain Capital’s Tokenized Fund 1:09:03 Bringing BCAP Fully Onchain