New Delphi Podcast with Alex Wilson (
@AlexWilsonTGB), co-founder of Cyclops and The Giving Block
He sold The Giving Block to Shift4 a year after raising. Now he's building stablecoin rails for payments companies
Shift4 is a customer and an investor. Out of stealth in March, Series A in July, more than 10 customers this year when they hoped for 3
His take: most of the world's 200 currencies won't make it. Fewer than 25 left in five to ten years
00:00 Intro
04:39 The Door-to-Door eBay Hustle
15:59 The $50M Anonymous Donation
17:41 Beating Coinbase by Going Narrow
19:55 Sold to Shift4 a Year Later
25:23 From Shift4 to NASA
27:31 Lessons From Jared
29:33 Hiring to Scare People Away
31:08 Why Start Cyclops
36:22 A Ticket to Space in Stablecoins
37:54 Who Stablecoins Cut Out
40:15 Agents Need New Checkouts
43:04 200 Currencies Down to 25
46:12 Seed to Series A in a Year
49:38 Swinging for a $10B Exit
Full episode