🚨 Ep. 94 of @TokenizedPod: Why Robinhood Are Going All in on Tokenized Stocks and Prediction Markets @sytaylor is joined by: 👉 @HadickM, GP, @dragonfly_xyz 👉 @Sikes_, COO, @public 👉 @ethanyish, Co-Founder & CEO, @AlliumLabs To discuss: 💳 Embedded wallet acquisitions and consolidation trends in crypto infrastructure ❗️ Monetization challenges and value accrual for standalone infrastructure providers 🤔 Comparing embedded wallets to Plaid's integration moat and maintainability 🛠️ Limited DeFi integrations needed versus traditional fintech like Plaid 🌎 Stablecoin adoption challenges for US brokerage on-ramps and payments 📊 Tokenized stocks' small scale relative to Robinhood's core equities business 🧠 Tokenized stocks as a global expansion strategy for US fintechs 🌐 Institutional demand for 24/7 trading and tokenized collateral for weekend risk ⛓️ Stablecoins overindexed in consumer cross border payments versus fiat 📈 Prediction markets surge driven by politics, sports, and institutional hedging *** Timestamps: 00:00 Introduction 0:30 Embedded wallet acquisitions and consolidation trends in crypto infrastructure 2:16 Monetization challenges and value accrual for standalone infrastructure providers 5:48 Comparing embedded wallets to Plaid's integration moat and maintainability 9:49 Limited DeFi integrations needed versus traditional fintech like Plaid 12:26 Stablecoin adoption challenges for US brokerage on-ramps and payments 14:52 Tokenized stocks' small scale relative to Robinhood's core equities business 16:36 Tokenized stocks as a global expansion strategy for US fintechs 23:00 Institutional demand for 24/7 trading and tokenized collateral for weekend risk 31:02 Stablecoins overindexed in consumer cross border payments versus fiat 39:43 Prediction markets surge driven by politics, sports, and institutional hedging *** 👉𝘚𝘦𝘢𝘳𝘤𝘩 '𝘛𝘰𝘬𝘦𝘯𝘪𝘻𝘦𝘥 𝘗𝘰𝘥𝘤𝘢𝘴𝘵' 𝘖𝘯 𝘠𝘰𝘶𝘛𝘶𝘣𝘦. 𝘈𝘱𝘱𝘭𝘦, 𝘚𝘱𝘰𝘵𝘪𝘧𝘺 𝘰𝘳 𝘢𝘯𝘺 𝘗𝘰𝘥𝘤𝘢𝘴𝘵 𝘗𝘭𝘢𝘺𝘦𝘳! 👈