The surge of RWAs, AI and tokenized equities, with Galaxy and Ondo

Episode 66 of The Crypto Beat was recorded with Tim Copeland, Kelvin Sparks, Galaxy's Michael Marcantonio, and Ondo's Matt Blumberg.

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In episode 66 of The Crypto Beat, Tim and Kelvin were joined by Galaxy's Michael Marcantonio and Ondo's Matt Blumberg to discuss how AI agents will operate in the economy, and how crypto and DeFi are primed to play a key facilitating role. They also make the case that, despite the bearish price action, every fundamental indicator is screaming bullish.

OUTLINE
00:00 - Introduction
02:40 - AI Meets the Money Legos
07:05 - Galaxy's AI & Crypto Thesis
09:17 - AI Trading Agents in Practice
14:48 - Ondo Perps & Capital Efficiency
21:50 - Perps Architecture Deep Dive
28:00 - Yield Capture as the New Meta
32:40 - Most Bullish Bear Market Ever
39:00 - BTC Price Predictions
45:00 - The Store of Value Debate
50:00 - AI Agents as DeFi's UX Fix

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