Mana Group

Shaping the Future of Finance

[Mana Group @_mana_group]

Lots of debate around self-optimisation as the moment

but here's a thought...

The most successful users of these tools may be the people who eventually stop using them.

Use the data
Learn the patterns
Build the habits

Then take the stabilisers off 🚴‍♀️

(@brevsin / @tribecap)

[lloydwahed @LloydWahed]

Banks and AI agents as the two dominant blockchain interfaces.
Alex sees this clearly.

The infrastructure question isn't whether institutions come onchain, it's what they build on top of when they do.

Full conversation from our S4M episode - well worth your time. 👇

[Mana Group @_mana_group]

WATCH:
https://t.co/2aayvXvR9D

LISTEN:
https://t.co/r8Iw3l2ZQi

[Mana Group @_mana_group]

Lots of debate around self-optimisation as the moment

but here's a thought...

The most successful users of these tools may be the people who eventually stop using them.

Use the data
Learn the patterns
Build the habits

Then take the stabilisers off 🚴‍♀️

(@brevsin / @tribecap)

[lloydwahed @LloydWahed]

"The token moves 24/7. The underlying asset often doesn't."

People think stablecoins are 24/7. They're not.

At scale - creation and redemption are still bound by Fedwire, repo markets, banking hours, and the broader rhythms of traditional finance.
That's the hidden friction.

The real question isn't how money moves. It's whether investors can move between forms of money, collateral, and risk at any hour.

The next chapter isn't better stablecoins, it's 24/7 capital markets.

My conversation with @wesarn_real / @CantonNetwork earlier this season on Searching for Mana
👇

[Mana Group @_mana_group]

The biggest misconception about AI is that it’s a software story

It’s a power story

Every major technological shift reshapes the hierarchy of companies, industries and nations

Those who master the new capabilities rise.

Those who don’t decline

@benedictcooney/@InstituteGC

[lloydwahed @LloydWahed]

"Crypto becomes TCP/IP. The banks become the UI."

@x10xalex's framing of where institutional adoption actually goes.

The banks already have the customer relationship, the regulation, crucially the customer trust and therefore become the layer the end user sees.

The chain runs underneath and most people won't even know they're using it.

My recent chat with Alex @RaylsLabs...

[Mana Group @_mana_group]

Four ideas. One episode.
If you haven't listened yet 👇

https://t.co/rDQzH5WRVu

[Mana Group @_mana_group]

One episode. Four operators. Three themes.
Five days ago we released 'The Intersection: AI, Crypto and the Institutional Moment' - a compilation cut from this season of Searching for Mana.

The four ideas worth taking from it 👇

[Mana Group @_mana_group]

What banks actually need.
Instant finality. Stablecoin gas fees. Two technical requirements existing chains couldn't deliver.
@x10xalex built a new Layer 1 (@RaylsLabs) rather than use an existing one. Why institutional adoption is harder than the headlines suggest.

[lloydwahed @LloydWahed]

"We spoke to all the Layer 2 providers and became very friendly with most of them.
Two requirements made the choice of a Layer 2 not work anymore: instant finality, and gas fees paid in stables."

@x10xalex (@RaylsLabs) on why he had to build a new Layer 1 for banks.

[Mana Group @_mana_group]

The institutional moment in one line.

[lloydwahed @LloydWahed]

Institutions used to have risk if they dabbled in crypto.
Now they have more risk if they're not in.

@perkinscr97 on his move to lead Franklin Crypto (@FTDA_US) and what's actually changed in the institutional view.

From 'The Intersection' - out now on Searching for Mana.

[Mana Group @_mana_group]

$300B in stablecoins today. Trillions within two years.
Hundreds of trillions in TradFi liquidity heading onchain.
AI agents about to transact natively.
Four operators on where this actually lands...

S4M
Out now

[lloydwahed @LloydWahed]

'AI is a centralising force.
Crypto is a decentralising one.
The two have to coexist.'

'The Intersection: AI, Crypto & The Institutional Moment'

Four operators on where this actually goes:
👉 @brevsin (@tribecap) on why blockchain becomes the ownership layer for the AI economy

👉 @perkinscr97 (@FTDA_US) on why institutions now have more risk if they're NOT in the space

👉 @syrupsid (@maplefinance) on the innovator's dilemma flipping in reverse

👉 @x10xalex (@RaylsLabs) on what banks actually need from a blockchain

Searching for Mana - Season 8, rolls on...

Full episode out now 🔽

[lloydwahed @LloydWahed]

'The Intersection: AI, Crypto & The Institutional Moment'

Four conversations from this season, distilled into one. 🍸

@x10xalex - @RaylsLabs
@brevsin - @tribecap
@perkinscr97 - @FTDA_US
@syrupsid - @maplefinance

Tomorrow on Searching for Mana.

[lloydwahed @LloydWahed]

"There's a lot of stablecoin know-how inside of @parfin_io and @RaylsLabs.

@tether invested in Rayls and Parfin, so I think that also gives us this stamp that we are very close to them.

So there's all that kind of going for it.

Stablecoin is a big focus for us."

- Alex Buelau (@x10xalex)

[lloydwahed @LloydWahed]

Most people don't want to learn how to fly the plane
They just want to get there.

But the difference?

Trad-Fi has never offered flying lessons

Crypto does. 🧑‍✈️

✈️

@x10xalex - @RaylsLabs / @parfin_io

[Rayls @RaylsLabs]

Banks and AI agents may become two key interfaces between users and blockchain.

On Searching for Mana, @x10xalex joined @LloydWahed to discuss what that means for financial infrastructure.

High throughput. Fast finality. Short block times. Predictable gas fees.

Alex also breaks down why Rayls was built as a Layer 1, with stablecoin gas, instant finality, and hybrid private/public architecture designed for financial institutions.

A conversation on bringing TradFi liquidity onchain, connecting it with DeFi, and building for the next phase of financial markets.

Listen here ↓
https://t.co/MchWQqK50g

[lloydwahed @LloydWahed]

Full Episode Here:
https://t.co/DtaiWF7H7q