Untangling Web3

🎙 The podcast that simplifies tomorrow's tech, today.

Hosted by @AlecJBurns and @JackODavies_
🔗

[Untangling Web3 @untanglingweb3]

🎙 Untangling Web3

The podcast that simplifies tomorrow's technology, today.

Follow and subscribe to join our journey to untangle Web3.

[Untangling Web3 @untanglingweb3]

Check out the full episode with Sean Lee (@AgentSeanLee) Host of @onchaincap_:

Youtube: https://t.co/I6OHpswC3r

Spotify: https://t.co/PhEwnqN3VB

Apple podcast: https://t.co/efx9aMwfUh

[Untangling Web3 @untanglingweb3]

Why do we need both native crypto assets and tokenized real-world assets?

Native assets fuel blockchain infrastructure (gas fees, value transfer). Tokenized assets like stablecoins bring real-world value (USD equivalents) onto the chain.

[Untangling Web3 @untanglingweb3]

One of the biggest takeaways from this conversation:

In ten years, many people may be using blockchain every day without realizing it.

Much like the internet today, the infrastructure fades into the background while the benefits become part of everyday life.

🎙️ Watch the full episode: https://t.co/q7myN35KPk

💬 Which technology will have the bigger impact on finance over the next decade: AI or blockchain? Or is the real answer the combination of both?

[Untangling Web3 @untanglingweb3]

🚨 New Episode: Untangling the Future of Money with Sean Lee 💸🌍

🎧 Watch now: https://t.co/1YYAb0ygb1

The future of money is being built faster than most people realize.

📊 Stablecoins now exceed $250B in circulation.
🏦 Major banks are actively exploring tokenization and digital assets.
🤖 AI is beginning to automate everything from compliance to investment decisions.
🌏 Governments across the US, Hong Kong, Singapore, Europe, and the Middle East are competing to become the financial hubs of the next digital era.

This week we sit down with Sean Lee (@AgentSeanLee), Co-Founder of OSN, Host of @onchaincap_ and former CEO of the Algorand Foundation (@AlgoFoundation), to explore what happens when blockchain, AI, regulation, and geopolitics all collide at the same time.

The result may look very different from both traditional finance and today's crypto industry.

[Untangling Web3 @untanglingweb3]

Another major theme:

👉 AI may transform financial services even faster than blockchain.

Risk management.
Compliance.
Fraud detection.
Customer service.
Treasury operations.

Much of finance is becoming increasingly software-driven and automatable.

One observation from Sean stood out:

The biggest winners may not be the companies with the best AI or blockchain technology.

They may be the companies that make complexity disappear completely for us,

[Untangling Web3 @untanglingweb3]

AI accelerated Majorana 2's development - which means the timeline just got harder to predict, and probably shorter.

"We'll upgrade in time" might be the most expensive assumption in crypto right now. Who decides when "in time" has passed?

[Untangling Web3 @untanglingweb3]

Anthropic filed weeks after SpaceX's IPO announcement.

The company that built its brand on slowing down is now in a race.

At what point does "responsible AI" become a quarterly earnings line item?

[Untangling Web3 @untanglingweb3]

Anthropic filed for an IPO that could be the largest in history.

The company was founded because its team thought OpenAI was moving too fast.

Now it's racing to capture public capital before the AI hype cycle cools.

[Untangling Web3 @untanglingweb3]

More on this - Untangling Web3, tomorrow's tech today:
https://t.co/NLiBJDCZIv

[Untangling Web3 @untanglingweb3]

Public shareholders don't fund missions. They fund growth.

Once Anthropic's S-1 hits analyst desks, the questions change: revenue per user, compute costs, path to profit.

OpenAI restructured away from its non-profit roots and called it "continuing the mission." The mission bent.

[Untangling Web3 @untanglingweb3]

This week on Untangling Web3, we were joined by Ultan Miller, CEO of @hectofinance:

Check out the full episode now:

Youtube: https://t.co/Q3H7WxWbiz

Spotify: https://t.co/1Nu6wKr8Ut

Apple Podcasts: https://t.co/jKNLk9oBGt

[Untangling Web3 @untanglingweb3]

Could massive companies skip IPOs altogether? Alec and Jack explore a future where pre-IPO giants like Anthropic and OpenAI become the new 'Mag 7' for investors, bypassing public markets entirely. What does this mean for stock exchanges and UK tech growth? 🤔

[Untangling Web3 @untanglingweb3]

More on this - Untangling Web3, tomorrow's tech today:
https://t.co/NLiBJDCZIv

[Untangling Web3 @untanglingweb3]

Bitcoin ETFs just bled $2.97B in 10 straight days of outflows - a record streak.

Not during a crash. While global equities were hitting new highs.

Institutions weren't running from risk. They were running toward something else.

[Untangling Web3 @untanglingweb3]

Bitcoin was supposed to be the asymmetric bet institutions had been waiting for.

But asymmetric bets have competition now.

When Nvidia has a product roadmap and Bitcoin doesn't, which one do you think a portfolio manager pitches to their committee?

[Untangling Web3 @untanglingweb3]

That something else is Nvidia and SoftBank's AI trade, which helped push global stocks to record highs the same week ETF money walked out.

The ETF wrapper made Bitcoin easier to buy. Turns out it made it just as easy to sell when a better story showed up.

[Untangling Web3 @untanglingweb3]

Brian Armstrong wants stablecoins that pay interest - like a savings account, but without JPMorgan in the middle.

Dimon's CLARITY Act warning is simple: if that's allowed, deposits leave banks.

A century-old business model doesn't survive that. And Dimon knows it.

[Untangling Web3 @untanglingweb3]

Jamie Dimon said three words that explain everything about this stablecoin fight: "The banks will not accept it."

That's not a legal argument. That's the most powerful banker in America telling Congress what to do.

The target: Coinbase's plan to pay users yield on digital dollars.

[Untangling Web3 @untanglingweb3]

Congress is now the tiebreaker between two men who both want to control where your money sits.

One runs the biggest bank in America. One runs the biggest crypto exchange.

Only one of them can win this vote.

[Untangling Web3 @untanglingweb3]

More on this - Untangling Web3, tomorrow's tech today:
https://t.co/NLiBJDCZIv