Where crypto meets Wall Street. Host @NateGeraci brings investors candid conversations with the people shaping the future of digital assets & finance.
Overland Park, KS
Joined June 2024
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Who do you call when something breaks onchain?
@rali_perduhova of ANDRA tells @NateGeraci that confusion is exactly why she built a working group bringing every ETF primary market participant into one room.
Knowing who to call matters as much as the technology.
Watch the Full Crypto Prime Podcast Episode: youtu.be/0_p3L8aeHv8
Global distribution is the real prize in ETF tokenization.
@rali_perduhova of ANDRA tells @NateGeraci tokenized shares could open ETFs to markets outside the US that can’t access them today.
Agentic trading needs the same new rails.
Watch the Full Crypto Prime Podcast Episode: youtu.be/0_p3L8aeHv8
Crypto Prime retweeted
My conversation w/ @rali_perduhova on ANDRA, a new ETF tokenization platform…
We discuss:
-How ANDRA works
-Why ETF issuers should pursue tokenization
-Current interest from issuers
-Why built on Canton Network
-Competition around tokenization infrastructure
-Why SEC’s innovation exemption matters
-Future of tokenization
via @CryptoPrimePod
Ondo's tokenized stocks and ETFs have quickly ramped up to over $1.25 billion in TVL.
@JohnHoffman2038 of @Ondo explains to @NateGeraci how the firm got there.
It all started with treasuries.
Watch the Full Crypto Prime Podcast Episode: youtu.be/6ZJxt0VeCLo
The next frontier isn't crypto or AI.
It's both at once.
@JohnHoffman2038 of @Ondo tells @NateGeraci that digital assets are colliding with artificial intelligence very quickly.
Watch the Full Crypto Prime Podcast Episode: youtu.be/6ZJxt0VeCLo
Crypto Prime retweeted
My conversation w/ @Ondo’s Head of Product Portfolios…
@JohnHoffman2038 discusses how the firm’s tokenization platform works, its recent collaboration with BlackRock to bring model portfolios onchain, the evolving regulatory landscape for tokenized assets, and where the technology is headed.
via @CryptoPrimePod
Timestamps:
0:00 - Intro
1:00 - Early days of ETFs vs current state of tokenization
5:17 - How Ondo’s tokenization platform works
10:59 – BlackRock onchain model portfolios
13:44 - How tokenized portfolios are created & redeemed
18:02 - Tokenized securities vs owning underlying stock/ETF
20:46 - SEC’s innovation exemption & regulatory landscape
25:31 - What Ondo wants to see from regulators
27:32 - Why tokenization could transform financial markets
32:38 - How quickly will tokenization be adopted?
AI agents are exploding in prevalence.
Robbie Mitchnick (@robbiemitchnick) of @BlackRock explains to @NateGeraci that stablecoins and digital asset native monetary options are naturally suited for agentic commerce.
$ETH remains the largest platform powering that infrastructure
Watch the Full Crypto Prime Podcast Episode: youtu.be/k5lhWmP_iUo
Novel emerging technology.
Unique monetary alternative.
Both at once.
@robbiemitchnick of @BlackRock tells @NateGeraci that trying to label $BTC as simply risk-on or risk-off misses the point entirely.
Gold is the closest comparison, and even that's not a perfect fit.
Watch the Full Crypto Prime Podcast Episode: youtu.be/k5lhWmP_iUo
Crypto Prime retweeted
My conversation w/ @BlackRock's Robbie Mitchnick...
It's all here.
We discuss:
-IBIT demand, incl recent $2.5bil surge
-Advisor & inst’l investor adoption
-Individual in-kind creations
-Can BlackRock hold too much btc
-Current btc investment thesis
-Btc premium income ETF
-ETHA & ETHB
-Investment case for eth
-Other crypto ETF launches?
via @CryptoPrimePod
$SOL is on an island. But it's a great island.
@Duncanmoir of @21shares tells @NateGeraci that Solana is thriving on its own ecosystem.
Strong business development and web2 developer migration are why it works.
Watch the Full Crypto Prime Podcast Episode: youtu.be/ZtgO2otbCRc
A weaker dollar and rising inflation have historically been positive for $BTC.
@Duncanmoir of @21shares tells @NateGeraci that early signs of that environment are emerging now.
Bitcoin appears to be finding a floor and a turnaround looks possible.
Watch the Full Crypto Prime Podcast Episode: youtu.be/ZtgO2otbCRc
Why are crypto ETFs so popular?
Zach Pandl (@LowBeta) of @Grayscale tells @NateGeraci they package together every question an investor needs to answer into one instrument.
Custody.
Liquidity.
Pricing.
Staking.
Done.
Watch the Full Crypto Prime Podcast Episode: youtu.be/XXpZ0W6SRW4
