SPECIAL: How To Position For The Institutional Crypto Frenzy with Arthur Hayes, Guy Young, and Omer Goldberg Wall Street's crypto breakthrough has begun, and stablecoins are the battleground. In today’s episode, @ayyyeandy and @robbie_rollup sit down with @CryptoHayes, CIO of @Maelstromfund, @omeragoldberg, founder of @chaos_labs and @gdog97_, founder of @ethena_labs to explore: > The Biggest 'Brrrr' Since COVID > Trump's Tariffs & Rate Cuts > Why Macro Is Finally Lining Up For Crypto > Circle IPO & USDT Dominance > Ethena's New Converge Chain & USDtb > Real-Time Risk via AI + Oracles > What Institutions Actually Want Full episode links below. Timestamps: 00:00 Intro 01:02 Frax Ad 01:30 Guy and Omer’s Backgrounds 04:52 Arthur's Takes on Tariff’s 10:30 Circle’s Distribution Problem 12:49 Macro Market Realities & Potential Fallouts 18:19 Market Volatility Reactions 20:40 Ethena’s Institutional Relationships 29:21 Eastern vs Western Trading 35:09 Mantle Ad 35:51 RedStone Ad 40:07 Converge Chain Launch 101 47:37 Best Market Positioning Strategy 53:48 Next Era of Stablecoins