CoinDesk Podcast Network

Is big money choosing Solana?

Kyle Samani, co-founder of Forward, breaks down his latest deal on the main stage at Solana, a minority stake in Henri, a reinsurance RWA yielding 12-13%, funded by a Galaxy debt facility at 3.5%. He makes the case for why Solana has quietly become the dominant chain for institutional payments, tokenized equities, and real world assets. From Western Union and Visa to Meta and PayPal, the biggest names in finance are all building on the same rails. Plus, why he thinks most altcoins are bleeding out, Ethereum L2s are in trouble, and why this bear market might be the best investing opportunity in crypto right now.

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Timecodes:

00:00 - Kyle Samani at Consensus Miami 2026

02:08 - Bear Markets Are Where Winners Are Born

03:30 - Why Solana Is Winning Payments and RWAs

06:00 - DTCC's Tokenized Equities Pilot and SEC's Project Crypto

08:48 - Building a Market Maker With Claude Code

10:00 - Agentic Payments and the x402 Protocol

13:46 - Why Institutions Pick Public Chains Over Walled Gardens

15:43 - Why Solana: Gas, On-Ramps, Neutrality

17:21 - Are Ethereum L2s in Trouble?

Tom Lee says Strategy's BTC sale is "bottom behavior."

Bitmine's Tom Lee told CoinDesk that the record 11-day bitcoin ETF outflow streak and Strategy's first BTC sale since 2022 are just typical signs of a market bottom. CoinDesk's Sam Ewen hosts "CoinDesk Daily." 

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This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Diving deeper on AI with Gary Vaynerchuk.

Gary Vaynerchuk, Chairman of VaynerX and CEO and Creator of VeeFriends, joins Gen C to discuss why we are living through the most consequential technological moment since electricity. Sam and Gary dig into his long-held conviction that NFTs are a generational collectible, not a fad, his bold thesis that the rise of AI will trigger a massive IRL comeback, and why agentic commerce will make brands more important, not less.

Links mentioned from the podcast:
Gary’s Twitter: https://x.com/garyvee
Vayner Website: https://vaynerx.com/
VeeFriends Website: https://veefriends.com/

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"Gen C" features host Sam Ewen. Executive produced by Uyen Truong.

Anthropic has filed for an IPO and Strategy finally sold bitcoin for the first time since 2022.

Welcome back to The Blockspace Podcast! Anthropic has filed for an IPO as the public markets race for frontier AI companies heats up. Plus, Strategy just sold bitcoin for the first time since 2022, and Lygos’ Francis Corvino joins to give his take on whether Strategy is losing favor as Strive makes inroads with BTC treasury investors. We also welcome DMG’s Sheldon Bennett and Steve Eliscu to discuss DMG’s flagship, 50 MW AI data center in BC, Canada. And to finish the show, we touch on IREN’s new $3.65B GPU finance deal and a new executive order in Utah to regulate the roll out of AI data centers in the state. 

Check out our latest report, “What’s a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/

Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com

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Strategy sells Bitcoin for the first time since 2022.

Strategy sold 32 bitcoin between May 26 and May 31 at an average price of $77,135. Proceeds will fund distributions on its preferred stock. The news pushed bitcoin under $72,000. CoinDesk's Sam Ewen hosts "CoinDesk Daily."

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This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.