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Podcast Episode

Stablecoins Are Creating a New Financial System

Layer One··28 May 2026·56 min

About this episode

In Episode 14 of Layer One, The Block’s Kelvin Sparks and co-host Ava Labs President John Wu are joined by OpenTrade CEO David Sutter and Mercury Partner Samantha Lewis to break down the rapid growth of stablecoins and why yield infrastructure could become one of the most important layers of the onchain financial economy. OUTLINE 00:00 - Introduction 01:26 - Bitcoin Origins 02:46 - Mercury’s Thesis 06:09 - Stablecoins Win 08:47 - Yield Infrastructure 11:58 - OpenTrade’s Model 20:59 - Stablecoin Adoption 31:32 - Clarity Act 38:07 - AI and Blockchain 51:46 - Bear Market Builders 55:31 - Closing Thoughts Guest links: David Sutter - https://x.com/btc_dave Samantha Lewis - https://x.com/sjolewis OpenTrade - https://x.com/opentrade_io Mercury - https://x.com/mercuryfund Host links: John Wu - ⁠⁠⁠https://x.com/John1wu Kelvin Sparks - https://x.com/imyoungsparks⁠⁠⁠ The Block - https://x.com/TheBlockCo Ava Labs - https://x.com/avalabs --------------------------------------------------------------------------------- Subscribe to The Block's Newsletters! 🚨 Breaking News 👨‍🔬 Expert Analysis 📈 Market Insights Subscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠ -------------------------------------------------------------------------------- Hiring in crypto? 🧠 Find top talent fast with Campus, powered by The Block! ✅ Challenge candidates with our Crypto Assessment Test ⚡ Hire faster, build stronger teams Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus