Moonshots

Peter Diamandis × Dave Blundin × Alexander Wissner-Gross × Vlad Tenev

Robinhood Chain already handles well over $1 billion in daily DEX volume and roughly 200 tokenized U.S. stock tokens across 120-plus countries.That evidence strengthens Vlad Tenev’s tokenization thesis, while Bessant’s liability stance and Robinhood’s plumbing-not-alpha view define the regulatory, automation and competitive risks ahead.

Peter Diamandis × Anatoly Yakovenko × Dave Blundin × Salim Ismail × Alexander Wissner-Gross

Solana’s differentiated role is execution: valuable order flow makes traders pay for priority, while stablecoins could move $1 trillion to $10 trillion on-chain over five years and make settlement programmable.The catalyst is cheaper global capital formation, but adoption still depends on better interfaces and legal recognition of limited liability for smart-contract participants.

Peter Diamandis × Jeremy Allaire × Emad Mostaque × Salim Ismail

USDC is positioned as fully reserved, redeemable internet money, with a $76 billion market cap, over 90% year-on-year growth, and Circle’s recent IPO raising $1 billion.Its safety case rests on transparent, short-duration Treasury backing rather than fractional-reserve lending, while open, programmable rails could strengthen dollar demand and Treasury markets.AI-mediated transactions, corporate treasury, and cross-border settlement are nearer-term catalysts, but retail adoption remains a couple of years away and inflation, controls, and enforcement risks remain unresolved.