About this episode
Banks are actively fighting to block yield-bearing stablecoins because they know what's coming.We sit down with Sean Kelley, VP at Frax, to cover how frxUSD is bridging DeFi and TradFi, why RWA looping is attracting institutional capital, and what the GENIUS Act means for stablecoin payments.We cover:- Why Banks Are Terrified of Yield-Bearing Stablecoins- The RWA Looping Strategy Institutions Are Racing Into- How frxUSD Is Backed by Multiple RWA Issuers- The GENIUS Act's Real Impact on Stablecoin Competition- ATW's $50M Bet on frxUSD- Frax's Play to Cross the TradFi ChasmThe RollupTimestamps:00:00 Intro01:10 Frax Update & Growth Strategy04:56 Institutional Vaults & RWA Backing07:25 Hibachi, Infinify Ads08:08 RWA Looping Thesis11:16 Why Institutions Are Looping On Chain12:43 Growing Stablecoin Supply14:25 Genius Act & Regulatory Landscape16:48 Yield Passthrough & Bank Workarounds18:18 Trezor, YEET Ads18:42 Capital Flight From Banks20:59 Banks vs. Stablecoins Dynamic22:52 Repo Markets & Large Capital Flows24:18 Canton, LayerZero & Tempo Partnerships25:29 Institutional FOMO & Pipeline Evolution27:20 Engineering Acceleration & Bottlenecks28:38 Roadmap: Aave, Ether.fi & Mobile App31:05 Closing ThoughtsWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures??????????: ????????? ?? ?????????????? ??? ???? ????????? ????? ???? ???????? ????? ????????? ????????? ????, ????? ?????, ???????? ??????? ??? ????. ?? ??????? ?????? ?????????? ???? ???????, ?? ??? ???? ? ?????????? ?? ??? ?? ? ???????????, ?? ???? ?? ??? ???? ?? ???? ?????? ???? ???? ?? ?? ?????. ?? ??? ???????? ?? ??????????? ??????? ????????, ??????? ?? ????? ?? ????????? ??????. ?? ??? ??? ????????????? ?? ???????? ????????.
