MC Lader & Marvin Ammori (Uniswap)

Bullish:

• $STABLES - Stablecoins are seen as a promising technology for global financial access and instant transactions, with potential applications in machine-to-machine transactions for AI systems.

  • “I'm really excited about stablecoins as a starting point to to store your money without needing a bank and a bank account. Right? So I think that's the big it's the sort of most useful part of composable money that then for people all over the world to have access to dollars and to be able to transact instantly.”

    MC·46:09

  • “I also I think that this will be a part of how machines transact. Right? Like, we're using more and more more more and more machines under the hood of chat GPT and all the LLMs. And and so I think that stablecoins are gonna be very effective for for that, for, like, that like, agentic commerce.”

    MC·46:09
• $DEFI - DeFi is expected to grow with new companies emerging to scale opportunities, potentially becoming the rails for all financial transactions.

  • “So I think all all those things, I think, are kind of obviously going to happen now. Like, they're sort of all happening, and I think we'll see new companies, hopefully including mine, emerge to kind of, like, to scale those opportunities.”

    MC·46:09

  • “That is the vision and the thesis of Uniswap. Right? That DeFi will be the rails for all five. So I'd say, at least for me, I I had to believe that vision to be at Uniswap.”

    Marvin·1:00:06
• $ZKPROOFS - Zero-knowledge proofs are being applied in real-world scenarios, such as age verification for social media access in Australia, indicating potential growth in this technology.

  • “So in Australia where they've now have kids 16 aren't supposed to use social media. Yep. Now they're using ZK proofs to verify people's ages.”

    MC·48:24
• $DERIVATIVES - Derivatives and repo markets are potential areas for early blockchain adoption in traditional finance, particularly for global money movement.

  • “I could see it being derivatives. I could see it being re like, something really boring, like repo where you need global money movement.”

    MC·1:02:13