This week:

Stableminded Rebrand: The Frontier

Stabledash Research is officially in the wild - ask questions, get answers sourced from real conversations. Watch the demo

Top moments from the show - the best clips from this week's Stabledash Live

Two more Breakpoint interviews shipped

Plus: Mastercard buys BVNK for $1.8B, Visa builds for AI agents, and Dfns powers Stripe's Bridge

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Yesterday we quietly shipped something we've been thinking about for months.

Here's the problem: we've recorded over 100 conversations with the people actually building the stablecoin economy.

Founders, protocol leads, investors, policy experts. Hours of primary source insight that gets watched once, maybe clipped, and then buried in a YouTube archive.

Meanwhile, the same questions keep getting asked - what's the real state of cross-border stablecoin payments? Who's actually processing volume? What do issuers think about regulation?

The answers already exist. They're just trapped in long-form video.

Stabledash Research makes that archive queryable. Ask a question in plain English, get a synthesized answer attributed to real people from real conversations, with timestamp links so you can verify every claim in the original video.

This is an early beta. It's raw, it's evolving, and we're shipping in public. Each query costs one cent, paid via x402 - connect a wallet and go.

GBBC (Sandra Ro, CEO) on global stablecoin policy from the view of 119 jurisdictions. Created the CME Bitcoin Futures index, testified before the US Senate, European Parliament, and UK House of Lords. Watch the segment

Stables (Bernardo Bilotta, Co-Founder & CEO) on crossing $100M+ in monthly stablecoin payment volume. 35,000+ users across 150+ countries with 466% year-over-year growth. Watch the segment

Solana Foundation (Vibhu Norby, CPO & Interim CMO) on tokens.xyz and making tokenized stocks feel like Robinhood. Solana now processing $2T+ quarterly in stablecoin transfers with all top 10 stablecoins issued natively. Watch the segment

Easy Labs (Andrew Fisher, CEO) on programmable, non-custodial payments where stablecoins meet merchant infrastructure. Partnerships with Brale and Dfns powering credit, debit, ACH, wires, and stablecoins in one stack. Watch the segment

Kraken (Val Gui) on xStocks and democratizing US equity access for 7.6 billion people. Portfolio composability across TradFi and DeFi - sell your Nvidia and swap right into a meme coin. Watch the segment

Zama (Rand Hindi) on why fully homomorphic encryption is the only privacy tech that actually works for onchain finance. The case against ZK for real financial privacy. Watch the segment

Borderless (Kevin Lehtiniitty) on onchain FX and why provider choice is the real lever, not basis point fees. Powered by Dfns, democratizing enterprise-grade global settlement. Watch the segment

Codex (Haonan Li) on their FX launch day - compressing the fiat-to-stable border to zero. Why building credit instruments native to stablecoins beats retrofitting TradFi. Watch the segment

Knova (Natalya Thakur) on why Mastercard's $1.8B BVNK acquisition signals exactly where value gets extracted in the stablecoin stack. Watch the segment

KAST (Raagulan Pathy) on the path to a $100B fintech in 6-7 years. The 1B+ person TAM outside traditional geography and how stablecoin transaction data unlocks lending infrastructure. Watch the segment

_{Two more Solana Breakpoint 2025 interviews shipped this week.}

Amira Valliani, Solana Foundation discsusses the shift from "if" to "how" in stablecoin adoption, why cross-border payments have the strongest product-market fit, and how verticalized neobanks will serve historically underserved communities.

We sat down with Tom Warner, DoubleZero to dive into why the internet itself is the bottleneck limiting crypto payments, and how the network layer needs to be solved to make stablecoins competitive with legacy settlement.

_{Click the story to read more}

Mastercard to Acquire Stablecoin Infrastructure Firm BVNK for Up to $1.8 Billion

Five U.S. Regional Banks Join Cari Network to Build Tokenized Deposit Platform on ZKsync

Phantom Wallet Secures CFTC No-Action Relief

Tempo Mainnet Goes Live with Machine Payments Protocol for AI Agents

Visa Crypto Labs Ships First Product - A CLI Tool for AI Agent Payments

Polymarket Acquires DeFi Infrastructure Startup Brahma

Dfns Powers the Wallet Infrastructure Behind Bridge

Stableminded Episode 1 launches next week - Charles Yoo-Naut, founder of Rain. The frontier begins.

Drew is at Digital Asset Summit - expect coverage, conversations, and content from the ground.

Trace Finance Breakpoint interview drops Monday - the final episode of the Abu Dhabi series.

Stabledash Live continues Tuesday and Thursday - guests TBA.

Interviews Recorded at AVSC - Alpaca, Lead Bank, Western Union and more

Until next time,

Stay stable

Dfns is the institutional-grade custody and wallet infrastructure platform that lets enterprises build with digital assets — without building custody themselves. Secure key management, programmable wallets, and enterprise-grade compliance, all through one API.

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Special thanks to our sponsors: Altitude, Arculus, Artemis, Brale, Credit Coop, Coast and KAST.