Between2Chains B2C021: Blockchain and the evolution of payments and banking ( w/ Michael Del Grosso )

Episode Summary

May 20 2021 . 50 MIN
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B2C021: Blockchain and the evolution of payments and banking ( w/ Michael Del Grosso )

Senior Research Analyst at Compass Point, Michael Del Grosso, joins this episode to talk about the evolving digital assets ecosystem how it affects the sectors and companies he covers, including fintech, payments, Coinbase, and Silvergate. Del Grosso shares his thoughts about the evolution of some of these industries as well as how he views Defi and the digital assets landscape going forward.


Show Notes

Senior Research Analyst at Compass Point, Michael Del Grosso, joins this episode to talk about the evolving digital assets ecosystem how it affects the sectors and companies he covers, including fintech, payments, Coinbase, and Silvergate. Del Grosso shares his thoughts about the evolution of some of these industries as well as how he views Defi and the digital assets landscape going forward.


Content Notes:

Host Peter Hans and Michael Del Grosso explore the following topics during the show:

  1. The evidence Del Grosso sees that the digital assets sector is growing in popularity with audiences from hedge funds, mutual funds, equity, fixed income and other traditional asset classes
  2. The current narrative among traditional payment networks and how blockchain may affect their business models
  3. Why he believes every other country has a leg up on the U.S. when it comes to central bank digital currencies
  4. Where he sees the stable coin market headed in the shorter and longer term and what it could mean for both users and merchants
  5. The impact of Paypal on the overall market and where Del Grosso sees it going in the future
  6. Why Del Grosso thinks Silvergate is an interesting company, what makes it unique, and his differentiated view on the bank
  7. How he views the opportunity of Coinbase, the near-term concerns he is keeping an eye on, and how Paypal, Square, and others may threaten its longer term business

 

Transcript:

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Peter Hans

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