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FrictionlessEN · 73 min

Why AI is Unbundling Faster Than You Think with Tarun Chitra | Ep 164

Logan JastremskiTarun Chitra

Crypto’s investable edge is shifting from protocol tokens toward wallets, order flow, and execution as the sector becomes “TradFi plus.”Stablecoins rising from roughly $300 billion to $1 trillion could drive more than 3x lending and trading growth, while Hyperliquid offers clearer accrual.Agent-directed retail flow at 20-30% of volume could reshape market timing, with wrapper economics and compute settlement still unresolved.