Really enjoyed this chat with Ben Forman from @paraficapital Ben is a KKR / TPG private equity alum who transitioned to build ParaFi into one of the leaders in Digital Assets investing. We discuss: - Why stablecoins are a big deal - The impact of stablecoins on credit intermediation - Winners & Losers: Stripe, $V, $MC, $AXP, $C, $JPM - Dollarization of Emerging Markets - Is there a Diem 2.0 coming? - RobinHood $HOOD vs. Coinbase $COIN - Tokenization and the opps in the ABS market - Treasury Companies: Boom or Bust? Lookup "Lumida Non-Consensus Investing" on Youtube, Spotify for the full conversation.

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