
(00:00) Intro and Major Headlines
(01:00) Circle's Explosive IPO and Its Implications
(04:46) Tether's Astonishing Profits and Market Position
(07:39) The Great IPO Rush: Gemini and Beyond
(10:40) X Bets on Polymarket
(13:51) Stripe as AWS of Internet Money
(16:35) The Fight for Wallet Freedom in Congress
(19:53) Conclusion: The Future of Money