
Sam Kazemian discusses the future of stablecoins and on-chain businesses in light of recent regulatory changes.
Sam Kazemian breaks down why the Genius Act's 120-day default acceptance is the most bullish structural change for compliant stablecoins, why you can't vibe code liquidity or DeFi integrations regardless of AI, and why the stablecoin supply step function could arrive in 6 to 8 months. Sam Kazemian is Founder of Frax Finance, the protocol behind FRAX USD, a Genius-compliant decentralized stablecoin operating system. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world. Timestamps 00:00 Genius Act Q1 2027 01:28 120-Day Default Acceptance 03:40 FRAX USD Genius Compliant 04:07 Biggest Stablecoin On Aave 08:05 Can't Vibe Code Liquidity 09:06 Investable DeFi Tokens Breakdown 12:42 Two Types Of Stablecoins 15:20 New On-Chain Assets Coming 19:15 Supply Growth Drives Buybacks 23:18 Reinvest Now Burn Later 27:33 Institutional Players Move Slower 28:41 Stablecoin Step Function Guest Socials: Sam Kazemian X: https://x.com/samkazemian Frax Finance X: https://x.com/FraxFinance Frax Finance Website: https://frax.com/ Partners: Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here…
Better than Banks, Dinari, Relay
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