This week's edition unpacks the shift from Bitcoin speculation to actual building, and why institutional money demands predictable earnings over pure price exposure. We explore how Nakamoto Holdings is mirroring traditional finance structures—and the surprising implications for the future of crypto adoption. Plus, a deep dive into Aave’s infrastructure overhaul and the race to secure a post-quantum future.

Explore the full visual digest at pers-int.com

0:00 - Introduction
1:00 - Institutional Adoption & RWA Tokenization
11:07 - AI & the Agent Economy
16:07 - Post-Quantum Cryptography
18:56 - Blockchain Infrastructure & Scalability
21:00 - DAO Governance & Decentralization
23:00 - Conclusion

Referenced sources:
Funding Abundance Aave's Vision for DeFi and Real-World Assets Stani Kulechov (Bell Curve)
The real story behind NAKA's BTC Inc transaction (Blockspace: A Bitcoin Podcast)
Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO (Unchained)
Uneasy Money Why Peter Steinberger and Non-Crypto People Hate the Crypto Mob (Unchained)
lean Ethereum Part 1 Introduction with Justin Drake (Zero Knowledge)
Introduction to Lean Ethereum with Justin Drake (Zero Knowledge)
lean Ethereum Part 2 PQ Signatures and Poseidon with Dmitry and Benedikt (Zero Knowledge)

This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.