Episode Description
Can a digitally native dollar outcompete the systems that built global finance?
Sean Neville, former Co-CEO and President of Circle, unpacks why stablecoins are not just a side note in crypto, they’re the financial infrastructure quietly reshaping global payments, remittances, and even central bank strategy.
Together, Sean and Amanda explore how stablecoins are reshaping global finance, from reducing friction in traditional payment systems to creating programmable money with transparency and trust at the core. They dissect the promise of decentralization, the role of regulatory frameworks like the Genius Act, and how Circle’s long-term compliance strategy sets it apart from competitors like Tether.
But the conversation doesn’t stop at crypto. Amanda and Sean dive deep into how AI-native institutions are already emerging, why AI agents may soon become primary economic actors, and what the financial world could look like when reliability matters more than cost. Today, Sean is Co-Founder and CEO of Catena Labs.
TIMESTAMPS:
00:00 Understanding Stablecoins
08:04 Infrastructure and Governance in Stablecoins
13:24 The Evolution of Payment Systems
16:33 Regulatory Clarity and the Genius Act
21:20 Market Dynamics: Circle vs. Tether
25:42 The Rise of Stablecoins
29:39 AI Native Financial Institutions
34:34 The Future of AI in Finance
45:59 Navigating the AI Spectrum: Doomers to Bloomers
RESOURCES
Sean on X: https://x.com/psneville
Subscribe to Endgame: https://www.youtube.com/@endgamepodcast
Amanda on X: https://x.com/amandacassatt
Serotonin on X: https://x.com/serotonin
Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd
Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440