The latest Bankless episode pits “stablecoin chains” against each other and asks what true neutrality even means in this space. Codex CEO Haonan Li argues the real bottleneck isn’t TPS but fiat-to-stable friction, and that cracking on-chain FX could be the secret sauce for global money flows.
Along the way, we dodge the Bear-Chain incentive trap, learn why Codex bet on being an Ethereum L2, and explore the rising divide between rollups that give value back to ETH versus those that siphon it off. It’s a data-packed chat on app-specific rollups, wholesale FX, bundlers vs. unbundlers, and the next frontier in payments.
Watch on YouTube
Top comments (0)