September 12, 2025
DeFi Decoded Podcast
"We’re seeing a bit of a convergence between the world of digital assets and crypto and the world of Wall Street… the border that used to be quite significant and impregnable is starting to become more porous and more blurred." – Alex Tapscott
Join Alex Tapscott and Andrew Young as they decode the world of crypto. Listen in as they discuss the accelerating convergence of crypto and Wall Street, the big opportunities and implementation challenges with onchain finance, Solana’s outsized rally following large SOL DAT announcements with ETFs on the horizon, a few of the inefficiencies that still exist in today’s crypto market, the widening disconnect between all-time high prices and deteriorating sentiment, whether looming rate cuts could meaningfully move the market, and more.
TIMESTAMPS
[0:00] Introduction
[0:29] Convergence of Crypto & Wall Street
[6:18] Big Opportunities & Challenges of Onchain Finance
[17:13] Solana’s Recent Outsized Rally
[24:04] Inefficiencies in Today’s Crypto Market
[26:44] Rising Prices & Falling Sentiment
[28:54] Impact of Looming Rate Cuts
[31:24] Conclusion
Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.
The opinions, estimates and projections contained within this recording are solely those of Ninepoint Partners and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. These views are not to be considered investment advice nor should they be considered a recommendation to buy or sell. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Important information about the Ninepoint Partners Funds, including investment objectives and strategies, purchase options, and applicable management fees, and other charges and expenses, is contained in their respective prospectus, or offering memorandum. Please read these documents carefully before investing. We strongly recommend that you consult your investment advisor for a comprehensive review of your personal financial situation before undertaking any investment strategy. For more information visit ninepoint.com/legal. This report may not be reproduced, distributed, or published without the written consent of Ninepoint Partners LP.
