The Rollup The Biggest Digital Assets Opportunity Nobody Is Talking About
Mar 26, 2026
Santiago Santos, founder of Inversion and prolific angel investor known for early Polymarket backing, discusses tokenization, stablecoins, and where crypto meets real-world finance. He covers why corporates test stablecoins, the rise of tokenized commodities and Hyperliquid momentum. He also explores telco distribution strategies, on-chain credit risks, and where institutional adoption is heading.
AI Snips
Chapters
Transcript
Episode notes
Tokens Often Uninvestable Despite Rising Adoption
- Many tokens are uninvestable but adoption is still growing across institutions and retail.
- Santiago Santos observed heavy institutional turnout at DC Summit and executives exploring use cases beyond buying tokens, like stablecoins for cost savings.
Commodity Markets Are Driving 24/7 Onchain Volume
- Commodities and prediction markets are the 24/7 trading use cases gaining fastest traction on-chain.
- Santiago highlighted Hyperliquid's surge in commodity open interest and likened it to earlier stablecoin discovery moments for institutional PMs.
Allocate To The FinTech DeFi Convergence
- Position venture or fund allocations at the FinTech and DeFi intersection where traditional VCs are moving.
- Santiago recommends hiring or partnering with FinTech experts as crypto and fintech converge in investment opportunities.