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The Pomp Podcast

Why The Fed Can't Ignore Bitcoin Anymore | Caitlin Long

23 Feb 2026

Transcription

Chapter 1: What are stablecoins and how do they relate to banking regulation?

0.031 - 19.582 Caitlin Long

Now we've got the money leg being able to move at the speed of light at the same time as being able to move the data leg at the speed of light. That's what Bitcoin opened up for us. It is digital gold. And I think over the long term, more and more, especially younger generations who are more comfortable with the concept of crypto are migrating in that direction.

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Chapter 2: How are traditional finance and crypto being bridged amidst bank closures?

19.803 - 25.532 Caitlin Long

Sixth network effect, which is financialization headed towards world reserve currency. And I believe we will get there with Bitcoin.

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Chapter 3: What role does tokenization play in the future of finance?

25.664 - 34.592 Anthony Pompliano

What is going on with stable coins? It feels like the government wants to put the little greasy hands in the cookie jar now and say, hey, we should have a part of this.

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Chapter 4: What are the risks associated with Bitcoin custody?

35.113 - 43.3 Caitlin Long

Well, just to set the stage for folks who don't know, Custodia had stable coins in our business plan, as you know full well, since 2020.

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Chapter 5: How does Bitcoin compare to gold in today's market?

44.501 - 68.56 Caitlin Long

And we were going to do it inside the banking system. Of course, you know how that turned out. And obviously, the incumbents have been able to catch up while the upstarts have been restrained, which is, just is. We can make value judgments about whether that should have been and the regulatory capture implications of all that, but it just is.

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Chapter 6: What milestones are left for the crypto industry to achieve?

68.58 - 75.313 Caitlin Long

So to answer your question, everybody's coming now and custodians working with the community banks,

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Chapter 7: What are the network effects of Bitcoin and where do we currently stand?

75.293 - 98.24 Caitlin Long

which have not been investing in this technology. And with our bank partner Vantage, as you know, last year we issued the first bank issued stable coin with Vantage, which is out of Texas. And we are very close to launching our tokenized deposits platform. It was endorsed by the Texas Bankers Association last week.

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99.321 - 115.843 Anthony Pompliano

When I see the debate that's going on around yield and rewards and all this stuff, Do we have to get some sort of, no pun intended, clarity on what the rules are here? Or do you think that there could actually be two different systems and just let people kind of choose, do you want to offer the rewards or not?

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Chapter 8: What does the future hold for Custodia Bank and its role in finance?

116.164 - 140.114 Caitlin Long

There are two different systems right now, right? Inside the banking system and outside the banking system, which is where stablecoins live because of the regulatory choices of the Biden regime. But I think those are converging. And you also see that tokenized deposits can pay yield So we don't really care. I've been very quiet about that whole debate. Everyone's been beating around the bush.

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140.134 - 164.469 Caitlin Long

There's really one company that cares a lot about it, and the rest of the industry has just been pretty quiet about the regulatory fight over whether stablecoins can pay yield. Here are the numbers to set the stage. There are $5.7 trillion of demand deposits in the banking system. There are about 300 billion of stablecoins outstanding.

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165.15 - 191.716 Caitlin Long

If the 5.7 trillion of tokenized deposits get tokenized, I'm not sure that the stablecoin market becomes that meaningful because if it's inside the banking system and you can use tokenization technologies, which is the critical piece of what we're doing, the infrastructure is built to be able to link a account-based system to wallets inside the banking system. That's the aha.

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192.557 - 211.63 Caitlin Long

And we're doing it in such a way, we're delivering it via a widget so that the banks don't have to completely rip and replace their old technology. They can just create some geography on their online banking landing page and directly deliver this to their customers. Then the other piece that we've built is the ability for a tokenized deposit.

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211.73 - 235.153 Caitlin Long

When it's moving around the banking system, it stays in deposit form and can pay interest, just like any deposit. When it leaves the banking system, so it goes to self-custody or goes to a crypto exchange or goes overseas, it automatically, programmatically converts to a stable coin. And that happens within the same smart contract. Nobody's done that yet. That is...

235.133 - 240.179 Caitlin Long

the definition of building a bridge between traditional finance and stablecoins.

240.799 - 258.839 Anthony Pompliano

So it's the idea that I sign up for a bank account. I get a traditional bank account with electronic QSIP-based assets, et cetera. And then I also, in that same interface, will have a wallet. Correct. It may just be presented as another account, but the infrastructure is a wallet. And now I basically have one foot in the traditional world, one foot in the digital world.

258.919 - 280.935 Caitlin Long

Bingo. And it's seamless. You don't have to. So one of the problems with moving money, as you know, between TradFi and the crypto world is bringing it back from crypto to TradFi. And the hard part about that is there's a lot of friction, of course, but it's also the BSA piece, the Bank Secrecy Act piece.

280.915 - 307.02 Caitlin Long

JP Morgan did a study two years ago with their own data of what happened during the crypto bull market in 2020. And they found that 88% of the deposits that went into Coinbase did not come back into the banking system. Now, let's face it. A lot of us have had bank accounts closed because we tried to send money from... crypto exchange into our traditional bank account.

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