Uploaded August 2026 | Updated September 2026, 2 weeks ago

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Chapters
00:00 -Intro
00:45 - From public equities to crypto investing
01:45 - Launching CoinFund’s liquid strategy
02:05 - Why Franklin Templeton acquired the team
03:00 - TradFi and crypto convergence
04:40 - Why Clarity Act passage is nice but not required
06:55 - Franklin Crypto’s active strategy focus
07:40 - Institutional allocators entering crypto
10:40 - Franklin’s ETFs, tokenization, and product suite
11:55 - How smart money values crypto assets
15:55 - Ethereum, Lindy effect, RWAs, and stablecoins
18:00 - Market infrastructure, payments, AI, and crypto
20:05 - Why Seth is bullish on the next market phase

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