SPECIAL: Cathie Wood (@CathieDWood) On Digital Assets, Stablecoins, and The Innovation Convergence Cathie Wood joins us to break down her innovation platforms thesis, the story behind her firm @ARKinvest, and their foray into digital assets. She also unpacks the tokenization thesis, what 'good deflation' is, and her "Big Four" crypto assets. Full episode links below. Timestamps: 00:00 Intro 01:22 5 Innovation Platforms 04:53 Why ARK Started 08:11 Bitcoin's Institutional Journey 12:38 First Bitcoin Position 15:11 Institutional Adoption Today 17:33 Larry Fink's Conversion 19:30 Stablecoins Are Impactful 22:06 Cathie's Tokenization Thesis 23:07 DeFi Value Accrual 28:48 Bitcoin & The Big Four 32:39 Macro Liquidity Dynamics 34:24 Bitcoin vs Gold 35:38 ARK's Bitcoin Bull Case 38:00 The Fed & Good Deflation 41:15 New Fed Chair 45:05 Four Year Cycle Debate 46:10 Why Agentic AI Needs Blockchain 49:15 Self-Driving Labs & Healthcare