Aerodrome Co-Founder: What Coinbase Just Did Changes Everything (Here's Why)

Alex Cutler breaks down how Coinbase's partnership with Aerodrome turned cbBTC into the top-traded Bitcoin venue onchain within a week, and explains why he believes the same playbook is about to repeat with tokenized equities at a $100 trillion addressable market. He also unpacks Coinbase's thesis that 10% of global GDP could move onchain within five years, and why he thinks true beneficial ownership structures represent a "leapfrog moment" over earlier synthetic tokenized stock attempts.

Alex Cutler is the Co-Founder of Aerodrome and CEO of Dromos Labs, the team behind the leading decentralized exchange on Base and a primary venue for trading tokenized equities.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps:

00:00 Intro

09:22 Coinbase's Wrapped Bitcoin Playbook

13:43 The Revenue Meta Thesis

17:21 10% Of Global GDP Onchain

24:03 Real Ownership Vs Synthetic Tokens

26:04 Coinbase's Leapfrog Moment Explained

Guest Socials:

Alex Cutler X: https://x.com/wagmiAlexander

Aerodrome X: https://x.com/AerodromeFi

Aerodrome Website: https://aerodrome.finance/

Partners:

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Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/

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Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.

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Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge

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Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Learn more here: https://www.zama.org/

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