TENTANG EPISODE INI
Welcome back to another EUVC Podcast, where we gather Europe’s venture family to share the stories, insights, and lessons that drive our ecosystem forward.
Today we dive into the mainstreaming of stablecoin yield with David Sutter, CEO & Co-founder of OpenTrade, and Itxaso del Palacio, GP at Notion Capital. With $11M raised in just six months, transaction volumes already topping $200M, and growth at 20% month-on-month, OpenTrade is one of the fastest-scaling fintech infrastructure plays in Europe. But this is about much more than another fintech: it’s about embedding yield into the financial internet, bridging stablecoins with real-world assets, and building institutional-grade trust for millions of users across Latin America and Europe.
🎧 Here’s what’s covered:
- 00:00 Introduction: Andreas sets the stage on stablecoin yield; welcomes David (OpenTrade) & Itxaso (Notion).
- 05:00 OpenTrade Origins: David on early stablecoin work, the “yield gap,” and why embedded yield is the next frontier.
- 10:00 Why Notion Invested: Itxaso explains the fintech infra angle, regulatory tailwinds, and parallels to prior bets.
- 15:00 Stablecoins & AI: How AI agents will need financial rails, and why stablecoins are the only money fit for machines.
- 20:00 The B2B2C Model: Why OpenTrade scales via fintech partners, lessons from Circle & Stripe.
- 25:00 Real-World Asset Yield: Treasuries, commercial paper, trade finance, private credit, and DeFi strategies.
- 30:00 Traction & Growth: $200M processed, $65M balances, 20% MoM growth — early but fast-scaling.
- 35:00 Investor Diligence: Itxaso on team quality, regulatory strategy, asset transparency, and Notion’s conviction.
- 40:00 Scaling Priorities: David on building the right team, institutional safeguards, and systems for growth.
- 50:00 Closing Reflections: Investor opportunity in crypto infra, regulation as an enabler, and why “now is the time.”
DALAM EPISODE INI
TRANSKRIP 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
CARI EPISODE TERDAHULU
Cari episode sebelumnya dari EUVC.
EPISODE LAIN DALAM PODCAST INI
Getting pension capital into venture is not simply about proving that the returns are attractive. It requires building an investment model that institutions can actually underwrite, while knowing which parts of the strategy should remain non-negotiable.
Pavel Mucha, Founder of Aspire11, explains ho…
Cheap, reliable energy is becoming a strategic advantage. As AI, data centres and manufacturing demand more power, the economics of electricity increasingly influence which countries and companies can stay competitive.
Recorded at EUVC Summit 2026, Joe McDonald, CEO and Co-Founder of tem, joins Ada…
Europe’s strongest AI opportunity may not be building the biggest general-purpose model. It could be applying AI where the region already has an advantage in science, engineering and specialised industries.
In this episode of This Week in European Tech, Dan Bowyer, Mads Jensen and Priyanka Savj…
Sending a car or moped across a city to deliver a single meal is an expensive and inefficient way to move food. Drone delivery offers a different model, with the potential to make last-mile logistics faster, cheaper and cleaner.
Patrick Murphy, Co-founder and Managing Partner at Tapestry VC and a f…
A credible CVC does not have to start with a traditional fund structure. Haufe Group Ventures built its model around an evergreen balance-sheet setup, a lean team and a clear mandate, proving the approach through deals rather than a large fund launch.
In this episode, Andreas Munk Holm and Jeppe Hø…
Sanggahan: Podcast dan karya seni yang disematkan pada halaman ini berasal dari EUVC, yang merupakan milik pemiliknya dan tidak berafiliasi atau didukung oleh Listen Notes, Inc.
Sunting
Terima kasih telah membantu agar basis data podcast tetap terbaru
