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On The Brink with Castle Island

On The Brink with Castle Island

Guy Young (Ethena) on Digital Financial Markets (EP.737)

On The Brink with Castle Island · Sep 2, 2026 · 33:05

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Wyatt sits down with Guy Young, founder of Ethena, for Guy's third appearance on the pod. In this episode:

What has driven Ethena's success and durability?
Where is there demand for other yield assets?
Where is capital coming from?
Is full onchain portfolio construction possible today?
Why tokenize financial products at all?
Who are the eventual winners?
How is Ethena positioning to an evolving onchain yield landscape?

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