Dan Romero: How Stablecoin Growth Is Setting The Stage For An Explosive Bull Market (Bull Case)

<p>Dan Romero joins The Rollup for an insider look at how stablecoins are about to power the next era of global payments.</p><p>Dan explains why the Genius Act opened the door for banks, enterprises, and payment giants to lean into stablecoins, and how Tempo's purpose-built chain, private zones, and agentic payments are built for that moment. He also shares his view on decentralization, new social experiences, and why builders can now ship almost anything they can imagine.</p><p>Dan Romero is Head of Go-To-Market at Tempo, the layer one built for stablecoin payments, and co-founder of Farcaster.</p><p>The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.</p><p><br /></p><p>Timestamps:</p><p>00:00 Intro </p><p>02:29 Genius Act Created The Barbell </p><p>05:13 Anyone With A Smartphone Gets US Treasury Rate </p><p>07:32 Stablecoins Get Rerated For Global TAM </p><p>09:11 Post-Genius The Landscape Shifted Dramatically </p><p>11:20 Banks Were Off-Sides On Genius </p><p>14:42 Capital Flight Risk Is Overblown </p><p>15:33 Tempo Zones Privacy Layer Announced </p><p>17:09 Enterprises Shocked Blockchains Are Public </p><p>19:48 Corporate Intranet Analogy For Tempo Zones </p><p>21:13 Tempo Six Month Mainnet Update </p><p>27:05 Three Categories Of Stablecoin Adopters </p><p>29:35 Open USD Misconceptions Addressed </p><p>31:33 Four Characteristics Of Blockchains Explained </p><p>35:22 Decentralization Is A Function Of Competition </p><p>37:06 Is Decentralized Social Media Dead </p><p>42:11 Streaming Payroll Every Second Is Possible </p><p>44:07 Meta Neobank Moves Money To Highest Yield</p><p><br /></p><p>Guest Socials</p><p>Dan Romero X: https://x.com/dwr</p><p>Tempo X: https://x.com/tempo</p><p>Tempo Website: https://tempo.xyz/</p><p><br /></p><p>Partners: </p><p>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. </p><p>---</p><p>Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.</p><p>Learn more here: https://www.zama.org/</p><p>---</p><p>𝗪𝗲 𝘁𝗿𝘆 𝗼𝘂𝗿 𝗯𝗲𝘀𝘁 𝘁𝗼 𝗽𝗿𝗼𝗱𝘂𝗰𝗲 𝗵𝗶𝗴𝗵-𝗾𝘂𝗮𝗹𝗶𝘁𝘆, 𝗻𝗼𝗻-𝗯𝗶𝗮𝘀𝗲𝗱, 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝘀𝘀𝗲𝘁𝘀 𝗲𝗰𝗼𝘀𝘆𝘀𝘁𝗲𝗺. 𝗦𝘂𝗽𝗽𝗼𝗿𝘁