Episode 136
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Beyond the Yield: What Staking Is Really About
David Kinitsky, Chief Corporate Development Officer at Everstake, shares what distinguishes this cycle of enterprise crypto adoption from every previous one, and why the shift matters. He explains why staking is a foundational infrastructure play, not just a yield product; what institutional due diligence on staking looks like in practice; and why the prevailing narrative around tokenization misidentifies the real unlock. He also lays out a longer-term thesis: that AI agents will eventually manage personalized financial portfolios for everyday people at the level currently reserved for the most sophisticated wealth management clients.