Episode
RenMac Off-Script: Seeking Crypto Clarity
- Podcast
- RenMac
- Published
- May 22, 2026
- Duration seconds
- 3033
- Processing state
not_requested
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Summary
Zach Pandl, Head of Research at digital asset manager Grayscale Investments, joins the RenMac Off-Script team to discuss the Clarity Act's path through Congress and how stablecoins are challenging banks' monopoly on digital payments. The team also digs into the AI boom's underappreciated reach across the U.S. economy, the breakout in real yields, narrowing market breadth, the Fed's increasingly narrow policy path, and geopolitical pressure points from the Strait of Hormuz to Cuba.