Money in Motion 是一档关注金融系统如何被重新构建的长对话播客，围绕支付、稳定币、AI Agent 与新型交易基础设施，与行业建设者、投资人和创业者讨论正在发生的变化。 Long-form conversations on payments, stablecoins, AI agents, and the systems being built beneath the surface.
Bam Azizi, CEO and co-founder of Mesh, explores the company's mission to bridge the gap between 700 million crypto holders and 175 million global Visa merchants through enhanced interoperability and identity solutions. As a cybersecurity veteran with a PhD in computer science, Azizi positions Mesh as an identity-centri...
Circle 是一家以稳定币 USDC 发行为核心的金融科技公司，其估值逻辑正从单一的 “利率银行” 向多元化的金融基础设施转型。当前，Circle 的营收高度依赖储备金利息，受利率波动与 USDC 流通量影响显著。市场通过分部估值法评估其价值，将稳健的储备收益与支付网络（CPN）、ARK 链等高增长潜力业务拆分考量。尽管面临 OpenUSD 等竞争对手在 B2B 领域的挑战，Circle 仍凭借合规性与网络效应占据行业领先地位。未来，随着 AI Agent 支付场景的落地及跨境支付网络的扩张，Circle 有望从单纯的资产发行商演变为全球资金流转的底层基础设施，但其支付业务的规模化盈利仍需长期观察。
AI agents are rapidly evolving into active participants in the digital economy, shifting from passive content consumers to entities capable of executing transactions and calling APIs. This transition necessitates a robust financial infrastructure that prioritizes security, trust, and clear authorization models. Stripe,...
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