Find us online: https://altfunds.io/ Email us with topic ideas: info@altfunds.io Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS 👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7 Connect with James Harris: firm website: https://tesseract.fi/ firm linkedin: https://www.linkedin.com/company/tesseractinvestment/ X: https://x.com/tesseractcrypto Timestamps: 00:00 Post-Call Banter: James’ Market Insights & AI Vaults Tease 01:15 Welcome to the All Funds Network Podcast + Guest Intro 01:45 James’ Origin Story: From TradFi Trading to Discovering Bitcoin 04:21 Building in Crypto: Funds, Custody Pivot, and the Road to Tesseract CEO 06:51 Market Recap: October Flash Crash vs. February Sell-Off (What Really Happened) 14:41 Did We Hit the Bottom? Cycles, Macro Signals, and Why Bitcoin Feels “Off” 16:11 Gold & Silver Mania: Narrative Trades and Volatility Comparisons 17:53 AI, Compute, and the Coming Energy Crunch 20:33 What Tesseract Does: Institutional Yield, DeFi Strategies, and MiCA Licensing 22:29 On-Chain Vaults Explained: Transparency, Non-Custodial Asset Management, and EU Compliance Hurdles 26:40 Are DeFi Vault Tokens Securities? The Compliance Problem 27:24 MiCA vs. US Regulation: Building a Cross-Border Framework 29:07 Why Regulatory Clarity Unlocks Institutional DeFi 32:17 Digital Asset Treasuries in 2026: The ETF Competition & Cost Base Trap 35:37 How Bitcoin Treasuries Chase Yield: Options, Lending & Wrapped BTC 39:37 Sentiment at Extremes: Fear Index, FTX Lows, and the Long-Term Thesis 43:31 What “Institutional-Grade” Yield Really Requires (Risk, Ops, Security) 49:17 Black Swans & Staying Useful: Probabilities, Strategy Risk, and Compliant Vaults 51:00 What’s Next: Tokenized Asset Management, Yield Everywhere, and Where to Connect Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.