2026-05-08 –, Sladkovský Stage
$46T settled on stablecoin rails in 2025. Tokenized treasuries grew from $100M to $10.8B. Prediction markets hit $22.8B in monthly trading volume across 8 platforms. These aren't separate trends, they form one composable stack where each layer enables the next, settling in seconds what TradFi settles in days.
I work at Dune, where we've partnered with Visa, Artemis, Keyrock, and RWA.xyz to publish research on stablecoins, prediction markets, and tokenized real-world assets. These reports gave me a front-row seat to the data behind this convergence.
What motivated this talk is a pattern I kept seeing across those reports: stablecoins, tokenized treasuries, lending, and prediction markets aren't growing in isolation. They're building on each other. A stablecoin payment buys a tokenized treasury, that treasury becomes DeFi collateral, and the borrowed funds end up on a prediction market that settles back in stablecoins. Each report told part of the story. This talk traces the full stack.
TradFi and crypto are converging, not as competitors but as layers of the same financial system. Crypto took what works from traditional finance, institutional market makers, regulatory frameworks, established distribution, and put it on rails that settle in seconds.
Software Engineer at Dune, the onchain data platform used by teams across the industry to analyze, build, and scale. 9+ years of experience across banking, trading, and web3.