390: The Stablecoin Super Cycle Is Coming, Here's What to Build with Coinfund investor - Azi Mandias

I sat down with Aziz from CoinFund at Consensus Miami and walked away more bullish than ever. Aziz went from selling RuneScape gold for Bitcoin to becoming an investor at one of the most respected crypto venture funds in the space. In this episode, he breaks down exactly why he believes we are heading into a stablecoin super cycle, why decentralized AI is about to have its moment, and why quantum computing is a bigger threat to crypto than most people realise. He also shares what he actually looks for in founders, which portfolio companies have him most excited right now, and why the worst thing you can do is sit on the sidelines. If you are building something in Web3 or thinking about it, this conversation is for you. 

Disclaimer:

Nothing mentioned in this podcast is investment advice and please do your own research. It would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend. 

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--- CONNECT ---

CoinFund Website: https://coinfund.io 

https://www.linkedin.com/in/magicofazi/ 

https://www.linkedin.com/company/coinfund/ 

--- KEY POINTS WITH TIMESTAMPS ---

• [00:00] Aziz shares how selling RuneScape gold led him down the Bitcoin rabbit hole in 2016-17

• [02:30] His journey from a family office to founding a decentralised messaging startup with AI agents

• [05:00] Why he joined CoinFund and what drew him to Jake and the team

• [07:00] CoinFund's investment thesis , chain agnostic, sector agnostic, and stage agnostic

• [08:30] Regional stablecoins and why Brazil's PIX economy is a massive opportunity (Trace Finance)

• [11:00] The case for decentralised AI and why 2027-28 could be the inflection point

• [14:00] Portfolio spotlight: Prime Intellect and Pluralis and what makes them stand out

• [18:00] Why encrypted inference and portable memory systems are the next big frontier

• [22:00] Why distributed compute hasn't gone mainstream yet , and what has changed

• [26:00] The Bitcoin to Ethereum to Solana to Hyperliquid pattern and what it teaches investors

• [29:00] Why 2026 could be the stablecoin super cycle and what drives the next bull market

• [33:00] How AI agents will use crypto for payments and why X.402 matters

• [37:00] What Aziz looks for in founders , technical sharpness, high agency, and unique distribution

• [41:00] Portfolio company VEDA and why vault infrastructure is powering the next wave of neobanks

• [44:00] His call to action for founders who are ready to build