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Colossus (Invest Like the Best / Business Breakdowns)Podcast29 Oct 2019Source: traffic.libsyn.comHost: Patrick O'Shaughnessy

Chad Cascarilla – The Future of Blockchain and Financial Services - [Invest Like the Best, EP.145]

In plain words

This interview is about how blockchain can fix the financial system. Paxos founder Cascarilla thinks the current system is unsustainable due to high debt and low population growth, and open money (blockchain) is the solution. He's conditionally bullish on Bitcoin, saying its risk-adjusted return improves as it survives longer. He also highlights PAX Gold (a token redeemable for physical gold) and PAX stablecoin (dollar on the blockchain). His investment strategy: a barbell of 'outside assets' like gold and Bitcoin on one end, and early-stage startups on the other, avoiding public stocks.

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Paxos CEO and co-founder Chad Cascarilla discussed the integration of blockchain with traditional financial systems on the program Invest Like the Best. The core argument is that blockchain technology can reshape financial services through an open money system, addressing the inefficiencies of curre

~10 min full read · 8 sections
Deep Analysis

This Issue at a Glance

Paxos CEO and co-founder Chad Cascarilla (former founder of Cedar Hill Capital Partners) discussed on the program how blockchain can reshape the traditional financial system. Drawing from his firsthand experience during the 2008 subprime mortgage crisis, he argues that blockchain can address the core pain points of the current financial system—"unclear asset ownership and slow settlement." Cascarilla asserts: with global debt-to-GDP approaching 300%, combined with negative interest rates and population decline, the current closed fiat currency system is becoming unsustainable, and an open money system will inevitably emerge as the alternative.


Theme 1: Lessons from the Subprime Crisis — The Financial "Plumbing" Is the Core Issue

Cascarilla argues that the root cause of the 2008 crisis was not merely excessive leverage, but the failure of the financial system's "plumbing" — asset movement was far too slow to keep pace with trading demand.

  • During the crisis, the process of moving mortgages into securitization trusts was chaotic: "You had no idea what assets were actually in a trust." When Lehman Brothers collapsed, the "daisy chain" effect of over-the-counter (OTC) derivatives was exposed: the failure of one major dealer froze the entire system because assets could not be settled in time.
  • He describes his personal experience: "You had profitable positions, but you didn't know if you were actually making money — because the collateral might never show up in your account. Sometimes you thought you had made money, but the funds never arrived, and you started to doubt whether you had actually lost."
  • After the crisis, regulation merely increased capital requirements and made large institutions "too big to fail," but the underlying plumbing remained unchanged — settlement still relied on 1970s-era COBOL mainframes, and asset movement remained slow and opaque.

Implication: Cascarilla believes that blockchain enables instant and deterministic settlement of assets, fundamentally eliminating the risk of "not knowing who owns what, or when." This is the core philosophy behind the founding of Paxos.


Theme 2: Closed System vs. Open System — The Financial Industry Is Undergoing a Paradigm Shift "From Service to Product"

Cascarilla argues that the current financial system is "closed": all U.S. dollar balances are stored on the New York Fed's COBOL mainframe, accessible only to roughly 3,000 member banks; all stocks and bonds are held at the Depository Trust Company (DTC), with only a few hundred members able to access the ledger. Ordinary individuals must go through intermediaries to hold or transfer assets.

  • This closed system was historically justified, but "the system's contradictions have shifted from net benefits to net obstacles." In contrast, media and retail have already moved from closed to open (e.g., direct-to-consumer models), while finance lags due to heavy regulation.
  • Key judgment: The financial industry is transitioning from "service" (reliant on human labor and branches) to "product" (software-driven and scalable). For example, Robinhood vs. traditional brokerages, Venmo vs. bank tellers — the product model achieves order-of-magnitude cost reductions and faster iteration speeds.
  • He warns that traditional large financial institutions (with 50,000–200,000 employees) will struggle to transform because "engineering departments are treated as IT, reporting to the Chief Administrative Officer," making it impossible to rethink the business from a product perspective.

Data support: The financial services sector's market cap share in the S&P 500 has fallen from roughly 30% in 2000 to about 15% today, reflecting a structural decline in returns (low interest rates + high capital requirements).


Theme 3: Global Debt Cycle – Three Outcomes and the "Barbell Strategy"

Cascarilla argues that the global debt-to-GDP ratio approaching 300%, the spread of negative interest rates, and slowing or even declining population growth make the current system unsustainable. He proposes three possible outcomes:

1. Debt Deflation (Debt Forgiveness): Actively compressing debt, but facing enormous political resistance.

2. Inflation (Most Likely Path): Continuously printing money to dilute debt; the Fed has already launched $500 billion in quantitative easing under the guise of "not calling it QE."

3. Socialization: Strengthening regulation and controls, though the system has "antibodies" that resist it.

Investment Strategy: He recommends a "barbell strategy" – holding "outside assets" (assets that are not someone else's liabilities, such as gold, Bitcoin, and real estate) on one end, and a portfolio of early-stage startups with "call option" characteristics on the other (8 out of 10 will fail, but the right combination yields substantial returns). For the middle part (public market equities), he believes they are "priced fairly reasonably," making it difficult to find mispricing opportunities.

On Bitcoin: Cascarilla first encountered Bitcoin in May 2010 through the Elliott Wave Newsletter (then priced at 3–4 cents) and once mined it using an office computer (at one point accounting for 20–25% of the network's total hashrate). He holds a "conditionally bullish" view on Bitcoin:

  • Each day it continues to exist without going to zero reduces its "extremely high discount rate," and its price should rise.
  • However, he acknowledges that the code is still in a "beta stage" and that a better store of value may emerge.
  • Unique Perspective: Bitcoin's risk-adjusted returns improve as its price rises (the higher the price, the lower the risk), which is the opposite of traditional assets.

Theme 4: Paxos in Practice — Tokenized Gold and Stablecoins

Paxos’s core positioning is as “market infrastructure for an open financial system” — leveraging a trust company license (approved in 2015 by the New York State Department of Financial Services) to tokenize physical assets, enabling 7×24 instant, low-cost transfers.

PAX Gold (PAXG):

  • A user deposits $1,500, Paxos deposits one ounce of gold in a London Brinks vault, and issues a corresponding token on the Ethereum public blockchain.
  • Advantages: no custody fees, divisible to eight decimal places, redeemable for physical gold bars at any time, and globally transferable instantly (with fees of only a few cents).
  • Compared to traditional gold holding methods: physical gold is difficult to divide and trade; gold ETFs and futures are only available during exchange trading hours, and ordinary investors cannot redeem physical gold.

Stablecoin (PAX):

  • A user deposits U.S. dollars, Paxos invests them in T-bills or FDIC-insured accounts, and issues equivalent tokens on-chain.
  • Anyone with an Ethereum wallet (including the unbanked) can hold and transfer U.S. dollars.
  • The current on-chain tokenized dollar market is approximately $5 billion, while the total M2 money supply is about $15 trillion — a vast gap, but Cascarilla believes that as more assets move on-chain, demand for on-chain dollars will naturally grow.

Key Data: Global total assets amount to approximately $600 trillion, and Cascarilla predicts that over the next 20–25 years, these assets will gradually migrate to blockchain (public or private chains).


Theme 5: Public Chain vs. Private Chain — A Gradual Migration Path

Cascarilla distinguishes the applicable scenarios for public and private chains, arguing that the migration will be a gradual process:

  • Public chains (e.g., Ethereum): Accessible to anyone, suitable for "public assets" such as gold and Bitcoin. However, current technology cannot support the $30 trillion U.S. stock market — both capacity and security are insufficient.
  • Private chains: Feature access control, but once inside, participants can interact peer-to-peer, offering greater resilience than the current system that relies entirely on central intermediaries. Suitable for migrating large asset classes like public securities in the near term.

Current challenges: Tokenizing public securities (stocks, bonds) and real estate. The former faces complex regulatory hurdles (involving assets over $100 trillion), while the latter involves procedural issues (title insurance, numerous intermediaries, high transaction costs). He believes that securities tokenization faces greater regulatory difficulty, whereas real estate tokenization faces greater procedural difficulty.


Mentioned Positions

Position Guest Stance Key Data
Bitcoin Bullish (conditional) First exposure at 3-4 cents in March 2010; current market cap ~$150 billion; Bitcoin dominance rose from 25-30% in early 2018 to ~69% currently
PAX Gold (PAXG) Bullish (product) 1 ounce corresponds to physical gold bars in London Brinks vaults; no custody fees; divisible to 8 decimal places
PAX Stablecoin Bullish (product) On-chain dollar tokenization scale ~$5 billion vs. M2 ~$15 trillion
Gold Bullish (as external asset) Global gold market cap ~$8 trillion
Ethereum Neutral (as record ledger) Currently unable to support $30 trillion in U.S. equities
Coinbase, Binance, Bakkt, Fidelity Not explicitly stated Mentioned as industry infrastructure participants

Judgments Worth Remembering

1. “The problem in the financial system is not leverage, but plumbing—the speed at which assets move cannot keep up with transaction demand.” (Cascarilla)—During the subprime crisis, collateral could not be delivered in time due to slow settlement, leading to cascading defaults; blockchain enables instant, deterministic settlement.

2. “Bitcoin’s risk-adjusted returns improve as its price rises—the higher the price, the lower the risk.” (Cascarilla)—Contrary to traditional assets, because each additional day it does not go to zero reduces its “extremely high discount rate.”

3. “Global debt-to-GDP is approaching 300%, combined with negative rates and demographic decline—the current system is ‘drinking more to avoid a hangover.’” (Cascarilla)—Debt is “spending tomorrow’s money today,” and continuous money printing merely delays the reckoning, which may ultimately be resolved through inflation.

4. “The financial industry is shifting from ‘service’ to ‘product’—from human-dependent to software-driven, with order-of-magnitude cost reductions.” (Cascarilla)—Analogous to Amazon vs. Walmart, Robinhood vs. traditional brokers; large traditional banks struggle to transform due to organizational rigidity.

5. “Gold is a ‘public ledger’—it is worth $8 trillion only because we say it is.” (Cascarilla)—Bitcoin, as a native digital asset, could become a better “public ledger” than gold, but its code is still in beta stage.

6. “PAX Gold solves gold’s fundamental contradiction: you either hold physical gold (untradeable) or synthetic gold (non-redeemable for physical).” (Cascarilla)—Tokenized gold combines physical ownership with the liquidity and divisibility of digital assets.

7. “Bitcoin dominance rose from 25% to 69%—this is the healthiest signal: after all altcoins were tested, none proved to be better.” (Cascarilla)—The “crypto winter” since 2018 has eliminated a large number of protocols, and Bitcoin has withstood the test.

8. “The investment strategy should be a barbell: one end is external assets (gold, Bitcoin, real estate), the other end is call options on early-stage startups.” (Cascarilla)—The middle part (public markets) is fairly priced, making it difficult to find mispricing opportunities.