Molly hosts the Sorcery podcast, interviewing founders and operators at Bending Spoons in Milan.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Circle (USDC issuer, originally a JV with Coinbase) has been a huge success and the commercial partnership has been renewed after dissolving the JV. USDC underpins the agentic infrastructure (X402, Base) and stablecoin payments are growing 'like crazy' even in winter, making Circle a core position for the agentic economy.