Stablecoins And The Agent Economy Will Rewire How Money Moves | Dušan Stojanović - E707

Jun 25

"In 10 years, money will definitely be a complete commodity. What is going to be a true differentiator is what that VC can bring to the table other than money—in terms of support and having their own agentic AI support that can be tapped into the portfolio company's fleet of AI." - Dušan Stojanović

"Payments has always been the first mover when it comes to financial services innovation. If you look at payments today and the agentic AI economy, you're potentially looking at having an agent doing things for you and then paying for it. You want it to prepare the payment and look for what you want, but you still want to have the human in the loop to authorize that payment." - Dušan Stojanović

"Animoca Brands has actually received its stablecoin license in Hong Kong, which is linked to the Hong Kong dollar. That is a first mover for a regulated, licensed stablecoin in Asia, which makes it unique. The focus is really on regional trade, having stablecoins replacing or being a complementary solution to the big trade flows, not only in the Asian region but also globally." - Dušan Stojanović

Dušan Stojanović, founder of True Global Ventures (TGV), joins Jeremy Au to discuss the massive convergence of AI, stablecoins, and the future of venture capital. Dušan shares his incredible journey from building one of the world's first internet banks (Monabanq) in the early 2000s to achieving three exits in ten days as an angel investor.

He breaks down the significance of Animoca Brands securing a regulated stablecoin license in Hong Kong and how this will revolutionize regional B2B trade flows. Dušan also outlines his vision for the "agentic AI economy," predicting that AI-driven transactions will soon capture a massive share of global payments. Finally, they explore how AI agents are already disrupting software development and due diligence, and why venture capital money will become a pure commodity within the next decade.

00:00:00 - Introduction & Dušan’s Entrepreneurial Journey

00:05:15 - The Transition from Founder to Angel Investor

00:07:25 - The 25-75 Rule: How VCs Should Actually Add Value

00:10:00 - Navigating Startup Struggles and Internal M&A

00:13:10 - Animoca Brands & Hong Kong’s Stablecoin License

00:16:45 - The Intersection of Blockchain and AI Payments

00:22:15 - The Rapid Rise of the Agentic AI Economy

00:24:50 - AI's Impact on Open Source Coding & Developer Productivity

00:28:15 - How AI Agents Will Disrupt Venture Capital Decision-Making

00:34:10 - A Personal Story of Bravery and Overambitious Visions

Watch on YouTube: https://youtu.be/PCIiDi7hD6A

Listen on Spotify: https://open.spotify.com/episode/6pp71QnITlC8iLurCl5VRr