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Bits and Borders

A media brand exploring frontier tech in frontier markets, with a unique focus on Brazil and Latin America

bitsborders.substack.comSource feed ↗24 episodes

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Episode #196: Quantum Computing vs Bitcoin with Gean Chu

Honey Island Capital partner joins to discuss the threat that quantum computing poses to bitcoin and the solutions in the works

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Episode #195: "Scale to $100 Billion or Die:” KAST CEO Raagulan Pathy on the Stablecoin Neobank Race

Raags joins live from Blockchain Rio to discuss the state of stablecoin neobanks in 2026

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#242: Brazil is now a Top 5 market for OpenAI

Plus: Tether pulls the plug on its Uruguay bitcoin mining project; 29 million Brazilians have owned crypto

#194: The Fraudsters Have Agents Now with Sumsub's Ilya Brovin

Sumsub’s Chief Growth Officer joins to discuss the how AI is changing the economics of identity fraud

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#241: Argentina's Chobut Province Lands a $5 Billion AI Data Center

Plus: Brazil's Bradesco to launch digital asset custody; Pixbet founder arrested in crypto money laundering scheme

Episode #192: The Modular Stablecoin Revolution with M0's Luca Prosperi

Presented by Sumsub. Luca shares how M0 has raised $100 million to bring modular stablecoin infrastructure to brands and corporates who want more granular control over their digital assets

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#240: Brazil's Central Bank finalizes 24-hour crypto hold

Plus: AI data centers in Patagonia; Campos Neto calls for "public alternative" to stablecoins

#239: IMF warns of Brazil's stablecoin regulation gaps

Plus: Brazil's Central Bank wants a 24 hour hold on stablecoin transactions

Episode #191: Crossing the Stablecoin Adoption Chasm: Live from Bitso Stablecoin Conference 2026

Joao Reginatto of M0, Olivia Vande Woude of Ava Labs, Sheraz Shere of Solana Foundation and Monica Ramirez of Anchorage Digital join live from Mexico City

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Episode #190: The Coming Neobank Shakeout? with Olivia Vande Woude of Ava Labs

Presented by Sumsub; recorded onsite at the Bitso Stablecoin Conference in Mexico City

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#238: Cash Cow: B3 Tokenizes Ten Dairy Cows

Plus: BIS study contradicts Brazil's stablecoin crackdown

#237: What Trump's Tariff Fight With Brazil Means for Pix

Plus: Brazil's CVM to create framework for tokenized securities

Episode #189: El Dorado CEO Guillermo Goncalves Live from Bitso's Stablecoin Conference

Guillermo discusses El Dorado's $9M Series A funding round and its B2B transition

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#236: Tether takes a stake in Mercado Bitcoin

Plus: Lula dares Trump to "worry about Brazil" over rare earths; Itaú joins Swift's blockchain pilot

Episode #188: Inside Trace Finance's $32M Series A Raise

Bernardo Brites and Rafael Luz join live from the Bitso Stablecoin Conference in Mexico City

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#235: Itaú, Bradesco and Mercado Livre join Open USD

Plus: ByteDance to open data center in Brazil

#234: Brazil's Central Bank just made stablecoins 2% more expensive

Plus: White House's Patrick Witt urges Latam to follow GENIUS Act; Trace Finance raises US$32 million for stablecoin cross-border solution

#187: He Left Visa to Build Caliza with Ezra Kebrab

Ezra joins live from the Bitso Stablecoin Conference in Mexico City to discuss how Caliza is fusing stablecoins with global banking rails

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Episode #186: Unbundling the SuperApp with Pods CTO Robson Silva

Pods CTO discusses how the team transitioned from a retail-focused DeFi options product to B2B2C yield infrastructure

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#233: NovaDAX to wind down Brazil operations

Plus: Tokenization is atop new CVM head Otto Lobo's priority list

Episode #185: Unlocking Stablecoin Liquidity with Checker CEO Jack Chong

Why global stablecoin liquidity is still fragmented, and why a network of regulated counterparties is the solution

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#232: Binance looks to offer yield-generating BRL stablecoin

Plus: Bacen on BRL stablecoins: “Demand is already met by Pix”

Episode #184: David Z. Morris on Effective Altruism and the Inner Workings of Sam Bankman-Fried

Author of "Stealing the Future" discusses his recent book on the SBF trial, FTX collapse and the effective altruism movement

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#230: B3 to launch tokenized stocks, stablecoin in 2026

Plus: Binance joins ABCripto; Brazil VASP applicants must submit audit reports