Happy Friday Deep Divers! Two exclusive interviews dropped this week explaining why stablecoins and compute power are winning investment strategies.

MoneyGram’s Digital Transformation Focuses Entirely on Stablecoins

For years, crypto has promised faster, cheaper global payments. But for most consumers, one problem remains: getting in and out of digital assets still feels too complicated. In his interview with Rachel Wolfson, Anthony Soohoo - CEO of MoneyGram - lays out MoneyGram’s plan to turn stablecoins into invisible backend rails that make cross-border money movement faster, cheaper, and easier, while keeping the user experience familiar. Rather than asking consumers to become crypto experts, MoneyGram is aiming to abstract away the complexity and focus on what matters most: trusted, seamless access to money

Soohoo further describes MoneyGram’s broader “refounding.” The company, which operates across more than 200 countries and territories with nearly 500,000 retail locations and billions of digital endpoints, is repositioning itself as a digital asset-first global payments network. This is because stablecoins can improve settlement speed, reduce prefunding needs, lower operating costs, and allow transactions to move even when traditional banking rails are offline. Soohoo said MoneyGram is already processing more than $1 billion of float through stablecoin-based treasury flows and ultimately wants far more of its payment infrastructure to run digitally.

Watch the interview with MoneyGram’s Anthony Soohoo on Deep Dive Podcast:

Bitzero and Kevin O’Leary’s Power Thesis for the AI Era

In the race to build the next generation of AI infrastructure, Mohammed “Mo” Bakhashwain of Bitzero and strategic investor Kevin O’Leary argue that the real bottleneck isn’t hype, chips, or even software — it’s power.

In this special episode of Deep Dive Podcast, Bakhashwain lays out Bitzero’s asset-first strategy: secure the land, secure the power, secure local support, and build infrastructure that can serve multiple compute-intensive industries over time. Although Bitzero began in Bitcoin mining, the company’s broader thesis has always centered on owning the underlying infrastructure rather than tying itself to a single end market. That means sites in places like Norway and Finland are not simply mining facilities — they are long-duration power and real estate assets that can be repurposed for AI, high-performance compute, and future tenants as demand evolves.

O’Leary’s investment case is even more direct. If a company has access to low-cost power, permits, land, and government support, he argues, the tenant mix becomes secondary. AI companies, hyperscalers, and digital infrastructure operators are all facing the same constraint: they need electricity at scale. In that framework, Bitzero is not so much a Bitcoin story, but rather a power story. O’Leary makes the point plainly: whoever has the power gets the deals.

Watch the interview with Bitzero and Kevin O’Leary on Deep Dive Podcast:

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