Consensus Takeaways: Security Tokens, Stablecoins and the EOS-Ethereum Rivalry

Ledger Cast host Brian Krogsgard and co-host Derek Waltchack used their latest episode to work through Waltchack's trip to Consensus. Rather than cover individual sessions one by one, they focused on the themes that came through most clearly, and on the ones that faded. Security tokens and stablecoins ended up taking far more of the conversation than Krogsgard expected going in. Both hosts argued that these topics are likely to remain central storylines for the rest of 2018 and into 2019.

The EOS discussion centered on the network's mainnet launch and on a large fund meant to draw developers into building decentralized applications. The hosts compared that approach with Ethereum, which still dominates the dApp landscape by a wide margin. The question they kept returning to was whether an incentive program can shift developer attention quickly, or whether the platform with the most existing tools and momentum keeps its lead.

The episode also covered personnel news from the blockchain industry. Amber Baldet, who leads blockchain efforts at JP Morgan, is starting her own company. The hosts also mentioned a public wager in which Jimmy Song took a position against an Ethereum co-founder on the future of dApps. The bet served as a useful shorthand for the broader disagreement about which platforms will host the next generation of applications.

Krogsgard noted that the show is educational and should not be treated as investment advice. Listeners who want to follow the discussion can find Ledger Cast on iTunes, Google Play, Stitcher, YouTube and via RSS, and the hosts recommend doing independent research before buying any asset.