EPISODE · Feb 27, 2026 · 54 MIN
#138 AI Vaults, Yield Dynamics, and Where Crypto Markets Go Next - James Harris of Tesseract
from Alt Funds Network · host Mike Schroeder, Skyler Steinke, James Harris
Find us online: https://altfunds.io/ Email us with topic ideas: [email protected] Spotify: https://bit.ly/4afXcan Apple Podcast: https://apple.co/4akXAUS 👇 Click Below to be a guest on our video podcast: 👇 https://forms.gle/eUNLxbPj5utv8bar7 Connect with James Harris: firm website: https://tesseract.fi/ firm linkedin: https://www.linkedin.com/company/tesseractinvestment/ X: https://x.com/tesseractcrypto Timestamps: 00:00 Post-Call Banter: James’ Market Insights & AI Vaults Tease 01:15 Welcome to the All Funds Network Podcast + Guest Intro 01:45 James’ Origin Story: From TradFi Trading to Discovering Bitcoin 04:21 Building in Crypto: Funds, Custody Pivot, and the Road to Tesseract CEO 06:51 Market Recap: October Flash Crash vs. February Sell-Off (What Really Happened) 14:41 Did We Hit the Bottom? Cycles, Macro Signals, and Why Bitcoin Feels “Off” 16:11 Gold & Silver Mania: Narrative Trades and Volatility Comparisons 17:53 AI, Compute, and the Coming Energy Crunch 20:33 What Tesseract Does: Institutional Yield, DeFi Strategies, and MiCA Licensing 22:29 On-Chain Vaults Explained: Transparency, Non-Custodial Asset Management, and EU Compliance Hurdles 26:40 Are DeFi Vault Tokens Securities? The Compliance Problem 27:24 MiCA vs. US Regulation: Building a Cross-Border Framework 29:07 Why Regulatory Clarity Unlocks Institutional DeFi 32:17 Digital Asset Treasuries in 2026: The ETF Competition & Cost Base Trap 35:37 How Bitcoin Treasuries Chase Yield: Options, Lending & Wrapped BTC 39:37 Sentiment at Extremes: Fear Index, FTX Lows, and the Long-Term Thesis 43:31 What “Institutional-Grade” Yield Really Requires (Risk, Ops, Security) 49:17 Black Swans & Staying Useful: Probabilities, Strategy Risk, and Compliant Vaults 51:00 What’s Next: Tokenized Asset Management, Yield Everywhere, and Where to Connect Disclaimer: Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
What this episode covers
Background: James is an expert in building regulated crypto businesses, having scaled companies across custody, market data, and asset management since transitioning from traditional banking and fund management to crypto in 2017. Description: Mike Schroeder and Skyler Steinke host James Harris, CEO of Tesseract, a regulated digital asset yield manager based in Finland. James shares his path from traditional finance to building and exiting crypto businesses before leading Tesseract. They discuss the October $19B flash crash, the February selloff tied to ETF-driven volatility, weak market sentiment, and Bitcoin’s macro narrative. James explains Tesseract’s MiCA-regulated model, generating institutional yield through vetted lending and compliant DeFi “vaults,” and shares insights on tokenization, digital asset treasuries, and the future of institutional-grade crypto yield.
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#138 AI Vaults, Yield Dynamics, and Where Crypto Markets Go Next - James Harris of Tesseract
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