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Jett and I discuss BLISS, Vlad Costea's 8 hr BCH marathon, 1 year retrospective on Bitcoin Mechanic's situation w BIP110 going into Aug/Sep, David from Bankless selling his ETH & more. Enjoy, and please share your thoughts in the comments below
The cryptocurrency market is experiencing a severe downturn, with Bitcoin (BTC) crashing to around $60k. ~This episode is sponsored by Uphold~ Uphold Exa Credit Card ➜ https://bit.ly/UpholdExa Guest: Tim Warren, Host of Investing Broz Investing Broz Youtube ➜ @TimWarrenTrades Follow on Twitter ➜ @timsta6753 00:10 Sponsor: Uphold 01:30 Fear & Greed 03:00 Eric Balchunas: Bitcoin needs a rebranding 04:10 Bitcoin analysis 07:30 CLARITY vs BTC crash 08:30 Gold analysis 11:00 Why are people selling? 12:00 Ethereum analysis 13:30 Relief incoming? 16:00 CNBC: No surprise to see a hike this year 18:00 Solana analysis 21:40 ZEC Crash 24:50 CLARITY vs Saylor 25:30 Congress shorting crypto 25:50 next 30 days 26:20 Worried about Strategy 27:00 CLARITY vs Peace deal 27:30 Charles shorting ADA? 28:15 BTC vs XRP 29:20 SpaceX tax 30:40 Coinbase app freeze? 31:20 Bankless was right? 31:50 Arthur Hayes warning #Crypto #Bitcoin #Ethereum ~Crypto Carnage
De Ethereumgemeenschap kreeg deze week iets te verwerken. David Hoffman, een van de gezichten van de podcast Bankless en jarenlang een van de luidste pleitbezorgers van het netwerk, maakte bekend dat hij al zijn ether heeft verkocht. Zijn twijfel gaat niet over Ethereum zelf, maar over de munt. Dat verschil is belangrijk. Ethereum is het netwerk waarop applicaties, layer twee netwerken, stablecoins en getokeniseerde bezittingen draaien. Ether is het bijbehorende token. Hoffman blijft overtuigd van het netwerk, maar denkt dat de waarde daarvan vooral terechtkomt bij die applicaties en lagen eromheen, en veel minder bij de munt. De these dat ether geld zou worden is volgens hem niet mislukt, maar simpelweg uitgewerkt. Vrijwel tegelijk kwam medeoprichter Vitalik Buterin met een lange beschouwing over de koers van het project. Zijn stelling: de Ethereum Foundation moet een kleiner schip worden. Minder breedte, meer focus op de kern. Buterin wil terug naar de basiswaarden, die hij samenvat als censuurbestendigheid, openheid, privacy en veiligheid. De stichting gaat ook minder ether verkopen, en zijn eigen invloed neemt verder af, schrijft hij, wat hij naar eigen zeggen prima vindt. Dat alles speelt tegen de achtergrond van een reeks vertrekkende onderzoekers bij de stichting. We vragen ons af of beleggers in ether hier iets aan hebben, en of er überhaupt een brede consensus is over waar het heen moet. De bitcoinkoers zakte verder naar zo'n 69.000 dollar, terwijl we twee weken geleden nog op 80.000 stonden. Dat terwijl op de beurzen de grote indexen het ene na het andere record breken. Waarom volgt bitcoin die trend niet, en wat heeft de markt nodig om weer op te veren? Tot slot een blik op tokenisatie. Volgens een rapport van Citi kan de markt voor getokeniseerde beleggingen groeien van 17 miljard naar 5,5 biljoen dollar in 2030. Grote beurzen werken er volop aan. We bespreken wat getokeniseerde beleggingen precies zijn, wat het betekent voor de machtsconcentratie in de financiële wereld en hoe je er als belegger op kunt inspelen. De transitie gaat niet vanzelf: de Amerikaanse toezichthouder SEC stelde onlangs een regeling voor getokeniseerde aandelen uit nadat de beurzen in verzet kwamen. De vraag is of Europa de Amerikaanse ontwikkeling gaat volgen, en of Europese spelers dat aankunnen. Co-host is Bert Slagter. Over de podcast Cryptocurrency are here to stay. In deze wekelijkse podcast gidst Daniel Mol je door het belangrijkste cryptonieuws, langs hypes en trends, voor- en tegenstanders en winst en verlies. In het A-deel bespreken we het laatste nieuws en in het B-deel gaan we in gesprek met een gast. Van cypherpunkpioneers tot grootbanken die aan de haal gaan met stablecoins, van Bitcoin tot Ethereum tot CBDC's. Alles passeert de revue. Reageren? Stuur dan een mail naar cryptocast@bnr.nl Gasten Bert Slagter is analist bij kennisplatform Bitcoin Alpha. Links David Hoffman legt uit waarom hij al zijn ether heeft verkocht Vitalik Buterin over de toekomst en afslanking van de Ethereum Foundation The Block over de Ethereum Foundation die een kleiner schip wordt Citi voorspelt een tokenisatiemarkt van 5,5 biljoen dollar in 2030 SEC stelt regeling voor getokeniseerde aandelen uit na bezwaren van beurzen Host Daniel Mol is presentator en redacteur van de Cryptocast. Hij is sinds 2017 met Bitcoin bezig en kwam in 2021 bij het team van de Cryptocast. Redactie Daniel Mol Matthijs Damsteeg See omnystudio.com/listener for privacy information.
Ethereum's midlife crisis hits the podcast as ex-Bankless and ConsenSys insiders unpack ETH's talent exodus, identity spiral, "Microsoft" future, EF shake-ups, and the Solana contender play-all with spicy takes on airdrops, real dev stats, and blockchain adoption drama. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, it's an Ethereum apostasy spectacular: we're joined by David Hoffman and Max Resnick, who hit the confessional booth to explain why they've left the church of Ethereum. We kick off with David's viral "ETH is money" post-mortem: why he finally sold, and whether ETH can escape its spot on the yield farm for good. Max jumps in with an OG technologist's view on EF's internal struggles, talent flight, and the move-slow, break-nothing philosophy now gripping Ethereum's core. Is the EF just ossifying—or is it devolving into the "Microsoft of crypto"? From there, the hosts dissect the "second foundation" meme, why Twitter doomers might not matter for the ETH price, and whether Solana has stolen the next generation of devs. Max throws down on Solana's quantum future while the group takes barstool shots at metrics, narratives, and the never-ending "Ethereum is for boomers" debate. Whether you're a ride-or-die Etherean or just here for the schadenfreude, let's get into it. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights
Het sentiment in crypto is volgens sommige metingen het slechtste in een decennium, maar Strategy koopt ondertussen gewoon door: na een schulddeal van $1,5 miljard staat de teller op 843.738 BTC. We bespreken ook de American Reserve Modernization Act van Republikein Begich, de uitgestelde proeftuin voor on-chain aandelen en de ECB die weinig voelt voor succesvolle euro-stablecoins. Verder gaat het over Trumps harde lijn richting de cryptosector, de koers van de Ethereum Foundation en waarom Bankless-host David Hoffman zijn ETH verkocht. Is dit capitulatie, herpositionering of juist het moment waarop de markt weer verrast?Probeer de eerste maand voor 5 euro (80% korting)Satoshi Radio wordt mede mogelijk gemaakt door: Watson Law en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:14:00) Bookmark van Peter: ‘Slechtste sentiment in een decennium'(00:18:30) Bookmark van Peter: Republikein Begich introduceert American Reserve Modernization Act (ARMA)(00:22:40) Bookmark van Bart: Strategy Completes $1.5 Billion Debt Repurchase and achieves BTC Yield of 13.3% YTD; Now Holds 843,738 BTC(00:28:00) Bookmark van Peter: Proeftuin voor on-chain aandelen toch nog in de wachtkamer(00:32:30) Bookmark van Peter: ECB heeft liever geen succesvolle euro-stablecoins(00:42:00) Bookmark van Peter: Trump waakt als dolle hond over de cryptosector(00:51:00) Bookmark van Bart: Some of my perspective on where the ethereum foundation is going.(01:03:00) Bookmark van Bert: Why I Sold My ETH(01:38:00) MarktupdateBookmarksBertWhy I Sold My ETHBartSome of my perspective on where the ethereum foundation is going.Major areas where the financial system still needs an updateStrategy Completes $1.5 Billion Debt Repurchase and achieves BTC Yield of 13.3% YTD; Now Holds 843,738 BTCPeterRepublikein Begich introduceert American Reserve Modernization Act (ARMA)Proeftuin voor on-chain aandelen toch nog in de wachtkamerKoreaanse cryptohandel flink opgedroogd (8% van aandelenhandel)‘Alles in de DeFi-wereld is onveilig'Trump waakt als dolle hond over de cryptosectorbron 2Passeren Clarity Act is nog niet zo duidelijkTD Cowen noemt passeren Clarity Act onwaarschijnlijkECB heeft liever geen succesvolle euro-stablecoins‘Slechtste sentiment in een decennium'bron 2Hyperliquid het wonderkind van deze bearmarkt
Ethereum's midlife crisis hits the podcast as ex-Bankless and ConsenSys insiders unpack ETH's talent exodus, identity spiral, "Microsoft" future, EF shake-ups, and the Solana contender play-all with spicy takes on airdrops, real dev stats, and blockchain adoption drama. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, it's an Ethereum apostasy spectacular: we're joined by David Hoffman and Max Resnick, who hit the confessional booth to explain why they've left the church of Ethereum. We kick off with David's viral "ETH is money" post-mortem: why he finally sold, and whether ETH can escape its spot on the yield farm for good. Max jumps in with an OG technologist's view on EF's internal struggles, talent flight, and the move-slow, break-nothing philosophy now gripping Ethereum's core. Is the EF just ossifying—or is it devolving into the "Microsoft of crypto"? From there, the hosts dissect the "second foundation" meme, why Twitter doomers might not matter for the ETH price, and whether Solana has stolen the next generation of devs. Max throws down on Solana's quantum future while the group takes barstool shots at metrics, narratives, and the never-ending "Ethereum is for boomers" debate. Whether you're a ride-or-die Etherean or just here for the schadenfreude, let's get into it. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights
In this episode of the Crypto Rundown, Tevo and Brendan break down the latest Ethereum drama after Bankless sold its ETH and Vitalik responded with a long defense of Ethereum's mission. They discuss whether the negativity around Ethereum is a capitulation signal, especially as Bitmine and SharpLink continue accumulating and prepare for potential Russell index inclusion. The conversation also covers Bitcoin ETF resilience, the rise of the DRAM/AI chip trade, and why capital rotation may eventually flow back into crypto. They close with updates on the Strategic Bitcoin Reserve narrative, Ondo founder Nathan Allman's passing, and why Bitcoin's recent technical rejection is pushing the market back toward fear.Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters0:00 Intro03:20 - Ethereum drama takes over the timeline05:20 - Bankless sells ETH and sparks debate07:40 - Vitalik responds to Ethereum criticism09:50 - Ethereum Foundation influence explained13:25 - Is Bankless selling a bottom signal?15:40 - Bitmine and SharpLink gain index momentum18:30 - AI chip ETF beats Bitcoin ETF record24:30 - Bitcoin ETF flows remain surprisingly strong26:40 - Strategic Bitcoin Reserve rumors return32:10 - Crypto fear rises after Bitcoin rejectionSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men: https://mengotomars.com* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Scribe and use my code Scribe.how/CRYPTO101 for a great deal: https://scribe.com/Crypto101* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.com* Check out Webroot and use my code webroot.com/crypto101 for a great deal: https://www.webroot.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The internet is about to be flooded by machines, and Matthew Prince thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could overtake human traffic by 2027, how crawlers are changing the economics of content, why ads and subscriptions may not survive in their current form, and how x402, stablecoins, and pay-per-crawl could create a new payment layer for the web. ---
Crypto's old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless. ---
On today's show, the panel analyzed Mark Cuban's full Bitcoin sale as classic capitulation and a potential market bottom signal, strongly defending Bitcoin's long-term role as digital gold and an asymmetric inflation hedge. They discussed heavy Ethereum bearishness, highlighted by Bankless co-founders selling their last ETH and declaring the “First Era” over. The conversation also covered Hyperliquid's explosive momentum, the booming AI/agentic economy with privacy-focused tokens like NEAR and Venus, DeFi hacks and risks, and LetIn's regulated Bitcoin lending model. Overall, speakers acknowledged the current crypto winter but remained optimistic about blockchain infrastructure powering the future tokenized AI economy. Learn more about your ad choices. Visit megaphone.fm/adchoices
Blue Alpine Cast - Kryptowährung, News und Analysen (Bitcoin, Ethereum und co)
In this episode of the Crypto Rundown, Tevo and Brian break down why major altcoin winners like Hyperliquid and Venice are outperforming while Bitcoin and Ethereum remain stuck in a choppy macro range. They highlight Hyperliquid's massive ETF momentum, growing revenue, and future U.S. access potential, while also revisiting Venice's AI-driven breakout after being called much earlier in the community. The conversation also covers Bitcoin's biggest near-term headwinds, including the Clarity Act timeline, Middle East energy risks, inflation pressure, and rising bond yields. They close with Ethereum concerns, Bankless selling ETH, SpaceX's Bitcoin treasury, Drake mentioning Bitcoin, and why staying nimble matters in this market.Check out Quince: https://quince.com/CRYPTO101Check out Shopify: https://shopify.com/crypto101Check out Mars Men: https://mengotomars.comGet my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Crypto Market Overview and ETF Momentum01:19 Deep Dive into Hyperliquid and Hype ETF12:00 Market Dynamics: Bitcoin, Ethereum, and Macro Influences22:15 Concerns for Bitcoin: Inflation and Geopolitical Tensions32:47 Exploring Uniswap and Market Opportunities34:26 The U.S. Strategic Bitcoin Reserve Discussion35:44 The Political Landscape and Bitcoin's Future37:56 Regulatory Changes and FinTech Integration39:31 Shifts in Ethereum's Community and Leadership42:38 Market Sentiment and Price Predictions for Ethereum48:56 SpaceX IPO and Bitcoin's Role in the Future50:54 Mainstream Culture and Bitcoin's Popularity53:31 Weekend Reflections and Community EngagementSubscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Mars Men and use my code Mengotomars.com for a great deal: https://mengotomars.com* Check out NPR: https://npr.org* Check out Quince and use my code quince.com/crypto101 for a great deal: https://www.quince.com* Check out Shopify and use my code shopify.com/crypto101 for a great deal: https://www.shopify.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
SpaceX gaat naar de beurs in wat de grootste IPO ooit kan worden, en onthult terloops een bitcoinbezit van 18.712 BTC. Verder maken Nederlandse grootbanken een opvallende cryptodraai door een Europese stablecoin te steunen, trekt Trump zijn ETF-aanvragen in én sluit hij een deal met de Belastingdienst. We bespreken ook de CFTC-rechtszaak rond voorspellingsmarkten, Tether die SoftBank's belang in Twenty One overneemt en de vraag wat er in 2036 met bitcoin mining gebeurt. En oh ja: Bankless-host David verkoopt al z'n ETH.Probeer de eerste maand voor 5 euro (80% korting)Satoshi Radio wordt mede mogelijk gemaakt door: Watson Law en onze hoofdsponsor Bitvavo.Timestamps(00:00:00) Welkom en Podcast Introductie(00:09:00) Bookmark van Peter: CFTC sleept Minnesota voor de rechter om voorspellingsmarkten(00:20:00) Bookmark van Bert: WSJ: SpaceX Is Aiming to Go Public on June 12 in What Stands to Be Biggest IPO Ever(00:31:00) Bookmark van Bert: WSJ: OpenAI kondigt misschien vrijdag al beursgang aan(00:39:00) Bookmark van Bert: “HL provided price discovery that was very accurate”(00:46:00) Bookmark van Peter: Trump sluit deal met Amerikaanse Belastingdienst(00:51:00) Bookmark van Peter: Trump trekt zijn ETF-aanvragen terug(00:53:00) Bookmark van Peter: Trump geeft opdracht aan Fed om weg vrij te maken voor fintechs(00:56:00) Bookmark van Peter: SEC komt binnenkort met ‘innovation exemption' voor on-chain securities(01:03:00) Bookmark van Bart: Nederlandse grootbanken maken cryptodraai en steunen Europese stablecoin(01:18:00) Bookmark van Bert: The 2036 Issue: Bitcoin Mining Is Dead, Long Live the Miners!(01:34:00) Bookmark van Bert: Bankless-host David verkoopt al z'n ETH(01:44:00) Bookmark van Bart: Tether International Deepens Commitment to Twenty One Capital Through Acquisition of SoftBank's Stake(01:53:00) MarktupdateBookmarksBertThe 2036 Issue: Bitcoin Mining Is Dead, Long Live the Miners!WSJ: SpaceX Is Aiming to Go Public on June 12 in What Stands to Be Biggest IPO EverSpaceX onthult bezit van 18.712 BTCWSJ: OpenAI kondigt misschien vrijdag al beursgang aanFT: Waardering boven de $1 biljoen“HL provided price discovery that was very accurate”HyperLiquid #1 application revenue$25 miljoen in HYPE ETF'sBankless-host David verkoopt al z'n ETHEn de ene na de andere EF-coryfee vertrektniet normaalBartTether International Deepens Commitment to Twenty One Capital Through Acquisition of SoftBank's StakeI am the sole controller and board authority of Strike. Twenty One does not own any part of Strike.Nederlandse grootbanken maken cryptodraai en steunen Europese stablecoinPeterBitcoinfondsen lopen ‘leeg'Saylor's kluis loopt ‘vol'CFTC sleept Minnesota voor de rechter om voorspellingsmarktenTrump sluit een deal met de BelastingdienstTrump trekt zijn ETF-aanvragen terugTrump geeft opdracht aan Fed om weg vrij te maken voor fintechsFed zet volgende stap in formalisering ‘payment accounts'Iran de facto poortwachter van Straat van HormuzIran lanceert Hormuz Safe, veilige vaart tegen betaling van BTCSEC komt binnenkort met ‘innovation exemption' voor on-chain securitiesRevolut lanceert eerste cryptobetaalkaart (Doge-thema)Zerohash krijgt EMI-vergunning van DNB
AI is no longer just a technology story. It is becoming a political fault line. Jasmine Sun joins Bankless to unpack the rise of AI populism, why backlash against data centers and AI labs is spreading across strange political coalitions, and whether jobs, inequality, and SuperPAC money could turn AI into a defining 2028 election issue. ---
$MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and proximity markets could become core revenue streams, and how the team is thinking about appchains, AI agents, security, and Stage 2 decentralization. ---
Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “AI is the new QE” thesis, the scarcity-versus-abundance portfolio, why the S&P may struggle in an AI regime, what a more muted Bitcoin cycle looks like, and where he still sees upside across the rest of crypto. ---
Austen Allred joins Bankless to unpack Kelly Claude, the AI agent he has given an LLC, bank accounts, a token, and even a human employee. They explore how Kelly finds software opportunities, ships apps to the App Store, learns through orchestration and factory-style workflows, and why crypto rails may be the missing layer for agent-to-agent commerce. ---
Why has the dollar remained dominant despite rising debt, geopolitical strain, and growing challengers? Barry Eichengreen joins Bankless to trace the history of global reserve currencies. From Spanish silver and the Byzantine solidus to sterling and the modern dollar, Barry explains the conditions that make a currency rise, endure, and eventually fall. We explore fiscal discipline, rule of law, military power, gold, China, and crypto to understand what history suggests about the dollar's future. ------
Michael Saylor thinks Bitcoin is headed to $21 million, but the real story in this conversation is how he believes it gets there. In his first appearance on Bankless, Saylor breaks down Strategy's evolving capital machine, why STRC may be the most ambitious instrument the company has built yet, how he thinks about quantum risk without panic, why his view on Ethereum has become more constructive, and what he means when he says the endgame is giving the world an 8% bank account forever. ---
What if Bitcoin's biggest strength becomes its fatal weakness? Nic Carter joins Bankless to unpack why the latest quantum papers changed the threat model, why a 2029 migration window could leave Bitcoin dangerously behind, what a real post-quantum transition would require, and why the fight over Satoshi's dormant coins may become the most explosive governance battle in Bitcoin history. ---
Three macro forces are converging that almost no one is pricing in correctly. Jeff Park returns to Bankless to lay out what he calls the "certain truths" shaping markets for the next two decades: collapsing demographics across every major economy, wealth concentration that now exceeds even the Gilded Age, and a labor market being structurally hollowed out by AI before robots even arrive. ---
Crypto insiders debate the Ethereum Foundation's new “CROPS” mandate: is the EF losing touch with builders, why does Solana keep pulling startups away, and what will it actually take for Ethereum to stay ahead? Expect a candid conversation on governance, comms, and crypto culture wars. Welcome to The Chopping Block — where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week we've got plenty of firepower with special guests Taylor Monahan (formerly of MetaMask, now a security sensei) and Bankless impresario David Hoffman. The crew digs into the Ethereum Foundation's freshly dropped “CROPS” manifesto — a 38-page PDF full of cypherpunk values, new acronyms, and debate fuel. What does it really say about where Ethereum is headed? Is EF finally embracing “sanctuary tech,” or just giving startups another reason to choose Solana? Who deserves credit for Ethereum's growth: the Foundation, the community, or the market? Expect sharp takes on EF's endless comms problems, why L2s aren't a cure-all, and whether crypto culture matters as much as the tech. It's a spicy, insider-heavy episode — so grab your popcorn and dive in. Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform. Show highlights
Tempo Mainnet is live, but this episode isn't really about just another chain launch. It's about a bigger claim: that AI agents are about to need native money, and that the internet may need a new payment layer to support them. Georgios Konstantopoulos and Brendan Ryan join Bankless to unpack why Tempo launched with agentic payments front and center, what MPP actually is, how it compares to x402, and why they think machine-to-machine commerce could reshape everything from paid APIs to the business model of the web itself. ---
A deep dive into Trump's emerging grand strategy and the geopolitical logic behind the Iran conflict. Kamran Bokhari joins Bankless to unpack how the U.S. is trying to reshape the Middle East, manage tensions with China and Russia, and transition from direct intervention toward a new model of burden-sharing, regional power balancing, and global restraint. ------
The Ethereum Foundation's new mandate has reignited one of Ethereum's oldest debates: Should it stay laser-focused on cypherpunk values, or lean harder into adoption, product, and market share? Ryan and David debate CROPS, self-sovereignty, ETH as money, and whether the EF is protecting Ethereum's soul or holding it back. ------
The next great battle in finance may not be over stocks, crypto, or even payments. It may be over where the $90 trillion great wealth transfer actually lands. In this episode, Robinhood founder and CEO Vlad Tenev returns to Bankless for a fast-moving conversation on how Robinhood wants to position itself for that generational handoff, why he believes 24/7 markets and tokenization are inevitable, and why the popular narrative around Gen Z as financially reckless misses what he's seeing on-platform. ---
Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow bounced right through it. Then they unpack Trump's public pressure campaign against banks over stablecoin yield, Kraken's historic Fedwire breakthrough, and why crypto is starting to look less like an outsider and more like part of the financial core. Plus: Anthropic vs. the Pentagon, Erik Voorhees' private AI push with Venice, fresh Aave governance drama, ZachXBT helping catch the $46M government crypto thief, and the New York Times calling crypto dead right on schedule. ---
AI is getting dangerously good at smart contract security. Faster than crypto is ready for. Alpin Yukseloglu joins Bankless to break down EVMBench (built with OpenAI), a benchmark testing whether AI agents can detect, patch, and exploit real fund-draining bugs and why the jump from ~12–13% exploit-finding to 70%+ could rewrite today's security assumptions. We unpack what that “70%” really means, why crypto's verifiability is an ideal training ground, why AI labs haven't prioritized crypto data yet, and what a 24/7 blackhat vs whitehat AI arms race means for DeFi. ---
Crypto's newest threat isn't a smart contract exploit, it's a knock at your door. In this episode, Ryan sits down with Jameson Lopp (Casa) and Beau (former CIA, now safety at Pudgy Penguins) to map the real security landscape for crypto holders in 2026: the phishing traps you'll see daily, the physical “wrench attacks” that terrify the community, and the practical systems that can make both dramatically less effective. If going bankless is about freedom, this is the playbook for keeping that freedom without turning into your own security team. ---
Last week felt like four different crashes happening at the same time: AI software stocks melting down, crypto capitulating, gold and silver whipping around, and markets suddenly panicking about AI CapEx. Jim Bianco returns to Bankless to explain what actually changed: why AI is collapsing the cost of building software (and threatening SaaS pricing models), how “synthetic Bitcoin” in TradFi can amplify volatility even when nothing breaks onchain, and why the next crypto cycle can't be powered by “permission” narratives, it has to be powered by replacement and building. ---
Robinhood isn't just adding another crypto feature—it's assembling a new exchange stack: stock tokens, an Ethereum L2 built for real-world assets, and a wallet that can plug into DeFi. Johann Kerbrat (GM of Crypto at Robinhood) joins Bankless to unpack what “24/7 markets” actually requires, why liquidity and routing are the hidden battleground for tokenized equities, and how “Certified by Robinhood” could become a distribution moat for onchain apps. Along the way, they compare Robinhood's approach to tokenization with the NYSE's 24/7 tokenized platform plans and Nasdaq's tokenized securities proposal, and dig into what U.S. regulatory clarity would need to unlock stock tokens stateside. Subscribe for more on the new financial rails being built in real time. ---
Crypto enters a full-blown pain market as Bitcoin, ETH, tech stocks, and even gold sell off together. Ryan and David break down why crowded trades are unwinding across markets, what the Warsh Fed chair pick means for rates and risk assets, and whether crypto has become uniquely fragile in this cycle. They dig into Vitalik's L2 pivot and what it signals about Ethereum's next era, unpack massive institutional paper losses at Strategy, BitMine, and Galaxy, and analyze Polymarket odds on where Bitcoin goes next. Plus: OGs selling to ETF buyers, the Clarity Act standoff between banks and crypto, and how to survive the psychology of a real bear market. ---
Hello everyone, Today's guest is Victoria Olsina, an AI Search, GEO and AI Content Systems Consultant for Web3 brands. She helps crypto, blockchain and DeFi projects improve visibility across AI models, search engines and decentralised communities using advanced SEO, AEO, GEO and AI-powered content systems. Her clients include Polkadot, Bankless, Consensys, NEAR, Aztec and Mezo. She was nominated for Best SEO in Europe and is a speaker and mentor in the Web3 and AI marketing ecosystem.a TL;DR :* Getting your brand to show up in ChatGPT and AI search results* What actually matters for LLM visibility (hint: it's not traditional SEO)* Which marketing tasks you should automate vs. keep human* Real talk on building AI agents that actually work* Why SEO still matters for Web3 (even if you're crushing it on X)* How bear vs. bull markets change your SEO playbook* and more. Get in touch:Victoria OlsinaWebsite: https://victoriaolsina.com/Linktree: https://linktr.ee/victoriaolsinaLinkedIn: https://www.linkedin.com/in/victoriaolsina/ X: https://x.com/victoria_olsinaYouTube: https://www.youtube.com/@victoria.olsinaLLM visibility book - https://victoriaolsina.com/llm-visibility-for-web3-book/Follow us:Twitter https://twitter.com/ooo_podcastThe Web3 Marketing Hackathon - https://x.com/web3mktghackFarcaster - https://warpcast.com/froguleAlexandra - https://twitter.com/froguleAlex LinkedIn - https://www.linkedin.com/in/alexandranicorici/
Zcash founder Zooko Wilcox joins Bankless to argue that privacy is back on the critical path—because AI turns chain surveillance into pattern-recognition at scale—and that the real bottleneck for cypherpunk tools has always been UX and onboarding. We dig into Zcash's “encrypted Bitcoin” meme, the dev fund's evolving design (and why it helped Zcash survive), recent ZEC momentum, and the wallet/intents stack that makes private spending actually usable. Plus: why “value at rest” beats “value in flight,” what it would take for Ethereum to get meaningful privacy, and the debate over strengthening the 21M cap (and whether Zcash should add new security mechanisms without losing the meme). ------
Can a rural village in El Salvador actually replace the central bank?Host Jethro Toro hangs out with Mike Peterson and the founders of Bitcoin Berlin, Evelyn Lemus and Gerardo Linares. They talk about a grassroots movement that is changing how people use money. We explore the true story of El Zonte, where a project focused on community development built a true circular economy. They used the Lightning Network to make fast digital payments just to survive the pandemic proving the experts wrong years before big banks caught on.Evelyn and Gerardo explain exactly how they got a whole town excited about Bitcoin without asking the government for permission. We follow their journey from the coast to the mountains of Berlin. They are teaching high school students about decentralized finance so they can run their own independent systems instead of trusting apps to hold their money. They also highlight how El Salvador tourism is booming as Bitcoin fans visit to support local shop owners who are saving in Bitcoin.We also look at how they are fighting back against expensive money transfer companies. You will learn how a new project in La Laguna uses a local hardware store to help families send money home without paying Western Union's high fees. The team explains why they stopped using the government's Chivo wallet to use better open tools. They even share a new guide for anyone who wants to start a Bitcoin community in their own neighborhood.Subscribe to the channel to see the proof that this works, and leave a comment if you are ready to try a new way of using money.-Bitcoin Beach TeamConnect with Gerardo Linares and Evelyn Lemus:https://x.com/GR_Linares1 https://x.com/Evelynlemus2906 https://www.youtube.com/@BitcoinBerlinSV Connect and Learn more about Jethro Toro:https://x.com/JethroTorohttps://rumble.com/user/BitcoinCountry Support and follow Bitcoin Beach:X: https://www.twitter.com/BitcoinBeach IG: https://www.instagram.com/bitcoinbeach_sv TikTok: https://www.tiktok.com/@livefrombitcoinbeach Web: https://www.bitcoinbeach.com Browse through this quick guide to learn more about the episode:02:13 - The History of Bitcoin Beach 15:04 - Why El Zonte Switched to Lightning20:46 - How to Build a Bitcoin Circular Economy 32:00 - Living on a Bitcoin Standard in El Salvador 39:41 - Teaching Students to Run Nodes 47:51 - Replicating the Model in La Laguna 57:44 - Solving the Remittance Problem 1:09:58 - Building Bitcoin Network Effects Locally1:22:45 - Bitcoin Merchant Onboarding Guide PDFLive From Bitcoin Beach
In today's episode, we discuss Vitalik's recent comments on zero-knowledge technology and the scalability trilemma. The three of us unpack what's actually changed since 2017, how advances like data availability sampling and zkEVMs reshape Ethereum's execution and verification model, and whether these developments meaningfully alter the decentralization–security–scalability trade-offs.We discuss:Ethereum's original scalability trilemmaWhy the trilemma existed in 2017Ethereum vs Solana trade-offsDecentralization vs throughputWhat data availability sampling really doesBLOBs, L2s, and scaling EthereumzkEVMs and execution offloadingProver markets and new supply chainsDoes ZK “solve” the trilemma?Trust, security, and financial infrastructureCelestia, EigenDA, and DA competitionWhere blockspace actually mattersCrypto data jobs and hiring trendsAnd much more—enjoy!—Timestamps:(00:00) Introduction(02:47) Trilemma explained(05:23) Ethereum vs Solana(07:28) ZK tech overview(09:29) Data availability(10:48) zkEVM execution(12:54) Solving trilemma?(15:03) Trust and security(20:09) Stablecoins on Ethereum(25:03) Celestia DA hype(31:40) Crypto data jobs(35:02) Job market outlook(38:09) Outro—Content links:Jobs board—NEW: Join the Indexed Pod group chat:https://t.me/+Jmox7c6mB8AzOWU0Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxerhttps://x.com/sui414Follow the Indexed Podcast:https://x.com/indexed_pod—The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show!—DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.
What if the biggest threat to your freedom isn't a bad decision - but a scoreboard you never agreed to? Philosopher C. Thi Nguyen joins Bankless to unpack how modern life quietly turns values into points: likes, GPAs, net worth, rankings, and performance metrics that feel objective - but often flatten what matters most. We explore what games really are, why “gamified” platforms like social media can be uniquely corrosive, and how “value capture” pulls you from meaning into measurable proxies. Then we get practical: playfulness, reflective control, and “value federalism” as ways to use metrics without letting them use you. ---
In today's episode, we're diving deep into DePIN with Dylan Bane, Prince of DePin at Messari.We discuss:What DePIN actually is and why it mattersHardware vs software DePIN modelsThe major DePIN categories and leading protocolsCompute, storage, connectivity, sensor, and energy networksWhy DePIN is one of the few crypto sectors with real revenueOnchain revenue verification and credibilityWho is actually making money in DePIN todayHelium's revenue, buybacks, and valuationEnergy-focused DePIN as a 2026 breakout themeDePIN's role in physical AI, robotics, and data collectionInfraFi and financing layers built on DePIN cash flowsWhy DePIN may outperformAnd much more—enjoy! — Timestamps: (00:00) Introduction (05:06) What is DePIN? (10:12) DePIN categories (18:25) DePIN revenue today (23:40) Onchain verification (29:38) Who makes money (34:52) Helium economics (41:23) Energy DePIN thesis (44:39) Robotics and AI (46:53) InfraFi opportunity (48:16) Outro —Content links:https://depinpulse.app/https://stg.depin.ninja/https://x.com/hosseeb/status/1877009623250792892?s=20—Follow the guest:https://x.com/dylangbaneNEW: Join the Indexed Pod group chat:https://t.me/+Jmox7c6mB8AzOWU0Follow the co-hosts:https://x.com/hildobby https://x.com/0xBoxer https://x.com/sui414Follow the Indexed Podcast:https://x.com/indexed_pod — The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show! — DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.
Brent Johnson returns to Bankless to update the Dollar Milkshake Theory and explain why the de-dollarization narrative misses the bigger trend. He argues markets may want out of the dollar, but the Eurodollar system keeps pulling demand back in, and “dollar down” headlines do not break the framework. Brent also covers how debt stress can spill into political instability, why stablecoins and the GENIUS Act could accelerate re-dollarization, and what this means for monetary sovereignty. We close with China's counter-strategy and how Brent thinks about positioning from here. ---
Ben Lakoff and Arnav Pagidyala from Bankless Ventures lay out how they're thinking about crypto investing heading into 2026. The conversation spans four persistent pillars of every cycle: DeFi, tokenization, capital formation, and speculation and how each is evolving as crypto matures. Topics include the next wave of on-chain lending, equity perps, DeFi neobanks, verticalized tokenization platforms, compliant ICOs, prediction and opinion markets, and where AI agents may reshape crypto-native finance. A candid look at what's investable now, what's changing, and how Bankless Ventures is underwriting the next cycle. ------
Crypto prices are down, but the most important players are still building. In this week's Weekly Rollup, Ryan and David break down Coinbase's push to become a financial super app, JPMorgan's first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots. They also unpack Solana's Firedancer finally going live, the growing fight over tokenholder rights at Aave and what Uniswap's unification proposal gets right, and why tokenization and prediction markets are advancing faster than prices suggest. ---
AI is becoming the most powerful surveillance machine ever built and most people are feeding it their deepest secrets without realizing who can read them. Proton founder Andy Yen joins Bankless to explain how Big Tech captures your identity, why AI chat logs are a privacy disaster waiting to happen, and what a self-sovereign, user-aligned future could look like. We explore how AI models profile you, why subscription business models don't guarantee privacy, how Proton built Lumo without retaining user data, and why encrypted email remains the cornerstone of your digital identity. Andy also breaks down EU “chat control,” Apple's privacy-washing, the crisis of trust in crypto, and the practical steps anyone can take today to reclaim their digital freedom. ---
The final Fed meeting of 2025 delivered a surprise rate cut, but the real story is how the market is reacting. In this week's Weekly Rollup, Ryan and David unpack what the new policy shift means for crypto liquidity, why regulators across the SEC, CFTC, and OCC are suddenly embracing onchain markets, and how Tom Lee's massive ETH accumulation is reshaping sentiment. We also get into Ethereum's growing momentum from ZK advancements and blob upgrades, the ZKsync Atlas rollout, Base's bridge drama with Solana, and Farcaster's pivot away from social. Plus, the rise of tokenization, new prediction market rails, and whether this week marks the first real cycle turn for Ethereum. ------
America isn't just leading the AI race; it's increasingly built on it. Investor–author Ruchir Sharma joins Bankless to unpack why U.S. growth, stock gains, and even debt complacency are now tethered to a single story, and what a sensible hedge looks like. We trace how U.S. dominance happened, what could puncture the current euphoria, and where the real diversification lives: quality stocks that have lagged, broad ex-US exposure with currency tailwinds, and selective bets in India, China, and reform winners like Greece and Poland. We also tackle the “gold + stocks up together” puzzle, why that correlation can bite in a tightening cycle, and Ruchir's “two cheers” case for Bitcoin as a portfolio asset whose utility still has room to grow. ---
In this episode of Bankless, Ryan and David dive into prediction markets and their place in today's financial landscape. They unpack how peer-to-peer markets differ from traditional sportsbooks, spotlighting Polymarket and Kalshi, and explore scalability, regulation, and societal impact. Are these markets tools for informed decision-making or just another gambling avenue? ------
Authoritarian regimes are upgrading their playbook — from surveillance cameras and spyware to algorithmic censorship and AI-driven policing. Steven Feldstein, senior fellow at Carnegie and author of The Rise of Digital Repression, joins Bankless to map the expanding world of repression technology. We cover everything from Nepal's protest movement to China's sophisticated censorship stack, the global spyware industry, and the unsettling rise of predictive policing and AI in warfare. Along the way, Feldstein explains how financial repression and social credit systems extend state power into the economic sphere — and where crypto fits into the story of resistance.
Authoritarian regimes are upgrading their playbook — from surveillance cameras and spyware to algorithmic censorship and AI-driven policing. Steven Feldstein, senior fellow at Carnegie and author of The Rise of Digital Repression, joins Bankless to map the expanding world of repression technology. We cover everything from Nepal's protest movement to China's sophisticated censorship stack, the global spyware industry, and the unsettling rise of predictive policing and AI in warfare. Along the way, Feldstein explains how financial repression and social credit systems extend state power into the economic sphere — and where crypto fits into the story of resistance. ---
Crypto vs. Banks — the proxy war for the future of money is heating up. Summer Mersinger, CEO of the Blockchain Association and former CFTC Commissioner, joins Bankless to unpack the battle over the GENIUS Act, why banks are fighting to roll it back, and how stablecoins have become the frontline. From Elizabeth Warren's fading influence to the $700M bank lobbying machine, we explore what's really happening on Capitol Hill, the global stakes for stablecoins, and how upcoming U.S. policy could reshape innovation, regulation, and consumer freedom. ---
What if payment chains are the “AWS moment for money”? Simon Taylor — fintech veteran, ex-Barclays crypto lead, and author of FinTech Brainfood — joins Bankless to map the convergence of fintech and crypto. From stablecoins serving as the Trojan horse for tokenisation to Tempo's push for a payments chain, Simon explains why finance is on the brink of its biggest infrastructure shift since Visa. We cover the rise of payments L1s, the regulatory roulette of stablecoins, and whether neutrality and permissionlessness can survive in corporate-led networks. Plus, Simon breaks down the differences between stablecoins, tokenized deposits, and CBDCs — and explains why the future of finance is already being rebuilt on-chain. ---