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Nic and Matt are back for another week of news and deals. In this episode: There's a big storm coming Matt's playoff picks Farcaster sells to Neynar Is this the nail in the coffin for Web3Social? Where Farcaster went wrong BitGo goes public NYSE is building a tokenized security trading platform Are we looping back around to enterprise blockchains? A MA judge has issued an injunction against Kalshi Jeffries drops Bitcoin from its model portfolio over quantum risk Coinbase launches an advisory board on quantum Trump sues JPM for debanking him Does the Central Bank of Iran really control $500m worth of USDT? What's next for Caroline Ellison?
This week, we discuss Claude and the ongoing AI acceleration, AI's impact on VC and SaaS, and the latest draft of the CLARITY Bill. We also dig into BitGo's upcoming IPO, Polygon's latest acquisitions, the Farcaster Sale, Larry Fink's WEF comments, and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Coinbase crypto-backed loans, powered by Morpho, enable you to take out loans at competitive rates using crypto as collateral. Rates are typically 4% to 8%. Borrow up to $5M using BTC as collateral and up to $1M using ETH as collateral. Manage crypto-backed loans directly in the Coinbase app with ease. Learn more here: https://www.coinbase.com/onchain/borrow/get-started?utm_campaign=0126_defi-borrow_blockworks_empire&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=empire -- Timestamps: (00:00) Intro (02:55) Claude And The AI Acceleration (11:53) Leveraging Expertise, Competing Models & Company Structure (21:02) AI's Impact On VC And SaaS (31:590 Ads (Coinbase) (32:44) Unpacking The CLARITY Bill (41:00) BitGo's IPO (53:53) Polygon Acquisitions (01:00;47) Farcaster Sale & Decentralized Social (01:08:30) Larry Fink And Content Of The Week -- Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, Rob and our guests may hold positions in the companies, funds, or projects discussed.
This week the boys break down the Crypto Clarity Act's dramatic Senate markup with Coin Center's Peter Van Valkenburgh, covering developer liability concerns, tokenized securities language controversy, the banking industry's war against stablecoin yield. 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. Tarun's out this episode, but we're joined by Peter Van Valkenburgh, Principal of Policy at Coin Center and one of the sharpest legal minds in crypto. This week, we're diving deep into the Crypto Clarity Act drama that has DC in chaos mode. What started as crypto's best shot at comprehensive regulation just hit a major roadblock when Coinbase pulled their support hours before the Senate markup. We'll break down the developer liability questions around "control" definitions, the tokenized securities language that has Brian Armstrong fired up, and the stablecoin yield restrictions that have banks and crypto companies at each other's throats. Peter gives us the inside scoop on what's really in this 200-page bill, why Polymarket odds crashed from 80% to 40%, and whether this legislative train wreck can still get back on track. 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
Brian Armstrong debates with Bank of France governor at Davos. Coinbase CEO Brian Armstrong sparred with the Bank of France Governor at Davos, correcting him on Bitcoin's independence and pushing for a "Bitcoin Standard." Meanwhile, the U.S. Senate has indefinitely postponed the Clarity Act markup after Coinbase withdrew its support. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
This episode is brought to you by Uniswap! Are you a builder who needs to add on-chain trading to your product? The Uniswap Trading API from Uniswap Labs offers plug-and-play access to some of the deepest liquidity in crypto It's on-chain execution at an enterprise level. More liquidity. Less complexity. Visit hub.uniswap.org to learn more. Is Bitcoin losing its “digital gold” narrative just as geopolitics heat up? The Bits + Bips crew debates what markets still aren't pricing in. In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by David Duong, Global Head of Research at Coinbase, to unpack a volatile mix of crypto regulation, geopolitics, and shifting market structure. The group digs into why the latest market structure bill is starting to crack, why investors may be underpricing regulatory clarity, and what it means that Bitcoin is failing to behave like digital gold just as global risk rises. They also explore whether the U.S. and Europe are still true allies, why Wall Street's move toward 24/7 onchain markets matters more than most realize, and how internet capital markets could reshape who gets access to capital in the next decade. Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guests: David Duong, Global Head of Research at Coinbase Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's episode digs into the deepening market structure fallout in Washington, tracing how Coinbase's withdrawal from the bill triggered White House anger, exposed fractures across the crypto lobby, and reignited bipartisan resistance in the Senate, particularly around DeFi liability and stablecoin yield. The episode explores why stablecoin yield has become the central fault line between banks and crypto, with banks warning of deposit flight while critics argue the real issue is banks protecting profits at the expense of consumers, leaving the bill stuck between irreconcilable interests. The result is a pessimistic moment for crypto legislation, where momentum still exists but the path forward increasingly looks like it will require one side to cave—or the effort to collapse entirely. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
In this Money Talks: Joe Salama, Chief Compliance Officer at Coinbase and anti-money laundering expert, joins Felix Salmon to give us a rundown on the current state of money laundering around the world. They'll get into the ongoing battle between criminals and AML to stay one step ahead of the other, why money laundry is thriving in China right now, and how the rise of cryptocurrency factors into the whole thing. Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.
Andrew Parish is the co-founder of Arch Public. In this conversation, we discuss tokenization, the New York Stock Exchange's latest announcement, and the growing role of algorithmic trading in crypto markets. We also break down bitcoin's recent price action, regulation and the Clarity Act in Washington, and how new AI tools are changing the way companies like Arch Public are built.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================TIMESTAMPS:0:00 – Intro2:01 – NYSE tokenization announcement & impact of 24/7 markets4:56 – Coinbase & Robinhood vs Wall Street9:30 – Algorithmic trading: stocks vs crypto16:22 – AI agents vs trading algorithms19:52 – Speed, infrastructure & high-frequency trading23:01 – Crypto regulation & the Clarity Act26:19 – U.S. politics, regulation, and bitcoin30:59 – Sovereignty, taxes & asset seizure concerns34:06 – Building Arch Public with new AI dev tools
Group Chat News is back with the hottest stories of the week including Jefferies analysts say weight loss pills will lower airline fuel bills and lift earnings,ChatGPT is experimenting with advertising in their free subscription, Rick Caruso will not be on the ballot,China's population falls again as births drop to lowest rate since 1949 revolution, BlackRock chief Larry Fink warns Davos: Capitalism must evolve, Bermuda is building the world's first fully onchain national economy, with support from Coinbase and Circle.
In this Money Talks: Joe Salama, Chief Compliance Officer at Coinbase and anti-money laundering expert, joins Felix Salmon to give us a rundown on the current state of money laundering around the world. They'll get into the ongoing battle between criminals and AML to stay one step ahead of the other, why money laundry is thriving in China right now, and how the rise of cryptocurrency factors into the whole thing. Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.
In this Money Talks: Joe Salama, Chief Compliance Officer at Coinbase and anti-money laundering expert, joins Felix Salmon to give us a rundown on the current state of money laundering around the world. They'll get into the ongoing battle between criminals and AML to stay one step ahead of the other, why money laundry is thriving in China right now, and how the rise of cryptocurrency factors into the whole thing. Join Slate Plus to unlock weekly bonus episodes. Plus, you'll access ad-free listening across all your favorite Slate podcasts. You can subscribe directly from the Slate Money show page on Apple Podcasts and Spotify. Or, visit slate.com/moneyplus to get access wherever you listen. Podcast production by Jessamine Molli and Cheyna Roth. Hosted on Acast. See acast.com/privacy for more information.
Crypto News: NYSE develops 24/7 blockchain trading platform for tokenized stocks, ETFs. The government of Bermuda is planning to create a “fully onchain” national economy using digital asset infrastructure provided through partnerships with cryptocurrency exchange Coinbase and stablecoin issuer Circle.Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/
Crypto in 2026 is consolidating into a handful of high-stakes rivalries: Ethereum vs. Solana for the center of gravity, Coinbase vs. Robinhood for the finance super-app, and Polymarket vs. Kalshi for prediction markets. Arnav Pagidyala (Bankless Ventures) joins David and Ryan to map the investment implications, why incentives-driven L1s keep leaking liquidity, what makes Morpho's institutional playbook work, and whether Hyperliquid, wallets, and onchain rails start eating the exchange business. We also dig into the comeback of ICOs, what it would take for tokens to become truly investable, and why proof-of-personhood and privacy-preserving KYC may become unavoidable infrastructure. ------
Show DescriptionWhy are AI tools so bad at CSS layout, Robin Rendle inspired monospaced fonts, CodePen's slideVars library, why are Safari dev tools so hard to use, button follow up, and what player component does ShopTalk use for it's website? Listen on WebsiteWatch on YouTubeLinks Clair Obscur | Expedition 33 Apple One Where's the AI design renaissance? Outlyne Bolt Lando Norris Robin Rendle Dave Rupert Casey Newton slideVars - Automatic Sliders for CSS Custom Properties Media Chrome Docs SponsorsAxe-conAxe-con - the world's largest digital accessibility conference is from the makers of Axe-core and Axe DevTools Browser Extension. Taking place online on February 24-25. Registration is free and also gets you access to the on-demand recordings. Axe-con has a specific Development Track for dev content - some top speakers are Ire Aderinokun (front-end developer and Google developer expert), Jesse Beach (Software Engineering Manager at Meta), and other prominent folks from orgs like Coinbase, Zendesk, Red Hat, Atlassian, and more.
In this week's episode of the Coin Stories News Block powered exclusively by Ledn, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Trump tariff announcement on 8 EU nations over Greenland sale spark market turmoil: gold hits new ATH while Bitcoin wobbles CLARITY Act stalls: Coinbase pulls support as banks lobby to kneecap stablecoin competition Bessent demands thorough Fed overhaul Trump-Dimon feud escalates with lawsuit threat ---- The News Block is powered exclusively by Ledn – the global leader in Bitcoin-backed loans, issuing over $9 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. My followers get .25% off their first loan. Learn more at www.ledn.io/natalie ---- Order my new intro to Bitcoin book "Bitcoin is For Everyone": https://amzn.to/3WzFzfU ---- Read every story in the News Block with visuals and charts! Join our mailing list and subscribe to our free Bitcoin newsletter: https://thenewsblock.substack.com —- References mentioned in the episode: Truth Social Post on New European Tariffs BofA CEO on Potential Loss of Bank Deposits Coinbase Pulls Support for CLARITY Act Bill Senate Committee Markup Gets Postponed Bank Lobbying on Market Structure Bill Intensifies Brian Armstrong's Tweet on the CLARITY Act Paul Grewal's Tweet on the CLARITY Act Coin Center's Views on the CLARITY Act Senator Scott Postpones CLARITY Act Markup Thread on the Main Topics of CLARITY Act Debate Peter Van Valkenburgh's Tweet on the CLARITY Act Peter Van Valkenburgh's Response to Criticism Miles Suter's Tweet on the CLARITY Act Polymarket Odds on Who Will Be Next Fed Chair Brian Armstrong Pushes Back on Reporting Joint Statement from Former Fed Chairs Trump's Post on Plans to Sue JPMorgan Chase Dartmouth College Discloses IBIT Allocation Steak n' Shake Buys $10 Million Worth of BTC Steak n' Shake Tweet on BTC Purchase Dartmouth College Article from December ---- Upcoming Events: Strategy World 2026 in Las Vegas on February 23-26th - Use code HODL for discounted tickets: https://www.strategysoftware.com/world26 Bitcoin 2026 will be here before you know it. Get 10% off Early Bird passes using the code HODL: https://tickets.b.tc/event/bitcoin-2026?promoCodeTask=apply&promoCodeInput= ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing
Summer Mersinger, CEO of the Blockchain Association, joined me to discuss the latest status of the crypto market structure bill in the Senate.Topics: - Crypto market structure bill markup delayed and what happens next - Banks fighting stablecoin yield rewards - The Blockchain Regulatory Certainty Act - New DeFi bill from Senator Cynthia Lummis and Democrat Ron Wynden - New CFTC chairman Mike Selig - Anti-CBDC Bill status Brought to you by
Voices of Search // A Search Engine Optimization (SEO) & Content Marketing Podcast
Enterprise SEO teams track AI visibility without measuring business impact. Eli Schwartz, growth advisor who's driven millions in organic revenue for Tinder, Coinbase, and LinkedIn, reveals why current visibility tracking resembles "impression tracking without attribution." He outlines first-click attribution frameworks that demonstrate SEO's true $200M revenue contribution, competitive share-of-voice analysis that prioritizes market positioning over granular prompt tracking, and sustainable citation strategies that focus on quantity over manipulated mentions.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Crypto News: Coinbase CEO denies White House clash, says negotiations are ongoing. Bitcoin is set to move higher and could see over $100K this coming week. 'Obscure' laws stall Bitcoin reserve: White House Crypto Council director.Brought to you by
With the American republic hanging in the balance, Ralph calls on Democrats to pressure Republicans in the House and Senate to impeach Trump before the midterms or suffer the consequences. Then, we welcome Dino Grandoni, co-author of a Washington Post report on the surprising ways various species of animals and plants help advance our own health and longevity.Dino Grandoni is a reporter who covers life sciences for the Washington Post. He was part of a reporting team that was a finalist for the 2025 Pulitzer Prize in National Reporting for coverage of Hurricane Helene. He previously covered the Environmental Protection Agency and wrote a daily tipsheet on energy and environmental policy. He is co-author (with Hailey Haymond and Katty Huertas) of the feature “50 Species That Save Us.”The Democrats—while there are people like constitutional law expert Jamie Raskin (who has said a shadow hearing to publicly educate the American people on impeachment “is a good idea”) he's been muzzled by Hakeem Jeffries and Charlie Schumer, who basically don't want the Democrats to use the word impeachment. So who's using the word impeachment the most? Donald Trump—not only wants to impeach judges who decide against him, but he's talking about the Democrats impeaching him, and he uses the word all the time. So we have an upside-down situation here where the opposition party is not in the opposition on the most critical factor, which is that we have the most impeachable President in American history, getting worse by the day.Ralph NaderIf the founding fathers came back to life today, would any of them oppose the impeachment, conviction, and removal of office of Donald J. Trump, who talks about being a monarch? That's what they fought King George over. Of course, they would all support it.Ralph NaderWhat we have in these cards and in our stories at the Washington Post here are examples of the ways we know, the ways that scientists have uncovered how plants and animals help us. But we don't know what we don't know. There are likely numerous other ways that plants and animals are protecting human well-being that we don't know and we may very well never know if some of these species go extinct.Dino GrandoniI'm always eager to find these connections between human well-being and the well-being of nature and try to describe them in ways that are compelling to readers that get them to care about protecting nature. And also finding those instances (because I want to be objective here) of when human well-being and the well-being of nature might be in conflict, and that might involve some tough decisions that we as a society or policymakers have to make.Dino GrandoniNews 1/16/25* Our top two stories this week concern corporate wrongdoing. First, Business Insider reports that the New York City Department of Consumer and Worker Protection has released a new report which estimates Uber Eats and DoorDash, by altering their tipping processes in the city – moving tipping prompts to less prominent locations after checkout so upfront delivery costs would appear lower – have deprived gig delivery workers of $550 million since December 2023. As this piece notes, that was the month that New York City's minimum pay law for delivery workers took effect. As a result, “The average tip for delivery workers on the apps dropped 75%...from $3.66 to $0.93, one week after the apps made the changes…The figure has since declined to $0.76 per delivery.” This report presages a new city law that “requires the apps to offer customers the option to tip before or during checkout. Both Uber and DoorDash have sued the City over the law, which is set to take effect on January 26.” Whether the administration will stick to their guns on this issue, in the face of corporate pressure, will be a major early test for Mayor Zohran Mamdani.* Meanwhile, the Wall Street Journal reports UnitedHealth Group “deployed aggressive tactics to collect payment-boosting diagnoses for its Medicare Advantage members.” As the Journal explains, “In Medicare Advantage, the federal government pays insurers a lump sum to oversee medical benefits for seniors and disabled people. The government pays extra for patients with certain costly medical conditions, a process called risk adjustment.” A new report from the Senate Judiciary Committee found that UnitedHealth had “turned risk adjustment into a business,” thereby exploiting Medicare Advantage and systematically and fraudulently overbilling the federal government. Due to its structure, advocates like Ralph Nader have long warned that Medicare Advantage is ripe for waste fraud and abuse, in addition to being an inferior program for seniors compared to traditional Medicare. This report supports the accuracy of these warnings. Yet, Dr. Mehmet Oz Trump's appointee to head the Centers for Medicare & Medicaid Services, is a longtime proselytizer for Medicare Advantage and this setback is unlikely to make him reverse course, no matter the cost to patients or taxpayers.* Yet, even as these instances of corporate criminal lawlessness pile up, the Trump administration is all but abolishing the police on the corporate crime beat. In a new report, Rick Claypool, corporate crime research director at Public Citizen, documents how the administration has “canceled or halted a total of 159 enforcement actions against 166 corporations.” This amounts to corporations avoiding payments totaling $3.1 billion in penalties for misconduct. This report further documents how these corporations have ingratiated themselves with Trump, via donations to his inauguration or ballroom project, or more typical revolving door or lobbying arrangements. As Claypool himself puts it, “The ‘law enforcement' claims the White House uses as a pretext for authoritarian anti-immigrant crackdowns, city occupations, and imperial resource seizures abroad lose all credibility when cast against the lawlessness Trump allows for the pursuit of corporate profits.”* In another instance of a Trump administration giveaway to corporations, the New York Times reports the Environmental Protection Agency will “Stop Considering Lives Saved When Setting Rules on Air Pollution.” Under the new regulatory regime, the EPA will “estimate only the costs to businesses of complying with the rules.” The Times explains that different administrations have balanced these competing interests differently, always faced with the morbid dilemma of how much, in a dollar amount, to value human life; but “until now, no administration has counted it as zero.”* Moving to Congress, the big news from the Legislative Branch this week has to do with Bill and Hillary Clinton. NPR reports Congressman James Comer, Chair of the House Oversight Committee, issued subpoenas to the former president and former Secretary of State to testify in a committee hearing related to convicted sex offender Jeffrey Epstein. In a letter published earlier this week, the Clintons formally rejected the subpoenas, calling them “legally invalid.” The Clintons' refusal to appear tees up an opportunity for Congress to exercise its contempt power and force the couple to testify. Democrats on the Oversight Committee, who agreed to issue the subpoenas as part of a larger list, have noted that “most of the other people have not been forced to testify,” indicating that this is a political stunt rather than an earnest effort. That said, there is little doubt that, at least, former President Clinton knows more about the Epstein affair than he has stated publicly thus far and there is a good chance Congress will vote through a contempt resolution and force him to testify.* In the Senate, Elizabeth Warren, Chris Murphy and other liberal Senators are “urging their Democratic colleagues to pivot to economic populism by ‘confronting' corporate power and billionaires, warning that just talking about affordability alone won't move swing voters who backed President Trump in 2024,” per the Hill. Senators Adam Schiff of California and Tina Smith of Minnesota also signed this memo. The Senators cited a recent poll that found Americans “increasingly cannot afford basic goods such as medical care and groceries,” but they also warned that “Bland policy proposals — without a narrative explaining who is getting screwed and who is doing the screwing – will not work.” Hopefully this forceful urging by fellow Senators will move the needle within the Democratic caucus in the upper house. Nothing else seems to have driven the point home.* One candidate who seems to understand this message is Graham Platner of Maine. Platner, who is endorsed by Bernie Sanders, has a controversial past that includes a career in the Marines and a stint working for the private military contractor Blackwater. However, he is running as a staunch economic populist and New Deal style progressive Democrat – and the message appears to be working. According to Zeteo, a poll conducted in mid-December found Platner up by 15 points in the primary over his opponent, current Governor Janet Mills. More concerning is the fact that this same poll shows both Platner and Mills in a dead heat with incumbent Republican Senator Susan Collins, indicating this could be a brutal, protracted and expensive campaign.* On the other end of the spectrum, Axios reported this week that former Congressman Sean Patrick Maloney, who once led the Democratic Congressional Campaign Committee and then served as President Biden's ambassador to the Organization for Economic Co-operation and Development, has accepted a role as CEO and president of the Coalition for Prediction Markets. The coalition is essentially a trade association for betting websites; members include Kalshi, Crypto.com Robinhood and Coinbase, among others. The coalition will leverage Maloney's influence with Democrats, along with former Republican Congressman Patrick McHenry's influence across the aisle, to lobby for favorable regulation for their industry.* Turning to foreign affairs, prosecutors in South Korea have announced that they are seeking the death penalty for former President Yoon Suk-Yeol on “charges of masterminding an insurrection over his brief imposition of martial law in December 2024,” per Reuters. In a stunning courtroom revelation, a prosecutor said during closing arguments that “investigators confirmed the existence of a scheme allegedly directed by Yoon and his former defence minister, Kim Yong-hyun, dating back to October 2023 designed to keep Yoon in power.” The prosecutor added that “The defendant has not sincerely regretted the crime... or apologised properly to the people.” As this piece notes, South Korea has not carried out a death sentence in nearly three decades. Even still, it is remarkable to see how this case has unfolded compared to the reaction of the American judicial system to Donald Trump's attempted self-coup on January 6th, 2021.* Finally, turning to Latin America, many expected the fall of Nicolás Maduro to mean a redoubled energy crisis for the long-embargoed island nation of Cuba. Yet, the Financial Times reports that in fact, “Mexico overtook Venezuela to become Cuba's top oil supplier in 2025…helping the island weather a sharp drop in Venezuelan crude shipments.” CBS adds that “Despite President Trump's social media pronouncement…that ‘there will be no more oil or money going to Cuba — zero,' the current U.S. policy is to allow Mexico to continue to provide oil to the island, according to Energy Secretary Chris Wright.” For the time being, the administration seems open to maintaining this status quo – including maintaining cordial relations with Mexican President Claudia Sheinbaum – though this appears more strained than ever. Sheinbaum harshly criticized the kidnapping of Maduro, stating “unilateral action and invasion cannot be the basis for international relations in the 21st century,” while Republican Congressman Carlos Gimenez has threatened that there could be “serious consequences for trade between our countries” if Sheinbaum “continues to undermine US policy by sending oil to the murderous dictatorship in Cuba.”This has been Francesco DeSantis, with In Case You Haven't Heard. Get full access to Ralph Nader Radio Hour at www.ralphnaderradiohour.com/subscribe
Washington takes center stage this week as crypto collides with power, policy, and markets. Ryan and David break down the CLARITY Act fight in the Senate, why banks want to kill stablecoin yield, and why Coinbase says the bill may be worse than no bill at all. They also unpack Trump's DOJ targeting Jerome Powell and what it means for Fed independence, silver's explosive move as markets search for safety, X's push toward becoming a crypto super app, and the NYC mayor's meme coin disaster. Plus: Tom Lee's surprising MrBeast investment and what it signals about capital, culture, and crypto's next phase. ---
Matt and Nic are back after a week off. In this episode: The Clarity market structure bill markup is delayed for now Coinbase backs out of supporting Clarity The bank lobby is trying to torpedo Clarity Kontigo is accused of ignoring sanctions X changes its API to block InfoFi California's wealth tax has backfired already BitMine invests $200m into Mr Beast's company Why tokenized deposits aren't as interesting as stablecoins Content mentioned in this episode: Jason Mikula, Kontigo: Y Combinator's Venezuelan Sanctions Evasion Startup
Sinister Saturdays are back with a breakdown of recent events, including why the Clarity Act ran into a major roadblock after Coinbase pulled its support, the US decision to impose a 25 percent tariff on advanced AI chips headed to China, and Taiwan's material commitment to expand semiconductor manufacturing in the United States. We also cover OpenAI's multibillion-dollar compute partnership with Cerebras and close with the Chart of the Week as Gartner forecasts global AI spending to surge to $2.5 trillion in 2026. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creekdigital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.
Coinbase CEO Brian Armstrong said late Tuesday that the company can no longer support the US Senate's version of the crypto market structure bill after lawmakers introduced sweeping changes to the CLARITY Act. Meanwhile, banks are still trying to remove stablecoin yields for U.S. users.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Paul Grewal - Chief Legal Officer at CoinbaseStand With Crypto - Call Your Congressman! ➜ https://bit.ly/CallYourCryptoRep00:00 Intro00:10 Sponsor: Tangem00:45 Recap02:40 What are all the issues with CLARITY bill?04:40 Where did it go wrong?06:45 What if they had released a draft only 24hrs instead?08:00 If interest rates go down10:10 Why haven't other crypto firms supported Coinbase?11:30 TradFi vs CeFi13:40 “Better Markets” statement15:00 Are banks using community banks as a shield?16:50 Best argument in favor of banning yields?18:10 Who is this 12%?18:50 Jamie Dimon hints at wanting to be the next Treasury Secretary19:50 Too much power21:30 Thoughts on Jamie Dimon?22:30 Why isn't Coinbase framing this as a “Bank Bailout”?24:20 Russia might beat U.S26:00 Did Coinbase give up the fight against KYC27:30 StandWithCrypto; what's the hold up?28:40 Reframing the narrative30:00 Next draft bill expectations31:00 Outro#Crypto #Bitcoin #ethereum~Banks vs. Yields!
Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
In this episode of the Milk Road Show, Coinbase's Head of Institutional Research David Duong breaks down the hidden "backdoor stimulus" that could inject $140 billion into the market, and why the stalling of the Clarity Act might not matter as much as investors fear.~~~~~
Coinbase withdraws support Senate's crypto market structure bill BOA CEO says $6T could shift to stablecoins. BitMine invests in MrBeast's Beast Industries London stock exchanges announces 24/7 blockchain based platform ###Gemini Card Disclosure: The Gemini Credit Card is issued by WebBank. In order to qualify for the $200 crypto intro onus, you must spend $3,000 in your first 90 days. Terms Apply. Some exclusions apply to instant rewards in which rewards are deposited when the transaction posts. This content is not investment advice and trading crypto involves risk. For more details on rates, fees, and other cost information, see Rates & Fees. The Gemini Credit Card may not be used to make gambling-related purchases. ### For 40% off your order, head to Udacity.com/DCR and use code DCR. Learn more about your ad choices. Visit megaphone.fm/adchoices
Crypto News: The Senate crypto market structure markup that was schedule for tomorrow has been cancelled as crypto industry companies such as Coinbase back out from supporting the currency bill draft. Visa taps BVNK to power stablecoin payouts on Visa Direct.Brought to you by
The latest episode of Crypto Town Hall dives into the dramatic postponement of the Senate Banking Committee's markup on the Clarity Act following Coinbase CEO Brian Armstrong's public withdrawal of support. Panelists, including Scott Melker and guests like Carlo and Tom, unpack key controversies: recent amendments imposing a de facto ban on tokenized equities, restrictions on DeFi and privacy, erosion of CFTC authority, and a banking lobby push to block stablecoin yield/rewards to protect deposits. While some view Coinbase's influence as a bullish sign of crypto's growing DC power, others see it as evidence of entrenched banking interests stalling innovation. The group debates the bill's near-term viability (likely dead or heavily scaled back before midterms), its broader implications for tokenization and competition with traditional finance, and why Bitcoin's recent rally appears resilient despite the regulatory setback.
In this episode of Run the Numbers, CJ sits down with Bruno Annicq, CFO of Wellhub (formerly Gympass), to unpack a practical finance playbook built around cash discipline, sustainable growth, and simplicity. Bruno explains how he rebuilt forecasting using an AI-driven, probabilistic ensemble model, moving teams beyond single-scenario planning. They also dig into his EMPOWER planning framework, usable OKRs, and why tighter alignment between finance, HR, and wellbeing is becoming a durable lever for long-term performance.—SPONSORS:RightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.com—LINKS:Bruno on LinkedIn: https://www.linkedin.com/in/bannicq/Wellhub: https://wellhub.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Run Toward a Tough Market” — Developing the Hard and Soft Skills To Be a Great Finance Leaderhttps://youtu.be/iNHbkcG7YEo—TIMESTAMPS:00:00:00 Preview and Intro00:02:19 Sponsors — RightRev, Rillet, Tabs00:06:43 Accidental CFO Origin Story00:07:34 Consulting to Operations Pivot00:08:12 Why Finance Clicked for Bruno00:09:28 McKinsey Prioritization in Real World00:10:02 Eisenhower Matrix and Prioritization00:11:08 Investing in Non-Urgent Work00:13:30 Lessons From AOL Reinvention00:16:10 Sponsors — Abacum, Brex, Metronome00:20:01 Career Growth Through Hard Problems00:20:52 Broadening Skills Through Change00:23:12 Five Core Finance Principles00:24:02 Cash Is King00:25:14 Driving Sustainable Growth00:26:01 No Surprises and Forecasting00:26:07 Finance as Business Enabler00:27:22 Less Is More Philosophy00:28:47 Hardest Principle: Less Is More00:29:46 Deterministic vs Probabilistic Forecasting00:31:11 Marketplace Volatility and Forecast Error00:32:10 Ensemble Models Explained00:33:37 Forecast Accuracy Gains00:34:53 Building Models In-House00:36:46 Why Explainability Matters00:37:48 Empower Framework Introduction00:47:47 Urgency, Compounding, Long-Term Thinking00:48:10 Advice to Younger Self00:50:06 Finance Stack and Expense Stories00:52:51 Credits#RunTheNumbersPodcast #CFO #FinanceLeadership #Forecasting #AIinFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
The Senate Banking Committee on Thursday delayed its scheduled markup hearing for the Clarity Act, after Brian Armstrong, CEO of the crypto exchange Coinbase, voiced opposition. Meanwhile, Bank stocks crashed slightly after a bullish earnings week.~This episode is sponsored by Uphold~Uphold Get $20 in Bitcoin - Signup & Verify and trade at least $100 of any crypto within your first 30 days ➜ https://bit.ly/pbnuphold00:00 intro00:03 Sponsor: Uphold00:27 Brian Armstrong Stops CLARITY Act00:57 DeFi Fights Back01:20 Elizabeth Warren Amendments01:30 CNBC Blames Coinbase01:59 Banks Need Help?02:50 Bank Stocks Crash03:19 Smart Money Exits Banks03:37 Bank of America Earnings Call04:55 Banks terrified05:15 Senator struggles to defend Banks06:00 Competition?06:27 Aaron Sorkin says Coinbase is too powerful06:42 Lobby vs People Power07:41 Ripple, Robinhood, Kraken didn't read?08:50 Coinbase explains bill problems09:33 Freedom of Speech10:02 Cynthia Lummis disappointed?10:21 Bitwise Flip-Flops10:50 Who Are These Idiots?11:20 StandWithCrypto Campaign worked12:15 Call Your Congressman!!12:52 What Happens Next?13:44 Polymarket Odds Crash14:25 outro#Crypto #XRP #Bitcoin~Coinbase Crashes BANKS!!
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Coinbase (COIN) withdrew support for the CLARITY Act, adding uncertainty to the crypto space. Rick Ducat notes Thursday's news is just the latest to ignite volatility in the stock's long history of it. He highlights key levels to watch for Coinbase on the bearish and bullish sides. Rick later turns to the options front to explain the price activity traders are bracing for. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss Fed independence and the ongoing investigation impacting markets, Jeff's outlook on Bitcoin and public equities, and what the potential BitGo IPO could mean for the crypto space. We also touch on regulatory clarity, the GENIUS Act, and where U.S. legislation around digital assets may be headed.=========================Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world's largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what's happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.=========================Sign up for the Gemini Credit Card: https://gemini.com/pomp #GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement Checking if you're eligible will not impact your credit score. If you're eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.=========================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.=========================0:00 – Intro1:48 – Fed independence & Powell investigation12:01 – Why this matters even if Powell is leaving soon14:37 – Executive power vs the Fed: speed, control, & global policy shifts23:37 – President Trump & early data releases34:20 – Bitcoin's role amid policy chaos & shifting narratives38:39 – BitGo IPO & institutional crypto adoption
Crypto News: Bitcoin crosses $95,000 again and the total altcoin market looks primed to pump higher. Major updates on the crypto market structure bill. Polygon strikes $250M deal for Coinme and Sequence in stablecoin payments pushBrought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/
The U.S. Senate's new digital asset market structure legislation is pleasing some stakeholders, annoying others, and confusing everyone else.~This episode is sponsored by BTCC~BTCC 10% Deposit Bonus! ➜ https://bit.ly/PBNBTCCGuest: Matt Hougan, CIO at Bitwise Asset ManagementBitwise Crypto Funds ➜ https://bit.ly/BitwiseCrypto00:00 Intro00:10 Sponsor: BTCC01:00 Rep. Hill: good week for crypto01:50 Is CLARITY baked into crypto prices?03:00 Fear & Greed05:00 Anti-Consumer06:50 JP Morgan Earnings Call08:30 Coinbase pretending to care about rewards?09:20 Should the bill be delayed?10:50 Cynthia Lummis favoring Bitcoin over crypto?13:00 Are Senators using Polymarket?14:00 Are they doing a bad job of trying to sell it to the public?15:10 Should David Sacks step down?16:30 Poison pill for CLARITY?18:15 Should investors hold off on buying altcoins?20:50 Could Ethereum emerge as the winner?22:20 Will Tom Lee push for mergers?23:30 Outro#Crypto #Bitcoin #ethereum~Crypto CLARITY Rally or Crash?
With 137 proposed new amendments coming, the crypto CLARITY bill could tilt the competitive playing field in favor of traditional banks by restricting passive stablecoin yields.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 intro00:08 Sponsor: Tangem00:27 Markup Vote Tomorrow00:56 Negotiating With Banks??01:30 Bank Revenue02:15 JP Morgan Earnings Call03:42 Banks gaslighting everyone on Yield ban04:35 Bank lobby lying05:52 Myth or Fact?06:27 Who benefits?06:59 Coinbase says "Stand Down"?07:47 Coinbase pretending to fight?08:58 Cynthia Lummis only cares about Bitcoin?09:30 Austin Campbell: Don't give up yield fight11:00 Tomorrow = 137 More Amendments!?11:51 Visa Lobby enters the fight13:19 Too complicated to pass13:59 Polymarket split14:41 Fight For Yields!!!!14:57 outro#Crypto #Bitcoin #ethereum~CLARITY Bill Yield Showdown!
U.S. senators advanced a compromise bill that would ban passive stablecoin yields while allowing rewards tied to onchain activity, setting the tone for future regulation.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 intro00:04 Sponsor: Tangem00:32 CLARITY Vote on Thursday01:00 Big Week For Crypto01:28 Lummis Sides With Banks?02:13 Stablecoin Yields Banned03:29 Patrick Wit Compromises With Banks04:04 Is it worth it?04:49 Red Line is Trump scams???05:03 Prioritizing Politicians over Voters05:19 Stock Insider Trading05:39 Eric Adams scams everyone06:32 Protecting scams and not rewards?07:00 Paul Grewal: Hold The Line!07:36 Worth delaying?08:09 More Concessions Coming Too!?08:43 Terrible negotiation tactics?09:20 Charles Hoskinson: Shit Laws vs Principles First10:39 Banks Win Earnings Week12:02 Banks not worried at all12:46 There's more good in the bill than bad14:38 Vlad Tenev: Crypto has fans, Banks don't15:59 Retail vs Institutional 17:03 There's Still Time To FIGHT!17:41 outro#Crypto #Bitcoin #XRP~Banks WIN!
⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal's AI avatar, Palvatar. ⬜ In today's update, Palvatar covers a turbulent start to the week as Federal Reserve Chair Jerome Powell faces a DOJ investigation, shaking U.S. markets and sending gold to record highs. Investor confidence in Europe shows modest improvement, while Bitcoin remains range-bound despite macro drama. Privacy coins surge, Coinbase ramps up lobbying efforts, and key inflation and China trade data loom, keeping markets on edge.
In this Crypto Town Hall episode, the panel dives into Bitcoin's stall near $90K–$92K amid Strategy's record $1.25B BTC buy (13,627 coins), fueling talk of institutional accumulation, debt bets, and time-based capitulation. They cover Dubai's privacy-coin ban, stablecoin yield fights in the CLARITY Act, and Coinbase's lobbying pushback. The conversation turns macro with the Trump-Fed feud, DOJ subpoenas targeting Powell over Fed HQ spending, and shifting speculative flows into silver.
In this episode of Run the Numbers, CJ sits down with Jason Kong, General Partner at Base10 Ventures, to unpack the firm's focus on “automation for the real economy” — software built for industries most tech investors overlook, but the world depends on. Jason breaks down what makes Series B investing uniquely hard, how he evaluates back-office and vertical SaaS opportunities, and where markets tip from niche to overcrowded. They also discuss Base10's decision to donate 50% of profits to fund scholarships, plus a lightning round spanning fantasy football, shorting SaaS in 2022, and a venture take that might spark debate.—SPONSORS:Metronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metrics—LINKS:Jason on LinkedIn: https://www.linkedin.com/in/jasonykong/Base10 Partners: https://base10.vc/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Scaling to $1B+ Revenue: From ServiceNow to Samsara | Dominic Phillipshttps://youtu.be/vBY6WZBMljw—TIMESTAMPS:00:00:00 Preview and Intro00:02:20 Sponsors — Metronome, RightRev, Rillet00:06:02 Base10 Background00:06:41 Automation for the Real Economy00:09:27 Vertical vs. Horizontal Software00:10:38 Cash Flow and Durability00:11:19 Product-Market Fit and ROI00:12:56 Growth Limits Selling to Tech00:13:19 The Size of the Real Economy00:14:16 Sponsors — Tabs, Abacum, Brex00:18:50 Base10's Giving Model00:20:30 Access, Education, and Tech00:21:53 Purpose and Founder Alignment00:22:51 Radical Transparency00:23:56 Portfolio Focus and Strategy00:24:05 Investing Ahead of Consensus00:26:29 ERP Adjacency as Alpha00:28:58 Lessons From Hedge Funds00:32:29 Public Markets Reality00:34:05 Public vs. Private Investing00:34:48 The Series B Sweet Spot00:36:49 A Bifurcated Series B Market00:38:56 Fast Series Bs and 2021 Vibes00:42:16 What Series B Looks Like Now00:44:36 Back Office Automation00:46:02 ERP-Centric Workflows00:48:33 Long-Ass Lightning Round00:49:36 Shorting SaaS in 202200:50:16 Fantasy Football and Investing00:52:57 Career Advice That Surprises00:55:03 A Contrarian Venture Take00:56:22 Credits#RunTheNumbersPodcast #SeriesB #RealEconomy #VerticalSaaS #BackOfficeAutomation This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
The Information's Editor-in-Chief Jessica Lessin joins TITV for breaking news—Meta's high-profile hiring of Dina Powell McCormick and Apple's Siri-Gemini partnership. Next, The Information's Cory Weinberg and Michael Roddan talk with TITV Host Akash Pasricha about Motive's reliance on 400 human annotators in Pakistan to verify AI dashcam alerts. We also talk with Senior Editor Meredith Mazzilli about Google's new AI shopping tools, Crypto Reporter Yueqi Yang about Robinhood's massive stock lead over Coinbase, and Accelsius CEO Josh Claman about the $65M race to cool AI data centers. Articles discussed on this episode: https://www.theinformation.com/briefings/meta-appoints-dina-powell-mccormick-president-vice-chairhttps://www.theinformation.com/articles/google-matches-openai-shoppinghttps://www.theinformation.com/briefings/apple-partners-google-upcoming-siri-overhaulhttps://www.theinformation.com/articles/robinhood-wins-round-battle-coinbasehttps://www.theinformation.com/articles/dashcam-maker-motive-touts-ai-relies-humansTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda
Coinbase CLO Paul Grewal discusses the high-stakes legislative battle over stablecoin yields and the company's strategic shift toward prediction markets as the 2026 Market Structure bill faces a final push in Congress. Coinbase Chief Legal Officer Paul Grewal joins Jennifer Sanasie and Renato Mariotti to discuss the banking industry's latest attempt to strip economic benefits from crypto users. As the 2026 Market Structure bill hits the "last push" in Congress, Grewal reveals the high-stakes battle over stablecoin yield and why Coinbase is doubling down on prediction markets. - This episode was hosted by Jennifer Sanasie and Renato Mariotti.
This episode was sponsored by Collective Shift LightSpeed VT: https://www.lightspeedvt.com/ Dropping Bombs Podcast: https://www.droppingbombs.com/ In this unfiltered Dropping Bombs episode, high school dropout turned crypto millionaire CEO Ben Simpson shares his wild ride from $120K loss to $1M/month revenue empire. As founder of Collective Shift—partnered with Coinbase and Swyftx—he built a research-first platform that never takes paid promotions. Ben breaks down spotting real opportunities and his 7-step starter guide, plus why Bitcoin will hit $1 million in the next decade. Learn token economics, smart exit strategies, and lending hacks wealthy investors use to cash flow without selling. With a global TEDx talk and mission to democratize crypto for busy pros—whether you're new or refining your strategy—this is your blueprint to stop getting wrecked and start building real generational wealth. Press play to level up.
In this episode of Tank Talks, host Matt Cohen is joined by Avinash Chidambaram, the CEO of Cybrid, to dive into the evolving role of stablecoins in global trade. Avinash, a pioneer in the world of FinTech, shares his journey from working with Blackberry and Interac to leading Cybrid's mission to bridge stablecoins with traditional banking infrastructure. He discusses the growing importance of stablecoins as a fast, secure, and efficient method of cross-border payments, especially in an era marked by geopolitical tensions. Recurring guest John Ruffolo also joins the conversation to provide his expert perspective on the implications of stablecoin adoption and how it's reshaping the financial ecosystem globally.With insights into the regulatory shifts happening globally and the potential of blockchain to solve longstanding issues in the financial sector, this episode offers a deep dive into the future of money and its role in cross-border transactions. Whether you're a fintech enthusiast or a business leader looking to stay ahead of the curve, this conversation is packed with valuable insights.The Evolution of Payments & Stablecoin Adoption (04:55)From his experience at Blackberry and Interac, Avinash discusses the historical challenges of digital payments and how stablecoins are solving the efficiency problem.How Stablecoins Differ from Traditional Banking (06:08)Avinash compares traditional payment systems like Zelle and Interac with stablecoins, highlighting the advantages of decentralization and real-time settlement without intermediaries.The Role of Canadian Banks in the Stablecoin Revolution (10:23)Avinash discusses the role of Canadian banks in adopting stablecoin infrastructure, focusing on how they can enhance cross-border payments and gain a competitive edge.Tokenized Deposits vs. Stablecoins: What's the Difference? (13:36)John and Avinash explore the distinction between tokenized deposits and stablecoins, examining how both concepts will evolve in the Canadian market and globally.Stablecoin Interoperability & Global Trade (18:17)Avinash elaborates on the need for interoperable stablecoins, ensuring businesses can transact globally without the constraints of traditional payment systems.The Future of Stablecoin Integration with Traditional Financial Systems (22:44)How Cybrid's infrastructure is designed to bridge the gap between stablecoins and fiat currencies, enabling businesses to transact across multiple stablecoins and blockchains seamlessly.Banks vs. Crypto Platforms: Who Will Win the Stablecoin Battle? (25:59)Matt, Avinash, and John discuss the competition between traditional banks and crypto platforms like Coinbase, debating which will dominate the future of global payments.The Geopolitical and Economic Implications of Stablecoins (35:40)John discusses how stablecoin adoption is becoming a geopolitical issue, with countries like China and the U.S. influencing global trade through their stablecoin policies.The Shift in Financial Infrastructure & What's Next for Stablecoins (39:50)Avinash predicts the future of stablecoins in financial systems, highlighting how regulations and technological advancements will shape the industry's evolution.About Avinash ChidambaramAvinash Chidambaram is the co-founder and CEO of Cybrid, a Toronto-based fintech company that specializes in stablecoin infrastructure. With over two decades of experience in financial technology, Avinash has worked with top institutions like RBC, Scotiabank, and Blackberry. Under his leadership, Cybrid has grown rapidly and is playing a pivotal role in enabling faster, more secure cross-border payments through stablecoins.Connect with Avinash Chidambaram on LinkedIn: https://www.linkedin.com/in/avinashchidambaram/Visit the Cybrid website: https://cybrid.xyz/Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com
In this episode of Run the Numbers, CJ sits down with Dominic Phillips, CFO of Samsara, to unpack what it takes to scale a capital-intensive SaaS business from startup to public company in under a decade. Dominic reflects on his six-plus years at Samsara through hypergrowth, COVID disruption, supply chain constraints, a down-round survival raise, and an IPO at the very end of the 2021 tech window. Drawing on his earlier career at ServiceNow under Mike Scarpelli, he shares how experience across FP&A, IR, corp dev, and treasury shaped his approach to capital allocation, investor education, and analyst management. The conversation dives into asset-based pricing, selling into non-discretionary operations budgets, balancing hardware and software economics, and building credibility with a broad analyst base while scaling past $1B in ARR.—SPONSORS:Brex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.comRillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.ai—LINKS:Dominic on LinkedIn: https://www.linkedin.com/in/dominicphillips/Company: https://www.samsara.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:“Steal Your Boss's Job”: Calendly CFO John McCauley on Leadership, Ownership & Growthhttps://youtu.be/VRpTNDIfzPYFrom SMB to Enterprise: The CFO Scaling Playbook With Andrew Casey | Mostly Classicshttps://youtu.be/kMuJ6gAuEpgDriving revenue without selling | Greg Henry of 1Passwordhttps://youtu.be/f5FsNoG8A3E—TIMESTAMPS:00:00:00 Preview & Intro00:02:40 Sponsors — Brex | Metronome | RightRev00:06:18 Interview Begins00:06:46 Dominic's Early Career00:08:47 From ServiceNow to CFO00:09:47 Joining Samsara00:10:54 COVID, Burn, and a Down Round00:12:40 IPO Messaging and Investor Education00:15:50 Sponsors — Rillet | Tabs | Abacum00:20:27 Hardware + Software Story00:21:29 What Samsara Does00:22:30 Data, AI, and ROI00:23:23 Horizontal Platform and Verticals00:24:27 Growth Drivers at Scale00:26:09 Selling Into Operations00:28:19 Change Management in Legacy Orgs00:29:46 Non-Discretionary Budgets00:33:02 Storytelling Lessons from Scarpelli00:36:14 Managing Analysts00:39:23 Earnings Timing Strategy00:41:06 Metrics and Investor Trust00:42:38 Investor Communication Channels00:44:22 Investor Days and Long-Term Vision00:45:37 Annual Planning Maturity00:48:24 Forecast Accuracy and Cadence00:49:28 The 1000-Day Strategy00:50:40 Top-Line and Margin Targets00:51:59 Capital Allocation by Function00:54:46 Becoming a CFO00:58:21 Lightning Round and a CFO Mistake01:02:41 End Credits#RunTheNumbersPodcast #CFO #ScalingCompanies #B2BSaaS #PublicMarkets This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
Coinbase (COIN) slid to the downside on Thursday's session even though BofA upgraded the stock. As Coinbase and the crypto industry push through weakness starting last quarter, Rick Ducat takes investors through key levels to watch in the charts to highlight potential breakout levels. He later notes options activity for Coinbase to show where traders are pricing movement. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Bitcoin is off to a quietly strong start to the year, notching its longest green streak in months and pushing back toward key resistance levels, but conviction remains conditional as traders debate whether this is the start of a new leg higher or just another trap. Today's episode looks at the mix of narratives behind the move, from options market shifts and ETF inflows to geopolitical uncertainty and simple new-year portfolio resets. It also digs into Coinbase's renewed push to become an everything financial app, the intensifying rivalry with Robinhood, Washington's increasingly uncertain path toward crypto market structure legislation, China's first hard regulatory signal of the year, and why physical security risks are becoming a more central part of the crypto conversation. Enjoying this content? SUBSCRIBE to the Podcast: https://pod.link/1438693620 Watch on YouTube: https://www.youtube.com/@TheBreakdownBW Subscribe to the newsletter: https://blockworks.co/newsletter/thebreakdown Join the discussion: https://discord.gg/VrKRrfKCz8 Follow on Twitter: NLW: https://twitter.com/nlw Breakdown: https://twitter.com/BreakdownBW
Jeff John Roberts, an attorney, journalist, and author, currently serves as Finance & Crypto Editor at Fortune and formerly Executive Editor at Decrypt. He is the author of "Kings of Crypto," which offers a deeply reported look into the origins and rise of Coinbase. In this episode, Roberts and host David Braue discuss the book, as well as Coinbase as a whole and the state of cryptocurrency today. • For more on cybersecurity, visit us at https://cybersecurityventures.com.
Dave Collum is a Professor of Chemistry at Cornell University. In this conversation, we discuss asset prices in 2025, the economy, and the impact of monetary policy on markets. Dave explains why he believes the stock market is overvalued, why he's concerned about risk assets, and why he's uneasy about gold's strong performance despite being a major holder. We also touch on his annual letter, inflation, investing outlooks, U.S. politics, geopolitics, and why independent thinking matters heading into 2026.=======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.=======================As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public's products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.=======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://uphold.sjv.io/K0RXra. This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=======================Timestamps:0:00 - Intro 1:31 — 2025 asset performance & Dave's big picture market view5:56 — Debate: productivity/AI & “new era” valuations11:33 — AI: the tech may be real, but the investment setup may be bad?20:07 — Dave's portfolio positioning & Gold vs Bitcoin28:08 — Tether: transparency vs risks32:40 — Evaluating Strategy leverage & premiums35:25 — “Rough seas ahead” & why valuation is the core risk46:17 — U.S. economic policy, tariffs, DOGE, government “fraud”1:13:30 — Housing affordability: why building “luxury” can lower overall rents1:18:48 — AI + education: personalized tutors vs losing the ability to think1:22:42 — Tucker Carlson experience & media backlash1:35:08 — Where to find Dave's annual letter & closing thoughts
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 episode opens with the Aave DAO civil war: a CoWSwap integration that allegedly routed swap fees to Aave Labs/Avara instead of the DAO, igniting “stealth privatization” claims, a “poison pill” push to seize Aave IP/brand, and a bigger fight over who really owns Aave.com and the protocol's front door. Next, the crew unpacks the Flow hack (a $3.9M mint exploit) and the wild rollback talk that followed — plus why forks and bridges make rollbacks dangerous, turning bridges into accidental custodians and breaking old security assumptions. Finally, they break down Coinbase's System Update and the “Everything Exchange” strategy — stocks, tokenization, perps, prediction markets, stablecoin rails — and whether this approach can win against Robinhood. DAO wars, chain chaos, and super-app ambition — let's get into it. Show highlights