Podcasts about ethena

Dan Tapiero is the Founder of 50T Funds, a growth-stage equity fund exclusively focused on the digital asset ecosystem, and one of the few Wall Street veterans who has been publicly bullish on crypto since 2019.In this episode, Dan reveals why crypto is the greatest macro investment of all time, why most investors will lose money despite being right, and why his $50 trillion thesis may actually be conservative.THE SHIFT NEWSLETTER

Crypto News: Bitcoin price rallies and the charts look bullish with a bullish divergence setting up on the BTC weekly chart, altcoins will also follow. BlackRock to launch Bitcoin Premium Income ETF tomorrow. Brought to you by

✔️ 6-month price target is $94,000.✔️ Our bull run was suppressed.✔️ Sorry bears, It's over.✔️ Bitcoin is BULLISH AF right now!!! ✔️ According to the current beams, a 3x would be achieved just under 200k✔️ All eyes on the monthly close✔️ In hindsight it will be painfully obvious✔️ The bottom is in August✔️ You will get tired of WINNING✔️ Bitcoin mining difficulty to drop 9.55%✔️ Ethena labs? ✔️ BlackRock's iShares Bitcoin Premium Income ETF ($BITA) launches ✔️ UK banning social media access for under 16s✔️ Sources:► https://x.com/durdenbtc/status/2066232237792628925► https://x.com/jameseastonuk/status/2066247244408377823► https://x.com/toxikat27/status/2066339064878678485► https://x.com/philc411/status/2066329061660451161► https://x.com/geometric_9/status/2066139944804876643► https://x.com/geometric_9/status/2066427214740992424► https://x.com/0xresurekt/status/2065998748560322592► https://x.com/giovann35084111/status/2066474271782691034► https://x.com/jameseastonuk/status/2066478842844152143► https://x.com/bitcoinarchive/status/2066126193242325433► https://x.com/pledditor/status/2066542248670408774► https://ethena.fi/network► https://ourcryptotalk.com/founders-corner/guy-young► https://x.com/tftc21/status/2066605870965031371► https://x.com/polymarket/status/2065933098512974164 ► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

In this episode we discuss SpaceX's IPO and its potential effects on equity and crypto markets, including Bitcoin performance, ETF flows, valuation metrics, and mining trends. We also cover Ethena's evolving yield strategy, reserve diversification, institutional lending, token value accrual, and the implications of its partnership with Coinbase. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Kunal: https://x.com/Kunallegendd Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (4:12) SpaceX IPO Markets (9:09) Bitcoin Decouples From Equities (15:36) Bitcoin Bottom Signals (24:18) Miners Shift to AI (25:59) Ethena's New Strategy (31:50) Ethena Becomes an Asset Manager (35:24) Scalable Yield Sources (41:06) ENA Token Value (47:25) Coinbase Distribution Bull Case (51:33) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch 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. Luke, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode of the Crypto Rundown, Tevo and Brendan break down the historic SpaceX IPO, which could become the largest public market debut ever and potentially push Elon Musk toward trillionaire status. They discuss the excitement around SpaceX, Starlink, XAI, and the future of space business, while also warning that the IPO's massive valuation, retail demand, and insider unlocks could create volatility after launch. The conversation then shifts to inflation data, Fed expectations, and why hotter CPI/PPI numbers may delay rate cuts and pressure risk assets like crypto. They close with Bitcoin technical analysis, Saylor's shifting tone, Ethereum criticism, Novogratz's cautious outlook, and why Hyperliquid continues to stand out despite broader market weakness.Check Out Scribe: Scribe.how/CRYPTO101Check Out Webroot: https://www.webroot.com/crypto101Check 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=20250916Chapters00:09 - Kash Dhanda joins the Crypto 101 Podcast02:20 - Jupiter's vision as a DeFi super app03:35 - DEX aggregator vs decentralized exchange explained05:05 - Why Jupiter finds better liquidity for traders07:15 - Jupiter Lend, Bitwise, and Ethena partnership10:45 - How Jupiter's lending product works15:10 - Earning yield with stablecoins and Solana18:05 - DeFi security and lending risk management25:30 - Offerbook and peer-to-peer lending innovation31:15 - Solana payments, lending, and tokenized equitiesSubscribe 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_101Guest Linkshttps://x.com/JupiterExchange?lang=en*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

In this episode of the Crypto 101 Podcast, Kash Dhanda, COO of Jupiter, breaks down how Jupiter is evolving from Solana's leading DEX aggregator into a full DeFi super app. He explains how Jupiter helps users get the best trading routes, why Jupiter Lend is growing through its partnership with Bitwise and Ethena, and how the platform is prioritizing security after recent DeFi exploits. The conversation also covers Jupiter Mobile, stablecoin payments, tokenized equities, prediction markets, and why Solana is becoming a major hub for real financial activity beyond meme coins. Kash also explains how meme coin mania stress-tested Solana and helped strengthen the network for more serious DeFi, payments, and tokenization use cases.Check Out Scribe: Scribe.how/CRYPTO101Check Out Webroot: https://www.webroot.com/crypto101Check 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=20250916Chapters00:09 - Kash Dhanda joins the Crypto 101 Podcast02:20 - Jupiter's vision as a DeFi super app03:35 - DEX aggregator vs decentralized exchange explained05:05 - Why Jupiter finds better liquidity for traders07:15 - Jupiter Lend, Bitwise, and Ethena partnership10:45 - How Jupiter's lending product works15:10 - Earning yield with stablecoins and Solana18:05 - DeFi security and lending risk management25:30 - Offerbook and peer-to-peer lending innovation31:15 - Solana payments, lending, and tokenized equitiesSubscribe 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_101Guest Linkshttps://x.com/JupiterExchange?lang=en*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

Gm! In this episode we're joined by Ben Nadareski, Co-Founder and CEO of Solstice, to discuss his background in traditional finance and crypto, the development of Solstice's tokenized yield infrastructure on Solana, and the roles of its USX, eUSX, and SLX assets. We also cover institutional and retail adoption, delta-neutral and private credit strategies, planned AI-focused products, token utility, regulatory considerations, and the broader goal of making yield-generating financial products accessible onchain.Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Solstice: https://x.com/solsticefi Follow Ben: https://x.com/ben_solstice Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:41) Ben's Crypto Origin (7:30) What Solstice Builds (12:02) How Solstice's Yield Engine Works (16:09) Solstice vs Ethena (19:09) New Yield Strategies (26:04) Tokenized Yield Versus Vaults (29:27) Who Uses Solstice? (37:25) Regulatory Roadblocks (42:38) SLX Token Utility (47:29) Solstice In 2027 (49:36) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Kash Dhanda is the COO at Jupiter.Most people know Jupiter for its flagship DEX aggregator and perps. But we've dug into the onchain business backing JUP token value accrual and why the fundamentals are worth understanding heading into the next bull run.In this episode of Revenue Meta, Kash walks us through how Jupiter generates revenue across five distinct products: DEX aggregator, perps, Jupiter Lend, JupUSD, and Jupiter Spend, plus more revenue streams growing in development. This is a fascinating deep dive into Solana's largest, most dominant DeFi super app, including why perps for just three trading pairs wins over so much trade volume, how JLP remains one of Jupiter's most popular products, and how JUP token value accrual is aligned with Jupiter's app success. We also get the inside details on what's coming with Jupiter Lens DEX, prediction markets for the World Cup, Jupiter Spend, and their new Offerbook for borrowing and lending with long tail tokens.------

Bitcoin is breaking down, AI is attracting all the capital, and crypto may be entering an entirely new market regime.This week on The Hivemind, the team debates where Bitcoin is headed, why assets like HYPE, Venice, and Lighter are outperforming despite BTC weakness, the future of Hyperliquid, Ethena's Coinbase partnership, and whether crypto is finally becoming a market driven by fundamentals instead of Bitcoin alone.TIMESTAMPS00:00:00 Introduction & Is Bitcoin Cooked?00:05:44 Saylor, Bitcoin Liquidity & Market Structure00:12:28 Why Crypto Is Finally Detaching From Bitcoin00:19:06 The New Altcoin Market & Capital Rotation00:22:35 Why HYPE's Outperformance Matters00:26:22 Zcash, Value Investing & Crypto Fundamentals00:31:57 Hyperliquid, Lighter & Crypto's First Compounders00:33:47 Can Crypto Thrive While Bitcoin Stagnates?00:38:32 Why Retail Left Crypto For AI & Stocks00:40:46 BlackBerry, Equities & Staying In Your Circle Of Competence00:47:54 Lighter Deep Dive00:53:16 Kalshi, Perpetual Futures & Regulatory Tailwinds00:55:03 Polymarket's UMA Problem01:07:09 Ethena x Coinbase Explained01:16:43 Bitcoin To $49K? Jason's Bear Case01:19:43 Can HYPE Keep Going Higher?Link to our Youtube: https://www.youtube.com/@Delphi_DigitalFollow Ceteris: ⁠https://x.com/ceterispar1bus⁠ Follow Jason: ⁠https://x.com/3xliquidated⁠ Follow Yan: https://x.com/YanLibermanFollow Flip: https://x.com/trevor_flipperFollow Kevin: https://x.com/Kevin_Kelly_II

In this episode, we discuss Bitcoin's underperformance relative to equities and select crypto assets, the rise of Hyperliquid amid strong ETF and institutional flows, Morpho's new fixed-rate lending initiative and valuation debate, evolving dynamics in DeFi lending markets, and Ethena's shifting yield strategy, reserve allocation, and diversification efforts.Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Kunal Doshi: https://x.com/Kunallegendd Follow Shaundadevens: https://x.com/shaundadevens Follow Carlos: https://x.com/0xcarlosg -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (1:34) Bitcoin Lags Equities (4:14) Don't Hide in BTC? (7:47) Hyperliquid's Flow Story (16:02) Morpho's Fixed-Rate Bet (24:33) Morpho's Valuation Problem (33:49) Ethena Becomes Asset Manager (43:53) Can Ethena Diversify? (48:10) Analyst of the Week (48:51) Closing Comments -- Resources: Sam Schubert - Solana Spreads: The Black Hole Begins https://x.com/minnus/status/2059730629319680352?s=20 -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Tarek Mansour is the co-founder and CEO of Kalshi, the largest federally regulated prediction market exchange in the US - valued at $2 billion and backed by some of the world's top investors.THE SHIFT NEWSLETTER

Raoul Pal, co-founder of Real Vision, returns to break down why the AI race is the biggest capital event in human history and why crypto holders are positioned to win. THE SHIFT NEWSLETTER

Michael Saylor is the Founder and Chairman of Strategy (formerly MicroStrategy), the world's largest corporate holder of Bitcoin with roughly 818,000 BTC and over $65 billion in capital. After surviving a 99.8% stock collapse that left his company three days from bankruptcy, he rebuilt it into a "reserve bank for Bitcoin" - issuing products like STRC that pay an 11.5% monthly dividend, tax-deferred. In this episode, he breaks down how to build lasting, passive wealth with Bitcoin, why he believes there's no second best in crypto, and why working hard may be the worst financial advice you can follow.THE SHIFT NEWSLETTER

Eddie Travia is the co-founder and CEO of Coinsilium Group, the first blockchain company to complete an IPO, and a pioneering crypto investor since 2013.In this episode, Eddie breaks down how AI agents and crypto are converging into a $15 trillion shift that will reshape investing, fundraising, and entrepreneurship - and explains why millions of jobs won't survive the transition.THE SHIFT NEWSLETTER

Joseph Lubin, co-founder of Ethereum and CEO of Consensys, warns that big tech is racing to build centralized AI systems that could control humans and every system on the planet - and explains why decentralized protocols are the only architecture standing in the way.THE SHIFT NEWSLETTER

Hunter Horsley, co-founder and CEO of Bitwise Asset Management, makes the case that this is the most bullish moment in crypto's entire history - with major banks scrambling to catch up and every structural tailwind pointing in the same direction.From the $400 trillion in global assets beginning to shift toward crypto, to institutions going "zero to 500 miles an hour" on adoption, Hunter breaks down why the new era of crypto is already underway and why it's not too late to be early.THE SHIFT NEWSLETTER

Ben Zhou, co-founder and CEO of Bybit, reveals how he led the company back from the biggest crypto theft in history - filling the $1.5 billion hole in just 8 months while still paying bonuses and dividends.THE SHIFT NEWSLETTER

Gm! In today's episode, we're joined by Ian Unsworth, Co-founder of Kairos Research, to break down the KelpDAO hack and its impact on DeFi, from liquidity outflows to risk management. We also cover stablecoin yield strategies, Ethena's backing model, Layer 2 risks like Scroll, and emerging infrastructure like DoubleZero Edge. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Kairos Research: https://x.com/Kairos_Res Follow Ian: https://x.com/Ian_Unsworth Follow Danny: https://x.com/defi_kay_ Join the Lightspeed Telegram: ⁠https://t.me/+QHlbNTNS4gc1ZTVh -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:56) rsETH Hack (11:40) Are DeFi Rates Worth It? (19:45) Scroll's Gas Price Controversy (25:46) Ethena's Backing and Yield Model (38:48) Why DoubleZero Edge Matters (45:39) Solana Value Capture Debate (58:22) Where DoubleZero Goes Next (1:00:55) Closing Comments -- Disclaimers: Lightspeed was kickstarted by a grant from the Solana Foundation. Nothing said on Lightspeed 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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Jeff Park is a macro strategist and Bitwise advisor who believes the financial system is broken beyond repair for young people - from unaffordable housing to AI displacing an entire generation's jobs. He breaks down why real estate is actually a depreciating asset, why Bitcoin is the ultimate escape, and how AI will ignite the biggest wave of Bitcoin adoption the world has ever seen.THE SHIFT NEWSLETTER

Gracy Chen went from a divorced single mom to CEO of Bitget, a top 5 crypto exchange doing $20B in daily volume with 25 million users. THE SHIFT NEWSLETTER

Polymarket announces its native USD stablecoin. Ethena diversifies the backing for USDe. Chaos Labs leaves the Aave DAO. And Toni Wahrstätter releases an Ethereum Tx Delay tracker. Read more: https://ethdaily.io/919 Sponsor: Lido Earn lets you deploy ETH or stablecoins into curated DeFi strategies for optimised yield. Two vaults, daily rewards, automatic compounding, and first-loss protection. Get started on stake.lido.fi/earn. Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

Kory Hoang joins this episode of Stabled Up to break down his full stablecoin taxonomy, Polymarket's new stablecoin, how stablecoins have evolved into multiple secotrs, why 'payments money' and 'savings money' can never be the same asset, how he thinks about Ethena's new backing strategy, and more.Kory Hoang is the CEO and co-founder of Stably, one of the earliest stablecoin infrastructure companies with over eight years in the space. The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro00:45 Kory's Background & Stably04:26 The 2019 Stablecoin War06:12 Stablecoin Taxonomy Explained09:23 CDP & Strategy Backed Stablecoins11:33 Athena's Hybrid Reserve Update13:27 Risks of Strategy Backed Stablecoins15:03 Yield vs. T-Bills Debate18:40 Polymarket Issues Own Stablecoin19:09 Why Every Platform Needs One23:11 Float Income & Yield Forwarding24:48 Just-in-Time Payments Risk?26:39 Yield Forwarding Not Yield Bearing29:57 Payments vs. Savings Money30:47 Yield as a Tax on Velocity34:35 Genius Act & Regulatory Evolution38:23 Stablecoin Money Supply Deep Dive42:29 M2 Multiplier: 1.13 vs. 4.21Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbiek__Follow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures

Armani Ferrante is the Founder and CEO of Backpack, a regulated global crypto exchange with over $420 billion in trading volume and one of the leading builders in the Solana ecosystem.THE SHIFT NEWSLETTER

In this episode, Luke Leasure breaks down how DeFi's onchain yield curve is constructed using Ethena and Pendle. He explores implied yields, term structure, and how curve signals connect to Bitcoin performance, shifting yield regimes, hedging demand, and broader crypto market risk. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Follow Blockworks Research: https://x.com/blockworksres Follow Luke Leasure: https://x.com/0xMether -- Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:35) How Ethena and Pendle Work (5:19) Reading the Yield Curve (7:23) What Drives the Signal (9:02) Why Implied Yields Trade Rich (11:12) Closing Comments -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

Today, we have a special edition of the FCPA Compliance Report, previewing speakers and presentations at the upcoming Compliance Week event, The Leading Edge: Applying AI and Data Analytics in E&C, to be held at The Westin Fort Lauderdale on January 28 and 29. In this episode, Tom Fox is joined by Roxanne Bras Petraeus, CEO of Ethena, and Andrew McBride, Founder & CEO of Integrity Bridge LLC, to discuss their presentation, “Seeing is Believing: Live AI Demos for Ethics and Compliance Leaders.“ Roxanne emphasizes the practical integration of AI within Ethena's services and its utility for compliance leaders, while Andrew shares insights from his extensive experience in risk and compliance consulting. They highlight their upcoming presentation at The Leading Edge conference, where they will demonstrate 10 AI tools and discuss real-life use cases, opportunities, and limitations of AI in compliance. They also reflect on the evolving role of AI in data analytics and the need for transparency and data validation. Both guests express their eagerness to engage with compliance professionals and share practical insights to enhance the industry's AI adoption. Key highlights: Preview of the Compliance Week Presentation The Importance of Effective Training AI's Impact on Data Analytics in Compliance Expectations for the Conference Resources: Compliance Week The Leading Edge: Applying AI and Data Analytics in E&C conference, click here. Compliance Week is offering a 20% discount to the event for listeners of this podcast. Use the discount code TFOX at registration.  Guests Roxanne Bras Petraeus on LinkedIn Ethena Andrew McBride on LinkedIn Integrity Bridge Host Tom Fox Instagram Facebook YouTube Twitter LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

High performers are often seen as the ones you don't have to worry about. But behind consistent output and quiet competence, there can be early signs of burnout and disengagement. In this episode, Melanie Naranjo joins Karina Young to challenge how companies define top talent and why performance without support leads to retention risk. Melanie, Chief People Officer at Ethena, shares a candid perspective on why high performers need more than praise. They need space to grow, permission to speak up, and help rewiring habits that no longer serve them. Together, they explore how over-reliance on top talent can backfire, why traditional engagement strategies often miss the mark, and what managers can do to spot red flags before it's too late. Melanie also offers clear strategies for re-engaging high performers and building a culture where expectations, accountability, and care go hand in hand. For HR leaders working to retain their best people, it's a compelling reminder: performance doesn't mean immunity. It means opportunity. Join us as we discuss: (00:00) Meet HR Superstar: Melanie Naranjo (01:14) The hidden costs of quiet disengagement (03:28) Rethinking what "high performer" really means (06:26) Debunking the myth of passion and performance (10:19) Building flexible perks that actually engage people (12:58) Early signs your top talent is burning out (15:19) Questions managers should ask but usually don't (20:03) How to coach overwhelmed team members (22:30) Why surveys won't help you retain your best people (24:17) High performers suffer when underperformers go unchecked (31:19) Re-engaging talent through targeted development plans (35:25) What to do when a high performer is a jerk (38:23) Questions every manager should ask top talent   Resources: For the entire interview, subscribe to HR Superstars on Spotify, Apple Podcasts, or YouTube, or tune in on our website. Original podcast track produced by Entheo. Listening on a desktop & can't see the links? Just search for HR Superstars in your favorite podcast player. Hear Karina's thoughts on elevating your HR career by following her on LinkedIn: https://www.linkedin.com/in/karinayoung11/ Download 15Five's The HR Leader's Guide to Reducing Regrettable Turnover: https://www.15five.com/resources/ebook/guide-to-reducing-regrettable-turnover?hsLang=en?utm_source=podcast&utm_medium=podcast&utm_campaign=Q4_2025_CTA&utm_content=turnover  For more on maximizing employee performance, engagement, and retention, click here: https://www.15five.com/demo?utm_source=podcast&utm_medium=podcast&utm_campaign=Q2-Podcast-Ads&utm_content=Schedule-a-demo Melanie Naranjo's LinkedIn - https://www.linkedin.com/in/melanie-naranjo/

Thank you to our sponsor, Multichain Advisors!What rights do token holders have? Is everyone getting rugged? In this episode of Uneasy Money, Ethena founder Guy Young joins hosts Kain Warwick, Luca Netz and Taylor Monahan to interrogate the lack of clarity around token expectations and rights as Aave DAO goes against Aave Labs and Circle acquires the Axelar team. Do centralized exchanges hold the solution? Plus, does MOVE's Rushi Manche deserve a second chance? And how can you stay safe from the fake Zoom scam? Hosts: Luca Netz, CEO of Pudgy Penguins Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security at MetaMask Guest: Guy Young, CEO & Founder of Ethena Labs Links: Unchained: AAVE Holders Question if DAO Quietly Redirected Revenue Away From Treasury SEC Ends Four-Year Probe Into Aave ‘Poison Pill' Proposal Calls for Aave DAO to Take Over Aave Labs Jump Crypto's Firedancer Goes Live on Solana Mainnet How to Trade Prediction Markets Without an Opinion on the Event MetaMask Adds Native Bitcoin Support Timestamps:

Stablecoins led one of the most important years in crypto progress. Supply surged. Yield went onchain. Tokenization exploded. Now, a handful of protocols started to separate themselves from the rest.In this episode, the StableWatch team breaks down what actually happened in stablecoins this year, why growth accelerated so fast, and which yield-bearing models we think matter heading into next year.We review the data, apply numbers to narratives, and make clear predictions for 2026 across yield, RWAs, and onchain credit.We discuss:• How yieldcoins grew from $7B to $22B+ • Which models are winning: Ethena, Sky, Maple, Ondo, Securitize (And why...)• Why Sky's yield compressed while Ethena surged• How tokenization quietly became one of crypto's strongest narratives• RWAs, onchain credit, and where real demand is coming from• Why DeFi benefits when risk-free rates fallTimestamps:00:00 Intro00:36 The Stablecoin Shift03:23 How StableWatch Started07:42 2025 Review: $75.8B → $228B12:27 Sky vs Ethena: Winners & Losers16:57 Haliday Ad InfiniFi Ad Yeet Ad19:27 Why Stablecoins Track Crypto Markets24:09 RWAs, Credit & Tokenization28:47 Why Risk-Free Rates Matter30:47 Kalshi Ad Trezor Ad Hibachi Ad35:47 2026 Predictions: Who Wins Next42:38 Rate Cuts & the Next DeFi Boom49:51 StableWatch's Vision for 2026Website: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://therollup.co/the-rollup-discl

Taylor and Melanie joined The Modern People Leader to unpack how HR teams can get out from under compliance chaos and admin overload to focus on business impact.---- Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode270Sponsor Links:

In this episode of Uneasy Money, hosts Kain Warwick, Luca Netz and Taylor Monohan explore how the recent ICO boom compares with the 2017 era.  They share stories of some of the big names from the past, including Kain's struggles after raising 30,000 ETH at the cycle top. Plus Luca shares what it takes for founders to thrive in crypto. They also unpack the “FUD” surrounding Hyperliquid following the infamous Oct. 10 crypto crash. Moreover, they discussed what Multicoin's investment in Ethena revealed about Kyle Samani, and potential black swan risks facing the project. Hosts: Luca Netz, CEO of Pudgy Penguins Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security at MetaMask Links: Unchained: Monad ICO on Coinbase Fizzles 12 Hours After Launch Uneasy Money: ICOs Are Back and Why Airdrops Are Instantly Dumped The Chopping Block: Tokenomics Reset — ICOs Rise, UNI Turns On Fees, MEV Goes to Court Hyperliquid Founder Denies Claims That DEX Prioritizes Revenue Over Traders The Chopping Block: Inside the $19B+ Perp Crash, ADL Explained, Binance's USDe/Staked-Token Depeg, and the Hyperliquid Whale Debate Ethena Labs Expands to Support Two New Products Timestamps:

Jessica Swank, Chief People Officer at Box, joined us on The Modern People Leader. We talked about building an "org brain", preparing managers to lead teams of humans plus agents, avoiding agent sprawl and tech debt, and why every people leader needs to start experimenting with AI personally to stay ahead.----  Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode269Sponsor Links:

We dug into Foursquare's North Stars of vibrancy and velocity, applying design thinking to the people function, and their team-based performance model.---- Downloadable PDF with top takeaways: https://modernpeopleleader.kit.com/episode268Sponsor Links:

Shannon Hobbs, Chief People Officer at BNY, joined us to unpack how the bank is scaling its early-career pipeline, flattening org design, and running a culture-first transformation.We discussed BNY's in-house AI hub “Eliza” (99% employee certification, 15k+ agents, 100 digital employees), plus practical advice for CHROs on building AI capability safely and at scale.---- How BNY is betting big on early talent (PDF): https://modernpeopleleader.kit.com/episode267Sponsor Links:

In this episode of Unchained, Laura is joined by Rob Hadick, General Partner at Dragonfly, and Sam MacPherson, Co-founder and CEO of Phoenix Labs, to break down the fast-moving world of stablecoins and stablechains. They discuss Ethena's USDe $5 billion drop, the rise of “stablecoin-as-a-service” models, the emergence of payment-focused blockchains like Tempo and Codex, and the return of TradFi heavyweights like Visa, Mastercard, and Western Union to the digital dollar race. From liquidity challenges to regulatory shakeups and tokenized deposits, the conversation explores what it really takes to win the stablecoin wars, and, importantly, whether any of these players can even make a scratch to king Tether. Thank you to our sponsors! Binance Guests: Rob Hadick, General Partner at Dragonfly Sam MacPherson, Co-founder and CEO of Phoenix Labs Links: Previous coverage on Unchained: Stablecoins Are Popping Up Everywhere. What's the End Game? Why Every Chain Suddenly Wants Its OWN Stablecoin - The Chopping Block Timestamps:

Luke O'Mahoney, Founder & Creator of Sapienˣ, joined The Modern People Leader.We talked about the three emerging models of product-led HR, Agile theater, and how an enterprise company phased its shift to product-led HR.---- Sponsor Links:

Crypto has spent years obsessing over tokens, airdrops, and speculation. But what about the unsexy businesses actually making money? Arthur Hayes and Adam Schlegel join Laura Shin to talk about Maelstrom's $250M private equity fund targeting crypto's most profitable, yet overlooked, companies, $50M revenue businesses with 50% margins that VCs can't touch and exchanges won't pay cash for. But while everyone frames this as just another fund, Hayes and Schlegel argue it's actually the missing piece in crypto's maturation: a cash buyer for founders who've done their time and want out without four-year earnouts.  Plus: Why Asian crypto companies with monster margins get ignored by Western capital. Thank you to our sponsors! Binance Guests: Arthur Hayes, Co-Founder of BitMEX & CIO at Maelstrom Adam Schlegel, Head of Private Equity at Maelstrom Links: Previous appearances on Unchained: The Chopping Block: Arthur Hayes & Tom Lee; Hyperliquid vs Aster, DATs & ETH Arthur Hayes and Hanson Birringer on Hyperliquid's Success (And What Could Stop It) Bloomberg: Arthur Hayes' Family Office Seeks $250M for Buyout Fund Coindesk: Arthur Hayes' Maelstrom Seeks $250M Private Equity Fund to Acquire Crypto Firms: Bloomberg Akshat's tweet announcing the fund Timestamps:

Matt and Nic are back with another week of news and deals. In this episode:  We dissect the market structure behind the flash crash last week What happened with Binance and Ethena? Palmer Luckey's de novo bank Erebor gets an OCC charter Paxos' fat finger The US government has seized $15b in funds tied to pig butchering scams  

Andrew Golden, Chief People Officer at RetailNext, joined us on The Modern People Leader.We talked about how he's driving transformation, why HR and IT must partner more closely, the power of building lightweight AI solutions in-house, and why he's optimistic about the future of people teams.---- Sponsor Links:

This week, the Hivemind team breaks down Friday's insane crypto crash, the auto-deleveraging across exchanges, USDe's sudden depeg, and the biggest post-crash winners and losers. -- Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire  -- Follow Ceteris: https://x.com/ceterispar1bus  Follow Jose: https://x.com/ZeMariaMacedo  Follow Jason: https://x.com/3xliquidated  Follow Flip: https://x.com/trevor_flipper  Follow Empire: https://x.com/theempirepod  Subscribe on YouTube: https://bit.ly/4jYEkBx  Subscribe on Apple: https://bit.ly/3ECSmJ3  Subscribe on Spotify: https://bit.ly/4hzy9lH  -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/  -- Timestamps: (0:00) Introduction (1:42) Friday's Insane Liquidations (16:45) Auto-Deleveraging (26:50) Ethena & USDe Post-Mortem (36:41) Post-Crash Winners & Losers (54:40) Still Bullish? (58:26) Exchange Tickers & Listings (1:02:15) Impact of EVM Chains -- 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, the Hivemind team, and our guests may hold positions in the companies, funds, or projects discussed.

Gena Smith, CHRO at LVMH North America, joined us on The Modern People Leader. We talked about how she sparked an AI transformation across 75 LVMH brands, why HR should lead AI change management, and how to reframe AI adoption as a cultural and creative advantage.---- Sponsor Links:

What happens when you put a mic in front of HR leaders and ask them for their unfiltered takes on AI?In this episode, Daniel and Stephen recap their trip to HR Tech — where they recorded 12 quick-hit “AI Confessions” from folks they met on the conference room floor. From agentic workflows and custom GPT chaos to the real blockers slowing down AI adoption, this one's packed with candid insights from the front lines.You'll hear what HR leaders from companies like Lumen, Articulate, and Airbnb.---- Sponsor Links:

Angela Crossman, Hernan Chiosso, and Jean-Luc Charles joined us to debrief the “Yellow Pod” conversation from MPL Live NYC and what the group is actually doing with AI at work. We covered opportunities vs blockers, “AI as coach” guardrails, why HR should own enablement, actionable next steps, and predictions for the AI-powered workplace.---- Sponsor Links:

Today's blockchain and cryptocurrency news  Bitcoin is down slightly at $111,505 Eth is up slightly at $4,010 XRP, is down slightly at $2.81 Redotpay becomes unicorn Senators call for ethics probe into Trump Family crypto connections Australian treasury releases draft legislation to amend Corporations Act 2001. M2 Capital invests $20M into Ethena's governance token. ###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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Hyperliquid's USDH ticker set off the most dramatic “RFP” in recent memory. The crew breaks down why Native Markets ran away with validator support, whether the process was theater or strategy, and how the Bake-off became a marketing masterstroke—and potential leverage on Circle. We dig into Polymarket odds, the last‑minute Paxos bribery allegation (denied), and what this means for future “native” stables on Solana, app chains, and beyond. 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're joined by Guy founder of Ethena as a special guest, as a single ticker (USDH) sparked a weeklong spectacle: Hyperliquid's “Bake-off” to award the USDH stablecoin brand. Native Markets surged ahead as validators signaled support, Paxos rallied late with partners and incentives, and Ethena ultimately withdrew. Was this always a vibes‑based beauty contest, or a deliberate move to pressure Circle and re‑route bridge yield? We parse the incentives, the governance, and the market microstructure — and peek at what happens if every big chain/app tries the “native stablecoin” playbook. Show highlights

Stablecoins are supposed to be boring, but the fight for the USDH ticker on Hyperliquid has turned into one of the most dramatic battles in crypto.  From Ethena suddenly pulling out, to Paxos revamping its bid, to whispers of favoritism, the contest has put protocol-native stablecoins in the spotlight.  In this episode, MegaETH co-founder Shuyao Kong, who just announced their own stablecoin USDm, speaks about why they chose Ethena as a partner, and why alignment with Hyperliquid matters more than short-term incentives.  She also explains why ecosystems need both yield-chasing and yield-agnostic stablecoins — and whether Circle and Tether could be pushed aside in the next wave of competition. Thank you to our sponsor, ⁠Token2049⁠! Get 15% off your tickets with the code UNCHAINED! Guest: Shuyao Kong, Co-founder of MegaETH Links:  Unchained:  The Competition Is On. Who'll Win the USDH Ticker on Hyperliquid? Bits + Bips: Hyperliquid's USDH Bidding War & Why the DAT Model Is Broken Ethena Joins Race to Issue Hyperliquid's USDH Paxos Unveils USDH Proposal V2 With PayPal, Venmo Integrations  Sky Joins Bidding War to Launch Hyperliquid's USDH Stablecoin Issuers Enter Bidding War to Launch Hyperliquid's USDH Ethena withdraws its proposal  The Block: MegaETH launches native USDm stablecoin with Ethena to subsidize sequencer fees Polymarket bet: Who will win the USDH ticker? Timestamps:

This week Guy Young joins the show to discuss the next chapter for Ethena. We deep dive into Ethena's business model, how DATs could enable DeFi's breakout moment, how Ethena will scale in the future, advice for founders & more. Enjoy! -- Follow Guy: Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod -- Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh Start your day with crypto news, analysis and data from David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts -- Is your treasury losing value to inflation? Learn how to make digital assets like ETH and SOL productive with uncorrelated, protocol-driven staking rewards. A new report from Liquid Collective and EigenCloud outlines a practical guide for CFOs to integrate institutional-grade staking and restaking. Read The Productive Treasury Report: https://liquidcollective.io/corporate-treasury-staking/ -- Timestamps: (00:00) Introduction (03:29 )The Ethena Business Model (07:04) Valuations & VC Unlocks (12:44) The Ethena DAT (StablecoinX) (15:11) Are DATs Sustainable? (18:36) DeFi's Breakout Moment (24:12) Partnering With Pendle & Aave (31:49) Ads (Eigen Layer) (32:48) Advice For Founders (37:34) How Does Ethena Scale (44:18) What Is iUSDe? (47:47) Hyperliquid Is Launching A Stablecoin (USDH) (53:39) Corporate Chains -- 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, and our guests may hold positions in the companies, funds, or projects discussed.

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What's fueling crypto's market surge?  This week on Bits + Bips, Ethereum's rally has reignited market energy, triggering fresh questions about the return of alt season, and whether Bitcoin's dominance will continue to fall. With special guests Katalin Tischhauser from Sygnum Bank and Wintermute's Jake Ostrovskis, we dive deep into how corporate treasuries, tokenized assets, and shifting ETF flows are reshaping crypto's microstructure.  Plus, we dissect the macro impact of rising tariffs, the Fed's delicate dance with Trump, and whether tokenization could breathe new life into the US dollar. Check out the sponsors who make this show possible! Bitwise Mantle Hosts: Steve Ehrlich, Executive Editor at Unchained Ram Ahluwalia, CFA, CEO and Founder of Lumida Guests: Katalin Tischhauser, Head of Research at Sygnum Bank Jake Ostrovskis, Head of Sales Trading (OTC) at Wintermute Links Markets:  Unchained: Spot Ether ETFs Extend 16-Day Inflow Streak With $453 Million DATs: Cointelegraph: Tron Inc. seeks $1B to grow TRX holdings as stock rallies CoinDesk: Crypto Treasury Fever Spreads to Ethena as $360M SPAC Deal Targets ENA Accumulation CEA Industries Inc. Press Release: CEA Industries and 10X Capital, with the support of YZi Labs, announce $500 Million Private Placement to Establish Largest Publicly-Listed $BNB Treasury Company in the World The Block: Specialty finance company Mill City announces $450 million offering to establish corporate Sui treasury Barron's: MicroStrategy to Offer Preferred Stock With a Twist That Could Yield 10% Trump and Powell Fortune: Jerome Powell had a surprise visit from Trump. He's poised to leave interest rates unchanged anyway CNBC: Trump spars with Powell over renovation costs during Fed visit, but backs off firing threats Timestamps: