Podcasts about Morpho

Genus of brush-footed butterflies

  • 130PODCASTS
  • 292EPISODES
  • 48mAVG DURATION
  • 5WEEKLY NEW EPISODES
  • Jun 18, 2026LATEST
Morpho

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Best podcasts about Morpho

Latest podcast episodes about Morpho

Tech Path Podcast
TradFi Sues CFTC!

Tech Path Podcast

Play Episode Listen Later Jun 18, 2026 31:10


CME Group filed a federal lawsuit in Washington, D.C. against the U.S. Commodity Futures Trading Commission (CFTC) and Chairman Michael Selig. The suit challenges the regulator's recent decision to approve perpetual futures for Kalshi and Coinbase, arguing that these 24/7 contracts are legally swaps rather than futures. GUEST: Chris Perkins, CEO of 250 Digital Asset Follow Chris on X ➜ https://x.com/perkinscr97 ~This episode is sponsored by iTrust Capital~ iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul 00:00 intro 00:10 Sponsor: iTrust Capital 00:31 Chris Perkins on Perps 03:25 Terry Duffy Sues CFTC 04:35 CME Trying To Kill Crypto Perps 07:24 Terry Duffy Calls Michael Selig a Liar on CNBC 07:56 Banning Hyperliquid? 09:55 CME Monopoly Power 11:20 Chicago Crypto "Privilege Tax" 12:17 Federal Reserve Stablecoin ID Checks!? 16:19 $STRC Collapsing! 18:35 BlackRock Causing $STRC Mass Exit? 19:54 Coincidence? 20:15 CNBC Fudding Michael Saylor 21:08 Nothing To Worry About? 22:24 Michael Saylor: A.I. is Not a Problem 23:00 Quantum & A.I. will help crypto? 24:00 Lightning Round 24:26 July 4th Crash 24:40 Peter Schiff 24:52 CME vs Hyperliquid 25:11 Strategy to BlackRock? 25:34 Brian vs Dimon 26:10 Morpho & Vaults 27:12 SpaceX vs Solana & Hyperliquid 27:40 Binance vs Coinbase 28:55 Federal Reserve vs Uncertainty 30:36 outro #Bitcoin #XRP #Ethereum ~TradFi Sues CFTC!

The Bitcoin.com Podcast
Brown, BASE DevRel — $4T Stablecoins, X402, and the Agent Economy

The Bitcoin.com Podcast

Play Episode Listen Later Jun 16, 2026 19:40


Eric Brown leads Developer Relations at BASE, Coinbase's L2. So when he says the chain sees over $4 trillion in monthly stablecoin payments and 25+ local stablecoins now circulate worldwide, it's worth interrogating closely.Jamie Crypto sits down with Eric at Consensus 2026 for a full read on what's actually shipping on BASE in 2026 — X402 as the default agent-payment rail, sub-cent fees and 5,000 TPS bursts, the Azul upgrade, the AI red team / blue team security flip, and why seven-plus local stablecoins are getting real point-of-sale adoption in South America while the U.S. lags.We cover:- The $4T monthly stablecoin payments figure (Eric's claim)- X402 and ~2M agent transactions in 30 days on BASE- 400M gas per block, sub-tenth-of-a-cent fees, 5,000 TPS bursts- DeFi security after a brutal month of hacks — AI's role on both sides- Why the agentic cohort is "completely unbanked already"- Morpho, 4% USDC yields, and what makes an onchain app stickyFilmed at Consensus 2026.Host: Jamie Redman

Ethereum Daily - Crypto News Briefing
Fidelity FIDD Live On Curve And Uniswap Pools

Ethereum Daily - Crypto News Briefing

Play Episode Listen Later Jun 12, 2026 4:22


Fidelity's FIDD stablecoin goes live on Curve and Uniswap. Socket relaunches its core infrastructure. Coinbase launches Agent Accounts and adds a High-Yield USDC Vault powered by Morpho. Read more: https://ethdaily.io/966 ETH Daily sponsorships are now open. Reach over 10,000 Ethereum-native subscribers every weekday. Learn more at ethdaily.io/ads Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.  

Thinking Crypto Interviews & News
CZ Binance Says Crypto Bear Market Will be Over Soon!

Thinking Crypto Interviews & News

Play Episode Listen Later Jun 10, 2026 18:35 Transcription Available


Crypto News: Binance founder CZ says "Bitcoin won't be "dead" for too long. Don't panic, in large friendly letters." A16z crypto, Paradigm lead $175 million bet to move global credit markets onchain. Crypto tax bills a work-in-progress as U.S. House lawmakers pose concerns. Brought to you by

Tech Path Podcast
Two Massive Stellar Partnerships!

Tech Path Podcast

Play Episode Listen Later Jun 2, 2026 30:30


The Depository Trust & Clearing Corporation (DTCC), and Stellar announced plans to enable tokenization of custodied assets on the Stellar network. MoneyGram today announced the launch of MGUSD, a native U.S. dollar stablecoin and the foundation for a growing suite of financial services across its global network. ~This episode is sponsored by Tangem~ Tangem ➜ https://bit.ly/TangemPBN Use Code: "PBN" for Additional Discounts! Guest: Denelle Dixon, CEO & Executive Director at Stellar Development Foundation Stellar Learn More ➜https://bit.ly/StellarXLMwebsite 00:10 Sponsor: Tangem 01:00 Moneygram launching stablecoin on Stellar 02:40 Expectations 03:30 Canton disbelief 05:30 What will be the limitations?  06:15 Why 24/5? 07:30 Institutions care about distribution 09:45 Bridges to access DeFi apps like Morpho? 12:00 When will this happen? 01:00 Next 2 years 14:40 BENJI 5-Year performance 15:40 RWA value in 12months? 17:00 Why hasn't USDC or PayPalUSD taken off on Stellar? 18:30 Is “Privacy” misleading? 19:40 KYC for everyone? 24:15 CLARITY Act odds & unlock 25:10 Perps & Prediction Markets on Stellar? 25:40 POS System: Toast partnership? 28:30 Customer confidence timeline? #Crypto #XLM #ethereum ~Two Massive Stellar Partnerships!

0xResearch
Crypto's Flow-Driven Market Has Arrived | Shaundadevens & Kunal Doshi

0xResearch

Play Episode Listen Later Jun 1, 2026 49:31


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.

Black Girl Couch Reviews
The Big Door Prize "The Next Stage"

Black Girl Couch Reviews

Play Episode Listen Later May 30, 2026 21:23


The Big Door Prize S2 Episode 1 "The Next Stage" While the town seeks to advance, Hana shares her hidden knowledge about Morpho. However, her revelations could significantly impact everyone's perception of their collective future.Feedback : blackgirlcouch@gmail.com (audio/written)Tumblr: blackgirlcouchYoutube: ChristinaBCGInstagram: @blackgirlcouch

Teletica.com
Pulso Ambiental - Episodio 1: Una mariposa morpho en el equipaje

Teletica.com

Play Episode Listen Later May 30, 2026 2:37


Un especial en conmemoración del Día Mundial del Medio Ambiente (5 de junio).

Ethereum Daily - Crypto News Briefing
Base Azul Goes Live On Mainnet

Ethereum Daily - Crypto News Briefing

Play Episode Listen Later May 28, 2026 4:20


Base activates its Azul upgrade on mainnet. Morpho publishes a whitepaper for its Midnight protocol. Aave Labs secures FCA approval in the UK. And Privy launches Universal Deposit Addresses. Read more: https://ethdaily.io/956 Join 5,000+ attendees at ETHConf in NYC, June 8-10. Hear from 150+ speakers shaping Ethereum, stablecoins, and digital asset policy. Get your tickets at ethconf.com and use code ETHDAILY for 30% off General and 20% off VIP. Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

Unchained
Is 'All of DeFi Unsafe'? What You Need to Know About Holding Assets Onchain

Unchained

Play Episode Listen Later May 28, 2026 49:48


A co-founder of OpenZeppelin said he's urging friends to exit blue chip DeFi. Isaac Patka and Mike Silagadze explain what he got right, what he got wrong, and what needs to change. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠Coinbase One⁠⁠⁠⁠⁠: Get 20% off the first year of your Coinbase One annual plan at ⁠⁠⁠⁠⁠coinbase.com/unchained⁠⁠⁠⁠⁠. ======================================================== A co-founder of OpenZeppelin set off a firestorm on Crypto Twitter this week by declaring that he now considers all of DeFi unsafe, citing superhuman AI coding agents and the asymmetry between attackers and defenders.  Isaac Patka, certifications lead at Security Alliance, and Mike Silagadze, CEO of Ether.Fi, join Laura Shin to push back on that framing — and to make the case that the real problem isn't AI finding sophisticated zero-days, it's that 90% of hacks are still embarrassing opsec failures.  They cover the full threat taxonomy: opsec and parameter mistakes, contagion from bridge failures, AI-enabled social engineering, and the decentralization theater that leaves protocols unable to protect their own users.  Mike makes a pointed argument for why every serious DeFi protocol needs a hard pause button and a blacklist mechanism, while Isaac explains the three-multisig architecture that should be the minimum standard. Plus, both lay out the practical question every user should ask before putting money into any protocol. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠Isaac Patka (@isaacpatka) — Certifications Lead at Security Alliance & Co-founder of Shield3 ⁠⁠⁠⁠Mike Silagadze (@MikeSilagadze) — CEO of Ether.Fi Timestamps

Oncology Brothers
Challenging Cases in Relapsed/Refractory Acute Myeloid Leukemia (AML): Dr. Joshua Zeidner

Oncology Brothers

Play Episode Listen Later May 25, 2026 24:57


In this episode of the Oncology Brothers podcast, we dived deep into the complexities of relapsed refractory acute myeloid leukemia (AML) with expert guest Dr. Joshua Zeidner, Chief of Leukemia Research at the University of North Carolina. Listen us on: Spotify: https://open.spotify.com/show/31BXhY9FM4gPWG10WgE11o Apple Podcast: https://podcasts.apple.com/us/podcast/oncology-brothers-practice-changing-cancer-discussions/id1653340966 Follow us on social media: ⁠X/Twitter: https://twitter.com/oncbrothers ⁠Instagram: https://www.instagram.com/oncbrothers Website: https://oncbrothers.com/ Join us as we explore two challenging cases: Revumenib (menin inhibitor) demonstrated an overall response rate of ~63% in heavily pre-treated KMT2A rearrangement-positive AML patients based on the AUGMENT-101 study, with QTc prolongation and CYP3A4 drug interactions as key monitoring considerations. FLT3 inhibitors like gilteritinib and quizartinib play an important role in MRD-positive FLT3 ITD/NPM1-mutated AML post-transplant, with the MORPHO trial supporting gilteritinib as maintenance therapy.  Menin inhibitors may have a broader role in high-risk AML including NPM1-mutated disease, and re-evaluating mutational profiles at relapse is critical for optimal treatment selection.  Careful monitoring of side effect profiles, drug interactions, and MRD status is essential when navigating targeted therapy decisions in relapsed refractory AML. Throughout the episode, we discuss key practical points, including the importance of monitoring for QTc prolongation and the impact of drug interactions with CYP3A4 inhibitors. Tune in for an informative discussion that sheds light on the latest advancements in targeted therapies for AML and the evolving landscape of treatment options. Don't forget to like, subscribe, and check out our other episodes in the challenging case series, treatment algorithms, and conference highlights! #AcuteMyeloidLeukemia, #MeninInhibitor, #FLT3Inhibitor, #Hematology, #OncologyBrothers

Black Girl Couch Reviews
The Big Door Prize "Deerfest: Part Two"

Black Girl Couch Reviews

Play Episode Listen Later May 17, 2026 37:48


The Big Door Prize S1 Episode 10 "Deerfest: Part Two" Father Ruben uncovers a revelation about Hana. Meanwhile, Dusty and Cass contemplate their path ahead, and Morpho guards a new secret.Feedback : blackgirlcouch@gmail.com (audio/written)Tumblr: blackgirlcouchYoutube: ChristinaBCGInstagram: @blackgirlcouch

Indexed Podcast
The State of Tokenization in 2026

Indexed Podcast

Play Episode Listen Later May 7, 2026 53:23


In today's episode, we're diving into the state of tokenization, unpacking what “real usage” actually looks like beyond headlines. Plus, the TradFi onchain vibe shift happening at conferences.We discuss:- The suits takeover and the Agora side-event- TradFi players moving onchain (Bloomberg, S&P, and more)- “Crypto is fintech now” and the industry narrative split- State of Tokenization dashboard- Transferability vs composability: what actually makes assets useful- Permissioned wrappers, regulatory constraints, and 24/7 markets- How DeFi can learn from curated collateral standards (Morpho)- Why real estate is uniquely hard to tokenize- Better tokenization metrics: wallets, velocity, volume, DeFi deployment- Perp rails and Hyperliquid catching TradFi attention- What's next: how much TradFi volume moves onchainAnd more—enjoy—Timestamps:(00:00) Intro(03:21) TradFi moves onchain(04:35) Crypto becomes fintech(15:57) State of tokenization dashboard(20:55) Redemption frictions and heatmap(27:21) Morpho collateral rating lessons(30:35) Wrappers vs composability limits(36:55) Real estate tokenization problems(41:35) Metrics beyond tokenized value(44:22) Perps and Hyperliquid draw(52:27) Outro—Content links:Tokenization Report: https://panteracapital.com/state-of-tokenization-q1-2026-pdf/State of Tokenization Data Portal: http://tokenization.panteracapital.com/—NEW: Join the Indexed Pod group chat:https://t.me/+Jmox7c6mB8AzOWU0And our new website is live:https://indexedpod.com—Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxerhttps://x.com/sui414Follow the Indexed Podcast:https://x.com/indexed_pod—The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show!—DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

The Edge Podcast
The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier

The Edge Podcast

Play Episode Listen Later May 6, 2026 59:24


David Reising is the Founder of Lotus."Aave compresses risk. Morpho isolates it. Lotus clears it."In this episode, David walks through why avoiding bad debt has become DeFi lending's biggest self-imposed constraint and how Lotus's connected tranches, cascading liquidity, and productive debt unlock a yield curve that neither Aave nor Morpho can offer.According to David, the next battle in DeFi lending is what's inside your vault, and Lotus is the answer.------

Unchained
How Morpho Survived a $300M DeFi Hack With Only $1M Exposure

Unchained

Play Episode Listen Later Apr 29, 2026 37:46


People think of Aave and Morpho as competitors. But Morpho only lost $1 million when North Korea drained $300M from a DeFi protocol. The architecture explains why. ======================================================== Thank you to our sponsors! Coinbase One 20% off first year of annual plan + $50 Bitcoin bonus. Offer valid until May 31. coinbase.com/unchained Citrea Bitcoin changed how money works. Satya changes how Bitcoin scales. citrea.xyz/unchained Ether.fi 15% cash back on food and ride apps, 3% on everything else. ether.fi/unchained ======================================================== After North Korea's Lazarus Group drained nearly $300 million from Kelp DAO's bridge, the contagion spread fast, leaving close to $200 million in bad debt on Aave. Morpho, one of the largest lending protocols in DeFi, ended up with about $1 million in exposure.  Paul Frambot, co-founder and CEO of Morpho, explains why the protocol's modular, isolated architecture produced a different outcome, and what it reveals about how DeFi lending is supposed to work.  He also addresses the ongoing debate over whether DeFi lenders are fairly compensated for risk, the institutional reaction to the hack and what it means for the sector's timeline, the moral complexity of Arbitrum's decision to freeze stolen funds, and why formal verification may be DeFi's last line of defense in an age of increasingly powerful AI. Host: ⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠Paul Frambot, Co-founder and CEO of Morpho Labs Learn more about your ad choices. Visit megaphone.fm/adchoices

Indexed Podcast
Is DeFi dead? The biggest bank run in history

Indexed Podcast

Play Episode Listen Later Apr 28, 2026 57:04


In today's episode, we're breaking down the Kelp DAO exploit and the cascading fallout across DeFi. We unpack how a LayerZero configuration was abused to mint unbacked rsETH, how the attacker used Aave to extract liquidity, and why this turned into DeFi's first true “bank run” moment.We discuss:Kelp DAO rsETH exploit overviewLayerZero configuration and RPC attackMinting 290m unbacked rsETHBridged assets and blast radiusDepositing fake collateral into AaveHow looping and leverage amplified riskAave's monolithic pool design flawMorpho's isolated market comparisonLiquidation mechanics and bad debt$10B Aave outflows and bank runTVL quality vs headline TVLDeFi reputation and permissioned shiftAnd more—enjoy—Timestamps:(00:00) Intro(02:00) What got exploited(05:20) Restaking and looping explained(08:15) LayerZero config vulnerability(10:08) 290m rsETH minted(16:10) Depositing into Aave(18:45) Morpho vs Aave design(24:30) Governance responsibility debate(28:40) LayerZero network scale(34:55) $10B Aave outflows(41:00) DeFi reputation hit(52:00) TVL quality discussion(56:24) Outro—NEW: Join the Indexed Pod group chat:https://t.me/+Jmox7c6mB8AzOWU0And our new website is live:https://indexedpod.com—Follow the co-hosts:https://x.com/hildobbyhttps://x.com/0xBoxerhttps://x.com/sui414Follow the Indexed Podcast:https://x.com/indexed_pod—The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show!—DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

SuperPhysique Podcast Musculation
ARRÊTEZ le développé couché pour les PECTORAUX (Morpho-anatomie, tendon...)

SuperPhysique Podcast Musculation

Play Episode Listen Later Apr 24, 2026 50:21


SUPERPHYSIQUE NUTRITION : SANTÉ, LONGÉVITÉ & PERFORMANCE Boutique officielle : https://www.superphysique-nutrition.fr Aujourd'hui, je traite de l'entraînement des pectoraux lorsque l'on est un pratiquant naturel de musculation. Retrouvez toute ma méthodologie du point de vue morpho-anatomique, tendineux et mobilité afin de définir les meilleurs exercices et leurs modalités pour voir afin de prendre des pectoraux. LE PODCAST : Retrouvez Rudy Coia ,cofondateur de SuperPhysique Nutrition en 2012, pour un échange mêlant anecdotes et expertises techniques. Cet épisode traite de santé, de nutrition et d'exercice physique, avec des conseils issus de mes domaines de compétence. L'ÉQUIPE - Rudy COIA : coach musculation depuis 2006 et formateur certifié (CQP, BPJEPS, DEJEPS), il intervient auprès des particuliers et des futurs professionnels du sport. Co-concepteur des gammes SuperPhysique Nutrition, il valide chaque formulation pour garantir son adéquation avec les besoins des athlètes naturels. Il est l'auteur du "Guide de la musculation au naturel". RESSOURCES ET COACHING - Formation gratuite : https://www.rudycoia.com/newsletter/ - Coaching à distance : https://www.rudycoia.com/produit/suivi-coaching-a-distance/ - Coaching Premium : https://www.rudycoia.com/produit/coaching-premium/ - Compléments alimentaires : https://www.superphysique-nutrition.fr

The Edge Podcast
How Saturn Is Tokenizing Michael Saylor's 11.5% STRC Bitcoin Yield for DeFi | DeFi Frontier

The Edge Podcast

Play Episode Listen Later Apr 15, 2026 47:03


Ellis Osborn and Kevin Li are CoFounders of Saturn.This is the first episode in a new series by The Edge Podcast covering emerging DeFi builders. Ellis and Kevin break down how Saturn tokenizes STRC via two onchain assets, USDat and sUSDat. Michael Saylor and his team at Strategy built STRC to pay an 11.5% yield backed by Bitcoin. Saturn is building the DeFi layer on top of this STRC yield.We learn how Saturn's tokenized yield unlocks global access to STRC, higher leverage through the likes of Morpho, yield trading on Pendle, and risk tranching soon through Strata. They share more on why Saylor himself is so excited for what Saturn is working on to distribute STRC yield on Ethereum. We cover why digital credit might be superior to private credit, and how STRC could become "the risk-free rate of onchain finance."------

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News
“Bitcoin-Erfinder entdeckt” - Iran kassiert, neue Meta-KI, Verbio = Ölpreis-Zock?

OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News

Play Episode Listen Later Apr 9, 2026 13:36


Unser Partner Scalable Capital ist der einzige Broker, den deine Familie zum Traden braucht. Bei Scalable Capital gibt's nämlich auch Kinderdepots. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Iran-Waffenstillstand lässt DAX 5% steigen, Öl crasht 20%. Iran kassiert Gebühren. Trump will auch. Delta hat teuren Treibstoff. MTU kauft Drohnen-Startup. Meta zeigt neues KI-Modell. Halbleiter-Aktien feiern. Deutsche Bank zahlt Aufsichtsrat bald über 1 Mio. €. Verbio (WKN: A0JL9W) hat sich verfünffacht. Und ist gestern 15% gefallen. Biokraftstoffe, THG-Quoten und Ölpreis als Treiber. Reiner Ölpreis-Zock? Dazu Valero Energy (WKN: 908683) als breitere Alternative. Wer ist Satoshi Nakamoto? Die NYT glaubt: Adam Back. Dazu: Nordkorea klaut 280 Mio. $ von Krypto-Börse Drift. Onchain Vaults sind Trendthema. Apollo steigt bei Morpho ein. Morgan Stanley startet Bitcoin-ETF mit 0,14% Kosten. Diesen Podcast vom 09.04.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

web3 with a16z
How DeFi lending actually works (with Paul Frambot, cofounder and CEO of Morpho Labs)

web3 with a16z

Play Episode Listen Later Apr 8, 2026 18:25


What if the future of lending doesn't need banks at all? Paul Frambot, cofounder and CEO of Morpho, explains what it means to build lending infrastructure without banks, and why DeFi's real breakthrough isn't “risk-free” loans, but open, onchain markets that make lending more transparent, competitive, and efficient. In this conversation, Paul breaks down the biggest misconception in DeFi lending, how to think about risk onchain, why institutions are learning faster than expected, and where banks, asset managers, fintechs, and stablecoins fit into the next wave of adoption. He also shares his long-term vision for finance: a world where open blockchain infrastructure replaces siloed financial systems, access to capital gets broader, and financial products become cheaper, more personalized, and easier to build. Highlights:  0:00 Intro  0:36 What Morpho actually does  1:22 DeFi's biggest misconception  5:26 Why Wall Street is paying attention now  6:46 Who's adopting onchain finance first: Banks or asset managers?  9:57 The race for a Euro stablecoin  10:49 The future of finance, 5–10 years out  11:16 Why finance is still broken  13:30 What open mortgage and credit markets could become on open blockchains  15:14 The worst advice Paul's received as a founder  17:17 What's wrong with an $8 croissant (besides the obvious) Follow a16z crypto for more...  X: https://x.com/a16zcrypto  LinkedIn: https://www.linkedin.com/showcase/a16zcrypto/posts/  YouTube: https://www.youtube.com/@a16zcrypto  Substack: https://a16zcrypto.substack.com/subscribe/   *** As always, none of the following should be taken as investment, business, legal, or tax advice. Please see a16z.com/disclosures for more important information, including a link to a list of our investments. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Black Girl Couch Reviews
The Big Door Prize S1 "Father Reuben"

Black Girl Couch Reviews

Play Episode Listen Later Apr 5, 2026 43:43


The Big Door Prize S1 Episode 4 "Father Reuben" Everyone celebrates the wedding that was caused by Morpho. However, Father Ruben becomes concerned as the machine's influence grows. Feedback : blackgirlcouch@gmail.com  (audio/written) Tumblr: blackgirlcouch Youtube: ChristinaBCG Instagram: @blackgirlcouch

Tech Path Podcast
Institutions Thirsty For ETH

Tech Path Podcast

Play Episode Listen Later Mar 31, 2026 13:00 Transcription Available


This year's EthCC event in Cannes has fielded its first major announcement: the Ethereum Economic Zone.  This new effort is aimed at ending fragmentation in the Ethereum ecosystem for good.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 ethCC00:30 Sponsor: Tangem01:00 Dune: Institutions are degens02:00 Vitalik on L2's vs L102:30 EEZ Announcement03:40 EEZ Demo: L2 bridging officially dead05:00 Aave V405:30 EEZ Demo: Aave becoming fully composable06:45 When EEZ?07:40 xStocks: Nasdaq Coming To ETH, not the reverse09:00 Zama CEO: Canton will die like the “Intranet” did10:10 EEZ Privacy Incoming11:00 Post-Quantum ETH update11:30 Morpho: reveals fixed-rate markets coming12:30 Outro#Crypto #Ethereum #ETH~Institutions Thirsty For ETH

The Edge Podcast
Why Katana Is Not An L2, It's A DeFi Super App

The Edge Podcast

Play Episode Listen Later Mar 31, 2026 63:10


Matthew Fisher is CEO of Katana.Many L2s have launched, hoping the apps show up. Katana is taking a different approach, building apps itself and designing the economic engine from day one to make this all possible.In this episode, Matthew breaks down how vaultbridge assets like vbETH and vbUSDT redirect real yield from Ethereum Mainnet to active DeFi participants on Katana, why they acquired the team behind IDEX to launch Katana Perps, and their roadmap to onboard major liquidity from CEXs like OKX and fintechs like Revolut who can route liquidity through Katana for yield.------

Unchained
Uneasy Money: How the Resolv Hack Shows an Audit Doesn't Mean 'Secure'

Unchained

Play Episode Listen Later Mar 27, 2026 84:01


Chaos Labs' Omer Goldberg joins the crew to dig into the Resolv Labs exploit. Why was the USR minting function controlled by a single key? And how did audits miss it? Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠Fuse: The Energy Network ⁠⁠⁠⁠⁠ – Shift your energy use and earn rewards. ⁠⁠⁠⁠⁠⁠MultiChain Advisors -⁠⁠⁠⁠⁠⁠ The Growth & Capital Markets Partner You Need ⁠⁠⁠⁠⁠⁠Crypto Tax Girl $25 million extracted and millions more in bad debt across lending protocols. Chaos Labs founder Omer Goldberg joins Uneasy Money hosts Kain Warwick, Luca Netz and Taylor Monahan to unpack the Resolv exploit. They dive into how the exploit reveals DeFi's basic OpSec and risk judgement failings. Omer highlights the various ways it could have been prevented as Tay says protocol audits have become “security theater.” Kain questions Morpho's curator model after its pools were hit hard as the contagion spread. He also highlights markers that suggest the exploit may have been executed in panic. Beyond the Resolv exploit, the crew highlights that Aave v4 has made it out of governance, discussing the motivations behind the upgrade and whether the hub and spoke model will impact listing standards. Hosts: ⁠⁠⁠⁠⁠⁠Kain Warwick⁠⁠⁠⁠⁠⁠, Founder of Infinex and Synthetix ⁠⁠⁠⁠⁠⁠Taylor Monahan⁠⁠⁠⁠⁠⁠, Security Expert ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Luca Netz⁠⁠⁠, CEO of Pudgy Penguins Guest: Omer Goldberg, Founder and CEO of Chaos Labs Links: Unchained: Aave V4 Clears First Governance Vote with 100% Support After Months of Internal Conflict Stani Kulechov on Why Aave Labs Is Putting Itself at the Mercy of the DAO How Aave Labs and the DAO Should Split Ownership of the Brand – Uneasy Money Learn more about your ad choices. Visit megaphone.fm/adchoices

Pharma Intelligence Podcasts
How a CDMO Created a Custom Vaccine Development Project

Pharma Intelligence Podcasts

Play Episode Listen Later Mar 19, 2026 15:43


What does it take to move from concept to commercial vaccine manufacturing at speed without compromising quality or compliance? In this conversation, leaders from Alfasigma's CDMO arm, Morpho, share a detailed look at how they approached a complex vaccine technology transfer, from facility upgrades to regulatory approval. The discussion offers a grounded perspective on execution, coordination, and capability building in today's evolving CDMO landscape. This podcast explores: • The role of facility design, sterile manufacturing, and cold chain expansion • Why flexibility in equipment and formats matters for biological products • Approaches to contamination control and aseptic processing • Coordinating engineering, quality, and regulatory teams under tight timelines • What this project reveals about broader CDMO trends, from personalization to speed and sustainability

Ethereum Daily - Crypto News Briefing
EF Deploys 1k ETH Into Morpho V2

Ethereum Daily - Crypto News Briefing

Play Episode Listen Later Mar 19, 2026 3:40


EF deploys 1k ETH into Morpho V2 vaults. The SEC approves tokenized stocks on Nasdaq. Blockful prevents a Shutter DAO exploit. And Katana launches its KAT token. Read more: https://ethdaily.io/906 Earn 10% real yield on your dollars, fully onchain. Hold $BOLD, the only decentralized stablecoin rated A- by stablecoin agency, Bluechip. No vaults, no middlemen, no RWAs. Learn more on liquity.org/earn Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

How To Fail With Elizabeth Day
Atomic Kitten's Natasha Hamilton - ‘We were young and working-class. We were dismissed.'

How To Fail With Elizabeth Day

Play Episode Listen Later Mar 18, 2026 60:24


Natasha Hamilton was 16 when she signed a record deal with the girl band, Atomic Kitten. The group went on to sell over 10 million records and achieve three UK Number One singles including Whole Again and The Tide Is High. But the pressures of fame affected her mental health and made her feel isolated and judged. After five years and the birth of her first son, Hamilton quit the band. Today, Hamilton tells that story - the one that existed behind the headlines. We talk about the toxicity of 90s and early Y2K media, surviving postnatal depression and financial catastrophe after divorce. Plus we talk about why she set up her own record label, Morpho, to focus on nurturing and empowering young talent rather than - as she puts it - ‘moulding them into a product'. An amazing woman whose resilience should be an inspiration to us all! Natasha Hamilton's new single Numb is out now. ✨ IN THIS EPISODE: 00:00 Introduction 03:15 Forties And Clarity 04:47 Writing Numb 06:03 Morpho Records And Duty Of Care 08:11 Bullied But Born To Sing 14:13 Fame Tabloids And Numbness 21:40 Whole Again And Industry Bias 29:37 Making Peace With The Band 31:17 Rebuilding Sisterhood Again 31:37 Losing Pop Star Identity 32:43 Shock Pregnancy And Isolation 35:17 Postnatal Breakdown And Help 38:12 CBT And Taking Control 40:40 New Career In Beauty 46:00 Divorce Money Chaos And Recovery

Unchained
Is the DeFi Mullet Strategy the Best Way to Bring Finance Onchain?

Unchained

Play Episode Listen Later Mar 12, 2026 72:28


Sid Powell and Paul Frambot on why Apollo, Cantor, and Coinbase are quietly building their financial products on DeFi rails, and what it means for lending.  Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges.  Get started at nexo.com/unchained Onchain lending used to be a crypto-native curiosity. Now Cantor Fitzgerald is extending credit facilities through it, Apollo Global Management is acquiring governance tokens, and Coinbase users are borrowing against Bitcoin to buy houses, all running on DeFi protocols operating in the background. Maple Finance CEO Sid Powell and Morpho co-founder Paul Frambot sit at the center of this shift, and they have very different reads on what it takes to make institutional adoption real.  What are the actual limits to onchain lending growth right now? Does the DeFi mullet model work for everyone, or only for specific use cases? And as DAOs across the industry stumble under the weight of public governance, what structures actually let a protocol move fast without losing trust?  This conversation gets into the mechanics, the trade-offs, and the deals that are quietly redrawing the lines between DeFi and traditional finance. Guests: ⁠Paul Frambot, Co-Founder & CEO at Morpho Labs ⁠Sid Powell, CEO & Co-Founder of Maple Finance Learn more about your ad choices. Visit megaphone.fm/adchoices

Forward Guidance
The Global Economy Is Splitting Into Spheres | Eric Wallerstein

Forward Guidance

Play Episode Listen Later Mar 11, 2026 58:49


Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the future of bank regulation. Along the way, we also unpack AI productivity, repo market fragility, and why Latin America could be the next macro frontier. Enjoy! __ Follow Eric: https://x.com/ericwallerstein Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ 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_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Intro (02:48) Eric's Wild Year At the Fed (07:26) Tariffs And The Role of the Dollar (14:15) Iran War Market Fallout (19:46) The Energy Shock vs Growth & Rates (24:55) Unpacking The "Donroe Doctrine" (31:29) Ads (Coinbase, Arkham) (33:12) Buying The Americas (35:56) Fixing The Fed Balance Sheet (40:29) Repairing Repo (43:23) The Coming Warsh Era (47:56) Productivity Growth vs The Fed (54:00) The Fed's Duration Plan & The Treasury-Fed Accord (58:06) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

Black Girl Couch Reviews
The Big Door Prize S1 Episode 2 "Cass"

Black Girl Couch Reviews

Play Episode Listen Later Mar 8, 2026 33:10


The Big Door Prize S1 Episode 2 "Cass" Cass, struggling with the meaning of her Morpho card, hosts a dinner party with Dusty. Later, the residents of Deerfield plan to alter their lives drastically.   Feedback : blackgirlcouch@gmail.com  (audio/written) Tumblr: blackgirlcouch Youtube: ChristinaBCG Instagram: @blackgirlcouch

Forward Guidance
Is The Iran Energy Shock About To Break Markets? | Weekly Roundup

Forward Guidance

Play Episode Listen Later Mar 6, 2026 65:55


This week, we explore how the Iran escalation is stress-testing a fragile, late-cycle financial system already stretched by years of easy liquidity. We examine oil volatility, energy chokepoints, bonds failing as safe havens, and the growing risk that geopolitics could trigger a broader liquidity event. We also discuss AI CapEx, private credit stress, political tensions, and the shifting structure of global markets. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1lfBw2XOxnBjJSXeAmO8dmxrDicZuOQry/view?usp=sharing — 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_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps (00:00) Intro (06:49) Monitoring The Iran Situation (13:05) Market Risks Building (22:30) Market Headwinds, K-Shaped Economy, No Safe Havens (28:33) Ad Break (Coinbase, Arkham) (30:14) Fed Cuts And Late-Cycle Behavior (33:04) AI CapEx, LNG Risks, Hegemony Blow-Off Top (40:33) Bonds Are Dying (45:43) The Beginning of the End? (52:14) Midterms And Bipartisan Failures (57:52) Final Thoughts — Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

The Edge Podcast
Why DeFi Needs Credit Ratings And How Credora Is Building Them

The Edge Podcast

Play Episode Listen Later Mar 5, 2026 59:34


Gil Santos is Lead Quant at Credora, and Marcin Kazmierczak is CoFounder of RedStone, which recently acquired Credora.We dig into why DeFi desperately needs credit ratings, how Credora is building them, and why this is the missing piece for institutional capital to flow onchain. Gil explains the problem: DeFi has transparency of transactions but opacity when it comes to risk. You can see every trade onchain, but you can't tell if a Morpho vault is genuinely safer than another. Credora is building the Moody's and S&P for DeFi—real-time, dynamic risk ratings that update as market conditions change.In this episode, we cover:+ Why DeFi needs a ratings protocol ($10B rated, 80% Morpho TVL coverage)+ The L2Beat parallel: Raising standards for the industry+ How Credora ratings work: assessment from collateral → markets → vaults+ 2026 vision: Stablecoins to $1T, fintechs offering rated yields to retail------

Forward Guidance
The AI Productivity Boom Is Here | Luigi Buttiglione

Forward Guidance

Play Episode Listen Later Mar 4, 2026 51:53


CEO of LB Macro Luigi Buttiglione explores whether the AI-driven productivity boom marks a durable shift in the global economy or the start of new financial imbalances. We discuss U.S. exceptionalism, neutral rates and monetary policy risks, leverage in the AI buildout, public debt sustainability, and Europe's structural challenges. We also touch on geopolitical supply shocks and what they could mean for inflation and rates. Enjoy! __ Follow Luigi: https://x.com/LButtiglione_ LB Macro Portal: https://portal.lbmacro.finance/signup/ LB Macro App: https://lbmacro.finance/download/ LB Macro Substack: https://substack.com/@lbmacro Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ 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_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps (00:00) Intro (02:34) Luigi's Storied Background (04:10) AI's Productivity Disruption (15:50) Monetary Policy vs AI & Inflation (18:21) Is the U.S. Still the Best Home for Capital? (22:50) The Problems with the Europe Narrative (31:42) Ads (Coinbase, Arkham) (33:23) The Limits to Government Debt (40:12) Private Debt, AI & Bank Regulation (46:06) U.S.-Israel War with Iran (51:04) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

Empire
Building The Perfect Portfolio In 2026 | Tushar Jain & Pranav Kanade

Empire

Play Episode Listen Later Mar 3, 2026 79:59


This week, Tushar Jain & Pranav Kanade join the show to discuss the current state of markets. We deep dive into where are we in the cycle, where to allocate in 2026, how to value tokens, stablecoin chains & more. Enjoy! -- Follow Tushar: https://x.com/tushar_jain Follow Pranav: https://x.com/vaneckpk 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 -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Timestamps: (00:00) Introduction (01:20) Where Are We In The Market Cycle? (06:35) Allocating In Crypto (16:12) Coinbase Ad (16:57) DAS Plug (17:22) How To Value Crypto Tokens (32:28) Investing In Apps vs L1s (38:10) Crypto Social & Stablecoin Chains (53:00) Investing In AI (59:40) Positioning In 2026 -- 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.

Black Girl Couch Reviews
The Big Door Prize S1 "Dusty"

Black Girl Couch Reviews

Play Episode Listen Later Mar 1, 2026 0:17


The Big Door Prize S1 Episode 1 "Dusty" Family man and teacher Dusty Hubbard begins to re-evaluate his life and happiness after the arrival of a strange machine called the Morpho.   Feedback : blackgirlcouch@gmail.com  (audio/written) Tumblr: blackgirlcouch Youtube: ChristinaBCG Instagram: @blackgirlcouch

Empire
Terra vs Jane Street, Circle Earnings & Robinhood's Venture Fund | Weekly Roundup

Empire

Play Episode Listen Later Feb 27, 2026 84:15


This week, we're back with another weekly roundup where we discuss the recent lawsuit filed by Terraform Labs against Jane Street. We then deep dive into Circle's earnings, Tether's investment in Whop, Robinhood's Venture fund & more. Enjoy! -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- 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) Introduction (01:40) Terraform Labs Sues Jane Street (28:40) Coinbase Ad (29:24) DAS Plug (29:51) Circle Beats Earnings (39:32) Would You Rather Own Stripe or Circle? (46:10) Robinhood's Venture Fund  (56:04) Tether Invests $200M In Whop (01:19:37) 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.

Forward Guidance
AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation | Weekly Roundup

Forward Guidance

Play Episode Listen Later Feb 26, 2026 54:40


We discuss the latest AI productivity disruptions, market reactions to the Citrini piece, NVIDIA earnings, and why capital keeps rotating away from software toward real assets, energy, and commodities. We also explore volatility, policy distortions, and signs of economic reacceleration. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x.com/qthomp Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://x.com/ForwardGuidance Follow Blockworks: https://x.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ Weekly Roundup Charts: https://drive.google.com/file/d/1QhmyPwzHfE0pzkjIWOxHtvUolJptQPUr/view?usp=sharing — 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_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Intro (03:29) AI Boom or Apocalypse (11:10) NVDA Earnings & Dutch Disease (15:30) Software's Rerating & CapEx Winners/Losers (26:06) Are We the Horses? (29:44) Ads (Coinbase, Arkham) (31:25) Signs of Economic Reacceleration (40:36) Currencies & Vol Control (45:12) Gold, AI, Space, Hockey (48:33) Housing Market & Homebuilders (52:49) Boomer Roasting — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, sed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

Forward Guidance
What ETF Flows Are Telling Us About Investor Appetite | James Seyffart

Forward Guidance

Play Episode Listen Later Feb 25, 2026 46:24


Bloomberg ETF analyst James Seyffart discusses the $9 billion crypto ETF exodus, the spaghetti cannon approach to new ETF launches, and why the great sector rotation into energy, materials, and industrials creates the perfect environment for active managers while AI steals crypto's speculative thunder. We also dig into the risks of levered and covered call ETFs, index rebalancing, and more. Enjoy! __ Follow James: https://x.com/JSeyff Follow Felix: https://x.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Join us at Digital Asset Summit 2026 in NYC March 24-26th! Use code FORWARD200 for $200 OFF! https://blockworks.co/event/digital-asset-summit-nyc-2026 __ 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_FG&marketId=0x9103c3b4e834476c9a62ea009ba2c884ee42e94e6e314a26f04d312434191836&utm_source=FG — Timestamps: (00:00) Intro (03:25) What Happened To Crypto? (06:18) The Basis Trade (08:12) The Evolving ETF Landscape (12:48) Onboarding Institutions & Tokenization (17:47) Global Access To ETFs (20:09) Top Holders & Sellers And AI Competition (25:35) Ads (Coinbase) (26:28) Levered & Covered Call ETFs (31:00) Index Inclusions & Rebalancing (35:00) Massive Dispersion & ETF Rotations (41:07) Private Credit & Equity (45:30) Final Thoughts __ Disclaimer: Nothing said on Forward Guidance 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 opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed. #macro #investing #markets #stocks #stockmarket

Empire
Zero Just Made Blockchains 100x Better | Bryan Pellegrino & Raz Zarick

Empire

Play Episode Listen Later Feb 23, 2026 98:37


This week, Bryan Pellegrino and Raz Zarick from LayerZero join the show to discuss Zero, the 100x breakthrough in blockchain architecture. We deep dive into the Zero origin story, the roadmap for 2026, LayerZero's ultimate vision, how to build a moat in crypto, hiring top talent and more. Enjoy! -- Follow Bryan: https://x.com/PrimordialAA Follow Raz: https://x.com/ryanzarick 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 -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Timestamps: (00:00) Introduction (00:53) The Zero Origin Story (13:55) Zero's 100x Breakthrough (22:10) Achieving 2 Million TPS (32:29) Coinbase Ad (33:14) DAS Plug (33:40) How To Build A Moat In Crypto? (48:05) LayerZero's Ultimate Vision (57:37) The Impact of AI (01:06:25) Zero's Roadmap In 2026 -- 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.

Empire
Inside Dragonfly's $650m Raise | Weekly Roundup

Empire

Play Episode Listen Later Feb 20, 2026 54:17


This week, we're back with another weekly roundup where Rob walks us through Dragonfly's most recent $650M raise. We deep dive into the state of crypto VC, what allocators look for when deploying into crypto, whether tokens are investable in 2026, if Base will launch a token, and more. Enjoy. -- Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire:https://x.com/theempirepod -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- 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) Introduction (00:47) Inside Dragonfly's $650m Raise (10:57) The State of Crypto VC (30:19) Coinbase Ad (31:03) DAS Plug (31:28) Are Tokens Investable? (40:54) Will Base Launch A Token? (45:23) Hyperliquid's Policy Center (48:55) 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.

Unchained
Bits + Bips: Is AI CapEx a Bubble? And Is Inflation Already Dead?

Unchained

Play Episode Listen Later Feb 18, 2026 67:00


The Mag 7 have committed over $700 billion to AI infrastructure, but the companies building the models may never capture the value. Thank you to our sponsors: Adaptive Security Fuse: The Energy Network The BLS just quietly revised away 862,000 jobs, and real-time inflation trackers now peg price growth below 1%, less than half of what official figures report.  If the Fed is steering monetary policy with stale data, investors need to ask what else the models are getting wrong.  At the same time, the Mag 7 have committed more than $700 billion to AI infrastructure, with Anthropic alone projecting $1 trillion in revenue within five years. Is that conviction or the early stages of a debt cycle nobody is pricing?  And then there is the institutional side of crypto: BlackRock's BUIDL fund just landed on Uniswap with $2.4 billion in assets, Apollo acquired $90 million in Morpho tokens, and AI agents are already settling micropayments in stablecoins.  Austin Campbell, Ram Ahluwalia, and Christopher Perkins sit down with Truflation's CEO Stefan Rust to ask whether the numbers we trust are telling us the truth. 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 Guest: Stefan Rust, Founder and CEO of Truflation Links: Unchained:  BlackRock Just Chose Uniswap. The Market Didn't Care. Here's Why. Apollo Moves Into DeFi Lending With Morpho Token Deal UNI Spikes on BlackRock DeFi Move, Then Gives It All Back Macro: NBC: U.S. had almost no job growth in 2025 PBS: Inflation measure falls to nearly five-year low as gas prices fall and housing costs cool Crowdfund Insider: Secretary Of The Treasury Scott Bessent Calls Out Truflation's Inflation Numbers At Senate Banking Hearing AI CapEx: Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx, Top Analyst Explains Why This Makes It 'Hard' To Bet Against Nvidia CIO: Data center capex to hit $1.7 trillion by 2030 due to AI boom Reuters: OpenClaw founder Steinberger joins OpenAI, open-source bot becomes foundation Learn more about your ad choices. Visit megaphone.fm/adchoices

Empire
MegaETH in 2026 & Ethereum's L2 End Game | Brett DiNovi & Lei Yang

Empire

Play Episode Listen Later Feb 16, 2026 77:07


This week, Brett DiNovi and Lei Yang join the show to discuss the path forward for L2s. We deep dive into why we need L2s, MegaETH's 2026 roadmap, how to build a successful ecosystem, lessons learned from building MegaETH, and more. Enjoy! -- Follow Brett: https://x.com/bread_ Follow Lei: https://x.com/yangl1996 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 -- Join us at DAS (Digital Asset Summit) in New York City this March! Follow the link below to grab your ticket, and use code EMPIRE200 to get $200 off your ticket! https://blockworks.co/event/digital-asset-summit-nyc-2026 -- Timestamps: (00:00) Introduction (01:57) Vitalik's Post On L2s (05:30) Do We Need L2s? (11:52) What's MegaETHs Moat? (29:00) Ethereum's Security Value (33:53) Coinbase Ad (34:38) DAS plug (35:03) Value Accrual & What's Next For MegaETH? (51:49) How To Build An Ecosystem? (1:09:14) Lessons Learned From Building MegaETH -- 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.

Thinking Crypto Interviews & News
WALL STREET IS BUYING ALTCOINS! CHARLES SCHWAB STABLECOIN PLANS REVEALED!

Thinking Crypto Interviews & News

Play Episode Listen Later Feb 16, 2026 20:25 Transcription Available


Crypto News: Wall Street giant Apollo deepens crypto push with Morpho token deal. Charles Schwab is staffing up to build its stablecoin. XRP outruns bitcoin, ether after investors piled into the recent crash. Brought to you by

Empire
The Clarity Act, State of Crypto VC & LayerZero Launches Zero | Weekly Roundup

Empire

Play Episode Listen Later Feb 13, 2026 75:56


This week, Rebecca Rettig joins the show to discuss the latest happening in Washington and what it means for crypto. We deep dive into the Clarity act, how to regulate prediction markets, who's crypto's enemy now, the state of crypto VC, LayerZero's Zero announcement and more. Enjoy! -- Follow Rebecca: https://x.com/RebeccaRettig1 Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://x.com/theempirepod -- Referenced In The Show: https://open.spotify.com/episode/67w8irQ06j6ZH38FsXSShf?si=5633bb7bb6a248b9&nd=1&dlsi=d7d519562e884e70 -- 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 -- Timestsamps: (00:00) Introduction (01:57) The State of Crypto Policy In DC (27:24) Coinbase Ad (28:08) Das Plug (28:34) Prediction Markets (36:50) Who's Crypto's Enemy Now? (52:35) The State of Crypto VC (01:01:15) LayerZero's Zero Announcement (01:13:01) 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.

Empire
How Rain Grew To A $2B Company | Charles Yoo-Naut

Empire

Play Episode Listen Later Feb 9, 2026 72:58


This week, Charles Yoo-Naut joins the show to unpack Rain's explosive growth and what's next for crypto payments. We deep dive into the Rain origin story, their recent $250M fundraise, partnering with Visa, who wins the crypto card race, how Rain grew to a $2B company, and more. Enjoy! -- Follow Charles: https://x.com/cnaut Follow Jason: https://x.com/JasonYanowitz 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 -- "Mantle Global Hackathon 2025 is live! Running from Oct 22 to Dec 31, Mantle invites builders to design the future of Real-World Assets (RWAs) on its modular L2 stack. Key Highlights: - $150,000 Prize Pool + Grants & Incubation opportunities - Access to Bybit's 7M+ verified users - Judges from Bybit Ventures, Spartan, Animoca Brands - 6 Tracks: RWA/RealFi, DeFi, AI, ZK, Infra, GameFi Join the Hackathon: https://www.hackquest.io/vi/hackathons/Mantle-Global-Hackathon-2025" -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks -- Timestamps: (00:00) Introduction (00:52) The Rain Origin Story (15:23) Partnering With Visa (30:05) The Opportunity In Emerging Markets (36:48) Ads (Coinbase, Mantle, VanEck, Uniswap) (40:16) The Crypto Card Race, Agentic Payments & Onchain Credit (48:00) What Chains Does Rain Work With? (53:28) Rain's Journey To Raising $250m (01:03:00) How Rain Grew To A $2B Company -- 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.

Empire
Why Is Crypto Crashing? | Weekly Roundup

Empire

Play Episode Listen Later Feb 6, 2026 75:39


This week, Josh Lim from FalconX joins the show to discuss the recent market sell-off. We deep dive into Josh's outlook for 2026, who is crypto's marginal buyer, the Ethereum L2 roadmap, Kyle Samani's announcement of leaving Multicoin and more. Enjoy! -- Follow Josh: https://x.com/joshua_j_lim 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 -- (00:00) Introduction (03:41) State of the Market (08:48) Are L1s Still Overvalued? (18:45) The Hyperliquid End Game (37:27) Bitcoin's Quantum Threat (47:30) Ethereum's L2 Roadmap (01:01:45) Kyle Samani Leaves Multicoin (01:03:57) Why Is Josh Still In Crypto? -- 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.

Empire
Why BitGo Went Public | Mike Belshe

Empire

Play Episode Listen Later Feb 2, 2026 79:17


This week, we're joined by CEO and Co-founder of BitGo, Mike Belshe, to discuss BitGo's IPO, their motivations for going public, and the IPO process. We dive into allocation decisions, key product growth areas, and views on regulation, crypto market structure, and future industry evolution. Enjoy! – Follow Mike: https://x.com/mikebelshe Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.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: (01:50) BitGos IPO & Early Supporters (07:22) Why go public (09:45) The IPO Process (30:39) Determining Allocations (37:49) Ads (Coinbase) (38:41) BitGos Role as an infrastructure company (46:15) BitGo's Fastest Growing Products (58:20) BitGo going forward (01:02:37) Web2 vs web3 (01:06:41) BitGo's Journey & Lessons Learned (01:14:39) Replacing the Incumbents —-- 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.

Empire
The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup

Empire

Play Episode Listen Later Jan 30, 2026 78:22


This week, we break down the evolving DePIN thesis, from real revenue traction to infra financing, regulation, and why some networks are finally compounding at scale. We also discuss the boom in Hyperliquid RWAs, bringing money & companies onchain, 2026 IPOs, and more. Enjoy! -- Follow Salvador: https://x.com/DAnconia_Crypto  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 (00:44) Escape Velocity $61.74M Raise (05:500 The Case For DePIN (12:34) InfraFi And Bringing Money Onchain (22:07) Bear Case For DePIN And Top DePINs (30:57) Ads (Coinbase) (31:42) Metals And Hyperliquid RWAs (43:31) Crypto Integration Into FinTech (55:18) The State Of Compliance (58:49) 2026 IPOs (01:04:38) The Carvana Of Crypto (01:09:220 Content Of The Week (01:15:29) Claude Cowork -- 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.

Bankless
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala

Bankless

Play Episode Listen Later Jan 19, 2026 62:55


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. ------