Podcasts about onchain

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Best podcasts about onchain

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Latest podcast episodes about onchain

Late Confirmation by CoinDesk
The $200 Trillion Credit Market Is Moving Onchain. Morpho Is Building the Rails.

Late Confirmation by CoinDesk

Play Episode Listen Later Aug 12, 2026 18:48


Paul Frambot, co-founder and CEO of Morpho, has spent years making the case that crypto was never supposed to be a product, it was always supposed to be the pipes. In this episode of Spotlight, he breaks down how Morpho's open credit network connects borrowers with tens of thousands of lenders globally to deliver better terms, deeper liquidity, and access to credit for people the traditional system has long ignored. - Timecodes: 0:00 - "The infrastructure is the blockchain" 1:20 - What is Morpho's "open credit network"? 2:41 - How Morpho differs from Aave and Compound 4:24 - Building infrastructure vs. speculation 7:23 - Morpho Blue vs. Morpho Midnight explained 10:03 - Tokenization and expanding borrowing assets 13:26 - Apollo's 9% stake in Morpho's governance token 15:29 - What's still keeping banks off-chain 17:02 - Vision for success 18 months from now - From our sponsors: This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. RealFi is launching August 2026. Join the Testnet now at realfi.co. - Check out CoinDesk Research's report on Anvil's on-chain collateral layer and what it means for the future of secured credit at: https://www.coindesk.com/research/anvil-the-missing-collateral-layer

Logan Jastremski Podcast
Why AI is Unbundling Faster Than You Think with Tarun Chitra | Ep 164

Logan Jastremski Podcast

Play Episode Listen Later Aug 11, 2026 73:04


My conversation with Tarun Chitra.As a co-founder of Gauntlet and GP at Robot Ventures, Tarun has one of the sharpest frameworks for understanding market structure across both crypto and AI. In this episode we dig into why open-source AI is unbundling faster than most people expect, and how the resulting stack looks surprisingly similar to DeFi.We spend a lot of time mapping the AI infrastructure layers directly onto crypto primitives and examining where value is actually going to accrue as models, harnesses, routers, and inference providers separate.At the center of the conversation is the belief that AI's unbundling is creating a new competitive order-flow market (data centers competing like nodes, MEV-like dynamics for tokens/GPUs) while crypto itself has settled into a more mature “TradFi plus+” phase focused on trading, payments, and bringing real assets on-chain.We discuss:- The current state of crypto as TradFi+ and the decline of speculative narratives- Why AI is killing Bitcoin mining economics and weakening ETH value accrual- The architectural parallel between AI stacks and DeFi Harnesses = WalletsRouters = DEX aggregators,Models = ProtocolsInference Providers = LPs- Why open-source models are unbundling faster than traditional software- Agents as the next interface layer and the potential unbundling of ETFs- Cryptography, verifiable compute, and turning GPUs into digital assets- Onchain compute trading as the real crypto × AI opportunity- Sustainable business models and where value will ultimately captureTimestamps:0:00 – Introduction & State of the Crypto Market (TradFi+)2:00 – Speculative Narratives Fade, Trading & Payments Remain7:00 – AI's Impact on Bitcoin Economics & Data Center Opportunity Cost9:00 – ETH Value Accrual, Solana Positioning & DeFi Token Sustainability15:00 – Trading Design Space & On-Chain Volume Upside25:00 – AI Unbundling Thesis: Open-Source Models vs Data Centers35:00 – The DeFi Mapping (Harnesses, Routers, Models, Inference)48:00 – Agents, Preference Expression & Unbundling Traditional Products1:00:00 – Real-Time Harness Generation & Active Learning1:05:00 – Cryptography, Verifiable Compute & On-Chain GPU Markets1:10:00 – Closing Thoughts: Where Value Accrues NextEnjoy!

Unchained
Could Some Vaults Trigger Securities Law? Yes, but It's Case by Case

Unchained

Play Episode Listen Later Aug 9, 2026 34:04


Onchain vaults now hold $67B. Veda's CEO maps out how they work, and why the SEC just hinted some could be securities. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== SEC Commissioner Hester Peirce warned recently that some crypto vaults could trigger federal securities law, invoking the same Howey Test language crypto has argued over for a decade, just as onchain vaults have quietly become a $67 billion vehicle for parking assets. Sun Raghupathi, cofounder and CEO of Veda, joins Laura Shin to untangle what a vault actually is, why splitting the infrastructure, curator, and distributor roles matters for the entrepreneurial-effort question Peirce raised, and why he reads her statement as bullish rather than a warning shot. Raghupathi maps the real risk stack behind vaults, smart contract flaws, the key-management failures behind incidents like KelpDAO and Drift, and the economic risk exposed when Stream Finance blew up and left $285 million in vault exposure.  He also details Veda's Kraken partnership, now scaled past $600 million across 80,000 users, and makes the case that the biggest constraint on vault growth isn't security anymore. It's clarity. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sun Raghupathi - Co-Founder and CEO of Veda Timestamps

Unchained
Could Some Vaults Trigger Securities Law? Yes, but It's Case by Case

Unchained

Play Episode Listen Later Aug 9, 2026 34:04


Onchain vaults now hold $67B. Veda's CEO maps out how they work, and why the SEC just hinted some could be securities. ======================================================== Thank you to our sponsor! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cape⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at cape.co/unchained (use code: UNCHAINED). ======================================================== SEC Commissioner Hester Peirce warned recently that some crypto vaults could trigger federal securities law, invoking the same Howey Test language crypto has argued over for a decade, just as onchain vaults have quietly become a $67 billion vehicle for parking assets. Sun Raghupathi, cofounder and CEO of Veda, joins Laura Shin to untangle what a vault actually is, why splitting the infrastructure, curator, and distributor roles matters for the entrepreneurial-effort question Peirce raised, and why he reads her statement as bullish rather than a warning shot. Raghupathi maps the real risk stack behind vaults, smart contract flaws, the key-management failures behind incidents like KelpDAO and Drift, and the economic risk exposed when Stream Finance blew up and left $285 million in vault exposure.  He also details Veda's Kraken partnership, now scaled past $600 million across 80,000 users, and makes the case that the biggest constraint on vault growth isn't security anymore. It's clarity. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Laura Shin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sun Raghupathi - Co-Founder and CEO of Veda Timestamps

Ethereum Daily - Crypto News Briefing
BlackRock OnChain Shares Tokenized Fund

Ethereum Daily - Crypto News Briefing

Play Episode Listen Later Aug 4, 2026 5:51


BlackRock launches two tokenized funds on Ethereum. The Ethereum Foundation shares a monthly Protocol update. Uniswap launches Uniswap Earn. And POAP winds down. Read more: https://ethdaily.io/eth-daily-news-august-3-2026 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

Blockchain Won't Save the World
S4E44 Fairmint - Onchain Equity & Funding w. Joris Delanoue (CEO)

Blockchain Won't Save the World

Play Episode Listen Later Aug 1, 2026 52:02


We've been raising funds with blockchain and crypto for a decade. But one team believed in a vision that is only now coming to reality. And you need to hear their story.Joris believed that Blockchains will create the ability for all assets to act as 'APIs' and unlock better capital, equity financing and growth... But to do so, he needed to wait for the rest of the world to catch up to his vision.Fast forward to 2026: the entire financial services industry is sold on Blockchain technology. Tokenisation of everything is ongoing. Even the regulators are pushing things forward. So what comes next?On this show we discuss:- An intro to Joris and Fairmint- The history of on-chain equity (the last 10 years)- Getting subpoena'd by Gary Gensler- Opportunities for on-chain compliance and data oracles- What more is needed to see wider adoption of onchain equityThis is one of the best shows we've done in Season 4, so don't miss it!

Late Confirmation by CoinDesk
BNY Moves $8.6 Trillion Fund Business Onchain | CoinDesk Daily

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 29, 2026 1:32


BNY's $8.6T move onchain. BNY is bringing its transfer agency business — which services about $8.6 trillion across 7.6 million accounts — onto the blockchain, with Baillie Gifford, BlackRock and Dreyfus lined up to use it. It's one of Wall Street's biggest bets yet on tokenized funds. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ realfi.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. - Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ledn.io⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - JPEG Trading is a global proprietary trading firm specializing in cryptocurrency and decentralized finance markets. From market structure and liquidity provision to quantitative trading strategies, JPEG Trading operates across the full spectrum of blockchain-based assets. Follow @jpegtrading on X to stay ahead of the latest developments in digital asset markets:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://x.com/jpegtrading⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

0xResearch
Trading CLARITY, Bitcoin Bottom Signal, Are Vaults Securities & The Onchain Revival

0xResearch

Play Episode Listen Later Jul 29, 2026 57:28


Crypto's regulatory window is closing, but is the market already finding its floor? This week, Ryan and Marc join Luke to weigh fading CLARITY Act odds and surprise upside trades against broader signs that crypto may be approaching its cyclical low. They also unpack SEC scrutiny of DeFi vaults, Aave versus Morpho, Bitcoin's multi-year bottom signal, and why Fake World Assets could revive onchain experimentation. Enjoy! TIMESTAMPS: 00:00 Intro 02:46 Can The CLARITY Act Pass? 06:31 Trading A CLARITY Upside Surprise 16:08 Are DeFi Vaults Securities? 21:04 Aave Versus Morpho 26:31 Has Bitcoin Found Its Bottom? 39:49 Inside Fake World Assets 54:29 The Onchain Revival FOLLOW THE SHOW › 0xResearch – https://x.com/0xResearch › Luke – https://x.com/0xMether › Marc – https://x.com/marcarjoon › Ryan – https://x.com/AvgJoesCrypto › Telegram – https://t.me/+UFFz4z3qyrhhMDYx › Blockworks – https://x.com/Blockworks Check out Blockworks Research today! Research, data, governance, tokenomics, and models – all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Empire
Robinhood's Plan to Bring Global Finance Onchain | Johann Kerbrat

Empire

Play Episode Listen Later Jul 27, 2026 42:33


What happens when Robinhood turns crypto from a trading feature into the backbone of its global financial platform? This week, Robinhood's GM of Crypto, Johan Kerbrat, explains how Robinhood Chain connects DeFi, tokenized assets, and mainstream users. We explore global access, permissionless development, strategic partnerships, token economics, and whether equities and crypto eventually converge. Enjoy! TIMESTAMPS: 00:00 Intro 00:59 Robinhood's Onchain Vision 04:46 Will Robinhood Move Fully Onchain? 11:07 Inside Robinhood Chain's Explosive Launch 14:33 Building The Chain For Adoption 16:15 Ads (peaq) 17:00 Building Robinhood's DeFi Stack 21:20 Why DeFi Partners Stay Independent 26:58 Tokenized Equities Go Global 30:38 Robinhood's Crypto Growth Strategy 34:52 Competition And Financial Convergence Robots will soon outnumber humans onchain. peaqOS turns them into a new trusted liquid asset class, with yield tied to real-world workloads. It gives robots all they need to do business on any chain — and lets humans earn from automation. Explore the Machine Economy: https://peaq.xyz FOLLOW JOHANN › X/Twitter – https://x.com/JohannKerbrat › Robinhood Crypto – https://x.com/RobinhoodCrypto FOLLOW THE SHOW › Empire – https://x.com/theempirepod › Jason – https://x.com/jasonyanowitz › Telegram – https://t.me/+CaCYvTOB4Eg1OWJh › Blockworks – https://x.com/Blockworks EVENTS › Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th https://blockworks.com/events DISCLAIMER Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

The Edge Podcast
How Morpho Built Through This Bear Market, And Just Launched New Fixed Rate Markets for DeFi

The Edge Podcast

Play Episode Listen Later Jul 24, 2026 44:46


Paul Frambot is the CoFounder and CEO of Morpho.In this episode, we discuss how Morpho has built through one of crypto's hardest bear markets, thriving off major integrations with CEXs and fintechs like Coinbase and Robinhood, plus partnerships with TradFi players like Apollo.We get a first look at Morpho Midnight, screensharing their biggest product launch yet, introducing a new primitive for DeFi fixed rate lending and borrowing. We cover what Midnight means for leveraged positions and loopers, and why fixed rates are a non-negotiable condition for serious institutional capital entering DeFi.------

Late Confirmation by CoinDesk
"Getting The Fortune 500 Onchain is The Primary Goal"

Late Confirmation by CoinDesk

Play Episode Listen Later Jul 22, 2026 23:32


Dan Romero, who leads go-to-market at Tempo, joins Sam Ewen with a 12-year crypto perspective that stretches from the early days at Coinbase to building Farcaster to now focusing entirely on stablecoin payment rails. He breaks down why these three things: regulation, infrastructure, and distribution, have finally aligned to make real world crypto adoption possible, and why Tempo's betting on being the best payments chain rather than a general purpose blockchain. - Timecodes: 0:00 – Intro on stablecoin yield philosophy 1:20 – From Farcaster to Tempo: the through line 2:56 – The market split: speculation vs. stablecoins 5:37 – Regulatory tailwinds from the Genius Act 8:41 – How yield on Tempo works 14:23 – Balancing privacy and transparency 17:38 – What it takes to win in payments infrastructure 21:01 – Why compliance matters 22:25 – Outlook on the Genius Act rulemaking - From our sponsors: Ledn provides a secure and transparent way to access liquidity while maintaining your bitcoin holdings. Perfect 8 year track record of keeping clients assets safe. Don't sell your bitcoin. Get a bitcoin-backed loan. Check out your rate by using their loan calculator at ledn.io - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - Check out CoinDesk Research's report on Zcash's push toward private scale and quantum resilience at: https://www.coindesk.com/research/building-the-zcash-machine-tachyon-and-quantum-readiness - "Spotlight" features host Sam Ewen.

The Signal
Bitcoin's Bear Market Is 80% Over? One More Lower Low Coming?

The Signal

Play Episode Listen Later Jul 22, 2026 43:38


Bitcoin may be 80% through its bear market, but the bottom still isn't confirmed. Ryan and Mike unpack weak demand, rising macro pressure, the risk of one more lower low, and why $63K and $73K now matter most.----

The Bitcoin.com Podcast
Real Finance CEO on RWAs, Tokenization & the Future of Onchain Finance

The Bitcoin.com Podcast

Play Episode Listen Later Jul 21, 2026 25:17


Real-world asset (RWA) tokenization is still in its early stages—and according to Real Finance CEO and co-founder Ivo Grigorov, tokenized Treasuries are only the beginning.In this conversation, Alex Richardson speaks with Ivo about building an EVM-compatible Layer 1 purpose-built for RWAs, the infrastructure needed for institutional adoption, and why custody, insurance, validator design, and standardized frameworks will be key to bringing traditional finance on-chain.They discuss:- Why tokenized Treasuries may become just one part of the long-term RWA market- Bringing revenue-generating assets on-chain- The role of the ASSET token within the Real Finance ecosystem- Institutional partnerships and adoption strategies- Euro stablecoins and the Real Finance mainnet roadmap- Why Ethereum compatibility matters for institutional financeIf you're interested in tokenization, RWAs, stablecoins, institutional crypto adoption, and the future of onchain finance, this episode is for you.

The Wolf Of All Streets
There's NO Chance Trillions Move Onchain Until We Solve This

The Wolf Of All Streets

Play Episode Listen Later Jul 18, 2026 31:34


Ran Hindi explains why privacy is the biggest obstacle preventing institutions from moving trillions of dollars onchain. He argues that public blockchains are simply too transparent for real-world finance, and that Zama is building the blockchain equivalent of HTTPS by adding confidential transactions to networks like Ethereum and Solana. The conversation explores how encrypted stablecoins, private DeFi, and confidential onchain finance could unlock institutional adoption without sacrificing compliance, ultimately making privacy the default layer for blockchain transactions rather than a niche feature. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lightspeed
The Future of Onchain Collateral | Misha Putiatin

Lightspeed

Play Episode Listen Later Jul 7, 2026 50:02


Gm! In today's episode, we're joined by Misha Putiatin, Co-Founder of Symbiotic, to discuss the evolution of shared collateral infrastructure, the launch of Core V2, and the future of bringing real-world assets onchain. We also cover liquidity, composability, risk management, compliance challenges, institutional adoption, and Symbiotic's roadmap for expanding collateral markets and DeFi integrations. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Symbiotic: https://x.com/Symbioticfi Follow Misha: https://x.com/Psalom 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 (1:14) Misha's Crypto Origin (6:38) Beyond Shared Security (9:32) Permissionless Collateral Markets (13:02) Core V2 Explained (16:15) Unlocking RWA Liquidity (22:04) Making RWAs Composable (31:09) Managing Collateral Risk (40:30) Symbiotic's Next Milestones (48:10) 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.

Thinking Crypto Interviews & News
Stellar Adoption Surges! DTCC Tokenization, MoneyGram's Stablecoin & Bermuda Onchain! | Denelle Dixon

Thinking Crypto Interviews & News

Play Episode Listen Later Jun 30, 2026 37:10 Transcription Available


Denelle Dixon, CEO and Executive Director of the Stellar Development Foundation, joined me to discuss how institutions such as the DTCC and governments, including Bermuda, are adopting the Stellar blockchain.Topics: - DTCC picked Stellar as the first public blockchain to connect to its upcoming tokenized securities settlement platform - MoneyGram launches MGUSD, a U.S. dollar-backed stablecoin on Stellar - Bermuda Taps Stellar Network to Build the World's First Fully Onchain National Economy - Crypto's impact on Web Monetization Brought to you by

Lightspeed
The Future of Finance Starts Onchain | Armani Ferrante

Lightspeed

Play Episode Listen Later Jun 30, 2026 70:43


Gm! In today's episode, we're joined by Armani Ferrante, founder and CEO of Backpack, to discuss the evolution of Backpack, tokenized equities, regulatory strategy, and building a crypto-native financial institution. We also explore Solana's growth, market structure, token design, 24/7 stock trading, global financial infrastructure, and the long-term role of tokenized assets and decentralized networks. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Backpack: https://x.com/Backpack Follow Armani Ferrante: https://x.com/armaniferrante 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 (1:44) Armani's Solana Journey (13:28) Why Backpack Chose Regulation (23:34) Building Crypto's Financial Stack (35:38) Tokenized Stocks at Scale (45:42) Tokens, Equity, and Incentives (59:03) The Future of Tokenized Assets (1:09:28) 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

0xResearch
The Onchain Equity Boom

0xResearch

Play Episode Listen Later Jun 26, 2026 62:06


In this episode we discuss Strategy's financing approach and Bitcoin market dynamics, the rise of tokenized equities on Solana, evolving onchain market structure and trading infrastructure, competition among tokenized stock issuers, investment implications for related protocols, and indicators that could signal a potential Bitcoin cycle bottom. 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 Sam: https://x.com/minnus Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Luke: https://x.com/0xMether -- Blockworks Research BNB Dashboard: https://blockworks.com/analytics/bnb -- 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 (1:16) Strategy's Bitcoin Stress (8:07) BitMine's Preferred Bet (12:37) BNB Investor Relations Dashboard (13:27) Solana Equity Volumes Surge (21:17) PropAMMs vs Pools (31:51) SpaceX Leads Tokenized Stocks (35:27) Equities Flip Memes (43:42) Equity Perps Hit Highs (47:48) Trading the Equity Boom (59:18) Bitcoin Cycle Bottom? (1:01:45) 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.

BlockHash: Exploring the Blockchain
Ep. 743 Tenderly | Simulating Capital Onchain (feat. Andrej Bencic)

BlockHash: Exploring the Blockchain

Play Episode Listen Later Jun 10, 2026 25:30


For episode 743 of the BlockHash Podcast, host Brandon Zemp is joined by Andrej Bencic, CEO and Co-Founder of Tenderly, the simulation company for onchain institutions. An engineer by background, he co-founded Tenderly in 2018 and has spent the last eight years building it into the operational layer beneath crypto's most sophisticated protocols, enabling engineering, finance, and risk teams to model every onchain action against the live system before any capital or customer is exposed.  

Bowl After Bowl
Episode 442 ★ Only Coffee Wake Up Brain

Bowl After Bowl

Play Episode Listen Later Jun 10, 2026 220:10


This week Spencer and Laurien unpack an eclectic mix of news with their signature flair. In the Top Three 33, they highlight blaze of 33 hybrid cars on fire. There's a bunch of wonky weed news Behind the Curtain including lady basketball players getting the A-OK to use it off court. The word salad of On Chain, Off Chain, Cocaine, Shitstain involves Spence covering the degenerate trade bro gambling stories your uncle keeps reading and, on the lanes -- well, you don't have a license for that. Producers: Rev.Hodl, Kevin S, Logues, RevCyberTrucker, ChadF, RnR Andy Brash, cbrooklyn, HeyCitizen++, Boolysteed, piranesi, Reed

TezTalks Radio
123: How Metals.io Is Bringing Real Assets Onchain

TezTalks Radio

Play Episode Listen Later Jun 9, 2026 28:53 Transcription Available


Enjoyed our podcast? Shoot us a text and let us know—because great conversations never end at the last word!This week on TezTalks Radio, host Brandon Langston welcomes back Ben Elvidge to discuss the next evolution beyond Uranium.io: **Metals.io>.Last time, the conversation focused on uranium and the challenge of making a difficult physical commodity accessible through modern financial infrastructure.This time, the lens gets much wider.Metals.io expands that vision into a broader universe of materials including gold, uranium, strategic metals, and upcoming additions like cobalt, silver, palladium, and nickel. At the heart of the discussion is a simple question:Why are some of the world's most important materials still so difficult for ordinary investors to access directly?

DeFi Slate
Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)

DeFi Slate

Play Episode Listen Later Jun 9, 2026 30:19


Sam Kazemian breaks down why the Genius Act's 120-day default acceptance is the most bullish structural change for compliant stablecoins, why you can't vibe code liquidity or DeFi integrations regardless of AI, and why the stablecoin supply step function could arrive in 6 to 8 months.Sam Kazemian is Founder of Frax Finance, the protocol behind FRAX USD, a Genius-compliant decentralized stablecoin operating system.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Genius Act Q1 202701:28 120-Day Default Acceptance03:40 FRAX USD Genius Compliant04:07 Biggest Stablecoin On Aave08:05 Can't Vibe Code Liquidity09:06 Investable DeFi Tokens Breakdown12:42 Two Types Of Stablecoins15:20 New On-Chain Assets Coming19:15 Supply Growth Drives Buybacks23:18 Reinvest Now Burn Later27:33 Institutional Players Move Slower28:41 Stablecoin Step FunctionGuest Socials:Sam Kazemian X: https://x.com/samkazemianFrax Finance X: https://x.com/FraxFinanceFrax Finance Website: https://frax.com/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

MoneyNeverSleeps
The Onramp Bringing TradFi Onchain | Martin Watkins | Montis [EP. 317]

MoneyNeverSleeps

Play Episode Listen Later Jun 5, 2026 11:56


Martin Watkins is CEO of Montis Group, which is building a blockchain-native central securities depository — the settlement and issuance layer that makes tokenized assets work as real financial products. With 30 years inside Euroclear, AtosEuronext and EY, Martin chose to build the infrastructure the market was missing rather than keep advising on the existing system. We get into what a digital CSD unlocks for collateral mobility, why the ECB's DLT eligibility confirmation matters, and what Luxembourg's Blockchain Law IV could mean for Ireland's €5 trillion funds industry.Find Martin at info@montis.digital or visit montis.digitalSubscribe on Spotify: https://open.spotify.com/show/4F8uOLxiscYVWVGEfNxTndCHAPTERS00:00 The doom loop that tokenization solves00:27 Introduction01:13 Martin Watkins welcome01:18 30 years inside the plumbing of capital markets03:50 What a blockchain-native CSD does differently05:48 The Friday afternoon collateral problem06:22 The 24/7 problem in tokenized funds07:46 The Irish question: settlement finality and €5 trillion in fund assets09:27 Legal certainty, portfolio managers and the velocity of capital10:39 Why the market infrastructure isn't there yet — but nearly is11:20 How to reach Martin and MontisMoneyNeverSleeps: Sharp riffs, big ideas and real insights from smart people — all in under 15 minutes. Hosted by early-stage investor Pete Townsend with the people rebuilding money, markets, and the internet from the ground up.moneyneversleeps.ieLinkedIn: https://www.linkedin.com/in/petetownsendnv/X/Twitter: https://x.com/PeteTownsendNVInstagram: https://www.instagram.com/petetownsend353/Email: info@norioventures.com

Indexed Podcast
Did AI Trading Agents Actually Work?

Indexed Podcast

Play Episode Listen Later Jun 4, 2026 54:23


Did AI Trading Agents Actually Work?Today we're diving into AI trading agents, the rise of DeFAI, and whether autonomous trading bots are actually generating alpha. We discuss: AI trading agents and the DeFAI hype cycle  Eliza, Virtuals, and agentic trading products  Onchain tracking vs qualitative research  Whether agents actually made money  Early wins, later losses, and extractive markets  Alpha Arena and AI model trading competitions  Why sample size matters for agent experiments  Agent reliability, harnesses, and model variability  AI workflows, Dune MCP, and product building  ChatGPT, Claude, Cursor, and personal productivity  Ethereum bearishness, EVM success, and ETH value capture  Stablecoins and prediction markets as local bull markets And much more—enjoy! — Timestamps: (00:00) Introduction (00:46) AI trading agents (01:26) DeFAI product promises (04:55) Eliza and Virtuals (05:08) Research methodology (12:58) Biggest wallet gains (14:48) Profitability fades (16:19) Alpha Arena experiment (19:18) Sample size problem (25:57) Learning from competitions (31:51) Dune MCP workflows (42:04) Ethereum bearishness (53:41) Outro —Content links:Agentic Trading paper: https://arxiv.org/abs/2605.29174*Tweet 1: https://x.com/jay_azhang/status/1996301170281795607?s=20Tweet 2: https://x.com/jay_azhang/status/1996984618751611006?s=20Tweet 3: https://nof1.ai/leaderboard —Follow the co-hosts:https://x.com/hildobby https://x.com/0xBoxer https://x.com/sui414Follow the Indexed Podcast:https://x.com/indexed_pod — The Indexed Podcast discusses hot topics, trendy metrics and chart crimes in the crypto industry, with a new episode every 1st and 3rd Thursday of the month, brought to you by wizards @hildobby @0xBoxer @sui414.Subscribe/follow the show and leave a comment to help us grow the show! —DISCLAIMER: All information presented here should not be relied upon as legal, financial, investment, tax or even life advice. The views expressed in the podcast are not representative of hosts' employers views. We are acting independently of our respective professional roles.

Lightspeed
Building the Onchain Brokerage: Glider's Vision for Investing | Brian Huang

Lightspeed

Play Episode Listen Later Jun 2, 2026 51:23


Gm! In this episode, we're joined by Brian Huang, Co-Founder of Glider, to discuss his journey from institutional trading and crypto custody to building an onchain investing platform. We explore the rise of tokenized assets, portfolio automation, chain abstraction, DeFi yield opportunities, risk management, institutional adoption, and the future of personalized investing. Brian also shares Glider's vision for automated investment workflows and the next generation of onchain financial products. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Glider: https://x.com/glider__ Follow Brian: https://x.com/BrianInCrypto 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 (1:28) Brian's Crypto Origin (3:52) Why Glider Exists (8:47) Wallets Need Better UX (13:38) Personalized Investing Arrives (17:38) Automated Strategies (24:18) Tokenized Stocks Reality Check (28:31) Abstracting DeFi Complexity (33:04) Curating Onchain Risk (36:39) Insurance Tradeoffs (43:34) Glider's Roadmap (50:28) 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.

The Edge Podcast
Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It

The Edge Podcast

Play Episode Listen Later May 30, 2026 67:35


David Vatchev is Head of Tokenization at Fasanara, Arpan Gautam is the Founder at Noon, and Rob Montgomery is the CoFounder at infiniFi.In this episode, David, Arpan, and Rob break down why not all private credit is the same, and why the short duration, asset-backed, diversified kind is fundamentally different from what's causing problems in TradFi. They walk through how Noon and infiniFi independently chose to allocate to Fasanara, how the First Brands Group bankruptcy stress-tested their thesis in real time, and what tokenized private credit needs to get right in its next phase for DeFi.------

Unchained
Uneasy Money: Illia Polosukhin on Why Onchain Commerce Needs Confidentiality

Unchained

Play Episode Listen Later May 29, 2026 82:35


Illia Polosukhin, founder of NEAR and co-author of 'Attention Is All You Need,' on why confidentiality will let crypto become daily commerce — plus, some Near lore. ======================================================== Thank you to our sponsors! ⁠⁠Multichain Advisors⁠⁠: Get help navigating TGEs, go‑to‑market, BD and partnerships, capital markets advisory, PR, media placements, KOL activations and more at ⁠⁠multichainadv.com⁠⁠. ⁠⁠⁠⁠⁠Coinbase One⁠⁠⁠⁠⁠: Get 20% off the first year of your Coinbase One annual plan at ⁠⁠⁠⁠⁠coinbase.com/unchained⁠⁠⁠⁠⁠. ======================================================== Before co-founding NEAR Protocol, Illia Polosukhin was on the eight-person Google Brain team that wrote the transformer paper — the architecture behind every large language model running today. He never mentioned it. When Kain Warwick found out two weeks ago, via a crypto AI chatbot, his reaction was: you have to be kidding me. That backstory sets the tone for a conversation that moves from how transformers actually came together, to why confidentiality is what unlocks on-chain commerce for real businesses, and what NEAR is doing to keep criminals off its network without becoming a surveillance layer. The hosts also get into the Ethereum Foundation's identity crisis, why Illia thinks decentralization is a tool and not a goal, and what the economy looks like when AI handles execution and blockchain handles coordination. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kain Warwick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Founder of Infinex and Synthetix ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Taylor Monahan⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Security Expert ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Luca Netz⁠⁠⁠⁠⁠⁠⁠, CEO of Pudgy Penguins Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Illia Polosukhin — Co-Founder, NEAR Protocol - https://x.com/ilblackdragon Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Unchained

Play Episode Listen Later May 29, 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

DeFi Slate
Alex Fine on Why Fintechs Going Onchain Is The Biggest Opportunity Right Now

DeFi Slate

Play Episode Listen Later May 27, 2026 34:54


Alex Fine joins this episode of Stabled Up and explains how fintechs are going on chain.Alex Fine is Founder of Fun, the highest-converting on-chain payments platform.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 Intro And Recent Raise00:38 Fintechs Going On Chain01:27 Fun: Highest Converting On-Ramp03:55 Three Eras Of On-Chain Payments05:38 KYC Bad Risk Models06:01 99% Fiat To Stablecoins06:39 The Costco Revenue Model07:49 $40M Deposit Must Clear09:30 Smart Personalized Deposit Flows23:54 AI At Fun Discussion25:07 AI Plus Six Nines Caution26:37 Separating Self From Company27:30 Stress Is Probably Accurate29:46 Agentic Payments Are Coming31:03 AI Needs Blockchains For Money33:36 Fintech 50 H2 PlanGuest Socials:Alex Fine: https://x.com/AlexKFineFun X: https://x.com/funFun Website: https://fun.xyz/Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

BlockHash: Exploring the Blockchain
Ep. 734 Streamex | Onchain Commodity Markets (feat. Morgan Lekstrom)

BlockHash: Exploring the Blockchain

Play Episode Listen Later May 25, 2026 28:09


For episode 734 of the BlockHash Podcast, host Brandon Zemp is joined by Morgan Lekstrom, Co-Founder and Executive Chairman at Streamex. He is a seasoned mining executive and corporate strategist with over 17 years of experience building and transforming resource companies. As Chairman and Co-Founder of Streamex, he brings deep expertise in capital markets, strategic M&A, and commodities to guide the company's vision of tokenizing real-world assets. Morgan recently served as CEO of NexMetals Mining Corp., where he led the redevelopment of critical metals projects in Botswana with backing from a US$150 million letter of interest from the Export-Import Bank of the United States.  

DeFi Slate
Variational Founder: $50M Series A, RWA Perps, And TradFi Onchain (Why Now)

DeFi Slate

Play Episode Listen Later May 20, 2026 36:31


Lucas Schuermann joins The Rollup to cover how Variational raised $50M to build the on-chain brokerage.Lucas Schuermann is Founder and CEO of Variational, a zero-fee on-chain brokerage.The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.Timestamps00:00 $50M Raised00:54 Ten Years In Quant And HFT01:29 Q Capital Dorm Room Story01:46 Genesis Trading Chapter02:23 Variational Started As Prop Shop04:08 Luna FTX Risk Lessons05:55 Dragonfly Series A Breakdown07:03 RFQ Not Order Book Design09:08 Trading Global Markets Onchain12:42 $16B Volume In 30 Days15:58 50% Of HyperLiquid Is RWA19:43 Zero Fee Revenue Model25:00 Robinhood GameStop Question28:53 Why Built On Arbitrum32:33 Exchanges Vs Brokerage Models36:01 100 Plus RWA Markets ComingGuest Socials:LVS X: https://x.com/variational_lvsVariational X: https://x.com/variational_ioVariational Website: https://www.variational.io/ Partners:Better than Banks. Transparent capital efficiency earning the highest yields in DeFi. Learn more here: https://infinifi.xyz/---APYX - Enhanced Digital Credit Yield, Onchain | On Track to Become the Largest Holder of STRC. https://apyx.fi/---Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/---Relay is the fastest and most reliable way to swap any token on any chain. Learn more here: https://relay.link/bridge---Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.Learn more here: https://www.zama.org/---Trezor is the creator of the first-ever hardware wallet. Securing crypto for 2M+ users worldwide. 100% open source. Learn more here: https://affil.trezor.io/aff_c?offer_id=133&aff_id=36664---

Unchained
Bits + Bips: The Interview — The $16 Trillion Repo Market Is TradFi's Central Nervous System. Its Finally Coming Onchain

Unchained

Play Episode Listen Later May 16, 2026 45:25


The repo market is $16 trillion globally and most people have never heard of it — until the plumbing breaks. Craig Burchell of FalconX and Matteo Pandolfi of Pareto explain how it works and why bringing it on-chain is the next big unlock for DeFi. --- Heads up! If you haven't yet, be sure to subscribe to Bits + Bips, since the show will migrate there in a few weeks. Follow us on ⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠X⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠Unchained⁠⁠⁠⁠⁠ and wherever you get your podcasts. ---- The repo market is $16 trillion globally and it is, as Craig Burchell puts it, the oil that makes everything go. It is also almost entirely absent from on-chain finance — and that gap is creating real problems for RWA liquidity, stablecoin swap desks, and DeFi protocols trying to manage redemption queues. Steve Ehrlich sits down with Craig Burchell, head of lending at FalconX, and Matteo Pandolfi, CEO of on-chain credit infrastructure provider Pareto, to map exactly how repo works, what broke in 2019, why it translates extremely well into onchain finance. Matteo puts a $1 trillion figure on where on-chain repo gets in five years. Craig gives you one reason it gets there and one very honest reason it might not. Host: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Steve Ehrlich, Head of Research at SharpLink and Host of Bits + Bips: The Interview - https://x.com/Steven_Ehrlich Guest: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Craig Burchell — Head of Lending, FalconX; previously Head of Lending at Membrane Finance. @_CraigBirchall ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Matteo Pandolfi — CEO & Co-Founder, Pareto (on-chain credit infrastructure). @pan_teo_ Learn more about your ad choices. Visit megaphone.fm/adchoices

Long Reads Live
Bhutan Times the Top, CLARITY Hits Markup, and the Onchain Pokemon Card Boom | The Breakdown

Long Reads Live

Play Episode Listen Later May 13, 2026 33:15


Bhutan timed the Bitcoin top almost perfectly. The CLARITY Act may only let 10–20 chains qualify as “decentralized.” And onchain Pokémon cards are popping off. David runs through all three. TIMESTAMPS: (00:00) Intro (01:31) Bhutan Sells (06:37) Nexo Ad (07:12) Bhutan Sells (Cont.) (14:39) CLARITY Markup (15:40) Nexo Ad (16:31) CLARITY Markup (Cont.) (25:30) Onchain Pokemon Card Boom FOLLOW THE SHOW › David — https://x.com/dcanellis › The Breakdown — https://x.com/TheBreakdownBW SPONSORS › NEXO 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 http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to the Blockworks Daily Newsletter: https://blockworks.co/newsletter/ DISCLAIMER 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.

Thinking Crypto Interviews & News
TradFi is Building on the Avalanche Avax Blockchain... Here's Why | Morgan Krupetsky

Thinking Crypto Interviews & News

Play Episode Listen Later May 11, 2026 50:22 Transcription Available


Morgan Krupetsky, Vice President of Onchain Finance at Ava Labs, sat down with me to discuss the latest adoption news for Avalanche and AVAX.Topics: - Broadridge on-chain proxy voting on Avalanche - Avax ETFs - Private Credit Onchain - Tokenization - The era of programmable money and Stablecoins Brought to you by

Lightspeed
Inside Upshift: Building the Future of Onchain Vaults | Aya Kantorovich

Lightspeed

Play Episode Listen Later May 5, 2026 58:38


Gm! In today's episode, we're joined by Aya Kantorovich, Co-CEO of Upshift, to discuss the development of multi-chain vault infrastructure, its origins in onchain prime brokerage, and key lessons from past market failures. We cover security risks, institutional adoption, evolving regulation, cross-chain expansion, and broader trends including 24/7 markets, credit strategies, and tokenized assets. Enjoy! -- Follow Lightspeed: ⁠https://x.com/Lightspeedpodhq Follow Upshift: https://x.com/upshift_fi Follow Aya: https://x.com/aya_kantor 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 (1:24) Upshift's Vault Origin (5:41) Customer Demand Shapes Product (9:18) Vault Security and Risk (17:49) Why Institutions Want Vaults (24:53) Solana Vault Roadmap (32:53) Avoiding Mercenary Capital (38:32) Regulation Gets Easier (42:46) 24/7 Markets and Perps (56:48) 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.

web3 with a16z
We Raised $2.2B. Here's Why.

web3 with a16z

Play Episode Listen Later May 5, 2026 60:31


We're announcing a16z crypto's Fund 5: $2.2B in committed capital to back the startups and founders who are building the next era of crypto. All four GPs sat down to talk through where crypto is right now, what's changed, and where it may be headed next. Chris Dixon, Ali Yahya, Guy Wuollet, and Eddy Lazzarin join Robert Hackett to cover... 00:00 Open  01:31 Why raise Crypto Fund 5 now  02:10 The GENIUS Act and what regulatory clarity unlocks for builders  04:32 Why stablecoins are crypto's WhatsApp moment  08:54 Why the next era of crypto founders will be pragmatic, not ideological  11:49 From cypherpunk revolution to crypto's "collared shirt era"  15:02 Programmable money meets AI  21:15 Onchain capital markets for compute, energy, and credit  25:57 Why finance is the foundation, not the ceiling  28:48 AI agents as first-class economic actors  38:19 Why privacy is the only moat  41:26 Jevons paradox and the future of blockspace demand  43:20 Jolt and the zero-knowledge breakthrough  58:15 Writing the next chapter of Read Write Own Resources:  Chris Dixon: https://x.com/cdixon Ali Yahya: https://x.com/alive_eth Eddy Lazzarin: https://x.com/eddylazzarin Guy Wuollet: https://x.com/guywuolletjr Robert Hackett: https://x.com/rhackett Follow a16z crypto: X: https://x.com/a16zcrypto  LinkedIn: https://www.linkedin.com/showcase/a16zcrypto/posts/  YouTube: https://www.youtube.com/@a16zcrypto Subscribe for more industry reports, trend updates, news analysis, builder guides, and other resources: 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.

0xResearch
Building a Fully Onchain Exchange: Inside World Markets | Aurelius & Hersch

0xResearch

Play Episode Listen Later May 1, 2026 48:34


In this episode, we're joined by Hersch and Aurelius from World Markets to break down their vision for a fully onchain exchange. We cover the Atlas risk engine, unified perp, spot, and lending markets, fixed-rate lending, MegaETH infrastructure, ADL limitations, market structure design, and what's next for the platform. 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 World Markets: https://x.com/worldmarketsinc Follow Hersch: https://x.com/tittyrespecter Follow Aurelius: https://x.com/0xlarpist Follow Boccaccio: https://x.com/salveboccaccio -- 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 (2:04) Why Build on MegaETH? (3:42) Gas Costs and L2s (6:00) Appchain Tradeoffs (8:57) Atlas Risk Engine (16:25) Fixed-Rate Lending (19:55) Why No ADL? (30:08) Listings and GTM (37:07) Stablecoin Concerns (39:37) What's Next (44:00) How Hersch Joined World Markets (48:00) 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.

Boys Club
Ep: 233 - Boys Club Live: Nicest Weather in the USA, Slop Cannon Kids, GPT-2 Image Test Drive, plus guests Anthony Soohoo (MoneyGram CEO) and Stefen Deleveaux (Oasis Onchain)

Boys Club

Play Episode Listen Later Apr 23, 2026 74:02


00:00 Welcome to Boys Club Live 00:49 Today's Guest Lineup 01:36 Makeup Compact Debate 03:55 Octant Sponsor Update 05:19 Nicest Weather Map 08:43 Thunderstorm Monitor TikTok 09:58 Vercel Sponsor Shoutout 10:35 Slop Cannon Kids 13:32 Testing GPT-2 Image Tool 16:37 Writing the Brand Kit Prompt 26:13 AI Brand Kit Results 31:28 Stefan Deleveaux Joins the Show 33:10 Oasis Onchain Update 34:20 Caribbean Crypto Use Cases 37:12 Fish Fraud Flashback 40:25 Why Stefan Got Into Crypto 41:53 Octant Creator Bootcamp 48:45 Polygon Sponsor Shoutout 49:56 Welcome Anthony Soohoo, MoneyGram CEO to the show 55:25 Stablecoin Remittance Rails 01:00:56 Scaling Markets and Compliance 01:07:19 MoneyGram Beyond Remittance 01:10:08 AI Color Analysis Outro

a16z
Balaji Srinivasan: Prove Correct, Not Just Go Direct

a16z

Play Episode Listen Later Apr 22, 2026 121:33


Erik Torenberg and Theo Jaffee speak with Balaji Srinivasan, angel investor, entrepreneur, and author of The Network State, about how AI is transforming media, eroding trust, and reshaping how information is created and verified. They discuss why systems like hiring, journalism, and online communication are breaking under synthetic content, and what replaces them. The conversation also examines the role of cryptography, on-chain data, and new models of proof in rebuilding trust online.   Resources: Follow Balaji on X: https://x.com/balajis Follow Erik Torenberg on X: https://twitter.com/eriktorenberg Follow Theo Jaffee on X: https://x.com/theojaffee Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

BlockHash: Exploring the Blockchain
Ep. 714 Staynex | Social Travel Onchain (feat. Yuen Wong)

BlockHash: Exploring the Blockchain

Play Episode Listen Later Apr 21, 2026 31:31


For episode 714 of the BlockHash Podcast, host Brandon Zemp is joined by Yuen Wong Staynex. Staynex is the future of social travel that leverages Real-World Assets (RWA), AI and blockchain integrations to enable new experiences, greater savings, and broader choices for travellers. 

Unchained
How Onchain Options Could Replace the Basis Trade as Crypto's Yield Strategy

Unchained

Play Episode Listen Later Apr 14, 2026 55:29


The basis trade paid 15–30% near risk-free for years. Options couldn't compete. Then 10/10 happened. ======================================================== As Bitcoin's application layer, Citrea gives you access to the first trust-minimized BTC on a fully programmable platform and a native stablecoin for Bitcoin, ctUSD. You can now participate in Bitcoin capital markets with lending, privacy, payments, Bitcoin yield, trading and predictions. You get expanded Bitcoin utility without sacrificing its security. Citrea mainnet is live. Put your BTC to work at citrea.xyz/unchained.   Ether.fi is giving Unchained listeners 15% cashback on food and ride apps — and that's on top of the 3% you get on everything else.  Your bank is charging you to use your own money. Laura switched and loves her card! Go to ether.fi/unchained to claim your offer. ======================================================== For years, the basis trade and token-launch points farming crowded out options as a yield tool in crypto — not because options were inferior, but because the alternatives were simply too easy and too lucrative.  That changed on 10/10. With the basis trade effectively dead and altcoin valuations cratered, a window has opened for onchain options to compete for capital in a way they never could before.  Nick Forster, CEO of Derive (formerly Lyra), has been building toward this moment for five years. He joins LTR, venture investor at Cosmos, who has tracked the full graveyard of failed options DEXes — Opyn, HEGIC, Ribbon, Dopex, Strike — and still believes this time is different. The question isn't whether crypto options will scale. It's whether the infrastructure is finally ready. Host: ⁠⁠Laura Shin⁠⁠, Host / Unchained Guests: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick Forster, CEO and Founder, Derive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LTR, Venture Investor, Kosmos Learn more about your ad choices. Visit megaphone.fm/adchoices

Bankless
The Largest Securities Exchange in the World is Coming Onchain | Michael Blaugrund of NYSE and Carlos Domingo of Securitize

Bankless

Play Episode Listen Later Apr 7, 2026 64:46


NYSE and Securitize are laying the rails to bring real, issuer-backed securities onchain.  Michael Blaugrund of NYSE and Carlos Domingo of Securitize break down how blockchain-native equities could work in practice: transfer agents, tokenized issuance, interoperable trading infrastructure, 24/7 markets, and what it will take for public stocks to move from legacy rails to crypto rails. T They also explore how onchain equities could unlock faster settlement, better shareholder utility, and new DeFi use cases without sacrificing regulatory compliance. ------

BlockHash: Exploring the Blockchain
Ep. 708 Superform | Onchain Wealth App (feat. Blake Richardson)

BlockHash: Exploring the Blockchain

Play Episode Listen Later Apr 7, 2026 17:46


For episode 708 of the BlockHash Podcast, host Brandon Zemp is joined by Blake Richardson, Co-founder of Superform.Superform is a decentralized, non-custodial "onchain wealth app" and yield marketplace designed to simplify how users find, invest in, and manage crypto yield opportunities across multiple blockchains. It is often described as a user-owned neo-bank 

Empire
Making Tokenization a Reality: Bringing Assets Onchain | Samara Cohen

Empire

Play Episode Listen Later Apr 4, 2026 20:16


Making Tokenization a Reality: Bringing Assets Onchain Speakers: Samara Cohen, Jason Yanowitz This is a panel from DAS New York 2026. To explore more Blockworks events, visit blockworks.co/events

Long Reads Live
Investor Relations in the Onchain Era

Long Reads Live

Play Episode Listen Later Mar 24, 2026 21:59


In this special episode, we introduce Blockworks' new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model. The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities. Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

Empire
Investor Relations in the Onchain Era

Empire

Play Episode Listen Later Mar 24, 2026 21:59


In this special episode, we introduce Blockworks' new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model. The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities. Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

Unchained
Bitcoin DeFi Has Been Elusive. Can Mysten Labs Bring $1.4 Trillion Onchain?

Unchained

Play Episode Listen Later Mar 20, 2026 29:18


Adeniyi Abiodun, co-founder and CPO of Mysten Labs,  walks through how Hashi works and how it differs from the competition. Can it succeed where others have failed? 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 Mysten Labs has announced Hashi, a protocol designed to unlock several financial applications for native Bitcoin in a trust minimized way. Mysten Labs co-founder Adeniyi Abiodun walks through how Hashi works and how it differs from wrapped Bitcoin tokens and L2s. He says the protocol is built with institutions in mind, highlighting for one that it does not trigger a tax event like alternatives and also comes with low-premium on-chain Bitcoin denominated insurance. Listen to find out how Hashi manages these and more. Will Mysten Labs succeed in unlocking Bitcoin's long-desired $1.4 trillion liquidity? Guests: ⁠⁠⁠⁠Adeniyi Abiodun, Co-Founder and CPO of Mysten Labs Links Unchained: Sui Blockchain Restored After Six-Hour Outage Sui-Based Typus Finance Loses $3.4 Million in Hack Coinbase's cbBTC Crosses $1 Billion Market Cap, Deploys on Solana New Bitcoin Liquid Staking Protocols Aim to Replicate Lido's Success Kraken Launches Wrapped Bitcoin Token kBTC Top Wrapped Bitcoin (WBTC) Alternatives You Should Know About Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Bankless
Zero Crypto at Home: Bankless in the Age of Wrench Attacks and Phishing | Jameson Lopp and Beau

Bankless

Play Episode Listen Later Feb 25, 2026 102:58


Crypto's newest threat isn't a smart contract exploit, it's a knock at your door. In this episode, Ryan sits down with Jameson Lopp (Casa) and Beau (former CIA, now safety at Pudgy Penguins) to map the real security landscape for crypto holders in 2026: the phishing traps you'll see daily, the physical “wrench attacks” that terrify the community, and the practical systems that can make both dramatically less effective. If going bankless is about freedom, this is the playbook for keeping that freedom without turning into your own security team. ---