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While retail investors panic over volatility, institutions are quietly buying the dip. In this conversation, Matt Hogan breaks down why financial advisors, wirehouses, and major institutions are steadily allocating to Bitcoin, how the institutional adoption process actually unfolds over years (not weeks), and why this bear market feels fundamentally different from 2018 or 2022. We dive into the real valuation debate around Ethereum and Solana, why stablecoins and tokenization are the true institutional obsession right now, what BlackRock's move into Uniswap signals for DeFi, and whether a diversified, index-style approach may ultimately outperform trying to pick winners. Institutions already assume Bitcoin will be here in 10 years and that everything will be tokenized — the only question they're debating now is where the value accrues and whether this dip is an opportunity rather than a warning.
Brian from Santiment joined me to review the Onchain metrics for the crypto market. We conduct analysis on Bitcoin, Ethereum, XRP, Solana, and Uniswap.
I started documenting Goliath Ventures on 1 September 2025 after investors began quietly telling me withdrawals had stalled.At the time, the explanation was simple: liquidity delays, wallet restrictions, MSB approvals in progress. Weekly emails reassured everyone that patience was required. What began as a financial dispute has now become a federal criminal case.Christopher Alexander Delgado, CEO of Goliath Ventures Inc, has been arrested and charged by the United States government with wire fraud and money laundering. The Department of Justice is alleging that what investors were told was a sophisticated cryptocurrency liquidity pool operation was, in fact, a $328 million Ponzi scheme.THE SCAM BEGINSAccording to the federal complaint, from January 2023 through January 2026 Goliath Ventures raised at least $328 million from investors. The pitch was modern and technical. Funds would be deployed into cryptocurrency liquidity pools. Monthly returns between 3% and 8% were presented as achievable. Some were told returns were effectively guaranteed. Joint Venture Agreements promised principal would be returned “without diminution or impairment,” with withdrawals processed within five to seven business days.That language created confidence. The contracts looked structured. The dashboards showed monthly distribution rates. The numbers increased. Investors saw what appeared to be performance.THE STRUCTURE UNRAVELSFederal investigators now allege that although investors were told their money was being placed into liquidity pools, little to none of it was meaningfully deployed that way. Instead, the complaint states that new investor funds were used to pay purported returns to earlier investors, to return principal to those requesting withdrawals, and to cover corporate and personal expenses.Bank records cited in the complaint show hundreds of millions flowing into specific business accounts. Approximately $253 million was deposited into one JP Morgan Chase account. Another $75 million went into a Bank of America account. Tens of millions moved into Coinbase wallets allegedly controlled by Delgado. He was identified as the sole signatory on key accounts.Blockchain analysis, including work performed by Chainalysis Government Solutions, allegedly showed only a small fraction of funds ever reaching platforms like Uniswap. Meanwhile, investor dashboards continued to reflect steady monthly returns.If proven, that gap between representation and reality becomes the core of the case.THE LIFESTYLEThe complaint also details real estate purchases allegedly funded with investor money. Properties in Winter Park, Kissimmee, Windermere, and Sanford, each valued between approximately $1.15 million and $8.5 million. The government outlines transactions that form part of the money laundering count, including a $300,000 transfer cited in the charging documents.For months, investors were told delays were temporary. Meanwhile, according to the affidavit, funds were cycling internally and assets were being acquired.THE ARRESTOn February 24, 2026, the U.S. Attorney's Office for the Middle District of Florida issued a press release titled “Goliath Ventures CEO Arrested for Wire Fraud and Money Laundering.” The case is now formally listed as United States v. Christopher Alexander Delgado, Case No. 6:26-mj-01240-LHP.The investigation is being conducted by IRS Criminal Investigation and Homeland Security Investigations. Prosecutors named in the case include AssistBuy Me a Coffee I'm on @buymeacoffee. If you like my work, you can buy me a coffee and share your thoughts.Support the show
Vitalik Buterin outlines a cypherpunk roadmap for Ethereum. Uniswap releases skills for AI agents. And the Ethereum Institutional Privacy Task Force releases a PoC Gated Shielded Pools. Read more: https://ethdaily.io/888 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.
Uniswap founder criticizes crypto ads after user reports devastating lossesBithumb exchange error leads to $43 billion bitcoin valuation controversy in South KoreaPakistan initiates cryptocurrency regulatory sandbox to foster innovation.
FOCIL is scheduled for inclusion in Hegotá. Uniswap launches a developer platform. Payy Network launches its stablecoin-focused L2. And Compound will launch Compound V4 on Base. Read more: https://ethdaily.io/887 Are you running a treasury? You need liquidity but don't want to sell ETH? Get the lowest fixed rates to borrow against ETH and LSTs on Liquity V2 on liquity.org Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
There is a massive change happening in the world of finance, led by tokenization.Tokenized ETFs, vaults, and new products are moving at lightspeed. Bitwise's Matt Hougan breaks down why institutional DeFi isn't coming, but is already here. He explains why vaults will do to ETFs what ETFs did to mutual funds, and what "neo finance" actually means for your portfolio.We cover:- Why Tokenizing All ETFs is Inevitable- Apollo + Morpho: What Institutions Actually Want From DeFi- How Vaults Will Drastically Change ETFs As We Know Them- The Ghost of Gary Gensler Still Haunting Token Value Accrual- Fat Wallet Thesis: Who Really Owns the Customer- What "Neo Finance" Actually MeansThe RollupTimestamps:00:00 Intro01:20 BlackRock x Uniswap & Apollo x Morpho Reaction04:10 Tokenizing All ETFs07:30 Permissioned DeFi10:39 Hibachi, Relay Ads11:09 Chain-Centric vs. Asset-Centric Mental Model16:45 Fat Protocol vs. Fat Wallet Thesis21:24 infiniFi ad21:55 Where Bitwise Sits in the Stack26:00 Vaults vs. ETFs: History Rhyming32:00 Token Value Accrual36:30 Aave's "Will Win" Proposal Breakdown41:00 Treasury Companies & Market Bottoms44:30 Catalysts for the Next Bull Run47:45 Defining Neo FinanceWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures
I've been tracking Goliath Ventures Inc. since September 1, 2025, warning anyone who would listen that this so-called "joint venture" in decentralized finance was nothing more than a textbook Ponzi scheme dressed up in crypto jargon.On February 18, 2026, everything I've been saying was laid bare in federal court. Prestige Florida Property Investment LLC filed a blistering complaint in the U.S. District Court, Middle District of Florida (Case No. 6:26-cv-00392), accusing Goliath Ventures and its key players of securities fraud, civil conspiracy, and running an unregistered investment scheme that defrauded investors out of millions.THE SCAM BEGINSIt started with a slick Joint Venture Agreement dated November 21, 2024. Investors were told they were "partners" contributing Bitcoin or Ethereum into liquidity pools on Uniswap, promised guaranteed 4% monthly returns—48% annually—with principal supposedly protected or insured. The document emphasized mutual effort and votes, but the reality was far different. Prestige Florida Property Investment LLC deposited $300,000 in March 2025, then another $1,000,000 on July 30, 2025—totaling $1.3 million. Early distributions kept the illusion alive, but in October 2025 the money stopped flowing.THE FALSE ASSURANCESBy August 15, 2025, Goliath was sending out emails with a glowing "Financial Audit Review" from Blackblock Management Solutions claiming 115% or more reserves, full liquidity, and compliance with AML, FinCEN, and CTA rules. The report painted a picture of a conservative, rock-solid operation. Then came the November 17, 2025, "Forensic Audit Update"—a sudden "temporary halt" in distributions, blamed on an ongoing third-party forensic review for "gold-standard verification." Participants were assured it was all about safety and transparency. The truth? It was the beginning of the end.THE LULLING EMAILSNovember 18, 2025: Jonathan Mason relayed reassurances from Eric Clayman—GVI had "plenty of money," excess reserves of $100–200 million (or even "a few hundred million") after payouts, delays only due to audits and banking. On Christmas Day 2025, Chris Delgado himself emailed: "Merry Christmas," then blamed delays on an MSB account setup pushed to January 1, 2026, and announced USDC wallets would be required moving forward. January 19, 2026: more excuses—MSB application at the 80-day mark, institutional wallets restricted for "policy violations." Even account closures turned into bureaucratic nightmares requiring attorney-drafted letters.THE FEDERAL HAMMERThe complaint hits with nine counts: federal securities fraud under Section 10(b) and Rule 10b-5, sale of unregistered securities (both federal and Florida law), control person liability against Delgado, Mason, and Clayman, civil conspiracy involving the misleading Blackblock report and deliberate delay tactics, fraudulent inducement, FDUTPA violations, and breach of contract as an alternative claim. Prestige is demanding rescission, return of the full $1.3 million principal plus interest, attorneys' fees, and more. This isn't speculation anymore—it's in federal court, building on earlier Broward County cases and potentially drawing SEC and FinCEN eyes.THE HUMAN COSTBehind every email and every promise were real people who trusted the 48% returns and the "transparency" narrative. Families, retirees, everyday investors poured in money thinking they were part of something legitimate. When the excuses piled up—audits, banking issues, MSB applications, wallet restrictions—thBuy Me a Coffee I'm on @buymeacoffee. If you like my work, you can buy me a coffee and share your thoughts.Support the show
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
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
Der Kryptomarkt ist offiziell im Bärenmarkt angekommen. Bitcoin notiert deutlich unter dem Zyklushoch vom 6. Oktober 2025 und bewegt sich aktuell in einer volatilen Seitwärtsrange zwischen 60.000 und 70.000 USD. Die Stimmung bleibt angespannt: Der Fear & Greed Index verharrt im Bereich „Extreme Fear“ (13/100), die Bitcoin-Dominanz steigt leicht an und Altcoins zeigen aber noch ein wenig Stärke. Die entscheidende Frage: War das bereits der Boden oder steht uns eine weitere Abwärtswelle bevor? Alex und Lukas ordnen die aktuelle Marktlage historisch ein und analysieren mögliche Szenarien.
The crew unpacks BlackRock buying UNI, ARK, Citadel, DTCC, the Intercontinental Exchange and other TradFi players backing Zero, , Vitalik's thoughts on AI, and more. Thank you to our sponsors! Fuse: The Energy Network MultiChain Advisors Crypto Tax Girl AI safety chiefs are leaving, BlackRock's launching on Uniswap and buying UNI, LayerZero launches “the last blockchain” with institutional backing, Kaito is launching attention markets, Base is abandoning social and Vitalik has some thoughts on AI. Hosts Kain Warwick, Luca Netz and Taylor Monahan unpack these and more in yet another packed episode of Uneasy Money. Find out why Kain thinks the Uniswap and LayerZero news point to a new meta reminiscent of DeFi Summer. Plus, is Coinbase's Base playing it too safe? And is Vitalik fighting a losing battle? Hosts: Luca Netz, CEO of Pudgy Penguins Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security at MetaMask Links: Unchained: LayerZero Launches ‘Zero' Layer 1 as Citadel, ARK Buy ZRO How Zero Blockchain Cracked 2 Million TPS and Is Still Decentralized Vitalik Buterin Pushes Back on the ‘Race to AGI,' Outlines Ethereum-Led AI Path When AI Agents Take Over, What Does a Post-Human Economy Look Like? Uneasy Money: How the Increasingly Better AI Agents Are Being Used Onchain Uneasy Money: Why Crypto Still Can't Overcome Its ICO Struggles Learn more about your ad choices. Visit megaphone.fm/adchoices
The Daily Gwei Refuel gives you a recap every other week day on everything that happened in the Ethereum and crypto ecosystems - hosted by Anthony Sassano. Timestamps and links to topics discussed: https://daily-gwei-links.vercel.app/recent 00:00 Introductory song 00:10 Tomasz steps down as Co-ED of the EF https://x.com/tkstanczak/status/2022315368430067847 https://ethereum.foundation/assets/ef-org-chart.png https://x.com/aerugoettinea/status/2022318885047779576 https://x.com/devanshmehta/status/2022780807493067129 15:57 First L1-zkEVM breakout call https://x.com/ladislaus0x/status/2021961042348163181 17:54 The case for quick slots in Hegota https://x.com/CarlBeek/status/2021265384989491702 22:41 Uniswap teams up with BlackRock https://x.com/Uniswap/status/2021586380212613218 26:36 Robinhood chain public testnet now live https://x.com/RobinhoodApp/status/2021399303722258575 28:34 The changing winds of crypto This episode is also available on YouTube: https://youtu.be/aLMd0txYOMY Subscribe to the newsletter: https://thedailygwei.substack.com/ Subscribe on YouTube: https://www.youtube.com/channel/UCvCp6vKY5jDr87htKH6hgDA/ Follow Anthony on Twitter: https://twitter.com/sassal0x Follow The Daily Gwei on Twitter: https://twitter.com/thedailygwei Join the Discord Channel: https://discord.gg/4pfUJsENcg DISCLAIMER: All information presented across all of The Daily Gwei's communication channels is strictly for educational purposes and should not be taken as investment advice.
The crew unpacks BlackRock buying UNI, ARK, Citadel, DTCC, the Intercontinental Exchange and other TradFi players backing Zero, , Vitalik's thoughts on AI, and more. Thank you to our sponsors! Fuse: The Energy Network MultiChain Advisors Crypto Tax Girl AI safety chiefs are leaving, BlackRock's launching on Uniswap and buying UNI, LayerZero launches “the last blockchain” with institutional backing, Kaito is launching attention markets, Base is abandoning social and Vitalik has some thoughts on AI. Hosts Kain Warwick, Luca Netz and Taylor Monahan unpack these and more in yet another packed episode of Uneasy Money. Find out why Kain thinks the Uniswap and LayerZero news point to a new meta reminiscent of DeFi Summer. Plus, is Coinbase's Base playing it too safe? And is Vitalik fighting a losing battle? Hosts: Luca Netz, CEO of Pudgy Penguins Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security at MetaMask Links: Unchained: LayerZero Launches ‘Zero' Layer 1 as Citadel, ARK Buy ZRO How Zero Blockchain Cracked 2 Million TPS and Is Still Decentralized Vitalik Buterin Pushes Back on the ‘Race to AGI,' Outlines Ethereum-Led AI Path When AI Agents Take Over, What Does a Post-Human Economy Look Like? Uneasy Money: How the Increasingly Better AI Agents Are Being Used Onchain Uneasy Money: Why Crypto Still Can't Overcome Its ICO Struggles Learn more about your ad choices. Visit megaphone.fm/adchoices
When a partner like Punit Shah keeps sending the same weekly email claiming the MSB license is progressing while wallets remain the blocker, it's not an update—it's a deliberate way to keep investors calm, prevent them from coordinating, and buy another week of silence before the courts force real answers.I've been watching this unfold since September 2025. Investors poured hundreds of millions into Goliath Ventures Inc., lured by promises of guaranteed principal and 8.5% monthly returns from cryptocurrency liquidity pools. The sales pitch was flawless—blockchain excellence, pooled assets on exchanges like Uniswap, steady fees from trading volume, no risk to your capital. But the money stopped flowing in late 2025. Excuses shifted from audits to banking issues to pending MSB approval. Now, five months later, Punit Shah's emails are the last thread holding people in place.The latest one, dated 11 February 2026Good Day,We are still in a holding pattern with both issues (Wallet Restriction and MSB Approval). I do not have a timeline.I will email EVERYONE AT THE SAME TIME once I hear something concrete. Thank you for your patience.Sincerely,Punit ShahDirector of Partner Servicespunit@goliathventuresinc.comHe attaches his photo, social links, and a confidentiality warning forbidding sharing. The promise of a mass update “once something concrete” is repeated like a mantra. But concrete never comes. No MSB filing proof. No wallet audit. No regulator statement. Just patience—again.Punit positions himself as one of the victims—“owed money too,” “pushing for payouts”—yet he openly admits he has no timeline and no authority to fix it. These emails aren't information. They're sedation. A way to keep the farm calm while the real storm builds.THE THREE LAWSUITS THAT CHANGE EVERYTHINGThree separate complaints have landed in Florida's Seventeenth Judicial Circuit, Broward County—all in the same courthouse, all under Florida law, all venue-locked to Broward by the JVAs themselves. Law360 reported on 11 February 2026 that the combined claimed exposure is nearly $55 million. These are not market-loss complaints. They are contract enforcement actions demanding Goliath honor its written guarantee: principal returned “fully… without diminution or impairment… absolute and binding” (§3.6), no exceptions.- TwentyWon Ventures LLC v. Goliath Ventures Inc. (CACE-26-001290, Division 02, filed 23 January 2026)TwentyWon, a Florida LLC, invested substantial funds into liquidity pools. The JVA promised 5–7 business day withdrawals (§8.1), ownership retention (§6.5), and absolute principal return (§3.6). Goliath refused. Damages exceed $50,000.- Gregory Garrett Wilson v. Goliath Ventures Inc. (CACE-26-002371, Division 12, filed 10 February 2026)Wilson contributed at least $5,815,000 from June 2025. He requested $3 million partial withdrawal on 13 October 2025—COO confirmed valid, no payment. Full demand on 24 December 2025—confirmed valid, no payment. Goliath emailed 5 January 2026 confirming at least $6.8 million owed (actual higher). Filing states over $8,743,763.65 due. Damages exceed $50,000.- John D. Euliano (Trustee) and Brevard Nursing Academy, LLC v. Goliath Ventures Inc. (CACE-26-002331, Division 18, filed 10 February 2026)Two JVAs plus Exit Agreements. Distributions stopped September–October 2025 due to “mismanagement” by Christopher Delgado. Exit paperwork submitted; Goliath confirmed balances ($656,231.38 Trust, $235,202.50 BNA) and promised 7–10 day payouts. Nothing delivered. Damages exceed $50,000 per plaintiff.Buy Me a Coffee I'm on @buymeacoffee. If you like my work, you can buy me a coffee and share your thoughts.Support the show
Crypto feels cooked in 2026, and the Super Bowl proves it. Ryan and David unpack Coinbase's Backstreet Boys rug pull ad and what it reveals about crypto's collapsed public narrative. Then they dig into the brutal selloff, why IBIT's record volume hints at forced TradFi liquidation, and what Polymarket is pricing for Bitcoin under $50K. From Robinhood's prediction markets exploding into a real revenue engine to the political fight over who regulates “gambling vs markets,” the thesis is clear: finance is the only use case still scaling. Plus: LayerZero's new “world computer” L1, MegaETH and Aztec's bear market launch playbook, Vitalik finally calling ETH a store of value, ENS staying on L1, BlackRock bringing BUIDL to Uniswap, and the weirdest loose end of all, SBF's missing tungsten cube. ---
Markets closed out the week balancing cooler inflation against renewed volatility in tech and AI. U.S. CPI rose 2.4% year-over-year in January, with core inflation falling to 2.5% — the lowest level since March 2021. While the report strengthens the case for potential Fed rate cuts, it follows a robust labor market update earlier in the week, keeping policy expectations finely balanced. Equities struggled, with the Nasdaq dropping 2% amid fresh AI disruption fears despite Anthropic raising $30 billion at a $380 billion valuation. Meanwhile, China posted a record $242 billion current account surplus in Q4 2025, highlighting export resilience despite weak domestic demand. Oil slipped on reports that OPEC+ may resume production increases in April. Gold rebounded after briefly falling below $5,000 per ounce. The yen is on track for its strongest week in a year versus the dollar. In crypto, Bitcoin remains stable week-over-week. Coinbase shares rose despite a Q4 earnings miss, even as reports surfaced that CEO Brian Armstrong has sold roughly $500 million in stock over the past nine months. Several crypto CEOs, including leaders from Ripple, Gemini, Uniswap, and Chainlink, have joined the CFTC advisory group. A volatile week wraps with inflation cooling — but crosscurrents in AI, geopolitics, and liquidity remain firmly in play.
BlackRock is doubling down on Ethereum by buying up more Bitmine shares during the market dip, the firm disclosed on Thursday.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Tim Warren, Host of Investing BrozInvesting Broz Youtube ➜ @TimWarrenTrades Follow on Twitter ➜ @timsta6753 00:00 Intro00:10 Sponsor: Tangem02:20 Gov. Shutdown03:00 Patrick Witt: Still not clear on yields04:30 CLARITY update07:00 Bitcoin analysis09:30 ETFs still bleeding11:30 Ethereum analysis12:50 Tom Lee: Mr. Beast14:40 Why $ETH is not moving?17:10 $BMNR analysis18:30 Uniswap analysis20:10 Corruption list?21:10 Robinhood analysis24:10 Chainlink analysis26:40 ONDO analysis28:10 Coinbase analysis30:50 AAVE analysis32:00 Solana analysis34:00 Outro#Bitcoin #ethereum #crypto~Blackrock Buying Dip?
Web3 Academy: Exploring Utility In NFTs, DAOs, Crypto & The Metaverse
In this episode of The Milk Road Show, John Gillen breaks down what's really happening beneath the surface. Is this simply the four-year cycle playing out, or are broader macro forces driving this selloff? We dive into liquidity conditions, inflation data, capital flows, and the growing disconnect between price and fundamentals. While sentiment is collapsing, institutions are making moves. BlackRock is entering DeFi through Uniswap, Goldman Sachs holds significant crypto exposure, and onchain activity continues to grow.~~~~~
In this episode of the Crypto Rundown, Brendan and Tevo discuss the current state of the crypto market, focusing on the fear and greed index, technical indicators, and the implications of major partnerships in the industry. They analyze the recent surge of Uniswap following its collaboration with BlackRock, the rise of Hyperliquid, and critique Coinbase's Super Bowl ad. The conversation emphasizes the importance of understanding market sentiment and historical context while navigating the volatile crypto landscape.Check out Webroot: https://webroot.com/CRYPTO101Check out Gemini Exchange: https://gemini.comCheck out Quince: https://quince.com/CRYPTO101Check out Mars Men: https://mengotomars.comBrendan 6 Week Technical Analysis Trading Course https://www.cryptorevolution.com/brendans-mbr-program?utm_source=Internal&utm_medium=YouTube&utm_content=Rundown&utm_term=20260212Get my #1 altcoin pick for this month.Get immediate access to my entire crypto portfolio for just $1.00 today! Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling,Get immediate access to my entire crypto portfolio.. just $1.00 today! Go here to get access: https://www.crypto101insider.com/cryptnation-directm6pypcy1?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Get your FREE copy of "Crypto Revolution: Your Guide To The Future of Money". In this book, I reveal how to make (and keep) a fortune during this crypto bull run! http://www.cryptorevolution.com/free?utm_source=Internal&utm_medium=YouTube&utm_content=Podcast&utm_term=20250916Chapters00:00 Introduction to the Crypto Rundown01:07 Market Sentiment: Fear and Greed Index Analysis09:49 Historical Context: Comparing Past Crashes20:08 Investment Strategies: Buying in a Bear Market30:07 Technical Analysis: Charting Bitcoin's Future31:38 Bitcoin's Technical Indicators and Market Sentiment36:15 Uniswap's Surge and BlackRock Partnership41:07 Hyperliquid's Rise and Market Competition46:38 Coinbase's Super Bowl Ad: A Missed Opportunity?54:13 Solana's Growing Institutional Interest and Future ProspectsMERCH STOREhttps://cryptorevolutionmerch.com/Subscribe to YouTube for Exclusive Content:https://www.youtube.com/@crypto101podcast?sub_confirmation=1Follow us on social media for leading-edge crypto updates and trade alerts:https://twitter.com/Crypto101Podhttps://instagram.com/crypto_101*This is NOT financial, tax, or legal advice*Boardwalk Flock LLC. All Rights Reserved ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Fog by DIZARO https://soundcloud.com/dizarofrCreative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0 Free Download / Stream: http://bit.ly/Fog-DIZAROMusic promoted by Audio Library https://youtu.be/lAfbjt_rmE8▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬Our Sponsors:* Check out Gemini Exchange: https://gemini.com* Check out Mars Men: https://mengotomars.com* Check out Quince: https://quince.com/CRYPTO101* Check out Quince: https://quince.com/CRYPTO101* Check out Webroot: https://www.webroot.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Global markets are leaning into growth. Following the upside surprise in U.S. non-farm payrolls — with 130,000 jobs added and unemployment falling to 4.3% — investors are focusing on economic resilience rather than fading hopes of aggressive rate cuts. MSCI's All-World index is trading near record highs, while South Korea's Kospi has crossed 5,500 for the first time. Attention now turns to initial jobless claims and the upcoming CPI print, which could shape expectations for the Federal Reserve's June decision. CME FedWatch odds for a rate hold have climbed to 40%. In the UK, GDP expanded just 0.1% in Q4, while industrial production fell unexpectedly. Meanwhile, Nuveen has agreed to acquire asset manager Schroders for $13.5 billion. In digital assets, crypto markets remain steady despite Blockfills halting withdrawals. BlackRock is deepening its move into tokenized finance, bringing its Treasury-backed BUIDL token to Uniswap through Securitize. Court drama surrounding FTX has resurfaced, and Kraken has replaced its CFO ahead of its public listing. A busy macro backdrop with institutional crypto developments accelerating beneath the surface.
Brian from Santiment joined me to review the crypto market metrics for Bitcoin, XRP, Ethereum, and Uniswap.
Crypto News: BlackRock takes first DeFi step, lists BUIDL on Uniswap. BlackRock exec says 1% crypto allocation in Asia could unlock $2 trillion in new flows.Brought to you by ✅ VeChain is a versatile enterprise-grade L1 smart contract platform https://www.vechain.org/
In this Feb 11, 2026 Crypto Town Hall, hosts and guests discuss extreme market fear, dismiss SBF's jailhouse bid for a new trial as futile, and slam big banks' lobbying to kill stablecoin yield via the Clarity Act as pure protectionism. They highlight stablecoins' potential to drive U.S. Treasury demand, BlackRock's DeFi push (including Uniswap), the collapse of hype-driven VC tokens, real-world asset tokenization opportunities, and persistent legal uncertainty for utility tokens without lasting regulatory clarity. The episode closes with AI's rapid coding/automation advances, its disruption of SaaS and DeFi, emerging security/legal risks from AI agents, and why tokenized money (especially stablecoins) will likely power future autonomous systems.
The Bitcoin ETF landscape has officially FLIPPED! Is this the start of the rally, or the ultimate "bear trap" before we crash toward new low?
High-stakes negotiations between U.S. banking giants and crypto executives at the White House hit a wall yesterday, ending in an impasse over stablecoin yields. Meanwhile Uniswap's governance token jumped on Wednesday after the decentralized exchange's creator announced an integration with BUIDL, BlackRock's tokenized money market fund. This happening as Franklin Templeton gears up for another major push into DeFi.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Sandy Kaul - EVP at Franklin Templeton & Head of Franklin Innovation Download Benji Mobile App➜ https://bit.ly/BENJIFranklin00:00 intro00:08 Bank Compromise Incoming?01:03 Tim Scott sides with Coinbase01:45 Banks Losing02:23 Franklin Templeton 03:13 $BENJI Money Market Funds04:38 Retail $BENJI Yields05:50 KYC for Yields?06:43 Ondo Launches Stock Vaults07:55 Binance x Franklin Partnership09:58 $BENJI on Uniswap coming?11:14 Waiting For CLARITY Act11:55 Real-Time Yields13:30 Wallet Partnerships Coming?14:18 Bitwise Loyalty Token14:48 $PENNY Loyalty Token for Franklin15:25 CLARITY will pass15:55 Banks banning vaults?16:05 KYC Hell16:24 Bank Deposit Tokens17:23 XRP Vault Race17:45 JP Morgan17:58 Retail Loyalty Points18:52 Celebrity Curated Vaults19:20 Post-CLARITY Products20:40 outro#Crypto #Ethereum #XRP~Banks Losing Fight Against Yields!?
Robinhood has launched a public testnet for Robinhood Chain, an Ethereum-based layer-2 built on Arbitrum, with a broader rollout planned later this year.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:10 Sponsor: Tangem00:30 Cycle different?01:30 Robinhood Chain01:45 Johann Kerbrat: Head to head w/Nasdaq02:30 Johann Kerbrat: Robinhood certified Developer apps04:00 Phase 104:50 Johann Kerbrat: dealing with liquidity06:40 Johann Kerbrat: Clarity & yields08:20 Cody Carbone: Done deal?09:00 $HOOD: Opportunity09:45 Base App11:50 Uniswap adds BUIDL12:15 CashApp12:30 Hong Kong Consensus14:00 Hong Kong Gold15:00 Yat Siu: AI agents16:45 Mr. Beast mainstreams AI agents18:40 Bigger than Bitcoin19:30 DCA-ing yet?#Crypto #Bitcoin #Ethereum~Retail Returning To Crypto?
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.
Benjamin is the Founder of Cap and DeFi Dave is the Founding Head of Growth.Token launches are broken. Founders pay exchanges 5-10% of supply, airdrop to farmers who dump immediately, and wonder why everything goes to zero. Benjamin calls it "the conveyor belt to death." Cap is breaking the playbook: no CEX listing fees, no token airdrops, and no TVL deals paid in tokens. Instead, they're doing the first-ever Stabledrop—$12 million in stablecoins to early supporters, funded by their upcoming ICO on Uniswap.In this episode, we cover:+ Why the status quo token launch playbook leads to death+ The Stabledrop: How $12M in stablecoins rewards early users+ Cap's three rules: No airdrops, no CEX fees, no token TVL deals+ ICO mechanics on Uniswap and who's eligible------
Wonderland introduces Interoperable Addresses. Jordi Baylina proposes synchronous rollups using realtime proving. TheDAO stakes 69,420 ETH. And Rainbow's RNBW CCA goes live on Uniswap. Read more: https://ethdaily.io/874 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown risk to a weaker dollar narrative, and why Tether is quietly becoming one of the world's largest gold holders. They make the case for Ethereum's comeback, from surging usage to serious quantum resistance efforts, break down Fidelity's new onchain dollar, and dig into MegaETH's eye popping stress test. Plus: prediction markets go mainstream, a bizarre $40 million government crypto theft, and a new Vitalik meme to close it out. ---
Neynar acquires the Farcaster social protocol. Mantle upgrades its DA to Ethereum blobs. Uniswap deploys Continuous Clearing Auctions on Base. And Base hits $5 billion in stablecoin supply. Read more: https://ethdaily.io/866 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.
This episode is brought to you by Uniswap! Are you a builder who needs to add on-chain trading to your product? The Uniswap Trading API from Uniswap Labs offers plug-and-play access to some of the deepest liquidity in crypto It's on-chain execution at an enterprise level. More liquidity. Less complexity. Visit hub.uniswap.org to learn more. Is Bitcoin losing its “digital gold” narrative just as geopolitics heat up? The Bits + Bips crew debates what markets still aren't pricing in. In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by David Duong, Global Head of Research at Coinbase, to unpack a volatile mix of crypto regulation, geopolitics, and shifting market structure. The group digs into why the latest market structure bill is starting to crack, why investors may be underpricing regulatory clarity, and what it means that Bitcoin is failing to behave like digital gold just as global risk rises. They also explore whether the U.S. and Europe are still true allies, why Wall Street's move toward 24/7 onchain markets matters more than most realize, and how internet capital markets could reshape who gets access to capital in the next decade. Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and founder and managing partner of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guests: David Duong, Global Head of Research at Coinbase Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode we went live to review recent crypto developments, including Lighter's perpetuals performance, Kaito's pivot toward curated marketing, Pump.fun feature updates, and growing debate around prediction markets and their regulation. 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 Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- 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 -- A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free. Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport -- 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 (2:56) Lighter's Performance (16:23) Kaito's Repositioning (43:30) Uniswap Ad (44:15) Prediction Markets (59:35) 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.
Thank you to our sponsor, Uniswap! If trust in central banks erodes, what replaces it? This week's Bits + Bips connects AI, energy, inflation, and Bitcoin. In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by Daniel Ives, one of Wall Street's most closely followed technology analysts, to break down how AI is colliding with macroeconomics. They debate whether AI will ultimately be inflationary or deflationary, why energy may become the binding constraint on technological growth, and how rising productivity could force the Federal Reserve into uncomfortable trade-offs. The conversation also covers pressure on central bank independence, the fragility of trust in fiat systems, and why Bitcoin increasingly enters the conversation when that trust erodes. Hosts: Ram Ahluwalia Austin Campbell Christopher Perkins Guests: Daniel Ives, Managing Director and Senior Equity Research Analyst at Wedbush Links: Bitcoin Briefly Pops to $92K on Powell DOJ News, Then Retreats Tether Freezes $182 Million in USDT on Tron Learn more about your ad choices. Visit megaphone.fm/adchoices
Thank you to our sponsors, Uniswap and Figure Markets! Amid several years of economic challenges, Venezuela boasts a long and intriguing relationship with crypto. Following the capture of President Nicolas Maduro by the U.S. government, these crypto ties have again been brought into focus. In this Unchained podcast episode, Ledn cofounder Mauricio Di Bartolomeo and Economic Inclusion Group President Jorge Jraissati join Laura Shin to unpack this history, including the plausibility of the Latin American country sitting on a $60 billion Bitcoin stash. Mauricio details how the hums of Bitcoin mining rigs became the sound of freedom for Venezuelans. Jorge says post-Maduro Venezuela will “demand” a crypto powered economy. Will the crypto industry shape the future of Venezuela? And what does such a future look like? Hosts: Laura Shin Guests: Mauricio Di Bartolomeo, Cofounder and CSO of Ledn Jorge Jraissati, President of Economic Inclusion Group Links: Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela How Maduro's Capture and a ‘Pre-War World' Affects Bitcoin: Bits + Bips Brian Kelly on Token-Curated Registries, Robinhood Crypto Trading and the Petro Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode we are joined by Charlie from Felix to discuss the evolution of trading platforms. We focus on market structure incentives, liquidity and user experience challenges, competition among protocols, and how revenue models and product strategy shape long-term direction. 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 Felix: https://x.com/felixprotocol Follow Charlie: https://x.com/0xBroze Follow Shaundadevens: https://x.com/shaundadevens Follow Danny: https://x.com/defi_kay_ Follow Boccaccio: https://x.com/salveboccaccio -- 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 -- A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free. Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport -- 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 (0:50) Spot Liquidity and UX Issues (17:21) Felix Tokenized Stocks (20:10) HIP-3 Competition (29:37) BLP Overview (36:03) Building on Top of BLP (40:26) Consumer Apps vs Power Users (43:02) Uniswap Ad (43:47) Hyperliquid's Path Forward (53:12) Revenue and Buybacks (1:01:22) 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.
We're back with our first weekly roundup of 2026! This week we discuss Lighter token launch, Walmart's crypto strategy with OnePay, Erebor's $350m raise, what to expect in 2026 & more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Empire: https://twitter.com/theempirepod -- "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" -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- 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 (06:16) Lighter's Token Launch (13:36) Walmart's Crypto Strategy with OnePay (19:09) Erebor Raises $350m At a $4b Valuation (23:22) Ads (Mantle, Geodnet, Uniswap) (25:45) The Clarity Act (36:20) What To Expect In 2026 (43:32) 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, and our guests may hold positions in the companies, funds, or projects discussed.
Thank you to our sponsor, Uniswap! In this episode of Bits + Bips, hosts Austin Campbell, Ram Ahluwalia, and Chris Perkins are joined by macro strategist Peter Tchir to unpack one of the most consequential geopolitical events in years: the U.S. capture of Venezuelan President Nicolás Maduro. The conversation explores why Bitcoin surged past $94,000, what the operation signals about U.S. power and strategy, and how investors should think about energy, supply chains, and national security in a shifting global order. The group also debates whether crypto's 24/7 markets are revealing a structural weakness in traditional finance, whether Latin America is poised for an investment renaissance, and why “production for security” may replace ESG as the dominant investment framework. 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: Peter Tchir, Head of Macro Strategy at Academy Securities Links: Bitcoin Rallies to $93,000 After U.S. Attack on Venezuela The Venezuelan Oil Narative is PURE THEATRE Venezuela: The $60B+ Bitcoin "Shadow Reserve" Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Lex speaks with Michael Egorov - Founder of Curve Finance and YieldBasis. Kicking things off about his journey from experimental physicist to founder of Curve Finance and YieldBasis, highlighting how theoretical physics concepts influenced his creation of financial invariants in DeFi protocols.Curve pioneered fully automated concentrated liquidity for stablecoins and introduced veTokenomics, a governance model rewarding long-term commitment with voting power and protocol fees. Egorov defends veTokenomics against criticisms of unlock-driven volatility, citing that most CRV locks average over 3 years and behave like permanent commitments. YieldBasis expands Curve's approach by offering impermanent gain strategies to counter impermanent loss in volatile markets like Bitcoin, aiming to scale toward a $50B market ceiling.The discussion closes with reflections on DeFi token market structure challenges and Egorov's call for protocols to connect token value to real economic flows by activating fee-sharing mechanisms.NOTABLE DISCUSSION POINTS:veTokenomics Drives Long-Term Alignment and Token Sink EfficiencyMichael Egorov introduced veTokenomics in Curve to address short-termism in token governance by requiring users to lock CRV tokens for up to 4 years to gain voting power and protocol rewards. This mechanism has proven effective in practice, with the average CRV lock time exceeding 3 years, effectively removing tokens from circulation. Egorov notes that veTokenomics removed 3x more tokens from supply than buybacks would have, highlighting its material impact on protocol stability and investor alignment.YieldBasis Aims to Neutralize Impermanent Loss via Engineered Impermanent GainYieldBasis builds on Curve's AMM infrastructure by combining two layers: a Curve pool experiencing impermanent loss, and a complementary structure engineered to capture “impermanent gain”. This dual-layer approach statistically delivers net profit in volatile assets like Bitcoin, assuming mean-reverting price movements. Egorov estimates the market ceiling for this strategy at $50 billion, positioning YieldBasis as a scalable solution for volatility-based yield generation.DeFi's Market Structure Issues Stem from Uncertain Token-Economics LinkagesEgorov critiques much of DeFi for failing to connect protocol economics to token value. While Curve distributes fees directly to CRV lockers, most protocols (like Uniswap) have not activated fee-sharing mechanisms (”fee switches”), creating valuation uncertainty. Egorov argues that unless projects “turn the switch on” and reduce economic ambiguity, token pricing will remain volatile and fragile, hindering broader adoption and investment confidence.TOPICSCurve Finance, YieldBasis, Uniswap, MakerDAO, Convex, StakeDAO, Threshold Network, NuCypher, AladdinDAO, Athena, Yearn, DeFi, veTokenomics, AMM, Stablecoin, Tokenomics, Governance, CRV Token, Ethereum, ETH, Bitcoin, BTC ABOUT THE FINTECH BLUEPRINT
Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and fees, Uniswap's unification win, a new pro crypto CFTC chair, and why quantum computing may be Bitcoin's biggest long term risk. --- BANKLESS SPONSOR TOOLS:
Welcome to our final weekly roundup of the year! In this episode we reflect on our 2025 predictions before deep diving into our 2026 predictions. We discuss what to expect for stablecoins, prediction markets, the equity vs token debate & more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod -- Rob's 2025 predictions: https://x.com/HadickM/status/1876642292716482868 Santi's 2025 predictions: https://x.com/santiagoroel/status/1883931926047945064 Jason's 2025 predictions: https://x.com/JasonYanowitz/status/1876701413935325275 -- 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 (02:34) Rob's 2025 Predictions (10:15) Santi's 2025 Predictions (26:29) Jason's 2025 Predictions (29:31) Ads (VanEck, Uniswap) (31:13) 2026 Predictions: Will ETH Be Higher or Lower? (32:35) Stablecoins In 2026 (41:38) Return of The DeFi Mullet (51:30) Markets In 2026 (57:09) Privacy & Onchain Identity (01:01:38) Prediction Markets Will 10x (01:08:14) U.S Exchange Competition (01:17:02) Equity & Tokens Will Merge (01:19:45) Regulation in 2026 (01:21:43) Final Predictions -- 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.
Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Security remains work in progress for crypto — and that may be putting it mildly. This year Bybit was hacked for $1.5 billion, the largest exploit ever, crypto or otherwise. In this Unchained episode, Security Alliance members explain how crypto exploits have evolved, why smart contracts are no longer the primary vulnerability and why a security plan alone may not be enough. They take us inside how North Koreans are getting jobs at crypto and tech companies and how they operate. Plus, best practices for individuals that intend to hold their assets for the long-term. Test transactions and 2FA based on authenticator apps may not be ideal. Thank you to our sponsors, Uniswap and Mantle! Guests: Pablo Sabbatella, Member of SEAL (Security Alliance) and Founder of Opsek Isaac Patka, Wargames Initiative Lead at SEAL, and Founder of Shield3 Links: Unchained: How the $1.5 Billion Bybit Hack Could Have Been Prevented The Chopping Block: Code, Chaos & Consequences — What the Balancer Hack and Rollback Debates Mean for Crypto's Future How AI Agents Hacked Smart Contracts for $1 Apiece – DEX in the City DEX in the City: How Privacy in Crypto Makes Everyone's Finances More Secure Chainalysis crypto crime report SEAL 911 bot SEAL website with profiles of confirmed DPRK IT workers Timestamps:
This week, Jill Gunter from Espresso joins the show to discuss the state of crypto today. We deep dive into how has crypto evolved, why privacy matters, predictions for 2026, will Espresso launch a token & more. Enjoy! -- Follow Jill: https://x.com/jillgun Follow Jason: https://x.com/JasonYanowitz Follow Empire: https://twitter.com/theempirepod Join the Empire Telegram: https://t.me/+CaCYvTOB4Eg1OWJh -- 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. -- GEODNET is the world's largest RTK network, delivering real-time, centimeter-level precision for drones, robots, farmers, and first responders. Recognized by the U.S. Congress, this blockchain-powered network supports mission-critical applications across a wide range of industries. Discover how GEODNET is changing the world: [https://geodnet.com] -- 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 (02:44) The State of Crypto Today (10:21) How Has Crypto Evolved? (19:18) Ads (VanEck, Geodnet, Uniswap) (21:40) Why Privacy Matters (35:55) Who Wins In Crypto Infra? (45:56) Crypto's Identity Crisis (52:52) Predictions For 2026 (55:49) When Will Espresso Launch A Token? -- 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.
Crypto prices are down, but the most important players are still building. In this week's Weekly Rollup, Ryan and David break down Coinbase's push to become a financial super app, JPMorgan's first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots. They also unpack Solana's Firedancer finally going live, the growing fight over tokenholder rights at Aave and what Uniswap's unification proposal gets right, and why tokenization and prediction markets are advancing faster than prices suggest. ---
This week, we discuss whether 2025 is crypto's dot-com moment. We deep dive into how to allocate capital as crypto and fintech continue to merge, crypto's token-vs-equity dilemma, Coinbase's recent product releases, who wins the stablecoin race and more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod -- 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 (04:06) Is 2025 Crypto's Dot Com Moment? (13:12) Crypto's Token vs Equity Dilemma (28:30) Ads (VanEck, Uniswap) (30:12) Coinbase's Product Releases (35:25) Who Wins The Stablecoin Race? (46:58) Vaults (56:50) 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, and our guests may hold positions in the companies, funds, or projects discussed.
What was really happening inside the SEC during the Gensler years? Today, we sat down with Corey Frayer, former senior crypto policy advisor to SEC Chair Gary Gensler and now Director of Investor Protection at the Consumer Federation of America. We dig into how the agency thought about securities law, DeFi, Uniswap, stablecoins, SAB 121, and why platforms like Coinbase and Kraken ended up in the crosshairs. Corey defends the Gensler playbook while responding to the industry's harshest criticisms, from “regulation by enforcement” to claims of a political war on crypto. Corey Frayer: https://www.linkedin.com/in/corey-frayer-990a6b2 ------
Bitcoin hit a rare signal this week, dropping to its cheapest level relative to gold in nearly 15 years. Is that a buy signal or something deeper in the macro picture? Ryan and David break down what the BTC–gold anomaly really means, how liquidity, rates, and Trump's surprise Fed Chair pick factor in, and whether the market is entering a shallow cycle instead of a true winter. We also cover Ethereum's Fusaka upgrade, Vitalik's push to bring builders back to L1, Polymarket's mainstream breakout and CNN–Kalshi deal, and Aztec's 16K ETH privacy auction. Plus, the SEC's coming innovation exemption and the growing alliance between Larry Fink and Brian Armstrong. ------