Alle afleveringen

1.359 afleveringen, van nieuw naar oud

The Complete Zcash Roadmap | Sean Bowe and Dev Ojha

2 november 2026 · 1 uur 39 min
Afspelen

What would it take for private money to work at global scale? Zcash co-founder Sean Bowe and ZK researcher Dev join David Hoffman to unpack the next chapter of Zcash, from Tachyon's ambitious scaling roadmap to the challenge of building private wallets that actually work. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🌍 RIPIO | LOCAL CURRENCIES, ONCHAIN
https://bankless.cc/ripio

🛡️VIZOR | THE WALLET ZCASH DEVS USE
https://bankless.cc/vizor

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 Why Zcash Matters Now
07:53 AI Makes Privacy Urgent
11:20 The Zcash Development Roadmap
17:33 Privacy Without Compromises
25:26 Scaling Zcash With Tachyon
39:42 Private Wallets and Proof of Work
41:06 Zcash's Quantum Defense Roadmap
1:00:53 AI Threats and Formal Verification
1:12:53 Security Through Multiple Assumptions
1:19:37 Why Payments Come First
1:25:54 Funding Proof-of-Work Security
1:29:34 Governance and Coinholder Voting
1:34:53 ZEC Price and Protocol Threats

---
RESOURCES

Sean Bowe
https://x.com/ebfull

Dev Ojha
https://x.com/zkDragon

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
$VVV Community Call | October

1 november 2026 · 1 uur 4 min
Afspelen

Venice’s Head of Strategy, Jon joins David for the October $VVV community call to unpack Venice crossing 5M users and 1T daily tokens, $1M+ in monthly $VVV burns, the DeepSeek-powered growth surge, accelerating AI video demand, the new $VVV ETP, private AI in an era of rising data breaches, and what comes next.
---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
---
TIMESTAMPS
0:00 Intro
0:21 September AI Update
2:12 Token Growth Surge
8:36 Emissions and Diem Supply
16:10 Burn Mechanics Explained
23:40 OpenAI Privacy Controversy
32:00 Data Retention Warnings
35:52 Anthropic's Retention Shift
39:24 Privacy Boosts Venice
43:03 Minds and Model Combinations
52:48 Staking and Burn Questions
55:47 Data Center and Near
59:37 Lumara Film Festival
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures Lees meer
Inside the $6 Billion Binance Hack | Ari Redbord

30 oktober 2026 · 31 min
Afspelen

Binance was hit by a $6 billion hack. What happens when the stolen crypto starts moving? TRM Labs' Ari Redbord joins David Hoffman to unpack the frantic first hours of the response, how stablecoin issuers froze billions, and the clues pointing investigators toward North Korea. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🌍 RIPIO | LOCAL CURRENCIES, ONCHAIN
https://bankless.cc/ripio

🛡️VIZOR | THE WALLET ZCASH DEVS USE
https://bankless.cc/vizor

---
TIMESTAMPS

00:00 The $6B Binance Hack
01:38 Inside TRM's War Room
03:29 Freezing Billions and Tracking Funds
08:51 Law Enforcement and Attack Clues
13:50 Why North Korea Is Different
21:26 The Regulatory Fallout for Crypto
24:53 AI and the Next Cyber Threat
27:43 Securing Crypto After the Attack

---
RESOURCES

Ari Redbord
https://x.com/ARedbord

TRM Labs
https://www.trmlabs.com/

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Bitcoin to $57K? | Wall Street Bets on Hyperliquid | The Tokenization War | Zcash Drama

30 oktober 2026 · 1 uur 11 min
Afspelen

Bitcoin to $57K or a new bull market? Ryan and David unpack the wildly conflicting price predictions, Hyperliquid’s Wall Street breakthrough, the fight over tokenized stocks, Robinhood Chain’s revenue collapse, and Zcash’s governance controversy. Lees meer

---

📣NEAR HACKATHON | $250,000 PRIZE POOL

https://bankless.cc/near-hackathon

---

BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🛡️VIZOR | THE WALLET ZCASH DEVS USE

https://bankless.cc/vizor

🌎RIPIO | LOCAL CURRENCIES, ONCHAIN

https://bankless.cc/ripio

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS & RESOURCES

0:00 Intro

0:12 Bitcoin's $57K Warning & Macro Fears

https://x.com/Jason/status/2114956980674605075

https://x.com/KobeissiLetter/status/2115504620219007201

https://polymarket.com/event/fed-decision-in-december

10:17 Bitcoin Price Predictions: $200K to $1.6M

https://x.com/willywoo/status/2114852726337347670

https://x.com/intangiblecoins/status/2114730275242426648

https://x.com/Bitwise/status/2115494114980458741

https://x.com/coinbureau/status/2114690544588996809

https://x.com/TrustlessState/status/2115791352579391896

24:30 Hyperliquid's Wall Street Breakthrough

https://x.com/tradexyz/status/2115755854125478285

https://x.com/standuquesne/status/2115777839622689036

https://x.com/elonmusk/status/2115823011399938182

https://x.com/NYSE/status/2115802359959790069

31:43 The War Over Tokenized Stocks

https://www.theblock.co/news/business/2026-10-05-okx-ice-joint-venture-tokenized-stock-trading-417613

https://x.com/mikemaccana/status/2114427237521117472

https://x.com/toly/status/2115483790109974844

https://x.com/haydenzadams/status/2115648239525585168

44:45 Robinhood Chain's Revenue Collapse

https://x.com/ceterispar1bus/status/2115402880253300753

https://x.com/AltcoinDaily/status/2115205102533509141

https://x.com/econoar/status/2114838303266705789

52:58 Zcash's $125M Dev Fund Controversy

https://x.com/…
Wall Street, Regulation, and the Future of Money | J. Christopher Giancarlo

27 oktober 2026 · 1 uur
Afspelen

Is crypto building a freer financial system, or giving Wall Street and Washington new ways to control it? Former CFTC Chairman Chris Giancarlo returns to Bankless to unpack crypto's political battles, why he believes Wall Street will move onto digital rails by 2040, and what the 2008 financial crisis taught him about the limitations of traditional finance. Plus, the evolution of Bitcoin futures and perpetuals, the debate over stablecoins and CBDCs, and why financial privacy may matter more than the technology itself. His new book, The New Adventures of CryptoDad, brings these questions into focus. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🌍 RIPIO | LOCAL CURRENCIES, ONCHAIN
https://bankless.cc/ripio

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

00:00 CryptoDad's New Mission
04:36 How Crypto Became Political
12:16 Why the SEC Crackdown Failed
17:09 Bitcoin Futures, Perps, and Regulation
27:54 Passing the CFTC Baton
33:52 Who Controls Digital Finance?
39:40 The 2008 Banking Blind Spot
45:31 Wall Street Moves Onchain
50:52 Privacy and the Digital Dollar

---
RESOURCES

Christopher Giancarlo
https://x.com/giancarloMKTS

The New Adventures of CryptoDad
https://www.amazon.com/New-Adventures-CryptoDad-Digital-Century/dp/1394431228

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
What Is Bitcoin Telling Us? | Michael Howell, Macro Analyst

26 oktober 2026 · 1 uur 18 min
Afspelen

Could Bitcoin be signaling the next liquidity recovery before the rest of the market sees it? Global liquidity expert Michael Howell returns to Bankless to revisit his 2027 outlook, explain why Bitcoin's $70K level matters, and examine whether the next market rebound could arrive sooner than expected. Ryan and David dig into rising Treasury yields, the Fed and Treasury's evolving relationship, Michael's "Treasury QE" thesis, and the four phases of the liquidity cycle. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🌍 RIPIO | LOCAL CURRENCIES, ONCHAIN
https://bankless.cc/ripio

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

00:00 Is Bitcoin Signaling an Early Liquidity Recovery?
07:35 The $70K Bitcoin Level That Could Change Everything
11:08 What's Really Driving Treasury Yields Higher?
19:55 Michael Howell vs. Ray Dalio on the Future of Bonds
28:48 Inflation, Economic Growth, and the Liquidity Squeeze
35:02 The Four Phases of the Liquidity Cycle and What to Own
41:07 Can the AI Boom Defy the Market Cycle?
51:08 Treasury QE and the Fed's New Liquidity Playbook
1:01:06 Why China's Liquidity Could Be Driving Gold
1:06:19 Bitcoin vs. Gold as Monetary Inflation Hedges
1:11:08 How Much Could Global Liquidity Grow?

---
RESOURCES

Michael Howell’s Substack
https://capitalwars.substack.com/

Global Liquidity Index
https://www.glindexes.com/

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Black October! What Is Happening to the Internet? | Hari Mulackal & Odysseas Lamtzidis

24 oktober 2026 · 45 min
Afspelen

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
---
Is AI turning the entire internet into a dark forest? Security experts Hari Mulackal and Odysseas Lamtzidis join David Hoffman to unpack Black October, why AI-powered hacking is becoming cheaper and more scalable, how defenders are falling behind, and what it means for your crypto and personal data.
---
BANKLESS SPONSOR TOOLS:
🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026
🌍 RIPIO | LOCAL CURRENCIES, ONCHAIN
https://bankless.cc/ripio
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
👑BANKLESS CONTENT MCP
https://www.bankless.com/premium
---
TIMESTAMPS
0:00 Intro
0:08 Black October: Cybersecurity’s New Reality
1:01 Why Cyber Incidents Are Surging
4:06 AI Makes Hacking Cheap and Scalable
6:46 The Real-World Cost of Data Breaches
11:00 AI, Personal Data, and Targeted Scams
15:32 Is Mass Data Exposure Inevitable?
18:02 What the CVE Explosion Reveals
20:50 Can AI Defenders Keep Up?
23:22 Why Crypto May Be Better Prepared
27:34 Are Crypto Assets Still Safe?
31:41 A Silver Lining After the Cyber Turbulence
34:18 Practical Security Advice for Individuals
36:05 Redundancy, Self-Custody, and Limiting Risk
38:02 Simple Steps to Protect Your Wallet
40:39 What Crypto Custodians Should Do
41:29 Security Startups and How They Can Help
---
RESOURCES
Hari Mulackal
https://www.linkedin.com/in/hari-mulackal
Odysseas Lamtzidis
https://www.linkedin.com/in/odysseaslamtzidis
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures Lees meer
ROLLUP: Black October | Uptober Lasted 4 Hours | JPMorgan's Bitcoin Forecast | Gold Alchemy

23 oktober 2026 · 56 min
Afspelen

Uptober lasted four hours. Now comes Black October: rising war fears, AI-powered cyber threats, and a market on edge. Ryan and David debate whether crypto is next, JPMorgan’s bullish Bitcoin forecast, fusion-made gold, and a major stablecoin win. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🌎RIPIO | LOCAL CURRENCIES, ONCHAIN

https://bankless.cc/ripio

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP

https://www.bankless.com/premium

---

TIMESTAMPS & RESOURCES

0:00 Intro

0:08 Black October, Uptober & Market Jitters

https://www.coingecko.com/

https://apnews.com/article/mideast-yemen-saudi-israel-october-22-2026-dde5b98a8bf961224514994b02babce9

https://x.com/TrustlessState/status/2113252218568679571

https://x.com/coinbureau/status/2113215401983152439

5:38 Bitcoin's Early Bull Case

https://thedefireport.io/research/cycle-awareness-update-3e75

9:26 JPMorgan's Bitcoin Forecast & Ethereum's Struggles

https://am.jpmorgan.com/us/en/asset-management/adv/insights/portfolio-insights/ltcma/

https://x.com/saylor/status/2112587713060757820

https://x.com/Matt_Hougan/status/2112387154923983105

https://imgur.com/8j76G5h

20:23 Crypto Movers: Pearl, Lighter, Venice & Monero

https://x.com/zoomerfied/status/2112970717591748767

https://x.com/TrustlessState/status/2112966535744544859

https://www.21shares.com/en-eu/product/venc

https://www.coingecko.com/en/coins/monero

28:31 Black October: Cyberattacks, AI & Banking Risks

https://x.com/takaichi_sanae/status/2112890642590564386

https://x.com/NSACyber/status/2112903220209098897

https://x.com/Mudit__Gupta/status/2112938784392163779

https://x.com/devmuzzammil/status/2113042127039164663

https://x.com/nic_carter/status/2113064786556592250

https://x.com/jachiam0/status/2112968705240109558

https://x.com/eastdakota/status/21130…
The CFTC’s Proposed Rules to Reshape US Crypto Markets | CFTC Chair Mike Selig

19 oktober 2026 · 1 uur 11 min
Afspelen

Could American crypto traders finally get the same features available on offshore exchanges? CFTC Chair Mike Selig joins David Hoffman to unpack Reg CTX and Reg CAM, two proposed rules that could bring retail spot margin trading and a new federal framework for crypto exchanges to the US. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🌍 RIPIO | LOCAL CURRENCIES, ONCHAIN
https://bankless.cc/ripio

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

00:00 CFTC Chair Mike Selig Returns
03:09 Why Financial Markets Need Federal Regulation
11:13 Who Actually Regulates Spot Bitcoin?
17:27 The CFTC, FinCEN, and State Regulators
22:29 The New Crypto Regulatory Trilogy
27:16 Reg CTX: Bringing Margin Trading Onshore
29:22 Reg CAM: A New Federal Exchange Framework
31:11 The Problem with 50 State Licenses
35:11 What Retail Crypto Leverage Could Look Like
39:24 Ending the SEC and CFTC Turf War
42:58 The Risks of Combining Financial Businesses
54:04 What Other Products Could This Unlock?
56:35 Where the CFTC Gets Its Authority
1:01:05 Can These Rules Survive Without the CLARITY Act?
1:05:05 Prediction Markets and the Supreme Court
1:08:11 How the Crypto Industry Can Respond

---
RESOURCES

CFTC Chair Mike Selig
https://x.com/ChairmanSelig

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Redtober Is Here | AI Debt Fears | $102M Ledger Attack | Richard Heart Arrested

16 oktober 2026 · 1 uur 5 min
Afspelen

Uptober has turned into Redtober. Ryan and David unpack crypto’s selloff, why the early bull market may still be intact, and how inflation and AI debt fears are rattling markets. Plus, Ledger’s $102M supply-chain attack, Bank of America’s $5B scandal, and Richard Heart’s arrest. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🌎RIPIO | LOCAL CURRENCIES, ONCHAIN

https://bankless.cc/ripio

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP

https://www.bankless.com/premium

---

TIMESTAMPS & RESOURCES

0:00 Intro

0:09 Redtober: Crypto Selloff & Early Bull

https://imgur.com/Jx7GgQg

https://thedefireport.io/research/early-bull-reset

https://x.com/tulipking/status/2110373109861675080

https://polymarket.com/predictions/midterms

10:38 Hot Inflation & AI Market Risks

https://x.com/KobeissiLetter/status/2110711659115200824

https://imgur.com/dok7hZN

https://www.noahpinion.blog/p/ai-vs-the-railroads

19:55 Ray Dalio's Debt Warning

https://www.tradingview.com/news/benzinga:ef9c504ad094b:0-ray-dalio-warns-us-debt-crisis-could-deepen-as-2-1t-in-new-treasury-supply-hits-market-credit-market-players-call-that-a-death-spiral/

26:23 Ledger's $102M Supply-Chain Attack

https://x.com/Ledger_Support/status/2108551100613714002

https://x.com/MagicalTux/status/2108556423445835827

https://thehackernews.com/2026/10/ledger-finds-unauthorized-hardware.html

https://news.bitcoin.com/security/cryptobilis-founder-reveals-company-was-sold-months-before-exploit/

31:34 France's Crypto Wallet Reporting Proposal

https://x.com/alistairmilne/status/2110051872363159959

34:52 Bank of America, CZ & Debanking

https://x.com/cz_binance/status/2110309077175963947

https://x.com/nic_carter/thread/2110375740097138847

41:15 Richard Heart Arrested

https://www.coindesk.com/policy/2026/10/15/hex-founder-richa…
Cypherpunk Owns $500M of Zcash and 18% of Its Hashrate | CIO Will McEvoy

12 oktober 2026 · 55 min
Afspelen

In a world of powerful AI, how private is a public blockchain? Will McEvoy, CIO of Cypherpunk Technologies and principal at Winklevoss Capital, joins David to explore why Bitcoin holders may be rethinking transparency and why Zcash is attracting renewed attention. They break down Cypherpunk's ambitious plan to accumulate 5% of the Zcash supply, the surprising economics behind its mining business, and the larger opportunity in digital privacy. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Why Zcash Is Back in the Spotlight
3:24 Why Did Zcash Take So Long to Break Out?
5:09 Who Is Buying Zcash?
8:03 Can AI Identify Bitcoin Whales?
12:33 Inside Cypherpunk Technologies
16:39 Cypherpunk's Treasury and Valuation
17:57 Why Zcash Mining Is So Profitable
27:38 The Gap Between Zcash's Price and Hashrate
31:21 Mining Zcash and Keeping It
33:01 Why Buy CYPH Instead of Zcash?
38:05 What Is Cypherpunk Technologies Actually Worth?
41:44 Zcash's Builders and the Orchard Bug
46:37 Will McAvoy's Investing Background
49:23 Could Zcash Reach $10,000?
51:22 Will Governments Accept Financial Privacy?

---
RESOURCES

Will McEvoy
https://x.com/will__mcevoy

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: AI Threatens Crypto Security | Tom Lee Stops Buying ETH | Ethereum L2s Shut Down | Zcash ETFs

9 oktober 2026 · 57 min
Afspelen

Could AI break crypto before quantum does? Ryan and David unpack Justin Drake’s “bunker mode” warning, whether holders should move funds, Tom Lee’s decision to stop buying ETH, and the shutdown of two Ethereum L2s. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🎯 THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑 BANKLESS CONTENT MCP

https://www.bankless.com/premium

---

TIMESTAMPS & RESOURCES

0:00 Intro

1:51 Yields, Oil & Bitcoin

https://www.tradingview.com/symbols/TVC-US10Y

https://x.com/santiagoaufund/status/2107548024310464790

https://x.com/josephwang/status/2108100745086275897

https://farside.co.uk/btc/

https://www.theblock.co/news/business/2026-10-07-robinhood-adds-25-million-bitcoin-balance-sheet-417890

9:32 Tom Lee Stops Buying ETH

https://x.com/coinbureau/status/2107763103756878003

https://x.com/lex_node/status/2107811138532774349

https://x.com/fundstrat/status/2108072716960149662

19:06 AI Threatens Crypto Security

https://x.com/drakefjustin/status/2107837081313505768

https://www.nytimes.com/2026/10/06/science/openai-math-problems.html

https://x.com/matthew_d_green/status/2107992246360649879

31:24 Cryptographers Push Back

https://x.com/LindellYehuda/status/2107999859219587309

https://x.com/mert/status/2108058959852773442

https://x.com/vitalikbuterin/status/2107976296320106851

37:00 Ethereum L2 Shutdowns

https://x.com/blast/status/2106032805280891073

https://x.com/AbstractChain/status/2107554632675340420

https://x.com/Starknet/status/2108113391525204034

41:25 Zcash ETF Momentum

https://www.analyticsinsight.net/news/grayscales-zcash-etf-reaches-usd-1b-as-zec-price-gains-lift-assets

https://www.theblock.co/news/markets/2026-10-06-winklevoss-files-spot-zcash-etf-wink-417826

44:57 FinCEN Withdraws Wallet Rules

https://www.fincen.gov/news/news-releases/fincen-anno…
Why the Near $NRR ETF is Different | Hunter Horsley and Sal Ternullo

5 oktober 2026 · 44 min
Afspelen

NEAR just got a new institutional gateway, but the ETF may only be the beginning of the story. Bitwise CEO Hunter Horsley and Sovereign’s Sal Ternullo join David to unpack why investors are starting to view NEAR through the lens of AI, how NEAR Intents has already processed more than $32 billion in volume, what staking and token buybacks mean for the asset, and why a future filled with many AI models, chains, agents, and stablecoins could play directly into NEAR’s strengths. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 NEAR’s New ETF
2:15 Bitwise and NEAR
8:49 Selling NEAR to Investors
12:18 Intents and Buybacks
20:23 Staking and ETF Demand
26:34 The AI Opportunity
33:11 Many Models, Many Chains
38:37 AI Privacy
42:48 Closing Thoughts

---
RESOURCES

Sal Ternullo
https://x.com/sal_ternullo

Hunter Horsley
https://x.com/HHorsley

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
$VVV Community Call | September

4 oktober 2026 · 1 uur 5 min
Afspelen

Venice‘s Head of Strategy Jon, joins David for the September $VVV community call to unpack Venice reaching 250B daily tokens, the latest $VVV emissions cuts and $DIEM supply changes, accelerating burns, rising demand for private AI, Venice Minds, the upcoming data center rollout, and what comes next. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---

[TIMESTAMPS]

0:00 Intro
0:21 September AI Update
2:12 Token Growth Surge
8:36 Emissions and Diem Supply
16:10 Burn Mechanics Explained
23:40 OpenAI Privacy Controversy
32:00 Data Retention Warnings
35:52 Anthropic's Retention Shift
39:24 Privacy Boosts Venice
43:03 Minds and Model Combinations
52:48 Staking and Burn Questions
55:47 Data Center and Near
59:37 Lumara Film Festival

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS

2 oktober 2026 · 1 uur
Afspelen

Bitcoin just broke its bearish market structure, but surging bond yields could still test the rally. Ryan and David unpack Uptober, Robinhood’s trading push, the Bitget hack, and prediction markets’ path to the Supreme Court. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🎯 THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑 BANKLESS CONTENT MCP

https://www.bankless.com/premium

---

TIMESTAMPS & RESOURCES

0:00 Intro

0:09 Bitcoin Breaks Bearish Structure

https://www.coingecko.com/en/coins/bitcoin

https://x.com/hariskhantrader/status/2104621748591403035

6:35 Bond Yields, Liquidity & Macro Risk

https://x.com/KobeissiLetter/status/2105337195884052870

https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30/

https://x.com/KobeissiLetter/status/2105355997892239838

https://x.com/EpsilonTheory/status/2105345560064745548

https://www.tradingview.com/symbols/TVC-MOVE/

https://x.com/KobeissiLetter/status/2105279482957369587

22:06 Robinhood Goes All-In

https://x.com/fintechfrank/status/2105082039733305734

https://x.com/TrustlessState/status/2105062331436966323

https://x.com/TrustlessState/status/2105063773165818119

https://x.com/TrustlessState/status/2105072369509257220

https://robinhood.com/us/en/agents/

33:19 BitGet Hack & NEAR Permissionless Debate

https://www.theblock.co/news/business/bitget-starts-phased-withdrawal-resumption

https://x.com/AlexAuroraDev/status/2104554958754357482

https://x.com/TrustlessState/status/2104955420401955273

https://x.com/kylekrason/status/2104562944457740481

https://x.com/near_intents/status/2105642219357241796

44:23 Prediction Markets Head to Court

https://www.legalreader.com/new-york-sues-polymarket-over-gambling-rules/

https://www.reuters.com/business/finance/us-appeals-court-rules-against…
Is Variational the Next Hyperliquid? | CEO Lucas Schuermann and Justin Bram

30 september 2026 · 50 min
Afspelen

What if the next major onchain trading platform looks less like a crypto exchange and more like Robinhood with institutional liquidity underneath? Variational co-founder Lucas Schumann and Head of Product Justin Bram join David to unpack the broker model behind Variational, why they believe swaps can improve on perps for real-world assets, and how TradFi liquidity can be brought onchain without rebuilding every market from scratch. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Broker, Not Exchange
5:07 Why Brokerage Wins for Retail
8:22 What Is a Swap?
9:58 The Real Cost of Trading
11:43 Bringing TradFi Liquidity Onchain
14:44 Building Variational
23:14 From Crypto Traders to Everyone
26:42 The Next User Base
30:35 What Actually Happens Onchain?
34:00 Inside OLP
37:03 Arbitrum and User Funds
39:44 The VAR Token and 32% Airdrop
42:34 Funding the Token Model
44:11 The 2027 Roadmap
47:44 Protocol or Platform?

---
RESOURCES

Lucas Schuermann
https://x.com/variational_lvs

Justin Bram
https://x.com/JustinCBram

Variational
https://www.variational.io/en

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Ben Cowen Says You Have Permission to be Bullish

28 september 2026 · 58 min
Afspelen

Ben Cowen is back on Bankless after publicly admitting one of his key Bitcoin calls was wrong. What changed? Ben and David unpack the breakout that challenged his bear-market thesis, whether the four-year cycle is still intact, why Bitcoin is shrugging off a macro environment Ben expected to pressure it, and the crucial difference between easier monetary policy and genuinely abundant global liquidity. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Ben Cowen Admits What He Got Wrong
3:30 Did the Bear Market End Too Easily?
6:06 Why This Bear Market Looks Different From 2022
9:59 Is the Four-Year Cycle Still Alive?
12:27 What an Early Low Means for the Next Bull Market
14:02 Why Altcoins Are Already Moving
19:15 Monetary Policy vs. Global Liquidity
22:56 Does Altseason Need a Crisis?
28:13 Why Liquidity Could Stay Tight
31:56 Can Bitcoin Catch Up to Stocks?
34:41 Five Years of Restrictive Conditions
37:27 Is Retail Finally Coming Back?
45:46 Bitcoin Defies the Macro Setup
48:47 The Weekly Bitcoin Close That Matters
53:43 Building a Conference Around Disagreement

---
RESOURCES

Ben Cowen
https://x.com/benjamincowen

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

25 september 2026 · 1 uur 1 min
Afspelen

The bull market may be back, but Bitcoin might not be leading it. Ryan and David break down the early-bull signals, Zcash and NEAR’s surge, rising yields, Kalshi’s wash-trading controversy, and BlackRock’s expanding crypto push. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🎯 THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑 BANKLESS CONTENT MCP

https://www.bankless.com/premium

---

TIMESTAMPS & RESOURCES

0:00 Intro

0:28 Early Bull Confirmed

https://thedefireport.io/research/early-bull-confirmed

https://x.com/benjamincowen/status/2102007452057079986

https://x.com/benjamincowen/status/2102572123185107151

https://x.com/saylor/status/2102011709808353551

13:23 New Bull Market Leaders

https://www.bankless.com/read/this-is-not-bitcoin-s-cycle

https://x.com/Delphi_Digital/status/2064430003731804517

https://www.coingecko.com/en/coins/zcash

https://www.coingecko.com/en/coins/near

https://x.com/TrustlessState/status/2100789397960704285

https://x.com/TrustlessState/status/2102787878552015357

https://x.com/CosimoCapital/status/2102886894115696978

33:18 Rising Yields & the Debasement Trade

https://x.com/Geiger_Capital/status/2103118843061182872

https://www.tradingview.com/symbols/TVC-US10Y/

https://www.tradingview.com/chart/KZYJV3ef/

https://www.oaktreecapital.com/insights/memo/shall-we-repeal-the-laws-of-economics---part-iii

42:29 Kalshi Wash Trading Drama

https://x.com/icobeast/status/2101358009477632410

https://x.com/beniduboss/status/2101459048247808010

https://news.kalshi.com/p/the-facts-behind-kalshi-s-perpetuals-volume

https://cointelegraph.com/news/kalshi-says-cftc-hasnt-contacted-it-over-unusual-5b-trading-activity

47:57 Vitalik Backs Trueo

https://www.coingecko.com/en/coins/true

https://trueo.com/

https://x.com/VitalikButerin/status/2102143283493507554

https://x.com/…
FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

23 september 2026 · 57 min
Afspelen

Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paired memes on Robinhood Chain, and the strange possibility that speculative trading could actually bootstrap liquidity for tokenized equities. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Meme Coins Are Back
5:47 Can Meme Markets Mature?
7:48 AI as a Safety Layer
13:10 Stock-Paired Meme Coins
17:01 Building Stronger Schelling Points
21:00 Will Public Companies Care?
28:56 The Community Takeover Scenario
32:18 Meme Coins as a Liquidity Engine
36:16 How Andy and Eric Use FOMO
42:39 What Signals Actually Matter
47:54 When Do You Sell a Loser?
52:26 FOMO Rewards and Public Trading Data
55:36 The $20K ETH Jinx

---
RESOURCES

Andy 8052
https://x.com/andy8052

Eric Conner
https://x.com/econoar

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

21 september 2026 · 38 min
Afspelen

Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already happening outside normal trading hours, and what changes when equities become programmable, composable and available across DeFi. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Bringing Tokenization to the U.S.
2:17 How Robinhood Stock Tokens Actually Work
5:19 TradFi Pushback and Demand for Tokenized Stocks
7:59 Voting Rights, Redemption and DeFi Utility
10:29 What Happens When Stocks Trade on Weekends
13:42 Will Blockchain Become the Primary Market?
18:46 Robinhood Chain’s Early Traction
21:22 Beyond Stocks: Real Estate, Gold and More
24:22 How Robinhood Chooses What to Build
26:36 What U.S. Users Still Can’t Access
29:49 Combining Tokenized Stocks With Perps
32:51 Why Robinhood Chose Ethereum
35:32 AI Agents and the Next Robinhood Products

---
RESOURCES

Johann Kerbrat
https://x.com/JohannKerbrat

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

18 september 2026 · 53 min
Afspelen

Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’s path into the U.S. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🎯 THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑 BANKLESS CONTENT MCP

https://www.bankless.com/premium

---

TIMESTAMPS & RESOURCES

0:00 Intro

0:26 Bull Market Signals: BTC, Zcash & Altcoins

https://x.com/econoar/status/2099874713539604734

https://x.com/TrustlessState/status/2100286172253815281

https://x.com/AviFelman/status/2100288435474825301

https://x.com/NEARProtocol/status/2099968050405495246

https://x.com/NEARProtocol/status/2099883498848784778

8:39 Macro: Tom Lee, Bonds & the Fed Hike

https://x.com/StockMKTNewz/status/2100267546683543913

https://x.com/geiger_capital/status/2099503989364609340

https://x.com/CNBC/status/2100284014221295770

https://www.bloomberg.com/news/videos/2026-09-16/fed-chairman-warsh-calls-rate-hike-a-sober-decision-video

https://www.cnbc.com/2026/09/16/trump-fed-interest-rate-warsh.html

23:43 Clarity Act Falls Apart

https://x.com/CoinDesk/status/2099429197034766830

https://x.com/tradfi/status/2099319531168731528

https://x.com/Polymarket/status/2099529644596731950

https://x.com/EleanorTerrett/status/2100389230874689650

26:27 Regulators Fill the Gap: SEC & Tokenized Stocks

https://x.com/chairmanselig/status/2100232064259735589

https://x.com/SECPaulSAtkins/status/2100256253645668860

https://x.com/hosseeb/status/2100274788170162522

https://x.com/SECPaulSAtkins/status/2100572313334821271

https://x.com/Bankless/status/2100582318335275190

https://x.com/NateGeraci/status/2100581006004691453

42:31 The Crypto Options Race

https://thedefireport.io/research/the-watch-list-derive-drv

h…
Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle

16 september 2026 · 52 min
Afspelen

Circle just launched Arc Mainnet, and its ambition is much bigger than putting USDC on another blockchain. Circle Chief Product and Technology Officer Nikhil Chandhok joins David on launch day to unpack the vision for an “economic OS” built around fast settlement, stablecoin gas, privacy, and institutional-grade financial infrastructure. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Arc Mainnet Is Live
2:57 The “Economic OS” Vision
5:29 Validators, Privacy and Post-Quantum Security
8:27 How Private Is Arc?
12:24 Immutability and the Lazarus Test
16:14 What Gets Built on Arc First?
19:19 AI Agents Become Economic Actors
26:45 Agentic Commerce Gets Real
33:17 Reputation, Nano-Payments and Agent Credit
36:37 Tokenized Stocks and 24/7 Markets
39:59 Solving the On-Ramp and FX Problem
47:39 What Happens After Launch Day?
49:16 Closing Thoughts

---
RESOURCES

Nikhil Chandhok
https://x.com/chandhok

Arc
https://www.arc.io/

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive

14 september 2026 · 46 min
Afspelen

Getting the direction of ETH right doesn’t guarantee you survive the trade. Derive co-founder Nick Forster joins David Hoffman to unpack why crypto’s options market has lagged behind perps, and why he believes that is changing. From the October 10 crash to a $300,000 Ethereum trade, they explore the different risks of leveraged bets, where options-based yield comes from, and why the deadline matters. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Why Options Lagged
5:56 The October 10 Shift
9:03 Options vs. Perps
21:37 Market Size & Economics
27:26 Derive’s HYPE Strategy
30:01 Why Onchain Matters
33:09 Inside the Risk Engine
35:51 What V3 Changes
38:02 Options in Everyday Apps
41:53 Does Volume Lift Prices?
44:08 Following Derive

---
RESOURCES

Nick Forster
https://x.com/nickforster

Derive
https://x.com/DeriveXYZ

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy

11 september 2026 · 1 uur 5 min
Afspelen

Crypto speculation is back, but is this really a new bull phase? Ryan and David unpack the altcoin surge, Treasury’s escalating bond-market fight, Robinhood’s tokenized stock boom, and the OpenAI controversy raising new questions about AI, privacy, and ownership. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🎯 THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑 BANKLESS CONTENT MCP

https://www.bankless.com/premium

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:03 Altcoin Season & Degen Debasement Trade

https://www.tradingview.com/symbols/BTC.D/

https://x.com/JustDeauIt/status/2095608847381733386

16:00 Treasury vs. The Bond Market

https://x.com/KobeissiLetter/status/2097708859531923682

https://x.com/KobeissiLetter/status/2097719382533177507

https://x.com/uncnooman/status/2097579298181853548

https://x.com/Hedgeye/status/2098029288092013024

https://x.com/Hedgeye/status/2098045985926914317

https://x.com/KobeissiLetter/status/2097746862463955076

http://pbs.org/newshour/politics/watch-trump-promises-5000-dividend-for-americans-if-gop-wins-midterms

27:31 Robinhood Chain & AMC’s Tokenized Stock War

https://x.com/0xcarlosg/status/2096919808235208766

https://x.com/uttam_singhk/status/2096903386168021033

https://x.com/Pumpfun/status/2097785975434846285

https://x.com/haydenzadams/status/2095874039927509161

https://x.com/haydenzadams/status/2095932954417451020

https://x.com/CEOAdam/status/2095622531524784212

https://x.com/vladtenev/status/2095711439810159027

https://x.com/CEOAdam/status/2095761359388520460

https://x.com/Ryan__Rigg/status/2097744223269188000

https://x.com/TrustlessState/status/2098063002205659638

40:12 OpenAI Math & Privacy Controversy

https://x.com/OpenAI/status/2097374640582668336

https://x.com/OpenAI/status/2097375276384567642

https://x.com/hosseeb/status/209721737875…
The New Economics of Crypto Tokens | Austin Barack

7 september 2026 · 1 uur 7 min
Afspelen

What if the most interesting crypto investments of the next cycle aren’t new blockchains at all? RockawayX Liquid founder Austin Barack joins David to explain why his attention has shifted toward a small group of applications with real users, rapidly growing revenue, and increasingly explicit token value capture. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Finding Growth and Value in Crypto
4:17 Why Liquid Tokens Are Winning His Attention
7:00 How Austin Values Venice and VVV
15:34 The Biggest Bet in the Venice Model
24:53 Can Venice Balance Growth and Token Value?
32:53 Venice Growth and the OpenRouter Signal
37:31 Can Fundamental Tokens Outperform the Crypto Cycle?
43:50 Pump, Hyperliquid and EtherFi
48:57 EtherFi’s Shift Into a Neo Brokerage
58:24 Why the Market Discounts Pump
1:02:42 The Next Era of Crypto

---
RESOURCES

Austin Barack
https://x.com/AustinBarack

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Robinhood’s Meme Economy | Solana Cuts Issuance | Saylor’s Comeback | AI Alarm

4 september 2026 · 1 uur 7 min
Afspelen

Robinhood Chain is exploding as memecoins collide with tokenized stocks and Haseeb thinks the whole thing may end badly. Ryan and Haseeb unpack the new casino economy, Saylor’s Bitcoin comeback, Solana’s issuance cut, and the latest AI safety scare. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🔑 BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner

https://bankless.cc/bitkey

📊 BITGET | TOKENIZED STOCKS 2.0

https://bankless.cc/bitget-stocks

🎯 THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑 BANKLESS CONTENT MCP

https://www.bankless.com/premium

---

TIMESTAMPS & RESOURCES

0:00 Intro

2:32 Macro Bounce & Treasury-Fed Tug-of-War

https://x.com/exec_sum/status/2095153582819414237

https://www.cnbc.com/2026/09/01/bessent-trump-bond-yields-g20.html

https://x.com/0xVirtanen/status/2095121085079462032

https://x.com/hosseeb/status/2095008393434108373

12:41 Saylor’s Bitcoin Comeback

https://x.com/saylor/status/2095524315936530834

https://x.com/Strategy/status/2094396231866777976

https://x.com/AIGOLDOfficial/status/2095360679226364361

https://x.com/AltcoinPro_/status/2095319252769366525

17:35 Robinhood Meme & Stock Token Mania

https://x.com/MikeIppolito_/status/2095210343244894659

https://x.com/MikeIppolito_/status/2095211833124639103

https://x.com/haydenzadams/status/2095261533236252831

https://x.com/nansen_ai/status/2095350826047049942

https://x.com/nansen_ai/status/2095350856610926677

https://x.com/hosseeb/status/2095539969297404266

31:41 Ethereum, Solana & the Issuance Vote

https://x.com/LorenzoARK/status/2094517633122979994

https://x.com/web3_data/status/2095054796344406404

https://x.com/0xcarlosg/status/2095444848551633401

https://x.com/P2Pvalidator/status/2094363684361388089

https://x.com/stevenzeiler/status/2094908384789123200

https://x.com/mert/status/2093359812633…
FWA and the New Market Structure for NFTs | Adam (Rhynotic) and Eric Conner

3 september 2026 · 56 min
Afspelen

What if the answer to NFT liquidity looked more like opening a Pokémon pack than trading on a traditional marketplace? FWA creator Adam “Rhynotic” joins David Hoffman and Eric Conner to unpack Fake World Assets, an Ethereum protocol combining random NFT pulls, ETH-backed liquidity and permissionless market infrastructure. They explore why FWA has made NFTs fun again, how its unusual pricing and buyback mechanics work, the FWA token, custom pools and FWAR's new approach to NFT launches. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near2026

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 What Is Fake World Assets?
1:38 Making NFTs Fun Again
3:55 How the FWA Pool Works
8:42 Why Eric Is Bullish on FWA
13:20 A Liquidity Layer for NFTs
16:00 From NFTs to Real-World Assets
20:13 Pricing, Buybacks and Incentives
28:36 Custom Pools and New NFT Markets
31:57 The FWA Token
39:06 FWAR and a New Way to Launch NFTs
48:47 What Comes Next for FWA
50:12 Multichain FWA and the Bigger Vision
54:46 Closing Thoughts

---
RESOURCES

Adam (Rhynotic)
https://x.com/Rhynotic

Eric Conner
https://x.com/econoar

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
"We Want to Be Bigger Than the CME" | Kalshi's John Wang

1 september 2026 · 1 uur 7 min
Afspelen

Kalshi’s ambition extends far beyond winning prediction markets. It wants to become the largest exchange on Earth. John Wang joins David to explain Kalshi’s regulated crypto-perps push, upcoming gold and silver markets, international expansion, and the strategy for turning retail event contracts into serious institutional hedging infrastructure. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Is Kalshi a Crypto Company?
3:56 Global Expansion and the Regulated Edge
14:55 The Regulated Perps Bet
21:38 Combining Perps and Predictions
27:51 The Insider Trading Problem
38:50 Who Owns Market Information?
45:58 From Sportsbooks to the CME
55:24 Prediction Markets for Institutions
1:02:40 Kalshi Versus Polymarket

---
RESOURCES

John Wang
https://x.com/j0hnwang

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi

31 augustus 2026 · 55 min
Afspelen

Robotics hype is everywhere, but are humanoids actually the main event? Lux Capital partner Shahin Farshchi joins David to explain why the bigger opportunity may be AI-powered automation hiding inside factories, warehouses, and other industrial settings. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey

📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 Is the Robotics Hype Justified?
2:02 Why Humanoids Aren’t the Main Story
8:14 Robotics vs. Automation
12:20 Specialized Robots vs. Generalists
19:24 Making Robotics Accessible
22:25 AI Unlocks New Robotic Tasks
24:52 Robotics’ Internet Moment
27:52 Robots, Jobs, and Cheap Labor
31:28 What Automation Does to the Economy
39:07 What Still Holds Robotics Back
42:30 How AI Actually Powers Robots
50:49 The Robotics Data Bottleneck
53:34 Robotics Companies to Watch

---
RESOURCES

Shahin Farshchi
https://x.com/Farshchi

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch

28 augustus 2026 · 1 uur 7 min
Afspelen

Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. Ryan and Haseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stocks push, Ethena’s token reset, and whether AI is starting to consume the world’s capital.
---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
---
BANKLESS SPONSOR TOOLS:
🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod
🔑 BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey
📊 BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks
🎯 THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
👑 BANKLESS CONTENT MCP
https://www.bankless.com/premium
---
TIMESTAMPS & RESOURCES
0:00 Intro
0:31 Crypto Energy Shift & Bitcoin’s New Cycle
https://x.com/hosseeb/status/2091945147357675623
https://www.theblock.co/news/markets/2026-08-23-bitcoin-record-weekly-dollar-gain-412547
5:55 The Bessent Put
https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html
https://x.com/DeItaone/status/2091852135675658265
https://x.com/CGasparino/status/2091918792146247833
14:11 Druckenmiller vs. Bessent
https://x.com/NickTimiraos/status/2092023686148817227
23:31 Debasement Trade Returns
https://www.cnbc.com/2026/08/26/debasement-trade-to-take-bitcoin-to-300000-in-2029-bernstein-says-.html
https://x.com/TimmerFidelity/status/2092991527127789913
https://x.com/fundstrat/status/2091895628003528804
30:03 Coinbase Tokenized Stocks
https://x.com/base/status/2091918696620896485
41:14 Ethena’s Token Reset
https://x.com/EthenaFndtn/status/2092976592738001383
https://x.com/hosseeb/status/2090828427574268023
53:59 AI Capital Hunger
https://x.com/RaoulGMI/status/2092704327227867585
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures Lees meer
Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren

27 augustus 2026 · 52 min
Afspelen

Wall Street wants to come onchain, but public-by-default finance creates a problem institutions cannot ignore. ETH Systems co-founders Mo Jalil and Oskar Thoren join David to explain why privacy may be one of Ethereum’s biggest institutional unlocks, what banks and asset managers are actually asking for, and why the opportunity goes far beyond private payments. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey

📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS CONTENT MCP
https://www.bankless.com/premium

---
TIMESTAMPS

0:00 ETH Systems
1:34 The Founders
5:28 Institutional Privacy
12:43 Real-World Use Cases
21:19 From Bespoke to Scalable
30:22 Building the Product
33:40 Institutions Are Coming
35:40 The Future of Institutional DeFi
40:24 Privacy vs Transparency
46:51 What Ethereum Can Do?
49:54 Cypherpunks and Institutions

---
RESOURCES

Oskar Thoren
https://x.com/oskarth

Mo Jalil
https://x.com/motypes

EthSystems
https://x.com/eth_systems

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Coinbase Launches Tokenized Stocks on Base | Jesse Pollak

25 augustus 2026 · 51 min
Afspelen

The stock market is coming onchain. Jesse Pollak joins David to unpack Coinbase Tokenized Stocks, a new push to bring one-to-one equities onto Base with 24/7 trading, dividends, governance rights and permissionless onchain composability. They explore what happens when stocks plug directly into DeFi, why borrowing and lending may matter more than trading itself, how neobanks could evolve into global brokerages, and Jesse’s bigger vision for Base as the financial backend for stocks, payments, credit and local currencies around the world.
---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
---
BANKLESS SPONSOR TOOLS:
🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod
🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey
📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
👑BANKLESS CONTENT MCP
https://www.bankless.com/premium
---
TIMESTAMPS
0:00 Coinbase Brings Tokenized Stocks to Base
5:17 Permissionless Stocks and the First Assets Going Live
10:11 Plugging Stocks Into Base DeFi
17:52 From Tokenized Stocks to Neo Brokerages
23:32 Crypto as a Global Financial System
27:20 What Builders Can Create With Onchain Stocks
32:04 Bringing Every Currency Onchain
42:47 Jesse’s Role at Base and the Everything Exchange
49:50 Tokenized Stocks Beyond Base
---
RESOURCES
Jesse Pollak
https://x.com/jessepollak
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures Lees meer
What's Next for Bitmine after 5% of ETH? | Chairman Tom Lee

24 augustus 2026 · 1 uur 8 min
Afspelen

BitMine is within reach of owning 5% of ETH after more than 60 consecutive weeks of purchases, and Tom Lee believes the larger Ethereum trade may only be beginning. He joins David to explain how BitMine accumulated nearly 5% without debt, why it sometimes chooses stock buybacks over additional ETH, what happens when the target is reached, and whether the company would ever sell.
---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
---
BANKLESS SPONSOR TOOLS:
🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod
🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey
📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
👑BANKLESS CONTENT MCP
https://www.bankless.com/premium
---
TIMESTAMPS
0:00 BitMine’s Rapid March Toward 5% of ETH
3:36 More Than 60 Consecutive Weeks of ETH Purchases
5:29 Where BitMine’s Capital Comes From
8:27 What Happens When BitMine Reaches 5%?
13:47 Would BitMine Ever Sell Its ETH?
15:29 Maven and BitMine’s Evolution Beyond a Treasury Company
16:52 Ethereum’s Next Narrative
23:06 Does Ethereum Actually Capture Value?
29:13 Is ETH a Store of Value or a Cash-Flowing Asset?
35:19 What BitMine Has Learned From Michael Saylor
37:42 Why BitMine Issued BMNP
42:13 The Proposal That Could Reduce Staking Yield to Zero
47:54 Funding Ethereum Foundation Spinouts
53:23 BitMine’s Role in Ethereum’s Future
1:02:14 Is AI Crowding Crypto Out of the Market?
1:05:11 Has the Crypto Market Already Bottomed?
1:06:18 Tom Lee’s ETH Price Outlook
---
RESOURCES
Tom Lee
https://x.com/fundstrat
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures Lees meer
ROLLUP: Is the Bull Market Back? | Treasury QE | Trump Pumps Crypto | SEC Token Rules

21 augustus 2026 · 1 uur 3 min
Afspelen

Crypto just had one of its biggest breakout days in years. Ryan and David unpack the Treasury’s QE-like move, the White House and SEC’s crypto push, ETH’s violent rebound, and whether this rally finally broke the back of the bear market. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near-pod

🔑 BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner

https://bankless.cc/bitkey

📊 BITGET | TOKENIZED STOCKS 2.0

https://bankless.cc/bitget-stocks

🎯 THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑 BANKLESS CONTENT MCP

https://www.bankless.com/premium

---

TIMESTAMPS & RESOURCES

0:00 Intro

0:08 Crypto Market Breakout: BTC, ETH & ETFs

https://x.com/Matt_Hougan/status/2090070306199089249

https://x.com/HHorsley/status/2090198850485338569

https://x.com/jonnym1ller/status/2090196488500723745

https://x.com/TheBlockCo/status/2089338657605898711

17:14 White House Pumps Crypto

https://x.com/WhiteHouse/status/2090152688302411815

https://x.com/Bankless/status/2090449581171454021

https://x.com/ChairmanSelig/status/2090159414170771778/video/1

https://x.com/tradfi/status/2090154939675021396

22:40 Treasury's QE-Like Move

https://home.treasury.gov/news/press-releases/sb0607

https://x.com/Hedgeye/status/2090058257180029345

https://x.com/biancoresearch/status/2090065814581911653

https://x.com/KobeissiLetter/status/2090212967317115053

https://x.com/fejau_inc/status/2090071008652980699

31:42 Did the Bear Market Just End?

40:58 SEC Unveils New Crypto Rules

https://x.com/SECGov/status/2089784594409103507

https://x.com/SECPaulSAtkins/status/2089788275913322994

50:53 Stablecoins Get Accounting Boost

https://www.fasb.org/news-and-meetings/in-the-news/fasb-seeks-public-comment-on-proposal-to-enhance-cash-equivalents-disclosures-and-clarify-the-cash-equivalents-evaluation-for-certain-digital-assets-425287

h…
Why Ethereum MUST Change Its Monetary Policy | Sam Jernigan and Jerome de Tychey

20 augustus 2026 · 1 uur 23 min
Afspelen

Ethereum may be paying too much to secure itself, and the consequences could extend far beyond a little extra ETH issuance. Jerome de Tychey, co-author of EIP-8363, and Sam Jernigan join David Hoffman to make the case for stake targeting, a proposal designed to stop Ethereum’s staking ratio from climbing indefinitely. They debate what happens if more than half of ETH becomes staked, whether today’s issuance threatens credible neutrality, why staking may be crowding out DeFi, what lower rewards could mean for ETH’s monetary premium, and whether solo stakers and institutional holders ultimately win or lose from the change. Subscribe for more conversations on Ethereum’s monetary policy and future.
---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
---
BANKLESS SPONSOR TOOLS:
🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod
🔑 BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey
📊 BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks
🎯 THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
👑 BANKLESS CONTENT MCP
https://www.bankless.com/premium
---
TIMESTAMPS
0:00 Why Ethereum Needs Stake Targeting
4:27 What Actually Breaks With More ETH Staked?
9:54 The 50% Social Backstop
18:24 Ethereum’s Protocol vs. Its DeFi Economy
21:30 Is Staking Crowding Out DeFi?
26:19 Dilution, Subsidies, and ETH Price
35:46 Would Lower Rewards Hurt or Help DeFi?
49:48 What About Tom Lee and Institutional ETH Holders?
57:02 Does This Hurt Solo Stakers?
1:09:01 Why EIP-8363 Is So Contentious
1:18:10 The Final Case for Changing Issuance
---
RESOURCES
Jerome de Tychey
https://x.com/jdetychey
Sam Jernigan
https://x.com/macrosam
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures Lees meer
Why Raising Rates Would Actually Calm Markets | Jim Bianco

17 augustus 2026 · 1 uur 9 min
Afspelen

The Fed may no longer be a one-person institution, and markets are not ready for the consequences. Jim Bianco joins David Hoffman to unpack Kevin Warsh's emerging 12-voter Fed, the end of forward guidance, and the counterintuitive case that higher short-term rates could actually pull long-term yields lower. They also explore sticky inflation, why balance sheet reduction cannot happen overnight, how AI capex is reshaping the economy, why the AI bubble may look more like 1998 than 2000, and why Bitcoin needs more strong crypto rather than deeper dependence on Wall Street and Washington.
---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium
---
BANKLESS SPONSOR TOOLS:
🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod
🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey
✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN
https://bankless.cc/coinbase-one-card
📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
---
TIMESTAMPS
0:00 A New Fed Takes Shape
4:34 Warsh's Good Family Fight
10:16 The End of Forward Guidance
17:07 Markets Learn to Price Ambiguity
22:29 Why Rate Cuts Raised Long-Term Yields
26:42 Inflation Changes the Vote
30:42 Rates or Balance Sheet?
35:00 The Case for Higher Rates
41:07 AI Capex and the Economy
49:17 Warsh's AI Deflation Bet
53:51 The Bubble Comes Later
1:02:00 Gold, Bitcoin, and Debasement
1:07:04 Strong Crypto vs Weak Crypto
---
RESOURCES
Jim Bianco
https://x.com/biancoresearch
Jim’s podcast
https://www.youtube.com/watch?v=mhq-IKbzpDs&list=PLdyJxdkS1yBU
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures Lees meer
EtherFi’s Next Act: Stocks, Loans, and Global Banking | Mike Silagadze

14 augustus 2026 · 43 min
Afspelen

EtherFi is expanding from a crypto-native neobank into a broader financial account built around DeFi. Mike Silagadze joins David to break down the next version of the product, including tokenized stocks and metals, Aave V4-powered credit, yield-bearing balances, global fiat rails, and a much more normie-friendly experience. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey

✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN
https://bankless.cc/coinbase-one-card

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 EtherFi’s Next Act
4:20 Stocks, Yield, and Credit
9:48 Building Beyond the Crypto Casino
16:05 Tokenized Assets and Aave V4
22:03 How EtherFi’s Lending Market Works
26:32 EtherFi Summer and What Comes Next
30:05 From Fiat Rails to Crypto Payments
37:05 ETHFI Buybacks, Privacy, and the Endgame

---
RESOURCES

Mike Silagadze
https://x.com/MikeSilagadze

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Bitcoin’s Fork Died in 2 Blocks | Saylor Sells Again | Robinhood Chain | Fidelity Staking

13 augustus 2026 · 55 min
Afspelen

Bitcoin’s latest fork died after just two blocks. Ryan and David unpack what the failure says about Bitcoin maximalism, why Saylor keeps selling BTC, Robinhood Chain’s breakout, and Fidelity’s push to bring staking yield to Wall Street. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner

https://bankless.cc/bitkey

✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN

https://bankless.cc/coinbase-one-card

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS

0:00 Intro

3:21 Bitcoin Markets: Inflation, Gold, Saylor & the Bottom

https://x.com/KobeissiLetter/status/2087525891911893362

https://capitalwars.substack.com/p/china-restarts-her-great-debasement

https://thedefireport.io/research/did-the-u-s-treasury-just-implement-a-qe-lite-policy

https://x.com/saylor/status/2086785552355860895

22:12 Bitcoin’s Failed Fork

https://x.com/ercwl/status/2086079471853985980

https://x.com/lopp/status/2086512275012075811

https://x.com/nic_carter/status/2086108921689682213

32:43 Robinhood Chain Takes #1

https://x.com/AvgJoesCrypto/status/2086889992035717166

https://dune.com/entropy_advisors/robinhood-chain-network-overview

https://x.com/vladtenev/status/2087407743028355336

40:46 FOMO vs Pump

https://x.com/stacy_muur/status/2087206916447670564

https://x.com/seyong/status/2087210357370577394

https://www.bankless.com/read/the-pump-vs-fomo-rivalry

https://fomo.family/

45:39 Clarity Act Faces Trouble

https://x.com/EleanorTerrett/status/2085543590583836678

https://www.theblock.co/news/regulation/2026-08-11-whats-next-for-clarity-act-september-brings-tough-road-ahead-411465

https://www.theblock.co/news/regulation/2026-08-11-sec-crypto-rules-token-safe-harbor-td-cowen-411455

https://polymarket.com/event/clarity-act-signed-into-law-in-2026

47…
NEAR’s New Token Utility and AI Economy | Illia Polosukhin

11 augustus 2026 · 52 min
Afspelen

What if staking a token could keep an AI agent thinking? NEAR cofounder Illia Polosukhin joins David to explain NEAR’s new staking-powered inference model, where yield funds access to confidential and verifiable AI. They unpack how NEAR AI Cloud, IronClaw, Intents, and the NEAR token fit into one integrated economy for autonomous agents, why AI outputs may need cryptographic proof when money is at stake, and how GPU compute could become a liquid global market. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey

✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN
https://bankless.cc/coinbase-one-card

📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 Private, Verifiable AI
4:57 Why AI Outputs Need Proof
9:13 From Staking Yield to Inference
16:16 NEAR’s Integrated AI Stack
20:01 NEAR as AI Money
24:27 Autonomous Businesses
28:51 Partners and Real-World Uses
33:26 What NEAR Ships Next
38:01 Where AI Value Accrues
40:56 The AI Operating System
48:07 Turning Compute Into a Market
51:48 Closing Thoughts

---
RESOURCES

Illia Polosukhin
https://x.com/j0hnwang

Near revenue
https://revenue.near.org/

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze

10 augustus 2026 · 54 min
Afspelen

Ethereum’s latest staking proposal is sparking backlash across DeFi. Aave founder Stani Kulechov and EtherFi CEO Mike Silagadze join David to break down why stake tapering could push ETH yield toward zero, weaken solo staking, drive capital out of DeFi, and make ETH less attractive to institutions. They debate Ethereum’s monetary policy, whether the network is overpaying for security, and why trying to make ETH more like Bitcoin could undermine what makes Ethereum valuable in the first place. Subscribe for more conversations from the frontier of crypto. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner

https://bankless.cc/bitkey

✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN

https://bankless.cc/coinbase-one-card

📊BITGET | TOKENIZED STOCKS 2.0

https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS

Intro 0:00

0:09 Ethereum’s Staking Debate

2:41 Stani’s First Reaction

7:48 Mike’s Centralization Concerns

14:37 DeFi Under Pressure

17:15 Stani on Yield and Cash Flow

24:54 The Case for Vanilla Ether

27:20 Mike Pushes Back

34:27 Issuance and Monetary Policy

35:16 Minimum Viable Issuance

40:47 Institutions Need Predictability

46:10 Conservative Yield, Not Zero

47:46 Legitimacy and Process

52:54 Final Verdict on the EIP

---

RESOURCES

Stani Kulechov

https://x.com/StaniKulechov

Mike Silagadze

https://x.com/MikeSilagadze

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures
ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad

7 augustus 2026 · 1 uur 7 min
Afspelen

Ethereum’s monetary policy is suddenly up for debate. Ryan and David unpack the issuance fight dividing researchers and DeFi builders, the Coldcard exploit that hit users who “did everything right,” Saylor’s latest Bitcoin sale, and markets ripping back to all-time highs. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner

https://bankless.cc/bitkey

✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN

https://bankless.cc/coinbase-one-card

📊BITGET | TOKENIZED STOCKS 2.0

https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

---

TIMESTAMPS

0:00 Intro

0:25 Markets, AI, and Bitcoin

https://x.com/bulltheoryio/status/2084634593836372202

https://www.vanityfair.com/story/anthropic-situational-awareness-wedding

6:31 Saylor’s Bitcoin Selloff

https://x.com/hedgeye/status/2084278278794117372

https://x.com/zerohedge/status/2084247862833971631

https://x.com/saylor/status/2084315637715763579

18:00 Ethereum Issuance Fight

https://x.com/zoomerfied/status/2084641592615256254

https://x.com/jdetychey/status/2084638778677751889

https://issuance.wtf/

https://x.com/TrustlessState/status/2084685295484633349

https://x.com/StaniKulechov/status/2084925768711213105

https://x.com/StaniKulechov/status/2084667208668467574

https://x.com/DCinvestor/status/2084971858311438688

https://x.com/MikeSilagadze/status/2084703078909907000

39:59 Coldcard Wallet Drain

https://x.com/itscoachgoodman/status/2083527082223563157

https://techcrunch.com/2026/08/04/hackers-steal-over-130-million-by-exploiting-bug-in-offline-hardware-wallets/

https://www.coindesk.com/tech/2026/08/05/coldcard-exploit-could-boost-demand-for-regulated-bitcoin-exposure-analysts-say

https://thedefiant.io/news/hacks/i-did-everything-right-coldcard-victims-recount-losing-…
$ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas

5 augustus 2026 · 1 uur 5 min
Afspelen

Memecoins were supposed to be a dead end, but Mike Dudas believes their deeper idea is only beginning to spread. The 6MV investor joins David to unpack Bonk’s role in reviving Solana, Ansem’s latest experiment, Robinhood’s push into the trenches, and how games, collectibles, prediction markets, and compute could power consumer crypto’s next chapter. Mike also answers the $1 million ETH versus SOL question, lays out Ethereum’s best strategic response, and explains why crypto’s slower progress may be setting up a more durable cycle. Subscribe for more conversations from the frontier of crypto. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey

✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN
https://bankless.cc/coinbase-one-card

📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 Bonk at Solana’s Bottom
7:07 What Gives Memecoins Value?
13:45 The Ansem Experiment
20:53 Are Memecoins Built to Die?
26:19 Culture Goes Onchain
29:45 Robinhood, Base, and the Trenches
32:59 Better Assets, Better Cycles
36:20 What 6MV Is Betting On
38:21 The Consumer Crypto Comeback
43:37 Compute Becomes a Market
47:57 Crypto’s AI Diaspora
50:53 SOL Versus ETH
57:02 Cycles, Equity, and Tokens
1:01:34 Why Crypto Takes Longer

---
RESOURCES

Mike Dudas
https://x.com/mdudas

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
The Next Bull Market is Here, and Obvious | Spencer and Aleks, Blockchain Capital

3 augustus 2026 · 1 uur 12 min
Afspelen

Crypto prices are weak, OG sentiment is exhausted, and institutions are leaning in. Blockchain Capital GPs Aleks Larsen and Spencer Bogart join David Hoffman to explain why this disconnect may be the opportunity. They unpack crypto’s shift toward application-layer value, stablecoins as onchain working capital, tokenized equities, Aave V4, public blockchains, and BCAP. Is the cypherpunk dream fading, or becoming the foundation of global finance? Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod

🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
https://bankless.cc/bitkey

✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN
https://bankless.cc/coinbase-one-card

📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

---
TIMESTAMPS

0:00 Buybacks, Burns and Tokenholder Trust
5:47 Why Blockchain Capital Is Doubling Down
14:38 Institutions Arrive as Crypto OGs Lose Faith
21:03 From Infrastructure Scarcity to Abundant Blockspace
30:24 What AI Can Learn From Crypto
38:43 Stablecoins Become Onchain Working Capital
44:41 The Stablecoin Revenue Multiplier
47:40 Aave and Open Financial Infrastructure
55:08 The Roadmap for Tokenized Equities
59:41 Public Chains, Ownership and Compliance
1:04:24 Blockchain Capital’s Tokenized Fund
1:09:03 Bringing BCAP Fully Onchain

---
RESOURCES

Spencer Bogart
https://x.com/CremeDeLaCrypto

Aleks Larsen
https://x.com/alekslarsen

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates

31 juli 2026 · 54 min
Afspelen

Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, and Ethereum’s 11th birthday. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near-pod

📊BITGET | TOKENIZED STOCKS 2.0

https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES

https://bankless.cc/spotify-premium

---

TIMESTAMPS

0:00 Intro

0:17 Korea & AI Liquidation

https://x.com/kobeissiletter/status/2082463897387257895

https://x.com/KobeissiLetter/status/2082792020993536283

https://www.noahpinion.blog/p/why-did-south-korean-stocks-just

https://www.noahpinion.blog/p/the-ai-bust-scenario-that-no-one

https://x.com/tbpn/status/2082849965102219677

https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html

https://x.com/amitisinvesting/status/2082860784242049407

14:39 Crypto Holds Firm

https://x.com/micro2macr0/status/2081868142230286664

https://x.com/cryptunez/status/2081893515223535625

https://x.com/blknoiz06/status/2082560475951251789

20:27 Warsh, Rates & Global Liquidity

https://x.com/YahooFinance/status/2082538170533519741

https://www.theblock.co/post/410092/fed-holds-rates-steady-three-officials-push-hike-crypto-market-stays-flat

https://thedefireport.io/research/can-the-economy-handle-rate-hikes

https://x.com/AlexCorrino/status/2082667540090859698

https://x.com/Barchart/status/2082683129681092931

https://x.com/wallstengine/status/2082551083583541287

https://capitalwars.substack.com/p/global-liquidity-and-cryptocurrencies

36:47 Clarity Act Stalls

https://x.com/EleanorTerrett/status/2082127523249262881

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/clarity-a…
What's Next for Vaults? | Steakhouse Co-Founder, Adrian Cachinero

30 juli 2026 · 1 uur 5 min
Afspelen

Vaults could become the financial rails that bring trillions onchain, but only if they solve risk, regulation and investor protection. Steakhouse co-founder Adrian Cachinero joins David to explain how vaults work, why repo markets matter and where this new asset-management layer goes next. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near-pod

📊BITGET | TOKENIZED STOCKS 2.0

https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES

https://bankless.cc/spotify-premium

---

TIMESTAMPS

0:00 Intro

0:13 Vaults Explained

2:27 Morpho and Vault Origins

6:46 Vault Infrastructure Layers

8:53 Curators and Control

18:25 Risk Frameworks

24:48 Risk Creep and Incentives

32:51 Principal-Agent Tensions

39:33 Safe Vaults Scale

41:50 SEC and Regulation

46:58 Two Vault Futures

53:54 Distributors vs Curators

59:21 AI Meets Vaults

1:01:23 Growth and Challenges

---

RESOURCES

Adrian Cachinero

https://www.linkedin.com/in/adriancachinero

Steakhouse Financial

https://www.linkedin.com/company/steakhouse-financial/

---

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures
Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot

29 juli 2026 · 1 uur 1 min
Afspelen

Every lending protocol in DeFi quietly decides your interest rate for you. Paul Frambot thinks that was always a workaround and Morpho Midnight is his argument for what replaces it. Fixed-rate lending as the only true primitive, pricing trust on-chain, and the one switch Morpho won't flip yet. Lees meer

---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-pod

📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES
https://bankless.cc/spotify-premium

---
TIMESTAMPS

0:00 What Is Morpho Midnight?
1:59 DeFi's Wrong First Shape
7:18 The Only Real Primitive
14:47 Inside a Midnight Market
20:49 Openness Is the Advantage
22:52 Order Books and New Curves
30:01 Pricing Trust
35:40 Stablecoins and What's Next
37:13 Who Comes On-Chain Next
42:18 Collapsing the Margin
44:50 The Bankless Connection
47:57 How Big by 2027?
51:59 Hester Peirce on Vaults
55:49 Who Takes the Liability?

---
RESOURCES

Paul Frambot
https://x.com/PaulFrambot

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
From Harvard at 18 to Building Crypto's Fastest Exchange | Vlad, Lighter

27 juli 2026 · 1 uur 5 min
Afspelen

What does it take to build an exchange that refuses to choose between speed, cost, security, verifiability and composability? Lighter founder Vlad Novakovski joins David to trace his path from international Olympiads and Harvard at 18 to Citadel, early machine learning, Lunchclub and an 18-month ZK engineering bet. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
https://bankless.cc/near-20

📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks

🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE
https://app.okx.com/join/USBANKLESS

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES
https://bankless.cc/spotify-premium

---
TIMESTAMPS

0:00 A Particular Set of Skills
11:33 Harvard at 18
19:03 Citadel and the Search for Alpha
25:14 Machine Learning Before the AI Boom
36:46 Finding Elite Talent Early
41:39 The Lunchclub Matching Problem
45:11 Pivoting Into Lighter
51:18 The 18-Month ZK Engineering Bet
56:38 Lighter’s Five Pillars
1:00:04 A New Generation of Exchanges

---
RESOURCES

Vlad Novakovski
https://x.com/vnovakovski

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
ROLLUP: Crypto’s 2-Week Deadline | The CLARITY Act | $100 Oil | OpenAI Model Escapes

24 juli 2026 · 1 uur 4 min
Afspelen

Ryan and David unpack the CLARITY Act’s last-minute lifeline, $100 oil, BitMine’s ETH slowdown, and the OpenAI model that escaped its sandbox. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24

https://bankless.cc/spotify-premium

---

BANKLESS SPONSOR TOOLS:

🔒NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near-podcast

📊BITGET | TOKENIZED STOCKS 2.0

https://bankless.cc/bitget-stocks

🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE

https://app.okx.com/join/USBANKLESS

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES

https://bankless.cc/spotify-premium

---

TIMESTAMPS

0:00 Intro

0:33 CLARITY Act at a Crossroads

https://x.com/EleanorTerrett/status/2079334038104408522

https://x.com/EleanorTerrett/status/2079962528243650990

https://x.com/coindesk/status/2079633633023836667

https://x.com/EleanorTerrett/status/2079608362522575063

https://x.com/politico/status/2080261045114065177

https://polymarket.com/event/clarity-act-signed-into-law-in-2026/clarity-act-signed-into-law-in-2026

17:56 BitMine’s 5% ETH Strategy

https://x.com/BitMNR/status/2079184988541448638

https://x.com/ykkz99/status/2079607294354964696

https://x.com/ykkz99/status/2079244980103659697

https://x.com/coindesk/status/2079200035045036162

27:40 Hester Peirce Eyes DeFi Vaults

https://x.com/HesterPeirce/status/2080011999702880341

https://x.com/CJRobins01/status/2079976258423627785

https://x.com/Bankless/status/2079536878588715366

https://morpho.org/blog/now-live-morpho-midnight

38:28 BitMEX’s End of an Era

https://x.com/CryptoHayes/status/2080286601125482771

https://x.com/BitMEX/status/2080201602456301580

44:36 NEAR Goes Post-Quantum

https://bankless.cc/near-podcast

https://x.com/NEARProtocol/status/2079189515843821764

48:58 TradFi Moves Deeper Into Crypto

https://x.com/EricBalchunas/status/2077774644652790240

https://x.com/JSeyff/status/2077792050573918432

https://crypto.com/us/company…
Securitize Just Went Public — Are We Still Tokenizing the World?

23 juli 2026 · 47 min
Afspelen

Securitize has gone public, raised $400 million and tokenized its own equity, but Carlos Domingo says the real race is only beginning. He joins David to explain how Securitize makes money, why investor demand remains tokenization’s biggest bottleneck and what separates an actual onchain share from a synthetic stock wrapper. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast

📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES
https://bankless.cc/spotify-premium

---
TIMESTAMPS

0:00 Going Public
4:50 Demand Bottleneck
10:19 Real vs Synthetic
17:31 Liquidity Wins
23:43 First Movers
29:24 Trading SECZ
39:47 Spot and Perps
43:01 The $1T Goal

---
RESOURCES

Carlos Domingo
https://x.com/carlosdomingo

Securitize
https://securitize.io/

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Rebuilding the $12T Repo Market on Bitcoin | Bitcoin Dave

20 juli 2026 · 57 min
Afspelen

Bitcoin has won the store-of-value argument, but can it become the foundation of an entirely new credit system? David Seroy of Alpen Labs joins David Hoffman to explore why Bitcoin’s next era may be defined by digital credit, ZK rollups, fixed-duration lending, and an onchain repo market rather than payments alone. Lees meer

---

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
https://bankless.cc/spotify-premium

---
BANKLESS SPONSOR TOOLS:

🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast

📊BITGET | TOKENIZED STOCKS 2.0
https://bankless.cc/bitget-stocks

🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES
https://bankless.cc/spotify-premium

---
TIMESTAMPS

0:00 Hyperbitcoinization
3:51 Bitcoin’s Next Phase
9:57 The Talent Crisis
11:29 BitVM and ZK
16:26 Bitcoin L2s
19:06 Bitcoin Credit
28:28 Onchain Repo
34:09 The Yield Curve
38:21 Borrowing and Risk
43:24 Why L2s Failed
48:29 Saylor vs Onchain
54:51 Alpen and Strata
56:36 Ethereum’s Purpose

---
RESOURCES

Alpen Labs
https://www.alpenlabs.io/

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Alle afleveringen

The Complete Zcash Roadmap | Sean Bowe and Dev Ojha

$VVV Community Call | October

Inside the $6 Billion Binance Hack | Ari Redbord

ROLLUP: Bitcoin to $57K? | Wall Street Bets on Hyperliquid | The Tokenization War | Zcash Drama

Wall Street, Regulation, and the Future of Money | J. Christopher Giancarlo

What Is Bitcoin Telling Us? | Michael Howell, Macro Analyst

Black October! What Is Happening to the Internet? | Hari Mulackal & Odysseas Lamtzidis

ROLLUP: Black October | Uptober Lasted 4 Hours | JPMorgan's Bitcoin Forecast | Gold Alchemy

The CFTC’s Proposed Rules to Reshape US Crypto Markets | CFTC Chair Mike Selig

ROLLUP: Redtober Is Here | AI Debt Fears | $102M Ledger Attack | Richard Heart Arrested

Cypherpunk Owns $500M of Zcash and 18% of Its Hashrate | CIO Will McEvoy

ROLLUP: AI Threatens Crypto Security | Tom Lee Stops Buying ETH | Ethereum L2s Shut Down | Zcash ETFs

Why the Near $NRR ETF is Different | Hunter Horsley and Sal Ternullo

$VVV Community Call | September

ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS

Is Variational the Next Hyperliquid? | CEO Lucas Schuermann and Justin Bram

Ben Cowen Says You Have Permission to be Bullish

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle

Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive

ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy

The New Economics of Crypto Tokens | Austin Barack

ROLLUP: Robinhood’s Meme Economy | Solana Cuts Issuance | Saylor’s Comeback | AI Alarm

FWA and the New Market Structure for NFTs | Adam (Rhynotic) and Eric Conner

"We Want to Be Bigger Than the CME" | Kalshi's John Wang

Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi

ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch

Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren

Coinbase Launches Tokenized Stocks on Base | Jesse Pollak

What's Next for Bitmine after 5% of ETH? | Chairman Tom Lee

ROLLUP: Is the Bull Market Back? | Treasury QE | Trump Pumps Crypto | SEC Token Rules

Why Ethereum MUST Change Its Monetary Policy | Sam Jernigan and Jerome de Tychey

Why Raising Rates Would Actually Calm Markets | Jim Bianco

EtherFi’s Next Act: Stocks, Loans, and Global Banking | Mike Silagadze

ROLLUP: Bitcoin’s Fork Died in 2 Blocks | Saylor Sells Again | Robinhood Chain | Fidelity Staking

NEAR’s New Token Utility and AI Economy | Illia Polosukhin

The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze

ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad

$ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas

The Next Bull Market is Here, and Obvious | Spencer and Aleks, Blockchain Capital

ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates

What's Next for Vaults? | Steakhouse Co-Founder, Adrian Cachinero

Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot

From Harvard at 18 to Building Crypto's Fastest Exchange | Vlad, Lighter

ROLLUP: Crypto’s 2-Week Deadline | The CLARITY Act | $100 Oil | OpenAI Model Escapes

Securitize Just Went Public — Are We Still Tokenizing the World?

Rebuilding the $12T Repo Market on Bitcoin | Bitcoin Dave