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ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate
10 april 2026 · 1 uur 7 min
Markets are rallying on a fragile Iran ceasefire, but the real risks may be getting closer. Lees meer
David and Haseeb break down Anthropic’s secretive new AI model and why it could expose vulnerabilities across crypto, from smart contracts to core blockchain infrastructure, plus the growing divide around “Q-Day” and how urgent the quantum threat really is.
They also unpack Iran’s unexpected use of Bitcoin in global trade, the White House’s stance on stablecoin yields, and why the market feels stable on the surface while bigger risks continue to build.
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth
---
TIMESTAMPS & RESOURCES
0:00 Intro
1:56 Ceasefire in Iran
https://images.wsj.net/im-97657631
https://x.com/KobeissiLetter/status/2041728989119529307
https://x.com/WatcherGuru/status/2041867478033195336
15:43 Two Polymarkets of Relevance
https://polymarket.com/event/iran-x-israelus-conflict-ends-by/?via=bankless?
70% chance the conflict ends by April 30
https://polymarket.com/event/will-the-us-invade-iran-before-2027/?via=bankless?
30% chance!
17:50 Anthropic Releases Project Glasswing
https://x.com/AnthropicAI/status/2041578392852517128
https://red.anthropic.com/2026/mythos-preview/
https://x.com/DarioAmodei/status/2041580338426585171
https://x.com/hosseeb/status/2041579488224657581
https://x.com/kevinsxu/status/2042065892658258357
https://x.com/nic_carter/status/2041256570462326843
48:49 Satoshi is Adam Back?
57:44 The White House Weighs in on the Stablecoin Yield Debate
https://w…
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Will The Ethereum Economic Zone (EEZ) Rebuild $ETH Dominance? | Gnosis Martin Koppelman & Friederike Ernst
9 april 2026 · 58 min
Can Ethereum become one economic zone again? Lees meer
Martin Koppelmann and Friederike Ernst from Gnosis explain how real-time proving and the Ethereum Economic Zone could reconnect fragmented rollups, unify liquidity, and give specialized chains seamless access to Ethereum’s settlement and security.
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https://thedefireport.io/bankless🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth------
TIMESTAMPS
0:00 Intro
0:18 Fixing Fragmentation
7:49 Ethereum Economic Zone Explained
26:19 EEZ Thin Layer
30:30 Block Builders
33:06 The Bull Case
35:18 Ethereum Reorg
42:56 Layer2 EEZ Adoption
50:47 A New Age for Builders
55:54 How to Get Involved
57:42 EEZ Rollout
1:00:51 Closing & Disclaimers
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RESOURCESMartin Koppelman
https://x.com/koeppelmann
Friederike Ernst
https://x.com/tw_tter
EEZ
https://eez.io/
EEZ GitHub
https://github.com/eez-association
Gnosis
https://www.gnosis.io/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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The Largest Securities Exchange in the World is Coming Onchain | Michael Blaugrund of NYSE and Carlos Domingo of Securitize
7 april 2026 · 1 uur 5 min
NYSE and Securitize are laying the rails to bring real, issuer-backed securities onchain. Lees meer
Michael Blaugrund of NYSE and Carlos Domingo of Securitize break down how blockchain-native equities could work in practice: transfer agents, tokenized issuance, interoperable trading infrastructure, 24/7 markets, and what it will take for public stocks to move from legacy rails to crypto rails. T
They also explore how onchain equities could unlock faster settlement, better shareholder utility, and new DeFi use cases without sacrificing regulatory compliance.
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🦊 METAMASK | DOWNLOAD NOW
https://go.metamask.io/BL-Pod-Download
🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth
------
TIMESTAMPS
0:00 Intro
0:52 NYSE x Securitize Partnership
4:57 Digital Transfer Agent
8:39 Blockchain Infrastructure
11:07 NYSE Alternative Trading System
17:01 Every NYSE Asset?
22:30 Portability & KYC
33:38 RWA Decentralization Debate
38:47 New NYSE Paradigm
44:46 24/7 365 Markets
48:03 Clarity Act
52:21 Issuer Choice
57:08 Tokenized Securities vs Perpetuals
1:00:24 Securitize Going Public
1:03:20 When Launch
1:04:04 Closing & Disclaimers
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RESOURCESCarlos Domingo
https://x.com/carlosdomingo
Michael Blaugrund
https://x.com/mblaugrund
Securitize
https://securitize.io/
RWA Decentralization Debate
https://www.youtube.com/watch?v=m-h-PeUOvDw
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Bitcoin Has 3 Years to Survive | Nic Carter on Bitcoin’s Quantum Vulnerability
6 april 2026 · 1 uur 14 min
What if Bitcoin’s biggest strength becomes its fatal weakness? Nic Carter joins Bankless to unpack why the latest quantum papers changed the threat model, why a 2029 migration window could leave Bitcoin dangerously behind, what a real post-quantum transition would require, and why the fight over Satoshi’s dormant coins may become the most explosive governance battle in Bitcoin history. Lees meer
---
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-bitcoin-has-3-years-to-survive-nic-carter---
BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKET
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https://bankless.cc/bitget🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth---
TIMESTAMPS0:00 Nic Carter’s Stark Warning
3:55 Bitcoin’s Status Quo Problem
9:36 The New Quantum Papers
12:07 When Breakthroughs Go Dark
16:28 “We will not get significant prior notice”
21:24 The 9-Minute Attack
31:33 Why 2029 suddenly matters
34:24 Post-Quantum Tradeoffs
46:03 Why Bitcoin Isn’t Reacting
52:21 The Satoshi coin problem
1:02:54 Nic’s salvage-law alternative
1:10:13 Why Ethereum looks more prepared
1:12:25 Does Bitcoin Survive?---
RESOURCESNic Carter
https://x.com/nic_carterNic’s takeaways from quantum papers
https://murmurationstwo.substack.com/p/my-takeaways-from-googles-and-oratomics---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Google’s Quantum Warning | Trump’s Iran Speech | Ethereum Economic Zones | Drift Hack
3 april 2026 · 1 uur 4 min
Google just dropped a major quantum warning for crypto, claiming a breakthrough that could accelerate the timeline to breaking Bitcoin and Ethereum’s core security. Ryan and David unpack what changed, how real the threat is, and why the industry may need to act sooner than expected. Lees meer
Plus: Trump signals three more weeks in the Iran conflict and markets shrug it off, a $285M Solana DeFi hack exposes critical flaws, Ethereum’s new plan to unify L2s, and why crypto wallets are rapidly turning into full financial super apps.
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🦊 METAMASK | DOWNLOAD NOW
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth
---
TIMESTAMPS & RESOURCES
0:00 Intro
1:46 Worst BTC Q1 Since 2018
https://www.theblock.co/post/395991/bitcoin-worst-q1-since-2018
https://imgur.com/Y8V3LyR
3:15 Trump, Iran & Market Reaction
https://x.com/WhiteHouse/status/2039508709374636457
https://polymarket.com/event/us-forces-enter-iran-by/?via=bankless
https://polymarket.com/event/us-x-iran-ceasefire-by/?via=bankless
https://x.com/KobeissiLetter/status/2039525222311731260
https://x.com/KobeissiLetter/status/2039516924762096021
https://x.com/KobeissiLetter/status/2039715963730305106
https://x.com/TrustlessState/status/2039718732361040022
https://x.com/KobeissiLetter/status/2039691820419235841
https://x.com/WatcherGuru/status/2038650848931193203
https://x.com/robinhanson/status/2038778655204122748
https://x.com/natesilver538/status/2038711622043144529
https://polymarket.com/event/which-party-will-win-the-house-in-2026/?via=bankless
https://polymarket.com/…
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3 Megatrends Every Investor Needs to Know: Demographics, Wealth Inequality, & the End of Labor (with Jeff Park)
30 maart 2026 · 1 uur 28 min
Three macro forces are converging that almost no one is pricing in correctly. Jeff Park returns to Bankless to lay out what he calls the "certain truths" shaping markets for the next two decades: collapsing demographics across every major economy, wealth concentration that now exceeds even the Gilded Age, and a labor market being structurally hollowed out by AI before robots even arrive. Lees meer
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https://bankless.cc/galaxy-podcast🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth---
TIMESTAMPS0:00 Intro
3:07 Certain Truth #1: Global Demographic Headwinds
8:26 What a Top-Heavy Population Means for Markets
15:05 The Japan Counter-Argument
26:01 Certain Truth #2: Wealth Concentration at Critical Levels
32:48 Capital Flight, Unrealized Gains, and the Drag on Demand
43:17 Real Estate as the Epicenter of Distortion
48:05 Bitcoin as a Spending and Savings Asset
52:08 Certain Truth #3: The Value of Labor Approaching Zero
1:01:27 The AI Industrial Revolution Comparison
1:04:38 The Convergence: Why All Three Truths Collide Now
1:08:19 Lightning Round: Asset Class Outlook
1:27:49 Closing Thoughts---
RESOURCESJeff Park
https://x.com/dgt10011Jeff’s paper
https://x.com/dgt10011/status/2031757205888762205---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: The World is On the Clock | The Clarity Act | Crypto Mortgages | Bitmine Staking
27 maart 2026 · 1 uur 1 min
We examine the proposed Clarity Act and its impact on stablecoin yields and crypto finance. Ryan and David discuss geopolitical tensions in Iran and their effects on global markets. Lees meer
Highlights include Tom Lee's ETH staking venture, the NYSE's stock tokenization, and emerging quantum computing developments. We also touch on Coinbase’s stock dip, Tether’s auditing, and Fannie Mae's acceptance of crypto as collateral.
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
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🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth
---
TIMESTAMPS & RESOURCES
0:00 Intro
3:29 Macro & Markets (Oil, War, Fed)
https://x.com/WhiteHouse/status/2035516932498030879
https://x.com/WhiteHouse/status/2036053106081902692
https://x.com/KobeissiLetter/status/2036811133915455745
https://x.com/KobeissiLetter/status/2037023604697710673
https://x.com/KobeissiLetter/status/2035862840284688507
https://x.com/Stocktwits/status/2036859288572862887
https://www.theblock.co/post/394878/bernstein-says-bitcoin-looks-bottomed-sees-226-upside-for-strategy
https://fred.stlouisfed.org/series/UMCSENT
https://thedefireport.io/research/markets-are-complacent#views-on-macro-oil-geopolitics
23:12 The Clarity Act and Stablecoin Yields
https://x.com/EleanorTerrett/status/2036279124382077137
https://x.com/nic_carter/status/2036469040684646844
https://x.com/Matt_Hougan/status/2036931850292387929
https://x.com/pete_rizzo_/status/2036420229543206962
https://x.com/StockSavvyShay/status/2036449942060015818
37:15 Tether Developments and Market Reactions
https://x.com/paoloardoino/status/2036428992195039699
https://x.com/nicrypto/status/2036387424620904893
https://x.com/BrendanPedersen/status/2036857950367567951
https:/…
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The Economics of AGI: Why Verification Is the New Scarcity w/ Christian Catalini
26 maart 2026 · 1 uur 26 min
MIT economist Christian Catalini joins Ryan and David to unpack his new paper, "Some Simple Economics of AGI," which argues that the scarce resource in the AI economy is no longer intelligence but verification: the human capacity to check, judge, and certify that AI output is correct. Christian walks through the two cost curves reshaping every industry (cost to automate vs. cost to verify), explains why entry-level jobs are collapsing first through what he calls the "missing junior loop," why even top experts are unknowingly training their replacements (the "codifier's curse"), and maps out the three roles that survive the transition: Directors, Meaning Makers, and Liability Underwriters. Lees meer
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https://bankless.cc/galaxy-podcast🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth---
TIMESTAMPS0:00 Intro
3:42 The Low-Grade Panic
6:43 Who Gets Hit First, and Hardest?
13:06 Coding as Canary, or Exception?
16:21 Human Cognition Was the Binding Constraint
19:59 What Is Verification, Exactly?
29:10 The Codifier's Curse
31:21 The Expanding Iceberg: Non-Measurable Work
38:32 The Two Racing Cost Curves
41:59 Trojan Horse Externality
48:46 The Four Quadrants: Where Do You Want to Be?
54:12 Liability Underwriters and the Venture Capital Parallel
55:41 Directors: Navigating Unknown Unknowns
59:49 60-80% of Your Job Can Be Displaced
1:06:24 Button Pushers vs. Founders: The Great Resorting
1:12:08 The Luddite Risk: Political Backlash Against AI
1:17:30 What Companies and Investors Should Do
1:22:56 The Crypto Connection
1:25:11 Don't Panic: A Closing Playbook---
RESOURCESChristian Catalini
https://x… -
Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) | NEAR Founder on IronClaw
24 maart 2026 · 1 uur 18 min
NEAR founder and Transformer co-author Illia Polosukhin joins us to break down why today’s AI agents still fall short, what’s missing to make them actually useful, and how IronClaw could unlock secure, private, autonomous AI. Lees meer
We also explore Illia’s bigger thesis: AI becomes the interface, blockchains become the backend, and both reshape how humans, agents, and digital markets interact.
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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/galaxy-podcast
🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth
------
TIMESTAMPS
0:00 Intro
0:43 Illia’s AI Journey
8:19 AI x Blockchain Operating Systems
14:40 Will Humans & AIs Use the Same Systems?
18:20 Why Are AI Agents Still Useless?
28:54 AI Agent Privacy Concerns
35:30 IronClaw Privacy
39:21 AI Agent Limitations
47:00 Context Constraints
53:42 Will Small Teams Win?
57:16 Autonomous Agents & Businesses
1:01:00 Digital Life Forms?
1:02:42 e/acc Vs d/acc
1:09:44 Why isn’t AI Crypto-Pilled
1:14:31 Advice for Builders
1:18:30 Closing & Disclaimers
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RESOURCESIllia
https://x.com/ilblackdragon
IronClaw
https://agent.near.ai/
NEAR
https://www.near.org/Attention is All You Need
https://arxiv.org/html/1706.03762v7
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Ethereum’s Quantum Strategy with Justin Drake
23 maart 2026 · 1 uur 40 min
Quantum used to be crypto’s distant sci-fi problem. Justin Drake says it now has a clock. In this episode, we unpack what “Q-Day” actually means, why Justin thinks 2032 is the date the entire industry should be planning around, and why Ethereum is targeting 2029 to get post-quantum ready. Lees meer
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https://bankless.cc/bitget🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth---
TIMESTAMPS0:00 When is Q-Day?
5:35 The moment quantum becomes crypto-relevant
10:11 How many qubits does it take to break crypto?
16:22 What a real Bitcoin quantum attack would look like
20:19 How much Bitcoin is actually vulnerable?
26:26 Burn, freeze, or salvage? Bitcoin’s impossible choice
35:06 Proof of seed phrase and Bitcoin’s post-quantum bottleneck
41:02 Ethereum’s exposure: smaller, but not zero
45:43 Ethereum’s tougher roadmap: three layers, three upgrades
50:29 The execution-layer plan: replace ECDSA without killing throughput
57:56 Post-quantum, post-AI cryptography
1:03:36 BLS, KZG, LeanVM, and the rest of the stack
1:06:42 Is this bigger than the Merge?
1:17:21 If Bitcoin stumbles, does all crypto stumble too?
1:19:35 “Quantum is not a challenge—it’s an opportunity”
1:21:27 AI, quantum, crypto and the 2032 convergence
1:28:04 Harvest now, decrypt later
1:30:09 Defensive accelerationism and Ethereum’s role
1:39:10 Stoicism, P-doom, and why he keeps building---
RESOURCESJustin Drake
https://x.com/drakefjustin/Bitcoin Quantum Risk List
https://www.projecteleven.com/bitcoin-risq-listNic Carter Blog Posts
https://murmurationstwo.substack.com/p/bitcoin-developers-are-sleepwalking
https://murmura… -
ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix
20 maart 2026 · 1 uur 9 min
Ryan and David break down a historic week for crypto as the SEC and CFTC finally deliver long-awaited clarity, classifying major tokens and reshaping the market. At the same time, Bitcoin is outperforming stocks and gold amid global tensions, raising the key question: is this a real regime shift or just a relief rally? They also cover the rise of prediction markets, the emerging battle for agentic payments (Tempo vs. Stripe/Coinbase), and crypto’s cultural moment with Vanity Fair and the upcoming SBF Netflix series. Lees meer
---
📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth
---
TIMESTAMPS & RESOURCES
0:00 Intro
3:47 Macro & Markets (Oil, War, Fed)
https://apnews.com/article/iran-gas-field-south-pars-attack-5ad45090d3b66444467cc255ee966a37
https://energynow.com/2025/06/what-is-the-strait-of-hormuz-and-why-is-it-so-important-for-oil
https://truthsocial.com/@realDonaldTrump/posts/116253388303392718
https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless?
https://x.com/QuintenFrancois/status/2033469474511429805
https://x.com/zerohedge/status/2033322952238723486
https://x.com/zerohedge/status/2032571409273167950
https://x.com/timevalueofbtc/status/2034612806386086296
https://x.com/fintechfrank/status/2033520517009846618
https://farside.co.uk/btc/
https://x.com/KobeissiLetter/status/2034403519609057593
https://x.com/intocryptoverse/status/2033954843048485174
https://thedefireport.io/research/saylor-is-back-in-the-market
22:35 SEC + CFTC Regulatory Clarity
https://x.com/SECGov/status/2033996940363317379
https://x.com/SECPaulSAtkins/s…
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Tempo Mainnet: The Race to Agentic Commerce
19 maart 2026 · 1 uur 20 min
Tempo Mainnet is live, but this episode isn’t really about just another chain launch. It’s about a bigger claim: that AI agents are about to need native money, and that the internet may need a new payment layer to support them. Georgios Konstantopoulos and Brendan Ryan join Bankless to unpack why Tempo launched with agentic payments front and center, what MPP actually is, how it compares to x402, and why they think machine-to-machine commerce could reshape everything from paid APIs to the business model of the web itself. Lees meer
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https://bankless.cc/bitget🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth---
TIMESTAMPS0:00 Tempo Mainnet goes live
1:18 Why the launch is focused on agents
3:58 What MPP actually is
6:30 MPP vs x402
15:28 Why agentic commerce matters
20:08 The “original sin” of the internet
26:04 MCP, NLWeb, and the emerging agent stack
34:07 The onboarding flow: wallets for agents
37:11 How Tempo’s wallet security works
40:11 Tempo chain design and specs
51:13 Why build an L1 instead of an Ethereum L2?
56:10 The Ethereum tension
1:05:01 Agent identity, reputation, and ERC-8004
1:06:53 TIP20, stablecoins, and what can be built on Tempo
1:12:36 Builder opportunity in the agentic web---
RESOURCESGeorgios Konstantopoulos
https://x.com/gakonstBrendan Ryan
https://brendanjryan.com---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari
18 maart 2026 · 1 uur 8 min
A deep dive into Trump’s emerging grand strategy and the geopolitical logic behind the Iran conflict. Lees meer
Kamran Bokhari joins Bankless to unpack how the U.S. is trying to reshape the Middle East, manage tensions with China and Russia, and transition from direct intervention toward a new model of burden-sharing, regional power balancing, and global restraint.
------
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🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast
🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/galaxy-podcast
🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth
------
TIMESTAMPS
0:00 Intro
0:56 Iran War Unstated Motives
10:03 Trump’s Goals
18:43 China’s Role
26:43 Venezuela & Cuba
28:22 US China Relationship
34:27 Optimizing Global Relationships
39:56 Iran War Best Approach
47:12 Does Iran Want to Negotiate?
51:30 Iran Regime Change
56:51 Israel Interests
1:00:36 Marco Rubio
1:05:24 Signal in the Noise
1:07:25 Closing & Disclaimers
------
RESOURCESKamran Bokhari on X
https://x.com/KamranBokhariLinkedIn
https://www.linkedin.com/in/kamranbokhari/
New Lines Institute
https://newlinesinstitute.org/people/kamran-bokhari/
Forbes
https://www.forbes.com/sites/kamranbokhari/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes
17 maart 2026 · 1 uur
The Ethereum Foundation’s new mandate has reignited one of Ethereum’s oldest debates: Lees meer
Should it stay laser-focused on cypherpunk values, or lean harder into adoption, product, and market share?
Ryan and David debate CROPS, self-sovereignty, ETH as money, and whether the EF is protecting Ethereum’s soul or holding it back.
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🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast
🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/galaxy-podcast
🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth
------
TIMESTAMPS & RESOURCES
0:00 Intro
2:39 The EF Manifesto
https://x.com/ethereumfndn/status/2032460726728573298
https://blog.ethereum.org/2026/03/13/ef-mandate
https://ethereum.foundation/ef-mandate.pdf
10:18 Bullish Takes
https://x.com/lay2000lbs/status/2033326038122438677
https://x.com/EvgenyGaevoy/status/2033160316079534510
https://x.com/malekanoms/status/2032599584640315706
https://x.com/lex_node/status/2033189653587677343
https://x.com/StaniKulechov/status/2032462574571204924
15:15 Bearish Takes
https://x.com/dankrad/status/2032532067527856216
https://x.com/tayvano_/status/2032549549550743925
https://x.com/masonnystrom/status/2032558469786775993
https://x.com/yugacohler/status/2033225486847885758
https://x.com/hosseeb/status/2033603057347616869
https://x.com/divine_economy/status/2033547178803708371
27:43 Bullish Response to Bears
https://x.com/divine_economy/status/2033547178803708371
https://x.com/dimabuterin/status/2033548385974735174
35:44 David’s Takes
https://x.com/TrustlessState/status/2032832671206748551
47:29 Ryan’s Takes
https://x.com/RyanSAdams/status/2032512531856503181
56:32 We Can do Both
https://x.com/vibhu/status/2032574444724449605
https:…
-
Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev
16 maart 2026 · 1 uur 2 min
The next great battle in finance may not be over stocks, crypto, or even payments. It may be over where the $90 trillion great wealth transfer actually lands. In this episode, Robinhood founder and CEO Vlad Tenev returns to Bankless for a fast-moving conversation on how Robinhood wants to position itself for that generational handoff, why he believes 24/7 markets and tokenization are inevitable, and why the popular narrative around Gen Z as financially reckless misses what he’s seeing on-platform. Lees meer
---
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BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/galaxy-podcast🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth---
TIMESTAMPS0:00 The $70–90T Wealth Transfer and Robinhood's Strategy
4:01 Finance in 2040: 24/7 Markets Everywhere
6:06 Tokenized Stocks, Robinhood Chain, and the U.S. Rollout Question
11:22 Robinhood's Full-Stack DeFi Vision
14:31 Prediction Markets as “Truth Machines”
17:06 Robinhood Social, Sherwood Media, and the Content Layer
21:44 Why “Entertainment Finance” Might Be Overstated
25:03 Gen Z Is More Retirement-Savvy Than You Think
30:54 Trump Accounts and Investing From Birth
36:21 The Financial Super App Race
39:30 Why Robinhood Is Not Prioritizing Peer-to-Peer Payments
42:22 Stablecoins, Bank Charters, and Consumer Reality
49:30 The Clarity Act, Stablecoin Yield, and Tokenized Assets
55:16 Perps Could Come Onshore Fast
57:12 Retail Access to Private Markets
1:00:52 Robinhood's Third Act: Social, AI, and Agentic Finance---
RESOURCESVlad Tenev
https://x.com/vladtenev---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial
13 maart 2026 · 57 min
Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow bounced right through it. Then they unpack Trump’s public pressure campaign against banks over stablecoin yield, Kraken’s historic Fedwire breakthrough, and why crypto is starting to look less like an outsider and more like part of the financial core. Plus: Anthropic vs. the Pentagon, Erik Voorhees’ private AI push with Venice, fresh Aave governance drama, ZachXBT helping catch the $46M government crypto thief, and the New York Times calling crypto dead right on schedule. Lees meer
---
📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELDhttps://bankless.cc/Figure
---
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🔮POLYMARKET | #1 PREDICTION MARKET
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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN
https://bankless.cc/megaeth
---
TIMESTAMPS & RESOURCES
0:00 Intro
3:22 Chaotic Era: 3 Signals Driving Markets
https://imgur.com/UirRpZD
https://pbs.twimg.com/media/HDEnyQQWwAAbwf1.jpg
https://x.com/TheSalonDon/status/2031478190741328334
https://polymarket.com/event/will-crude-oil-cl-hit-by-end-of-march/?via=bankless
https://fred.stlouisfed.org/series/GASREGW
https://imgur.com/a/I13P5gv
https://www.tradingview.com/chart/1CDu50yK/
https://www.tradingview.com/chart/1CDu50yK/
https://x.com/byheatherlong/status/2029914129654501425
https://x.com/TKL_Adam/status/2029655785282887772
https://x.com/KobeissiLetter/status/2031714633581469751
https://polymarket.com/event/us-recession-by-end-of-2026/?via=bankless
https://financialpost.com/fp-finance/jpmorgan-limits-private-credit-lending
https://x.com/adamscochran/status/2031718465044701376
https://www.reuters.com/busin…
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Where is ETH in the cycle? | Michael Nadeau
11 maart 2026 · 57 min
Ethereum underperformed this cycle, and investors are asking the big question: did ETH just skip a cycle, or is something deeper going on? Michael Nadeau joins Ryan to break down where Ethereum sits in the market cycle today, why several of his key indicators suggest ETH is entering a fair value zone, and whether the true macro bottom could still lie ahead. Lees meer
They also unpack why ETH struggled despite improving fundamentals. Mike explains how Ethereum’s L2 roadmap may have improved the network while weakening short-term value capture for the asset itself, and what signals he’s watching (MVRV, supply in profit, the 200-week moving average) as he looks for the next expansion phase.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io/
---
📣GALAXY | INSTITUTIONAL DIGITAL FINANCEhttps://bankless.cc/Galaxy
---
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🔮POLYMARKET | #1 PREDICTION MARKET
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🌍 WORLD | FULLY ONCHAIN EXCHANGE
https://bankless.cc/world
---
TIMESTAMPS
0:00 Intro
3:50 The History of ETH Cycles
5:41 Analyzing Performance Trends
8:32 The Impact of L2 Roadmap
10:24 Roadmap Decisions & Market Perception
15:50 Valuation Metrics Explained
20:08 Disparities in Valuation Methods
23:22 Navigating Market Conditions
26:14 Nation-State Metaphor & Valuation
27:45 Revenue and Economic Impact
33:42 DEX Volumes & Their Implications
37:25 Stablecoin Supply on Ethereum
38:09 Cycle Metrics & Analysis
44:22 Fair Market Value Insights
50:40 Evaluating ETH for the Portfolio
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Making America the Crypto Capital of the World | New CFTC Chairman Michael Selig
9 maart 2026 · 59 min
A conversation with new CFTC Chairman Mike Selig on the policy shift behind America’s push to become the crypto capital of the world. Lees meer
We cover the CFTC’s evolving role in crypto, prediction markets, and perpetuals, the end of regulation by enforcement, how the agency is thinking about DeFi and software developers, and why market structure legislation like the Clarity Act could reshape the future of U.S. crypto.
------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-making-america-the-crypto-capital-of-the-world
------
🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast
🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/galaxy-podcast
🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🌍 WORLD | FULLY ONCHAIN EXCHANGE
https://bankless.cc/world
------
TIMESTAMPS
0:00 Intro
0:33 Mike’s Background
4:25 Commodity Markets Transformation
7:31 Commodity Definition
10:56 The Role of the CFTC
11:56 Prediction Markets
17:48 Navigating New Markets
20:34 Are Prediction Markets CFTC Territory?
24:45 Insider Trading vs Information Advantage
28:25 Trump’s Conflict of Interests
29:21 Clarity Act
36:58 Project Crypto
39:37 Defining Intermediary
43:32 Exchanges vs L2s
45:50 No More Wells Notices
50:17 The New CFTC & SEC
54:51 Making America the Crypto Capital of the World
57:08 Best of the Clarity Act
59:04 Closing & Disclaimers------
RESOURCESMike Selig
https://x.com/ChairmanSelig
CFTC
https://www.cftc.gov/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Wartime Markets | Kraken Gets Fedwire | Trump vs Banks | AI vs Pentagon | NYT Says Crypto Is Dead
6 maart 2026 · 1 uur 3 min
Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow bounced right through it. Then they unpack Trump’s public pressure campaign against banks over stablecoin yield, Kraken’s historic Fedwire breakthrough, and why crypto is starting to look less like an outsider and more like part of the financial core. Plus: Anthropic vs. the Pentagon, Erik Voorhees’ private AI push with Venice, fresh Aave governance drama, ZachXBT helping catch the $46M government crypto thief, and the New York Times calling crypto dead right on schedule. Lees meer
---
📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD
https://bankless.cc/Figure
---
BANKLESS SPONSOR TOOLS:
🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast
🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
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🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
🌍 WORLD | FULLY ONCHAIN EXCHANGE
https://bankless.cc/world
---
TIMESTAMPS & RESOURCES
0:00 Intro
2:54 Wartime Markets: US / Israel vs Iran + Market Reaction
https://x.com/WhiteHouse/status/2028229365440344419
https://x.com/KobeissiLetter/status/2028426099474981156
https://x.com/BullTheoryio/status/2029251045885665465
https://x.com/KobeissiLetter/status/2029274787474743761
https://www.coingecko.com/en/coins/bitcoin
https://www.coingecko.com/en/coins/ethereum
https://alternative.me/crypto/fear-and-greed-index
12:33 Polymarket Becomes the Biggest Winner
https://x.com/PolymarketStory/status/2028863241942671865
https://polymarket.com/event/will-the-iranian-regime-fall-by-march-31/?via=bankless?
https://polymarket.com/event/will-reza-pahlavi-lead-iran-in-2026/?via=bankless?
15:20 Pentagon vs Anthropic: AI is Military Tech
https://x.com/KobeissiLetter/status/2027958511334723716
https://x.com/Watche…
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AI Finds 70% of Smart Contract Exploits | Alpin Yukseloglu
5 maart 2026 · 1 uur 2 min
AI is getting dangerously good at smart contract security. Faster than crypto is ready for. Alpin Yukseloglu joins Bankless to break down EVMBench (built with OpenAI), a benchmark testing whether AI agents can detect, patch, and exploit real fund-draining bugs and why the jump from ~12–13% exploit-finding to 70%+ could rewrite today’s security assumptions. We unpack what that “70%” really means, why crypto’s verifiability is an ideal training ground, why AI labs haven’t prioritized crypto data yet, and what a 24/7 blackhat vs whitehat AI arms race means for DeFi. Lees meer
---
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https://bankless.cc/galaxy-podcast⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
https://bankless.cc/euphoria🌐BRIX | EMERGING MARKET YIELD
https://bankless.cc/brix🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless---
TIMESTAMPS0:00 AI’s exploit leap: 12% → 70% and the “Superhuman auditors”
7:02: Staring at the singularity without losing your mind
10:31 Agency » doom: the Thiel framing
19:10 What’s most at risk (and what’s safer)
23:37 What EVMBench actually is (benchmark + harness)
27:03 Why exploiting is the key: killing false positives
29:24 AI gets “good at crypto” fast: verifiability
30:56 What “70% exploit rate” really means
33:32 Why AI labs avoided crypto (it’s not technical)
43:38 Blackhat vs whitehat: how the race plays out
47:21 Agents and “payments at the speed of light”
51:02 EVM vs Solana: network effects
56:18 AI formal verification as an endgame
58:06 EVMBench V2: expanding the frontier
59:54 Why Alpin stays in crypto---
RESOURCESAlpin Yukseloglu
https://x.com/0xalpoEVMBench
https://paradigm.xyz/evmbench---
Not financial or tax advice. See our investment disclosures he… -
Building a Million Dollar Zero Human Company with OpenClaw | Nat Eliason
4 maart 2026 · 1 uur 35 min
Nat Eliason joins to show what it looks like to build a “zero human company” with OpenClaw agents. — led by Felix, an AI CEO that ships products, runs ops, and even manages other agents for support and sales. Lees meer
We unpack how Felix went from an overnight info product to a full marketplace for agent “skills” (Clawmart) and a bespoke service that deploys custom OpenClaw employees for real businesses, hitting nearly $80k in revenue since early February while operating on surprisingly low monthly costs.
------
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🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast
🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/galaxy-podcast
⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
https://bankless.cc/euphoria
🌐BRIX | EMERGING MARKET YIELD
https://bankless.cc/brix
🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://thedefireport.io/bankless
------
TIMESTAMPS
0:00 Intro
0.24 Nat’s Background
6:30 Felix
11:43 Real Businesses vs Memecoins
14:23 Felix’s Employees
18:06 Felix’s Business
31:26 How Customized is Felix?
38:17 Felix’s Business Risks
40:12 Can OpenClaw Replace Knowledge Workers?
43:38 Claw Mart
48:49 Felix’s Expenses
51:15 Nat’s Role
56:39 Felix’s Discord
1:03:19 Citrini Doomer Scenario
1:13:04 Hiring Your First Agent
1:16:19 General AI Assistants
1:19:50 AI Friends
1:22:39 The AI Agent Frontier
1:26:52 Crypto x AI
1:31:53 What’s Next
1:34:27 Closing & Disclaimers
------
RESOURCESNat Eliason
https://x.com/nateliason
Felix Craft
https://x.com/FelixCraftAI
Felix Dashboard
https://felixcraft.ai/dashboard
Claw Mart
https://www.shopclawmart.com/
Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance
https://www.amazon.com/Crypto-Confidential-Winning-Millions-Frontier/dp/0593714040
------
Not financial or tax advice. See our investment…
-
Haseeb Quereshi: Crypto’s Not Made for Humans—It’s for AI
2 maart 2026 · 1 uur 13 min
Crypto still feels like a minefield for humans: Lees meer
Haseeb Qureshi argues that’s a clue, not a bug: blockchains and smart contracts are machine-readable systems that AI agents can parse, simulate, and execute far more reliably than people, shifting crypto’s core user from humans clicking through wallets to agents acting on our behalf.
We also dig into the two-track future of agent commerce (safe, human-approved flows vs. the wild-west frontier), why major AI labs have avoided crypto training so far (liability), how agent-driven discovery could rewrite DeFi competition, and what this means for Dragonfly’s investing playbook.
------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-haseeb-quereshi-cryptos-not-made-for-humans-its-for-ai
------
🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast
🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/galaxy-podcast
⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
https://bankless.cc/euphoria
🌐BRIX | EMERGING MARKET YIELD
https://bankless.cc/brix
🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/TDRpro
------
TIMESTAMPS
0:00 Intro
0:42 Why Crypto’s Not Made for Humans
17:49 How AI Agents Think
28:51 Why Crypto x AI is Unexplored
32:58 The Botconomy & OpenClaw
43:42 How Long Until the Frontier is Here?
50:07 How Crazy Does it Get?
1:06:00 AI Thinks Crypto’s Cringe
1:10:31 Dragonfly’s New 650M Fund
1:13:05 Closing & Disclaimers
------
RESOURCESHaseeb Qureshi
https://x.com/hosseeb
Dragonfly
https://www.dragonfly.xyz/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra | Pentagon vs Anthropic
27 februari 2026 · 1 uur 3 min
February ends with peak FUD. Ryan and David unpack why crypto is stuck in historic “Extreme Fear” even without a major blowup, and why markets feel like they’ve entered an uncertainty bubble. They break down the Supreme Court striking Trump’s tariffs, Trump immediately finding new legal doors to bring them back, and the looming $150B+ refund fight. Then the “Citrini Crash”: AI doomer scenarios going viral, spooking stocks, and leaving investors terrified that AI will be either not good enough or far too good. Plus: fresh allegations that Jane Street helped accelerate Terra’s collapse, Meta’s stablecoin reboot for its billions of users, ZachXBT’s Axiom insider trading exposé, Hyperliquid’s new DC policy push, Robinhood’s retail venture fund, Coinbase’s 24/5 stocks rollout, and the Pentagon’s ultimatum to Anthropic over AI guardrails. Lees meer
---
📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD
https://bankless.cc/FigureCBL
---
BANKLESS SPONSOR TOOLS:
🔮POLYMARKET | #1 PREDICTION MARKET
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🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
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⚡EUPHORIA | REAL-TIME ONE-TAP TRADING
https://bankless.cc/euphoria
🏅BITGET TRADFI | TRADE GOLD WITH USDT
https://bankless.cc/bitget
🌐BRIX | EMERGING MARKET YIELD
https://bankless.cc/brix
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/TDRpro
---
TIMESTAMPS & RESOURCES
0:00 Intro
2:51 Extreme Fear & the “Uncertainty Bubble”
https://www.coingecko.com/en/coins/bitcoin
https://www.coingecko.com/en/coins/ethereum
https://alternative.me/crypto/fear-and-greed-index
https://x.com/xeer/status/2025867669707043156
https://x.com/Evan_ss6/status/2026363413610238032
https://thedefireport.io/research/uncertainty-bubble
https://x.com/kobeissiletter/status/2024862913761001477
https://x.com/KobeissiLetter/status/2026067372604371286
https://www.citriniresearch.com/p/2028gic
https://x.com/KobeissiLetter/status/2026040229535047769
https://x.com/KobeissiLetter/status…
-
Zero Crypto at Home: Bankless in the Age of Wrench Attacks and Phishing | Jameson Lopp and Beau
25 februari 2026 · 1 uur 43 min
Crypto’s newest threat isn’t a smart contract exploit, it’s a knock at your door. In this episode, Ryan sits down with Jameson Lopp (Casa) and Beau (former CIA, now safety at Pudgy Penguins) to map the real security landscape for crypto holders in 2026: the phishing traps you’ll see daily, the physical “wrench attacks” that terrify the community, and the practical systems that can make both dramatically less effective. If going bankless is about freedom, this is the playbook for keeping that freedom without turning into your own security team. Lees meer
---
📣ROCKET POOL | PERMISSIONLESS STAKING
https://bankless.cc/Rocketpool---
BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE
https://bankless.cc/galaxy-podcast⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
https://bankless.cc/euphoria🌐BRIX | EMERGING MARKET YIELD
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https://bankless.cc/bitget🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/TDRpro---
TIMESTAMPS0:00 Intro
2:45 The 2026 threat landscape: third parties, privacy, then physical
8:07 Most likely vs most dangerous: phishing vs wrench attacks
17:23 Minimize attack surface + separate your money by risk
20:27 The “3-wallet” model: daily spend, risky ops, deep cold vault
25:08 Hot vs cold: the $1k rule + don’t sign when you’re not sharp
30:01 Social engineering defense: authenticate everything, trust nothing inbound
36:22 Password managers + the 2FA ladder (passkeys/YubiKeys win)
45:05 “Dedicated signing machine” and air-gapped thinking
47:30 Wrench attacks: how targets are found + what the attacks look like
52:50 Why France stands out (and what Dubai’s data shows)
57:37 “Zero Crypto at Home”: multisig + geography + time delays
1:12:27 Duress wallets: why they don’t reliably work
1:16:38 Home hardening checklist: cameras, lights, panic buttons, doors/windows
1:30:59 Onchain privacy reality + tax software pitfa… -
Ethereum's Last Big Upgrade: The zkEVM | Ansgar Dietrichs
23 februari 2026 · 1 uur 21 min
Ethereum’s next big leap might not look like a single “flip the switch” moment—but it could change how the chain verifies everything. In this episode, Ansgar Dietrichs comes back to unpack the ZK EVM: why “re-executing every block” has been Ethereum’s hidden scaling tax, how real-time proofs finally make a different verification model viable, and what it would take to transition safely without sacrificing the verifiability that keeps Ethereum credibly neutral. They explore the three true bottlenecks of blockchain scaling (compute, IO, bandwidth), the roadmap from optional proofs to mandatory proofs, and why client diversity could look radically different in a ZK-native future. Lees meer
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TIMESTAMPS0:00 Intro
0:43 Ethereum’s Biggest Upgrade
4:35 The Core Idea: Verify Blocks Without Re-Executing
10:40 From Bitcoin’s “Verify Cheaply” to Verifying Full Execution
16:22 Cryptography 2.0: Proving Arbitrary Computation
22:56 Scaling All 3 Constraints: Compute, IO, Bandwidth
32:33 Why Ethereum Has Been “Slow” by Design
38:29 3× Per Year: Scaling Now, Not Someday
41:28 ZK Isn’t About Faster Blocks (But Speed Still Improves)
46:33 Rollout Plan: Optional Proofs → Mandatory Proofs
49:59 Dependencies: Block-in-Blobs, Repricing, New State Trees
54:14 Security Reality Check: Performance → Security → Production
1:01:24 Client Diversity in a ZK World
1:10:51 Timeline: ZK Ethereum, Around 2030
1:16:31 Second-Order Wins: L2 Bridging and Beyond Crypto
1:20:49 Closing: Build t… -
ROLLUP: Prediction Market War | Base Leaves Optimism | Tomasz Exits EF | Clarity Act Lives | Harvard Buys ETH
20 februari 2026 · 1 uur 9 min
A legal war over prediction markets just went public. Ryan and David break down the CFTC’s claim of exclusive authority, the backlash from state officials and lawmakers, and why this fight is really about whether markets or politics get to define truth. They explore why AI-powered prediction markets may be crypto’s strongest product-market fit yet, and why that scares regulators. Plus: Harvard rotates from Bitcoin into Ethereum, Base breaks from Optimism, Zora expands to Solana, the Ethereum Foundation leadership reshuffles, signs of life for the Clarity Act, institutions buying DeFi tokens, Europe’s unrealized-gains wealth tax, autonomous “life” on Ethereum, OpenAI’s EVMbench, and what ETHDenver says about where crypto goes next. Lees meer
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---
TIMESTAMPS & RESOURCES
0:00 Intro
2:27 MARKETS
https://x.com/hiwhaledegen/status/2023372409303450065
4:33 PREDICTION MARKETS REGULATORY FIGHT
https://x.com/ChairmanSelig/status/2023744651216240966
https://x.com/GovChristie/status/2023821634344550892
https://x.com/SenWarren/status/2023877196323188764
https://x.com/govcox/status/2023795059980988874
https://x.com/RepCasten/status/2024212119491588303
https://x.com/brian_armstrong/status/2023794107274194944
https://x.com/SenatorHagerty/status/2023802779899252901
https://x.com/SenMcCormickPA/status/2023831838461194501
https://x.com/tyler/status/2023761976481259585
https://x.com/kylascan/status/2023786873605476719
https://x.com/ADoricko/status/2023834015699173398
htt…
-
Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin
16 februari 2026 · 1 uur 39 min
Lyn Alden joins us to make sense of the “everything, everywhere, all at once” macro moment. Lees meer
A fourth-turning-style unwind of the long-term debt cycle, rising fiscal dominance, and a rare, headline-level clash over Fed independence—plus what a Kevin Warsh Fed might actually do under real-world constraints.
We dig into the “gradual print” era, why gold is ripping, how a more multipolar monetary order could emerge (gold, bitcoin, and stablecoins in different roles), and what trade war dynamics mean for the dollar’s privilege.
Lyn also explains why Bitcoin has lagged gold this cycle, how much the four-year crypto cycle still matters, the risks around treasury companies and quantum narratives, and how she’s thinking about portfolio construction in 2026.
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------
TIMESTAMPS
0:00 What’s Happening?
6:23 The Fourth Turning
13:59 Fed Independence
30:40 New Fed Chair Kevin Warsh
37:46 The Gradual Print
42:16 Gold
53:56 China vs US
1:07:14 Bitcoin vs Gold
1:12:37 Crypto 4-Year Cycles
1:23:26 Proof-of-Work vs Proof-of-Stake
1:28:12 Frontier Tech
1:35:11 Lyn Alden’s 2026 Portfolio
1:39:24 Cash Strategy
1:41:30 Closing & Disclaimers
------
RESOURCESLyn Alden
https://x.com/LynAldenContact
Lyn Alden Newsletter
https://www.lynalden.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Crypto Pain Market | Coinbase Super Bowl Rug Pull | IBIT Liquidation Cascade | Prediction Markets Explode | BlackRock x Uniswap
13 februari 2026 · 1 uur 6 min
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. Lees meer
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---
TIMESTAMPS & RESOURCES
0:00 Intro
0:32 Super Bowl Coinbase Commercial
https://x.com/julia_fiedler5/status/2020672759508967576
10:02 Markets
https://x.com/cryptorand/status/2021894696268660736
https://x.com/TheDemocrats/status/2019492504614150375
https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027/?via=bankles
https://x.com/intocryptoverse/status/2019835733503255006
https://x.com/DegenerateNews/status/2020846896084852796
https://x.com/blckchaindaily/status/2021967204653445163
https://x.com/WatcherGuru/status/2020860553732768085
https://www.strategicethreserve.xyz
https://x.com/WatcherGuru/status/2021325189674357204
25:46 Predict…
-
What’s the Story? AI Stocks, Crypto Downturn, Metals Selloff, SaaSpocalypse | Jim Bianco
12 februari 2026 · 1 uur 15 min
Last week felt like four different crashes happening at the same time: AI software stocks melting down, crypto capitulating, gold and silver whipping around, and markets suddenly panicking about AI CapEx. Jim Bianco returns to Bankless to explain what actually changed: why AI is collapsing the cost of building software (and threatening SaaS pricing models), how “synthetic Bitcoin” in TradFi can amplify volatility even when nothing breaks onchain, and why the next crypto cycle can’t be powered by “permission” narratives, it has to be powered by replacement and building. Lees meer
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https://bankless.cc/TDR-pro💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch---
TIMESTAMPS0:00 Intro
0:44 Super Bowl ads as a market metaphor
2:30 WTF was last week? Four selloffs collide
8:38 Why crypto traded like “software” in the selloff
13:52 AI CapEx fears: are we overbuilding the infrastructure?
17:00 The 1999 playbook: infra boom → crash → app-layer winners
28:53 Where the value accrues: users, not the hyperscalers
35:36 Gold & silver: why silver behaves like an “altcoin”
39:09 Why Jim is bearish on China
44:21 Trump, Europe, defense spending, and the “go to 11” problem
49:09 Synthetic Bitcoin: the offchain float problem
56:52 Crypto’s next narrative: replacement, not permission
1:01:57 Kevin Warsh, Fed independence, and a new Fed–Treasury accord
1:09:40 Portfolio wrap: puke signals, building signals, and 4–5–6 returns---
RESOURCESJames Bianco
https://x.com/biancoresearch---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclo… -
Robinhood Chain Takes on NYSE/Nasdaq | Robinhood Crypto GM Johann Kerbrat
11 februari 2026 · 44 min
Robinhood isn’t just adding another crypto feature—it’s assembling a new exchange stack: stock tokens, an Ethereum L2 built for real-world assets, and a wallet that can plug into DeFi. Johann Kerbrat (GM of Crypto at Robinhood) joins Bankless to unpack what “24/7 markets” actually requires, why liquidity and routing are the hidden battleground for tokenized equities, and how “Certified by Robinhood” could become a distribution moat for onchain apps. Along the way, they compare Robinhood’s approach to tokenization with the NYSE’s 24/7 tokenized platform plans and Nasdaq’s tokenized securities proposal, and dig into what U.S. regulatory clarity would need to unlock stock tokens stateside. Subscribe for more on the new financial rails being built in real time. Lees meer
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https://bankless.cc/TDR-pro💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch---
TIMESTAMPS0:00 Intro
3:43 Is Robinhood Building a New Exchange?
4:45 Robinhood Chain testnet: what it enables for builders
9:17 What’s actually unique about this L2
10:44 “Certified by Robinhood” explained
12:52 Mainnet timing & NYSE/Nasdaq vs Robinhood tokenization approaches
16:34 Stock tokens today: EU access, U.S. questions
18:16 The liquidity problem (and how routing fixes it)
21:28 What tokenized equities unlock beyond trading
23:23 Robinhood Wallet’s role in the stack
24:57 The CLARITY Act: what matters to Robinhood
30:49 Strategic bets: Talos, Bitstamp, and going institutional
38:51 Lighter + perps: DeFi vs CeFi (and the U.S. CFTC wall)
43:21 What’s next: “one ecosystem” + prediction markets
45:13 Builder call-to-… -
MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling
9 februari 2026 · 1 uur 22 min
MegaETH mainnet is live, kicking off a new frontier for Ethereum scaling: ultra-low latency, massive throughput, and an execution environment built to unlock apps that can’t exist on L1. Lees meer
Lei Yang & Namik break down why Vitalik’s latest L2 framing validates “barbell” scaling, what users actually inherit from Ethereum (censorship resistance, exit guarantees, and fraud-proof security assumptions), and why stages + governance are harder than they look.
Plus: the mainnet stress test (11.4B tx in 7 days, 55k peak TPS), the economics shift toward stablecoin yield with USDM, proximity markets for MEV, and MegaETH’s aggressive app-incubation strategy.
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------
TIMESTAMPS
0:00 Intro
0:41 Vitalik’s L2 Pivot Tweet
14:05 Property Rights on MegaETH
21:10 Stage 2 & Rollup Design
30:34 MegaETH’s Stress Test Numbers
40:42 MegaETH’s Throughput
47:02 Business Model
52:15 MEV
1:00:18 Other MegaETH Products
1:02:19 App Strategy
1:07:04 Mega Mafia
1:10:48 MegaETH x AI Agents
1:15:53 Mega Token
1:20:17 Mainnet Release
1:21:11 Closing & Disclaimers
------
RESOURCESLei Yang
https://x.com/yangl1996
Namik
https://x.com/NamikMuduroglu
MegaETH
https://www.megaeth.com/
MegaETH Stress Test
https://stress.megaeth.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?
7 februari 2026 · 52 min
A single Vitalik tweet just snapped Ethereum’s scaling narrative into focus: the rollup-centric roadmap is over, and a new path is here. Ryan and David break down what Vitalik actually said (and what he didn’t), why stage 2 plus rollup interop proved far slower than anyone hoped, and why L1 scaling, powered by ZK, may be Ethereum’s real reset button in 2026. Along the way, they unpack the quiet death of the “L2s are Ethereum” meme, the community’s whiplash reaction, and what differentiated “gen 2” L2s must do to earn their place in the alliance. Lees meer
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TIMESTAMPS0:00 The Rollup-Centric Roadmap: 2020 → 2026
1:26 What Vitalik Actually Said
3:15 The Understated Bombshell: L1 Scaling + ZKVM
6:28 “Branded Shards” Are Over
8:12 “L2s Are Ethereum” Is Dead (But Not the Alliance)
12:29 Vitalik’s Follow-Up: Differentiation Wins
15:51 The Reaction: Praise, “I Told You So,” and Anger
18:23 The NATO Analogy for L2s
20:51 The Messaging Risk: Does Ethereum Push Rollups Away?
23:25 Why Did It Take So Long to Say This Out Loud?
30:09 Was Modular Wrong? What We Thought vs What We Got
33:20 Ryan’s Retrospective: Wins + Three Missteps
38:01 David’s Take: ZKVM Precompile = “Manhattan Project”
39:57 The Cost: Wasted Time, Misallocated Capital, Leadership Tension
45:39 What Happens Next: Base Leaving, New North Star, Anyone’s Game
51:04 Signs the Pivot Is Working---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown
6 februari 2026 · 1 uur 5 min
Crypto enters a full-blown pain market as Bitcoin, ETH, tech stocks, and even gold sell off together. Ryan and David break down why crowded trades are unwinding across markets, what the Warsh Fed chair pick means for rates and risk assets, and whether crypto has become uniquely fragile in this cycle. They dig into Vitalik’s L2 pivot and what it signals about Ethereum’s next era, unpack massive institutional paper losses at Strategy, BitMine, and Galaxy, and analyze Polymarket odds on where Bitcoin goes next. Plus: OGs selling to ETF buyers, the Clarity Act standoff between banks and crypto, and how to survive the psychology of a real bear market. Lees meer
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---
TIMESTAMPS & RESOURCES
0:00 Intro
3:23 Markets
https://x.com/KobeissiLetter/status/2019413451471483282
https://x.com/MelMattison1/status/2018821072934846482
https://x.com/KobeissiLetter/status/2018215213959729487
https://imgur.com/xGMBu9p
https://www.coingecko.com/en/coins/bitcoin
https://www.coingecko.com/en/coins/ethereum
https://x.com/zerohedge/status/2017679054619414773
https://x.com/AggrNews/status/2017670162481053771
https://imgur.com/fOOPShT
https://x.com/KobeissiLetter/status/2018251708833669137
https://x.com/fundstrat/status/2018317901682373032
https://x.com/mmmikema/status/2017517404461666668
https://www.coindesk.com/markets/2026/02/04/tom-lee-says-bitmine-s-usd6-billion-ether-paper-loss-is-by-design
https://x.com/deitaone/status/2018680207368950085
https://x.com/nic_carter/status/201869894208…
-
AI on Ethereum: ERC-8004, x402, OpenClaw and the Botconomy | Austin Griffith & Davide Crapis
5 februari 2026 · 1 uur 37 min
AI agents aren’t “coming” to Ethereum—they’re already here, spinning up on dedicated machines, clicking through wallets, deploying contracts, and even building apps for themselves. In this episode, Ryan and David sit down with Davide Crapis and Austin Griffith to map the emerging agent stack: ERC-8004 as a decentralized identity + reputation layer, x402 as payment rails for agent-to-agent commerce, and the real-world “Clawdbot” experiments that show what happens when an agent gets a wallet, a codebase, and a mandate. Along the way: prompt-injection risks, why agents read calldata like it’s their native language, and why it may be the best time in history to be a solo builder—even as it gets harder to be a junior dev. Lees meer
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TIMESTAMPS0:00 “AI is the new UI,” and you’ll be talking to your wallet
4:09 Is there an arms race for AI activity across chains?
7:32 The Clawdbot/OpenClaw moment: agents get OS-level power
13:18 Why crypto is native to agents
19:41 Austin’s setup: Claude bot, heartbeat loops, and real autonomy
22:28 The token incident: how a bot “got a treasury”
28:46 Prompt injection meets wallets
38:20 ERC-8004 explained: identity, reputation, validation
40:35 x402 + 8004: discovery + payment rails for agent commerce
48:38 8004 “scans” and early adoption reality
1:05:32 What agents could build when they can hire other agents
1:12:38 Tooling for the new builder era: Speedrun → Wingman
1:25:23 “Worst time to be a junior dev…”
1:28:15 Predictions: clean Englis… -
Where Do We Go From Here? | Michael Nadeau
3 februari 2026 · 1 uur
Michael Nadeau went risk-off in October and has been targeting Bitcoin's fair value near $65K. In this episode, he joins Ryan to unpack what changed after BTC broke below $80K, why he does not think this is the macro low yet, and what a real bottom typically looks like (capitulation, then apathy). Lees meer
They also dig into the new wild card: incoming Fed chair Kevin Warsh, and why “rates down” could still mean tighter liquidity if the balance sheet shrinks. Mike walks through the key cycle signals he is watching (MVRV/realized price, 200-week moving average, long-term holder behavior, miners), how Bitcoin tends to lead the Nasdaq Composite, and the price zones on his watch list for ETH and SOL as he prepares to scale back into risk.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io/
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---
TIMESTAMPS
0:00 Intro
3:03 New Fed Chair Announcement
8:54 Macro Analysis of Kevin Warsh
14:56 Labor Market Concerns
23:09 Wealth Destruction Phase
26:31 Long-Term Market Projections
31:21 Bitcoin vs. Stocks
39:51 Market Sentiment & Cycles
42:10 Tactical Investment Strategies
55:29 Long-Term Optimism for Crypto
58:06 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Capitalism’s Endgame: The Last Companies That Will Ever Exist
2 februari 2026 · 1 uur 30 min
Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing. Lees meer
We break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and robotics could make abundance, and monopolies, the default outcome.
From Google’s data + compute flywheel to the Tesla/SpaceX/xAI convergence and even space-based energy/data centers, we map the new battlefield and what it means for building a future-proof portfolio (not investment advice).
Josh Kale
https://x.com/JoshKale------
💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://pod.link/1813210890
https://www.youtube.com/@Limitless-FT
https://x.com/LimitlessFT
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⚡ EUPHORIA | REAL-TIME ONE-TAP TRADING
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------
TIMESTAMPS
0:00 The Infinity Gauntlet of Capitalism
6:50 Intelligence
18:15 Capital
25:04 Energy
30:05 Labor
42:45 Google
47:20 Nvidia
49:16 Tesla
56:55 SpaceX
1:13:54 Amazon
1:15:12 Microsoft
1:16:35 Meta
1:19:34 Apple
1:22:22 Who Wins?
1:25:45 Elon Musk
1:26:46 Endgame Portfolio
1:29:17 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold
30 januari 2026 · 1 uur 5 min
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. Lees meer
---
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https://bankless.cc/ico-watch
---
TIMESTAMPS & RESOURCES
0:00 Intro
3:22 Markets
https://x.com/Vivek4real_/status/2014721850937380963
https://imgur.com/vumkykb
https://x.com/longstcc/status/2016429742904508789
https://www.cnbc.com/2026/01/28/fed-meeting-today-live-updates.html
https://polymarket.com/event/lisa-cook-out-as-fed-governor-by-september-30/?via=bankless
https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless.
https://polymarket.com/event/will-there-be-another-us-government-shutdown-by-january-31/?via=bankless
16:25 Gold & Silver All-Time Highs
https://www.tradingview.com/chart/1RYLG2gC/?symbol=TVC:GOLD
https://companiesmarketcap.com/assets-by-market-cap
https://x.com/KobeissiLetter/status/2016890828925313192
https://x.com/philippilk/status/2016089604588290348
https://x.com/historydefined/status/2016360674058760269
https://…
-
The Most Underrated Chain: Celo’s Surprising Traction Around the World | Marek Olszewski
29 januari 2026 · 1 uur 12 min
Celo is quietly powering real-world payments at global scale. In this episode, David and Ryan sit down with Marek Olszewski, CEO of cLabs, to unpack how Celo became a fast, low-cost payments layer used for remittances, savings, onchain FX, and identity across emerging markets.
They explore why Celo stayed focused on peer-to-peer payments while others chased trends, how Opera’s MiniPay onboarded hundreds of thousands of daily users, and why stablecoins are reshaping global finance from the ground up. The conversation spans onchain FX, proof of personhood with Self.xyz, Ethereum’s L2 future, and why fast, cheap payments, not hype, may be crypto’s real unlock. Lees meer---
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TIMESTAMPS0:00 Celo’s Origin Story and Design Philosophy
5:18 The Long Bet on P2P Payments
17:19 700,000 Daily Users: The Data Behind the Narrative
22:11 MiniPay: Global Venmo Built on Celo
30:28 Solving the Last-Mile Banking Problem
37:36 Celo x Opera partnership
40:37 Stablecoins, FX, and the Rise of Onchain Forex
46:53 Perpetuals for FX: UpDown.xyz
49:37 Open Finance vs. Governments and the Battle for the Payments Stack
59:13 Why Celo Chose Ethereum L2 Over an L1 Path
1:06:02 Self.xyz and Proof of Personhood
1:14:06 Putting It All Together: Celo’s Endgame---
RESOURCESMarek Olszewski
https://x.com/marek_Celo
https://celo.org/---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Iran Unchained: How the Islamic Republic Holds Power and Why Protests Keep Returning | Sana Ebrahimi & Ameen Soleimani
27 januari 2026 · 1 uur 35 min
Iran is a real-world stress test of freedom: the Islamic Republic is built to outlast dissent. In this special Iran Unchained episode, David talks with Sana Ebrahimi and Amin Soleimani about the regime’s control stack, including unelected theocracy, street-level coercion, corruption as governance, and propaganda that reaches far beyond Iran’s borders.
They unpack gender apartheid, internet blackouts during uprisings, why protests keep returning, and what the West gets wrong about “intervention” and regional stability. Lees meer---
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https://bankless.cc/ico-watch---
TIMESTAMPS0:00 Intro
1:21 “How does it feel to be Iranian right now?”
3:39 Sana’s background: Tehran → U.S., and a life shaped by protests
4:38 What is the Iranian regime and what does it want?
9:51 What an Ayatollah is and how that status concentrates power
16:46 Promises vs reality: revolutionary slogans, economic collapse, and control loops
24:15 1979’s alliance, the Marxists, and the purge that followed
34:53 Repression as a system: arrests, torture, and fear as governance
39:15 “Let this land burn”: why the regime doesn’t step down
41:23 Gender apartheid, Mahsa Amini and the spark that keeps reigniting protests
51:58 Protest math: why people still return to the streets
55:18 The internet blackout playbook
1:02:52 “Regime apologists” abroad: media, think tanks, and narrative capture
1:07:17 Why the West gets confused: Palestine politics and cognitive dissonance
1:17:56 Western intervention: “Not Iraq, not Afghanistan”
1:28:57 The diaspora, brain drain, and what a free Iran could unlock
1… -
Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' | Zooko Wilcox-O'Hearn
26 januari 2026 · 1 uur 35 min
Zcash founder Zooko Wilcox joins Bankless to argue that privacy is back on the critical path—because AI turns chain surveillance into pattern-recognition at scale—and that the real bottleneck for cypherpunk tools has always been UX and onboarding. Lees meer
We dig into Zcash’s “encrypted Bitcoin” meme, the dev fund’s evolving design (and why it helped Zcash survive), recent ZEC momentum, and the wallet/intents stack that makes private spending actually usable.
Plus: why “value at rest” beats “value in flight,” what it would take for Ethereum to get meaningful privacy, and the debate over strengthening the 21M cap (and whether Zcash should add new security mechanisms without losing the meme).
------
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------
TIMESTAMPS
0:00 Intro
0:46 What Failed
3:58 What Succeeded
5:04 Institutional Adoption
6:53 Areas Neglected
10:51 The Cypherpunk Vision
18:53 Can The Cypherpunks Win?
23:19 Crypto’s Path to Success
27:44 Crypto vs Linux
30:39 AI Cypherpunks?
33:05 Optimism
35:49 AI Surveillance
37:10 Zcash
43:02 Zcash Dev Fund
51:45 Zashi Governance Drama
56:32 Zcash Privacy Practices
1:15:56 AI Privacy Consequences
1:22:31 Is Zec a Store of Value
1:26:01 Encrypted Bitcoin?
1:29:01 Ethereum Privacy & Anoma
1:33:14 Closing & Disclaimers
------
RESOURCESZooko
https://x.com/zooko
Zcash
https://z.cash/
Zashi
https://z.cash/ecosystem/zashi-wallet/
Anoma
https://anoma.net/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Trump Eyes Greenland | Davos Goes Crypto | NYSE Goes Onchain | Quantum Spooks Bitcoin | Farcaster + Lens Acquired
23 januari 2026 · 1 uur 2 min
Markets slide this week as Trump floats taking Greenland and tariff threats resurface, pushing investors toward gold. Ryan and David break down what Davos revealed about a shifting world order, why crypto finally had a real seat at the table, and the moments from Brian Armstrong and Larry Fink that framed Crypto versus Central Banks. Plus: the NYSE unveils a tokenized trading platform and whether it validates or co-opts DeFi, Farcaster and Lens are acquired as on-chain social hits a crossroads, and a Jefferies strategist drops Bitcoin over quantum fears. Finally, an update on the Clarity Act delay and the race for the next Fed chair. Lees meer
---
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---
TIMESTAMPS & RESOURCES
0:00 Intro
2:31 Why are markets down
https://x.com/KobeissiLetter/status/2013591373006676322
https://x.com/FoxNews/status/2013603538513863126
https://edition.cnn.com/2026/01/14/politics/greenland-trump-nato-denmark
https://x.com/CBSNews/status/2013983374549946581
https://x.com/KobeissiLetter/status/2014089644288196691
https://polymarket.com/event/will-trump-acquire-greenland-before-2027
https://polymarket.com/event/will-the-us-acquire-any-part-of-greenland-in-2026
https://x.com/fejau_inc/status/2013610390698041805
https://x.com/thestalwart/status/2013580367123423518
https://x.com/Strategy/status/2013598056000725476
15:12 Davos power shifts
https://x.com/CommerceGov/status/2013638111977222213
https://x.com/KanwalSibal/status/2013863207962845315
https://x.com/alreadydawn/status/2011855946298032188
https://x.com/WatcherGuru/status…
-
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala
19 januari 2026 · 1 uur 3 min
Crypto in 2026 is consolidating into a handful of high-stakes rivalries: Lees meer
Ethereum vs. Solana for the center of gravity, Coinbase vs. Robinhood for the finance super-app, and Polymarket vs. Kalshi for prediction markets.
Arnav Pagidyala (Bankless Ventures) joins David and Ryan to map the investment implications, why incentives-driven L1s keep leaking liquidity, what makes Morpho’s institutional playbook work, and whether Hyperliquid, wallets, and onchain rails start eating the exchange business.
We also dig into the comeback of ICOs, what it would take for tokens to become truly investable, and why proof-of-personhood and privacy-preserving KYC may become unavoidable infrastructure.
------
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------
TIMESTAMPS
0:00 Intro
1:12 Ethereum & Solana
7:33 Why Solana is Winning
9:27 L1 Valuations
13:13 Coinbase & Robinhood
17:16 Base Contentcoins
20:32 Kalshi & Polymarket
23:19 Prediction Market Tokens
24:45 Store of Value Duopoly
27:21 Tokens in 2026
29:41 Tokens & Equity Alignment
31:01 MetaDAO
32:42 ICOs
34:44 Morpho
39:17 Morpho & Aave
40:41 Perp Exchanges
44:28 Proof of Personhood
48:42 Fat Wallet Thesis
51:45 X & Crypto
53:27 AI & Vibecoding
55:28 Is Crypto Dead?
57:18 Capital Stack Moving Onchain
59:10 What About TradFi?
1:02:15 Closing & Disclaimers
------
RESOURCESArnav Pagidyala
https://x.com/0xArnav
Bankless Ventures
https://x.com/banklessvc
Investing Trends for 2026
https://www.youtube.com/watch?v=Poes3EpAR5c
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Clarity Bill Stalls | Powell vs. Trump | NYC Meme Rug | Silver Explodes | X Adds Crypto
16 januari 2026 · 1 uur 7 min
Washington takes center stage this week as crypto collides with power, policy, and markets. Ryan and David break down the CLARITY Act fight in the Senate, why banks want to kill stablecoin yield, and why Coinbase says the bill may be worse than no bill at all. They also unpack Trump’s DOJ targeting Jerome Powell and what it means for Fed independence, silver’s explosive move as markets search for safety, X’s push toward becoming a crypto super app, and the NYC mayor’s meme coin disaster. Plus: Tom Lee’s surprising MrBeast investment and what it signals about capital, culture, and crypto’s next phase. Lees meer
---
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---
TIMESTAMPS & RESOURCES
0:00 Intro
2:25 DOJ opened an investigation into Jerome Powell
https://x.com/federalreserve/status/2010510130970849338
https://x.com/federalreserve/status/2010510130970849338
https://x.com/LynAldenContact/status/2010526966953202125
https://www.reuters.com/legal/government/powell-probe-highlights-trump-doj-role-white-house-enforcer-2026-01-14/
https://polymarket.com/event/jerome-powell-out-as-fed-chair-by
10:44 Markets
https://x.com/JesseCohenInv/status/2011311082896572766
https://www.coinnews.net/2025/01/09/american-silver-eagle-series-welcomes-2025-w-proof-edition/
https://www.google.com/finance/beta/quote/GLD:NYSEARCA
https://x.com/echodatruth/status/2010568502474571870
https://www.cnbc.com/2026/01/13/cpi-inflation-report-december-2026.html
https://polymarket.com/dashboards/fed-rates
20:52 Most important Legislation for crypto…ever?
https://x.com/Cointelegraph/status/…
-
Playing the Right Games: Why Scores Quietly Replace Meaning | C. Thi Nguyen
13 januari 2026 · 1 uur 23 min
What if the biggest threat to your freedom isn’t a bad decision - but a scoreboard you never agreed to? Philosopher C. Thi Nguyen joins Bankless to unpack how modern life quietly turns values into points: likes, GPAs, net worth, rankings, and performance metrics that feel objective - but often flatten what matters most. We explore what games really are, why “gamified” platforms like social media can be uniquely corrosive, and how “value capture” pulls you from meaning into measurable proxies. Then we get practical: playfulness, reflective control, and “value federalism” as ways to use metrics without letting them use you. Lees meer
---
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https://bankless.cc/ico-watch---
TIMESTAMPS0:00 Intro
0:58 “Is this the game you really want to be playing?”
5:45 What counts as a game (Bernard Suits’ definition)
11:38 Bankless “serious games” and the cheating test
16:29 Social media as “game-ish,” not truly a game
21:28 The magic circle and why points get dangerous
24:08 Rotten Tomatoes vs. forming your own taste
33:27 Portability: why metrics flatten nuance
38:15 Value capture: when your values get outsourced
45:52 Plato’s cave: “metrics are the new shadows”
54:12 The outsourcing dilemma: we can’t know everything
1:01:47 Playfulness as an antidote to metric hypnosis
1:12:55 Switching rule-sets: D&D, indie games, and redesigning incentives
1:16:22 Reflective control: using metrics without being used
1:20:21 Two endings: cynicism, hope, and the tradeoff of scale
1:23:38 Value federalism + why "Civilization" makes Thi miserable---
RESOURCESC. Thi Nguyen
https://x.com/add_hawkC. Thi Nguyen’s “The Score” Book
https://www.penguin.… -
Is Canton a Real Blockchain? | Canton Founder Yuval Rooz
12 januari 2026 · 1 uur 31 min
Is Canton a real blockchain or a new kind of capital-markets operating system? Lees meer
Digital Asset co-founder Yuval Rooz explains why Canton prioritizes privacy as “need-to-know” information sharing and a federated “cantons” design that still allows atomic cross-canton transactions without bridges.
We unpack the two-tier architecture (edge validators + super validators that stitch cantons together and validate the public Canton Coin) and what that means for governance in regulated finance.
Plus: DTCC’s tokenization pilot starting with U.S. Treasuries, and why CC fees are USD-denominated with a burn/mint mechanism designed to track real network utility.
------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-is-canton-even-a-real-blockchain
------
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------
TIMESTAMPS
0:00 Intro
0:57 Canton Origin
8:02 Vitalik’s Post
14:15 Canton Philosophy
24:19 Canton Architecture vs Competitors
34:27 RWA Property Rights Debate
38:17 Canto Super-Validators
50:39 Canton Critiques
56:56 Decentralized vs Open Finance
1:02:16 Are Decentralized RWAs Possible?
1:07:04 Is Canton a Real Blockchain?
1:14:20 Canton Metrics
1:22:17 DTCC Relationship
1:25:27 Canton Token
1:30:43 Ethereum vs Canton in 2030
1:31:55 Closing & Disclaimers
------
RESOURCESYuval Rooz
https://x.com/YuvalRooz
Canton
https://www.canton.network/
Omid Malekan vs Austin Campbell Professor Debate
https://www.youtube.com/watch?v=m-h-PeUOvDw
RWA Analytics
https://app.rwa.xyz/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Prediction Market Bill | Solana DEX ATH | ETH Stablecoins ATH | Zcash Implodes | Vitalik “Trilemma Solved”
9 januari 2026 · 52 min
Prediction markets are turning into real-time intelligence, and policymakers are already reacting. In this week’s Weekly Rollup, Ryan and David unpack the Venezuela “Maduro” trade, the debate over fairness vs. public signal, and Polymarket’s expansion into real estate markets. They also cover Bitcoin’s lowest-vol year ever, Solana’s DEX surge, Ethereum’s stablecoin settlement ATH, Morgan Stanley’s crypto ETF filings, Zcash’s governance blowup, Lighter’s massive $LIT airdrop, Vitalik’s “trilemma solved” claim, Wyoming’s state stablecoin, and Strategy’s path toward major indices. Lees meer
---
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https://bankless.cc/the-defi-report
💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch
---
TIMESTAMPS & RESOURCES
0:00 Intro
2:49 Markets
https://www.linkedin.com/pulse/2025-ray-dalio-kaf8e/
https://x.com/dampedspring/status/2008568524046991733
https://www.coinglass.com/pro/i/bl
https://www.dlnews.com/articles/regulation/bitcoin-least-volatile-year/
https://x.com/NTmoney/status/2007111582317215767
https://x.com/KobeissiLetter/status/2007167084980044071
https://x.com/smyyguy/status/2009282261384888407
https://x.com/Cointelegraph/status/2007980573365502161
https://x.com/ericbalchunas/status/2008527564550156315
https://x.com/WatcherGuru/status/2008926447205843202
https://x.com/Matt_Hougan/status/2008542347425149247
14:03 Did Polymarket reveal the Venezuela invasion hours prior the announcement?
https://www.war.gov/News/News-Stories/Article/Article/4370431/trump-announces-us-militarys-capture-of-maduro/
https://x.com/JoePompliano/status/2007455311351718118
https://x.com/0xKelle/status/2008099287851561262
https://x.com/JakeSherman/status/2007497192974459372
https:…
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How the Stablecoin Milkshake will Redollarize the World | Brent Johnson
5 januari 2026 · 56 min
Brent Johnson returns to Bankless to update the Dollar Milkshake Theory and explain why the de-dollarization narrative misses the bigger trend. He argues markets may want out of the dollar, but the Eurodollar system keeps pulling demand back in, and “dollar down” headlines do not break the framework. Brent also covers how debt stress can spill into political instability, why stablecoins and the GENIUS Act could accelerate re-dollarization, and what this means for monetary sovereignty. We close with China’s counter-strategy and how Brent thinks about positioning from here. Lees meer
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https://bankless.cc/the-defi-report💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch---
TIMESTAMPS0:00 Intro
1:20 De-Dollarizing vs Re-Dollarizing: Milkshake Recap
4:18 What a Sovereign Debt Crisis Actually Means
5:45 Central Banks as “Professional Can-Kickers”
8:56 Can They Slowly Let the Air Out?
11:03 Can AI Productivity Save the System?
13:06 2025 Setup: The Narrative for Dedollarization
18:06 BRICS: Conference Talk vs Structural Reality
23:37 Store of Value vs Medium of Exchange
34:24 “Crisis = Dollar Up” (and the April Exception)
39:06 Stablecoin Redollarization and the GENIUS Act
47:20 Monetary Sovereignty, Faster Bank Runs, Faster Dollarization
52:34 China’s Response: Two Currency Stacks
54:21 Positioning as an Investor---
RESOURCESBrent Johnson
https://x.com/SantiagoAuFundThe Dollar Milkshake Theory
https://research.santiagocapital.com/p/the-dollar-milkshake---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Silver Parabolic | Aave Civil War | Uniswap Unifies | New CFTC Chair | Bitcoin vs. Quantum
2 januari 2026 · 1 uur 4 min
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. Lees meer
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BANKLESS SPONSOR TOOLS:
👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/the-defi-report
💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch
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TIMESTAMPS & RESOURCES
0:00 Intro
1:25 2025 & 2026
6:47 Markets
https://finance.yahoo.com/news/silver-10x-d-p-500-145100823.html
https://x.com/KobeissiLetter/status/2003514479649390697
https://x.com/WatcherGuru/status/2003611075116433413
https://x.com/WatcherGuru/status/2003573927407440012
https://x.com/PeterSchiff/status/2004364997401760040
https://x.com/matthew_sigel/status/2006002866507690243
https://x.com/Cointelegraph/status/2006078375924793591
https://x.com/Mrcryptoxwhale/status/2005388225482031317
16:50 Is Aave in a civil war?
https://x.com/obsrvgmi/status/2003089533995471074
https://x.com/aave/status/1996591393817473247
https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530
https://governance.aave.com/t/arfc-aave-token-alignment-phase-1-ownership/23616
https://x.com/StaniKulechov/status/2002933974969315561
https://snapshot.org/#/s:aavedao.eth/proposal/0xbc606159ddeae0184c2086055637d3f357351ec0adc4c9f4150751bc41918eba
https://x.com/Marczeller/status/2004494332359741859
https://x.com/StaniKulechov/status/2004503414705643866
https://www.coingecko.com/en/coins/aave
29:55 Uniswap UNIfication
https://x.com/haydenzadams/status/2005306028506923234
https://vote.uniswapfoundation.org/proposals/93
41:36 Michael Selig is the new CFTC Chairman
https://x.com/cointelegraph/status/2001834127696249077
https://x.com/MichaelSelig/status/…
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27 Crypto Predictions for 2026 | Mike Ippolito
31 december 2025 · 1 uur 12 min
David Hoffman sits down with Mike Ippolito to unpack why 2025 felt brutal despite new all-time highs and why that tension matters for 2026. They argue crypto is entering its “2002 internet” phase, where speculation fades, fundamentals matter, and consolidation accelerates. The conversation covers why Ethereum may see a renaissance, why Bitcoin sentiment could struggle, how prediction markets and equity perps actually play out, and what builders and investors should focus on as crypto matures from hype into real value creation. Lees meer
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https://bankless.cc/spotify-premiumMike Ippolito
https://x.com/MikeIppolito_
https://x.com/MikeIppolito_/status/1870938934337020106
https://blockworks.co/podcast/bellcurve
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🛞MANTLE | GLOBAL HACKATHON 2025
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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TIMESTAMPS
0:00 Intro
0:41 Evaluating 2025: The Best Worst Year
7:19 Looking Ahead to 2026
15:40 Investor Relations in Crypto
24:29 Evolving Revenue Discussions
27:44 The Future of DATS
30:06 VC Investment Trends
35:13 Prediction Markets: Incumbents Win
39:52 The Ethereum Renaissance
45:42 The Quantum Threat to Bitcoin
55:06 Consolidation in Blockchain Infrastructure
1:05:07 Corporate Chains: Hot Starts, Cold Ends
1:10:43 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI | Ben Lakoff & Arnav from Bankless Ventures
29 december 2025 · 1 uur 16 min
Ben Lakoff and Arnav Pagidyala from Bankless Ventures lay out how they’re thinking about crypto investing heading into 2026. Lees meer
The conversation spans four persistent pillars of every cycle: DeFi, tokenization, capital formation, and speculation and how each is evolving as crypto matures.
Topics include the next wave of on-chain lending, equity perps, DeFi neobanks, verticalized tokenization platforms, compliant ICOs, prediction and opinion markets, and where AI agents may reshape crypto-native finance.
A candid look at what’s investable now, what’s changing, and how Bankless Ventures is underwriting the next cycle.
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🔵COINBASE | ETH & BTC BACKED LOANS
https://bankless.cc/coinbase-borrow
🪙FRAXNET | MINT, REDEEM, & EARN
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
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TIMESTAMPS
0:00 Intro
11:59 DeFi
36:20 Tokenization
50:25 Capital Formation
1:00:44 Speculation Markets
1:09:58 AI
1:13:26 Founders & Teams
1:15:31 Closing & Disclaimers
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RESOURCESBen Lakoff
https://x.com/benlakoff
Arnav
https://x.com/0xArnav
Bankless Ventures
https://x.com/banklessvc
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures