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12 Big Crypto Predictions for 2026 | Ryan & David
24 december 2025 · 1 uur 11 min
Ryan and David skip a quiet holiday weekly rollup and instead break down the biggest 2026 crypto forecasts from Bitwise, Coinbase, Galaxy, Grayscale, CoinShares, Fidelity, a16z, and Pantera. They lay out the clearest consensus, stablecoins as real payment rails, tokenization scaling beyond pilots, and ETFs expanding institutional access, then hit the big debates around regulation, prediction markets, token value capture, and the growing quantum question for Bitcoin. Lees meer
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📣M0 | THE UNIVERSAL STABLECOIN PLATFORMhttps://bankless.cc/m0
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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
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TIMESTAMPS
0:00 Intro
2:14 Predictions for Stablecoins
6:42 Tokenization Trends
11:27 ETF Explosion
11:45 Market Structure Legislation
14:06 Prediction Markets Rise
15:20 Quantum Concerns
20:29 Broad Themes Emerge
24:11 Hybrid Finance Concept
28:02 Privacy in Crypto
33:27 DEX Transition Predictions
35:09 Tokenomics Evolution
39:43 Controversies in Predictions
42:58 Market Cycles & Macro Trends
48:12 Year-End Reflections on Ethereum
1:01:08 Bitcoin's Performance Overview
1:10:03 Future Visions for Crypto
1:10:40 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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Where is Crypto Going in 2026? | Ben Cowen
23 december 2025 · 1 uur 7 min
Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may not arrive, and the narrow scenarios where Ethereum could still make a fleeting run at new highs. From Fed policy and labor markets to AI stealing investor attention, this episode maps the competing paths ahead and what patient investors should be watching next. Lees meer
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📣INTO THE CRYPTOVERSE | GET 10% OFFhttps://intothecryptoverse.com/ref/bankless/
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BANKLESS SPONSOR TOOLS:
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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
0:49 Bitcoin's Cycle & its Implications
2:18 Ethereum's Performance & Expectations
8:58 Future Predictions for Ethereum
10:39 Comparing Ethereum to Tesla
12:32 The State of the Altcoin Market
18:26 Disappointment & Hope for ETH Holders
20:23 Macro Factors Affecting Crypto
24:37 Why No Euphoria This Cycle?
32:56 The Shift of Investor Attention
37:56 The Future of Crypto Cycles
44:16 The Need for Utility in Crypto
56:14 Gold vs. Bitcoin: A Comparison
59:45 Bitcoin's Unique Position in the Market
1:02:31 Patience and Strategy for Crypto Investors
1:06:01 Closing & Disclaimers
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RESOURCES
Ben Cowen
https://x.com/intocryptoverse
Ben’s Channel
https://www.youtube.com/@intothecryptoverse
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Is the Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto with Joey Krug, Founders Fund Partner
22 december 2025 · 1 uur 24 min
Joey Krug (Founders Fund partner, former Pantera co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture. Lees meer
We dig into prediction markets’ breakout (and why Polymarket finally found product-market fit), the coming regulatory fights around market structure and “insider” edges, and what’s next for founders building in a post-cypherpunk, distribution-first phase of crypto.
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
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🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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TIMESTAMPS
0:00 Intro
5:45 Is Crypto-Native Dead?
16:37 Lessons From Augur
20:29 Prediction Market’s Success
25:24 Just Gambling?
27:50 Prediction Market Regulation
41:03 Founders Fund Polymarket Bet
44:37 FBI Raid
46:47 Founders Fund Crypto Investment Thesis
53:46 DATs
57:02 Layer1 Valuation
1:00:40 ETH Valuation
1:04:32 What Would Joey Build Today?
1:06:13 Crypto x AI
1:10:09 Frontier Tech x Crypto
1:14:26 4-Year Cycles
1:16:16 Less Upside in Crypto Now?
1:19:37 Crypto Privacy
1:20:41 Last & Next Decade
1:23:05 Closing & Disclaimers
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RESOURCESJoey Krug
https://x.com/joeykrug
Augur
https://augur.net/
Founders Fund
https://foundersfund.com/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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ROLLUP: Coinbase Ships | JPMorgan Onchain | Solana Firedancer | Aave Civil War | DTCC Tokenizes
19 december 2025 · 1 uur 4 min
Crypto prices are down, but the most important players are still building. In this week’s Weekly Rollup, Ryan and David break down Coinbase’s push to become a financial super app, JPMorgan’s first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots. Lees meer
They also unpack Solana’s Firedancer finally going live, the growing fight over tokenholder rights at Aave and what Uniswap’s unification proposal gets right, and why tokenization and prediction markets are advancing faster than prices suggest.
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📣M0 | THE UNIVERSAL STABLECOIN PLATFORMhttps://bankless.cc/m0
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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
---
TIMESTAMPS & RESOURCES
0:00 Intro
2:14 Markets
https://www.google.com/finance/beta/quote/BTC-USD?hl=en&window=1Y&comparison=SOL-USD%2CETH-USD&type=line
https://www.coindesk.com/markets/2025/12/12/barclays-sees-down-year-for-crypto-in-2026-without-big-catalysts
https://www.nbcnews.com/business/economy/cpi-november-inflation-rate-rcna249847
https://x.com/0xNonceSense/status/2000561186497233247
https://x.com/leshka_eth/status/2000738467953967362
12:38 Bankless Announcements
https://x.com/Bankless/status/2001694903084937469
https://www.bankless.com/ico-watch/
https://x.com/JustDeauIt/status/2001380424329892009
20:12 Coinbase System Update
https://x.com/i/broadcasts/1BRJjgWpwwpxw
https://www.coinbase.com/ccm
https://dune.com/entropy_advisors/robinhood-stock-tokens
https://www.coinbase.com/prediction-markets
https://app.morpho.org/base/borrow
https://swap.cow.fi/#/1/swap/0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48/GOOGLON
37:50 Aave Drama, v4 &…
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Why Gen Z Will Turn Everything Into a Market | Threadguy
18 december 2025 · 1 uur 4 min
Trading is no longer just a financial activity; it has become a spectator sport. In this episode, Threadguy explains how Gen Z’s internet-native fluency, built through sneaker markets, NFTs, and meme cycles, translates into a new kind of market intuition: attention, momentum, and mimetics. We delve into “Entertainment Finance,” where perps, prediction markets, and live trading are starting to resemble streaming and esports more closely than Wall Street. Along the way, we explore why “internet capital markets” may pull everything on-chain over time, what happens when every asset becomes content, and why creators and traders will keep pushing into the open frontier. Lees meer
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https://bankless.cc/uniswap-cca🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep---
TIMESTAMPS0:00 Threadguy: “Gen Z crypto face”
2:58 Sneaker Twitter: trade-first upbringing
8:03 Onboarding via social proof
13:08 Two Gen Z money paths
16:53 Crypto as opportunity engine
20:38 Why he won’t leave crypto
23:35 Media growth and infinite TAM
29:31 Entertainment finance: markets as content
37:28 Risk takers become “athletes”
42:27 PVP arcs and downfall appetite
44:25 Trading mimetics: valuation doesn’t matter
49:53 One internet note, spills to equities
55:15 Counterparty: home for internet markets
58:40 Token launch replaces IPO
1:02:38 Where to follow + content grind---
RESOURCESThreadguy
https://x.com/notthreadguyThreadguy’s Twitch
https://www.twitch.tv/threadguy---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The DeFi Report Podcast | Was the Fed Rate Cut a False Signal for Crypto?
17 december 2025 · 34 min
The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin’s onchain market structure suggests about where this cycle could go next. Lees meer
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📣THE DEFI REPORT | FOLLOW & SUBSCRIBE
https://thedefireport.transistor.fm/
https://thedefireport.io/
https://x.com/the_defi_report
https://x.com/JustDeauIt----
TIMESTAMPS0:00 Introduction to the DeFi Report
2:28 Current Market Positioning
9:25 Federal Reserve's Actions Explained
13:13 Economic Conditions & Predictions
18:35 Big Picture of Economic Strategy
23:17 Analyzing Bitcoin's Market Structure
29:57 Closing & Future Outlook----
Not financial or tax advice. For educational purposes only. -
10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise
16 december 2025 · 1 uur 15 min
Bitwise’s Matt Hougan and Ryan Rasmussen return with 10 big predictions for 2026. Lees meer
From the case for $1M BTC (and why the classic four-year cycle may be dead) to a world where ETFs soak up more than 100% of new BTC/ETH/SOL supply.
We get into Bitcoin volatility vs. mega-cap tech, crypto equities vs. tech equities, and why Polymarket could smash past its 2024 election-era highs.
Plus: stablecoins as an “escape valve” that emerging economies may blame for currency stress, on-chain also known as “ETFs 2.0,” and how the Clarity Act could be the starter’s gun for ETH and SOL to run.
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📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium
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BANKLESS SPONSOR TOOLS:
🔵COINBASE | ETH & BTC BACKED LOANS
https://bankless.cc/coinbase-borrow🪙FRAXNET | MINT, REDEEM, & EARN
https://bankless.cc/fraxnet🦄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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
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TIMESTAMPS
0:00 Last Year Predictions
13:12 1. Bitcoin Breaks 4-Year Cycle
16:19 2. BTC Less Volatile Than NVDA
22:09 3. ETFs Purchasing New Supply of Crypto
30:02 4. Crypto Equities Outperforming Equities
37:23 5. Prediction Markets All-Time Highs
42:50 6. Stablecons Destabilizing Currencies
48:16 7. Onchain Vaults Doubling in AUM
52:56 8. Clarity Act Triggering ETH & Sol All-Time Highs
56:40 9. Ivy League Endowments Investing in Crypto
58:49 10. 100+ Crypto ETPs Launching
1:01:14 Bitwise Announcement
1:04:08 Bonus. Bitcoin Equity Correlation Falling
1:07:29 Progress in 2025
1:10:48 Cross-Generational Wealth Transfer?
1:13:02 Closing Thoughts & Disclaimers
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RESOURCESMatt Hougan
https://x.com/Matt_Hougan
Ryan Rasmussen
https://x.com/RasterlyRock
Bitwise
https://bitwiseinvestments.com/
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Not financial or tax advice. Se…
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Is Privacy A Winnable Battle? | Andy Yen, Founder of Proton
15 december 2025 · 1 uur 46 min
AI is becoming the most powerful surveillance machine ever built and most people are feeding it their deepest secrets without realizing who can read them. Proton founder Andy Yen joins Bankless to explain how Big Tech captures your identity, why AI chat logs are a privacy disaster waiting to happen, and what a self-sovereign, user-aligned future could look like.
We explore how AI models profile you, why subscription business models don’t guarantee privacy, how Proton built Lumo without retaining user data, and why encrypted email remains the cornerstone of your digital identity. Andy also breaks down EU “chat control,” Apple’s privacy-washing, the crisis of trust in crypto, and the practical steps anyone can take today to reclaim their digital freedom. Lees meer---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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https://bankless.cc/fraxnet🦄UNISWAP LABS | SWAP NOW
https://bankless.cc/uniswap-labs🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep---
TIMESTAMPS0:00 Intro
2:18 Why Privacy Matters More Than Ever
3:24 How Screwed Are We? Andy’s 1–10 Privacy Score
5:43 Who Can Read Your AI Chats?
12:22 Worst-Case Scenarios: AI Breaches & Behavioral Profiles
15:08 AI Knows You Better Than You Know Yourself
16:55 Privacy as a Digital Civil Liberty
20:26 Can Big Tech Ever Offer Real Privacy?
26:28 Why Lumo AI Can Be Private (and Big Tech Won’t Copy It)
31:08 What Lumo Runs On & How It Competes With Frontier Models
35:45 The Case for a Self-Sovereign AI
38:46 How Proton’s Foundation Model Really Works
45:47 Can Private AI Be Sustainable?
49:47 The Full Proton Privacy Stack
54:59 The Messy State of Encrypted Chat Apps
58:49 Browsers, Search, and the Dark Patterns of AI Integration
1:02:53 Are iPhones Actually Private?
1:12:42 … -
ROLLUP: Rate Cuts! | ZK Breakthroughs | Farcaster’s Pivot | SEC Onchain | NYT’s Stablecoin FUD
12 december 2025 · 1 uur 10 min
The final Fed meeting of 2025 delivered a surprise rate cut, but the real story is how the market is reacting. In this week’s Weekly Rollup, Ryan and David unpack what the new policy shift means for crypto liquidity, why regulators across the SEC, CFTC, and OCC are suddenly embracing onchain markets, and how Tom Lee’s massive ETH accumulation is reshaping sentiment. Lees meer
We also get into Ethereum’s growing momentum from ZK advancements and blob upgrades, the ZKsync Atlas rollout, Base’s bridge drama with Solana, and Farcaster’s pivot away from social. Plus, the rise of tokenization, new prediction market rails, and whether this week marks the first real cycle turn for Ethereum.
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📣REYA | ETHEREUM FOR TRADERShttps://bankless.cc/reya
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🦄UNISWAP LABS | SWAP NOW
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🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
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TIMESTAMPS & RESOURCES
0:00 Intro
5:01 Markets
https://x.com/EricBalchunas/status/1998424357232922883
https://www.theblock.co/post/381737/bitmine-13-2-billion-holdings-eth-treasury-expands-november-slowdown
https://x.com/RyanWatkins_/status/1998529576331522334
https://x.com/MikeIppolito_/status/1998495400869900626
https://www.cnbc.com/2025/12/10/fed-interest-rate-decision-december-2025-.html
https://x.com/jameslavish/status/1998835306800505140
https://x.com/KobeissiLetter/status/1998407015756964343
https://x.com/JustDeauIt/status/1998905919577452765
24:52 Farcaster is pivoting to a wallet
https://farcaster.xyz/dwr/0xd29fe760
https://x.com/DefiIgnas/status/1997915182073626802
https://x.com/eth_call/status/1998406182092906534
http://x.com/nic_carter/status/1998813611997745386
https://x.com/TrustlessState/status/1999134280757235767
37:11 ZK … early st…
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The Return of the ICO | Ryan & David
10 december 2025 · 1 uur 9 min
ICOs are suddenly back, but this time the projects are real, the mechanisms are better, and retail isn’t shut out. Ryan and David break down why MegaEth, Monad, Aztec, Zama, and Infinex are launching public sales all at once, how onchain auctions are fixing 2017’s mistakes, and what regulatory clarity means for U.S. participation. Lees meer
They also dive into the rise of internet native capital markets on Ethereum, the shift away from airdrop farming, and why fair price discovery could be a defining theme of 2026.
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🔵COINBASE | ETH & BTC BACKED LOANS
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🪙FRAXNET | MINT, REDEEM, & EARN
https://bankless.cc/fraxnet
🦄UNISWAP LABS | SWAP NOW
https://bankless.cc/uniswap-labs
🛞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
0:13 Are ICOs Back?
2:54 The Rise of Capital Formation
5:04 Learning from 2017 ICO Mania
7:19 Regulatory Challenges & Arbitrage
10:56 Recent ICOs Overview
17:01 Exploring the MegaEth Sale
26:21 Monad's Unique Approach
30:40 The Innovative Aztec ICO
45:19 Upcoming Auctions: Zama & Infinex
1:04:41 The Future of Capital Formation
1:07:46 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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Inside Gary Gensler’s SEC: A Conversation with Former Crypto Policy Advisor Corey Frayer
8 december 2025 · 1 uur 52 min
What was really happening inside the SEC during the Gensler years? Lees meer
Today, we sat down with Corey Frayer, former senior crypto policy advisor to SEC Chair Gary Gensler and now Director of Investor Protection at the Consumer Federation of America.
We dig into how the agency thought about securities law, DeFi, Uniswap, stablecoins, SAB 121, and why platforms like Coinbase and Kraken ended up in the crosshairs.
Corey defends the Gensler playbook while responding to the industry’s harshest criticisms, from “regulation by enforcement” to claims of a political war on crypto.
Corey Frayer:
https://www.linkedin.com/in/corey-frayer-990a6b2------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODEhttps://www.bankless.com/podcast/debrief-inside-gary-genslers-sec
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🔵COINBASE | ETH & BTC BACKED LOANS
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https://bankless.cc/uniswap-labs🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep------
TIMESTAMPS
0:00 Intro
4:58 Crypto Industry Misconceptions7:59 Corey’s Role & Background
14:20 How it All Started
24:16 No Path to Register?
31:26 Technology vs Economic Activity
38:22 Protecting Investors
41:07 DeFi Regulation
44:53 Uniswap’s Wells Notice
57:00 Fake DeFi vs True DeFi
1:03:41 Google Analogy
1:08:35 The Howey Test
1:16:53 SEC: Good or Evil?
1:26:52 GENIUS Bill
1:29:10 SAB 121
1:33:01 Crypto & SEC Political Impact
1:36:02 Paul Atkin’s SEC
1:38:15 What Would Corey Change?
1:41:23 Gary’s Text Messages
1:43:10 Is ETH a Security?
1:44:39 Gary Gensler’s Radio Silence
1:47:37 Gary’s Twitter April Fools PFP
1:50:44 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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Crypto’s Agentic Future: AI, ZK & Money Networks | Lincoln, Shea, Michael, & Luca
6 december 2025 · 1 uur 28 min
At our Bankless Summit in Buenos Aires, four standout talks captured the frontier of crypto’s next chapter. Lincoln Murr lays out why x402 is emerging as the missing payment layer for the agentic internet. Shay Ketsdever explains how bots already run modern markets, and how programmable auctions and privacy can turn the bot economy into something that benefits people instead of exploits them. Michael Dong shows how real-time ZK proving unlocks a hundred-fold expansion of Ethereum’s computational power. And Luca Prosperi reframes money as a network, warning that today’s stablecoin architecture is a single point of failure and arguing for a more resilient, distributed monetary system. Lees meer
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📣BANKLESS SUMMIT 2025 | SPONSORED BY M0
https://bankless.cc/m0------
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🦄UNISWAP LABS | SWAP NOW
https://bankless.cc/uniswap-labs
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
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TIMESTAMPS & RESOURCES
0:00 Intro
4:26 x402 & The Agentic Internet | Lincoln Murr
22:58 The Bot Economy: When AI & MEV Collide | Shea Ketsdever
47:16 1000x the L1: The Path To Infinite Compute | Michael Dong
1:09:25 A Network Theory of Money | Luca Prosperi
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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ROLLUP: Buy Signal? | Fusaka Launch | Polymarket Mainstream | Trump’s Fed Chair | SEC Crypto Shift
5 december 2025 · 1 uur
Bitcoin hit a rare signal this week, dropping to its cheapest level relative to gold in nearly 15 years. Is that a buy signal or something deeper in the macro picture? Ryan and David break down what the BTC–gold anomaly really means, how liquidity, rates, and Trump’s surprise Fed Chair pick factor in, and whether the market is entering a shallow cycle instead of a true winter. Lees meer
We also cover Ethereum’s Fusaka upgrade, Vitalik’s push to bring builders back to L1, Polymarket’s mainstream breakout and CNN–Kalshi deal, and Aztec’s 16K ETH privacy auction. Plus, the SEC’s coming innovation exemption and the growing alliance between Larry Fink and Brian Armstrong.
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📣REYA | ETHEREUM FOR TRADERShttps://bankless.cc/reya
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | GLOBAL HACKATHON 2025
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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TIMESTAMPS & RESOURCES
0:00 Intro
4:09 Spotify Wrapped
https://x.com/AviiWeb3/status/1996326825736487062
https://x.com/RyanSAdams/status/1996331131164373441
7:17 Markets
https://x.com/stacy_muur/status/1995761132527911338
https://www.coindesk.com/markets/2025/11/29/why-gold-is-winning-over-bitcoin-in-2025-liquidity-trade-and-trust
https://x.com/simonkim_nft/status/1993744596908802121
https://x.com/RyanSAdams/status/1996543833753174365
https://www.reuters.com/world/us/trump-says-new-federal-reserve-chair-be-announced-early-next-year-2025-12-02/
https://polymarket.com/event/who-will-trump-nominate-as-fed-chair
https://thedefireport.io/research/macro-risks-are-mispriced#rate-cuts
https://www.strategy.com/press/strategy-announces-establishment-of-1-44-billion-usd-reserve-and-updates-fy-2025-guidance_12-1-2025
https://www.tradingview.com/chart/52u4tG3f/
https://x.com/BlackR…
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Ethereum’s Next Decade | Tomasz K. Stańczak, Ansgar Dietrichs, Dankrad Feist, & Danny Ryan
4 december 2025 · 1 uur 32 min
This episode showcases four of the most important talks from our Bankless Summit event in Buenos Aires for Devconnect, each capturing how Ethereum is evolving as it enters the real world. Tomasz K. Stańczak reveals the EF’s new priorities around developer acceleration, founder support, institutional engagement, and unifying the L2 ecosystem. Ansgar Dietrichs explains why Ethereum is shifting from long-term exploration to near-term execution, detailing the plan to 3x L1 scale annually and accelerate real-time ZKVM progress. Dankrad Feist makes the case for a DeFi-centric L1 where Ethereum becomes the global liquidity layer for RWAs and high-value settlement. And Danny Ryan closes with a raw, personal account of building proof of stake, surviving an SEC scare, and why he still believes Ethereum can meaningfully reshape global finance. These talks matter because they chart the clearest picture yet of where Ethereum is heading, what the next decade requires, and how its core builders are steering it there. Lees meer
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TIMESTAMPS & RESOURCES
0:00 Intro
4:19 Tomasz K. Stańczak Ethereum's Next 5 Years
28:00 Ansgar Dietrichs Scaling Ethereum 2026: Why & How?
53:22 Dankrad Feist | Ethereum's DeFi Centric Strategy
1:10:22 Danny Ryan | The Last 8 Years: Ethereum, Burnout, & Coming Back
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Why Prices Are Crashing & What's Next—How Mike Nadeau Called the Cycle
3 december 2025 · 1 uur 9 min
Michael Nadeau called the top before the 10/10 crash. In this episode, he sits down with Ryan to explain why. They break down the onchain data that flipped him risk off, Bitcoin’s decisive break below the 50-week moving average, and why global liquidity and rate cuts may not rescue this cycle. Michael shares the price zones where Bitcoin becomes compelling again, how long-term holder behavior maps to past tops, and the framework he’s using to build a high conviction watch list for the next bull. Lees meer
Michael Nadeau
https://x.com/JustDeauIt
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📣REYA | ETHEREUM FOR TRADERS
https://bankless.cc/reya🗞️ THE DEFI REPORT | SIGN-UP & SUBSCRIBE (CODE: TDRPRO30)
https://thedefireport.io/sign-up
https://buy.stripe.com/dRm3cv84e6FYfFzbVgebu01------
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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TIMESTAMPS & RESOURCES
0:00 Intro
0:48 Market Downturn Analysis
5:22 Risk-Off Position Insights
8:25 Market Structure Breakdown
9:49 October Call Reflection
11:27 November Confirmation
13:48 Market Psychology Overview
24:43 Cycling Through Market Phases
28:55 Wealth Destruction Zone
34:11 Markets KPIs
38:47 Long-Term Holder Dynamics
44:02 Cycle End Analysis
49:07 Global Liquidity Conditions
52:15 Trading Strategies Discussion
56:13 Price Points & Metrics
1:04:47 Watch List Strategy
1:07:38 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
The Private World Computer | Aztec Co-Founders Zac Williamson & Joe Andrews
2 december 2025 · 1 uur 35 min
If crypto wins without privacy, did we actually win?
In this episode, Ryan sits down with Aztec co-founders Zac Williamson and Joe Andrews to unpack their eight-year quest to build a private world computer for Ethereum, covering the Aztec ignition chain, zero-knowledge-powered “private intents,” and how you can route trades across L1 and L2s without exposing your strategies or balances. They dive into ZK Passport (turning your NFC e-passport into a proof of personhood), the coming breakdown of selfie KYC in an AI world, holistic on-chain identity, Aztec’s one-shot move to a fully decentralized L2. Along the way, Zac and Joe get candid about the regulatory risk of building privacy rails, echoes of the early SSL wars, and what keeps them grinding after nearly a decade of R&D to ship Aztec Alpha Lees meer---
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https://bankless.cc/unichain🛞 MANTLE | MODULAR L2 NETWORK
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TIMESTAMPS0:00 Intro
6:00 The State of Privacy on Ethereum in 2025
9:47 Identity as the Missing Piece of Privacy
11:52 AI Deepfakes Just Broke Web2 KYC
20:19 How ZK Passport Plugs Into Aztec (and the Token Sale)
23:04 Holistic On-Chain Identity: Bottom-Up, Not Top-Down
30:54 From Private Bitcoin to a Private World Computer
36:36 Private Intents: Using Aztec as Ethereum’s Privacy Router
43:15 Compliant DeFi with ZK Identity in the Loop
48:37 Does This Actually Solve Privacy on Ethereum?
50:38 Ignition Chain Launch: Stage-2 Rollup with Decentralized Sequencers
56:19 One-Shot Decentralization, Alpha/Beta, and Security Model
1:05:37 Scaling a Private Rollup: TPS, Fees, and the Aztec Stack
1:11:40 Noir, No VM for Private State, and New DeFi Prim… -
The Holy Grail of Crypto Privacy: Encrypted Ethereum, FHE & Living Forever | Rand Hindi, Zama Co-Founder
1 december 2025 · 1 uur 32 min
Ethereum is transparent by design, and that’s a problem if you don’t want your entire financial life on display. Lees meer
Rand Hindi, co-founder of Zama, joins us to explain how fully homomorphic encryption (FHE) can turn Ethereum into an encrypted, confidential blockchain where contracts stay composable and UX feels exactly the same.
We get into why blockchains were public in the first place, why “anonymous addresses” were never enough, how FHE compares to ZK and MPC, and what a world of private DeFi, encrypted stablecoins, and on-chain “digital immortality” could look like.
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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------
TIMESTAMPS
0:00 Intro
0:24 Why Are Blockchains Public?
9:11 Privacy vs Confidentiality
11:13 Zama: Privacy on Ethereum
15:05 Fully Homomorphic Encryption (FHE)
19:34 Multi-Party Computation (MPC)
23:50 FHE vs ZK
37:25 FHE Critiques
40:08 Nation State Attacks
45:58 Combining ZK & FHE
49:20 Privacy Season
51:39 Compliance
1:00:18 Zama
1:04:03 Confidential Tokens
1:08:12 How it Works
1:11:30 Zama Token & Protocol
1:14:09 Privacy Competitors
1:17:36 Fhenix
1:19:46 Rand’s Background
1:23:07 AI Privacy
1:26:42 Longevity
1:33:01 Crypto & Privacy in 2026
1:33:33 Closing & Disclaimers
------
RESOURCESRand Hindi
https://x.com/randhindi
Zama
https://www.zama.org/
Fhenix
https://www.fhenix.io/
Unit Ventures
https://github.com/randhindi/unit-vc
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Ethereum’s Big Week | Supercycle Debate | Monad Mainnet | Bitcoin’s Quantum Problem
27 november 2025 · 1 uur 10 min
Happy Thanksgiving! Ethereum is heading into one of its biggest upgrades of the year. In this week’s Weekly Rollup, Ryan and Anthony Sassano break down the Fusaka hard fork, what it ships for L2 scaling and gas limits, and why Justin Drake’s real-time ZK proving demo could reshape Ethereum sooner than expected. They revisit the four-year cycle debate, unpack Tom Lee’s “supercycle” conviction, and catch up on Monad’s mainnet launch, the CFTC clearing Polymarket for U.S. users, and growing concern about Bitcoin’s quantum risk. Lees meer
Anthony Sassano & The Daily Gwei
https://x.com/sassal0x
https://x.com/thedailygwei
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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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TIMESTAMPS & RESOURCES
0:00 Intro
2:49 Markets
https://x.com/SERdotxyz/status/1992978303817490589
https://x.com/fundstrat/status/1990082437116780901
https://x.com/SAMALTCOIN_ETH/status/1993316804303687813
https://ethval.com/
https://x.com/TaikiMaeda2/status/1991911063034757578
https://x.com/hosseeb/status/1992297969383854575
https://x.com/cryptomanran/status/1991823369453351261
https://app2.msci.com/webapp/index_ann/DocGet
https://x.com/matthew_sigel/status/1991616596419191285
https://x.com/saylor/status/1991875241107222701
21:40 Ethereum's Fusaka is coming next week!
https://x.com/sassal0x/status/1992755722980032889
https://x.com/ripeth/status/1993405655076778302
https://forkcast.org/upgrade/fusaka
https://x.com/sassal0x/status/1993415381978169577
https://x.com/sassal0x/status/1993517759528157580
https://forkcast.org/upgrade/glamsterdam
https://x.com/nero_eth/status/1991947238042431859
https://x.com/sassal0x/status/19930974…
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Do We Need Another L1? - Inside Monad’s Parallel EVM with Co-Founder Keone Hon
25 november 2025 · 1 uur 27 min
Monad just launched Mainnet! Lees meer
That’s why Ryan sits down with Monad co-founder Keone Hon today.
We ask the blunt question: do we really need another general-purpose L1?
Why not just build this as an Ethereum L2 instead?
Keone explains how Monad’s parallel, pipelined EVM works under tight consumer-hardware constraints (32GB RAM, 2TB SSD, 100 Mbps), delivering ~500M gas/sec, 400ms blocks, and fast finality while preserving decentralization.
Enjoy the episode!
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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------
TIMESTAMPS
0:00 Another L1?
1:36 Why L1 vs L2?
2:46 Decentralization
10:19 Run at Home vs Datacenter Chains
12:09 The Purpose of a Blockchain
14:06 The Purpose of Monad
16:00 Why EVM?
28:33 Solana for the EVM?
29:47 Monad vs Ethereum
34:23 Monad Scaling
36:40 Ethereum Roadmap
39:43 How Monad Benefits Ethereum
42:51 Keone’s Background
50:49 How Fast is Too Fast?
59:12 MEV
1:04:07 Monad Layer2s?
1:05:14 Monad Launch Decentralization
1:06:00 Launch Ecosystem
1:08:22 Monad Token
1:16:55 L1 Token Valuations
1:19:18 Monad vs MegaETH
1:23:59 Monad’s Success Case
1:25:57 Mainnet
1:27:11 Closing & Disclaimers
------
RESOURCESKeone Hon
https://x.com/keoneHD
Monad
https://x.com/monad
Monad Website
https://www.monad.xyz/
Monad Links
https://linktr.ee/monad_xyz
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
The Real Crypto Cycle: What Happens When Global Liquidity Peaks | Michael Howell
24 november 2025 · 1 uur 23 min
Global liquidity veteran Michael Howell joins to map out the “master variable” driving asset prices: a 65-month global liquidity and debt refinancing cycle that underpins booms, busts, and the recent “everything bubble.” Lees meer
He breaks down the coming debt maturity wall, rising repo stress, the shift from Fed QE to “Treasury QE,” and a new capital war between a US dollar stablecoin system and China’s gold-backed strategy.
Plus, what all of this means for Bitcoin, gold, equities, and how to position as the current cycle rolls over.
------
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
------
TIMESTAMPS
0:00 Intro
0:45 Global Liquidity: Theory of Everything?
14:49 Will it Go Up Forever?
24:50 Where Are We in The Cycle?
34:23 Asset Allocation
47:14 Can The Monetary Regime Break?
58:55 China Gold vs US Tech
1:04:29 Crypto & Gold
1:08:03 4-Year Cycles
1:12:40 AI Bubble
1:15:14 Global Liquidity Limitations
1:18:39 Next 3-6 Months
1:20:24 Assets to Hold
1:21:25 Closing & Disclaimers
------
RESOURCESCrossBorder Capital
https://x.com/crossbordercap
CrossBorder Capital Website
https://crossbordercapital.com
Capital Wars Substack
https://capitalwars.substack.com/
------
Not financial or tax advice. See our investment disc…
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Is It All Over? What The Markets Are Saying For 2026
21 november 2025 · 1 uur 6 min
We analyze the crypto market's turbulence as Bitcoin falls below $90k, signaling potential bear market conditions. Also, it’s DevConnect! We discuss investor sentiment, and examine key updates like Vitalik Buterin's roadmap for Ethereum and Aave's new app. Tune in for essential market updates! Lees meer
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital------
TIMESTAMPS0:00 Intro
5:09 Markets
https://www.reuters.com/world/china/global-markets-trading-day-graphic-2025-11-13/
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
https://polymarket.com/event/fed-decision-in-december
https://economictimes.indiatimes.com/tech/technology/peter-thiel-sells-entire-nvidia-stake-amid-ai-bubble-fears/articleshow/125379608.cms
https://x.com/amitisinvesting/status/1991263435493974047?s=20
https://coinmarketcap.com/charts/fear-and-greed-index/
https://x.com/intocryptoverse/status/1989965484150628639?s=20
https://x.com/tomcrown/status/1990179433282683287?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
https://x.com/BitcoinArchive/status/1989337109878964499?s=20
https://cryptohayes.substack.com/p/snow-forecast
https://thedefireport.io/research/btc-market-structure-is-broken#broken-momentum
https://x.com/nic__carter/status/1989713072970178899?s=46&t=2ZINVXJQKx6xO_6Wiiu_2g
25:37 Devconnect
https://x.com/RyanSAdams/status/1991172751302832498?s=20
https://x.com/adietrichs/status/1991203626358899081?s=20
https://x.com/kocikowski/status/1991202772289745101?s=20
https://x.com/wildbambii/status/1991144720605532336?s=20
https://x.com/richardchen39/status/199094123193… -
Defensive Investing for an AI Bubble | Ruchir Sharma's Hedge Rules
19 november 2025 · 1 uur 12 min
America isn’t just leading the AI race; it’s increasingly built on it. Investor–author Ruchir Sharma joins Bankless to unpack why U.S. growth, stock gains, and even debt complacency are now tethered to a single story, and what a sensible hedge looks like. We trace how U.S. dominance happened, what could puncture the current euphoria, and where the real diversification lives: quality stocks that have lagged, broad ex-US exposure with currency tailwinds, and selective bets in India, China, and reform winners like Greece and Poland. We also tackle the “gold + stocks up together” puzzle, why that correlation can bite in a tightening cycle, and Ruchir’s “two cheers” case for Bitcoin as a portfolio asset whose utility still has room to grow. Lees meer
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https://bankless.cc/Mantle💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors---
TIMESTAMPS0:00 The Contrarian Take: American Exceptionalism Peaks
4:06 Theme of the 2020s
6:42 “America Is One Big Bet on AI”
13:07 The Counterfactual
19:01 Is This an AI Bubble?
22:59 The Catalyst That Pops Bubbles
29:05 How U.S. Dominance Happened
34:41 Moral Hazard & Household Risk
37:24 Green Shoots Abroad
39:37 Practical Rebalance for U.S.-Heavy Investors
50:17 How to Start Outside the U.S.
1:00:58 Gold & Stocks: Partying Together
1:05:47 Real Hedges Now
1:09:39 Bitcoin: Two Cheers
1:13:08 Closing Thoughts---
RESOURCESR…
-
Bryan Johnson: Don’t Die, Beating Entropy, AI Alignment & The Two-Species Future
17 november 2025 · 1 uur 8 min
Bryan Johnson lays out “Don’t Die,” a moral framework that puts existence first and turns longevity into a shared fight against entropy. Lees meer
We pressure-test the hard stuff: selfishness, inequality, stagnation, and the so-called two-species future. Bryan argues these are solvable with smart societal engineering if “don’t die” is for everyone. He breaks down Blueprint as a practical on-ramp with evidence-based health, behavior, and social habits.
We finish on crypto, from his Braintree days with Coinbase to how web3 could power a broad “don’t die” commons.
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors------
TIMESTAMPS
0:00 Don’t Die
8:18 Beating Entropy
18:35 Existence as The Highest Virtue
21:01 Isn’t Don’t Die Selfish?
27:12 AI Alignment
31:36 Collective Don’t Die
33:34 Don’t Die & AI
37:36 Longevity Escape Velocity
40:57 The Two-Species Future
47:07 A Path Without Creative Destruction?
52:40 Bryan’s 500-Year Lifespan
59:19 Blueprint
1:04:52 Crypto
1:06:23 Closing Thoughts
------
RESOURCESBryan johnson
https://x.com/bryan_johnson
Bryan Johnson Links
https://bryanjohnson.komi.io/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
ROLLUP: Market Uncertainty | Trump’s Bullish Plan? | Coinbase ICOs Return | Uniswap Fee Switch On | JPM Base Coin | Crypto Privacy Season?
14 november 2025 · 1 uur 8 min
Market uncertainty? On this week’s Weekly Rollup, Ryan and guest co-host Tom Schmidt dig into a jittery crypto market, Trump’s new economic ideas aimed at boosting sentiment, and whether the four-year cycle prophecy is finally catching up with Bitcoin. They also cover Coinbase bringing ICOs back to U.S. retail, Uniswap’s long-awaited fee switch moment, and JPMorgan launching a deposit token on Base. Plus: Zcash’s 4,000 percent surge, Ethereum’s renewed privacy push, Binance tightening rules on shielded coins, and a privacy-wallet developer receiving a five-year prison sentence. Lees meer
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
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TIMESTAMPS & RESOURCES
0:00 Intro
3:05 Markets
https://x.com/KobeissiLetter/status/1988811150402916672
https://x.com/intocryptoverse/status/1987681686218228125
https://x.com/QwQiao/status/1988769174005698675
https://x.com/bonchieredstate/status/1987276536584818914
https://x.com/RepThomasMassie/status/1987537420263338275
https://x.com/ts_hodl/status/1987279165041545634
https://x.com/kianejatian/status/1987373998087270424
https://x.com/pro__trading/status/1987343377718038585
https://x.com/biancoresearch/status/1988035796490694949
https://edition.cnn.com/2025/11/11/business/trump-dividend-payment-tariff-stimulus
https://polymarket.com/event/will-tru…
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Ethereum Beast Mode - Scaling L1 to 10k and Beyond | Justin Drake
12 november 2025 · 2 uur 12 min
Ethereum hasn’t reached full speed yet. Now it might. Justin Drake of the Ethereum Foundation outlines Lean Ethereum, a plan to optimise the stack so validators stop executing and start verifying. With zk proofs in under 12 seconds and on-prem provers around 10 kW, the base layer can reach gigagas capacity and roughly 10,000 TPS while getting more decentralized. Add Fossil, seconds-level finality, and post-quantum signatures, and the changes stick. We unpack the EthProofs race, the four-phase path to mandatory proofs, the three-times-a-year gas target in EIP-7938, and why native rollups could remove gas ceilings for L2s. If you’re wondering whether Ethereum can scale without turning into a data center chain, this is the roadmap. Lees meer
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https://bankless.cc/eight-sleep💠BIT DIGITAL ($BTBT) | ETH TREASURY
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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors---
TIMESTAMPS0:00 Intro: What is Lean Ethereum?
3:32 Beast Mode? Gas & Blocks
5:39 GigaGas, TeraGas, Gap to Target
9:32 Why Scale L1: Decentralization Tradeoffs
20:22 Provability, Power, Real-Time, Decentralization
24:43 L1 Security: Money, Key Uses
28:59 Lean Ethereum: SNARKs, Beast, Fort
36:32 SNARKs & zkVMs: What, Why
48:50 Execute→Verify: Validators & Lean Client
56:08 Builders, Provers, PBS, Fossil
1:08:49 Devconnect Demo, EthProofs, Roadmap Phases
1:31:06 Rollout, Gas Limits, Slots, Hardware
1:44:33 Home Provers: Power, Costs, Incen… -
Inside BlackRock’s Crypto Strategy: Tokenization, Stablecoins & The Next Trillion | Robbie Mitchnick, Head of Digital Assets
10 november 2025 · 58 min
BlackRock’s Head of Crypto Robbie Mitchnick joins Ryan to unpack how institutions are actually allocating (and why correlation to “digital gold” matters), what the ETF data says about demand for BTC and ETH, and why the October leverage flush didn’t dent long-term adoption. Lees meer
We dig into BlackRock’s tokenization roadmap, from the BUIDL-style tokenized money market funds and the Genius Act angle to the stablecoin flywheel, plus what’s still missing: secondary liquidity and pragmatic regulatory clarity.
Robbie lays out a realistic 24–36 month path, a 2026 “show-me” phase for real utility, and candid advice for allocators on sizing and asset selection.
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors------
TIMESTAMPS
0:00 Is It Over?
11:54 Institutional Response to Liquidations
13:57 Bitcoin vs Gold
16:36 Bitcoin’s IPO Moment?
19:29 Next Catalyst
24:23 Institutional Growth
26:41 Central Bank Adoption
28:25 BlackRock ETFs
30:21 Ethereum ETFs
32:38 Tokenization Roadmap
35:33 GENIUS-Aligned Money Market Fund
38:08 Progress in Tokenization
43:04 Regulatory Clarity
46:30 Bull Case for Tokenization
48:08 Is Wall Street Convinced?
49:59 Bear Case for Tokenization
52:01 Restructuring Banks
54:16 How Many Stablecoins?
55:10 1-Year Goals
57:37 Advice to Institutional Investors
59:47 Closing &…
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ROLLUP: Bull Market Over? | BTC 50W Breakdown | Balancer Hack | Stream Finance Collapse | Brian Armstrong’s Prediction Market Drama
7 november 2025 · 1 uur 6 min
Is the crypto bull market really over, or just pausing while AI takes the spotlight? On this week’s Weekly Rollup, Ryan and guest co-host Haseeb break down Bitcoin’s 10/10 crash, hidden leverage, and the “Bitcoin silent IPO” thesis. They also cover the $128M Balancer hack, DeFi’s decentralization debate, L2 vanity metrics, Brian Armstrong’s prediction market stunt, and why Peter Thiel says Bitcoin’s becoming a BlackRock coin. Lees meer
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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
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TIMESTAMPS & RESOURCES
0:00 Intro
2:14 Markets
https://x.com/intocryptoverse/status/1985771197460558099
https://x.com/ColinTCrypto/status/1985781111713390894
https://www.cnbc.com/2025/11/03/stock-market-today-live-updates.html
https://edition.cnn.com/2025/11/05/business/nvidia-palantir-michael-burry-stock
https://www.nbcnews.com/politics/politics-news/35-days-government-shutdown-record-longest-history-election-day-rcna241576
https://polymarket.com/event/when-will-the-government-shutdown-end-545?tid=1762452064029
https://x.com/KobeissiLetter/status/1985791658689024101
https://visserlabs.substack.com/p/bitcoins-silent-ipo-why-this-consolidation
https://x.com/StreamDefi/status/1985556360507822093
https://x.com/AzFlin/status/1985496697255170279
https://x.com/deepcryptodive/status/1985693763121889722
https://…
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The Stablecoin Chain Wars: Codex’s Bet on On-Chain FX | Cofounder Haonan Li
6 november 2025 · 59 min
Payment chains are heating up. Not every “stablecoin chain” is playing the same game.
Codex cofounder and CEO Haonan Li joins David to map the real landscape: what neutrality looks like in practice, why the bottleneck isn’t TPS but fiat-to-stable friction, and how on-chain FX could pull global flows.
We dig into the Bear-Chain incentive trap. Why Codex chose to build as an Ethereum L2. The case for app-specific rollups that return value to ETH. And the growing split between projects that bundle value toward Ethereum and those that pull it away. Lees meer---
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https://bankless.cc/Mantle💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors---
TIMESTAMPS0:00 Intro
1:10 Codex’s Market Positioning
2:24 How Stablecoin Chains Differ
4:55 Neutrality For Chains And Customers
8:11 Codex’s Focus: Fiat Friction & Wholesale FX
14:16 The Golden Goose: On-Chain Transfers Vs On-Ramps
17:49 Liquidity, Demand, Exotics: The Case For On-Chain FX
24:55 Why An Ethereum L2: Technical & Economic Rationale
32:50 Founding Codex, Contrarian Thesis & Focused L2s
40:23 Community Dynamics, Tempo, Bundlers Vs Unbundlers
1:00:16 Closing Thoughts---
RESOURCESHaonan Li
https://x.com/haonanCodex
https://www.codex.xyz/---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
x402: The Key to Internet Money, Micropayments & The AI Agent Economy | Sam Ragsdale
5 november 2025 · 57 min
Micropayments were always meant to be part of the internet, but the technology never existed to make them work. Lees meer
Until now. David sits down with Sam Ragsdale, CEO of Merit Systems, to unpack x402, a new protocol reviving the long-dormant “Payment Required” status code to enable crypto-powered microtransactions across the web.
They explore how x402 could transform how machines, AI agents, and humans pay for internet resources, reshape online business models beyond ads, and unlock a new economy of autonomous agents and programmable commerce.
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors------
TIMESTAMPS
0:00 Intro
0:10 What is x402?
6:19 Internet Micropayments
9:45 x402 Encryption
12:10 x402 Inception
15:20 How x402 Transactions Work
27:02 x402 Experiments
39:46 Paywalls
43:53 A New Internet?
47:12 Call to Builders
49:21 Merit Systems
53:56 Resources
55:36 Closing & Disclaimers
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RESOURCESSam Ragsdale
https://x.com/samrags_
Merit Systems
https://www.merit.systems/
x402scan
https://www.x402scan.com/
Coinbase x402
https://www.coinbase.com/en-pt/developer-platform/products/x402
Stratechery - The Agentic Web and Original Sin
https://stratechery.com/2025/the-agentic-web-and-original-sin/------
Not financial or tax advice. See our investment disclosures here:
https://www.…
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Land: The $180 Trillion Asset That Runs the World | Mike Bird, The Economist
4 november 2025 · 1 uur 37 min
Land isn’t just dirt under buildings—it’s the world’s oldest, strangest asset, worth an estimated $180T, quietly steering credit cycles, politics, and who gets to build the future. Economist editor and Money Talks host Mike Bird joins us to decode the “land trap”: why superstar cities underbuild, how mortgages turned banks into land-collateral machines, and what Japan’s 1980s super-bubble can (and can’t) teach us about China’s managed deflation today. We trace ownership from Babylonian stone ledgers to modern cadastres, ask whether America ever ran a de facto “land standard,” and explore pragmatic exits: build where demand is, deepen capital markets so homes aren’t the only savings vehicle, and tax land value uplift to fund infrastructure. Lees meer
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https://bankless.cc/eight-sleep💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors---
TIMESTAMPS0:00 Why Housing Is Unaffordable
4:20 Demand, Supply & Social Spillovers Of Housing Costs
10:31 Land As Collateral, Money & Banking
16:29 Henry George, Georgism & Early Land Reform Politics
22:22 Monopoly, Georgism’s Decline & Why Reform Faded
29:45 Policy Dilemmas: Homeownership, Infrastructure & Land-Value Capture
32:38 Land’s Scale, Uniqueness & Three Attributes
43:27 Origins Of Property Records & Cadastral Systems
49:45 Dead Capital: Hernando De Soto & Formal Property Rights
54:35 Land-Backed Money Experiments … -
“The Debasement Trade” - Luke Gromen on Gold, Bitcoin & The 100 Year Reset
3 november 2025 · 1 uur 30 min
Luke Gromen makes the case that “debasement” isn’t a trade, it’s the new regime. Lees meer
We unpack why assets look strong in dollars yet stagnate in gold/Bitcoin terms, the global reserves shift back toward gold, how a U.S. gold reprice to $10k–$20k could fund a balance-sheet reset, the risks of “paper gold,” Bitcoin’s potential catch-up (and a possible East=gold, West=BTC split), AI as an accelerant, and a pragmatic portfolio framework for navigating a 100-year reset.
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors------
TIMESTAMPS
0:00 Intro
4:15 How Long is The Trade?
11:23 Gold vs Treasury Reserves
19:34 Gold All Time Highs
23:17 Gold Buying Pressure
29:08 Back to The Gold Standard?
37:37 The Transition
43:10 Central Bank Gold Accumulation
49:20 Gold Demonetization
57:00 Types of Gold
1:05:17 Gold vs Bitcoin
1:10:06 The Future of Bitcoin
1:16:19 4-Year Cycles
1:19:02 Tokenized Gold
1:24:19 100 Year Reset Portfolio
1:28:25 Closing & Disclaimers
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RESOURCESLuke Gromen
https://x.com/LukeGromen
"The Debasement Trade"
https://x.com/LukeGromen/status/1974184554782220583FFTT, LLC
https://fftt-llc.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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ROLLUP: Markets Spooked? | MegaETH & Monad Mania | New CFTC Chair | Base & Polymarket Tokens? | Circle Arc Backlash
31 oktober 2025 · 1 uur 11 min
Markets got the treat they were waiting for with a Fed rate cut and pause on quantitative tightening, but prices still fell. Why? This week, Ryan and David break down why the markets got spooked, what Powell really said about December cuts, and what it means heading into November. We also cover MegaETH’s oversubscribed ICO, Monad’s airdrop, Polymarket’s confirmed token, and JP Morgan’s $34B Base token estimate. Plus Solana’s new ETF, Western Union’s stablecoin, Circle’s controversial L1 launch, the X402 payment boom, and the latest on Consensys and Securitize IPOs. Lees meer
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
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TIMESTAMPS & RESOURCES
0:00 Intro
5:03 Markets
https://www.tradingview.com/chart/1RYLG2gC/
https://www.tradingview.com/chart/1RYLG2gC/
https://x.com/fundstrat/status/198307855327420049
https://x.com/KobeissiLetter/status/1983595486259950049
https://polymarket.com/event/fed-decision-in-december?tid=1761832318180
https://x.com/KobeissiLetter/status/1983613170691535094
https://x.com/KobeissiLetter/status/1983606477479899214
https://x.com/TKL_Adam/status/1983560866436927875
https://x.com/KobeissiLetter/status/1983855569996861631
https://www.coindesk.com/markets/2025/10/28/solana-etfs-could-draw-over-usd3b-if-bitcoin-ether-etf-trends-repeat
https://x.com/ETHZilla_ETHZ/sta…
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How Crypto Neobanks Work: Frax, Cards, and Visa’s Role | Sam Kazemian
28 oktober 2025 · 54 min
Neobanks might be the quiet coordination hack that makes Visa optional. David sits down with Frax’s Sam Kazemian to map the new payment stack: why cards today settle over Visa yet still onboard users into stablecoins, how Frax USD (payments) pairs with sFRAX USD (savings), and why Ethereum remains the “savings/issuance” base while specialized payment chains battle for flows. Sam unpacks Frax’s white-label issuance strategy and RWA plumbing, shares an institutional DD story that highlights reliability over hype, and lays out the metrics that actually matter—card acceptance, bank deposits, chain coverage, and real-world spend. If you’re tracking how stablecoins, neobanks, and RWAs converge into an on-chain economy, this one connects the pipes. Lees meer
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https://bankless.cc/KGEN-podcast💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors---
TIMESTAMPS0:00 Intro
0:54 What Is a Neobank
2:45 Crypto Neobanks & Frax’s Two-Coin Model
5:28 Strategy: Be the Pipes, Not the Card
14:48 Design: RWAs On-Chain & Compliance Surface
18:16 Cards Today, Native Pay Tomorrow
28:52 The Standards Fight
33:30 Institutional Proof Point & Growth Curve
40:28 Closed-Loop On-Chain Economy
55:36 What to Track Next---
RESOURCESSam Kazemian
https://x.com/samkazemian---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why Pro Athletes Are Betting on Bitcoin, Crypto & Prediction Markets | Tristan Thompson & Paul Grewal
27 oktober 2025 · 1 uur
NBA Star Tristan Thompson and Coinbase CLO Paul Grewal break down why pro athletes are moving into Bitcoin, crypto, and onchain prediction markets. Lees meer
We cover stablecoin rewards after the Genius Act, Coinbase’s fight to preserve consumer yield and staking, the CFTC vs. state path for prediction markets, and Tristan’s new onchain app, basketball.fun.
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors------
TIMESTAMPS
0:00 Intro
0:54 An Athlete & a Lawyer?
2:47 Athletes Love Crypto
8:19 Bitcoin & Trust
15:16 Stablecoin Yields
18:41 Crypto vs Banks
21:34 Tristan’s Crypto Interests
26:58 Crypto’s UX
35:48 Prediction Markets
43:58 Prediction Market Regulation
48:41 Anti-Crypto Democrats
51:00 Basketball.fun
56:00 Gary Gensler’s Deleted Texts
1:00:25 Closing & Disclaimers
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RESOURCESTristan Paul
https://x.com/RealTristan13
Paul Grewal
https://x.com/iampaulgrewal
Basketball.fun
https://www.basketball.fun/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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ROLLUP: Downtober Drags | Tempo Poaches Dankrad | Coinbase Buys Echo | Gold Surge! | Fed Access
24 oktober 2025 · 1 uur 9 min
Downtober drags on… but not all is bearish. On this week’s Weekly Rollup, Ryan and David break down why sentiment feels cold despite strong BTC, and the three ways this cycle could play out. Plus, gold is ripping! Can crypto catch up? Lees meer
We also cover Dankrad’s jump to Tempo, Coinbase’s Echo deal, Polymarket’s NHL play, the Fed’s potential FedWire opening, and the AI trading showdown.
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🛞MANTLE | MODULAR L2 NETWORK
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🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
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TIMESTAMPS & RESOURCES
0:00 Intro
4:00 Markets
https://x.com/QuintenFrancois/status/1980893883161882974
https://x.com/VentureCoinist/status/1979622508732276761
https://x.com/QuintenFrancois/status/1980935843763150926
https://x.com/cryptogucci/status/1981367758278578590
https://x.com/qthomp/status/1981040936890081390
https://x.com/qthomp/status/1981044811894550678
https://x.com/FinFreedom414/status/1980614441315033342
https://x.com/VentureCoinist/status/1979622508732276761
https://x.com/JasonYanowitz/status/1980620067315282091
https://x.com/Barchart/status/1979149096700031112
https://x.com/Barchart/status/1981195191110574116
https://x.com/KobeissiLetter/status/1980994433849135340
https://x.com/KobeissiLetter/status/1980994455328149603
https://x.com/elerianm/status/1976244432317096373
https://www.visualcapitalist.com/central-banks-now-hold-more-go…
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State Of Crypto 2025 | a16z Crypto — Eddy Lazzarin & Daren Matsuoka
22 oktober 2025 · 1 uur 11 min
a16z crypto’s CTO Eddy Lazzarin and partner Daren Matsuoka return for our annual State of Crypto to map where 2025 really is on the curve: a price–innovation cycle poised to hand the baton back to builders, Bitcoin holding ~50% share, and 70M people now using crypto on-chain out of 716M owners. We dig into why institutions are actually shipping (not just PR), how stablecoins now rival Visa-scale volumes and sit among top U.S. Treasury holders, why DEX spot share near 20% changes price discovery, and how perps, infra throughput, and fee-switch economics are reshaping revenue across chains. Plus: prediction markets’ second act, the AI×crypto handshake (agents, proof-of-humanity, IP), and Bitcoin’s long-dated quantum dilemma. Lees meer
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https://bankless.cc/KGEN-podcast💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors---
TIMESTAMPS0:00 Price–Innovation Cycle: Where We Are Now
3:46 Bitcoin Dominance & Market Correlations
12:09 User Geography & Adoption: MAUs vs Owners
20:15 Institutions & TradFi: Motives, Stablecoins, Integration
27:40 Stablecoin Scale: Volumes, Treasuries & Dollar Power
39:03 Stablecoin Decoupling & DeFi Growth
42:33 Perps, Protocol Revenue & Prediction Markets
47:55 Infrastructure: TPS, Scalability & Bottlenecks
49:51 Token Valuation & Chain Revenue
59:24 Bitcoin’s Quantum Risk: Paths & Responses
1:02:48 AI × Crypto: Use Cases & Decentralization
1:04… -
Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7
21 oktober 2025 · 1 uur 19 min
Is the crypto cycle already over, or is this just a reset before one last push? Michael Nadeau from The DeFi Report joins Ryan to break down why he went 70% cash ahead of the flash crash, what late-cycle data he’s watching, and the signals that would flip him back risk on. We dig into Bitcoin’s 50-week moving average, ETH’s $8–10K scenarios, slowing ETF flows, rising leverage, and whether global liquidity and AI could still drive a melt-up. Michael explains why this cycle has felt muted, what would confirm a top, and how he’s positioning into year-end. Lees meer
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io/
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📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANhttps://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
------
TIMESTAMPS & RESOURCES
0:00 Intro
0:48 Crypto Cycle: Is It Over? Mike's Risk-Off Strategy
https://thedefireport.io/research/portfolio-update2:15 Flash Crash Insights
3:14 Crypto Investor Profiles
https://thedefireport.io/5:40 Understanding Market Cycles https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
7:34 Late Cycle Analysis https://thedefireport.io/research/cycle-awareness-update#fear-greed-index
12:41 Shifting to Risk …
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How Futarchy Ends the Rug Pull Era | Felipe Montealegre & Proph3t
20 oktober 2025 · 1 uur 27 min
Futarchy flips governance on its head—decisions aren’t voted on, they’re traded on. Lees meer
In this conversation with Felipe Montealegre of Thea Research and Proph3t, co-founder of MetaDAO, we explore how market-driven governance can eliminate the token “rug pull” problem, create true shareholder protections on-chain, and unlock the next era of crypto capital markets.
From prediction markets and token design to MetaDAO’s “ownership coins,” this is how futarchy could make crypto investable again.
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TIMESTAMPS
0:00 Intro
1:51 What is Futarchy?
4:26 US Capital Markets vs Futarchy
6:39 Futarchy Incentives
12:01 Futarchy Market Participants
16:05 A New Form of Governance
18:59 Liquidity & Insider Participation
24:03 Futarchy Genesis
31:31 Crypto Rugs
47:45 Trustworthy Tokens
53:00 Umbra Example
1:00:37 MetaDao
1:07:20 Unrugable Tokens
1:12:42 Regulation
1:18:31 What’s Next?
1:20:48 Closing & Disclaimers
------
RESOURCES
Felipe Montealegre
https://x.com/theiaresearch
Proph3t
https://x.com/metaproph3t
MetaDao
https://metadao.fi/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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ROLLUP: $19B Flash Crash | Binance Fee Leak | China L2 on ETH | $14B BTC Reserve
17 oktober 2025 · 1 uur 10 min
Markets just saw a $19B wipeout in a single day. In this week’s Weekly Rollup, we break down the Friday Flash Crash, what really caused it, and whether it signals the end of the cycle or just a reset. Lees meer
We also cover Binance’s leaked listing fees, a major Chinese tech company quietly building on Ethereum, and reports that the U.S. may add $14B in Bitcoin to its strategic reserve. Plus, Democrats renew their push against DeFi, and Larry Fink gears up for BlackRock’s next big crypto play.
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🛞MANTLE | MODULAR L2 NETWORK
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🌳KGEN | REQUEST A DEMO
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
------
TIMESTAMPS & RESOURCES
0:00 Intro
3:14 Markets
https://x.com/sykodelic_/status/1978728444038152542
https://www.macrotrends.net/1333/historical-gold-prices-100-year-chart
https://x.com/Pledditor/status/1978783238614126798
https://x.com/NateGeraci/status/1978254468970909820
https://x.com/iamDCinvestor/status/1978227611722486016
https://x.com/Cointelegraph/status/1978800773480825133
https://x.com/RyanSAdams/status/1978441509788590590
https://x.com/growthepie_eth/status/1978460964245631206
https://x.com/RyanSAdams/status/1978549428114882674
https://x.com/jconorgrogan/status/1978563381880582649
https://x.com/Paxos/status/1978565015943950411
https://www.kerrisdalecap.com/wp-content/uploads/2025/10/Kerrisdale-BitMine-Immersion.pdf
https://www.strategicethreserve.xyz/
https://x.com/AltcoinDa…
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Is Lighter Ethereum's L2 Perp DEX? | Founder Vlad Novakovski
16 oktober 2025 · 1 uur 13 min
A $19B liquidation wave hit crypto 10 days after Lighter’s public mainnet—so we asked founder/CEO Vladimir Novakovski why they built a ZK L2 Perp DEX on Ethereum, how the escape hatch actually protects users, and what really happened under extreme stress. We dig into ADL vs. LLP, trader-first design, and why verifiability (not vibes) should govern order matching and liquidations. Vlad shares throughput targets, why Lighter chose custom ZK circuits over a generalized ZKVM, and what’s next: Spot, universal cross-margin, and a ZKVM sidecar for a broader platform play. We close with lessons from the cascade, realistic tradeoffs of being an L2, and how L2Beat “stage upgrades” fit into the roadmap. Lees meer
---
📣IMMUNEFI | CRYPTO SECURITY OS
https://bankless.cc/Immunefi---
BANKLESS SPONSOR TOOLS:🪙FRAXNET | MINT, REDEEM, EARN
https://bankless.cc/fraxnet🦄UNISWAP | SWAP ON UNICHAIN
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https://bankless.cc/Mantle🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors---
TIMESTAMPS0:00 Intro
3:04 Guest Intro & ZK L2 “Why”
4:58 L2 Security & Verifiability
11:35 Verifiable Matching & Liquidations
14:02 Mainnet Launch & Liquidation Stress Test
18:16 Outage: Timeline & Make-Good
18:58 Scorecard: Lighter vs Hyperliquid vs Binance
22:20 ADL 101: Why Automated Deleveraging Exists
32:32 “Customer-First” Design Stance
38:32 Takeaways: Transparency, Proofs, Details
41:48 Causes Considered & Vlad’s Market Lens
49:31 Why a Perp DEX: Product & Fit
57:42 L1 vs L2: Tradeoffs, Sovereignty, Incentives
1:06:45 Roadmap: Spot, ZKVM Sidecar, Cross-Margin, New Markets
1:11:21 Points, Token Tim… -
Untitled
15 oktober 2025 · 1 uur 7 min
Binance listing fees, finally out in the open. CJ Hetherington, Founder of Limitless, published the offer he received after no NDA. 8% of total token supply and $250k. We dig into why the founders accept deals like this, the hidden sell pressure, and how onchain price discovery can replace CEX gatekeeping. CJ also breaks down Limitless on Base, instant-settlement price markets, and the path to Coinbase via Aerodrome. Lees meer
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📣IMMUNEFI | CRYPTO SECURITY OS
https://bankless.cc/Immunefi------
BANKLESS SPONSOR TOOLS:🪙FRAXNET | MINT, REDEEM, EARN
https://bankless.cc/fraxnet🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors------
TIMESTAMPS
0:00 Centralized Exchange Listing Fees
3:08 The Binance Drama Unfolds
3:41 Introducing Limitless
5:00 Conversation with CJ
15:28 The Hidden Costs of Listing Fees
25:17 The Future of Onchain Markets
28:44 Building on Base
32:39 Limitless: A New Prediction Market
43:43 Exploring Limitless Features
53:10 User-Generated Markets & Censorship
1:06:10 How to Engage with Limitless------
RESOURCESCJ
https://x.com/cjhtechLimitless
https://x.com/trylimitless------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Tom Lee & Arthur Hayes: How Crypto Flips Wall Street
13 oktober 2025 · 1 uur 2 min
Tom Lee and Arthur Hayes map how crypto is flipping Wall Street: BTC at fresh highs, ETH’s comeback, and a surge of institutional capital, tokenization, and stablecoin rails. Lees meer
Tom lays out Bitmine’s big ETH accumulation and bold targets (BTC $200–250k, ETH $10–12k), while Arthur dives into cycles, liquidity, why perps outshine leveraged ETFs, and the looming clash between prediction markets and TradFi. Plus: banks turning into on-chain tech companies and what Tether’s rise signals for the new banking stack.
Please visit https://fundstrat.com/tom for complimentary access to Tom Lee's daily market updates, real-time market alerts, live webinars, and curated stock lists.
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🦄UNISWAP | SWAP ON UNICHAIN
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
🐂BULLISH | TRADING COMPETITION
https://bankless.cc/trading-competition
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors------
TIMESTAMPS
0:00 Intro
0:42 BTC All Time Highs
5:07 ETH Performance & Bitmine
9:32 DATs Market
15:26 4-Year Cycles
25:32 5% Bitmine’s Target
28:00 Tom’s Involvement in Ethereum
32:42 ETH’s Position
38:37 Compute for Finance
40:53 Tether’s $500B Valuation
44:57 USDT Flips BTC?
46:35 Crypto Equities
48:26 Hacks & Exploits
50:39 Financial Entertainment
55:13 Perps
58:38 Price Targets
1:00:45 2026 Wish List
1:03:06 Closing & Disclaimers
------
RESOURCESTom Lee
https://x.com/fundstrat
Arthur Hayes
X - …
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ROLLUP: Gold & BTC ATH | AI Bubble or Debasement Trade? | BNB Surge | $2B Polymarket Deal
10 oktober 2025 · 1 uur 7 min
Gold shatters $4,000, Bitcoin quietly hits new all-time highs, and Wall Street just made its biggest bet yet on prediction markets. In this week’s Weekly Rollup, we break down why the debasement trade is heating up, how the AI bubble is shaping markets, and what it all means for crypto’s next move. Lees meer
We cover BNB’s explosive run to the #3 spot, ICE’s $2B investment in Polymarket, and ETH staking ETFs officially going live. Plus, Solana ETF approval looks imminent, Asian capital rotates onchain, and Galaxy steps back into retail with a familiar face at the helm.
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
🐂BULLISH | TRADING COMPETITION
https://bankless.cc/trading-competition
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
------
TIMESTAMPS & RESOURCES
0:00 Intro
3:31 Markets
https://www.theblock.co/post/373369/bitcoin-hits-new-all-time-high-crosses-125000-for-the-first-time-as-uptober-momentum-builds
https://x.com/RayDalio/status/1973766977421275598
https://x.com/BTC_Archive/status/1975562328377528702
https://x.com/jvb_xyz/status/1975047567852671125
https://x.com/matthew_sigel/status/1976251057421647886
https://www.coinglass.com/bull-market-peak-signals
https://x.com/Grayscale/status/1975262626377834938
https://x.com/joechalom/status/1975251314117648420
https://x.com/TheCryptoLark/status/1975147566351237315
https://x.com/EricBalchunas/status/1976037299373646270
2…
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The Bull Case For Prediction Markets | Ryan & David
9 oktober 2025 · 1 uur 1 min
In this episode of Bankless, Ryan and David dive into prediction markets and their place in today’s financial landscape. They unpack how peer-to-peer markets differ from traditional sportsbooks, spotlighting Polymarket and Kalshi, and explore scalability, regulation, and societal impact. Are these markets tools for informed decision-making or just another gambling avenue? Lees meer
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https://bankless.cc/M0------
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🪙FRAXNET | MINT, REDEEM, EARN
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🦄UNISWAP | SWAP ON UNICHAIN
https://bankless.cc/unichain
🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
🐂BULLISH | TRADING COMPETITION
https://bankless.cc/trading-competition
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors
------
TIMESTAMPS & RESOURCES
0:00 Intro to Prediction Markets
2:43 Bankless Summit Announcement
5:32 How Prediction Markets Work
8:06 Who the Big Players Are
14:31 Kalshi’s Breakout and U.S. Access
19:08 Prediction Markets as Media
20:27 How Big Are They Right Now
https://x.com/Polymarket/status/1975528768039985449
https://x.com/shayne_coplan/status/1975534265698812046
https://www.tradingview.com/chart/?symbol=NASDAQ%3ADKNG
26:17 Where This Is Headed
https://x.com/Domahhhh/status/1973576583064567961
26:40 Sportsbooks vs. Prediction Markets
https://www.tradingview.com/chart/?symbol=NASDAQ%3ADKNG
https://www.tradingview.com/chart/?symbol=NYSE%3AFLUT
31:43 Why Sportsbooks Are Systemically Unfair
39:10 Rules, Regulators, & Court Fights
54:43 Why This Matters for Society
1:00:31 Wrap Up & What to …
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Why China Builds Faster Than America & The Rest of the World | Dan Wang
8 oktober 2025 · 1 uur 30 min
Why does China build so much faster—and what does that reveal about two very different ways of running a society? Lees meer
Ryan and David sit down with Dan Wang, author of Breakneck: China’s Quest to Engineer the Future, to unpack China’s “engineers-in-charge” model versus America’s “lawyerly” governance.
We cover how this shapes daily life and growth (from subways and high-speed rail to batteries, EVs, and drones), common western misconceptions about China (surveillance, social credit, “imminent collapse”), why U.S. capital markets soar while Chinese manufacturing dominates, what an American “abundance agenda” could look like, and Dan’s closing prescription: the U.S. needs ~20% more engineering; China needs ~50% more rights-protecting legalism.
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
🐂BULLISH | TRADING COMPETITION
https://bankless.cc/trading-competition
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors------
TIMESTAMPS
0:00 Intro
0:45 US Lawyers vs China Builders
8:50 Becoming Elite in China vs US
14:55 Motivating Forces
18:26 China’s Misconceptions
24:38 Protests in China
26:00 US vs China Innovation
27:59 Digital Authoritarianism
34:49 Social Credit System?
36:51 Will China Collapse?
42:53 China & Crypto
47:59 China’s Capital Markets
49:46 Path to Wealth
54:29 Property Rights
58:49 Stock Price vs Productivity
1:02:35 The 1960s
1:04:56 …
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LIMITLESS: We Interviewed The Team Behind ChatGPT's #1 Feature
7 oktober 2025 · 26 min
OpenAI’s personalization leads, Christina Kaplan and Samir Ahmed map the shift from an “assistant with a notebook” to Pulse—the part of ChatGPT that quietly preps your day while you sleep. We unpack how short- and long-term memory work across sessions and why April’s subtle update changed the experience, show how daytime chats stay aligned with overnight prep, and close on the big questions: privacy, consent, and why this is an assistant/representative—not a digital clone. Lees meer
------
💫 LISTEN TO THE FULL EPISODE
https://pod.link/1813210890
https://youtube.com/watch?v=cDrllt2zn5M------
TIMESTAMPS0:00 Intro
1:03 Why Memory Mattered
6:00 User Reception
9:45 Under the Hood: Short vs Long Term
12:20 Behavior Shift & Data Strategy
20:26 What is Pulse?------
RESOURCESChristina Kaplan
https://x.com/ChristinaHartWSamir Ahmed
https://x.com/PageOfSamir------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Art of Spending Money: How to Get Rich and STAY Rich | Morgan Housel
6 oktober 2025 · 1 uur 23 min
How do you spend money in ways that actually make life better? Lees meer
Morgan Housel, author of the new book The Art of Spending Money, explores status vs. satisfaction, the hedonic treadmill, and why money’s best use is buying independence.
We also cover quiet compounding, a practical 15-stage path to financial freedom, when to spend vs. save, helping kids without spoiling them, and small experiments that raise the utility of every dollar.
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
🐂BULLISH | U.S. EXCHANGE LAUNCH
https://bankless.cc/bullish
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors------
TIMESTAMPS
0:00 Intro
2:29 Who’s The Book For?
5:49 There’s No Universal Formula
12:59 What People Want
19:36 Money as a Curse
22:03 Taking a Step Off
26:59 Holding vs Spending
30:26 Identity Traps
33:50 Secret to Contentment
37:32 External vs Internal Benchmarks
40:41 Making an Impact
42:37 Social Debt
50:51 Quiet Compounding
55:10 Financial Freedom
1:02:20 Money & Parenting
1:09:48 Balancing Saving & Spending
1:14:44 Small Purchases
1:16:59 Trying New Things
1:19:29 Morgan’s Financial Decisions
1:21:37 Closing & Disclaimers
------
RESOURCESMorgan Housel
https://x.com/morganhousel?lang=en
The Art of Spending Money
https://www.amazon.com/Art-Spending-Money-Simple-Choices/dp/0593716620
------
Not financial or tax advice. See our investmen…
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ROLLUP: Uptober Rally | Tom Lee $1B ETH Buy | Vanguard Flips to Crypto | Stripe Stablecoin Play
3 oktober 2025 · 1 uur 6 min
In this week’s Weekly Rollup, Uptober kicks off with Bitcoin and Ethereum surging toward all-time highs as Tom Lee drops another $1B into ETH and Vanguard finally opens its doors to crypto ETFs. Lees meer
We cover Stripe’s push to break the Tether–Circle duopoly with its new stablecoin platform, Cloudflare’s surprising entry into onchain payments, and Swift teaming up with Consensys on blockchain rails. Plus, Zcash rockets 200%, Ethereum’s Lighter perps exchange goes live, and Circle sparks debate with plans for reversible USDC.
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📣0G | CRYPTO X AIhttps://bankless.cc/OGAI
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🪙FRAXNET | MINT, REDEEM, EARN
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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle
🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast
🐂BULLISH | U.S. EXCHANGE LAUNCH
https://bankless.cc/bullish
💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
*We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors*
---
TIMESTAMPS & RESOURCES
0:00 Intro
3:38 U.S. Government Shutdown
https://www.bbc.com/news/articles/crrj1znp0pyo
7:13 Markets
https://x.com/pumatheuma/status/1973717212025553313 - ZK Szn??
https://x.com/CoinDesk/status/1971565473218113771
https://www.strategicethreserve.xyz/
https://www.bankless.com/read/news/another-week-another-buy-bitmine-stacks-234k-eth
https://x.com/Jrag0x/status/1972643353918677497
https://x.com/smyyguy/status/1971585912602796266
https://x.com/fundstrat/status/1972948825578131523
https://www.reuters.com/sustainability/boards-policy-regulation/us-regulators-probe-stock-moves-before-companies-made-crypto-treasury-2025-09-26/
24:57 Plasma nailed its go-to-market
https://x.com/Plasma/status/1972…
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The State of Authoritarian Tech | Steven Feldstein
2 oktober 2025 · 1 uur 23 min
Authoritarian regimes are upgrading their playbook — from surveillance cameras and spyware to algorithmic censorship and AI-driven policing. Steven Feldstein, senior fellow at Carnegie and author of The Rise of Digital Repression, joins Bankless to map the expanding world of repression technology.
We cover everything from Nepal’s protest movement to China’s sophisticated censorship stack, the global spyware industry, and the unsettling rise of predictive policing and AI in warfare. Along the way, Feldstein explains how financial repression and social credit systems extend state power into the economic sphere — and where crypto fits into the story of resistance. Lees meer📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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TIMESTAMPS0:00 Intro
1:54 The Toolkit of Digital Repression
4:22 Nepal Protests & Freedom Tech
13:32 China’s Integrated Control Playbook
19:48 Who Builds And Sells Repression
28:51 Vendors, Dual-Use, Governance Risks
36:04 Democracies Use These Tools Too
45:00 AI Supercharges Repression
51:57 Crushing Mobilization & 3.5% Rule
58:55 Blunt Backfires, Iran Copies China
1:07:43 How Repression Tech Spreads
1:13:29 Financial Repression, Crypto Workarounds
1:18:48 How To Resist, Practically
1:23:44 Closing Thoughts---
RESOURCESSteven Feldstein
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Was That the Top? Bitcoin, ETH, & Q4 Setup | Michael Nadeau's DeFi Report #6
30 september 2025 · 52 min
Is this really the cycle top, or just a reset before Q4 fireworks? Michael Nadeau from The DeFi Report joins Ryan to decode the latest onchain and macro data. We dig into Bitcoin’s key levels, ETH’s $4K line, and why September’s liquidation event might have cleared the path for new highs in Q4. Michael explains what a “mini alt season” tells us about dominance, where fresh capital could come from, and how to think about positioning ahead of year-end. Lees meer
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TIMESTAMPS0:00 Introduction to Crypto Fundamentals
1:43 Recapping the Summer Market
2:11 Analyzing the Mini Altcoin Season
6:54 Examining Long-Term Holder Behavior
7:35 Bitcoin vs. Altcoins: Market Dynamics
12:38 The Next Phase of the Cycle
14:41 Bitcoin's Critical Price Levels
17:12 Moving Averages: Key Indicators
20:40 Current State of the Altcoin Market
26:34 Insights on Ethereum’s Future
27:44 Liquidation Events and Market Sentiment
31:22 Understanding Global Liquidity
34:42 Macro Economic Outlook
38:41 Impact of Rate Cuts on Crypto
47:41 Future Capital Inflows into Crypto
49:37 Monitoring Market Cycles & Conditions
50:49 Closing & Disclaimers——————
Not financial or tax advice. See our investment disclosures here:
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