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Crypto vs. Banks: Who Controls America’s Money? | Summer Mersinger
29 september 2025 · 1 uur 5 min
Crypto vs. Banks — the proxy war for the future of money is heating up.
Summer Mersinger, CEO of the Blockchain Association and former CFTC Commissioner, joins Bankless to unpack the battle over the GENIUS Act, why banks are fighting to roll it back, and how stablecoins have become the frontline. From Elizabeth Warren’s fading influence to the $700M bank lobbying machine, we explore what’s really happening on Capitol Hill, the global stakes for stablecoins, and how upcoming U.S. policy could reshape innovation, regulation, and consumer freedom. Lees meer---
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TIMESTAMPS0:00 Intro
1:12 The GENIUS Act Victory
8:49 How Laws Really Get Made
16:17 The Bank Lobby vs. The Crypto Lobby
20:29 The Shifting Politics of Crypto
27:29 Will Banks Go Crypto?
33:10 International Dimension
37:14 CFTC, SEC, and Market Structure
52:26 DC Drama & Leadership Vacancies
55:42 Prediction Markets & Policy Battles
1:00:07 Looking Ahead to 2026
1:02:15 Closing Thoughts---
RESOURCESSummer Mersinger
https://x.com/SKMersingerBlockchain Association
https://x.com/BlockchainAssn---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Markets Down | Tether $500B Raise | South Park x Polymarket | Gensler Grilled
26 september 2025 · 1 uur 4 min
In this week’s Weekly Rollup, we break down “Downtemper” market moves as Bitcoin and Ethereum slide, and examine why Vitalik Buterin is calling low-risk DeFi Ethereum’s true backbone. We highlight Tether’s ambitious $500B raise, Polymarket’s mainstream moment on South Park, and Gary Gensler’s testy CNBC appearance. We also cover Paul Atkins’ push for pro-crypto regulation, the heated debate over whether Base should be regulated like Nasdaq, and the surprising deletion of 86 million bank accounts in Vietnam as digital ID mandates expand. Lees meer
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TIMESTAMPS & RESOURCES
0:00 Intro
4:16 Markets
https://x.com/PeterSchiff/status/1971193227807162797
https://x.com/tomleeupdates/status/197097365172296 1041
https://x.com/TheOneandOmsy/status/1969076691478696325
7:38 BitGo IPO
https://x.com/jseyff/status/1969143764535972186
9:51 Tether $500B Raise
https://www.reuters.com/business/crypto-firm-tether-eyes-500-billion-valuation-major-raise-round-bloomberg-news-2025-09-23
17:06 Polymarket / South Park
https://x.com/Polymarket/status/1970829572842065995
https://x.com/aleximm/status/1971063404308918630
https://x.com/Polymarket/status/1971137036863275056
https://x.com/martypartymusic/status/1970125767460950181
23:43 Gary Gensler / Paul Atkins / CFTC / Clarity Act
https://x.com/altcoindaily/status/1968814029943480623
https://www.foxbusiness.com/video/6379979495112
https://x.com/vronirwin/status/1969775136959270993
https://x.com/amandalfischer/status/1970254506374938992
https://www.coindesk.com/policy/2025/09/10/trump-s-cftc-hopeful-quintenz-takes-his-dispute-with-ty… -
What's Next for Crypto ETFs, ETFs vs DATs, Crypto ETF Explosion & Institutional Inflows | James Seyffart
25 september 2025 · 1 uur 24 min
James Seyffart from Bloomberg Intelligence joins to break down the state of crypto ETFs and their explosive growth. Lees meer
We cover the rise of Bitcoin and Ethereum ETFs, the debate between ETFs and DATs, and the institutional inflows reshaping the market. James explains how advisors, hedge funds, and sovereign wealth funds are participating, the regulatory hurdles around staking ETFs, and why basket products may be the next big wave.
We also explore the implications of tokenized ETFs, the S&P 500’s gatekeeping of crypto companies, and what to watch for in the coming months as approvals and new products hit the market.
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TIMESTAMPS
0:00 Intro
1:18 DATs vs ETFs
6:18 DATs Final Equilibrium
9:21 ETFs 1-Year Check-in
23:42 Crypto Indexes
30:41 ETF Approval Process
41:03 Solana ETF
44:17 BTC & ETH ETFs
56:11 What’s Driving the Price?
59:39 Crypto Companies in the S&P
1:07:17 Blackrock Tokenized ETFs?
1:13:59 Key Outcomes
1:19:14 Closing & Disclaimers
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RESOURCES
James Seyffart
https://x.com/JSeyff
https://www.linkedin.com/in/jamesseyffart
Bloomberg Intelligence
https://www.bloomberg.com/professional/products/bloomberg-terminal/research/bloomberg-intelligence/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Vitalik Declares DeFi Ethereum’s Killer App | Ryan & David
24 september 2025 · 1 uur 6 min
Vitalik Buterin just declared DeFi as Ethereum’s “killer app.” In his new post, he compares it to Google Search, the dependable core business that powers everything else. Lees meer
Ryan and David break down why Vitalik believes DeFi has finally earned this title, how it survived the volatility of the last cycle, and what it means for ETH as collateral, culture, and revenue. They cover the Google analogy, the risks DeFi has outgrown, and why this moment could define Ethereum’s future.
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TIMESTAMPS0:09 DeFi: Ethereum's Core Business
3:50 The Significance of Vitalik's Article
5:27 Vitalik's Perspective on DeFi Maturity
9:27 The Stability of DeFi vs. TradFi
12:20 Core Low-Risk DeFi Activities
14:47 DeFi's Global Accessibility
15:37 DeFi and Ethereum's Cultural Goals
17:56 Economic Contributions of DeFi
21:24 ETH as a Store of Value
26:05 The Noble Purpose of DeFi
30:48 Alignment of DeFi with Ethereum
34:45 Google Analogy: DeFi's Backbone
39:27 Vitalik's Pride in DeFi
41:49 Marketing Messages and Ethereum
1:04:37 Closing & Disclaimers------
RESOURCESVitalik’s Post
https://vitalik.eth.limo/general/2025/09/21/low_risk_defi.html------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Unbundling of Banks: How Stablecoins Change Everything | Charles Calomiris
22 september 2025 · 1 uur 35 min
What happens when stablecoins break apart the traditional business model of banks? Lees meer
Economist Charles Calomiris explains how the “unbundling” of payments and lending reshapes finance, why politics matter more than technology, and what this revolution could mean for the dollar’s future.
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TIMESTAMPS
0:00 What Are Banks?
7:56 Chartered Banking
30:44 The Unbundling
51:48 Stablecoin Yield Concerns
1:01:42 Death of The Dollar?
1:15:45 Stablecoins Abroad
1:20:52 Future of The Dollar
1:24:38 Dollar as a SoV
1:32:10 Are Stablecoins Winning?
1:36:30 Closing & Disclaimers
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RESOURCESCharles Calomiris
https://x.com/cwcalomiris
Fragile by Design (Charles' Book)
https://www.amazon.com/Fragile-Design-Political-Princeton-Economic/dp/0691155240/ref=sr_1_1?ie=UTF8&sr=8-1
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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ROLLUP: The Fed Lowered Interest Rates: What That Means For Crypto
19 september 2025 · 1 uur 7 min
In this Weekly Rollup, we discuss the implications of recent Federal Reserve rate cuts on crypto markets, exploring their potential benefits for Bitcoin and Ethereum. Lees meer
We highlight the SEC's easing of crypto ETF regulations, Tether's new compliant stablecoin, and SEC Chair Paul Atkins' vision for clearer regulations. Finally, we touch on how global finance is adapting to crypto innovations in Ghana and Nepal.
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TIMESTAMPS & RESOURCES0:00 Intro
3:24 Markets
https://fred.stlouisfed.org/series/FEDFUNDS
https://polymarket.com/event/fed-decision-in-october
https://x.com/CryptoMalfoy_/status/1968357964906979484
https://x.com/joechalom/status/1968383138943361374
https://x.com/CryptoHayes/status/1968060229805019140
https://x.com/GarrettGoggin/status/1967905389321535779
15:52 Solana DATS
https://x.com/zoomerfied/status/1967560072717869273
https://blockworks.com/analytics/treasury-companies/market-data
https://panteracapital.com/helius-hsdt-building-the-preeminent-solana-treasury/
https://x.com/AltcoinDaily/status/1967645702429044799
21:34 New ETF Standards
https://x.com/JSeyff/status/1968437645660352620
https://x.com/matt_hougan/status/1968432392726593686
26:00 Base Token
https://blog.base.org/the-state-of-base-at-basecamp-2025
https://x.com/base/status/1967602096360063341
https://x.com/brian_armstrong/status/1967602534601875734
https://x.com/coinbase/status/1967609260667535463
https://x.com/RyanSAdams/status/1968320893953933781
44:30 Tether USAT
https://x.com/USAT_io/status/1966520959713620001
48:25 Banking Lobby vs. Crypto
https://www.coindesk.com/opin… -
FinTech Meets Crypto: The Future of Global Payments | Simon Taylor
17 september 2025 · 1 uur 40 min
What if payment chains are the “AWS moment for money”? Lees meer
Simon Taylor — fintech veteran, ex-Barclays crypto lead, and author of FinTech Brainfood — joins Bankless to map the convergence of fintech and crypto. From stablecoins serving as the Trojan horse for tokenisation to Tempo’s push for a payments chain, Simon explains why finance is on the brink of its biggest infrastructure shift since Visa.
We cover the rise of payments L1s, the regulatory roulette of stablecoins, and whether neutrality and permissionlessness can survive in corporate-led networks. Plus, Simon breaks down the differences between stablecoins, tokenized deposits, and CBDCs — and explains why the future of finance is already being rebuilt on-chain.
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TIMESTAMPS0:00 Intro
4:28 FinTech Meets Crypto
9:47 The AWS Moment for Money
14:34 Why Payments Are Broken
21:25 Stablecoins in Action
25:59 The Rise of Payments Chains
38:11 Neutrality, Permissionlessness & The Libra Lesson
52:48 Stablecoins, Tokenized Deposits & CBDCs
59:08 The Stablecoin Boom Ahead
1:12:24 Is FinTech Becoming Crypto?
1:15:22 Tokenization Beyond Payments
1:36:25 Agents & AI Commerce
1:40:33 Closing Thoughts
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RESOURCESSimon Taylor
https://x.com/sytaylor/FinTech Brainfood
https://www.fintechbrainfood.com/---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Why Recessions Are Dead & How to Invest in The Debasement Era | Macro Investor Vincent Deluard
15 september 2025 · 1 uur 33 min
Why do recessions feel like a relic of the past? Lees meer
Macro strategist Vincent Deluard argues we’ve entered an era where fiscal dominance, structural inflation, and relentless asset debasement reshape how capital flows and how investors must position themselves.
We cover the U.S. supercycle, the role of tech and energy, why the “2% inflation target” is dead, and what a portfolio looks like in the age of permanent stimulus.
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TIMESTAMPS
0:00 Intro
3:33 The Next 10 Years
5:47 The Mind of a Pension Fund Manager
8:25 US Dominance
26:17 Dominance Shift
37:21 AI Bubble?
41:19 Inflationary Forces
52:40 Inflationista Thesis
58:36 Fiscal Dominance
1:03:38 Trump vs The Fed
1:09:41 Are Debt Cycles Inevitable?
1:12:26 Are Recessions Dead?
1:20:27 Portfolio Construction
1:26:21 Emerging Markets
1:33:45 Gold
1:37:42 Closing & Disclaimers
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RESOURCESVincent Deluard
https://x.com/vincentdeluard
StoneX
https://www.stonex.com/en/
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Not financial or tax advice. See our investment disclosures here:
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PREMIUM - Preston Van Loon, Uma Roy, DeFi Dave | David's Personal Research
13 september 2025 · 21 min
🏴 Access all episodes with Citizenship 🏴
https://www.bankless.com/premium Lees meer——
In this bonus episode of the Bankless podcast, we highlight insights from three guests featured in the Bankless premium feed. Uma Roy from Succinct discusses the Succinct Prover Network's role in enhancing Ethereum's transaction capabilities. Preston Van Loon outlines the upcoming hard forks Fusaka and Glamsterdam, along with essential privacy innovations. DeFi pioneer Dave from CapMoney presents a novel stablecoin model that combines yield-generating strategies with risk mitigation. Join us for a glimpse into the innovative advancements shaping the crypto world!——
TIMESTAMPS0:00 Intro
1:28 Uma Roy’s Insights on Succinct Prover Network
7:50 Ethereum Roadmap with Preston Van Loon
14:30 DeFi Innovations with DeFi Dave
20:11 Conclusion and Call to Action——
Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
ROLLUP: One Chart Determines if We're in a Bull or Bear Market
12 september 2025 · 1 uur 4 min
In the 2nd Weekly Rollup of Flat-tember, we discuss whether the crypto bull market is over amid rising unemployment and market uncertainty. We cover stablecoin competition for Hyperliquid partnerships, Justin Sun's frozen WFLI tokens, and Nasdaq's tokenized equities. With Ethereum leading in asset tokenization, they also reflect on lost SEC Chair Gensler's texts and the rise of DAOs, alongside major moves from Fidelity and Robinhood. Lees meer
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Bankless Weekly Rollup: 2nd Week of September, 2025---
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TIMESTAMPS & RESOURCES0:00 Intro
3:42 Markets
https://www.reuters.com/business/us-unemployment-rate-near-4-year-high-labor-market-hits-stall-speed-2025-09-05/
https://fred.stlouisfed.org/series/UNRATE
https://www.reuters.com/business/cooler-us-producer-inflation-hints-softening-demand-2025-09-10/
https://polymarket.com/event/fed-decision-in-september
https://thedefireport.io/research/markets-are-nearing-an-inflection-point#global-liquidity
https://x.com/EricBalchunas/status/1965381497936117794
https://x.com/SharpLinkGaming/status/1965385468360741042
https://x.com/DefiIgnas/status/1965412886731538686
https://x.com/amitisinvesting/status/1965031182443139242
https://blockworks.co/news/samani-expected-chairman-solana-treasury
https://x.com/smyyguy/status/1965054449212342629
https://blockworks.com/analytics/treasury-companies/market-data
https://x.com/RyanSAdams/status/1965118547052695588
https://beincrypto.com/fidelity-tokenized-treasury-fund-on-ethereum/
https://x.com/RyanSAdams/status/1965152999963328571
29:30 Justin Son WLFI Frozen
https://x.com/molly0xFFF/status/1963684142454894967
https://x.com/QuintenFrancois/status/1963882897909145937
https://www.coinge… -
Tokenized Stocks: The $100 Trillion Onchain Shift | Ondo Finance Ian De Bode & Nathan Allman
11 september 2025 · 1 uur 35 min
Ryan & David sit down with Ondo Finance’s Nathan Allman and Ian De Bode to map the path from stablecoins to tokenized treasuries to tokenized stocks. Lees meer
We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/5 primary markets with 24/7 secondary markets, Defi composability and liquidity at fair prices.
Ethereum and Ondo are leading a $100T onchain migration you can’t miss.
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TIMESTAMPS
0:00 Intro
5:55 Is Business Booming?
7:59 Are RWAs Inevitable?
12:50 Tokenized Treasuries
19:13 Tokenization Roadmap
24:17 Types of Tokenized Treasuries
31:40 What’s Holding the US Back?
37:08 Tokenized Stocks
41:04 Tokenized Stocks Liquidity
50:56 Property Rights
56:25 Is Permissionless Tokenization Possible?
1:04:32 24/7 Markets?
1:07:52 Ondo Global Markets
1:10:54 Why Ethereum?
1:12:08 Stocks Meet DeFi
1:19:26 What Chains will RWAs Settle On?
1:32:41 Is Wall Street Ready?1:34:29 What’s Next?
1:36:00 Closing & Disclaimers
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RESOURCESIan
https://x.com/iandebode
Nathan
https://x.com/nathanlallman
Ondo Finance
https://ondo.finance/
Ondo Global Markets
https://app.ondo.finance/
RWAs Overview
https://app.rwa.xyz/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Hyperliquid’s Rise: Revenue, Valuation & Risks | Michael Nadeau
10 september 2025 · 59 min
Hyperliquid is less than a year old, yet it’s already rivalling Ethereum and Solana in revenue. In this episode, Ryan and Michael from the DeFi Report dive deep into the rise of crypto’s hottest exchange: from its fair-launch token drop to its Binance-like UX, to why whales and builders can’t get enough of it.
We cover the project’s inception story, the ecosystem forming around HyperEVM, and the unique buyback model funnelling millions back into its token. Along the way, we unpack tough questions about valuation, decentralization, and regulatory risk.
Is Hyperliquid the future of on-chain trading or just another bull market phenomenon? Tune in for a full breakdown of the fundamentals, the risks, and the potential upside. Lees meer---
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TIMESTAMPS0:00 Intro
1:47 Hyperliquid’s Revenue Surge
6:33 Valuation Questions
13:42 Product Experience & Growth Flywheel
18:16 The Team Behind Hyperliquid
20:14 Ecosystem Expansion
24:33 Decentralization & Risks
33:34 Regulation, AML, and KYC
38:35 Tokenomics & Buybacks
49:18 Valuation Comparisons
57:15 Closing Thoughts---
RESOURCESMichael Nadeau
https://x.com/JustDeauItThe DeFi Report
https://x.com/the_defi_reportHyperliquid (HYPE)
https://x.com/HyperliquidX---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Stripe’s Trillion-Dollar Bet: How Stablecoins Eat Global Payments | Founder of Bridge Zach Abrams
8 september 2025 · 1 uur 32 min
Zach Abrams—co-founder of Bridge, acquired by Stripe—joins Ryan to unpack Stripe’s stablecoin strategy and why tokenized dollars are poised to devour global payments. Lees meer
We cover Bridge’s sale to Stripe, how “fiat L1 / stablecoin L2” rails unlock faster, cheaper cross-border payouts (from startups to government aid), the case for many issuer- and app-specific stablecoins with better yield sharing, and what the Tempo chain targets for payment-scale throughput, privacy, and finality.
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TIMESTAMPS
0:00 Intro
6:28 Zach’s Founder Arc
15:47 Fintech x Crypto Convergence
18:55 Founding Bridge in the Dark Times
22:42 Traditional Payment Inefficiencies
26:21 Bridge 101
42:00 Traditional Bank Pushback
42:17 Stablecoin Treasuries
50:22 Post-Genius Stablecoin Market
59:27 Fintech in 5 years
1:05:01 Tempo L1
1:13:30 Too Many Blockchains
1:17:25 Exiting TradFi
1:20:49 Getting Stablecoins to Trillions
1:25:28 Stripe x Crypto
1:29:44 AI Stablecoin Users
1:32:32 Closing & Disclaimers
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RESOURCESZach Abrams
https://x.com/zcabrams
Tempo
https://tempo.xyz/
Bridge
https://www.bridge.xyz/
Stripe
https://stripe.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: ETH Hits All Time High, But Will It Stick?
5 september 2025 · 1 uur 3 min
In this episode, we discuss Ethereum's rise past $4,780 and co-host David Hoffman's insights from Burning Man. We explore Ethereum's treasury dynamics, the debut of the World Liberty Financial Token, and potential Bitcoin and Ethereum listings on major exchanges. The episode also covers advancements in tokenized securities, competition in prediction markets, and the quirky rise of tokenized Pokémon cards. Join us for a concise look at the latest in crypto! Lees meer
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🎩DEGEN | JOIN THE COMMUNITY
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TIMESTAMPS & RESOURCES0:00 Burning Man
7:30 Markets
https://thedefiant.io/news/markets/bitcoin-august-all-time-high-above-usd124k-could-be-cycle-top-coingecko
https://www.theblock.co/post/369477/ethereums-monthly-spot-volume-tops-bitcoin-trading-on-centralized-exchanges-for-first-time-in-over-7-years
https://x.com/RyanSAdams/status/1962945359988035865
https://www.theblock.co/post/369497/nasdaq-tightens-scrutiny-of-companies-raising-cash-to-buy-crypto-report
https://x.com/intocryptoverse/status/1963240688146948108
https://x.com/intocryptoverse/status/1962989752455700874
32:00 WLFI Dropped
https://x.com/DonaldJTrumpJr/status/1962485085896323466
https://x.com/worldlibertyfi/status/1960068943562870830
https://www.coingecko.com/en/coins/world-liberty-financial
https://governance.worldlibertyfinancial.com/t/proposal-use-100-of-wlfi-treasury-liquidity-fees-for-buyback-burn/41226
https://x.com/worldlibertyfi/status/1962648359681839381
https://x.com/NateGeraci/status/1962634267764166743
https://mail.blockworks.com/p/wlfi-the-token-is-the-product
https://x.com/jchervinsky/status/1962884341626773959
38:30 Tempo
https://x.com/matthuang/status/1963633379284587017
https://x.com/zcabrams/status/1963640969… -
Debate: Is Ethereum Ready for Real World Assets? | Omid Malekan vs Austin Campbell (Crypto Professors)
3 september 2025 · 1 uur 29 min
Austin Campbell (NYU) and Omid Malekan (Columbia) debate a simple question: is Ethereum ready to host real-world assets? Lees meer
They walk through stress tests—what if an exchange is hacked, a stablecoin breaks, or a court order targets the chain—and whether the network should ever step in.
You’ll hear where they agree and disagree, what protections are realistic today, and what still needs to be built before RWAs can scale.
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TIMESTAMPS
0:00 Intro
6:13 Twitter Debate Genesis
8:58 Bybit Hack
17:56 Crypto vs RWA Immutability
29:29 Ethereum Validator Intervention
33:11 Dealing with Multiple Jurisdictions
52:23 Credible Neutrality for a Multipolar World
1:00:32 Blockchain Use Cases
1:13:40 Consortium Chains
1:24:57 Closing Arguments
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RESOURCESOmid Malekan
https://x.com/malekanoms
https://www.omidmalekan.com/
Austin Campbell
https://x.com/campbelljaustin
https://zero-in.beehiiv.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
From BlackRock to Ethereum: Betting It All on ETH | Joseph Chalom
1 september 2025 · 1 uur 31 min
What does BlackRock’s former crypto lead see in Ethereum that others still miss? Joseph Chalom joins Bankless to take us inside the IBIT/ETHA ramp, why BUIDL launched on Ethereum mainnet, and the simple—but powerful—framework he uses to value ETH as “high-octane money.” We break down staking inside ETFs, the tokenization roadmap from stablecoins to the S&P in your wallet, and the real mechanics of ETH treasury companies—mNAV premiums, ATMs, converts, and the transparency metrics that matter. Less hype, more architecture: if security, liquidity, and 24/7 settlement are the future, this is the bridge. Lees meer
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https://bankless.cc/degen---
TIMESTAMPS0:00 Intro
3:53 Larry Fink’s arc: skeptic to champion
9:15 Joseph’s crypto journey
18:09 Aladdin × Coinbase Prime
20:55 Building IBIT
24:28 ETHA & ETH ETF staking approval
36:04 Tokenization roadmap & magnitude
44:48 SharpLink’s ETH bet
50:13 Ether as “high-octane money”
58:54 Beyond ‘buy and hold’
1:03:11 ETH vs BTC treasuries
1:06:09 Radical transparency
1:10:31 mNAV, ATMs & buybacks
1:19:10 Where’s the price impact?
1:25:32 How many treasuries win?
1:29:25 Closing thoughts---
RESOURCESJoseph Chalom
https://x.com/joechalomSharplink
https://www.sharplink.com/---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: ETH ATH! | U.S. Gov Onchain GDP | Google’s L1 | Hyperliquid Prints | EU Digital Euro?
29 augustus 2025 · 1 uur 6 min
On this week’s Weekly Rollup, Ryan and Haseeb debate if ETH’s new all-time high signals the top or just the start, with whales rotating from BTC into ETH and alt season heating up. Powell hints at rate cuts, ETFs keep pulling billions, and Tom Lee’s billion-dollar ETH bet takes center stage while treasury premiums sink. Meanwhile, Google teases an L1, Hyperliquid outpaces Robinhood, and Europe floats a digital euro, setting up another pivotal week in crypto.
--- Lees meer📣RONIN “ONCHAIN NINTENDO” | DOWNLOAD THE RONIN WALLET
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---
TIMESTAMPS & RESOURCES
0:00 Intro
0:38 Big Sean Crypto
https://x.com/altcoindaily/status/1960753873376961031
3:20 Powell’s speech last week
https://www.nbcnews.com/business/economy/powell-opens-door-potential-rate-cut-speech-jack
https://x.com/FinanceLancelot/status/1958934829082583312
https://x.com/Cointelegraph/status/1958907551442993491:
https://x.com/charliebilello/status/1958910251819786478
https://x.com/AnnaEconomist/status/1958923556680536487
9:10 Markets
https://x.com/JSeyff/status/1959982000804442559
https://x.com/BanklessHQ/status/1958941150041317514
https://x.com/speculatorart/status/1960322107864141966
https://www.coindesk.com/markets/2025/08/25/bitcoin-flash-crash-triggers-usd550m-in-sunday-l
https://x.com/JacobKinge/status/1959724849598718428
https://x.com/lookonchain/status/1958767845934080277
https://x.com/woonomic/status/1960442328604200987
24:53 HYPE Crushing it - competitive with major exchanges
https://x.com/cointelegraph/status/1960379396927213990
https://blockworks-research.beehiiv.com/p/is-hype-still-cheap-8541fea8eaae3e65
https://x.com/infinitybanyan/status/1960373080389304611
34:55 SOL DATs are coming - 3 of em!
https://x.com/matthew_sigel/status/1959942140500365564
https://x.com/SolanaFloor/statu… -
ETHZilla: Ethereum Treasury Strategy | McAndrew Rudisill & Avichal Garg
27 augustus 2025 · 1 uur 30 min
ETHZilla wants to turn ETH into Wall Street’s new reserve asset, and they’ve built a plan to do it. Ryan sits down with Avichal Garg (Electric Capital) and Mac Rudisill (ETHZilla) to unpack why ETH treasuries exploded this cycle, how credit markets (converts, preferreds, and debt) supercharge accumulation, and why stablecoins → DeFi → ETH forms a flywheel that turns Ether into high-quality collateral. We dig into leverage discipline, mNAV premiums, operational security, and the business math that makes an ETH treasury look more like Berkshire than a hype trade. Plus: can this wave trigger a DeFi after-boom, and what does “winning” actually mean for ETHZilla? Lees meer
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TIMESTAMPS0:00 Intro
3:53 Catching Tom Lee and Peter Thiel Backing
7:53 Treasury vs. ETF vs. Just Holding ETH
11:58 Why Treasuries Are Booming
16:51 New Debt Instruments & Appetite
22:00 Leverage, Rehypothecation & Risk Controls
29:50 The Big Unlock: ETH as High-Quality Collateral
34:35 Stablecoins → DeFi → ETH Flywheel
38:55 “ETH Is the Next Bitcoin?”
54:51 Why ETH Lagged BTC
56:05 ETH vs BTC Treasuries: Yield Surface
1:01:33 Why Electric Capital Runs Deployment
1:03:45 Buy Rules: Time vs. Price
1:09:00 Attention Matters: Spokesperson & Community
1:13:24 What “Winning” Looks Like for ETHZilla
1:17:59 Where Are We in the Cycle?
1:26:12 DeFi Afterboom?---
RESOURCESMaria Shen’s “Beyond Stablecoins” Report
https://x.com/MariaShen/status/1942658782439395815---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Will Crypto Peak in 2025 or 2026? Onchain Data Signals | Michael Nadeau’s DeFi Report #5
26 augustus 2025 · 57 min
Crypto cycles have always topped on a four-year rhythm, but are we heading for a Q4 2025 peak or an extended run into 2026?
Michael Nadeau from The DeFi Report joins Ryan to break down the onchain and macro signals shaping this cycle. We cover Powell’s dovish pivot at Jackson Hole, global liquidity trends, and why loosening bank lending standards could fuel risk-on markets. Michael explains how whale Bitcoin selling, ETH’s breakout, and muted altcoin flows fit into the bigger cycle map. Finally, we dive into portfolio strategy, from core holdings to high-beta “hot sauce” bets, and why holding fewer, higher-conviction assets is the edge most investors miss.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io
https://thedefireport.io/research/how-many-assets-should-you-hold-in-a-crypto-portfolio#closing-thoughts Lees meer------
📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY
http://bit-digital.com------
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TIMESTAMPS
0:00 Intro
3:01 Global Liquidity Insights
6:44 Market Valuations Discussion
9:53 Lending Standards & Bank Activity
11:49 Powell's Impact on Markets
15:34 Inflation and Market Psychology
17:38 Bitcoin Fear and Greed Index
18:58 Long-term vs Short-term Holders
22:45 Realized Price vs Market Value
26:34 Altcoin Market Dynamics
31:19 Extended Cycle vs Classic Cycle
35:06 Portfolio Construction Strategies
39:27 Core vs Non-Core Asset Holdings
43:10 High Beta Assets Explained
45:54 Cash Allocation Strategies
54:05 Upcoming Research and Reports
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
We’re Still Early to The Institutional Crypto Cycle | Eric Peters, CIO Coinbase Asset Management
25 augustus 2025 · 1 uur 53 min
Eric Peters, CIO of Coinbase Asset Management joins Ryan to chart how crypto matured to today’s institutional market with deep liquidity, ETF rails, and stablecoin clarity. Lees meer
They unpack why Wall Street is leaning in, why the next wave is digitally native issuance of treasuries, bonds, and equities on Ethereum, and how macro tailwinds (fiscal dominance, Fed–Treasury convergence, AI-driven productivity) intersect with crypto’s reflexivity.
Risks and realities aren’t ignored—over-financialized “treasury companies,” security lapses, and policy whiplash—plus a 12–18 month roadmap of real on-chain use cases as pensions and sovereigns start arriving.
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------
TIMESTAMPS
0:00 Intro
5:55 Throwback to 2020
9:29 Institutional Infra: Before & After
11:47 Institutional Adoption: Before & After
15:57 TradFi ETF Incentives
19:07 Did Crypto Become Consensus?
22:45 Balancing Conviction & Change of Opinion
28:20 The Story of Money
33:19 Institutional Understanding
37:57 Is Crypto Too Big to be Shut Down?
43:44 Operation Chokepoint Takeaways
49:18 Crypto Regulation 180
56:13 Working with Different Jurisdictions
1:04:05 The Future of Tokenization
1:10:10 Crypto ETFs Aftermath
1:18:32 How High Can Crypto Go?
1:32:23 Treasury Companies
1:38:27 Eric’s Macro Trades
1:44:18 What Could Go Wrong?
1:48:04 Coinbase Asset Management
1:53:34 What’s Next?
1:54:52 Closing
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RESOURCESEric Peters
https://www.linkedin.com/in/charlesericpeters/
Coinbase Asset Management
https://www.cbassetmgmt.com/
One River Asset Management
https://www.oneriveram.com/Last Eric Peters interviews
https://www.youtube.com/watch?v=z8oocKy3IwU
https://www.youtube.com/watch?v=NMPiGjxdH0E…
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ROLLUP: Market Top? | $3B ETH ETFs | Saylor Minting Shares | Fed Turns Bullish
21 augustus 2025 · 1 uur 3 min
On this week’s Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH ETFs pull in over $3B as Tom Lee buys and Saylor mints more MicroStrategy shares, yet prices remain stuck and treasury premiums compress. Meanwhile the Fed signals a pro-crypto shift, Wyoming unveils a state stablecoin, and New York threatens new taxes, setting up another pivotal week in crypto. Lees meer
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---
TIMESTAMPS & RESOURCES
0:00 Intro
0:10 What if $124,000 was the cycle top and there won’t be an altseason?
https://x.com/QuintenFrancois/status/1957893416282648646
5:10 Markets
https://x.com/TheStalwart/status/1958179878940901700
https://x.com/TheStalwart/status/1958179988802302124
https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html
https://www.theverge.com/ai-artificial-intelligence/759965/sam-altman-openai-ai-bubble-interview
https://www.tradingview.com/chart/1RYLG2gC/
https://finance-commerce.com/2025/08/fed-rate-cut-debate-jobs-inflation/
https://polymarket.com/event/fed-decision-in-september?tid=1755697973403
https://farside.co.uk/eth/
https://x.com/hildobby/status/1957489251890962578
https://x.com/Cointelegraph/status/1957491638671949895
21:12 Treasuries keep buying…but mNAV losing it’s premium.. Is the treasury meta over?
Bitmine became the 2nd largest crypto treasury
https://x.com/SERdotxyz/status/1957417581138288945
https://x.com/arkham/status/1956387897830965711
https://x.com/RyanSAdams/status/1957849710678384977
https://www.strategicethreserve.xyz/
https://x.com/Cointelegraph/status/1957623767443587218
https://w…
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Who Really Controls the Dollar? | Jeff Snider
20 augustus 2025 · 1 uur 17 min
What if everything you thought about the dollar was wrong?
Monetary historian Jeff Snider joins Bankless to deliver a radical thesis: the Federal Reserve doesn't control the U.S. dollar; a sprawling offshore system of interbank ledger money does. This hidden network, known as the Eurodollar system, is the real engine of global finance, and it’s been breaking down for over 15 years.
In this episode, we unpack how Eurodollars work, why the Fed lost control, the eerie similarities between stablecoins and shadow banking, and why Jeff sees a “Silent Depression,” masked by asset booms but driven by deflationary forces.
If you’ve been bullish on crypto because of debasement fears, Jeff’s counter-narrative might challenge everything you believe. Lees meer---
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TIMESTAMPS0:00 Intro
5:30 Who’s Actually in Charge of the Dollar?
12:55 Stablecoins vs. Eurodollars
21:19 Did the Fed Ever Have Control?
30:02 Eurodollar Demand & Market Forces
38:24 What Backs a Eurodollar?
46:38 The Silent Depression Since 2008
52:58 From Fed Power to $6 Trillion Lost
58:45 Jeff’s Portfolio Thesis
1:05:24 “There’s No Debasement”
1:14:19 The Jeff Snider Portfolio------
RESOURCESJeff Snider
https://x.com/JeffSnider_EDUEurodollar University
https://www.eurodollar.university/---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
LIMITLESS: Aravind Srinivas: Perplexity CEO’s All-In Gamble to Take Down Google
19 augustus 2025 · 1 uur 10 min
Perplexity CEO Aravind Srinivas joins the show to explore how AI agents, personalization, and new browsing models could transform the internet experience. Lees meer
From replacing mundane workflows with proactive assistance to envisioning a fully AI-native operating system, Aravind shares his long-term vision, the thinking behind Perplexity’s new Comet browser, and why curiosity will remain humanity’s most valuable skill in the AI era.
We also dive into competing with Big Tech, protecting users from AI-generated “slop,” and the architectural choices that make AI-assisted browsing faster, more reliable, and more personal.
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💫 LIMITLESS | SUBSCRIBE & FOLLOWhttps://limitless.bankless.com/
https://x.com/LimitlessFT
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------
TIMESTAMPS
0:00 Intro
9:58 Curiosity as the Key Human Advantage
15:26 From Keywords to Questions
21:35 Personalization and Agency in Browsing
27:13 Keeping Humans in the Loop
32:30 Why People Love Perplexity
38:35 Comet - The AI Browser
47:24 The Browser vs. Agent Debate
57:16 Competing with Big Tech
1:01:26 The OS Endgame
1:08:48 Closing Thoughts
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RESOURCESAravind Srinivas
https://x.com/AravSrinivas
Perplexity
https://www.perplexity.ai/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Why Passive Investors Lose | Contrarian Investor Michael Green
18 augustus 2025 · 1 uur 35 min
Contrarian strategist Michael Green lays out why “passive” isn’t passive at all—it’s a flow-driven algorithm, turbocharged by policy, that funnels capital into mega-caps, starves small caps, and raises the odds of market non-clearing shocks. Lees meer
We unpack Sharpe’s arithmetic vs. rebalancing reality, lessons from Volmageddon, the aging of investor cohorts, why stress may be deflationary before inflationary, and how to “doom-proof” a portfolio with assets that throw off cash (including overlooked duration/TIPS and munis).
Michael also separates crypto’s burn-it-down narrative from its true promise: tokenized, programmable securities that fix TradFi’s paper plumbing.
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------
TIMESTAMPS
0:00 Intro
4:52 Finance Twitter vs Crypto Twitter
6:42 Fundamentals vs Narrative
9:53 Passive Index Investing
22:12 Message for Passive Investors
28:43 Market Cap vs FDV
30:23 Large Cap Dominance
40:45 Other Distortions
43:40 Volmageddon
50:14 Demographics
55:17 Passive Doom-Proof Portfolio
1:04:15 Currency Collapse
1:09:51 Gold & Precious Metals
1:15:58 Bitcoin vs Gold
1:18:29 Ray Dalio Debt Cycles
1:22:43 Stablecoins & Tokenization
1:28:53 Message to the Listeners
1:34:32 Action Items
1:35:28 Closing & Disclaimers
------
RESOURCESMichael Green
https://x.com/profplum99
Michael’s Substack
https://www.yesigiveafig.com/subscribe?coupon=879f4ac8
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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ROLLUP: BTC ATH & ETH Near ATH | Stripe & Circle L1s | Monero 51% Attack
15 augustus 2025 · 1 uur 6 min
On this week’s Weekly Rollup, ETH flirts with ATH while BTC tags a new one, PPI spooks then fades? Ryan and david dig into a $1B ETH ETF day, Tom Lee’s 1M ETH treasury, and the ETH/BTC setup. Also, Stripe and Circle launch L1s, Coinbase routes Aerodrome in-app, Uniswap’s Wyoming DUNA and fee switch path, Monero’s 51% attack, plus quick hits on Do Kwon and bank pushback on the Genius Act. Lees meer
---
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TIMESTAMPS & RESOURCES
0:00 Intro
4:01 PPI Volatility & Markets
https://x.com/fundstrat/status/1955995766742192612
https://x.com/fundstrat/status/1955992342453772783
https://polymarket.com/event/fed-decision-in-september?tid=1755177801833
https://x.com/DegenerateNews/status/1955763404733603857
https://companiesmarketcap.com/assets-by-market-cap/
https://x.com/CoinMarketCap/status/1955457154686849099
https://x.com/nilesh_rohilla/status/1954190478712164631
https://www.theblock.co/post/366734/standard-chartered-analysts-raise-ethereum-year-end-price-target
https://farside.co.uk/eth/
https://x.com/NateGeraci/status/1955100618088972649
https://decrypt.co/334366/harvard-116-million-blackrock-bitcoin-etf
https://x.com/BitcoinPierre/status/1955433791805329825
https://x.com/BitcoinPierre/status/1955493635119780321
https://x.com/brian_armstrong/status/1955980017315295514
https://www.cnbc.com/2025/08/13/crypto-exchange-bullish-more-than-doubles-in-nyse-debut-after-pricing-ipo-above-expected-range.html
https://x.com/hosseeb/status/1955815228245205461
https://x.com/RyanSAdams/status/1954876419261010119
https://x.com/tedpillows/status/1955283896049807480?
https://www.strategicethreserve.xyz/
https://x.com/CryptoGucci/status/1955339759917646012
https://www.bankless.com/read/ethzilla-shares-surge-after-pet… -
Roman Storm Verdict: A Turning Point for DeFi | Jake Chervinsky & Amanda Tuminelli
13 augustus 2025 · 57 min
Jake Chervinsky and Amanda Tuminelli join us to unpack the Roman Storm verdict—what it means for DeFi, why Section 1960 is a looming threat to open-source developers, and the strong grounds for appeal. Lees meer
We discuss the legal, political, and legislative paths forward, the role of Congress in protecting developers, and how the crypto industry can mobilize to prevent future prosecutions.
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------
TIMESTAMPS
0:00 Intro
0:24 Verdict First Impressions
4:22 Was it Successful?
6:26 Second Trial?
9:47 Money Transmitter Debate
15:20 Optimistic Setup?
19:56 Levels of Precedent
26:04 What’s Next?
30:26 Crypto Industry Agency
34:01 Regulatory Acts
37:33 Two Paths
44:35 Trump Administration
49:02 Upcoming Administrations
53:45 Call to Action
56:55 Closing & Disclaimers
------
RESOURCESJake Chervinsky
https://x.com/jchervinsky
Amanda Tuminelli
https://x.com/amandatums
DeFi Education Fund
https://www.defieducationfund.org/
Fund Roman Storm
https://freeromanstorm.com/
Fund Alex Pertsev
https://juicebox.money/v2/p/713
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Ethereum's Next Decade | Vitalik Buterin
11 augustus 2025 · 1 uur 59 min
Ethereum just turned 10, and Vitalik Buterin returns to reflect on the last decade—and where it’s headed next. Lees meer
In this conversation, Vitalik shares what surprised him most about Ethereum’s growth, the hard lessons from challenges like The DAO and NFTs, and what he’d do differently if starting again.
We explore Ethereum’s evolving cultural identity, privacy as a core value, the tradeoffs between L1 and L2, and how Vitalik envisions Ethereum surviving an AI-dominated future.
------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-ethereums-next-decade-vitalik-buterin------
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TIMESTAMPS0:00 Intro
0:52 Ethereum’s First 2 Years
2:25 Ethereum’s Top Contributions
4:18 Biggest Surprises
7:37 What Took Longer than Expected
9:05 Overcoming Challenges
11:03 Lesson for Younger Vitalik
15:53 Bitcoin vs Ethereum
18:49 Ethereum’s Cultural Evolution
32:11 Privacy on Ethereum
37:42 Nation State Resistant Privacy
43:03 Cypherpunk vs Mainstream
56:05 World Ledger
59:09 Ethereum in 2024
1:02:23 Changes in the Ethereum Foundation
1:10:10 Economic Alignment
1:16:38 Scaling the L1
1:31:21 Ethereum’s Barbell Strategy
1:39:28 Ethereum Nationalism
1:48:28 ETH Treasuries
1:55:19 The Next 10 Years for Ethereum
1:59:35 The Next 10 Years for Vitalik
2:01:25 The Next 10 Years for Bankless
2:02:52 Closing & Disclaimers------
RESOURCESVitalik Buterin
https://x.com/VitalikButerin2021 Endgame
https://vitalik.eth.limo/general/2021/12/06/endgame.htmlConvex and Concave Dispositions
https://vitalik.eth.limo/general/2020/11/08/concave.html------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: $3B ETH Whale | Roman Storm Verdict | Trump 401(k) Crypto Order
8 augustus 2025 · 1 uur 1 min
On this week’s Weekly Rollup, Ryan and David cover Tom Lee’s $3B ETH buying spree at 12x Michael Saylor’s pace, the race to become the top Ethereum treasury, and whether these companies are a buy or not. They also discuss the Roman Storm verdict, Trump’s surprise $8.7T 401(k) crypto order, and Arthur Hayes selling millions in ETH. Plus, Base’s 33-minute outage, the launch of Succinct’s ZK prover network, and the SEC declaring liquid staking tokens are not securities. Lees meer
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---
TIMESTAMPS & RESOURCES
0:00 Intro
6:17 Markets
https://www.cbsnews.com/news/jobs-report-today-july-2025-economy-tariffs-trump-doge/
https://x.com/CryptoHayes/status/1951510939469292023
https://x.com/EricBalchunas/status/1952346941523701954
https://x.com/MitchellHODL/status/1948779978579214777
https://x.com/cburniske/status/1953240847669182937
13:05 Tom Lee becomes the largest crypto holder
https://x.com/WhaleInsider/status/1952386215975469242
https://www.tradingview.com/chart/1CDu50yK/?symbol=AMEX%3ABMNR
https://x.com/RyanSAdams/status/1952386046206890262
https://youtu.be/iClsnZ1KYSk?si=Ko99PtLiTCiJ_Q-O
https://x.com/fabdarice/status/1953110071493439604
https://www.strategicethreserve.xyz/
https://x.com/NateGeraci/status/1953272814422937941
https://blockworks.co/analytics/treasury-companies/market-data
https://www.theblock.co/post/365645/mei-pharma-litecoin-treasury-strategy-charlie-lee-gsr
25:31 Roman Storm’s case came to the end
https://x.com/SDNYnews/status/1953196594876301702
https://x.com/valkenburgh/status/1953149843565605015
https://x.com/katiebiber/status/1953235191893549123
https://x.com/jchervinsky/status/1953142247504908496
https://x.com/RyanSAdams/status/1953147290165641407
https://www.youtube.com/wat… -
The Roman Storm Verdict | Peter Van Valkenburgh & David Morris
7 augustus 2025 · 1 uur 19 min
Welcome to BanklessTV, featuring Peter Van Valkenburgh from Coin Center and David Morris of The Rage, freshly back from the SDNY courtroom with the inside scoop on the Roman Storm verdict. In this episode we unpack the split decision—how Storm beat the money-laundering and sanctions-evasion counts yet was found guilty on the hot-button “unlicensed money-transmission” charge—and what that single conviction means for every non-custodial developer in crypto. Peter breaks down the legal tightrope between FinCEN guidance and DOJ prosecution, outlines three clear appeal paths (including the Blockchain Regulatory Certainty Act), and explains why Roman’s case could still become a rallying point for financial-privacy legislation. David shares firsthand color from the trial: jury deadlocks, high-stakes witness drama, and the emotional moment Storm walked free to see his daughter. Join us to hear why this verdict is both a wake-up call and an opportunity, what Congress, the courts, and the next administration might do next, and how the outcome could reshape DeFi, privacy tech, and open-source innovation for years to come. Lees meer
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TIMESTAMPS0:28 Introduction to the Roman Storm Case
0:58 Reflections on the Verdict
3:37 Understanding the Charges
4:07 Breakdown of the Conspiracy Counts
8:40 The Sentencing Landscape
9:29 Courtroom Atmosphere and Reactions
11:18 The Appeal Process
15:20 Roman's Optimism After the Verdict
17:08 Legal Standards and Implications
21:58 The Role of FinCEN Guidance
26:03 The Bigger Picture for DeFi
29:25 Jury Dynamics Explained
34:08 Optimistic Outcomes and Future Paths
36:25 Legislative Changes Ahead
39:54 The Potential for Re-prosecution
47:43 The Impact of… -
The World’s Largest ETH Holder - Tom Lee on Treasuries, Ethereum Dominance, and Wall Street
6 augustus 2025 · 1 uur 3 min
In this episode, we talk with Tom Lee, chairman of Bitmine, about the rapid growth of his ETH treasury company and its goal to secure 5% of the total ETH supply. Lees meer
Tom believes Ethereum could surpass Bitcoin in value, forecasting potential prices between $4,000 and $15,000. We discuss market dynamics, risks of excessive leverage, and his insights on valuing Ethereum and NFTs like Pudgy Penguins.
Tune in for key insights into Ethereum’s future and Wall Street’s role in crypto.
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📣 LISTEN TO THE EXCLUSIVE DEBRIEF:
https://www.bankless.com/podcast/debrief-tom-lee-treasury
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------
TIMESTAMPS
0:00 Intro
2:57 The Rise of ETH Treasuries
8:27 The 5% ETH Strategy
12:08 The Role of Ethereum in Wall Street
17:57 Accumulating More ETH
26:39 Wall Street's Misunderstanding of Crypto
29:41 Ethereum's 2017 Moment
37:09 The Potential for 100x
45:52 Estimating ETH's Value
50:08 Navigating Market Risks
59:36 Closing Thoughts on Ethereum
------
RESOURCES
Tom Lee
https://x.com/fundstrat
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Should I Buy ETH Treasuries? Early Stage Greed Cycle? | Michael Nadeau’s DeFi Report #4
5 augustus 2025 · 52 min
Public companies are racing to lock ETH onto their balance sheets, but is this the spark for a late-cycle greed run or a setup for a painful reversal? Lees meer
Mike Nadeau from The DeFi Report joins Ryan to unpack the ETH treasury boom, explain how staking yield and convertible debt amplify reflexivity, and show why onchain signals place us around 9 p.m. on the market clock. We examine surging DEX volumes, record stablecoin supply, and the alt-season gauges that could send ETH to new highs. Finally, we outline the risks of leverage, premium flips, and the exit strategy smart investors are already planning.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io
------
📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY
http://bit-digital.com
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------
TIMESTAMPS
0:00 Intro
0:48 Bullish on ETH Treasury Companies
4:47 The Tom Lee Effect
11:48 Why ETH Outperforms Bitcoin
17:50 The Impact of ETH on DeFi
19:15 DeFi Summer 2.0?
24:53 Evaluating ETH Treasury Companies
28:25 Picking the Right Treasury Company
32:30 Navigating Risks in the Market
35:07 Signs of Market Overheating
38:03 Indicators of Market Sentiment
42:07 Analyzing Active Loans in DeFi
45:56 Assessing the Current Market Cycle
48:43 The Launch of TDR Pro
51:48 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Ben Cowen: Ethereum Season Is Here | How Far Can ETH Go?
4 augustus 2025 · 52 min
Ethereum has flipped the switch.
After years of underperformance, ETH is showing decisive momentum, not just in USD terms, but against Bitcoin and the broader altcoin market. In this episode, Ben Cowen returns to break down what’s changed, why ETH may be on a path to new all-time highs, and what its dominance means for the rest of the cycle.
We explore ETH’s regression bounce, ETHBTC targets, the fading strength of altcoins, and how market narratives tend to follow price, not the other way around. Ben also lays out his roadmap for the coming months and shares why this phase might be “Ethereum season,” not just in name, but in structure.
For anyone navigating crypto in 2024–2025, this is essential context. Lees meer------
📣 INTO THE CRYPTOVERSE | GET 10% OFF
https://intothecryptoverse.com/ref/bankless/------
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https://bankless.cc/Mantle------
TIMESTAMPS0:00 Intro
3:40 ETH Coming Home
14:13 Why ETH Outperforms Now
18:51 What ETH Season Actually Looks Like
24:48 ETHBTC Targets & USD Projections
29:25 Price First, Narrative Later
32:27 Bitcoin Risks & the Flippening Hypothetical
36:17 Ben’s Market Timeline
43:36 ETH Treasury Narrative Flip
48:11 Where’s the Alt Season?------
RESOURCESBen Cowen
https://x.com/intocryptoverseBen’s Channel
https://www.youtube.com/@intothecryptoverseInto The Cryptoverse
https://intothecryptoverse.com/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: SEC Announces "Project Crypto." This Changes Everything.
1 augustus 2025 · 1 uur 4 min
We’re joined by Haseeb Qureshi from Dragonfly Capital to discusses the SEC's Project Crypto and its impact on the crypto landscape. Lees meer
We celebrate Ethereum's 10th birthday, reflect on its growth, and analyze the ongoing trial of Roman Storm linked to Tornado Cash.
The episode also covers the launch of Ethereum treasury company ETH Zilla and advancements in crypto ETF regulations.
Haseeb: https://x.com/hosseeb
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TIMESTAMPS
0:00 Ethereum's 10th Birthday
https://www.cnbc.com/2025/07/30/at-10-years-old-ethereums-future-is-brighter-than-ever-despite-recent-setbacks.html?taid=688a2118974852000113ad9a
https://x.com/TimBeiko/status/1950578090108993904
https://x.com/ethereumfndn/status/1950179673872510997
7:47 Analyzing SEC's Project Cryptohttps://www.sec.gov/newsroom/press-releases/2025-101-sec-permits-kind-creations-redemptions-crypto-etps
https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125
26:56 Exploring Token Launchpad Warshttps://x.com/smyyguy/status/1949657674003431788
https://x.com/smyyguy/status/1949790587877515697
https://x.com/0xMert_/status/1950324576204050752
48:41 The Roman Storm Verdict Discussionhttps://x.com/innercitypress/status/1950586483955626129
1:03:39 Closing Thoughts and Reflections---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
The Dollar Kill-Switch: Edward Fishman on How The U.S. Controls The Global Economy
30 juli 2025 · 1 uur 34 min
Can a country wage war without ever firing a bullet? In this episode of Bankless, we uncover the surprising truth: America’s most powerful weapon isn’t its military - it’s the dollar.
Joining us is Edward Fishman, a former State Department official and the author of Chokepoints: American Power in the Age of Economic Warfare. He explains how U.S. sanctions work, why they’re so effective, and what happens when countries try to escape them. From Iran and Russia to the rise of stablecoins and China’s digital yuan, we dive deep into the geopolitical power of financial infrastructure and crypto’s growing role in rewriting the rules.
If you want to understand the silent machinery behind global power, and why crypto might be the next battleground - don’t miss this one. Lees meer---
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🛞MANTLE | MODULAR LAYER 2 NETWORK
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance
🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko
---
TIMESTAMPS
0:00 Intro
5:51 Sanctions 101
8:32 The History of Economic Warfare
17:03 When Sanctions Precede War
22:27 Life After Dollar Disconnection
31:28 Sanctioning Russia: Methods & Lessons
43:49 Measuring Sanctions’ Effectiveness
49:20 The Strategic Tradeoffs of Sanctions
57:28 The Rise of Dollar Dominance
1:04:05 Unseen Costs of Sanction Power
1:08:15 Shifting Global Economic Power
1:15:47 Risks to U.S. Economic Leadership
1:20:43 Stablecoins as U.S. Leverage
1:28:13 Crypto’s Role in Sanction Evasion
------
RESOURCES
Edward Fishman
https://x.com/edwardfishman
Edward Fishman’s “Chokepoints”
https://www.penguinrandomhouse.com/books/726149/chokepoints-by-edward-fishman/
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disc… -
LIMITLESS - Dwarkesh Patel: The Scaling Era of AI is Here
29 juli 2025 · 1 uur 37 min
Is intelligence just compute plus data? And if so... what happens next?
In this episode, Dwarkesh Patel, host of one of the most respected AI podcasts and author of “The Scaling Era”, joins us to break down the exponential rise of artificial intelligence. We explore how scaling laws became the engine behind modern models, why AI still can’t learn on the job, and whether we’re truly on the brink of AGI.
From coding to consciousness, from geopolitics to governance, Dwarkesh shares a grounded but urgent perspective on what it means to live through the transition and how we might prepare for what’s coming.
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💫 LIMITLESS | SUBSCRIBE & FOLLOW
https://limitless.bankless.com/
https://x.com/LimitlessFT
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance
🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko
------
TIMESTAMPS
0:00 Intro
6:59 What Is the Scaling Era?
9:31 Compute + Data = Intelligence?
15:08 Are We Building God?
17:57 The Catalyst: Discovering the Scaling Laws
20:54 Model Capabilities
24:35 Why Coding Is the AI Frontier
31:43 What AIs Still Can’t Do
36:26 AI Isn’t Around the Corner
46:01 Is AI Really Smart?
50:54 Inside the Black Box
54:46 AI Safety and Alignment
1:03:49 Who Controls the Models?
1:08:16 Swiss Cheese Safety & Liberal AI
1:19:30 Scaling Inputs: Energy, Compute, Data
1:26:40 Jobs, Growth & the Intelligence Curse
1:32:07 Why 60% AGI by 2040?
1:36:14 Dwarkesh’s Personal View
------
RESOURCES
Dwarkesh Patel
https://x.com/dwarkesh_sp
Dwarkesh’s Book
https://www.amazon.com/Scaling-Era-Oral-History-2019-2025/dp/1953953557
Dwarkesh’s Podcast
https://www.dwarkesh.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures Lees meer -
The Ether Machine: How ETH Becomes the Internet’s Reserve Currency | Andrew Keys & David Merin
28 juli 2025 · 1 uur 2 min
Andrew Keys and David Merin join us to unveil the Ether Machine—a bold new strategy to make ETH the internet’s reserve currency. Lees meer
We unpack their ambitious plan to acquire and actively manage hundreds of thousands of ETH, why they believe ETH is more than just a treasury asset, and how institutional capital can finally understand and tap into Ethereum’s full potential. From staking and restaking to DeFi yield generation and Wall Street education, this episode explores why Ether is not just digital oil—it’s the engine of the next internet.
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🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance
🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko
------
TIMESTAMPS
0:00 Intro
1:32 How Much Ether?
4:57 Other ETH Treasuries
9:41 Ether Machine
12:46 ETH vs BTC
17:27 Ether Machine DeFi Strategy
21:14 Explaining ETH to Wall Street
26:01 How Big is ETH?
28:14 ETH ETFs vs Ether Machine
37:13 Andrew’s Journey
40:54 Gensler’s SEC Era
43:30 Michael Saylor of ETH?
49:29 Decentralization Worries
52:09 ETH’s Narrative Problem
56:47 The Institutional Cycle
1:00:41 Closing
------
RESOURCESThe Ether Machine
https://x.com/TheEtherMachine
https://ethermachine.com/
Andrew Keys
https://x.com/ak_ethermachine
David Merin
https://x.com/dfmerin
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Crypto's Everything App | Base's Creator, Jesse Pollak
26 juli 2025 · 34 min
The internet is broken for creators, and Base thinks it has the fix.
Jesse Pollak joins Bankless to unveil the Base app, a crypto-powered everything app where posts earn, creators own, and mini apps go viral. From meme coins to market-based social media, this might be the start of a new onchain economy.
—-
📣BANKLESS TV | BASE DAY
https://x.com/BanklessHQ/status/1948769160932327886
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🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle
🌐BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance
🦎 COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko
—-
TIMESTAMPS
0:00 Intro
1:04 The Vision of BASE
3:11 The Everything App
6:10 The Future for Creators
10:13 Earning Through Engagement
14:29 Crafting the Perfect Content
20:54 The Rise of Mini Apps
23:59 Monetization and the Free Market
25:52 Addressing Creator Concerns
29:23 Closing Thoughts on BASE
—-
RESOURCES
Jesse
https://x.com/jessepollak
Base
https://x.com/base
—-
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures Lees meer -
ROLLUP: $4 Trillion Market Cap | GENIUS Act | ETH ETF Mania
25 juli 2025 · 1 uur 13 min
In this episode, we celebrate the crypto market reaching a $4 trillion cap, exploring the impact of the Genius Bill on stablecoins and digital assets. We discuss Polymarket's U.S. acquisition, Ethereum's ETF inflows, and the courtroom drama surrounding the Roman Storm trial. Lees meer
—-
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https://bankless.cc/Mantle🌐BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance🦎 COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko—-
TIMESTAMPS
0:00 Intro
2:15 MARKETS
https://x.com/WatcherGuru/status/1948062927879131412
https://x.com/TheCryptoLark/status/1947212505039704467
8:45 ETH ETF Inflows
https://x.com/Matt_Hougan/status/1948377319027998909
https://x.com/RyanSAdams/status/1948375840737124460
https://farside.co.uk/eth/
https://x.com/EricBalchunas/status/1948352147050930196
https://x.com/JasonYanowitz/status/1947348010045780016
11:15 ETH Treasuries
https://ethermachine.com/
https://x.com/jdetychey/status/1947278978454061240
https://x.com/fabdarice/status/1948395310310732184
https://x.com/RyanSAdams/status/1948355494885622027
https://x.com/fundstrat/status/1948114342680879306
https://x.com/hughkarp/status/1948021401513771236
https://x.com/materkel/status/1948360988832461271
https://x.com/laurashin/status/1948166358832759016
30:00 GENIUS Act
https://x.com/CoinDesk/status/1946292667098308757
https://x.com/WhiteHouse/status/1946632494855368917
https://x.com/paoloardoino/status/1946307158515069334
https://x.com/paoloardoino/status/1946292409068834935
https://x.com/SecScottBessent/status/1946283991562084432
https://www.coindesk.com/policy/2025/07/18/tether-ceo-says-he-ll-comply-with-genius-to-come-to-u-s-circle-says-it-s-set-now
38:45 Polymarket in US
https://x.com/shayne_coplan/… -
The ETH Treasury Race Has Officially Begun | Sam Tabar, CEO of Bit Digital (2nd Largest)
24 juli 2025 · 42 min
The race for ETH supremacy among public companies is heating up—and BitDigital is charging hard. CEO Sam Tabar joins us to share why they’re going all-in on Ether, how they're copying Michael Saylor’s playbook (but for ETH), and what sets BitDigital apart from the rest of the pack
We talk staking strategies, ETH yields, competitive dynamics, and the explosive rise of ETH treasury companies. This is the next phase of institutional Ethereum adoption—don’t miss it.
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🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
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TIMESTAMPS
0:00 Intro
0:57 Why ETH?
10:49 Ethereum TAM
12:11 Bit Digital
14:18 ETH Treasury Competition
19:07 Is This a Bubble?
21:30 Risks Involved
24:15 Financial Engineering
28:31 ETH Staking Yields
32:15 Ditching Bitcoin Mining
38:02 How Big is This?
40:09 Why Bit Digital?
41:37 Closing & Disclaimers
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RESOURCES
Sam Tabar
https://x.com/samirtabar
Bit Digital
https://bit-digital.com/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures. Lees meer -
6 Levels of Wealth with Nick Maggiulli | Author of The Wealth Ladder
23 juli 2025 · 1 uur 11 min
Everyone wants to climb the wealth ladder - but very few ask if they should. In this episode, Ryan sits down with Nick Maggiulli to explore the six stages of wealth, how your strategy should evolve at each level, and why reaching the top isn’t always the win it seems. Lees meer
From early savings and side hustles to ownership leverage and lifestyle trade-offs, Nick guides us through practical, data-driven ways to build wealth, without losing sight of happiness along the way. If you’re somewhere between $10K and $10M, this episode is for you.
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https://bankless.cc/Mantle🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko------
TIMESTAMPS0:00 Intro
6:34 The Wealth Ladder Model
16:55 The 0.01% Rule & Smart Restraint
21:02 Time’s Role in Wealth Building
24:02 Demographics, Inflation & Shifting Rungs
30:29 How to Climb (and Avoid Falling)
41:19 The Ownership Threshold
50:20 Knowing When to Stop Climbing
54:45 Wealth vs. Happiness
1:08:01 Crypto, Leverage & Final Advice------
RESOURCESNick Maggiulli
https://x.com/dollarsanddataNick’s Blog
https://ofdollarsanddata.com/The Wealth Ladder Book
https://a.co/d/1okUAwhSohail Bloom’s Episode
https://www.youtube.com/watch?v=n6Rywzypi64------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
How Coinwatch Is Exposing Market Maker Manipulation | Co-Founders Matt Jobbe & Brian Tubergen
22 juli 2025 · 58 min
Crypto's murky market making practices are finally getting sunlight. Lees meer
We sit down with Coinwatch co-founders Matt Jobbe and Brian Tubergen to uncover how market makers have been quietly influencing token prices, the call-option structures enabling extraction, and how shady tactics have hurt retail.
Then, we explore how Coinwatch Track is bringing real-time transparency to the space using trusted execution environments (TEEs), giving projects verifiable insights into what market makers are really doing with their tokens—and why this might just restore trust and open the door for more liquid capital to enter crypto.
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https://bankless.cc/Mantle🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko------
TIMESTAMPS0:00 Intro
0:30 Market Makers 101
7:25 Why the Bad Reputation?
14:25 TradFi Market Makers
16:34 Market Making Business Model
21:34 The Positive Case
23:22 Market Making Cabals
33:36 Matt & Brian Backgrounds
40:03 Coinwatch 101
46:33 Why Coinwatch?
51:31 The Bull Case
56:51 Call to Action
57:38 Closing & Disclaimers------
RESOURCESCoinwatch
https://coinwatch.co/Coinwatch on X
https://x.com/coinwatchdotcoMatt Jobbe Duval
https://x.com/mattjob1Brian Tubergen
https://x.com/tubergen------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Can Worldcoin Fix The Internet's 99% Bot Problem? | Co-Founder Alex Blania
21 juli 2025 · 1 uur 2 min
The bots are winning. AI-generated spam, fake profiles, and deepfakes are turning the internet into a digital hall of mirrors. But what if there were a way to prove you're human, without sacrificing privacy? Lees meer
Worldcoin Co-Founder Alex Blania returns to Bankless to share a bold vision for addressing the online identity crisis. From 14 million users already “Orbed” to new integrations with dating apps and DeFi protocols, Worldcoin is evolving rapidly and facing significant questions. What happens when governments come knocking? And why does Alex think we’re heading toward internet-native citizenship?
Whether you're curious about AI-proof identity or sceptical of eyeball scanning orbs, this conversation cuts deep.
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🎬 DEBRIEF | Ryan & David Unpacking the Episode:
https://www.bankless.com/podcast/debrief-can-worldcoin-fix-the-internets-99-bot-problem-co-founder-alex-blania------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
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https://bankless.cc/binance🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko------
TIMESTAMPS0:00 Intro
1:15 The Bot Problem
9:28 Orb Scaling Limiters
15:40 Miniapps & Orb Use Cases
23:31 World ID Integration Plans
31:02 Incentives to Get Orbed
35:55 Civil Resistance & Sybil Attacks
40:14 Privacy Concerns: Will You Get Tracked?
46:26 Global Regulation
54:56 The Future: Internet Citizenship
58:42 Closing Thoughts------
RESOURCESAlex Blania
https://x.com/alexblaniaWorld App
https://worldcoin.org/world-app------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: ETH Breaks New Records While BTC Hits ANOTHER All Time High
18 juli 2025 · 56 min
We’re celebrating "Crypto Week" as declared by Trump amid the introduction of key regulatory bills. Lees meer
But perhaps more importantly, Bitcoin's new all-time high, Ethereum's rising institutional interest, and Tom Lee's goal of acquiring 5% of ETH supply.
Highlights include Base's new "everything app," the trend of Bitcoin miners viewing ETH as a treasury asset, and updates on macroeconomic factors and the Roman Storm trial. This is the hottest news in crypto.
—-
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https://bankless.cc/Mantle🌐BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance🦎 COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko---
TIMESTAMPS0:00 Trump’s Crypto Week
https://x.com/KobeissiLetter/status/19451440933502076242:30 Bankless Summit
https://lu.ma/0ph1qg6c3:50 MARKETS
https://www.coingecko.com/en/coins/bitcoin
https://x.com/WatcherGuru/status/1944663480755458526
https://x.com/EricBalchunas/status/1943664470032576876
https://x.com/glassnode/status/1943661049783431240
https://x.com/glassnode/status/1943661049783431240
https://x.com/ercwl/status/1944759201441477040
https://x.com/jacqmelinek/status/19433730690637869539:30 ETH
https://www.coingecko.com/en/coins/ethereum
https://x.com/RyanSAdams/status/1945180957033546069
https://x.com/RyanSAdams/status/1945852323651022910
https://x.com/coinbaseduck/status/1945217164442489220
https://farside.co.uk/btc/
https://farside.co.uk/eth/
https://x.com/NateGeraci/status/1945665209529675794
https://x.com/sassal0x/status/194566287421678806016:00 Macro, Inflation, Powell
https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html
https://polymarket.com/event/us-recession-in-2025
https://x.com/KobeissiLetter/status/1945122105051185367
https… -
10 Bullish ETH Charts | Michael Nadeau
17 juli 2025 · 41 min
Ethereum is gaining steam, but is the real rally just getting started? Lees meer
Mike Nadeau of the DeFi Report joins us to break down Ethereum’s Q2 fundamentals and the 10 most bullish charts from his latest report. We explore why institutional demand may be driving this rally, how ETF flows and treasury holdings are accelerating, and whether ETH remains undervalued despite recent gains. Plus, we dig into the Genius Bill, stablecoin growth, real-world assets, and key onchain metrics that could fuel the next leg of Ethereum’s bull run.
Michael Nadeau & The DeFi Report:
https://x.com/JustDeauIt
https://thedefireport.io
https://dune.com/the_defi_report/the-eth-report------
📣BIT DIGITAL ($BTBT) | ETH-FIRST PUBLIC COMPANY
http://bit-digital.com------
BANKLESS SPONSOR TOOLS:🪙FRAX | SELF SUFFICIENT DeFi
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https://bankless.cc/Mantle🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance🦎COINGECKO API | REAL-TIME CRYPTO PRICE & MARKET DATA
https://bankless.cc/coingecko------
TIMESTAMPS0:00 Intro
2:29 Peter Thiel buying a 9.1% stake in Tom Lee’s ETH treasury company
4:03 Stablecoin institutional adoption
9:35 Active loans on ETH & L2s
11:49 Real world assets onchain
17:01 ETH in ETFs, net flows & ETH in treasury
24:22 ETH in smart contracts & balance on CEXs
27:36 MVRV/Fair Value & 200-week moving average
32:55 Market Cap vs. TVL & bull market math
35:32 ETH L2 & Yield Bear vs. Bull case
40:11 Closing & Disclaimers------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Are Tokenized Stocks Real? | Gabriel Otte of Dinari
14 juli 2025 · 1 uur 26 min
Tokenized stocks have long been a crypto dream, but are they real yet? Lees meer
Gabriel Otte, founder of Dinari, joins to break down the current landscape. We cover what tokenized stocks actually are, why regulatory hurdles make them complex, how Dinari secured the first broker-dealer license for tokenized public shares, and what this means for on-chain finance.
We also explore the limitations of current tokenized stock offerings, Robinhood’s moves, and whether true DeFi composability is possible for equities.
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https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
4:08 Tokenized Stocks 101
5:47 Why is it Taking so Long?
8:48 Traditional Stocks Infra
24:07 Broker Dealer Licenses
27:55 Dinari Tokenized Stocks
30:48 What is an ATS?
32:51 What about Exchanges
35:13 Tokenization Benefits
47:16 Pitching to Wall Street
51:49 The State of Tokenized Stocks
1:03:48 Hype or Real?
1:07:15 Stablecoin Analog
1:10:25 Tokenizing Private Companies
1:17:07 New SEC
1:21:04 What’s Next?
1:23:03 Cancer Research to Crypto
1:28:43 Closing & Disclaimers------
RESOURCESGabriel Otte
https://x.com/GabeOtteDinari
https://dinari.com/defiDinari granted first broker-dealer registration to offer tokenized stocks
https://www.reuters.com/sustainability/boards-policy-regulation/dinari-granted-first-broker-dealer-registration-offer-tokenized-stocks-2025-06-26/------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Bitcoin All-Time-High, Is ETH Next?
11 juli 2025 · 1 uur 5 min
This week, Ryan and David celebrate Bitcoin's new all-time highs as Ethereum sentiment explodes. ETH treasury firms are racing to stockpile billions, Fidelity is framing ETH as a store-of-value, and mainstream media is finally paying attention. So why isn't the price moving faster? Lees meer
They unpack the $8.6 billion Bitcoin whale awakening, Pump's $4 billion ICO, and crypto's "what color is the dress" moment with Zelensky's suit. Plus, Hyperliquid beats Solana at its own game, Robinhood pushes tokenized stocks, and prediction markets face a credibility crisis.
Also, is ETH gearing up for a vertical breakout or just stuck in a bullish echo chamber?
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https://bankless.cc/Mantle🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance------
TIMESTAMPS & RESOURCES0:00 Intro
1:46 Markets
https://thequantuminsider.com/2025/07/08/did-quantum-fears-prompt-a-bitcoin-whale-to-make-an-8-billion-move/
https://x.com/Pentosh1/status/1942578558498427027
https://x.com/l3olanza/status/1943010575623074228
https://x.com/RyanSAdams/status/1943306201007034471
https://x.com/sassal0x/status/1943155217500897660
https://x.com/cryptomanran/status/1942854141308723597
https://x.com/RyanSAdams/status/1943014863359398166
https://x.com/SharpLinkGaming/status/1942320301414457777
https://x.com/Jrag0x/status/1942631804038443405
https://x.com/BitDigital_BTBT/status/1942954089647833552
https://www.strategicethreserve.xyz/
https://x.com/RyanSAdams/status/1942911577037963452
https://x.com/fabdarice/status/1943205144436629554
https://x.com/RyanSAdams/status/1942742550982373816
https://x.com/RyanSAdams/status/1943097344427245908
https://x.com/smyyguy/status/1942974829537165788
https://x.com/RyanSAdams/status/19426769616811705… -
Ethereum's Strategy to Win Over Wall Street | Joe Lubin & Danny Ryan
8 juli 2025 · 38 min
Recorded live at the Permissionless IV conference, this conversation dives into Ethereum’s strategy to win over Wall Street. Lees meer
Danny Ryan discusses how Etherealize is advising financial institutions to leverage Ethereum’s decentralization, resilience, and credible neutrality, while Joe Lubin explains why ConsenSys is taking a direct approach by accumulating ETH on Sharplink Gaming’s balance sheet, similar to MicroStrategy with Bitcoin.
Together, they unpack Ethereum’s strengths, institutional adoption strategies, and what it will take for Ethereum to become the foundation of the next-generation financial system.
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https://bankless.cc/binance------
TIMESTAMPS0:00 Intro
3:11 Ethereum's Evolution & Challenges
7:54 Regulatory Tensions & SEC Scrutiny
11:02 Ethereum's Resilience Against Regulation
14:47 Bridging TradFi & Decentralization
16:06 Institutional Adoption of Ethereum
17:19 Ethereum's Path Forward
21:51 Building for the Future
23:40 The Call for Problem Solving
24:41 Ethereum's Leadership Dynamics
33:25 Taking Ethereum to Wall Street
35:17 The Future of SBET & Ether------
RESOURCESJoe Lubin
https://x.com/ethereumjosephDanny Ryan
https://x.com/dannyryanPermissionless IV
https://blockworks.co/event/permissionless------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Inside Cathie Wood’s Trillion-Dollar Bets: AI, Musk, Robots & Crypto
7 juli 2025 · 1 uur 38 min
Cathie Wood is placing some of the boldest bets in investing history, spanning AI, robotaxis, brain chips, crypto, and even space. In this episode of Bankless, the ARK Invest CEO joins Chief Futurist Brett Winton to break down her five highest-conviction technologies - opportunities she believes could unlock over $20 trillion in enterprise value.
You’ll hear why Elon Musk’s empire is at the center of it all, how Tesla’s robotaxis could become the biggest AI project on Earth, and why Neuralink, Starship, and stablecoins are converging to spark a new era of productivity and exponential growth.
This isn’t just tech optimism - it’s Cathie Wood’s vision for the future of innovation.
--- Lees meer📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
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https://bankless.cc/Mantle🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance---
TIMESTAMPS0:00 Intro
5:05 Elon Musk and the Data Flywheel
11:57 The Power of Wright’s Law
19:27 Forecasting AI’s Trillion-Dollar Impact
23:35 Why ARK Owns xAI, OpenAI, and Anthropic
29:04 Google and Apple’s AI Blindspots
35:52 Why X Merged with xAI
44:15 Robotaxis: The Biggest AI Project on Earth
52:02 Robo GDP: AI’s Real-World Economic Boost
55:31 Tesla’s Scaling Advantage
1:01:27 The Humanoid Opportunity
1:10:42 Neuralink: AI, Enhanced
1:15:34 Starlink & SpaceX: The $2.5T Bet
1:22:01 Crypto’s Stablecoin Supercycle
1:33:18 Macro & Trump’s Strategy---
RESOURCESCathie Wood
https://x.com/CathieDWoodBrett Winton
https://x.com/wintonARKArk’s SpaceX Report
https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
ROLLUP: Robinhood's Announcement Sets off Stock Tokens Frenzy
4 juli 2025 · 1 uur 3 min
Welcome to the Weekly Rollup, where we cover the latest news in crypto. Lees meer
———
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https://bankless.cc/Mantle🟠 BINANCE | THE WORLDS #1 CRYPTO EXCHANGE
https://bankless.cc/binance———
TIMESTAMPS & RESOURCES
0:00 Intro and EthCC
5:30 MARKETS
https://www.coingecko.com/en/coins/bitcoin7:30 Solana ETF
https://x.com/EricBalchunas/status/1940436515798348195
https://www.tradingview.com/chart/V7YvdegA/?symbol=CBOE%3ASSK12:20 MACRO
https://x.com/TheStalwart/status/1940749966542360844
https://x.com/HadickM/status/1940754843838341559
https://imgur.com/uBt5LkP
https://x.com/KobeissiLetter/status/1939684213672038840
https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair19:00 The Big Beautiful Bill
https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751541176019
https://www.foxnews.com/politics/trumps-big-beautiful-bill-clears-final-hurdle-before-house-wide-vote
https://x.com/SenLummis/status/193973090304521839523:00 Robinhood Chain and Tokenized Stocks
https://x.com/smyyguy/status/1939725345772470671
https://x.com/RobinhoodApp/status/1939701274217460047
https://x.com/BanklessHQ/status/1940054189914145198
https://x.com/RobinhoodApp/status/1939706469966135442
https://x.com/RobinhoodApp_EU/status/1939709899690098770
https://x.com/vladtenev/status/1939713633392480417
https://x.com/OpenAINewsroom/status/1940502391037874606
https://x.com/vladtenev/status/1940547859532612028
https://x.com/0xren_cf/status/1940077604939129253
https://x.com/vladtenev/status/1940308314144883074
https://x.com/BanklessHQ/status/1940468665235001656
https://x.com/RobinhoodApp/status/1939703096168362170
https://x.com/hosseeb/status/1940050920483823819
https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AHOOD
… -
Robinhood vs. Coinbase: Who Wins the Future of Finance? | David Rodriguez & Omar Kanji
3 juli 2025 · 1 uur 16 min
David from Blockworks and Omar from Dragonfly join the show to debate Coinbase vs Robinhood, two companies racing to become the dominant financial super app. We break down their business models, growth strategies, tokenized asset plays, and how each is approaching crypto, equities, and infrastructure. Will Robinhood’s slick UX and expanding product suite win the next generation? Or will Coinbase’s onchain infra and stablecoin moat prove unbeatable? Lees meer
Omar & Dragonfly
https://x.com/TheOneandOmsy
https://x.com/Dragonfly_xyzDavid & Blockworks
https://x.com/EffortCapital
https://x.com/BlockworksAdv---
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https://bankless.cc/binance---
TIMESTAMPS0:00 Intro
2:37 Understanding Coinbase
8:31 Coinbase B2B
13:39 Comparing Revenue, Valuation, & Infrastructure
23:12 Future Growth of Coinbase
28:14 Understanding Robinhood
38:22 Robinhood Competition
45:42 Robinhood 2021 Crisis Explained
48:14 Robinhood Bank
52:02 Tokenized Stocks & L2
55:32 Defending the Coinbase Moat
1:06:19 Forecasting Robinhood’s Future
1:11:08 Forecasting Coinbase’s Future
1:15:31 Closing & Disclaimers---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures