ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown (01:04:38)
Crypto enters a full-blown pain market as Bitcoin, ETH, tech stocks, and even gold sell off together. Ryan and David break down why crowded trades are unwinding across markets, what the Warsh Fed chai...
AI on Ethereum: ERC-8004, x402, OpenClaw and the Botconomy | Austin Griffith & Davide Crapis (01:37:18)
AI agents aren’t “coming” to Ethereum—they’re already here, spinning up on dedicated machines, clicking through wallets, deploying contracts, and even building apps for themselves. In this episode, Ry...
Where Do We Go From Here? | Michael Nadeau (00:59:33)
Michael Nadeau went risk-off in October and has been targeting Bitcoin's fair value near $65K. In this episode, he joins Ryan to unpack what changed after BTC broke below $80K, why he does not think t...
Capitalism’s Endgame: The Last Companies That Will Ever Exist (01:29:40)
Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing.
We break down the four “Infinity Gauntlet” pillars...
Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown...
The Most Underrated Chain: Celo’s Surprising Traction Around the World | Marek Olszewski (01:12:06)
Celo is quietly powering real-world payments at global scale. In this episode, David and Ryan sit down with Marek Olszewski, CEO of cLabs, to unpack how Celo became a fast, low-cost payments layer use...
Iran Unchained: How the Islamic Republic Holds Power and Why Protests Keep Returning | Sana Ebrahimi & Ameen Soleimani (01:34:40)
Iran is a real-world stress test of freedom: the Islamic Republic is built to outlast dissent. In this special Iran Unchained episode, David talks with Sana Ebrahimi and Amin Soleimani about the regim...
Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' | Zooko Wilcox-O'Hearn (01:34:55)
Zcash founder Zooko Wilcox joins Bankless to argue that privacy is back on the critical path—because AI turns chain surveillance into pattern-recognition at scale—and that the real bottleneck for cyph...
Markets slide this week as Trump floats taking Greenland and tariff threats resurface, pushing investors toward gold. Ryan and David break down what Davos revealed about a shifting world order, why cr...
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala (01:02:55)
Crypto in 2026 is consolidating into a handful of high-stakes rivalries:
Ethereum vs. Solana for the center of gravity, Coinbase vs. Robinhood for the finance super-app, and Polymarket vs. Kalshi...
ROLLUP: Clarity Bill Stalls | Powell vs. Trump | NYC Meme Rug | Silver Explodes | X Adds Crypto (01:06:51)
Washington takes center stage this week as crypto collides with power, policy, and markets. Ryan and David break down the CLARITY Act fight in the Senate, why banks want to kill stablecoin yield, and ...
Playing the Right Games: Why Scores Quietly Replace Meaning | C. Thi Nguyen (01:23:14)
What if the biggest threat to your freedom isn’t a bad decision - but a scoreboard you never agreed to? Philosopher C. Thi Nguyen joins Bankless to unpack how modern life quietly turns values into poi...
Is Canton a Real Blockchain? | Canton Founder Yuval Rooz (01:30:44)
Is Canton a real blockchain or a new kind of capital-markets operating system?
Digital Asset co-founder Yuval Rooz explains why Canton prioritizes privacy as “need-to-know” information sharing and a...
ROLLUP: Prediction Market Bill | Solana DEX ATH | ETH Stablecoins ATH | Zcash Implodes | Vitalik “Trilemma Solved” (00:52:01)
Prediction markets are turning into real-time intelligence, and policymakers are already reacting. In this week’s Weekly Rollup, Ryan and David unpack the Venezuela “Maduro” trade, the debate over fai...
How the Stablecoin Milkshake will Redollarize the World | Brent Johnson (00:55:58)
Brent Johnson returns to Bankless to update the Dollar Milkshake Theory and explain why the de-dollarization narrative misses the bigger trend. He argues markets may want out of the dollar, but the Eu...
ROLLUP: Silver Parabolic | Aave Civil War | Uniswap Unifies | New CFTC Chair | Bitcoin vs. Quantum (01:04:11)
Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and...
27 Crypto Predictions for 2026 | Mike Ippolito (01:11:36)
David Hoffman sits down with Mike Ippolito to unpack why 2025 felt brutal despite new all-time highs and why that tension matters for 2026. They argue crypto is entering its “2002 internet” phase, whe...
Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI | Ben Lakoff & Arnav from Bankless Ventures (01:16:17)
Ben Lakoff and Arnav Pagidyala from Bankless Ventures lay out how they’re thinking about crypto investing heading into 2026.
The conversation spans four persistent pillars of every cycle: DeFi, toke...
12 Big Crypto Predictions for 2026 | Ryan & David (01:11:20)
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 ...
Where is Crypto Going in 2026? | Ben Cowen (01:06:43)
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 mac...
Is the Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto with Joey Krug, Founders Fund Partner (01:23:50)
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 withou...
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 tok...
Why Gen Z Will Turn Everything Into a Market | Threadguy (01:04:13)
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 ...
The DeFi Report Podcast | Was the Fed Rate Cut a False Signal for Crypto? (00:34:11)
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 indicat...
10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise (01:14:52)
Bitwise’s Matt Hougan and Ryan Rasmussen return with 10 big predictions for 2026.
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 1...
