Podcast Episodes

Up or Down from Here? Bears vs. Bulls

Has crypto already bottomed, or is more pain still ahead? Mike and Ryan break down the bull and bear case in full, from Bitcoin fair value and market…

6 hours ago

"Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)

Michael Saylor thinks Bitcoin is headed to $21 million, but the real story in this conversation is how he believes it gets there. In his first appear…

1 day, 6 hours ago

ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

Markets are rallying on a fragile Iran ceasefire, but the real risks may be getting closer.

David and Haseeb break down Anthropic’s secretive new AI m…

4 days, 6 hours ago

Will The Ethereum Economic Zone (EEZ) Rebuild $ETH Dominance? | Gnosis Martin Koppelman & Friederike Ernst

Can Ethereum become one economic zone again?

Martin Koppelmann and Friederike Ernst from Gnosis explain how real-time proving and the Ethereum Economi…

5 days, 6 hours ago

The Largest Securities Exchange in the World is Coming Onchain | Michael Blaugrund of NYSE and Carlos Domingo of Securitize

NYSE and Securitize are laying the rails to bring real, issuer-backed securities onchain. 

Michael Blaugrund of NYSE and Carlos Domingo of Securitize …

1 week ago

Bitcoin Has 3 Years to Survive | Nic Carter on Bitcoin’s Quantum Vulnerability

What if Bitcoin’s biggest strength becomes its fatal weakness? Nic Carter joins Bankless to unpack why the latest quantum papers changed the threat m…

1 week, 1 day ago

ROLLUP: Google’s Quantum Warning | Trump’s Iran Speech | Ethereum Economic Zones | Drift Hack

Google just dropped a major quantum warning for crypto, claiming a breakthrough that could accelerate the timeline to breaking Bitcoin and Ethereum’s…

1 week, 4 days ago

3 Megatrends Every Investor Needs to Know: Demographics, Wealth Inequality, & the End of Labor (with Jeff Park)

Three macro forces are converging that almost no one is pricing in correctly. Jeff Park returns to Bankless to lay out what he calls the "certain tru…

2 weeks, 1 day ago

ROLLUP: The World is On the Clock | The Clarity Act | Crypto Mortgages | Bitmine Staking

We examine the proposed Clarity Act and its impact on stablecoin yields and crypto finance. Ryan and David discuss geopolitical tensions in Iran and …

2 weeks, 4 days ago

The Economics of AGI: Why Verification Is the New Scarcity w/ Christian Catalini

MIT economist Christian Catalini joins Ryan and David to unpack his new paper, "Some Simple Economics of AGI," which argues that the scarce resource …

2 weeks, 5 days ago