Podcast Episodes
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ROLLUP: Prediction Market War | Base Leaves Optimism | Tomasz Exits EF | Clarity Act Lives | Harvard Buys ETH
A legal war over prediction markets just went public. Ryan and David break down the CFTC’s claim of exclusive authority, the backlash from state offi…
4 months, 2 weeks ago
Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin
Lyn Alden joins us to make sense of the “everything, everywhere, all at once” macro moment.
A fourth-turning-style unwind of the long-term debt cycle,…
4 months, 3 weeks ago
ROLLUP: Crypto Pain Market | Coinbase Super Bowl Rug Pull | IBIT Liquidation Cascade | Prediction Markets Explode | BlackRock x Uniswap
Crypto feels cooked in 2026, and the Super Bowl proves it. Ryan and David unpack Coinbase’s Backstreet Boys rug pull ad and what it reveals about cry…
4 months, 3 weeks ago
What’s the Story? AI Stocks, Crypto Downturn, Metals Selloff, SaaSpocalypse | Jim Bianco
Last week felt like four different crashes happening at the same time: AI software stocks melting down, crypto capitulating, gold and silver whipping…
4 months, 3 weeks ago
Robinhood Chain Takes on NYSE/Nasdaq | Robinhood Crypto GM Johann Kerbrat
Robinhood isn’t just adding another crypto feature—it’s assembling a new exchange stack: stock tokens, an Ethereum L2 built for real-world assets, an…
4 months, 3 weeks ago
MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling
MegaETH mainnet is live, kicking off a new frontier for Ethereum scaling: ultra-low latency, massive throughput, and an execution environment built t…
4 months, 4 weeks ago
Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?
A single Vitalik tweet just snapped Ethereum’s scaling narrative into focus: the rollup-centric roadmap is over, and a new path is here. Ryan and Dav…
5 months ago
ROLLUP: Crypto in Free Fall | Vitalik’s L2 Pivot | Warsh Fed Pick | Clarity Act Showdown
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 ar…
5 months ago
AI on Ethereum: ERC-8004, x402, OpenClaw and the Botconomy | Austin Griffith & Davide Crapis
AI agents aren’t “coming” to Ethereum—they’re already here, spinning up on dedicated machines, clicking through wallets, deploying contracts, and eve…
5 months ago
Where Do We Go From Here? | Michael Nadeau
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 …
5 months ago