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• 
  $VVV Community Call | September 04.10.2026 1Std. 4Min.

  Venice‘s Head of Strategy Jon, joins David for the September $VVV community call to unpack Venice reaching 250B daily tokens, the latest $VVV emissions cuts and $DIEM supply changes, accelerating burns, rising demand for private AI, Venice Minds, the upcoming data center rollout, and what comes next. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- [TIMESTAMPS] 0:00 Intro 0:21 September AI Update 2:12 Token Growth Surge 8:36 Emissions and Diem Supply 16:10 Burn Mechanics Explained 23:40 OpenAI Privacy Controversy 32:00 Data Retention Warnings 35:52 Anthropic's Retention Shift 39:24 Privacy Boosts Venice 43:03 Minds and Model Combinations 52:48 Staking and Burn Questions 55:47 Data Center and Near 59:37 Lumara Film Festival --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS 02.10.2026 59Min.

  Bitcoin just broke its bearish market structure, but surging bond yields could still test the rally. Ryan and David unpack Uptober, Robinhood’s trading push, the Bitget hack, and prediction markets’ path to the Supreme Court. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS & RESOURCES 0:00 Intro 0:09 Bitcoin Breaks Bearish Structure https://www.coingecko.com/en/coins/bitcoin https://x.com/hariskhantrader/status/2104621748591403035 6:35 Bond Yields, Liquidity & Macro Risk https://x.com/KobeissiLetter/status/2105337195884052870 https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30/ https://x.com/KobeissiLetter/status/2105355997892239838 https://x.com/EpsilonTheory/status/2105345560064745548 https://www.tradingview.com/symbols/TVC-MOVE/ https://x.com/KobeissiLetter/status/2105279482957369587 22:06 Robinhood Goes All-In https://x.com/fintechfrank/status/2105082039733305734 https://x.com/TrustlessState/status/2105062331436966323 https://x.com/TrustlessState/status/2105063773165818119 https://x.com/TrustlessState/status/2105072369509257220 https://robinhood.com/us/en/agents/ 33:19 BitGet Hack & NEAR Permissionless Debate https://www.theblock.co/news/business/bitget-starts-phased-withdrawal-resumption https://x.com/AlexAuroraDev/status/2104554958754357482 https://x.com/TrustlessState/status/2104955420401955273 https://x.com/kylekrason/status/2104562944457740481 https://x.com/near_intents/status/2105642219357241796 44:23 Prediction Markets Head to Court https://www.legalreader.com/new-york-sues-polymarket-over-gambling-rules/ https://www.reuters.com/business/finance/us-appeals-court-rules-against-kalshi-says-states-can-regulate-prediction-2026-09-25/ https://www.coinbase.com/blog/coinbase-receives-cftc-approval-for-coinbase-clearing-llc 48:29 Ethereum’s Cryptographic World Computer https://x.com/VitalikButerin/status/2104160561374343176 https://x.com/cryptographicas/status/2104212366271390055 https://x.com/barnabemonnot/status/2104260847975707013 56:14 AI Agents & Bank Runs https://x.com/JasonYanowitz/status/2104213040937812262 https://openai.com/index/introducing-dots/ --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  Is Variational the Next Hyperliquid? | CEO Lucas Schuermann and Justin Bram 30.09.2026 49Min.

  What if the next major onchain trading platform looks less like a crypto exchange and more like Robinhood with institutional liquidity underneath? Variational co-founder Lucas Schumann and Head of Product Justin Bram join David to unpack the broker model behind Variational, why they believe swaps can improve on perps for real-world assets, and how TradFi liquidity can be brought onchain without rebuilding every market from scratch. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Broker, Not Exchange 5:07 Why Brokerage Wins for Retail 8:22 What Is a Swap? 9:58 The Real Cost of Trading 11:43 Bringing TradFi Liquidity Onchain 14:44 Building Variational 23:14 From Crypto Traders to Everyone 26:42 The Next User Base 30:35 What Actually Happens Onchain? 34:00 Inside OLP 37:03 Arbitrum and User Funds 39:44 The VAR Token and 32% Airdrop 42:34 Funding the Token Model 44:11 The 2027 Roadmap 47:44 Protocol or Platform? --- RESOURCES Lucas Schuermann https://x.com/variational_lvs Justin Bram https://x.com/JustinCBram Variational https://www.variational.io/en --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  Ben Cowen Says You Have Permission to be Bullish 28.09.2026 57Min.

  Ben Cowen is back on Bankless after publicly admitting one of his key Bitcoin calls was wrong. What changed? Ben and David unpack the breakout that challenged his bear-market thesis, whether the four-year cycle is still intact, why Bitcoin is shrugging off a macro environment Ben expected to pressure it, and the crucial difference between easier monetary policy and genuinely abundant global liquidity. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Ben Cowen Admits What He Got Wrong 3:30 Did the Bear Market End Too Easily? 6:06 Why This Bear Market Looks Different From 2022 9:59 Is the Four-Year Cycle Still Alive? 12:27 What an Early Low Means for the Next Bull Market 14:02 Why Altcoins Are Already Moving 19:15 Monetary Policy vs. Global Liquidity 22:56 Does Altseason Need a Crisis? 28:13 Why Liquidity Could Stay Tight 31:56 Can Bitcoin Catch Up to Stocks? 34:41 Five Years of Restrictive Conditions 37:27 Is Retail Finally Coming Back? 45:46 Bitcoin Defies the Macro Setup 48:47 The Weekly Bitcoin Close That Matters 53:43 Building a Conference Around Disagreement --- RESOURCES Ben Cowen https://x.com/benjamincowen --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain 25.09.2026 1Std.

  The bull market may be back, but Bitcoin might not be leading it. Ryan and David break down the early-bull signals, Zcash and NEAR’s surge, rising yields, Kalshi’s wash-trading controversy, and BlackRock’s expanding crypto push. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS & RESOURCES 0:00 Intro 0:28 Early Bull Confirmed https://thedefireport.io/research/early-bull-confirmed https://x.com/benjamincowen/status/2102007452057079986 https://x.com/benjamincowen/status/2102572123185107151 https://x.com/saylor/status/2102011709808353551 13:23 New Bull Market Leaders https://www.bankless.com/read/this-is-not-bitcoin-s-cycle https://x.com/Delphi_Digital/status/2064430003731804517 https://www.coingecko.com/en/coins/zcash https://www.coingecko.com/en/coins/near https://x.com/TrustlessState/status/2100789397960704285 https://x.com/TrustlessState/status/2102787878552015357 https://x.com/CosimoCapital/status/2102886894115696978 33:18 Rising Yields & the Debasement Trade https://x.com/Geiger_Capital/status/2103118843061182872 https://www.tradingview.com/symbols/TVC-US10Y/ https://www.tradingview.com/chart/KZYJV3ef/ https://www.oaktreecapital.com/insights/memo/shall-we-repeal-the-laws-of-economics---part-iii 42:29 Kalshi Wash Trading Drama https://x.com/icobeast/status/2101358009477632410 https://x.com/beniduboss/status/2101459048247808010 https://news.kalshi.com/p/the-facts-behind-kalshi-s-perpetuals-volume https://cointelegraph.com/news/kalshi-says-cftc-hasnt-contacted-it-over-unusual-5b-trading-activity 47:57 Vitalik Backs Trueo https://www.coingecko.com/en/coins/true https://trueo.com/ https://x.com/VitalikButerin/status/2102143283493507554 https://x.com/Trueo_/article/2102123554162561272 54:37 New Tokens & Institutional Crypto Expansion https://x.com/variational_io/status/2102929439063765192 https://x.com/Ondo/status/2103106602593087575 https://x.com/WSJmarkets/status/2103092730880569691 https://x.com/BlackRock/status/2102409739175141458 https://www.blackrock.com/us/individual/literature/whitepaper/the-machine-native-economy.pdf https://www.theblock.co/news/business/2026-09-22-binance-takes-100-million-circle-stake-alongside-five-year-usdc-deal-416042 https://www.blockhead.co/2026/09/22/coinbase-opens-ipo-share-allocations-to-us-retail-customers-starting-with-smart-ring-maker-oura/ --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner 23.09.2026 56Min.

  Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paired memes on Robinhood Chain, and the strange possibility that speculative trading could actually bootstrap liquidity for tokenized equities. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Meme Coins Are Back 5:47 Can Meme Markets Mature? 7:48 AI as a Safety Layer 13:10 Stock-Paired Meme Coins 17:01 Building Stronger Schelling Points 21:00 Will Public Companies Care? 28:56 The Community Takeover Scenario 32:18 Meme Coins as a Liquidity Engine 36:16 How Andy and Eric Use FOMO 42:39 What Signals Actually Matter 47:54 When Do You Sell a Loser? 52:26 FOMO Rewards and Public Trading Data 55:36 The $20K ETH Jinx --- RESOURCES Andy 8052 https://x.com/andy8052 Eric Conner https://x.com/econoar --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat 21.09.2026 37Min.

  Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already happening outside normal trading hours, and what changes when equities become programmable, composable and available across DeFi. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Bringing Tokenization to the U.S. 2:17 How Robinhood Stock Tokens Actually Work 5:19 TradFi Pushback and Demand for Tokenized Stocks 7:59 Voting Rights, Redemption and DeFi Utility 10:29 What Happens When Stocks Trade on Weekends 13:42 Will Blockchain Become the Primary Market? 18:46 Robinhood Chain’s Early Traction 21:22 Beyond Stocks: Real Estate, Gold and More 24:22 How Robinhood Chooses What to Build 26:36 What U.S. Users Still Can’t Access 29:49 Combining Tokenized Stocks With Perps 32:51 Why Robinhood Chose Ethereum 35:32 AI Agents and the Next Robinhood Products --- RESOURCES Johann Kerbrat https://x.com/JohannKerbrat --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore 18.09.2026 53Min.

  Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’s path into the U.S. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS & RESOURCES 0:00 Intro 0:26 Bull Market Signals: BTC, Zcash & Altcoins https://x.com/econoar/status/2099874713539604734 https://x.com/TrustlessState/status/2100286172253815281 https://x.com/AviFelman/status/2100288435474825301 https://x.com/NEARProtocol/status/2099968050405495246 https://x.com/NEARProtocol/status/2099883498848784778 8:39 Macro: Tom Lee, Bonds & the Fed Hike https://x.com/StockMKTNewz/status/2100267546683543913 https://x.com/geiger_capital/status/2099503989364609340 https://x.com/CNBC/status/2100284014221295770 https://www.bloomberg.com/news/videos/2026-09-16/fed-chairman-warsh-calls-rate-hike-a-sober-decision-video https://www.cnbc.com/2026/09/16/trump-fed-interest-rate-warsh.html 23:43 Clarity Act Falls Apart https://x.com/CoinDesk/status/2099429197034766830 https://x.com/tradfi/status/2099319531168731528 https://x.com/Polymarket/status/2099529644596731950 https://x.com/EleanorTerrett/status/2100389230874689650 26:27 Regulators Fill the Gap: SEC & Tokenized Stocks https://x.com/chairmanselig/status/2100232064259735589 https://x.com/SECPaulSAtkins/status/2100256253645668860 https://x.com/hosseeb/status/2100274788170162522 https://x.com/SECPaulSAtkins/status/2100572313334821271 https://x.com/Bankless/status/2100582318335275190 https://x.com/NateGeraci/status/2100581006004691453 42:31 The Crypto Options Race https://thedefireport.io/research/the-watch-list-derive-drv https://www.bankless.com/podcast/crypto-is-ready-for-onchain-options-nick-forster-ceo-of-derive https://x.com/TrustlessState/status/2100297485147406766 45:46 Hyperliquid Comes Onshore https://x.com/Payward/status/2100178016617869710 https://www.payward.com/press-release/payward-hyperliquid-onchain-perpetual-futures 48:38 Arc Chain Launches https://x.com/arc/status/2100170550857404852 50:50 OpenZeppelin Joins S&P Global https://x.com/OpenZeppelin/status/2100557026438848568 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle 16.09.2026 51Min.

  Circle just launched Arc Mainnet, and its ambition is much bigger than putting USDC on another blockchain. Circle Chief Product and Technology Officer Nikhil Chandhok joins David on launch day to unpack the vision for an “economic OS” built around fast settlement, stablecoin gas, privacy, and institutional-grade financial infrastructure. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Arc Mainnet Is Live 2:57 The “Economic OS” Vision 5:29 Validators, Privacy and Post-Quantum Security 8:27 How Private Is Arc? 12:24 Immutability and the Lazarus Test 16:14 What Gets Built on Arc First? 19:19 AI Agents Become Economic Actors 26:45 Agentic Commerce Gets Real 33:17 Reputation, Nano-Payments and Agent Credit 36:37 Tokenized Stocks and 24/7 Markets 39:59 Solving the On-Ramp and FX Problem 47:39 What Happens After Launch Day? 49:16 Closing Thoughts --- RESOURCES Nikhil Chandhok https://x.com/chandhok Arc https://www.arc.io/ --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive 14.09.2026 45Min.

  Getting the direction of ETH right doesn’t guarantee you survive the trade. Derive co-founder Nick Forster joins David Hoffman to unpack why crypto’s options market has lagged behind perps, and why he believes that is changing. From the October 10 crash to a $300,000 Ethereum trade, they explore the different risks of leveraged bets, where options-based yield comes from, and why the deadline matters. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Why Options Lagged 5:56 The October 10 Shift 9:03 Options vs. Perps 21:37 Market Size & Economics 27:26 Derive’s HYPE Strategy 30:01 Why Onchain Matters 33:09 Inside the Risk Engine 35:51 What V3 Changes 38:02 Options in Everyday Apps 41:53 Does Volume Lift Prices? 44:08 Following Derive --- RESOURCES Nick Forster https://x.com/nickforster Derive https://x.com/DeriveXYZ --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy 11.09.2026 1Std. 4Min.

  Crypto speculation is back, but is this really a new bull phase? Ryan and David unpack the altcoin surge, Treasury’s escalating bond-market fight, Robinhood’s tokenized stock boom, and the OpenAI controversy raising new questions about AI, privacy, and ownership. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS & RESOURCES 0:00 Intro 2:03 Altcoin Season & Degen Debasement Trade https://www.tradingview.com/symbols/BTC.D/ https://x.com/JustDeauIt/status/2095608847381733386 16:00 Treasury vs. The Bond Market https://x.com/KobeissiLetter/status/2097708859531923682 https://x.com/KobeissiLetter/status/2097719382533177507 https://x.com/uncnooman/status/2097579298181853548 https://x.com/Hedgeye/status/2098029288092013024 https://x.com/Hedgeye/status/2098045985926914317 https://x.com/KobeissiLetter/status/2097746862463955076 http://pbs.org/newshour/politics/watch-trump-promises-5000-dividend-for-americans-if-gop-wins-midterms 27:31 Robinhood Chain & AMC’s Tokenized Stock War https://x.com/0xcarlosg/status/2096919808235208766 https://x.com/uttam_singhk/status/2096903386168021033 https://x.com/Pumpfun/status/2097785975434846285 https://x.com/haydenzadams/status/2095874039927509161 https://x.com/haydenzadams/status/2095932954417451020 https://x.com/CEOAdam/status/2095622531524784212 https://x.com/vladtenev/status/2095711439810159027 https://x.com/CEOAdam/status/2095761359388520460 https://x.com/Ryan__Rigg/status/2097744223269188000 https://x.com/TrustlessState/status/2098063002205659638 40:12 OpenAI Math & Privacy Controversy https://x.com/OpenAI/status/2097374640582668336 https://x.com/OpenAI/status/2097375276384567642 https://x.com/hosseeb/status/2097217378753106336 https://x.com/TrustlessState/status/2097396382982340783 52:30 Hunter Biden’s LAPTOP Memecoin https://x.com/WatcherGuru/status/2097696366596071825 https://x.com/HunterBiden/status/2097790749861638547 55:00 MetaMask Split & Ethereum’s Smart Wallet Future https://x.com/MetaMask/status/2097689508187680794 https://www.theblock.co/news/business/2026-09-09-consensys-splits-metamask-institutional-ethereum-infrastructure-businesses-414022 https://x.com/TrustlessState/status/2097054140350554620 https://x.com/VitalikButerin/status/2096370186094076098 https://x.com/ethlabs_org/status/2097838222621446629 https://www.theblock.co/news/ecosystems/2026-09-08-ethereum-foundation-quantum-resistance-2029-413716 1:03:24 Clarity Act’s Do-or-Die Vote https://www.theblock.co/news/regulation/2026-08-08-majority-leader-thune-files-cloture-on-clarity-act-setting-up-sept-15-senate-vote-411211 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
• 
  The New Economics of Crypto Tokens | Austin Barack 07.09.2026 1Std. 6Min.

  What if the most interesting crypto investments of the next cycle aren’t new blockchains at all? RockawayX Liquid founder Austin Barack joins David to explain why his attention has shifted toward a small group of applications with real users, rapidly growing revenue, and increasingly explicit token value capture. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Finding Growth and Value in Crypto 4:17 Why Liquid Tokens Are Winning His Attention 7:00 How Austin Values Venice and VVV 15:34 The Biggest Bet in the Venice Model 24:53 Can Venice Balance Growth and Token Value? 32:53 Venice Growth and the OpenRouter Signal 37:31 Can Fundamental Tokens Outperform the Crypto Cycle? 43:50 Pump, Hyperliquid and EtherFi 48:57 EtherFi’s Shift Into a Neo Brokerage 58:24 Why the Market Discounts Pump 1:02:42 The Next Era of Crypto --- RESOURCES Austin Barack https://x.com/AustinBarack --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  ROLLUP: Robinhood’s Meme Economy | Solana Cuts Issuance | Saylor’s Comeback | AI Alarm 04.09.2026 1Std. 6Min.

  Robinhood Chain is exploding as memecoins collide with tokenized stocks and Haseeb thinks the whole thing may end badly. Ryan and Haseeb unpack the new casino economy, Saylor’s Bitcoin comeback, Solana’s issuance cut, and the latest AI safety scare. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🔑 BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 📊 BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS & RESOURCES 0:00 Intro 2:32 Macro Bounce & Treasury-Fed Tug-of-War https://x.com/exec_sum/status/2095153582819414237 https://www.cnbc.com/2026/09/01/bessent-trump-bond-yields-g20.html https://x.com/0xVirtanen/status/2095121085079462032 https://x.com/hosseeb/status/2095008393434108373 12:41 Saylor’s Bitcoin Comeback https://x.com/saylor/status/2095524315936530834 https://x.com/Strategy/status/2094396231866777976 https://x.com/AIGOLDOfficial/status/2095360679226364361 https://x.com/AltcoinPro_/status/2095319252769366525 17:35 Robinhood Meme & Stock Token Mania https://x.com/MikeIppolito_/status/2095210343244894659 https://x.com/MikeIppolito_/status/2095211833124639103 https://x.com/haydenzadams/status/2095261533236252831 https://x.com/nansen_ai/status/2095350826047049942 https://x.com/nansen_ai/status/2095350856610926677 https://x.com/hosseeb/status/2095539969297404266 31:41 Ethereum, Solana & the Issuance Vote https://x.com/LorenzoARK/status/2094517633122979994 https://x.com/web3_data/status/2095054796344406404 https://x.com/0xcarlosg/status/2095444848551633401 https://x.com/P2Pvalidator/status/2094363684361388089 https://x.com/stevenzeiler/status/2094908384789123200 https://x.com/mert/status/2093359812633616577 46:52 21 Banks Chase Stablecoins https://www.reuters.com/business/finance/goldman-sachs-bofa-others-plan-issue-dollar-stablecoin-together-2027-2026-09-01/ 50:44 KYC Breach Fallout https://krebsonsecurity.com/2026/09/fbi-probes-service-selling-153m-drivers-licenses/ https://x.com/ErikVoorhees/status/2095319741716193431 https://x.com/rstormsf/status/2095331699672732122 56:56 Astra Raises AI Alarms https://venturebeat.com/technology/welcome-to-the-agi-era-openai-launches-gpt-6-astra --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  FWA and the New Market Structure for NFTs | Adam (Rhynotic) and Eric Conner 03.09.2026 55Min.

  What if the answer to NFT liquidity looked more like opening a Pokémon pack than trading on a traditional marketplace? FWA creator Adam “Rhynotic” joins David Hoffman and Eric Conner to unpack Fake World Assets, an Ethereum protocol combining random NFT pulls, ETH-backed liquidity and permissionless market infrastructure. They explore why FWA has made NFTs fun again, how its unusual pricing and buyback mechanics work, the FWA token, custom pools and FWAR's new approach to NFT launches. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 What Is Fake World Assets? 1:38 Making NFTs Fun Again 3:55 How the FWA Pool Works 8:42 Why Eric Is Bullish on FWA 13:20 A Liquidity Layer for NFTs 16:00 From NFTs to Real-World Assets 20:13 Pricing, Buybacks and Incentives 28:36 Custom Pools and New NFT Markets 31:57 The FWA Token 39:06 FWAR and a New Way to Launch NFTs 48:47 What Comes Next for FWA 50:12 Multichain FWA and the Bigger Vision 54:46 Closing Thoughts --- RESOURCES Adam (Rhynotic) https://x.com/Rhynotic Eric Conner https://x.com/econoar --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  "We Want to Be Bigger Than the CME" | Kalshi's John Wang 01.09.2026 1Std. 7Min.

  Kalshi’s ambition extends far beyond winning prediction markets. It wants to become the largest exchange on Earth. John Wang joins David to explain Kalshi’s regulated crypto-perps push, upcoming gold and silver markets, international expansion, and the strategy for turning retail event contracts into serious institutional hedging infrastructure. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Is Kalshi a Crypto Company? 3:56 Global Expansion and the Regulated Edge 14:55 The Regulated Perps Bet 21:38 Combining Perps and Predictions 27:51 The Insider Trading Problem 38:50 Who Owns Market Information? 45:58 From Sportsbooks to the CME 55:24 Prediction Markets for Institutions 1:02:40 Kalshi Versus Polymarket --- RESOURCES John Wang https://x.com/j0hnwang --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi 31.08.2026 54Min.

  Robotics hype is everywhere, but are humanoids actually the main event? Lux Capital partner Shahin Farshchi joins David to explain why the bigger opportunity may be AI-powered automation hiding inside factories, warehouses, and other industrial settings. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Is the Robotics Hype Justified? 2:02 Why Humanoids Aren’t the Main Story 8:14 Robotics vs. Automation 12:20 Specialized Robots vs. Generalists 19:24 Making Robotics Accessible 22:25 AI Unlocks New Robotic Tasks 24:52 Robotics’ Internet Moment 27:52 Robots, Jobs, and Cheap Labor 31:28 What Automation Does to the Economy 39:07 What Still Holds Robotics Back 42:30 How AI Actually Powers Robots 50:49 The Robotics Data Bottleneck 53:34 Robotics Companies to Watch --- RESOURCES Shahin Farshchi https://x.com/Farshchi --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch 28.08.2026 1Std. 6Min.

  Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. Ryan and Haseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stocks push, Ethena’s token reset, and whether AI is starting to consume the world’s capital. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑 BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 📊 BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯 THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑 BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS & RESOURCES 0:00 Intro 0:31 Crypto Energy Shift & Bitcoin’s New Cycle https://x.com/hosseeb/status/2091945147357675623 https://www.theblock.co/news/markets/2026-08-23-bitcoin-record-weekly-dollar-gain-412547 5:55 The Bessent Put https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html https://x.com/DeItaone/status/2091852135675658265 https://x.com/CGasparino/status/2091918792146247833 14:11 Druckenmiller vs. Bessent https://x.com/NickTimiraos/status/2092023686148817227 23:31 Debasement Trade Returns https://www.cnbc.com/2026/08/26/debasement-trade-to-take-bitcoin-to-300000-in-2029-bernstein-says-.html https://x.com/TimmerFidelity/status/2092991527127789913 https://x.com/fundstrat/status/2091895628003528804 30:03 Coinbase Tokenized Stocks https://x.com/base/status/2091918696620896485 41:14 Ethena’s Token Reset https://x.com/EthenaFndtn/status/2092976592738001383 https://x.com/hosseeb/status/2090828427574268023 53:59 AI Capital Hunger https://x.com/RaoulGMI/status/2092704327227867585 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren 27.08.2026 51Min.

  Wall Street wants to come onchain, but public-by-default finance creates a problem institutions cannot ignore. ETH Systems co-founders Mo Jalil and Oskar Thoren join David to explain why privacy may be one of Ethereum’s biggest institutional unlocks, what banks and asset managers are actually asking for, and why the opportunity goes far beyond private payments. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 ETH Systems 1:34 The Founders 5:28 Institutional Privacy 12:43 Real-World Use Cases 21:19 From Bespoke to Scalable 30:22 Building the Product 33:40 Institutions Are Coming 35:40 The Future of Institutional DeFi 40:24 Privacy vs Transparency 46:51 What Ethereum Can Do? 49:54 Cypherpunks and Institutions --- RESOURCES Oskar Thoren https://x.com/oskarth Mo Jalil https://x.com/motypes EthSystems https://x.com/eth_systems --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  Coinbase Launches Tokenized Stocks on Base | Jesse Pollak 25.08.2026 51Min.

  The stock market is coming onchain. Jesse Pollak joins David to unpack Coinbase Tokenized Stocks, a new push to bring one-to-one equities onto Base with 24/7 trading, dividends, governance rights and permissionless onchain composability. They explore what happens when stocks plug directly into DeFi, why borrowing and lending may matter more than trading itself, how neobanks could evolve into global brokerages, and Jesse’s bigger vision for Base as the financial backend for stocks, payments, credit and local currencies around the world. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Coinbase Brings Tokenized Stocks to Base 5:17 Permissionless Stocks and the First Assets Going Live 10:11 Plugging Stocks Into Base DeFi 17:52 From Tokenized Stocks to Neo Brokerages 23:32 Crypto as a Global Financial System 27:20 What Builders Can Create With Onchain Stocks 32:04 Bringing Every Currency Onchain 42:47 Jesse’s Role at Base and the Everything Exchange 49:50 Tokenized Stocks Beyond Base --- RESOURCES Jesse Pollak https://x.com/jessepollak --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  What's Next for Bitmine after 5% of ETH? | Chairman Tom Lee 24.08.2026 1Std. 7Min.

  BitMine is within reach of owning 5% of ETH after more than 60 consecutive weeks of purchases, and Tom Lee believes the larger Ethereum trade may only be beginning. He joins David to explain how BitMine accumulated nearly 5% without debt, why it sometimes chooses stock buybacks over additional ETH, what happens when the target is reached, and whether the company would ever sell. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 BitMine’s Rapid March Toward 5% of ETH 3:36 More Than 60 Consecutive Weeks of ETH Purchases 5:29 Where BitMine’s Capital Comes From 8:27 What Happens When BitMine Reaches 5%? 13:47 Would BitMine Ever Sell Its ETH? 15:29 Maven and BitMine’s Evolution Beyond a Treasury Company 16:52 Ethereum’s Next Narrative 23:06 Does Ethereum Actually Capture Value? 29:13 Is ETH a Store of Value or a Cash-Flowing Asset? 35:19 What BitMine Has Learned From Michael Saylor 37:42 Why BitMine Issued BMNP 42:13 The Proposal That Could Reduce Staking Yield to Zero 47:54 Funding Ethereum Foundation Spinouts 53:23 BitMine’s Role in Ethereum’s Future 1:02:14 Is AI Crowding Crypto Out of the Market? 1:05:11 Has the Crypto Market Already Bottomed? 1:06:18 Tom Lee’s ETH Price Outlook --- RESOURCES Tom Lee https://x.com/fundstrat --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures