Bankless
Bankless
0
Bankless is a podcast that serves as a comprehensive guide to crypto finance, covering topics such as DeFi, NFTs, and cryptocurrencies. It aims to help listeners level up their understanding and go bankless.
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Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle 16.09.2026 51分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 45分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 1時間 4分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 1時間 6分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 -
ROLLUP: Robinhood’s Meme Economy | Solana Cuts Issuance | Saylor’s Comeback | AI Alarm 04.09.2026 1時間 6分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 -
FWA and the New Market Structure for NFTs | Adam (Rhynotic) and Eric Conner 03.09.2026 55分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 -
"We Want to Be Bigger Than the CME" | Kalshi's John Wang 01.09.2026 1時間 7分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 -
Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi 31.08.2026 54分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 -
ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch 28.08.2026 1時間 6分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 -
Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren 27.08.2026 51分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 -
Coinbase Launches Tokenized Stocks on Base | Jesse Pollak 25.08.2026 51分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 -
What's Next for Bitmine after 5% of ETH? | Chairman Tom Lee 24.08.2026 1時間 7分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 -
ROLLUP: Is the Bull Market Back? | Treasury QE | Trump Pumps Crypto | SEC Token Rules 21.08.2026 1時間 2分Crypto just had one of its biggest breakout days in years. Ryan and David unpack the Treasury’s QE-like move, the White House and SEC’s crypto push, ETH’s violent rebound, and whether this rally finally broke the back of the bear market. --- 📣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 0:08 Crypto Market Breakout: BTC, ETH & ETFs https://x.com/Matt_Hougan/status/2090070306199089249 https://x.com/HHorsley/status/2090198850485338569 https://x.com/jonnym1ller/status/2090196488500723745 https://x.com/TheBlockCo/status/2089338657605898711 17:14 White House Pumps Crypto https://x.com/WhiteHouse/status/2090152688302411815 https://x.com/Bankless/status/2090449581171454021 https://x.com/ChairmanSelig/status/2090159414170771778/video/1 https://x.com/tradfi/status/2090154939675021396 22:40 Treasury's QE-Like Move https://home.treasury.gov/news/press-releases/sb0607 https://x.com/Hedgeye/status/2090058257180029345 https://x.com/biancoresearch/status/2090065814581911653 https://x.com/KobeissiLetter/status/2090212967317115053 https://x.com/fejau_inc/status/2090071008652980699 31:42 Did the Bear Market Just End? 40:58 SEC Unveils New Crypto Rules https://x.com/SECGov/status/2089784594409103507 https://x.com/SECPaulSAtkins/status/2089788275913322994 50:53 Stablecoins Get Accounting Boost https://www.fasb.org/news-and-meetings/in-the-news/fasb-seeks-public-comment-on-proposal-to-enhance-cash-equivalents-disclosures-and-clarify-the-cash-equivalents-evaluation-for-certain-digital-assets-425287 https://x.com/TrustlessState/status/2090230682781938071 https://x.com/austincampbell/status/2090231550080094599 53:01 Crypto Apps & DeFi Momentum https://x.com/ErikVoorhees/status/2089375845425287610 https://x.com/business/status/2089077253778915636 https://x.com/paulerlanger/status/2089733900109021486 https://x.com/TrustlessState/status/2090140422513348899 https://x.com/Compound_xyz/status/2089386082441871388 1:01:11 Bullish Into the Close --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
Why Ethereum MUST Change Its Monetary Policy | Sam Jernigan and Jerome de Tychey 20.08.2026 1時間 22分Ethereum may be paying too much to secure itself, and the consequences could extend far beyond a little extra ETH issuance. Jerome de Tychey, co-author of EIP-8363, and Sam Jernigan join David Hoffman to make the case for stake targeting, a proposal designed to stop Ethereum’s staking ratio from climbing indefinitely. They debate what happens if more than half of ETH becomes staked, whether today’s issuance threatens credible neutrality, why staking may be crowding out DeFi, what lower rewards could mean for ETH’s monetary premium, and whether solo stakers and institutional holders ultimately win or lose from the change. Subscribe for more conversations on Ethereum’s monetary policy and future. --- 📣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 Why Ethereum Needs Stake Targeting 4:27 What Actually Breaks With More ETH Staked? 9:54 The 50% Social Backstop 18:24 Ethereum’s Protocol vs. Its DeFi Economy 21:30 Is Staking Crowding Out DeFi? 26:19 Dilution, Subsidies, and ETH Price 35:46 Would Lower Rewards Hurt or Help DeFi? 49:48 What About Tom Lee and Institutional ETH Holders? 57:02 Does This Hurt Solo Stakers? 1:09:01 Why EIP-8363 Is So Contentious 1:18:10 The Final Case for Changing Issuance --- RESOURCES Jerome de Tychey https://x.com/jdetychey Sam Jernigan https://x.com/macrosam --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
Why Raising Rates Would Actually Calm Markets | Jim Bianco 17.08.2026 1時間 9分The Fed may no longer be a one-person institution, and markets are not ready for the consequences. Jim Bianco joins David Hoffman to unpack Kevin Warsh's emerging 12-voter Fed, the end of forward guidance, and the counterintuitive case that higher short-term rates could actually pull long-term yields lower. They also explore sticky inflation, why balance sheet reduction cannot happen overnight, how AI capex is reshaping the economy, why the AI bubble may look more like 1998 than 2000, and why Bitcoin needs more strong crypto rather than deeper dependence on Wall Street and Washington. --- 📣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 ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN https://bankless.cc/coinbase-one-card 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 A New Fed Takes Shape 4:34 Warsh's Good Family Fight 10:16 The End of Forward Guidance 17:07 Markets Learn to Price Ambiguity 22:29 Why Rate Cuts Raised Long-Term Yields 26:42 Inflation Changes the Vote 30:42 Rates or Balance Sheet? 35:00 The Case for Higher Rates 41:07 AI Capex and the Economy 49:17 Warsh's AI Deflation Bet 53:51 The Bubble Comes Later 1:02:00 Gold, Bitcoin, and Debasement 1:07:04 Strong Crypto vs Weak Crypto --- RESOURCES Jim Bianco https://x.com/biancoresearch Jim’s podcast https://www.youtube.com/watch?v=mhq-IKbzpDs&list=PLdyJxdkS1yBU --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
EtherFi’s Next Act: Stocks, Loans, and Global Banking | Mike Silagadze 14.08.2026 42分EtherFi is expanding from a crypto-native neobank into a broader financial account built around DeFi. Mike Silagadze joins David to break down the next version of the product, including tokenized stocks and metals, Aave V4-powered credit, yield-bearing balances, global fiat rails, and a much more normie-friendly experience. --- 📣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 ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN https://bankless.cc/coinbase-one-card 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 EtherFi’s Next Act 4:20 Stocks, Yield, and Credit 9:48 Building Beyond the Crypto Casino 16:05 Tokenized Assets and Aave V4 22:03 How EtherFi’s Lending Market Works 26:32 EtherFi Summer and What Comes Next 30:05 From Fiat Rails to Crypto Payments 37:05 ETHFI Buybacks, Privacy, and the Endgame --- RESOURCES Mike Silagadze https://x.com/MikeSilagadze --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
ROLLUP: Bitcoin’s Fork Died in 2 Blocks | Saylor Sells Again | Robinhood Chain | Fidelity Staking 13.08.2026 55分Bitcoin’s latest fork died after just two blocks. Ryan and David unpack what the failure says about Bitcoin maximalism, why Saylor keeps selling BTC, Robinhood Chain’s breakout, and Fidelity’s push to bring staking yield to Wall Street. --- 📣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 ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN https://bankless.cc/coinbase-one-card 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Intro 3:21 Bitcoin Markets: Inflation, Gold, Saylor & the Bottom https://x.com/KobeissiLetter/status/2087525891911893362 https://capitalwars.substack.com/p/china-restarts-her-great-debasement https://thedefireport.io/research/did-the-u-s-treasury-just-implement-a-qe-lite-policy https://x.com/saylor/status/2086785552355860895 22:12 Bitcoin’s Failed Fork https://x.com/ercwl/status/2086079471853985980 https://x.com/lopp/status/2086512275012075811 https://x.com/nic_carter/status/2086108921689682213 32:43 Robinhood Chain Takes #1 https://x.com/AvgJoesCrypto/status/2086889992035717166 https://dune.com/entropy_advisors/robinhood-chain-network-overview https://x.com/vladtenev/status/2087407743028355336 40:46 FOMO vs Pump https://x.com/stacy_muur/status/2087206916447670564 https://x.com/seyong/status/2087210357370577394 https://www.bankless.com/read/the-pump-vs-fomo-rivalry https://fomo.family/ 45:39 Clarity Act Faces Trouble https://x.com/EleanorTerrett/status/2085543590583836678 https://www.theblock.co/news/regulation/2026-08-11-whats-next-for-clarity-act-september-brings-tough-road-ahead-411465 https://www.theblock.co/news/regulation/2026-08-11-sec-crypto-rules-token-safe-harbor-td-cowen-411455 https://polymarket.com/event/clarity-act-signed-into-law-in-2026 47:55 Fidelity Bets on Staked ETH https://x.com/CoinDesk/status/2087475561316622745 53:00 Venice Revenue Keeps Climbing https://x.com/AustinBarack/status/2087336389654270398 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
NEAR’s New Token Utility and AI Economy | Illia Polosukhin 11.08.2026 51分What if staking a token could keep an AI agent thinking? NEAR cofounder Illia Polosukhin joins David to explain NEAR’s new staking-powered inference model, where yield funds access to confidential and verifiable AI. They unpack how NEAR AI Cloud, IronClaw, Intents, and the NEAR token fit into one integrated economy for autonomous agents, why AI outputs may need cryptographic proof when money is at stake, and how GPU compute could become a liquid global market. --- 📣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 ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN https://bankless.cc/coinbase-one-card 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Private, Verifiable AI 4:57 Why AI Outputs Need Proof 9:13 From Staking Yield to Inference 16:16 NEAR’s Integrated AI Stack 20:01 NEAR as AI Money 24:27 Autonomous Businesses 28:51 Partners and Real-World Uses 33:26 What NEAR Ships Next 38:01 Where AI Value Accrues 40:56 The AI Operating System 48:07 Turning Compute Into a Market 51:48 Closing Thoughts --- RESOURCES Illia Polosukhin https://x.com/j0hnwang Near revenue https://revenue.near.org/ --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze 10.08.2026 54分Ethereum’s latest staking proposal is sparking backlash across DeFi. Aave founder Stani Kulechov and EtherFi CEO Mike Silagadze join David to break down why stake tapering could push ETH yield toward zero, weaken solo staking, drive capital out of DeFi, and make ETH less attractive to institutions. They debate Ethereum’s monetary policy, whether the network is overpaying for security, and why trying to make ETH more like Bitcoin could undermine what makes Ethereum valuable in the first place. Subscribe for more conversations from the frontier of crypto. --- 📣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 ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN https://bankless.cc/coinbase-one-card 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS Intro 0:00 0:09 Ethereum’s Staking Debate 2:41 Stani’s First Reaction 7:48 Mike’s Centralization Concerns 14:37 DeFi Under Pressure 17:15 Stani on Yield and Cash Flow 24:54 The Case for Vanilla Ether 27:20 Mike Pushes Back 34:27 Issuance and Monetary Policy 35:16 Minimum Viable Issuance 40:47 Institutions Need Predictability 46:10 Conservative Yield, Not Zero 47:46 Legitimacy and Process 52:54 Final Verdict on the EIP --- RESOURCES Stani Kulechov https://x.com/StaniKulechov Mike Silagadze https://x.com/MikeSilagadze --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures -
ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad 07.08.2026 1時間 6分Ethereum’s monetary policy is suddenly up for debate. Ryan and David unpack the issuance fight dividing researchers and DeFi builders, the Coldcard exploit that hit users who “did everything right,” Saylor’s latest Bitcoin sale, and markets ripping back to all-time highs. --- 📣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 ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN https://bankless.cc/coinbase-one-card 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Intro 0:25 Markets, AI, and Bitcoin https://x.com/bulltheoryio/status/2084634593836372202 https://www.vanityfair.com/story/anthropic-situational-awareness-wedding 6:31 Saylor’s Bitcoin Selloff https://x.com/hedgeye/status/2084278278794117372 https://x.com/zerohedge/status/2084247862833971631 https://x.com/saylor/status/2084315637715763579 18:00 Ethereum Issuance Fight https://x.com/zoomerfied/status/2084641592615256254 https://x.com/jdetychey/status/2084638778677751889 https://issuance.wtf/ https://x.com/TrustlessState/status/2084685295484633349 https://x.com/StaniKulechov/status/2084925768711213105 https://x.com/StaniKulechov/status/2084667208668467574 https://x.com/DCinvestor/status/2084971858311438688 https://x.com/MikeSilagadze/status/2084703078909907000 39:59 Coldcard Wallet Drain https://x.com/itscoachgoodman/status/2083527082223563157 https://techcrunch.com/2026/08/04/hackers-steal-over-130-million-by-exploiting-bug-in-offline-hardware-wallets/ https://www.coindesk.com/tech/2026/08/05/coldcard-exploit-could-boost-demand-for-regulated-bitcoin-exposure-analysts-say https://thedefiant.io/news/hacks/i-did-everything-right-coldcard-victims-recount-losing-life-savings https://x.com/EpsilonTheory/status/2083642741075124680 https://x.com/lopp/status/2083575437599371321 https://x.com/AriDavidPaul/status/2083591462726361235 https://x.com/PeterMcCormack/status/2083631731052290261 52:00 Uniswap, Clarity, and Crypto Updates https://x.com/Uniswap/status/2084678603812274275 https://polymarket.com/event/clarity-act-signed-into-law-in-2026/clarity-act-signed-into-law-in-2026 https://www.coindesk.com/policy/2026/07/27/u-s-senate-puts-off-crypto-clarity-act-for-now-as-it-focuses-limited-bandwidth-elsewhere https://x.com/Cloudflare/status/2084648084131242402 https://x.com/NEARProtocol/status/2082879865385062520 https://x.com/zerohedge/status/2084614210118426971 https://x.com/arc/status/2084993791413678099 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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