ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy
Crypto speculation is back, but is this really a new bull phase? Ryan and David unpack the altcoin surge, Treasury’s escalating bond-market...
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The New Economics of Crypto Tokens | Austin Barack
What if the most interesting crypto investments of the next cycle aren’t new blockchains at all? RockawayX Liquid founder Austin Barack join...
ROLLUP: Robinhood’s Meme Economy | Solana Cuts Issuance | Saylor’s Comeback | AI Alarm
Robinhood Chain is exploding as memecoins collide with tokenized stocks and Haseeb thinks the whole thing may end badly. Ryan and Haseeb unp...
FWA and the New Market Structure for NFTs | Adam (Rhynotic) and Eric Conner
What if the answer to NFT liquidity looked more like opening a Pokémon pack than trading on a traditional marketplace? FWA creator Adam “Rhy...
"We Want to Be Bigger Than the CME" | Kalshi's John Wang
Kalshi’s ambition extends far beyond winning prediction markets. It wants to become the largest exchange on Earth. John Wang joins David to...
Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi
Robotics hype is everywhere, but are humanoids actually the main event? Lux Capital partner Shahin Farshchi joins David to explain why the b...
ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch
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, t...
Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren
Wall Street wants to come onchain, but public-by-default finance creates a problem institutions cannot ignore. ETH Systems co-founders Mo Ja...
Coinbase Launches Tokenized Stocks on Base | Jesse Pollak
The stock market is coming onchain. Jesse Pollak joins David to unpack Coinbase Tokenized Stocks, a new push to bring one-to-one equities on...
What's Next for Bitmine after 5% of ETH? | Chairman Tom Lee
BitMine is within reach of owning 5% of ETH after more than 60 consecutive weeks of purchases, and Tom Lee believes the larger Ethereum trad...
ROLLUP: Is the Bull Market Back? | Treasury QE | Trump Pumps Crypto | SEC Token Rules
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 cryp...
Why Ethereum MUST Change Its Monetary Policy | Sam Jernigan and Jerome de Tychey
Ethereum may be paying too much to secure itself, and the consequences could extend far beyond a little extra ETH issuance. Jerome de Tychey...
Why Raising Rates Would Actually Calm Markets | Jim Bianco
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...
EtherFi’s Next Act: Stocks, Loans, and Global Banking | Mike Silagadze
EtherFi is expanding from a crypto-native neobank into a broader financial account built around DeFi. Mike Silagadze joins David to break do...
ROLLUP: Bitcoin’s Fork Died in 2 Blocks | Saylor Sells Again | Robinhood Chain | Fidelity Staking
Bitcoin’s latest fork died after just two blocks. Ryan and David unpack what the failure says about Bitcoin maximalism, why Saylor keeps sel...
NEAR’s New Token Utility and AI Economy | Illia Polosukhin
What if staking a token could keep an AI agent thinking? NEAR cofounder Illia Polosukhin joins David to explain NEAR’s new staking-powered i...
The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze
Ethereum’s latest staking proposal is sparking backlash across DeFi. Aave founder Stani Kulechov and EtherFi CEO Mike Silagadze join David t...
ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad
Ethereum’s monetary policy is suddenly up for debate. Ryan and David unpack the issuance fight dividing researchers and DeFi builders, the C...
$ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas
Memecoins were supposed to be a dead end, but Mike Dudas believes their deeper idea is only beginning to spread. The 6MV investor joins Davi...
The Next Bull Market is Here, and Obvious | Spencer and Aleks, Blockchain Capital
Crypto prices are weak, OG sentiment is exhausted, and institutions are leaning in. Blockchain Capital GPs Aleks Larsen and Spencer Bogart j...