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The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

  1. ROLLUP: Crypto Bullish Again? | OpenUSD vs USDC | Robinhood Chain | Trump’s $1.4B Haul

    1 day ago ·  Video

    ROLLUP: Crypto Bullish Again? | OpenUSD vs USDC | Robinhood Chain | Trump’s $1.4B Haul

    Crypto looks bullish again, but the receipts are complicated. David and Ryan unpack OpenUSD’s USDC threat, Robinhood Chain’s tokenized stocks, Saylor’s hedge-fund pivot, Venice’s token dilemma, Cloudflare’s stablecoin payments, and Trump’s $1.4B crypto haul. --- 📣OKX | THE NEW MONEY APP https://app.okx.com/en-us/join/usbankless --- BANKLESS SPONSOR TOOLS: 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS & RESOURCES  0:00 Intro 2:37 Market Bounce + Fed Watch https://x.com/KillaXBT/status/2072288076928266434 https://www.cnbc.com/2026/07/01/kevin-warsh-ecb-forum-live-updates.html https://polymarket.com/event/fed-decision-in-july-181 https://thedefireport.io/research/52-of-the-btc-supply-is-now-in-the-red https://x.com/Geiger_Capital/status/2072660106035028395 8:37 Strategy’s Digital Credit Capital Framework https://x.com/saylor/status/2071565162377568377 https://x.com/Strategy/status/2071565225699004761 16:37 The Rise of Robinhood Chain https://x.com/RobinhoodApp/status/2072390893181481419 https://x.com/charliekerr/status/2072477658802217187 https://x.com/EntropyAdvisors/thread/2072395320752050212 https://x.com/trent_vanepps/status/2072405895313588351 https://x.com/Lighter_xyz/status/2072394977729040722 https://x.com/Lighter_xyz/status/2072401925094441109 26:10 Venice AI Becomes a Unicorn https://techcrunch.com/2026/07/01/venice-ai-becomes-a-unicorn-with-65m-series-a-as-its-privacy-first-ai-platform-takes-off/ https://x.com/ErikVoorhees/status/2072326370206581037 https://x.com/ErikVoorhees/status/2072336126912630921 https://x.com/MikeIppolito_/status/2072353260795572281 https://x.com/ChainLinkGod/status/2072378849921577306 https://x.com/CosimoCapital/status/2072450958270050394 35:07 OpenUSD vs USDC https://joinopenstandard.com/blog/introducing-open-usd/ https://x.com/stripe/status/2071948464762618051 https://x.com/jerallaire/status/2072252803163255179 https://x.com/lorenzoark/status/2071997238713127404 https://x.com/HadickM/thread/2072286093744234864 https://x.com/koeppelmann/status/2071961529671418065 https://x.com/paoloardoino/status/2071982330915225771 46:10 Ethereum Institutional Launches https://x.com/ethereuminsti/status/2072304960142729373 https://www.ethereuminstitutional.org/ https://x.com/fundstrat/status/2072318453248094708 https://x.com/Sharplink/status/2072307000298397834 https://x.com/ethlabs_org/status/2072326438594748921 49:03 Trump’s $1.4B Crypto Disclosure https://x.com/aggrnews/status/2072059335081967812 https://x.com/AC360/status/2072128334666879070  https://x.com/business/status/2072069350060617837 54:28 Solana Memecoin Revival https://x.com/TrustlessState/status/2072653822283874481 https://www.coingecko.com/en/coins/the-black-bull https://x.com/Adam_Tehc/status/2072183263893065930 https://polymarket.com/event/what-price-will-ansem-hit-in-2026 59:20 Cloudflare x402 Stablecoin Payments https://blog.cloudflare.com/monetization-gateway/ https://youtu.be/TKVY4hVAd9g 1:02:08 Meme of the Week https://x.com/pubity/status/2072436231284072635 https://x.com/FoxNews/status/2072357302942752993 https://x.com/RidazLp2/status/2072563280602927377/photo/4 1:03:35 Closing & Disclosures --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 4min
  2. How Ondo Is Bringing Stocks and Perps Onchain | Ian De Bode

    2 days ago ·  Video

    How Ondo Is Bringing Stocks and Perps Onchain | Ian De Bode

    The stock market is starting to move onchain, and Ondo is one of the teams building the rails. Ian De Bode joins David to explain how Ondo brought tokenized SpaceX stock to Ethereum minutes after trading began, why tokenized equities need real market liquidity instead of shallow DEX pools, and how Ondo Perps could unlock a new generation of RWA trading by using tokenized stocks as collateral. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium --- TIMESTAMPS 0:00 Ondo’s RWA Moment 1:17 How SpaceX Stock Hit Ethereum in Minutes 2:57 What Actually Backs a Tokenized Stock? 4:49 The Onchain and Offchain Market Machine 10:29 Where the Demand Comes From 12:46 The Most Popular Tokenized Stocks 14:54 Why Perps Need Better Collateral 20:46 New Strategies for Onchain Asset Management 25:02 The Next 12 to 18 Months 26:14 How Big Can Perps Get? 28:46 Offshore Versus Onshore Perp Markets 32:05 Inside Ondo Perps 36:24 Why Not Build on Hyperliquid? 37:49 Launch Timeline and Early Demand 39:48 Will Wall Street Incumbents Compete or Help? 43:52 Ondo’s 2026 Roadmap 45:22 Remembering Nathan Allman --- RESOURCES Ian De Bode https://x.com/iandebode --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    49 min
  3. Strategy is Trapped & in Crisis — "It's Basically a Hedge Fund Now" | Jeff Dorman & Matt Walsh

    3 days ago ·  Video

    Strategy is Trapped & in Crisis — "It's Basically a Hedge Fund Now" | Jeff Dorman & Matt Walsh

    Michael Saylor’s Strategy bought itself time, but did it actually solve the problem? David sits down with Jeff Dorman and Matt Walsh to unpack Strategy’s increasingly complex capital structure, why $STRC and MSTR are now fighting for oxygen, whether Saylor may need to sell Bitcoin, and why the company is starting to look less like a levered BTC play and more like an actively managed hedge fund. --- 📣OKX | THE NEW MONEY APP https://app.okx.com/en-us/join/usbankless --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium --- TIMESTAMPS 0:00 Intro 2:30 Can Stretch Return to 100? 4:00 Explaining the New Framework 4:43 Can the Capital Stack Coexist? 6:39 Refunding the Converts 8:32 MNAV Near the Breaking Point 11:15 Option Value or Investor Betrayal 15:37 Legal Risk and Retail Exposure 19:52 Buying Time, Not Solving It 22:20 Scenario Odds After the Pivot 24:54 Sell Bitcoin or Wait 28:59 M&A as a New Path 34:13 Temporary Relief, Future Crash 36:21 Slow Bleed, Not Bankruptcy 40:58 Bitcoin Needs a Bigger Narrative 46:56 Would Jeff Buy Stretch? 48:26 Is the Model Actually Genius? 52:09 Closing & Disclaimers --- RESOURCES Matt Walsh https://x.com/MattWalshInBos Jeff Dorman https://x.com/jdorman81 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    54 min
  4. Ethlabs: The New Org to Make Ethereum Win | Ansgar & Caspar

    5 days ago ·  Video

    Ethlabs: The New Org to Make Ethereum Win | Ansgar & Caspar

    Ethereum has a new R&D lab, and its mission is blunt: make Ethereum and ETH win. In this episode, David sits down with Ansgar and Caspar, two co-founders of Ethlabs, to unpack why the organization exists, how it complements the Ethereum Foundation, and what it means to put Ethereum back on offense. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 What is Ethlabs? 2:35 The EF Narrows Its Mission 9:30 Putting Points on the Board 13:06 Principles Need Users 14:53 ETH the Asset and Ethereum the Network 17:33 Scaling, Interop, and Growth Workstreams 22:52 The Talent Behind Ethlabs 25:27 What a New Organization Unlocks 27:53 Pro Markets, Pro Growth, Pro ETH 30:51 The Trillion Dollar ETH Question 37:07 Who Steers Ethereum? 39:55 Shared Vision, Different Path 45:13 Funding Ethlabs 51:54 Hiring for Ethlabs 54:24 Ethereum’s Long Arc 58:14 What Comes First --- RESOURCES Ansgar Dietrichs https://x.com/adietrichs Caspar Schwarz-Schilling https://x.com/casparschwa Ethlabs https://ethlabs.org/ --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    59 min
  5. ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

    26 Jun ·  Video

    ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

    Markets are bleeding as Bitcoin breaks below $60K and Strategy faces its biggest test yet. Ryan and David unpack Saylor’s three-way squeeze, ETH Labs vs. the EF reset, quantum timelines moving up, and Illinois’ new crypto tax. --- 🧭OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Intro 3:35 Bitcoin Below $60K and Strategy’s 3 Body Problem https://www.tradingview.com/chart/KZYJV3ef/ https://www.strategy.com/ https://x.com/saylor/status/2069028571880845340 https://x.com/saylor/status/2069682624956612731 https://x.com/Pentosh1/status/2069797143917855024 https://x.com/jdorman81/status/2067616073479078386 https://x.com/jdorman81/status/2069857950202835258 https://x.com/ki_young_ju/status/2069646523668033833 https://x.com/PeterSchiff/status/2070146847692185798 https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027 17:59 ETH, Stocks, South Korea Selloff, and the AI Trade 20:59 Why Crypto Is Down: AI Attention, Debasement Pause, and the 4-Year Cycle 27:06 Mover of the Week: $CARDS and Pokemon Cards as RWAs https://www.coingecko.com/en/coins/collector-crypt 31:32 Ethereum’s Center of Gravity Shifts: EF Cuts and ETH Labs https://x.com/VitalikButerin/status/2069431500035023121 https://blog.ethereum.org/2026/06/23/ef-structure https://x.com/aerugoettinea/status/2069017140846330107 https://x.com/tkstanczak/status/2069454499509596582 https://x.com/bobbyong/status/2069965817882755342 https://x.com/ethlabs_org/status/2069104073245159573 https://ethlabs.org/thesis.html https://x.com/TrustlessState/status/2069110440903196810 https://x.com/trent_vanepps/status/2067593124398989551 51:50 White House Quantum EO: Are Crypto Timelines Moving Up? https://x.com/WhiteHouse/status/2069154174818754759 https://x.com/projecteleven/status/2069151681015627881 https://x.com/drakefjustin/status/2061793725299224676 57:25 Illinois Passes a 0.2% Crypto Transaction Tax https://x.com/0xBeaconLayer/status/2069120528238121154 https://x.com/manwithadogg/status/2069158605664756205 https://x.com/DarrenBaileyIL/status/2070149517102469527 59:50 Portfolio Check and Crypto Bottom Watch --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 4min
  6. AI, Surveillance, and the Fight for Digital Sovereignty | Near's Illia Polosukhin

    23 Jun ·  Video

    AI, Surveillance, and the Fight for Digital Sovereignty | Near's Illia Polosukhin

    What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? NEAR co-founder Illia Polosukhin joins David to explain why AI export controls could fracture the internet, how nationalized AI could become a surveillance layer, and why decentralized, user-owned AI may be the only real alternative. They also unpack Ironclaw, confidential inference, private agents, and NEAR’s push to make AI and assets fully sovereign. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Intro 3:47 Pandora’s Box Opens 6:03 AI Meets Government 7:16 Decentralizing the Stack 8:51 Why Ban Fable? 11:18 Internet Balkanization 13:57 KYC for AI? 18:43 Nationalized Models 21:07 Building Private AI 26:30 Agent Marketplace 30:26 User-Owned Alignment 35:28 Winning Against Giants 40:19 Regulation Fuels Crypto 42:24 Global AI Adoption 45:05 Compute Is the Bottleneck 49:00 Enterprise Use Cases 51:39 Confidential TVL Explained 55:25 Full Sovereign Mode --- RESOURCES Illia Polosukhin https://x.com/ilblackdragon Near Protocol https://www.near.org/ --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    57 min
  7. "The Fed Can't Print Moore's Law" - How the AI Crash Sends Bitcoin to $1M | Arthur Hayes

    22 Jun ·  Video

    "The Fed Can't Print Moore's Law" - How the AI Crash Sends Bitcoin to $1M | Arthur Hayes

    Arthur Hayes is back on Bankless, and he’s taking the W off the table. After selling HYPE, NEAR and ZEC, Arthur walks through why the AI trade started to look less asymmetric, why oil and geopolitics may still be the bear case no one wants to price, and why ETH may offer one of the cleaner setups in crypto today. Then the conversation turns bigger: AI capex, circular revenue, China’s cheap models, GPU depreciation, and the moment Arthur thinks the Fed discovers it can’t print Moore’s Law. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Why Arthur Sold HYPE, NEAR and ZEC 4:26 The AI Trade Starts to Look Crowded 6:25 How Arthur Is Positioned Now 7:15 Crypto’s Strange Market Dispersion 11:09 Oil, Iran and the Fake-Out Risk 14:16 Why the Iran Deal May Not Be Durable 17:29 Can AI Survive Higher Oil? 21:20 The AI Bubble Thesis 26:11 China’s Cheap AI Threat 30:38 The Credit Event Arthur Is Watching 35:51 The 2028 Perfect Storm 39:45 Why AI Is Draining Crypto’s Bull Market 44:28 Arthur on Inventing Perps 48:11 Why Perps Could Eat Wall Street 51:18 Socialized Loss Explained 53:21 Onshore vs Offshore Perps 55:50 Why Hyperliquid Can Flip Binance 56:30 The Perp Inventor Does Not Use Leverage --- RESOURCES Arthur Hayes https://x.com/CryptoHayes --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    58 min
  8. ROLLUP: Saylor Risk? | Warsh’s New Fed | SpaceX IPO | Coinbase’s Everything Exchange

    19 Jun ·  Video

    ROLLUP: Saylor Risk? | Warsh’s New Fed | SpaceX IPO | Coinbase’s Everything Exchange

    Equities are rallying, but Bitcoin is breaking down. David and Tom unpack Saylor’s STRC stress, Warsh’s first FOMC, SpaceX’s mega-IPO, Jito’s breakout, Coinbase’s Everything Exchange, and why perps may be crypto’s next real growth engine. --- 📣OKX | THE NEW MONEY APP https://app.okx.com/en-us/join/usbankless --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS & RESOURCES  0:00 Intro 3:07 Equities Up, Crypto Down: STRC Stress https://x.com/PeterSchiff/status/2067629492214829114 https://x.com/zackvoell/status/2067628541257429213 https://x.com/R89Capital/status/2067608064627491009 https://x.com/jdorman81/status/2067616073479078386 11:21 First FOMC with Kevin Warsh https://www.businessinsider.com/kevin-warsh-first-fomc-fed-meeting-interest-rates-2026-6 16:35 SpaceX Becomes One of the World’s Most Valuable Companies 25:43 Mover of the Month: JTO 31:01 Coinbase System Update https://www.coinbase.com/blog/system-update-take-control-of-your-money-with-coinbase https://x.com/oost_marcel/status/2067268725883981841 https://x.com/coinbase/status/2066890566667796530 https://www.theblock.co/post/405012/coinbase-unveils-system-update-unlocking-an-ai-advisor-global-unified-liquidity-options-trading-and-more 37:42 Anchorage Brings Hyperliquid to Institutions https://x.com/nathanmccauley/status/2066906951464947966 46:23 Blockworks Acquires Messari https://x.com/blockworks/status/2065468327120576863 50:40 UK Moves to Ban Social Media for Children https://x.com/keir_starmer/status/2066458640010158571 57:50 Polymarket World Cup Trade https://polymarket.com/sports/world-cup/bracket https://polymarket.com/event/world-cup-winner 59:50 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 1min
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About

The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

Information

  • Creator
    Bankless
  • Years Active
    2020 - 2026
  • Episodes
    1.3k
  • Rating
    Explicit
  • Show Website
    Bankless

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