Bankless

Bankless

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

  1. ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

    6 TIMER SIDEN

    ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

    Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and why David selling his last ETH may mark a new era for Ethereum and Bankless. --- 📣METAMASK | $100,000 ONDO GM CHALLENGE https://bankless.cc/OndoOnMetaMask  --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | MEMBER MONTH https://bankless.cc/coinbase-one 🧭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 --- TIMESTAMPS & RESOURCES 0:00 Intro 3:28 Bear Fuel for Markets & Pockets of Bullishness in Crypto https://x.com/KobeissiLetter/status/2056184339390419205 https://x.com/Barchart/status/2056350919139500364 https://x.com/JesseCohenInv/status/2056297490366837184 https://imgur.com/YqnyoBc https://x.com/KobeissiLetter/status/2056556783221502060 https://polymarket.com/event/how-many-fed-rate-cuts-in-2026 https://thedefireport.io/research/signs-of-a-cycle-bottom#macro-update https://www.cnbc.com/2026/05/21/iran-war-us-peace-talks-trump-hormuz.html https://polymarket.com/event/us-x-iran-permanent-peace-deal-by 21:27 Hyperliquid, HYPE, and Pre-IPO Price Discovery https://x.com/Matt_Hougan/status/2056720926234882533 https://polymarket.com/event/openai-ipo-closing-market-cap https://www.coindesk.com/markets/2026/05/20/elon-musk-s-spacex-holds-18-712-bitcoin-at-fair-value-of-usd1-29-billion-ipo-filing-shows https://www.reuters.com/legal/government/sec-readies-plan-trading-crypto-versions-stocks-bloomberg-news-reports-2026-05-18/ https://www.coindesk.com/markets/2026/05/21/binance-launches-spacex-pre-ipo-perps 32:43 Wintermute Opens DeFi Vaults on Morpho https://www.wintermute.com/insights/news/wintermute-launches-armitage-bringing-its-defi-and-trading-expertise-to-vault-curation https://x.com/wintermute_t/status/2056722776241902065 https://bitwiseinvestments.com/newsroom/bitwise-expands-onchain-solutions-with-introduction-of-non-custodial-vault 38:12  Trump’s Quantum Bets and U.S. Industrial Policy & Blockchain.com IPO and Ronin Migrates to Ethereum L2 https://x.com/KobeissiLetter/status/2057431484915454235 https://www.theblock.co/post/402182/blockchain-com-confidentially-files-for-us-ipo-as-crypto-firms-continue-public-market-push https://www.coindesk.com/tech/2026/05/11/ronin-set-to-transition-to-ethereum-layer-2-from-independent-sidechain 46:34 EF Exodus and Ethereum’s Identity Crisis https://x.com/TrustlessState/status/2056383261648015443 https://x.com/drjasper_eth/status/2056405742769377490/photo/1 https://x.com/tkstanczak/status/2022315368430067847 https://x.com/0xstark/status/2044757694389670239 https://x.com/trent_vanepps/status/2044412517313556786 https://x.com/barnabemonnot/status/2053914533211558331 https://x.com/TimBeiko/status/2050570831491645874 https://blog.ethereum.org/2026/05/11/protocol-update-may-26 https://x.com/CarlBeek/status/2056379557889143042 https://x.com/_julianma/status/2056391635731128763 https://x.com/DefiIgnas/status/2056403039968174208 https://www.theblock.co/post/395541/miladys-loyalty-pledge-unnecessary-culture-schism-ethereum-community https://x.com/josephdelong/status/2019116049694880021 https://x.com/dankrad/status/2057441946616930799 https://x.com/ETH_Daily/status/2056549932455330020 https://x.com/wmougayar/status/2047274807230611805 1:00:04 David Sold His ETH and a New Era for Bankless https://x.com/TrustlessState/status/2057183150816583834 https://x.com/RyanSAdams/status/2057216981368221776 1:10:00 Moment of Zen https://x.com/ethcforg/status/2057474005913792654  --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 11 min.
  2. Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

    1 DAG SIDEN ·  VIDEO

    Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

    Bitcoin may be outgrowing the “digital gold” narrative. David sits down with Strive Chief Risk Officer Jeff Walton to unpack how Bitcoin-backed credit products like SATA and Strategy’s STRETCH could turn BTC into digital capital, why Jeff says the “Ponzi” framing misunderstands the balance sheet, how 13% yield and daily dividends could disrupt credit markets, and why this new financial layer may expand Bitcoin’s TAM far beyond gold. --- 📣OKX | THE NEW MONEY APP https://bankless.cc/OKXapp --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | MEMBER MONTH https://bankless.cc/coinbase-one 🧭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 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo --- TIMESTAMPS 0:00 Intro 1:59 Stretch, Risk, and Balance Sheets 5:28 Dividend Backstop Debate 8:53 Measuring Bitcoin Downside 15:25 Success as Long-Tail Risk 19:17 Common Equity as Revenue 25:57 Digital Credit’s Massive Market 29:37 Credit, Liquidity, and Yield 33:02 Banks, Trust, and Inflation 36:08 Trust Networks Rebuilt 40:26 Digital Labor and Yield 44:38 Bitcoin’s Growing Capital Base 48:36 S-Curve and Market Size 52:36 Building on Bitcoin Instruments 55:58 Transforming the Asset 59:12 Co-opetition in Bitcoin Credit 1:03:23 Low Vol for Long Holders 1:09:13 Strive Versus Strategy 1:12:38 Scaling Faster Than Strategy 1:14:38 Jeff’s Bitcoin Origin Story 1:17:30 Closing & Disclaimers --- RESOURCES Jeff Walton https://x.com/PunterJeff True North Show https://www.youtube.com/@BTCTrueNorth Jeff’s Coffeezilla Interview https://youtu.be/pvZnpppwkoM?si=lXcF6r02yzmYE9jt --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 18 min.
  3. "Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz

    3 DAGE SIDEN ·  VIDEO

    "Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz

    Zcash is having its first real narrative moment in years. David sits down with Multicoin Capital co-founder Tushar Jain and Mert Mumtaz to unpack why privacy may be crypto’s missing store-of-value primitive, why Zcash is being framed as “private Bitcoin,” how institutional adoption could normalize shielded money, what AI and onchain surveillance change about the privacy debate, and why quantum risk could become a real catalyst. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | MEMBER MONTH https://bankless.cc/coinbase-one 🧭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 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo --- TIMESTAMPS 0:00 Why Multicoin Got Interested in Zcash 5:22 Mert’s Path from Solana to Zcash 9:57 Why Zcash, Why Now? 17:01 The Institutional Path for Private Money 22:03 Zcash as a Private Store of Value 25:27 Fungibility, Tainted Coins, and Financial History 27:26 The Bear Case: Does Anyone Really Care About Privacy? 34:43 Onchain Surveillance and Government Power 39:13 Zcash Tokenomics and the Forgotten Coin Thesis 44:58 The Last PVE in Crypto 50:17 Zcash and the Quantum Threat 59:14 Shielded Pool Growth and Upcoming Catalysts --- RESOURCES Tushar Jain https://x.com/tushar_jain Mert Mumtaz https://x.com/mert --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 4 min.
  4. Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn

    4 DAGE SIDEN ·  VIDEO

    Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn

    Two surprise Democrat votes just rerated the entire crypto policy timeline. After the Senate Banking Committee advanced the Clarity Act on a bipartisan basis, Galaxy Digital head of research Alex Thorn moved his odds of the bill being signed this year from a coin flip to 75%. He and David map the seven-week sprint to the president's desk, the ethics-provision standoff that could still sink everything, the bank lobby's quiet obstruction game, and why the stablecoin yield compromise leaves the real fight for rulemaking. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🟦 COINBASE ONE | MEMBER MONTH https://bankless.cc/coinbase-one 🧭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 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo  ------ TIMESTAMPS 0:00 Intro 0:39 Clarity Act Vote Reactions 5:16 What’s Next? 10:05 Trump Veto? 15:21 Stablecoin Rewards Compromise 28:14 Administration Precedence 31:02 Why is Clarity So Important? 41:01 Which Ecosystems Benefit the Most? 42:59 Clarity Act Passing Over-Under 48:17 Bitcoin Price After CLARITY 49:39 Closing & Disclaimers ------ RESOURCES Alex Thorn https://x.com/intangiblecoins  Galaxy Digital https://www.galaxy.com/  Senate Banking Committee Advances Crypto CLARITY Act https://www.bankless.com/read/news/senate-banking-committee-advances-crypto-clarity-act  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    51 min.
  5. ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

    15. MAJ ·  VIDEO

    ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

    Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s $80K test, and why private AI stocks are creating chaos onchain. --- 📣GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/Galaxy   --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🟦 COINBASE ONE | GET 20% OFF  https://bankless.cc/coinbase-one 🧭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 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo --- TIMESTAMPS & RESOURCES 0:00 Intro 2:46 Trump/Xi Meeting, Nvidia China Deal, and AI Stocks https://x.com/WhiteHouse/status/2054607212513730674 https://www.reuters.com/business/retail-consumer/us-clears-h200-chip-sales-10-china-firms-nvidia-ceo-looks-breakthrough-2026-05-14/ https://imgur.com/wLddwGM https://x.com/BullTheoryio/status/2054558694785077478 https://x.com/KobeissiLetter/status/2054177816573329496 https://fred.stlouisfed.org/graph/ https://x.com/coindesk/status/2054542868522365141 https://x.com/TedPillows/status/2054545275281182861 https://x.com/KobeissiLetter/status/2054940927379014035 https://x.com/KobeissiLetter/status/2054655260652716149 https://www.coingecko.com/en/coins/ethereum 28:06 Circle Earnings, Arc, and USDC Growth https://x.com/circle/status/2053785252037022157 https://x.com/marcarjoon/status/2054539947466522815 https://www.cnbc.com/2026/05/11/circle-closes-222-million-from-blackrock-apollo-for-arc-blockchain.html https://x.com/coingecko/status/2054042800203719158 32:54 Coinbase, USDC, and Hyperliquid Team Up + Anthropic and OpenAI Crack Down on Unauthorized Private Stock Sales https://x.com/wallstengine/status/2054928782918816102 https://app.hyperliquid.xyz/trade/xyz:CBRS https://x.com/caseycraig/status/2053568380796367301 46:57 CLARITY Act Passes Key Committee Vote https://x.com/brian_armstrong/status/2054552885376016718  https://x.com/DegenerateNews/status/2054968887796539789 https://x.com/valkenburgh/status/2054968314292486621 https://x.com/EleanorTerrett/status/2052890357952627000 https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless? https://x.com/FidelityPolicy/status/2054587652121284648 https://x.com/EleanorTerrett/status/2054295187048853637 https://www.banking.senate.gov/newsroom/minority/warren-statement-on-no-trump-ethics-provision-in-crypto-bill https://x.com/patrickjwitt/status/2054183222305554643 https://x.com/glxyresearch/status/2054635251503108596 https://x.com/EleanorTerrett/status/2054575825681367098 55:58 BlackRock, JPMorgan, and Fidelity Bring Money Markets to Ethereum https://x.com/VivekVentures/status/2054946669083390374 https://x.com/VivekVentures/status/2053101323390754982 https://x.com/NateGeraci/status/2052872497779896460 https://app.rwa.xyz/assets/BUIDL https://x.com/VivekVentures/status/2054305703272103977 https://x.com/EricBalchunas/status/2054316547712196688 https://am.jpmorgan.com/us/en/asset-management/adv/about-us/media/press-releases/jp-morgan-asset-management-launches-second-tokenized-fund-on-ethereum/ https://x.com/Etherealize_io/status/2054945868210450519 https://x.com/NateGeraci/status/2054355513182171502 59:23 Bankless Thesis Check-In https://x.com/RyanSAdams/status/2054969401154130163 https://www.bankless.com/docs/mcp 1:03:43 Euphoria Mainnet Launch https://x.com/Euphoria_fi/status/2054954998375535097 1:04:45 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 5 min.
  6. The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

    14. MAJ ·  VIDEO

    The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

    Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque. Dio Casares of Patagon breaks down how it actually works: which deals Anthropic blesses and which get cease-and-desists, why fake share certificates show up in 10-20% of executed deals, what tokenized equities and pre-IPO perps actually represent, and the mess of lawsuits and stuck shares coming when Anthropic finally IPOs.  ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🟦 COINBASE ONE | MEMBER MONTH https://bankless.cc/coinbase-one 🧭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 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo  ------ TIMESTAMPS 0:00 Intro 0:40 What is Going on in Secondary Markets? 7:03 How Anthropic Secondary Markets Unfold 14:51 Anthropic’s Secondaries Social Elite 19:00 Emerging SPV Structure 21:51 Accidental Frauds? 27:04 After IPO Consequences 35:13 Private Market Lessons 38:21 Patagon Markets 43:54 Tokenized Perps 44:57 Closing Thoughts ------ RESOURCES Diogenes Cesares https://x.com/diogenes  Patagon Markets https://patagonmarkets.com/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    44 min.
  7. Will AI Populism Decide the 2028 Election? | Jasmine Sun

    13. MAJ ·  VIDEO

    Will AI Populism Decide the 2028 Election? | Jasmine Sun

    AI is no longer just a technology story. It is becoming a political fault line. Jasmine Sun joins Bankless to unpack the rise of AI populism, why backlash against data centers and AI labs is spreading across strange political coalitions, and whether jobs, inequality, and SuperPAC money could turn AI into a defining 2028 election issue. --- 🎬 DEBRIEF | RYAN & DAVID BREAKDOWN THE EPSIODE https://www.bankless.com/podcast/debrief-will-ai-populism-decide-the-2028-election --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one 🧭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 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo --- TIMESTAMPS 0:00 What Is AI Populism? 2:56 Why AI Could Matter in 2028 11:13 Data Centers, Distrust, and Warning Shots 25:27 The Jobpacalypse Debate 43:25 Game Over for Labor? 51:52 The New AI Political Map 1:04:50 Power Inequality, Policy, and the Grand Bargain 1:18:37 How to Stay Useful in the AI Era --- RESOURCES Jasmine Sun https://x.com/jasminewsun Jasmine’s Substack https://substack.com/@jasmine --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 22 min.
  8. How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

    12. MAJ ·  VIDEO

    How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

    AI stocks are ripping, crypto is following, and the question is whether this is the next leg higher or the final frothy phase before a reset. Ryan and Michael Nadeau break down why Bitcoin is so tied to the NASDAQ right now, how today’s AI boom compares to 1999, and what investors should watch if the bubble keeps inflating or finally starts to burst. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://bankless.cc/BTDR-RSS --- 📣THE DEFI REPORT | 20% OFF ANNUAL PLANS https://bankless.cc/BTDR-RSS   --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🟦 COINBASE ONE | GET 20% OFF  https://bankless.cc/coinbase-one 🧭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 💰NEXO | Get your 30-day access to Wealth Club Premier https://bankless.cc/nexo --- TIMESTAMPS & RESOURCES 0:00 Intro 1:48 The Bubble Debate 3:16 Defining the Bubble 4:33 Historical Perspectives on Bubbles 7:20 AI's Growth and Market Narratives 8:46 Technology Hype Cycles 11:21 Current Market Analysis 12:08 Understanding the Shiller PE Ratio 15:09 Revenue Growth Forecasts 18:19 Theories Behind Current Market Conditions 20:44 Analyzing Profit Margins 23:53 Price vs. Fundamentals 27:26 The Role of Market Sentiment 31:30 Historical Market Patterns 32:32 Lessons from the Dot-Com Era 35:17 Market Concentration and AI 39:38 The Future of AI Investments 41:45 Capital Flows in Tech 49:31 Geopolitical Implications and Market Behavior 53:25 Investor Positioning Strategies 1:04:30 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1 t. 6 min.
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The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

Oplysninger

  • Skaber
    Bankless
  • Aktive år
    2020 - 2026
  • Episoder
    1,3 t
  • Vurdering
    Anstødeligt
  • Websted for serie
    Bankless

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