Bankless

Bankless

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

  1. Tempo Mainnet: The Race to Agentic Commerce

    2時間前

    Tempo Mainnet: The Race to Agentic Commerce

    Tempo Mainnet is live, but this episode isn’t really about just another chain launch. It’s about a bigger claim: that AI agents are about to need native money, and that the internet may need a new payment layer to support them. Georgios Konstantopoulos and Brendan Ryan join Bankless to unpack why Tempo launched with agentic payments front and center, what MPP actually is, how it compares to x402, and why they think machine-to-machine commerce could reshape everything from paid APIs to the business model of the web itself. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS 0:00 Tempo Mainnet goes live 1:18 Why the launch is focused on agents 3:58 What MPP actually is 6:30 MPP vs x402 15:28 Why agentic commerce matters 20:08 The “original sin” of the internet 26:04 MCP, NLWeb, and the emerging agent stack 34:07 The onboarding flow: wallets for agents 37:11 How Tempo’s wallet security works 40:11 Tempo chain design and specs 51:13 Why build an L1 instead of an Ethereum L2? 56:10 The Ethereum tension 1:05:01 Agent identity, reputation, and ERC-8004 1:06:53 TIP20, stablecoins, and what can be built on Tempo 1:12:36 Builder opportunity in the agentic web --- RESOURCES Georgios Konstantopoulos https://x.com/gakonst Brendan Ryan https://brendanjryan.com --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1時間20分
  2. Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari

    1日前

    Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari

    A deep dive into Trump’s emerging grand strategy and the geopolitical logic behind the Iran conflict.  Kamran Bokhari joins Bankless to unpack how the U.S. is trying to reshape the Middle East, manage tensions with China and Russia, and transition from direct intervention toward a new model of burden-sharing, regional power balancing, and global restraint. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth ------ TIMESTAMPS 0:00 Intro 0:56 Iran War Unstated Motives 10:03 Trump’s Goals 18:43 China’s Role 26:43 Venezuela & Cuba 28:22 US China Relationship 34:27 Optimizing Global Relationships 39:56 Iran War Best Approach 47:12 Does Iran Want to Negotiate? 51:30 Iran Regime Change 56:51 Israel Interests 1:00:36 Marco Rubio 1:05:24 Signal in the Noise 1:07:25 Closing & Disclaimers ------ RESOURCES Kamran Bokhari on X https://x.com/KamranBokhari  LinkedIn https://www.linkedin.com/in/kamranbokhari/  New Lines Institute https://newlinesinstitute.org/people/kamran-bokhari/  Forbes https://www.forbes.com/sites/kamranbokhari/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    1時間8分
  3. Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

    2日前

    Ethereum Foundation's New Mandate Has The Community Divided | Bankless Takes

    The Ethereum Foundation’s new mandate has reignited one of Ethereum’s oldest debates: Should it stay laser-focused on cypherpunk values, or lean harder into adoption, product, and market share? Ryan and David debate CROPS, self-sovereignty, ETH as money, and whether the EF is protecting Ethereum’s soul or holding it back. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth ------ TIMESTAMPS & RESOURCES 0:00 Intro 2:39 The EF Manifesto https://x.com/ethereumfndn/status/2032460726728573298  https://blog.ethereum.org/2026/03/13/ef-mandate  https://ethereum.foundation/ef-mandate.pdf  10:18 Bullish Takes https://x.com/lay2000lbs/status/2033326038122438677  https://x.com/EvgenyGaevoy/status/2033160316079534510  https://x.com/malekanoms/status/2032599584640315706  https://x.com/lex_node/status/2033189653587677343  https://x.com/StaniKulechov/status/2032462574571204924  15:15 Bearish Takes https://x.com/dankrad/status/2032532067527856216  https://x.com/tayvano_/status/2032549549550743925  https://x.com/masonnystrom/status/2032558469786775993  https://x.com/yugacohler/status/2033225486847885758  https://x.com/hosseeb/status/2033603057347616869  https://x.com/divine_economy/status/2033547178803708371  27:43 Bullish Response to Bears https://x.com/divine_economy/status/2033547178803708371  https://x.com/dimabuterin/status/2033548385974735174  35:44 David’s Takes https://x.com/TrustlessState/status/2032832671206748551  47:29 Ryan’s Takes https://x.com/RyanSAdams/status/2032512531856503181  56:32 We Can do Both https://x.com/vibhu/status/2032574444724449605  https://x.com/TrustlessState/status/2033545623345967572  59:51 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    1時間
  4. Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev

    3日前

    Robinhood CEO: "Gen Z Is the Most Retirement-Savvy Generation Ever" | Vlad Tenev

    The next great battle in finance may not be over stocks, crypto, or even payments. It may be over where the $90 trillion great wealth transfer actually lands. In this episode, Robinhood founder and CEO Vlad Tenev returns to Bankless for a fast-moving conversation on how Robinhood wants to position itself for that generational handoff, why he believes 24/7 markets and tokenization are inevitable, and why the popular narrative around Gen Z as financially reckless misses what he’s seeing on-platform. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS 0:00 The $70–90T Wealth Transfer and Robinhood's Strategy 4:01 Finance in 2040: 24/7 Markets Everywhere 6:06 Tokenized Stocks, Robinhood Chain, and the U.S. Rollout Question 11:22 Robinhood's Full-Stack DeFi Vision 14:31 Prediction Markets as “Truth Machines” 17:06 Robinhood Social, Sherwood Media, and the Content Layer 21:44 Why “Entertainment Finance” Might Be Overstated 25:03 Gen Z Is More Retirement-Savvy Than You Think 30:54 Trump Accounts and Investing From Birth 36:21 The Financial Super App Race 39:30 Why Robinhood Is Not Prioritizing Peer-to-Peer Payments 42:22 Stablecoins, Bank Charters, and Consumer Reality 49:30 The Clarity Act, Stablecoin Yield, and Tokenized Assets 55:16 Perps Could Come Onshore Fast 57:12 Retail Access to Private Markets 1:00:52 Robinhood's Third Act: Social, AI, and Agentic Finance --- RESOURCES Vlad Tenev https://x.com/vladtenev --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1時間2分
  5. ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

    6日前

    ROLLUP: Chaotic Era | Oil, Jobs, Credit | Nasdaq x Kraken | BlackRock Staked ETH | Roman Storm Retrial

    Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow bounced right through it. Then they unpack Trump’s public pressure campaign against banks over stablecoin yield, Kraken’s historic Fedwire breakthrough, and why crypto is starting to look less like an outsider and more like part of the financial core. Plus: Anthropic vs. the Pentagon, Erik Voorhees’ private AI push with Venice, fresh Aave governance drama, ZachXBT helping catch the $46M government crypto thief, and the New York Times calling crypto dead right on schedule. --- 📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD https://bankless.cc/Figure --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS & RESOURCES 0:00 Intro 3:22 Chaotic Era: 3 Signals Driving Markets https://imgur.com/UirRpZD https://pbs.twimg.com/media/HDEnyQQWwAAbwf1.jpg https://x.com/TheSalonDon/status/2031478190741328334 https://polymarket.com/event/will-crude-oil-cl-hit-by-end-of-march/?via=bankless https://fred.stlouisfed.org/series/GASREGW https://imgur.com/a/I13P5gv https://www.tradingview.com/chart/1CDu50yK/ https://www.tradingview.com/chart/1CDu50yK/ https://x.com/byheatherlong/status/2029914129654501425 https://x.com/TKL_Adam/status/2029655785282887772 https://x.com/KobeissiLetter/status/2031714633581469751 https://polymarket.com/event/us-recession-by-end-of-2026/?via=bankless https://financialpost.com/fp-finance/jpmorgan-limits-private-credit-lending https://x.com/adamscochran/status/2031718465044701376 https://www.reuters.com/business/blackrock-limits-withdrawals-private-credit-fund-redemptions-mount-2026-03-06 20:44 Kraken + Nasdaq: Tokenized Stocks https://x.com/fintechfrank/status/2030979714001621138 https://x.com/krakenfx/status/2030964578117398617 https://x.com/xStocksFi/status/2030963704024740126 https://x.com/markchadwickx/status/2031068859101565118 https://x.com/EricBalchunas/status/2030988246864286036 25:33 DOJ Retries Tornado Cash Developer Roman Storm & Treasury Report on Crypto Privacy & Mixers https://x.com/amandatums/status/2031176790484374012 https://x.com/rstormsf/status/2031204201418883256 https://www.bankless.com/read/jay-claytons-crypto-war https://x.com/BitcoinMagazine/status/2030995739795472464 https://x.com/L0laL33tz/status/2031025281532645838 https://home.treasury.gov/system/files/246/GENIUS-Act-Illicit-Finance-Innovation-Congressional-Report-March-2026.pdf https://x.com/theragetech/status/2031349077342859477 36:39 SEC + CFTC Coordination https://x.com/SECGov/status/2031830716628029565 https://x.com/SECPaulSAtkins/status/2031834357082832949 39:05 BlackRock Launches Staked ETH ETF ($ETHB) https://x.com/Bankless/status/2032108386938929322 https://www.ishares.com/us/products/348532/ishares-staked-ethereum-trust-etf 42:10 Across Protocol DAO → C-Corp Proposal https://www.coingecko.com/en/coins/across-protocol https://x.com/hal2001/status/2031737518505537907 https://x.com/RyanSAdams/status/2031831233722999111 https://x.com/defiignas/status/2031761413006626934 46:58 Polymarket + Palantir Partnership https://x.com/shayne_coplan/status/2032108237932159113 49:31 AI Backlash & Data Center Moratorium https://x.com/SenSanders/status/2031868041940660673  https://x.com/nick_field90/status/2030700617295860074 https://fortune.com/2026/03/09/ai-opinion-poll-democrats-iran-war-president-donald-trump https://x.com/brianstelter/status/2030635638823801333 https://x.com/kevinroose/status/2031397522590282212 55:52 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    57分
  6. Where is ETH in the cycle? | Michael Nadeau

    3月11日

    Where is ETH in the cycle? | Michael Nadeau

    Ethereum underperformed this cycle, and investors are asking the big question: did ETH just skip a cycle, or is something deeper going on? Michael Nadeau joins Ryan to break down where Ethereum sits in the market cycle today, why several of his key indicators suggest ETH is entering a fair value zone, and whether the true macro bottom could still lie ahead. They also unpack why ETH struggled despite improving fundamentals. Mike explains how Ethereum’s L2 roadmap may have improved the network while weakening short-term value capture for the asset itself, and what signals he’s watching (MVRV, supply in profit, the 200-week moving average) as he looks for the next expansion phase. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://thedefireport.io/ --- 📣GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/Galaxy --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🌍 WORLD | FULLY ONCHAIN EXCHANGE https://bankless.cc/world --- TIMESTAMPS 0:00 Intro 3:50 The History of ETH Cycles 5:41 Analyzing Performance Trends 8:32 The Impact of L2 Roadmap 10:24 Roadmap Decisions & Market Perception 15:50 Valuation Metrics Explained 20:08 Disparities in Valuation Methods 23:22 Navigating Market Conditions 26:14 Nation-State Metaphor & Valuation 27:45 Revenue and Economic Impact 33:42 DEX Volumes & Their Implications 37:25 Stablecoin Supply on Ethereum 38:09 Cycle Metrics & Analysis 44:22 Fair Market Value Insights 50:40 Evaluating ETH for the Portfolio --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    57分
  7. Making America the Crypto Capital of the World | New CFTC Chairman Michael Selig

    3月9日

    Making America the Crypto Capital of the World | New CFTC Chairman Michael Selig

    A conversation with new CFTC Chairman Mike Selig on the policy shift behind America’s push to become the crypto capital of the world. We cover the CFTC’s evolving role in crypto, prediction markets, and perpetuals, the end of regulation by enforcement, how the agency is thinking about DeFi and software developers, and why market structure legislation like the Clarity Act could reshape the future of U.S. crypto. ------ 🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE https://www.bankless.com/podcast/debrief-making-america-the-crypto-capital-of-the-world ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🌍 WORLD | FULLY ONCHAIN EXCHANGE https://bankless.cc/world ------ TIMESTAMPS 0:00 Intro 0:33 Mike’s Background 4:25 Commodity Markets Transformation 7:31 Commodity Definition 10:56 The Role of the CFTC 11:56 Prediction Markets 17:48 Navigating New Markets 20:34 Are Prediction Markets CFTC Territory? 24:45 Insider Trading vs Information Advantage 28:25 Trump’s Conflict of Interests 29:21 Clarity Act 36:58 Project Crypto 39:37 Defining Intermediary 43:32 Exchanges vs L2s 45:50 No More Wells Notices 50:17 The New CFTC & SEC 54:51 Making America the Crypto Capital of the World 57:08 Best of the Clarity Act 59:04 Closing & Disclaimers ------ RESOURCES Mike Selig https://x.com/ChairmanSelig  CFTC https://www.cftc.gov/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    59分
  8. ROLLUP: Wartime Markets | Kraken Gets Fedwire | Trump vs Banks | AI vs Pentagon | NYT Says Crypto Is Dead

    3月6日

    ROLLUP: Wartime Markets | Kraken Gets Fedwire | Trump vs Banks | AI vs Pentagon | NYT Says Crypto Is Dead

    Ryan and David break down a week where war hit markets, and the safe-haven playbook broke down. Oil spiked, gold failed, bonds sold off, the dollar caught the flight to safety, and crypto somehow bounced right through it. Then they unpack Trump’s public pressure campaign against banks over stablecoin yield, Kraken’s historic Fedwire breakthrough, and why crypto is starting to look less like an outsider and more like part of the financial core. Plus: Anthropic vs. the Pentagon, Erik Voorhees’ private AI push with Venice, fresh Aave governance drama, ZachXBT helping catch the $46M government crypto thief, and the New York Times calling crypto dead right on schedule. --- 📣FIGURE | CRYPTO-BACKED LOANS & ~9% RWA YIELD https://bankless.cc/Figure --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🌍 WORLD | FULLY ONCHAIN EXCHANGE https://bankless.cc/world     --- TIMESTAMPS & RESOURCES 0:00 Intro 2:54 Wartime Markets: US / Israel vs Iran + Market Reaction https://x.com/WhiteHouse/status/2028229365440344419 https://x.com/KobeissiLetter/status/2028426099474981156 https://x.com/BullTheoryio/status/2029251045885665465 https://x.com/KobeissiLetter/status/2029274787474743761 https://www.coingecko.com/en/coins/bitcoin https://www.coingecko.com/en/coins/ethereum https://alternative.me/crypto/fear-and-greed-index 12:33 Polymarket Becomes the Biggest Winner https://x.com/PolymarketStory/status/2028863241942671865 https://polymarket.com/event/will-the-iranian-regime-fall-by-march-31/?via=bankless? https://polymarket.com/event/will-reza-pahlavi-lead-iran-in-2026/?via=bankless? 15:20 Pentagon vs Anthropic: AI is Military Tech https://x.com/KobeissiLetter/status/2027958511334723716 https://x.com/WatcherGuru/status/2027488317286351266 https://x.com/BullTheoryio/status/2027626521217929683 https://x.com/ns123abc/status/2028642962196811791 https://app.ventuals.com/trade/anthropic 23:57 Kraken Gets Fedwire Access (First Crypto Bank) https://x.com/krakenfx/status/2029206389957009419 https://x.com/SenLummis/status/2029195363119173710  https://x.com/dgt10011/status/2029241024069910558 https://bpi.com/bpi-statement-on-kraken-master-account https://x.com/jespow/status/2029262374499434919 https://x.com/mikeippolito_/status/2029213224625963310 31:37 Trump vs Banks Over Stablecoin Yield https://x.com/KobeissiLetter/status/2028955180650099117 https://x.com/EricTrump/status/2029309823423009211 https://x.com/coinbureau/status/2029067345055105162 https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless? https://x.com/RonwHammond/status/2028960282450567547 https://x.com/intangiblecoins/status/2029554248883839324 40:03 Private AI + Crypto: Erik Voorhees’ Venice https://x.com/ErikVoorhees/status/2029352394317029871 https://x.com/ErikVoorhees/status/2029387068384678014 https://www.coingecko.com/en/coins/venice-token https://x.com/steipete/status/2028578713126707547 https://x.com/ErikVoorhees/status/2029399902011224272 47:30 Aave Governance Drama https://governance.aave.com/t/aci-is-leaving-aave/24205 https://governance.aave.com/t/temp-check-aave-will-win-framework/24055/137 50:11 TradFi Moves Into Crypto (NYSE + OKX) https://www.theblock.co/post/392397/nyse-parent-ice-invests-in-crypto-exchange-okx-at-25-billion-valuation-amid-tokenized-stocks-push-fortune 51:10 Million Bitcoin Milestone https://x.com/JoeConsorti/status/2028931445125706171 52:09 X Money (Elon’s Payments Wallet) & SpaceX Bitcoin Treasury https://x.com/abskoop/status/2029088219858346446 https://x.com/dagaadit/status/2029256180644659379 https://www.coindesk.com/markets/2026/03/01/spacex-s-usd780-million-bitcoin-stack-now-down-to-about-usd545-million-ahead-of-ipo-filing 54:42 ZachXBT Catches $46M Crypto Thief https://x.com/BecauseBitcoin/status/2029585484960145866 https://x.com/zachxbt/status/2029577374057296175 https://x.com/zachxbt/status/2014685299025060154 58:13 South Korean Police Leak Crypto Wallet Seed https://gizmodo.com/south-korean-police-lose-seized-crypto-by-posting-password-online-2000728191 1:00:33 NYTimes Says “Crypto Is Dead” Again https://www.nytimes.com/2026/02/26/opinion/crypto-trump-bitcoin-clarity-genius.html https://x.com/RyanSAdams/status/2027392307050188828 1:02:10 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1時間3分

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

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