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

  1. 1 day ago ·  Video

    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 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

    The New Economics of Crypto Tokens | Austin Barack

  2. 5 days ago ·  Video

    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 “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

    FWA and the New Market Structure for NFTs | Adam (Rhynotic) and Eric Conner

  3. 1 Sept ·  Video

    "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 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

    "We Want to Be Bigger Than the CME" | Kalshi's John Wang

  4. 31 Aug ·  Video

    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 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

    Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi

  5. 27 Aug ·  Video

    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 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

    Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren

  6. 25 Aug ·  Video

    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 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

    Coinbase Launches Tokenized Stocks on Base | Jesse Pollak

  7. 24 Aug ·  Video

    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 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

    What's Next for Bitmine after 5% of ETH? | Chairman Tom Lee

  8. 20 Aug ·  Video

    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, 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 Ethereum MUST Change Its Monetary Policy | Sam Jernigan and Jerome de Tychey
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The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

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

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