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

  1. Is $LIT Cheap? | Will Price and Flip

    2 days ago ·  Video

    Is $LIT Cheap? | Will Price and Flip

    Hyperliquid has become the breakout perp exchange of crypto. But is the market missing its biggest competitor? Delphi’s Flip and DeFi investor Will Price join David to make the case for Lighter, a ZK-powered Ethereum L2 with zero-fee retail trading, white-glove distribution, real-world asset perps, and a token buying back revenue at a surprising rate. Is LIT just a Hyperliquid beta trade, or is it one of the most underpriced bets in onchain finance? --- 📣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 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Intro 3:05 Why Lighter Is Different 5:32 ZK Rollup Advantages 6:46 Charging Traders, Not Retail 12:07 Fairness Without MEV 14:50 Why Hyperliquid Can’t Copy 18:03 Distribution Beyond Crypto 22:08 Latency & Flow Quality 26:50 Technical Edge Across the Stack 30:31 RWAs & Pre-IPO Markets 34:07 U.S. Perps Market Play 36:05 Back-End For Big Brokers 38:28 Bootstrapping Liquidity 41:54 Lighter As A Platform 46:34 Token Value & Buybacks 50:11 Market Cap Versus FDV 53:02 Valuing LIT Properly 57:51 Cracked Team & Better Comms 58:13 Joining The Lighter Community 58:51 What Comes Next --- RESOURCES Will Price https://x.com/will__price Trevor Flipper https://x.com/trevor_flipper --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 1min
  2. Venice is Here to Win: How a Private AI Company Plans to Take On OpenAI and Anthropic

    3 days ago ·  Video

    Venice is Here to Win: How a Private AI Company Plans to Take On OpenAI and Anthropic

    AI is quickly becoming the interface through which people think, work, and make decisions—but most users have no idea how much personal data they're handing over in the process. Jon and Jesse from Venice join David to make the case for privacy-first AI, explain why Venice is aiming to become a mainstream consumer AI brand, and explore how $VVV and DIEM transform inference into a crypto-economic primitive. --- 📣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 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Intro 1:12 Why Private AI Matters 3:01 The AI Data Honeypot 6:07 Venice’s Consumer AI Ambition 8:01 Beating the Big AI Labs 10:19 Model Aggregation and Agentic Chat 12:29 Open Source, Closed Source, and Private Grok 17:14 Who Actually Needs Private AI? 21:58 Venice’s User Base 23:53 What Drove Venice’s Recent Growth 27:21 $VVV, DIEM, and Tokenized Inference 29:00 Where Venice Gets Its Compute 32:17 Bonding Curves and DIEM Monetary Policy 39:14 Real Tokenomics, Not Just a Pie Chart 45:46 AI Agents Need Inference to Exist 52:54 ShapeShift DNA Inside Venice 55:53 Regulation, AI, and Individual Rights --- RESOURCES Jon ShapeShift https://x.com/JonShapeShift Jesse Proudman https://x.com/jesseproudman --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    59 min
  3. ROLLUP: Bitcoin’s Confidence Game | Bitmine’s ETH Bet | Token Rotation | U.S. Perps

    6 days ago ·  Video

    ROLLUP: Bitcoin’s Confidence Game | Bitmine’s ETH Bet | Token Rotation | U.S. Perps

    Bitcoin is bleeding, STRC is off peg, and Saylor’s “never sell” machine is facing its first real confidence test. David and Haseeb unpack whether Strategy can survive without selling BTC, why Bitmine’s ETH play may be stronger but riskier, and what select token strength, U.S. perps, and Coinbase’s Ethena deal reveal about crypto’s next phase. --- 📣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 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS & RESOURCES 0:00 Intro 1:37 Saylor & Strategy Confidence Test https://x.com/zerohedge/status/2061418482344849785  https://x.com/KobeissiLetter/status/2062475802252365980 https://x.com/glxyresearch/status/2062518531128746000 https://x.com/TrustlessState/status/2062499179239215390 13:26 DATs Underwater & Bitmine Preferred Offering https://x.com/lookonchain/status/2062011412965405059 https://x.com/zoomerfied/status/2062288919853490553 34:19 Major Weakness & Select Token Strength 40:45 U.S. Perps Get Greenlit https://www.coindesk.com/policy/2026/05/28/u-s-cftc-opens-crypto-perp-door-with-approval-of-first-regulated-firm 53:41 Coinbase Invests in Ethena https://www.theblock.co/post/403403/coinbase-invests-ethena-open-market-purchase-ena-flags-new-partnership 57:13 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    58 min
  4. Capitol Hill War Stories from a DC Lobbyist Who’s Seen It All (SBF, Gensler, Elizabeth Warren)

    4 Jun ·  Video

    Capitol Hill War Stories from a DC Lobbyist Who’s Seen It All (SBF, Gensler, Elizabeth Warren)

    Crypto policy in Washington has gone from punchline to power center. David sits down with Ron Hammond, Head of Policy and Advocacy at Wintermute, for a rare inside look at how crypto actually moves through DC: the SBF era, Elizabeth Warren’s anti-crypto army, Gary Gensler’s SEC, bank lobby pressure, Trump’s crypto conflicts, the Clarity Act fight, and why privacy and self-custody may be the next major battleground. --- 📣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 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Becoming “Captain Crypto” in DC 4:03 From Joke to Serious Political Force 6:19 Why Crypto Punches Above Its Weight 10:28 How SBF Captured Washington 13:26 The FTX Fallout in Capitol Hill 16:25 Elizabeth Warren and Crypto’s Proxy Wars 19:04 How DC Letters Actually Get Written 25:33 How Powerful Is the Crypto Lobby? 27:28 Who Is Playing on Crypto’s Side? 31:01 Democrats, Gensler, and the 2024 Lesson 35:07 The Gensler Era and Prometheum 41:21 Will Warren Ever Pivot? 43:20 Trump, the Crypto Ball, and World Liberty 49:30 Will the Clarity Act Pass? 53:30 Privacy, Self-Custody, and the Next Front 56:23 The Social Side of Crypto in DC --- RESOURCES Ron Hammond https://x.com/RonwHammond --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    59 min
  5. ROLLUP: False Strength? | ETH Crisis | Altcoin ATHs | Satoshi’s Coins

    29 May ·  Video

    ROLLUP: False Strength? | ETH Crisis | Altcoin ATHs | Satoshi’s Coins

    Crypto is splitting in two: Bitcoin and ETH look weak, while HYPE, ZEC, NEAR, and VVV keep breaking out. Ryan and David unpack the strange market divergence, Ethereum’s crisis of faith, and whether this rally is real or false strength. --- 📣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 --- TIMESTAMPS & RESOURCES 0:00 Intro 1:48 Markets https://x.com/TrustlessState/status/2059793993551008245  https://x.com/cburniske/status/2059797889824776463 https://imgur.com/Tp9beNo https://www.theblock.co/post/402816/bitcoin-falls-below-73000 https://imgur.com/R0ih6kL https://x.com/solunavaxxer/status/2060021032455741567 https://www.youtube.com/watch?v=l3ptz8qvZcg https://x.com/readDanwrite/status/2057476278140145717  https://www.artemis.ai/sectors/digital-asset-treasuries https://x.com/saylor/status/2059970505835155782 https://x.com/Kalshi_Crypto/status/2059983883274191046 https://www.hypestrat.xyz/ https://imgur.com/1MUGQy7 https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027 https://polymarket.com/event/what-price-will-ethereum-hit-before-2027 https://www.coingecko.com/en/coins/hyperliquid https://www.coingecko.com/en/coins/venice-token https://www.coingecko.com/en/coins/near https://www.coingecko.com/en/coins/zcash https://x.com/JSeyff/status/2059689056368210228 https://farside.co.uk/hyp/ https://x.com/PolymarketTrade/status/2059973516963750204 https://x.com/KobeissiLetter/status/2060004371983667484 https://www.axios.com/2026/05/28/iran-peace-deal-trump-approval https://imgur.com/m7YNdxu https://imgur.com/MIdPjqZ https://imgur.com/VoixfYd https://imgur.com/s5AYaWg https://www.theblock.co/post/402638/tokenized-pokemon-card-marketplaces-record-7-4-million-hype-peaks-30th-anniversary 32:26 Ethereum Sentiment Crisis & DeFi Under AI Threat? https://x.com/TrustlessState/status/2059371247163613489 https://x.com/hosseeb/status/2057455211375976891 https://www.theblock.co/post/402864/standard-chartered-ethereum-amazon-dot-com-bubble-eth-will-catch-up https://x.com/Yogita_Khatri5/status/2059955611085709612 https://x.com/VitalikButerin/status/2058583593102844111 https://farcaster.xyz/vitalik.eth/0x88000d5f https://x.com/maraoz/status/2059413578130641052 55:25 Robostrategy: Nic Carter & Andrew Kang Pivot to Robotics https://x.com/RoboStrategy/status/2059650538380165331 https://x.com/intern/status/2059287577257992623 56:52 NEAR Confidential Transactions https://x.com/NEARProtocol/status/2057810480635228666 t.co/BrLpsWmzKd https://x.com/ilblackdragon/status/2059793756933767379 58:10 SoFiUSD & Bank Stablecoins https://www.theblock.co/post/402361/sofi-rolls-out-sofiusd-stablecoin-to-banking-app-users https://x.com/TrustlessState/status/2059676463125655575 59:22 Cash App Adds Multi-Chain USDC https://www.theblock.co/post/402784/cash-app-lets-users-send-usdc-stablecoins-on-chains-like-solana-and-ethereum 1:00:13 Satoshi Coins Finders-Keepers Lawsuit https://www.galaxy.com/insights/research/satoshi-bitcoin-salomon-brothers-patoshi-abandoned-property-new-york-noah-doe-lawsuit 1:03:00 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 4min
  6. NEAR’s AI Money Thesis: Intents, Privacy, and Tokenomics | Sal Ternullo

    27 May ·  Video

    NEAR’s AI Money Thesis: Intents, Privacy, and Tokenomics | Sal Ternullo

    NEAR keeps showing up in strange places: cross-chain wallets, privacy apps, AI infrastructure, and now the emerging agent economy. Sal Ternullo, CEO of SVRN, joins us to explain why he thinks this is not another NEAR pivot, but the original thesis finally coming into focus. They dig into NEAR Intents, AI money, tokenomics, privacy, fee capture, agentic commerce, and why SVRN is trying to commercialize the NEAR ecosystem rather than simply hold the asset. --- 🧭OKX | 120M+ USERS WORLDWIDE 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 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Intro 2:23 Why NEAR Keeps Showing Up 3:58 Pivot or Return to Roots? 7:41 The “AI Money” Thesis 9:54 Intents, Zashi, and Real Product Market Fit 11:38 Tokenomics, Buybacks, and Value Accrual 14:45 NEAR’s Different Approach From Ethereum 18:00 Fees, Scaling, and First-Party Apps 23:04 Cross-Chain Liquidity as NEAR’s Moat 28:27 The Contrarian Investor Case for NEAR 31:43 Privacy, Enterprises, and AI Agents 39:38 What SVRN Is Building for NEAR 46:00 Investor Sentiment and Final Thoughts --- RESOURCES Sal Ternullo https://x.com/sal_ternullo SVRN https://x.com/svrn_ai --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    50 min
  7. Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince

    25 May ·  Video

    Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince

    The internet is about to be flooded by machines, and Matthew Prince thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could overtake human traffic by 2027, how crawlers are changing the economics of content, why ads and subscriptions may not survive in their current form, and how x402, stablecoins, and pay-per-crawl could create a new payment layer for the web. --- 📣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 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Intro 1:18 When AI Bot Traffic Overtakes Humans 4:19 What Cloudflare Actually Does 10:40 Life on the Internet’s “Ice Wall” 13:33 The Internet’s Business Model Problem 17:43 Google, Traffic, and the Attention Economy 24:56 AI Agents and the End of Ads 28:47 Why Faster Answers Can Still Hurt Creators 33:26 AI Companies as the Next YouTube or Netflix 38:18 Creating Scarcity for Content Markets 41:52 Content Independence Day 45:24 Should AI Agents Count as Human Users? 51:37 The Risks of Subscription-Only AI 57:24 A Golden Age of Content Creation? 1:01:46 Pay-Per-Crawl and x402 1:04:34 Why Stablecoins Matter 1:07:56 The Cloudflare Stablecoin Question 1:14:18 The Final Form of the Internet 1:17:40 The Park Record and Local Journalism 1:22:16 The Centralization Risk 1:27:12 Advice for Content Creators --- RESOURCES Matthew Prince https://x.com/eastdakota --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 33min
  8. ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

    22 May ·  Video

    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

    1hr 11min
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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
    Clean
  • Show Website
    Bankless

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