Metacasts: Blockchain & Digital Assets

Personalised Intelligence
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We listen to hundreds of expert podcasts so you don't have to find them yourself. Each weekly Metacast distils the most important blockchain, crypto and digital asset conversations into one short briefing — telling you what matters, who said it, and which episodes to hear next. A Personalised Intelligence production — www.pers-int.com

  1. 4 天前

    The Infrastructure Collision: When Programmable Finance Meets Physical Scarcity

    This week's edition explores the widening gap between the rapid evolution of tokenized assets and the physical constraints of the global energy and compute supply chains. We analyze the structural risks of the 'tokenization of everything'—from SpaceX pre-IPO wrappers to on-chain reinsurance—against the backdrop of a massive, energy-hungry land grab for AI-ready data centers. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:46 - Tokenizing Everything: From SpaceX IPOs to Real-World Assets 7:53 - The Great Convergence: AI, Energy, and the Physical Compute Land Grab 13:58 - Regulatory Warfare: Navigating the SEC, CFTC, and Global Compliance 16:39 - Market Dynamics: Decoding Crypto Volatility and Quantitative Strategies 19:43 - The Stablecoin Super-Cycle and the Future of Global Payments 21:53 - Conclusion Referenced sources: - "The New Fed, STRC Stress, and Hyperliquid's Rise" (0xResearch) - "BTC Regime-Gated Alt Factor Strategy" (Artemis Big Fundamentals) - "This Week in Digital Finance (06.20.2026)" (Artemis Big Fundamentals) - "Artemis Crypto Factor Model Analysis June 2026 Update" (Artemis Big Fundamentals) - "The Fed Can't Print Moore's Law - How the AI Crash Sends Bitcoin to $1M Arthur Hayes" (Bankless) - "ROLLUP Saylor Risk Warsh's New Fed SpaceX IPO Coinbase's Everything Exchange" (Bankless) - "How Re is Rebuilding the $1T Reinsurance Market with Stablecoins Karn Saroya & Avichal Garg" (Bankless) - "Why The Pokémon Card Market Is Blowing Up Andy8052" (Bankless) - "SpaceX's $20B Bond, Trump's Quantum Executive Order, CRWV and NBIS Join the Nasdaq 100" (Blockspace: A Bitcoin Podcast) - "How the US Plans to Fast Track Data Centers, STRC Depegs from $100, Hive Signs $220M AI Deal" (Blockspace: A Bitcoin Podcast) - "Applied's $1.59B Raise, Illinois's Bitcoin Transaction Tax, Why SaaS Bonds May Be in Trouble" (Blockspace: A Bitcoin Podcast) - "CZ on the Future of Crypto" (Galaxy Brains) - "Weekly Roundup 061926 (STRC under pressure, Illinois' crypto tax, Open weight AI vs the AI boom) (EP.726)" (On The Brink with Castle Island) - "What does the Cloud the drink with Sarah Houston" (TED Tech) - "What does the Cloud drink with Sarah Houston" (TED Tech) - "The History of Standard Chartered Megabullish Price Predictions" (The Breakdown) - "WalletConnect CEO The WalletConnect Bull Thesis (Billions In Volume)" (The Rollup) - "WalletConnect CEO Why 2025 Is The Year Of Non-USD Stablecoins" (The Rollup) - "Trace CEO We Built A $10B Volume Stablecoin Company (How We Did It)" (The Rollup) - "Hester Peirce The Positive Future of Digital Asset Regulation (Huge Catalysts Coming)" (The Rollup) - "Sam Boboev The AI x Fintech Bull Case (My Full Thesis)" (The Rollup) - "SpaceX IPO Broke Tokenized Stocks" (Tokenized) - "Spaces IPO Broke Tokenized Stocks" (Tokenized) - "Kraken Co-CEO Giving Everyone Billionaire Like Access to Finance" (Tokenized) - "James Coombes, Co-Founder of Block Earner Inside Australia's Bitcoin-Backed Lending Boom" (Unblocking The Chain) - "Are Perpetuals Swaps or Futures The CME Picks a Fight" (Unchained) - "How Digital Credit Assets like STRC and SATA Differ from Bitcoin or DAT Stocks" (Unchained) - "Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'" (Unchained) - "Why Fable's Shutdown Is a Warning for Every AI Lab Uneasy Money" (Unchained) - "Why AI Censorship and Reg NMS Repeal Matter for Crypto Markets DEX in the City" (Unchained) - "The Chopping Block SpaceX IPO Mania, Fable 5 Export Controls & The AI Privacy Fight" (Unchained) - "The Hidden Battle for Global Power Simon Dixon" (What Bitcoin Did) - "The Dollar Endgame Is Not What You Think Peruvian Bull" (What Bitcoin Did) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    24 分鐘

  2. 6月17日

    The Compute-Energy Nexus: When Intelligence Requires Gigawatts

    This week's edition explores the structural integration of decentralized finance and artificial intelligence, examining how the convergence of agentic economies and tokenized real-world assets is driving a critical shift from capital scarcity to energy-grid dependency. We analyze the rising tension between the demand for autonomous settlement layers and the physical constraints of global power infrastructure. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:33 - The Great AI-Crypto Convergence 6:52 - Tokenizing the Real World 11:52 - The New Power Grid Wars 16:33 - Institutionalizing the On-Chain Economy 20:17 - Market Volatility and Macro Risks 22:46 - Conclusion Referenced sources: - "SpaceX IPO Mania and Ethena's Strategic Pivot" (0xResearch) - "A Farewell to Boccaccio" (0xResearch) - "Perps Are Coming Onshore CFTC Chairman Mike Selig" (Bankless) - "ROLLUP One More Dip Saylor Sold IPO Season Ethereum vs ETH" (Bankless) - "Inflection Point Cross-Post Crypto Is Forcing Traditional Finance To Upgrade" (Bell Curve) - "SpaceX Acquires Cursor for $60B, Nvidia Closes $25B Debt Raise, Cipher Hires Former ERCOT Director" (Blockspace: A Bitcoin Podcast) - "Why Anthropic Axed MythosFable 5, IREN Seals 490MW Nostrum Acquisition, EPA Won't Regulate Data Centers" (Blockspace: A Bitcoin Podcast) - "Inside TeraWulf's Lake Mariner Data Center Construction They're Working Around the Clock" (Blockspace: A Bitcoin Podcast) - "SpaceX's $2T IPO by the Numbers and Anthropic's 1 GW Search for Capacity" (Blockspace: A Bitcoin Podcast) - "Retail Piles into SpaceX IPO, Inside TeraWulf's Lake Mariner AI Site, CoreWeave's $3.5B Unsecured Note" (Blockspace: A Bitcoin Podcast) - "SpaceX's $250B IPO Raise, KEEL's $458M Convertible Note, Hut 8's $4.25 Senior Note, OpenAI's 10 GW Datacenter" (Blockspace: A Bitcoin Podcast) - "Hyperliquid Perps, Outcome Markets, and USDC Yield" (Coin Metrics State of the Network) - "The Bull Case For Hyperliquid Ryan Watkins" (Empire) - "Blockworks Acquires Messari" (Empire) - "AI Eats Wall Street Research with Anthony Pompliano" (Galaxy Brains) - "Weekly Roundup 061226 (Strategy survives, Zcash Orchard bug, the thin model hypothesis) (EP.725)" (On The Brink with Castle Island) - "The Data Center Next Door with Dr. Jacoby Wilson" (TED Tech) - "SpaceX Just Became the Most Valuable Post-IPO Company Ever" (The Breakdown) - "BlackRock's Bitcoin ETF Is $13 Billion Underwater" (The Breakdown) - "Alex Cutler The Aerodrome Bull Thesis for 2026 (Expansion Plans)" (The Rollup) - "Inside NEAR 10+ Years Building Toward the Agent Economy with Illia Polosukhin" (The Rollup) - "Vladimir Novakovski Lighter Bull Thesis For 2026 (What's Changed)" (The Rollup) - "David Schamis HYPE Is The Best Asset In The World (Bull Thesis)" (The Rollup) - "Jake Brukhman Why Decentralized AI Is Set To Explode (What's Changed)" (The Rollup) - "Banks Won't Stop Deposits Leaving for Stablecoins" (Tokenized) - "KAST 1M Users on a Stablecoin Neobank" (Tokenized) - "Why Bitcoin's Value Proposition Isn't Dead Yet with Peter Dunworth" (Unblocking The Chain) - "Why the AI Business Model Is Cracking and How Crypto Could Help Fix It" (Unchained) - "Claude Found a 4-Year Zcash Bug. Now It Won't Audit DeFi Uneasy Money" (Unchained) - "The Chopping Block Zcash Infinite Mint Bug + AI Hackers vs Formal Verification + NEAR's Agent Vision" (Unchained) - "The Best Bitcoin Buying Opportunity In History Peter Dunworth" (What Bitcoin Did) - "Building ZK-Powered AI Guardrails with Wyatt Benno" (Zero Knowledge) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    24 分鐘

  3. 6月10日

    The Agentic Economy: When Autonomous Software Becomes the Primary Consumer

    This week's edition examines the structural transition from speculative crypto trading to a high-frequency economy driven by autonomous AI agents and tokenized real-world assets. We analyze the systemic risks of this new 'invocation economy,' from the rise of AI-driven protocol exploits to the massive reallocation of mining capital toward global compute infrastructure. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:33 - Tokenization and the New Asset Class 7:14 - The Rise of the Agentic Economy 13:41 - Protocol Security and the Software Arms Race 16:47 - Prediction Markets and Regulatory Lawfare 19:46 - The Great Compute Arms Race 22:08 - Conclusion Referenced sources: - "This week in Digital Finance" (Artemis Big Fundamentals) - "Venice is Here to Win How a Private AI Company Plans to Take On OpenAI and Anthropic" (Bankless) - "NEAR Is Betting Everything On AI Agents Roundup" (Bell Curve) - "What Investors Miss About SpaceX's IPO, Cipher's $810M Riase for AWS Site, Applied Digital's 210 MW AI Deal" (Blockspace: A Bitcoin Podcast) - "Datacenter deals, SpaceX IPO, and Saylor didn't sell" (Blockspace: A Bitcoin Podcast) - "CIFR & KEEL rip, SpaceX IPO, and Saylor didn't sell" (Blockspace: A Bitcoin Podcast) - "SpaceX IPO, Ohio's data center woes, Sphere3D goes public, and Bitcoin Volatility" (Blockspace: A Bitcoin Podcast) - "IREN's 800MW in Australia, Zcash bug, and Google upscales to $84b" (Blockspace: A Bitcoin Podcast) - "Hyperliquid Pre-IPO Price Discovery on Crypto Rails" (Coin Metrics State of the Network) - "CFTC Chair Michael Selig On Perps, Prediction Markets & Crypto In The U.S" (Empire) - "SpaceX's $1.75T IPO, Strategy Sells Bitcoin & Crypto's Hard Reset" (Empire) - "Bitcoin Bear Market vs. Blockchain Bull Market with Beimnet Abebe & James Seyffart" (Galaxy Brains) - "MIAMI TAPES Yat Siu (Animoca Brands)" (Galaxy Brains) - "MIAMI TAPES Yat Siu (Animoca Brands) Galaxy Brains" (Galaxy Brains) - "Interview with Octra Private DeFi, Encrypted AI & On-Chain Privacy's Future Messari Fully Diluted" (Messari's Unqualified Opinions) - "Omid Malekan (Columbia Business School) on Private Money, Financial Systems, and Crypto in Geopolitics (EP.724)" (On The Brink with Castle Island) - "Weekly Roundup 060526 (MSTR wobbles, Polymarket's MSTR market, Andrew Left convicted) (EP.723)" (On The Brink with Castle Island) - "Brutal Zcash Bug Sat Hidden for 4 Years" (The Breakdown) - "Frax Founder The Future Of Stablecoins & Onchain Businesses (Why Now)" (The Rollup) - "DeFi Dad The Ethereum Bull Thesis In 2026 (What's New)" (The Rollup) - "Haseeb Qureshi The Meteoric Rise of Perps (And The Next Massive Move)" (The Rollup) - "Mert Mumtaz & Illia Polosukhin What Happened to Zcash (Full Explanation)" (The Rollup) - "SVRN CEO NEAR is Hitting On Revenue, Privacy, And AI At Once" (The Rollup) - "Illia Polosukhin of NEAR on AI Operating Systems & Blockchain Infrastructure" (The Smart Economy Podcast: Real-World Blockchain Applications with Crypto, DeFi, NFTs, and DAOs) - "Why Every Payment Network Should Settle Onchain" (Tokenized) - "How Claude Found Zcash's Counterfeiting Bug" (Unchained) - "What Two DOJ Cases Reveal About the Legal Risks of Prediction Markets Bits + Bips" (Unchained) - "Is Polymarket's Oracle Problem Getting Out of Hand - Uneasy Money" (Unchained) - "Why Mike Dudas Has Zero Exposure to ETH, but Is Bullish on Hyperliquid" (Unchained) - "Why MSTR Should Have Sold $2 Billion Instead of $2 Million of Bitcoin" (Unchained) - "The Chopping Block Ethereum's Inflection Point w Joe Lubin on DATs, CROPS, AI-Driven Exploits, Quantum Threats, and CFTC's Perps" (Unchained) - "Bits + Bips How the Dimon vs. Armstrong Clash Reveals Crypto at Peak Political Power" (Unchained) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    24 分鐘

  4. 6月3日

    Industrialized Assets: The Shift from Speculative Volatility to Infrastructure Power

    This week's edition examines the structural transition of digital assets from permissionless experimentation to a landscape defined by regulatory alignment and massive capital intensity. We analyze the collision between Bitcoin mining and the AI compute arms race, alongside the emergence of an agentic economy and the looming necessity for quantum-resistant financial plumbing. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:38 - The Regulatory Chess Match: Policy, Lobbying, and Market Legitimacy 7:16 - The Tokenization Revolution: Bridging Real-World Assets to the Blockchain 12:35 - The Compute Arms Race: From Bitcoin Mining to AI Neo-Clouds 16:54 - The Agentic Economy: AI Agents and the Future of On-Chain Finance 20:25 - Security Frontiers: Quantum Threats and DeFi Operational Risks 23:32 - Conclusion Referenced sources: - "Crypto's Flow-Driven Market Has Arrived Shaundadevens & Kunal Doshi" (0xResearch) - "ZODL is to Zcash What Coinbase Was to Bitcoin Josh Swihart on ZEC's Awakening" (Bankless) - "NEAR's AI Money Thesis Intents, Privacy, and Tokenomics Sal Ternullo" (Bankless) - "Is Crypto Broken Roundup" (Bell Curve) - "$GOOG is Raising $80B for AI, Polymarket's MSTR Debacle, Swan Dismisses Proton Lawsuit" (Blockspace: A Bitcoin Podcast) - "Anthropic's IPO, IREN's $3.65B GPU Financing, Strategy Sells BTC, DMG's 50 MW AI Data Center" (Blockspace: A Bitcoin Podcast) - "20260601_BSL_Saylor sells, DMG 50MW deal, IREN GPU financing" (Blockspace: A Bitcoin Podcast) - "Semiconductor Smugglers, Google's 200 MW Solar Deal, Iran War's Energy Market Impact, Debunking Data Center Water Myths" (Blockspace: A Bitcoin Podcast) - "Robinhood Opens AI Trading, IREN's $1.6B GPU Buy, Hut 8 CEO Beacon Point Update" (Blockspace: A Bitcoin Podcast) - "This Device Stops AI Going Rogue with Zach Herbert - Creator of the Passport Prime" (Built on Bitcoin with Jacob Brown) - "Avichal Garg On Investing in Crypto, AI and Ethereum's Path Forward" (Empire) - "Why's Everyone So Bearish, Robinhood's AI Agent and SoFi's Stablecoin Launch" (Empire) - "Operation Chokepoint 2.0 and the Future of Banking with Scott Shay" (Galaxy Brains) - "Weekly Roundup 052926 (Was debanking real, SoFiUSD, WSJ gets free banks wrong, trouble in ETHland) (EP.722)" (On The Brink with Castle Island) - "Dimon & Democrats Ready for War Over CLARITY" (The Breakdown) - "A Google Engineer Made $1.2M Insider Trading on Polymarket" (The Breakdown) - "DeFi Hacks Happening Every Day; Institutions Are Still Coming" (The Defiant - DeFi Podcast) - "Why PURR The Most Asymmetric Bet In The World (Entire Thesis) - Capital Flows & Jaymes Rosenthal" (The Rollup) - "Joseph Chalom The Ethereum Bull Thesis in 2026 (Why Now)" (The Rollup) - "Why Institutions Are Buying HYPE (And What Comes Next) - Bitwise Head of Research" (The Rollup) - "Stephen Sikes on Why Public's Agentic Brokerage Changes Everything" (The Rollup) - "Alex Fine on Why Fintechs Going Onchain Is The Biggest Opportunity Right Now" (The Rollup) - "Bitcoin Stalls, Stocks Soar The Disconnect That Defines This Cycle" (Unchained) - "Is 'All of DeFi Unsafe' What You Need to Know About Holding Assets Onchain" (Unchained) - "Uneasy Money Illia Polosukhin on Why Onchain Commerce Needs Confidentiality" (Unchained) - "The Chopping Block Ethereum's Identity Crisis, Apostates Speak Out, and Is ETH the Microsoft of Crypto" (Unchained) - "Why Fintechs May Finally Beat Banks at Their Own Game DEX in the City" (Unchained) - "Why the SEC Paused on Its Innovation Exemption for Tokenization Bits + Bips" (Unchained) - "The Bitcoin Credit Gold Rush Jeff Walton" (What Bitcoin Did) - "The Quantum Question Panel - Live from zkSummit14" (Zero Knowledge) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    25 分鐘

  5. 5月27日

    The Agentic Economy: Hard-Coding Physical Assets into Digital Ledgers

    This week's edition examines the structural convergence of AI compute requirements and on-chain infrastructure, specifically focusing on how autonomous agents are redefining global settlement layers. We analyze the shift from speculative digital assets to a programmable economy of energy, compute credits, and synthetic pre-IPO equities. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:35 - The Great Convergence: AI Meets On-Chain Infrastructure 7:38 - Tokenized Markets and the Pre-IPO Revolution 12:34 - Ethereum’s Identity Crisis: Scaling, Exit, and Execution 16:25 - Digital Capital and the Future of Global Finance 19:26 - Regulatory Showdown: The Battle for Clarity 22:08 - Conclusion Referenced sources: - "Can Solana Catch Hyperliquid in Perps Luke & Sam" (0xResearch) - "ROLLUP David Sold His ETH EF Exodus Hyperliquid's Breakout Stagflation Fears" (Bankless) - "Bitcoin's $300T Credit Market Opportunity Jeff Walton" (Bankless) - "Can Ethereum Still Win Roundup" (Bell Curve) - "SpaceX's $2T IPO, FBI Scams the Scammers, Trump Media Sells Bitcoin" (Blockspace: A Bitcoin Podcast) - "Prime Bankruptcy Trust Sues Strike Parent Co for $150M, NAKA's Reverse Stock Split, SEC Tokenized Stock Framework" (Blockspace: A Bitcoin Podcast) - "Hyperliquid Just Had It's Breakout Moment" (Empire) - "Anchorage and the Charter Wars with Nathan McCauley" (Galaxy Brains) - "Weekly Roundup 052226 (AI and power bills, SpaceX IPO, Prime Trust clawbacks, USG invests in quantum) (EP.721)" (On The Brink with Castle Island) - "Hyperliquid Hits ATH, XRP ETF Flows, and a $1B Pitch to Save Ethereum The Breakdown" (The Breakdown) - "Top Talent Is Leaving the EF. What Happens to ETH Now" (The Defiant - DeFi Podcast) - "Variational Founder $50M Series A, RWA Perps, And TradFi Onchain (Why Now)" (The Rollup) - "From Market Making to AI Rails Alexis Sirkia of Yellow" (The Smart Economy Podcast: Real-World Blockchain Applications with Crypto, DeFi, NFTs, and DAOs) - "Why Pre-IPO Perps Like SpaceX on Hyperliquid Are Seeing an Upswing" (Unchained) - "Ethereum Foundation Staff Are Leaving. What Does It Mean for ETH - Uneasy Money" (Unchained) - "The Bond Market Is the Boss Now Bits + Bips" (Unchained) - "Why the Consensus After-Party Set Crypto Back DEX in the City" (Unchained) - "The Chopping Block The CLARITY Act, Hyperliquid vs CME, and the Prediction Market Supreme Court Showdown" (Unchained) - "Arthur Hayes The Bitcoin Liquidity Wave Is Here" (What Bitcoin Did) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    24 分鐘

  6. 5月20日

    The Infrastructure Convergence: When Compute, Energy, and Capital Collide

    This week's edition explores the structural integration of decentralized protocols into legacy financial architecture, focusing on the transition from speculative mining to AI-driven high-performance computing. We analyze the implications of the US Clarity Act on institutional liquidity and the emergence of agentic commerce as a new frontier for programmable, autonomous finance. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:53 - The New Era of AI Infrastructure and Compute 6:53 - The Tokenization of Real-World Assets and Private Markets 12:42 - Navigating the Regulatory Clarity Act and Crypto Law 18:34 - DeFi Evolution: From Yield Farming to Institutional Infrastructure 20:49 - The Rise of Agentic Commerce and Autonomous Finance 23:02 - Conclusion Referenced sources: - "Hyperliquid's New Power Shift Shaundadevens & Carlos" (0xResearch) - "How Spark Is Rebuilding DeFi Lending Sam MacPherson" (0xResearch) - "Crypto Without Privacy Isn't Crypto - The Zcash Bull Case Tushar Jain & Mert Mumtaz" (Bankless) - "Clarity Act Odds Jump to 75% After Surprise Senate Vote Alex Thorn" (Bankless) - "ROLLUP Is the Bull Back The Clarity Act Wall Street on Ethereum Anthropic Nukes Perps" (Bankless) - "The $200 Billion Shadow Market Behind Anthropic's Stock Dio Casares" (Bankless) - "Circle's Arc Bull & Bear Cases Roundup" (Bell Curve) - "Iran's Hormuz Safe BTC Insurance, Prime Trust's Swan Lawsuit, Hive's 320 MW AI Data Center" (Blockspace: A Bitcoin Podcast) - "Figure Co-Founder How Figure Became A $10B Business Mike Cagney" (Empire) - "Figure Co-Founder How Figure Became A $10B Business" (Empire) - "Figure CEO How Figure Became A $10B Business" (Empire) - "MIAMI TAPES Johann Kerbrat (Robinhood)" (Galaxy Brains) - "Bitcoin Debates Spam & Quantum with Matt Corallo" (Galaxy Brains) - "Weekly Roundup feat. Gus Coldebella 051526 (Clarity advances, Circle's Arc token) (EP.720)" (On The Brink with Castle Island) - "The Messy State of Crypto Governance with Jito Foundation's Nick Almond The Breakdown" (The Breakdown) - "The $70B AI IPO, Claude Cracks a Lost Wallet, and CLARITY Advances The Breakdown" (The Breakdown) - "Bhutan Times the Top, CLARITY Hits Markup, and the Onchain Pokemon Card Boom The Breakdown" (The Breakdown) - "DeFi Yields Are Too Damn Low! Here's Why" (The Defiant - DeFi Podcast) - "How Avalanche Is Powering The $2B Tokenization Wave Olivia Vande Woude" (The Rollup) - "Why Your AI Prompts Are More Personal Than Your Diary with Venice AI Co-Founder" (The Rollup) - "Why Your AI Prompts Are More Personal Than Your Diary BasedAI CEO" (The Rollup) - "Kraken CEO How I Built a $20B Company" (The Rollup) - "Australia's Budget Crisis What It Means for Crypto, Startups & a 50% Tax Reality" (Unblocking The Chain) - "In an AI Agent World, Do Money Markets Win Over Stablecoins - Bits + Bips" (Unchained) - "Can Hyperliquid Come Onshore Without Killing What Makes It Special" (Unchained) - "Bits + Bips The Interview - The $16 Trillion Repo Market Is TradFi's Central Nervous System. Its Finally Coming Onchain" (Unchained) - "How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC" (Unchained) - "Uneasy Money Why the Broken Pre-IPO Secondary Markets Won't Be Fixed Anytime Soon" (Unchained) - "DEX in the City Will the CLARITY Act Pass Three Crypto Lawyers Give Their Odds" (Unchained) - "Bitcoin's Bull Market Is Back Checkmate" (What Bitcoin Did) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    25 分鐘

  7. 5月13日

    The Programmable Economy: From Energy Pivots to Agentic Commerce

    This week's edition explores the fundamental reconfiguration of digital assets as Bitcoin mining evolves into high-performance AI infrastructure and finance shifts toward autonomous, machine-to-machine trading. We dive into the massive institutionalization of blockchain rails and the looming security threats posed by state-sponsored cyber warfare and the quantum era. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 0:56 - The Great Energy Pivot: Bitcoin Mining Meets the AI Boom 7:03 - Institutional Rails and the Tokenization of Everything 13:01 - Agentic Commerce and the New Autonomous Economy 17:42 - Regulatory Tug-of-War: The Future of Stablecoins and DeFi 20:48 - The Security Frontier: Quantum Threats and Cyber Warfare 23:16 - Conclusion Referenced sources: - "Jito Goes Upstack With JTX Livestream" (0xResearch) - "Why North Korea Is Winning Crypto Crime and How to Fight Back Ari Redbord, TRM Labs" (Bankless) - "ROLLUP Crypto's Nasdaq Problem The CLARITY Act Saylor Selling ETH L1 Scaling" (Bankless) - "Can Neobanks Break Traditional Banking Roundup" (Bell Curve) - "IREN's $2.3B Note Offering, STRC Comes to DeFi, KEEL's Q1 2026 Earnings" (Blockspace: A Bitcoin Podcast) - "IREN's Nvidia Partnership and 5 GW Plan, Hut 8's $9.7B Hyperscaler Deal, Strategy May Sell BTC to Own the Short Sellers" (Blockspace: A Bitcoin Podcast) - "The Last Pure-Play Bitcoin Miner" (Blockspace: A Bitcoin Podcast) - "Crypto is Eating Finance with Arjun Sethi" (Galaxy Brains) - "Weekly Roundup 050826 (Consensus Miami, AI layoffs strike Coinbase, Clarity compromise, AI energy and water use) (EP.719)" (On The Brink with Castle Island) - "Bored Apes Rally, Canton Raises at $2B and Saylor Raps the Bears The Breakdown" (The Breakdown) - "Coinbase Down Again, HIP-4 vs Polymarket, and Dueling Big Tech Crypto Partnerships The Breakdown" (The Breakdown) - "Coinbase's AI Layoffs, a16z's $2.2B Fund, and Strategy's $12.5B Loss The Breakdown" (The Breakdown) - "Bhaji Illuminati on How Centrifuge Became Coinbase's Tokenization Partner" (The Rollup) - "The $2.2B Bet on Digital Assets' Institutional Future with Guy Wuollet" (The Rollup) - "Is Robinhood About to Become the World's Financial Super App with Johann Kerbart" (The Rollup) - "Ethereum as Productive Money Vivek Raman of Etherealize Breaks Down the Institutional Thesis" (The Smart Economy Podcast: Real-World Blockchain Applications with Crypto, DeFi, NFTs, and DAOs) - "Coinbase's Chief Policy Officer on Why He Believes the Clarity Act Will Pass" (Unchained) - "DEX in the City With the Stablecoin Yield Compromise, Can the Clarity Act Get Passed" (Unchained) - "A16z Crypto Raised $2.2 Billion for Fund 5. Here's How They Plan to Deploy It" (Unchained) - "Why Wrapped Energy or Compute Will Be the New Store of Value Bits + Bips" (Unchained) - "Jack Mallers Wall Street Is Rebuilding Around Bitcoin" (What Bitcoin Did) - "Quantum Advances, Hybrid Signatures and SNARKs to the Rescue with Dan Boneh" (Zero Knowledge) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    25 分鐘

  8. 5月10日

    The Infrastructure Pivot: When Bitcoin Mining Meets the AI Supercycle

    This week's edition explores the profound structural shift from proof-of-work mining to AI-driven compute supercenters and the rise of agentic commerce. We dive into the institutionalization of real-world assets and the looming quantum threats that could redefine the very foundations of digital trust. Explore the full visual digest at https://www.pers-int.com 0:00 - Introduction 1:25 - The Great Infrastructure Pivot: From Bitcoin Mining to AI Supercenters 7:32 - The Institutionalization of On-Chain Assets and RWA Tokenization 13:28 - Agentic Commerce and the Rise of Autonomous Finance 18:56 - Navigating the New Regulatory Landscape: The Clarity Act and Beyond 22:52 - Securing the Future: Quantum Threats and DeFi Vulnerabilities 26:11 - Conclusion Referenced sources: - "Jito Goes Upstack With JTX Livestream" (0xResearch) - "ROLLUP Crypto's Nasdaq Problem The CLARITY Act Saylor Selling ETH L1 Scaling" (Bankless) - "Finding Satoshi-How a Private Investigator Solved the Mystery of Bitcoin's Creator Bill Cohan & Tyler Maroney" (Bankless) - "Can Neobanks Break Traditional Banking Roundup" (Bell Curve) - "IREN's Nvidia Partnership and 5 GW Plan, Hut 8's $9.7B Hyperscaler Deal, Strategy May Sell BTC to Own the Short Sellers" (Blockspace: A Bitcoin Podcast) - "The Last Pure-Play Bitcoin Miner" (Blockspace: A Bitcoin Podcast) - "How Cleanspark Is Winning The Datacenter Race" (Blockspace: A Bitcoin Podcast) - "How to Build an AI Data Center from Scratch" (Blockspace: A Bitcoin Podcast) - "Bitcoin's Hidden Banking Rails Harsha Goli on Magnolia, Stablecoins, and Compliance" (Built on Bitcoin with Jacob Brown) - "How KelpDAO's $290M Exploit Nearly Killed DeFi Stani Kulechov & Mike Silagadze" (Empire) - "How The KelpDAO Exploit Nearly Killed DeFi Stani Kulechov & Mike Silagadze" (Empire) - "Crypto is Eating Finance with Arjun Sethi" (Galaxy Brains) - "Weekly Roundup 050826 (Consensus Miami, AI layoffs strike Coinbase, Clarity compromise, AI energy and water use) (EP.719)" (On The Brink with Castle Island) - "Coinbase Down Again, HIP-4 vs Polymarket, and Dueling Big Tech Crypto Partnerships The Breakdown" (The Breakdown) - "Coinbase's AI Layoffs, a16z's $2.2B Fund, and Strategy's $12.5B Loss The Breakdown" (The Breakdown) - "Clavicular x Polymarket, the CLARITY Act, and What MegaETH Tells Us About Retail The Breakdown" (The Breakdown) - "Bhaji Illuminati on How Centrifuge Became Coinbase's Tokenization Partner" (The Rollup) - "The $2.2B Bet on Digital Assets' Institutional Future with Guy Wuollet" (The Rollup) - "Is Robinhood About to Become the World's Financial Super App with Johann Kerbart" (The Rollup) - "Ethereum as Productive Money Vivek Raman of Etherealize Breaks Down the Institutional Thesis" (The Smart Economy Podcast: Real-World Blockchain Applications with Crypto, DeFi, NFTs, and DAOs) - "Coinbase's Chief Policy Officer on Why He Believes the Clarity Act Will Pass" (Unchained) - "DEX in the City With the Stablecoin Yield Compromise, Can the Clarity Act Get Passed" (Unchained) - "A16z Crypto Raised $2.2 Billion for Fund 5. Here's How They Plan to Deploy It" (Unchained) - "Quantum Advances, Hybrid Signatures and SNARKs to the Rescue with Dan Boneh" (Zero Knowledge) This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.

    30 分鐘
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We listen to hundreds of expert podcasts so you don't have to find them yourself. Each weekly Metacast distils the most important blockchain, crypto and digital asset conversations into one short briefing — telling you what matters, who said it, and which episodes to hear next. A Personalised Intelligence production — www.pers-int.com

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