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

  1. ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

    قبل ٥٣ دقيقة

    ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

    Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever. --- 📣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 | GET 20% OFF  https://bankless.cc/coinbase-one 🧭OKX | TRADE, EARN, PAY 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 2:28 Oil War & $120 Oil Crisis https://x.com/pete_rizzo_/status/2049589290326212768 https://x.com/KobeissiLetter/status/2049713857728524691 https://x.com/KobeissiLetter/status/2049534394302394603 https://x.com/Rory_Johnston/status/2049834460233756744 https://x.com/KobeissiLetter/status/2048593172423495858 https://x.com/charliebilello/status/2049613424749838445 https://x.com/KobeissiLetter/status/2048461842540834913 https://x.com/biancoresearch/status/2049598646648181221 https://tether.io/news/tether-supports-freeze-of-more-than-344-million-in-usdt-in-coordination-with-ofac-and-u-s-law-enforcement/ https://x.com/AggrNews/status/2047711619304587602 https://x.com/SecScottBessent/status/2049281442451001711 16:46 Markets Rally vs Reality (AI Boom) or AI Bubble & IPO Top Signal https://x.com/KobeissiLetter/status/2049165243100827821 https://x.com/KobeissiLetter/status/2049149137292001672 https://x.com/NoLimitGains/status/2049213286311436597 https://x.com/shiri_shh/status/2049040515107270751 https://x.com/Shaughnessy119/status/2049228075766788402 https://x.com/IvayloPashov/status/2049475041113378909 https://x.com/realarmaansidhu/status/2047080574737592798 27:22 Fed, Powell, Rising Inflation, Bitcoin Narrative & National Security https://x.com/EdwardLawrence/status/2049583458393980995 https://x.com/firsttohearit/status/2049574617665c114570  https://x.com/KobeissiLetter/status/2049551229349511663 https://www.cnbc.com/2026/04/29/jerome-powell-says-he-will-continue-to-serve-as-a-fed-governor-even-after-chairmanship-ends-.html https://x.com/KobeissiLetter/status/2049609008399503750 https://x.com/pete_rizzo_/status/2049589290326212768 https://x.com/TFTC21/status/2049135996654981459  36:59 MegaETH Launch https://x.com/megaeth/status/2047352341473505435 https://cryptobriefing.com/megaeth-token-generation-event-set-for-april-30-2026/ https://x.com/bread_/status/2049870525779128345 https://dexscreener.com/megaeth/0x5fb29184c49546c13a14a3958f21e5759f0821f2 https://x.com/bubblemaps/status/2049874252153618436 https://www.youtube.com/watch?v=g4YI5u-hZJo 40:33 DeFi Bailout (KelpDAO → DeFi United) https://defiunited.world/ https://x.com/StaniKulechov/status/2047413237113868576 https://x.com/aave/status/2048189931856535887 https://x.com/CoinDesk/status/2049290843677151501 https://x.com/aave/status/2048958367658332413 https://x.com/jussy_world/status/2049534154488840259 48:30 Polymarket Insider Trading Case https://www.justice.gov/opa/pr/us-soldier-charged-using-classified-information-profit-prediction-market-bets https://www.bbc.com/news/articles/clyxd5wrr0wo https://www.wsls.com/news/national/2026/04/28/us-soldier-charged-with-using-intel-to-win-400k-on-maduro-raid-to-appear-in-court-in-nyc/ https://x.com/shayne_coplan/status/2047712706342326496 51:27 “Code Is Not a Crime” vs Reality https://cointelegraph.com/news/acting-ag-blanche-signals-doj-pivot-code-is-not-a-crime https://x.com/Cointelegraph/status/2048834708088267256  https://www.therage.co/blanche-vegas/ https://x.com/valkenburgh/status/2048846522347884669 https://x.com/rstormsf/status/2049157683916464278 55:45 Stablecoins Go Mainstream (Visa + Meta) https://investor.visa.com/news/news-details/2026/Visa-Accelerates-Stablecoin-Momentum-Adding-Five-Blockchains-for-Settlement/default.aspx https://www.coindesk.com/business/2026/04/29/tech-giant-meta-starts-paying-some-creators-in-stablecoin-with-stripe-s-support https://x.com/dwr/status/2049551855991308387 58:50 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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  2. MegaETH Token Launch with Co-Founders Shuyao and Lei

    قبل يوم واحد

    MegaETH Token Launch with Co-Founders Shuyao and Lei

    $MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and proximity markets could become core revenue streams, and how the team is thinking about appchains, AI agents, security, and Stage 2 decentralization. --- 📣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 | GET 20% OFF https://bankless.cc/coinbase-one 🧭OKX | TRADE, EARN, PAY 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 | YIELD + CREDIT LINE https://bankless.cc/nexo --- TIMESTAMPS 0:00 MegaETH Reaches TGE: KPIs and Milestones 3:10 The 10 Apps That Unlocked Launch 8:12 Composability for New Crypto Apps 11:22 World Markets as MegaETH’s Liquidity Hub 14:13 USDM and the First Revenue Stream 15:59 Co-Location, Low Latency, and Proximity Markets 19:40 Proximity Markets vs. MEV 22:13 Revenue and Token Value Accrual 25:15 Ethereum Decentralization as a KPI 27:40 Token Unlocks and Launch Supply 30:31 Terminal, Incentives, and Flux 32:28 MegaETH vs. Appchains 38:31 Could MegaETH Support Polymarket Scale? 41:12 AI Agents on a Fast, Cheap Chain 47:23 KelpDAO, Arbitrum, and L2 Decentralization 55:38 Life After TGE --- RESOURCES Shuyao Kong https://x.com/hotpot_dao Lai Yang https://x.com/yangl1996 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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  3. $200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

    قبل يوم واحد

    $200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

    Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being drained, and the market may still be underpricing the scale of the disruption.  If the Strait stays closed, Rory says the path to $200 oil is no longer crazy. It may be the next stop. This is oil, geopolitics, inflation, and markets all colliding at once. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🟦 COINBASE ONE | GET 20% OFF  https://bankless.cc/coinbase-one 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download  🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 💰NEXO | YIELD + CREDIT LINE https://bankless.cc/nexo 🧭OKX | TRADE, EARN, PAY https://app.okx.com/join/USBANKLESS ------ TIMESTAMPS 0:00 Intro 1:17 What is a Barrel of Oil? 7:04 How is Oil Transported? 8:24 Is Oil Fungible? 13:25 Oil Then Vs Now 17:10 Peak Oil? 24:59 Hydrocarbon World Distribution 29:32 What is Spare Capacity? 32:14 Inventories in the Buffer System 35:04 Oil Futures 38:59 Oil Curve 44:51 Economic Implications of Oil Markets 48:48 Straight of Hormuz 55:30 Future Oil Price Action 1:03:53 Steelmanning the Market Reaction 1:13:23 When will the Straight Open? 1:21:57 Is the USA Winning? 1:27:49 Pressuring Iran 1:31:48 Signals to Watch 1:33:36 Fast Forward to 2050 1:38:38 Closing & Disclaimers ------ RESOURCES Rory Johnston https://x.com/Rory_Johnston  Commodity Context https://www.commoditycontext.com/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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  4. Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

    قبل ٤ أيام

    Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

    Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “AI is the new QE” thesis, the scarcity-versus-abundance portfolio, why the S&P may struggle in an AI regime, what a more muted Bitcoin cycle looks like, and where he still sees upside across the rest of crypto. --- 📣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 | GET 20% OFF https://bankless.cc/coinbase-one 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 💰NEXO | YIELD + CREDIT LINE https://bankless.cc/nexo 🧭OKX | TRADE, EARN, PAY https://app.okx.com/join/USBANKLESS --- TIMESTAMPS 0:00 Intro 2:07 Jordi’s bold Bitcoin call 4:18 The AI endgame lands at Bitcoin 9:26 Bitcoin as the purest AI trade 12:49 SaaSpocalypse, quantum fear, and the private credit risk 20:49 AI is the new QE 26:55 Inflation, deflation, and the scarcity squeeze 34:28 What happens to stocks from here 44:24 Is AI a bubble? 48:17 The Bitcoin IPO and muted cycles 1:01:01 Has Bitcoin already bottomed? 1:09:03 The broken social pact 1:13:21 The rest of crypto, from ETH to stablecoins 1:17:29 Inside the scarcity portfolio 1:20:42 Jensen vs. Dwarkesh, China, and the chip war 1:27:42 Jordi’s AI stack and where to follow his work --- RESOURCES Jordi Visser https://x.com/jvisserlabs Jordi’s Substack https://substack.com/@visserlabs --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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  5. ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

    ٢٤ أبريل

    ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

    Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s controversial decision to freeze funds. They also explore whether AI will drive deflation or inequality, unpack a new bullish ETH thesis, and debate why the biggest risks in crypto may be building beneath the surface. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download  🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix  🧭OKX | TRADE, EARN, PAY https://bankless.cc/OKX 💰NEXO | YIELD + CREDIT LINE https://bankless.cc/nexo 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS & RESOURCES 0:00 Intro 1:57 Markets Still Bullish? https://x.com/EricBalchunas/status/2047282771664453641 https://thewolfden.substack.com/p/strategy-owns-more-btc-than-blackrock https://x.com/SecScottBessent/status/2046703137541837285 https://polymarket.com/event/us-x-iran-permanent-peace-deal-by/?via=bankless? https://x.com/danielisdizzy/status/2047037188500554010  https://x.com/MikeZaccardi/status/2045855067710914995 https://polymarket.com/event/kevin-warsh-confirmed-as-fed-chair-by-may-15/?via=bankless? https://polymarket.com/event/fed-rate-cut-by-629/?via=bankless? https://x.com/ylecun/status/2045610129119117574 https://x.com/pdmsero/status/2046943519101661561 https://x.com/KobeissiLetter/status/2045675498529808886 https://x.com/KobeissiLetter/status/2046071375446606125 27:32 KelpDAO $300M Exploit & DeFi Fallout https://www.galaxy.com/insights/research/kelpdao-layerzero-exploit-defi https://defillama.com/protocol/aave-v3 https://x.com/LayerZero_Core/status/2046081551574983137 https://x.com/0xdoug/status/2045988844718453186 https://x.com/arbitrum/status/2046435443680346189 http://l2beat.com/scaling/projects/arbitrum https://x.com/TheCryptoNexus/status/2046569510442787209 https://x.com/0xfluid/status/2046971208550486244 https://www.coingecko.com/en/coins/spark https://www.coingecko.com/en/coins/aave 50:26 Productive Money ETH Thesis https://thewolfden.substack.com/p/the-250k-eth-thesis-sounds-great 55:28 Prediction Markets & Perps Expansion & Tether $344M Freeze https://x.com/polymarket/status/2046653304810156283/?via=bankless? https://polymarket.com/perps/?via=bankless? https://x.com/aaronjmars/status/2047017251270734309 https://polymarket.com/event/highest-temperature-in-paris-on-april-23-2026/?via=bankless? https://tether.io/news/tether-supports-freeze-of-more-than-344-million-in-usdt-in-coordination-with-ofac-and-u-s-law-enforcement 1:00:11 MegaETH & New Chain Activity https://x.com/bread_/status/2047336293462589788 https://app.hyperliquid.xyz/trade https://www.coingecko.com/en/coins/monad 1:01:52 Device-Level KYC / Surveillance State https://x.com/RyanSAdams/status/2044491861125996617 https://x.com/RyanSAdams/status/2045232433197695392 1:06:58 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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  6. The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

    ٢٣ أبريل

    The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

    A $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems. Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the damage so severe, what Arbitrum’s intervention means for immutability, and why DeFi now needs an aerospace-grade security mindset to survive the AI era. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download  🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix  🧭OKX | TRADE, EARN, PAY https://bankless.cc/OKX 💰NEXO | YIELD + CREDIT LINE https://bankless.cc/nexo 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless ------ TIMESTAMPS 0:00 Intro 0:57 Worst DeFi Hack Ever? 7:01 What Happened? 10:11 How Sophisticated? 11:42 Explaining the Hack to TradFi 16:51 Who’s to Blame? 22:13 L2 Architecture Consequences 28:17 How Does it Get Resolved? 31:46 Circuit Breakers & Rate Limiters 34:05 AAVE V4 34:51 Arbitrum Intervention Implications 42:02 Code is Law vs Human Governance 51:59 Stage 1 vs Stage 2 Rollups 55:29 Post-Hack DeFi 1:03:05 Aerospace Level Security 1:09:49 Will DeFi Survive? 1:14:33 Closing & Disclaimers ------ RESOURCES Dan Elitezer  https://x.com/delitzer  Odysseus https://x.com/odysseas_eth  Odysseus Article https://x.com/odysseas_eth/status/2019833220431507504  Phylax Systems https://phylax.systems/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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  7. Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

    ٢١ أبريل

    Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

    Ethereum may be one of the most underappreciated assets. In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-value properties of gold and Bitcoin, plus the ability to compound through network activity. We unpack the $250K ETH thesis, why traditional DCF models miss the bigger picture, and why Ethereum’s role as the settlement layer for a tokenized economy could unlock massive monetary premium. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast  🪐GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download  💰NEXO | YIELD + CREDIT LINE https://bankless.cc/nexo 🧭OKX | TRADE, EARN, PAY https://bankless.cc/OKX 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix  ------ TIMESTAMPS 0:00 Intro 4:45 $250K ETH? 6:04 How to Price ETH 8:15 ETH’s Monetary Premium 10:25 What Differentiates ETH 13:54 The Path to $250K ETH 16:35 Menger’s Monetary Attributes 20:28 Scarcity 24:58 Fungibility 26:43 Divisibility 27:45 Portability 28:28 Durability 34:30 Verifiability 35:27 Censorship Resistance 37:00 ETH is Productive Money 41:39 How is ETH Productive? 46:40 Ethereum’s Tollbooth 51:28 Counterparty Risk 53:48 Productive Money vs Dead Capital 58:03 Pitching Productive Money to Wall Street 1:00:08 Why is ETH Underappreciated? 1:04:19 Wall Street ETH Investors 1:11:28 Other L1s 1:14:06 Why Not Just Buy the S&P? 1:15:00 Ethereum Technical Risks 1:17:20 How Does ETH Get to $250K? 1:23:18 Closing & Disclaimers ------ RESOURCES ETH is Productive Money https://www.productivemoney.org/  Michael McGuiness https://x.com/mikemcg0  Vivek Raman https://x.com/VivekVentures  Etherealize https://www.etherealize.com/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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  8. Can AI Agents Build Real Businesses? | Kelly Claude creator Austen Allred

    ٢٠ أبريل

    Can AI Agents Build Real Businesses? | Kelly Claude creator Austen Allred

    Austen Allred joins Bankless to unpack Kelly Claude, the AI agent he has given an LLC, bank accounts, a token, and even a human employee. They explore how Kelly finds software opportunities, ships apps to the App Store, learns through orchestration and factory-style workflows, and why crypto rails may be the missing layer for agent-to-agent commerce. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🪐GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 💰NEXO | YIELD + CREDIT LINE https://bankless.cc/nexo 🧭OKX | TRADE, EARN, PAY https://bankless.cc/OKX 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix --- TIMESTAMPS 0:00 Intro 1:05 Meet Kelly 4:46 Why Kelly needed an LLC, bank account, and token 10:27 The real goal is a zero-human company 15:46 The apps Kelly is already shipping 18:33 Can taste be replicated? 21:53 Why AI defaults to consensus 30:04 What orchestration and factories actually mean 34:21 How autonomous is autonomous? 38:20 The marketing factory and why AI ads must look worse 46:47 Why Ryan and David’s agent Daniel keeps failing 54:43 Can there be a generic template for AI companies? 59:14 If everyone can build over a weekend, what are the moats? 1:06:08 Why crypto finally clicks for AI agents 1:12:32 The missing crypto product is distribution 1:14:57 Advice for builders experimenting with agents --- RESOURCES Austen Allred https://x.com/Austen Kelly Claude https://x.com/kellyclaudeai --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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

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