New Era Finance

Michaël van de Poppe

New Era Finance is your go-to source for navigating the future of finance and crypto. Each episode dives into the latest issues and trends shaping the financial landscape, with a special focus on cryptocurrency, blockchain technologies, decentralized finance (DeFi), fintech innovations, and the evolving financial ecosystems. Tune in for insightful discussions with top financial experts, thought leaders, and Key Opinion Leaders (KOLs) as they explore key shifts in global finance, provide in-depth market analysis, and share their insights for the road ahead.

  1. 3d ago

    Simon Dixon: The New World Order Wants To Steal Your Bitcoin

    Do you actually own your Bitcoin, or does someone else? Simon Dixon joins Michaël van de Poppe with a warning about Bitcoin custody. The institutions that spent a decade dismissing Bitcoin now control its short term price, and they have a plan for the coins you are holding. They don't want you to self custody your Bitcoin. They want you to lend it, borrow against it, and leave it sitting with a custodian. Simon lays out the framework behind it: sovereign versus subordinate. Sovereign means you hold Bitcoin you can access without permission from a bank, a broker, or a custodian. Subordinate means you are in debt to the financial system for everything you own. He explains how Bitcoin gets captured through custodians, ETFs and lending products, why self custody is the one thing they cannot touch, why he believes you cannot vote your way out of this, and what the first practical steps look like if you want to move from subordinate to sovereign. His answer is simple and uncomfortable: you boycott the Federal Reserve by owning Bitcoin, and you boycott the banks by holding it in self custody rather than leaving it with someone else. Every week, he says, ask yourself one question - am I more sovereign, or more subordinate than I was last week? This episode was recorded on June 24th, 2026. CONNECT WITH SIMON DIXON: X/Twitter: https://x.com/SimonDixonTwitt (verify handle) CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSORS: OKX: Time to Switch. Get 400 EUR in BTC for new users, 8% on deposits, 30-day VIP pass with X-Perps. Fully regulated. MiCA, MiFID, Payment Institution licensed: https://my.okx.com/switch-to-okx?channelId=73357915 LISTEN & SUBSCRIBE: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn YouTube: www.youtube.com/@NewEraFinancePodcast MN FUND — Digital asset investment fund: 60% vs Bitcoin since inception July '25 https://www.mnfund.nl/ #NewEraFinance #CryptoMichNL #Crypto #SimonDixon #Bitcoin #SelfCustody #NotYourKeys #Sovereignty

    Simon Dixon: The New World Order Wants To Steal Your Bitcoin
  2. Jul 6

    Tom Lee: Why Ethereum Will Make You Rich (You're Not Too Late)

    Is Ethereum the most undervalued asset in crypto right now? Tom Lee joins Michaël van de Poppe to explain why he thinks ETH is dramatically mispriced and why the biggest move may still be ahead. As one of Wall Street's most-followed forecasters, Tom lays out the case for why tokenization, AI agents, and the migration of real-world assets on-chain all point back to one place: Ethereum. He breaks down the scale of what's coming: gold is worth $22 trillion, the stock market over $100 trillion, real estate around $300 trillion and to make those assets composable and digitized, he argues you have to run them on Ethereum and other blockchains. He explains why we're in what he calls "crypto spring," where the fundamentals are stronger than ever while the price lags behind, why he believes AI agents carrying wallets and making autonomous payments is close to a 100% certainty within three years, and why he can easily see Ethereum growing into a 1, 2, or even 5 trillion dollar network. It's an optimistic, big-picture conversation about where the real value in crypto is heading and why Tom thinks most investors are still underestimating Ethereum. This episode was recorded on June 3rd, 2026. CONNECT WITH TOM LEE: X/Twitter: https://x.com/fundstrat CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSORS: OKX: Time to Switch. Get 400 EUR in BTC for new users, 8% on deposits, 30-day VIP pass with X-Perps. Fully regulated. MiCA, MiFID, Payment Institution licensed: https://my.okx.com/switch-to-okx?channelId=73357915 LISTEN & SUBSCRIBE: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: 60% vs Bitcoin since inception July '25 https://www.mnfund.nl/ #TomLee #Ethereum #ETH #Crypto #Tokenization #CryptoSpring #Fundstrat

    Tom Lee: Why Ethereum Will Make You Rich (You're Not Too Late)
  3. Jun 29

    Michael Saylor: They Want You To Sell Bitcoin

    Did Michael Saylor sell his Bitcoin or didn't he? Crypto Twitter spent the week in a frenzy: Strategy sold 32 Bitcoin, and the man who built his entire reputation on "never sell" suddenly looked like he broke his own rule. So we sat down with Michael Saylor at BTC Prague to get the real story, straight from the source. Saylor breaks down the difference between what he does personally and what Strategy does as a treasury company with a fiduciary duty. He explains why selling 32 Bitcoin (two basis points) while buying 175,000 this year is not the contradiction it looks like, why defending the credit and the equity is what allowed Strategy to stack in the first place, and why the machine finances itself for decades even if Bitcoin goes nowhere. "We bought 175,000 Bitcoin this year. We sold 32." From there the conversation zooms out to the bigger picture: why 2026 is the year Bitcoin emerged as consensus global digital capital, how digital credit was invented from nothing in twelve months, the path to plug Bitcoin into every bank through digital money, and why Saylor believes the "Warren Buffett moment" for Bitcoin is still coming. He also gets candid on why being hated is better than being irrelevant, and why he's never been more confident in the machine he's built. This episode was recorded on June 12th, 2026 at BTC Prague. TIMESTAMPS: 00:00 — Intro 00:25 — Bitcoin Is Now Digital Capital 03:30 — Digital Credit, Invented In 12 Months 07:40 — Why Bitcoin Is Lagging The Market 12:15 — The Apple & Amazon Comparison 18:30 — Did Saylor Sell His Bitcoin? 21:00 — We Bought 175,000. We Sold 32. 25:00 — Defending The Credit & The Equity 29:30 — What If Bitcoin Stalls For 40 Years? 33:00 — The Warren Buffett Moment Is Coming 37:00 — Being Hated vs Being Irrelevant CONNECT WITH MICHAEL SAYLOR: X/Twitter: https://x.com/saylor Strategy: https://www.strategy.com CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSORS: OKX: The biggest campaign yet. Time to Switch. Get 400 EUR in BTC for new users, 8% on deposits, 30-day VIP pass with X-Perps. Fully regulated. MiCA, MiFID, Payment Institution licensed: https://my.okx.com/switch-to-okx?channelId=73357915 LISTEN & SUBSCRIBE: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: 60% vs Bitcoin since inception July '25 https://www.mnfund.nl/ #MichaelSaylor #Bitcoin #Strategy #FED #Macro #financialsystem #BTC #DigitalCapital #BitcoinTreasury #Crypto #STRC #NeverSellBitcoin

    Michael Saylor: They Want You To Sell Bitcoin
  4. Jun 22

    Arthur Hayes: Why I'm Betting On This Crypto

    Is crypto stuck, or is this the setup for the most asymmetric trade of the cycle? Arthur Hayes joins Michaël van de Poppe for a no-filter conversation on why crypto has stalled, where the liquidity actually went, and the one bet he's making while everyone else sits on the sidelines. A month ago, Hayes said the Bitcoin bottom was in. Then he changed his tune and sold his altcoin positions. His argument: the capital crypto needs to rally is being quietly drained into the AI race, and that rotation may not reverse soon. For someone who built his career on liquidity-driven calls, that's a striking shift, and it raises the real question: is this a pause, or a structural problem for crypto? In this conversation they get into why Hayes believes AI has taken the marginal dollar and left no cash to flow into crypto, why the four-year cycle may be dead, why he thinks the next crisis gets met with even more money printing and what that does to hard assets, and how he approaches risk: hunting for trades that move from a 1% to a 10% chance of success rather than the crowded 50% to 75% bets everyone else is making. He talks through the coins he was long well before they hit the public spotlight, what he looks for in a large-cap that's been hated and forgotten and just needs a little narrative juice, and the single bet he's placing now on what he calls the most hated trade in crypto. It's Arthur at his most direct: macro, liquidity, AI, and where the real money goes next. CONNECT WITH ARTHUR HAYES: X/Twitter: https://x.com/CryptoHayes Substack: https://cryptohayes.substack.com CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSORS: OKX: https://my.okx.com/en-eu/welcome-rewards?channelID=73357915 LISTEN & SUBSCRIBE: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: 60% vs Bitcoin since inception July '25 https://www.mnfund.nl/

    Arthur Hayes: Why I'm Betting On This Crypto
  5. Jun 15

    Sui Co-Founder: No Funds Were Lost In The Outage - Here's Why

    What actually happens when a blockchain stops working and what does it mean for the money sitting on it? Kostas Chalkias joins Michaël van de Poppe to break down the Sui outage that had crypto Twitter in a frenzy: why the network halted, what was really going on behind the scenes, and why he argues it was the system working exactly as designed. As co-founder and Chief Cryptographer of Mysten Labs, the team behind Sui, Kostas was in the war room when it happened. He explains why no funds were lost, why halting was the right call, and why a decentralized network recovers differently than a single company flipping a switch. He walks through what triggered the incident, the global war room with more than 50 people working across time zones toward one goal, why bringing a decentralized network back online takes longer than one company pressing a button, and why this wasn't a "move fast and break things" mistake but a rare edge case in a feature the team had been building for over six months. From there the conversation widens into the bigger thesis: why AI agents ,not humans, will become the real users of crypto, why payments in stablecoins are effectively free while banks still charge you to move your own money, why you should own and even monetize the data you generate, how capital controls expose the fragility of the traditional system, and why a genuinely fast layer-1 unlocks use cases that traditional finance simply can't match. It's an honest, technical, and surprisingly reassuring look at what resilience really means in crypto. CONNECT WITH KOSTAS CHALKIAS: X/Twitter: https://x.com/kostascrypto Sui: https://sui.io Mysten Labs: https://mystenlabs.com CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSORS: OKX: https://my.okx.com/en-eu/welcome-rewards?channelID=73357915 LISTEN & SUBSCRIBE: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: 60% vs Bitcoin since inception July '25 https://www.mnfund.nl/

    Sui Co-Founder: No Funds Were Lost In The Outage - Here's Why
  6. Jun 11

    Tokenized Assets Hit $15 Billion (Here's What's Next) | Ian de Bode

    What if the biggest threat to Wall Street is also the biggest opportunity for investors who understand it early? Ian de Bode (ONDO Finance) joins Michaël van de Poppe to discuss the explosive rise of tokenized assets: from $1 billion to $15 billion in just two years, and why this is only the beginning of a complete restructuring of global capital markets. As Chief Strategy Officer at Ondo Finance, Ian sits at the center of the tokenization wave — bringing stocks, ETFs, and treasuries on-chain. He explains why crypto exchanges and wallets are all racing to list tokenized stocks, how offshore investors finally get seamless access to US capital markets in the platforms they already use, and why people now move between crypto and stocks instantly, even over the weekend. He breaks down the difference between native tokenization, which requires issuer consent that companies like Tesla and Google simply don't care to give, and permissionless wrappers, where every token outstanding is backed by the actual stock in a custody account with daily third-party attestations anyone can verify. Ian explains how tokenized stocks work like stablecoins — hold them in your wallet, transfer them freely, use them in DeFi, 24/7, no permissions — and why that structure is exactly how tokenized assets took off in the first place. He also covers how hedge fund strategies like leverage loops and carry trades are coming to DeFi, why perps on single-name equities could become a market significantly larger than crypto itself, what needs to happen before true 24/7 markets become reality now that Nasdaq and NYSE are publicly moving that direction, and why the Genius Act and Clarity Act signal that you should prepare for a world in which tokenized securities co-exist with normal securities. So get ready. CONNECT WITH IAN DE BODE: X/Twitter: https://x.com/ian_debode Ondo Finance: https://ondo.finance CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSORS: OKX: https://my.okx.com/en-eu/welcome-rewards?channelID=73357915 LISTEN & SUBSCRIBE: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: 60% vs Bitcoin since inception July '25 https://www.mnfund.nl/

    Tokenized Assets Hit $15 Billion (Here's What's Next) | Ian de Bode
  7. Jun 8

    Crypto Was Never Built For Humans | Yat Siu

    Crypto was never built for humans. And that's not a flaw, it's a feature. Yat Siu joins Michaël van de Poppe to explain why cryptocurrency's real purpose isn't payments or investment, it's infrastructure for AI agents. And why that realization changes everything about how you should think about crypto today. As founder of Animoca Brands, one of the largest Web3 gaming companies in the world, Yat has spent years watching crypto evolve. Now he's arguing that we've been asking the wrong question the whole time: we've been trying to make crypto work for humans, when we should have been building it for agents. He breaks down why the entire industry focused too much on meme coins and missed what actually matters, why AI and crypto need each other to survive and grow, how code becomes the agent's natural language while humans still need government protection and legal frameworks, why the orchestration layer is where real opportunity exists in Web3, and why in a future where agents transact with each other on-chain, everything happens without human intermediaries. Yat explains gaming as the real entry point for consumer adoption, how the basket strategy works for long-term crypto positioning, and why retail's edge is understanding long-term value and holding conviction. He also discusses how hundreds of millions of agents will eventually swarm the internet, why the metaverse is coming to us through agents rather than us going into it, and how digital identity and provenance matter entirely differently for machines than for humans. This is the conversation about what crypto actually is when you stop thinking about price and start thinking about purpose. CONNECT WITH YAT SIU: X/Twitter: https://x.com/ysiu Animoca Brands: https://www.animocabrands.com LinkedIn: https://www.linkedin.com/in/yat-siu/ CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSORS: OKX: https://my.okx.com/en-eu/welcome-rewards?channelID=73357915 KAST: https://go.kast.xyz/VqVO/NEWERA (CODE: NEWERA) LISTEN & SUBSCRIBE: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: 60% vs Bitcoin since inception July '25 https://www.mnfund.nl/

    Crypto Was Never Built For Humans | Yat Siu
  8. Jun 1

    Charles Hoskinson: AI Agents Will Run Crypto

    What if the biggest users of crypto won't be people at all, but AI agents? Charles Hoskinson joins Michaël van de Poppe to discuss one of the most consequential questions in crypto: within a decade, will AI agents hold more crypto than humans? And what does that mean for every blockchain, token model, and investment thesis you're holding today? Charles co-founded Ethereum, walked away over how it was run, and built Cardano using peer-reviewed research. Now he's arguing that humans are becoming a rounding error in the systems we're building — and that most blockchains simply aren't ready for what's coming. He breaks down why AI agents will become the dominant on-chain actors and what that does to every token model, the infrastructure that has to exist before agents can transact safely at scale, why most current blockchains can't handle machine-speed transactions, where Cardano's research-first approach fits in a world of autonomous agents, the identity problem of telling humans from agents on-chain and why it matters for governance, why he's bullish on the technology but blunt about the timeline, what he thinks the rest of the industry is getting catastrophically wrong about AI plus crypto, and the one critical thing that has to happen for any of this to become reality. AI agents don't sleep, don't panic-sell, and don't care about price. They transact in tokens because that's the only thing they can actually use. The question isn't whether this happens, it's when, and whether your blockchain is prepared. CONNECT WITH CHARLES HOSKINSON: X/Twitter: https://x.com/IOHK_Charles Cardano: https://cardano.org IOG: https://iohk.io CONTACT MICHAËL: X/Twitter: https://x.com/CryptoMichNL YouTube: https://youtube.com/@michaelvdpoppe SPONSORS: OKX: https://my.okx.com/en-eu/welcome-rewards?channelID=73357915 KAST: https://go.kast.xyz/VqVO/NEWERA (CODE: NEWERA) LISTEN & SUBSCRIBE: Spotify: https://open.spotify.com/show/4m1NATQndU8yUUe1aRkOTn Apple Podcasts: https://podcasts.apple.com/nl/podcast/new-era-finance/id1781211657 MN FUND — Digital asset investment fund: 60% vs Bitcoin since inception July '25 https://www.mnfund.nl/

    Charles Hoskinson: AI Agents Will Run Crypto

About

New Era Finance is your go-to source for navigating the future of finance and crypto. Each episode dives into the latest issues and trends shaping the financial landscape, with a special focus on cryptocurrency, blockchain technologies, decentralized finance (DeFi), fintech innovations, and the evolving financial ecosystems. Tune in for insightful discussions with top financial experts, thought leaders, and Key Opinion Leaders (KOLs) as they explore key shifts in global finance, provide in-depth market analysis, and share their insights for the road ahead.

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