Bankless

Bankless

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

  1. Up or Down from Here? Bears vs. Bulls

    8 HR AGO

    Up or Down from Here? Bears vs. Bulls

    Has crypto already bottomed, or is more pain still ahead? Mike and Ryan break down the bull and bear case in full, from Bitcoin fair value and market structure to global liquidity, AI demand, and the macro risks still hanging over markets. Mike explains why he thinks the setup still looks more like a bear market than a new uptrend, even if the odds are close. It’s a sharp episode on how to navigate a market that could break either way. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://thedefireport.io/bankless  --- 📣GALAXYONE | SOLANA STAKING https://bankless.cc/GalaxyOne    --- 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  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix --- TIMESTAMPS 0:00 Intro 1:18 Understanding the crypto cycle 3:23 The wealth destruction phase 5:30 Defining the current market conditions 8:14 Reflecting on past market battles 11:15 The four-year cycle explained 13:19 The impact of liquidity cycles 17:12 Analyzing the S&P and market health 20:34 The bullish case for crypto 24:07 Exploring on-chain metrics 27:16 The bear case outlined 32:14 The difficulty of market navigation 44:26 Summarizing the bearish perspective 48:12 Market uncertainty 59:54 Closing & disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 1min
  2. "Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)

    1 DAY AGO

    "Fix the Money, Fix the World" — Michael Saylor's Master Plan (plus questions on Quantum and Ethereum)

    Michael Saylor thinks Bitcoin is headed to $21 million, but the real story in this conversation is how he believes it gets there. In his first appearance on Bankless, Saylor breaks down Strategy’s evolving capital machine, why STRC may be the most ambitious instrument the company has built yet, how he thinks about quantum risk without panic, why his view on Ethereum has become more constructive, and what he means when he says the endgame is giving the world an 8% bank account forever. --- 📣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 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame --- RESOURCES Michael Saylor https://x.com/saylor --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 38min
  3. ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

    4 DAYS AGO

    ROLLUP: Iran Ceasefire Rally | Anthropic’s “Mythos” Model | Q-Day Divide | Stablecoin Yield Debate

    Markets are rallying on a fragile Iran ceasefire, but the real risks may be getting closer. David and Haseeb break down Anthropic’s secretive new AI model and why it could expose vulnerabilities across crypto, from smart contracts to core blockchain infrastructure, plus the growing divide around “Q-Day” and how urgent the quantum threat really is. They also unpack Iran’s unexpected use of Bitcoin in global trade, the White House’s stance on stablecoin yields, and why the market feels stable on the surface while bigger risks continue to build. --- 📣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  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS & RESOURCES 0:00 Intro 1:56 Ceasefire in Iran https://images.wsj.net/im-97657631  https://x.com/KobeissiLetter/status/2041728989119529307 https://x.com/WatcherGuru/status/2041867478033195336 15:43 Two Polymarkets of Relevance https://polymarket.com/event/iran-x-israelus-conflict-ends-by/?via=bankless? 70% chance the conflict ends by April 30 https://polymarket.com/event/will-the-us-invade-iran-before-2027/?via=bankless? 30% chance! 17:50 Anthropic Releases Project Glasswing  https://x.com/AnthropicAI/status/2041578392852517128 https://red.anthropic.com/2026/mythos-preview/ https://x.com/DarioAmodei/status/2041580338426585171 https://x.com/hosseeb/status/2041579488224657581 https://x.com/kevinsxu/status/2042065892658258357 https://x.com/nic_carter/status/2041256570462326843 48:49 Satoshi is Adam Back? 57:44 The White House Weighs in on the Stablecoin Yield Debate https://www.whitehouse.gov/research/2026/04/effects-of-stablecoin-yield-prohibition-on-bank-lending/ 1:02:04 $MON trading above ICO price! https://www.coingecko.com/en/coins/monad 1:05:47 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 7min
  4. Will The Ethereum Economic Zone (EEZ) Rebuild $ETH Dominance? | Gnosis Martin Koppelman & Friederike Ernst

    5 DAYS AGO

    Will The Ethereum Economic Zone (EEZ) Rebuild $ETH Dominance? | Gnosis Martin Koppelman & Friederike Ernst

    Can Ethereum become one economic zone again? Martin Koppelmann and Friederike Ernst from Gnosis explain how real-time proving and the Ethereum Economic Zone could reconnect fragmented rollups, unify liquidity, and give specialized chains seamless access to Ethereum’s settlement and security. ------ 📣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 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth ------ TIMESTAMPS 0:00 Intro 0:18 Fixing Fragmentation 7:49 Ethereum Economic Zone Explained 26:19 EEZ Thin Layer 30:30 Block Builders 33:06 The Bull Case 35:18 Ethereum Reorg 42:56 Layer2 EEZ Adoption 50:47 A New Age for Builders 55:54 How to Get Involved 57:42 EEZ Rollout 1:00:51 Closing & Disclaimers ------ RESOURCES Martin Koppelman https://x.com/koeppelmann  Friederike Ernst https://x.com/tw_tter  EEZ https://eez.io/  EEZ GitHub https://github.com/eez-association  Gnosis https://www.gnosis.io/  ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    58 min
  5. The Largest Securities Exchange in the World is Coming Onchain | Michael Blaugrund of NYSE and Carlos Domingo of Securitize

    7 APR

    The Largest Securities Exchange in the World is Coming Onchain | Michael Blaugrund of NYSE and Carlos Domingo of Securitize

    NYSE and Securitize are laying the rails to bring real, issuer-backed securities onchain.  Michael Blaugrund of NYSE and Carlos Domingo of Securitize break down how blockchain-native equities could work in practice: transfer agents, tokenized issuance, interoperable trading infrastructure, 24/7 markets, and what it will take for public stocks to move from legacy rails to crypto rails. T They also explore how onchain equities could unlock faster settlement, better shareholder utility, and new DeFi use cases without sacrificing regulatory compliance. ------ 📣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  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth ------ TIMESTAMPS 0:00 Intro 0:52 NYSE x Securitize Partnership 4:57 Digital Transfer Agent 8:39 Blockchain Infrastructure 11:07 NYSE Alternative Trading System 17:01 Every NYSE Asset? 22:30 Portability & KYC 33:38 RWA Decentralization Debate 38:47 New NYSE Paradigm 44:46 24/7 365 Markets 48:03 Clarity Act 52:21 Issuer Choice 57:08 Tokenized Securities vs Perpetuals 1:00:24 Securitize Going Public 1:03:20 When Launch 1:04:04 Closing & Disclaimers ------ RESOURCES Carlos Domingo https://x.com/carlosdomingo  Michael Blaugrund https://x.com/mblaugrund  Securitize https://securitize.io/  RWA Decentralization Debate https://www.youtube.com/watch?v=m-h-PeUOvDw ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

    1hr 5min
  6. Bitcoin Has 3 Years to Survive | Nic Carter on Bitcoin’s Quantum Vulnerability

    6 APR

    Bitcoin Has 3 Years to Survive | Nic Carter on Bitcoin’s Quantum Vulnerability

    What if Bitcoin’s biggest strength becomes its fatal weakness? Nic Carter joins Bankless to unpack why the latest quantum papers changed the threat model, why a 2029 migration window could leave Bitcoin dangerously behind, what a real post-quantum transition would require, and why the fight over Satoshi’s dormant coins may become the most explosive governance battle in Bitcoin history. --- 🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE https://www.bankless.com/podcast/debrief-bitcoin-has-3-years-to-survive-nic-carter --- 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 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS 0:00 Nic Carter’s Stark Warning 3:55 Bitcoin’s Status Quo Problem 9:36 The New Quantum Papers 12:07 When Breakthroughs Go Dark 16:28 “We will not get significant prior notice” 21:24 The 9-Minute Attack 31:33 Why 2029 suddenly matters 34:24 Post-Quantum Tradeoffs 46:03 Why Bitcoin Isn’t Reacting 52:21 The Satoshi coin problem 1:02:54 Nic’s salvage-law alternative 1:10:13 Why Ethereum looks more prepared 1:12:25 Does Bitcoin Survive? --- RESOURCES Nic Carter https://x.com/nic_carter Nic’s takeaways from quantum papers https://murmurationstwo.substack.com/p/my-takeaways-from-googles-and-oratomics --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 14min
  7. ROLLUP: Google’s Quantum Warning | Trump’s Iran Speech | Ethereum Economic Zones | Drift Hack

    3 APR

    ROLLUP: Google’s Quantum Warning | Trump’s Iran Speech | Ethereum Economic Zones | Drift Hack

    Google just dropped a major quantum warning for crypto, claiming a breakthrough that could accelerate the timeline to breaking Bitcoin and Ethereum’s core security. Ryan and David unpack what changed, how real the threat is, and why the industry may need to act sooner than expected. Plus: Trump signals three more weeks in the Iran conflict and markets shrug it off, a $285M Solana DeFi hack exposes critical flaws, Ethereum’s new plan to unify L2s, and why crypto wallets are rapidly turning into full financial super apps. --- 📣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  🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS & RESOURCES 0:00 Intro 1:46 Worst BTC Q1 Since 2018 https://www.theblock.co/post/395991/bitcoin-worst-q1-since-2018 https://imgur.com/Y8V3LyR  3:15 Trump, Iran & Market Reaction https://x.com/WhiteHouse/status/2039508709374636457 https://polymarket.com/event/us-forces-enter-iran-by/?via=bankless https://polymarket.com/event/us-x-iran-ceasefire-by/?via=bankless https://x.com/KobeissiLetter/status/2039525222311731260 https://x.com/KobeissiLetter/status/2039516924762096021 https://x.com/KobeissiLetter/status/2039715963730305106 https://x.com/TrustlessState/status/2039718732361040022 https://x.com/KobeissiLetter/status/2039691820419235841 https://x.com/WatcherGuru/status/2038650848931193203  https://x.com/robinhanson/status/2038778655204122748 https://x.com/natesilver538/status/2038711622043144529 https://polymarket.com/event/which-party-will-win-the-house-in-2026/?via=bankless https://polymarket.com/event/which-party-will-win-the-senate-in-2026/?via=bankless 18:35 Google’s Quantum Warning for Crypto https://quantumai.google/static/site-assets/downloads/cryptocurrency-whitepaper.pdf https://arxiv.org/abs/2603.28627 https://x.com/drakefjustin/status/2038847732152996108 https://x.com/nic_carter/status/2038804571791761821 https://x.com/mreiffy/status/2038878566796988776 https://x.com/nic_carter/status/2039065325627396309 https://x.com/_jonasschnelli_/status/2039403067511341368 https://x.com/_jonasschnelli_/status/2039049535822147890 41:39 $285M Drift Hack on Solana https://x.com/DriftProtocol/status/2039564437795836039 https://defillama.com/perps https://x.com/dbcrypt0/status/2039677244734677186 https://www.coingecko.com/en/coins/drift-protocol https://x.com/StaniKulechov/status/2039587524075491794 https://x.com/haydenzadams/status/2039560830862164329 47:08 Ethereum Economic Zones & Aave V4 https://x.com/RyanSAdams/status/2038625973260722336 https://x.com/etheconomiczone/status/2038271122907578375 https://x.com/jbaylina/status/2038277153641377865 56:09 X Crypto Wallet + Phantom Super App https://x.com/benjitaylor/status/2036882102420201832 https://x.com/Marczeller/status/2038300072367017988 https://x.com/phantom/status/2039027553940480448 57:43 Apyx, OpenAI, SpaceX & April Fools https://x.com/RyanSAdams/status/2037607121676603530 https://x.com/hyperbridge/status/2039318963486625880 1:03:37 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 4min
  8. 3 Megatrends Every Investor Needs to Know: Demographics, Wealth Inequality, & the End of Labor (with Jeff Park)

    30 MAR

    3 Megatrends Every Investor Needs to Know: Demographics, Wealth Inequality, & the End of Labor (with Jeff Park)

    Three macro forces are converging that almost no one is pricing in correctly. Jeff Park returns to Bankless to lay out what he calls the "certain truths" shaping markets for the next two decades: collapsing demographics across every major economy, wealth concentration that now exceeds even the Gilded Age, and a labor market being structurally hollowed out by AI before robots even arrive. --- 📣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 🪐GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/galaxy-podcast 🏅BITGET TRADFI | TRADE GOLD WITH USDT https://bankless.cc/bitget 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 🐇MEGAETH | 1ST REAL-TIME BLOCKCHAIN https://bankless.cc/megaeth --- TIMESTAMPS 0:00 Intro 3:07 Certain Truth #1: Global Demographic Headwinds 8:26 What a Top-Heavy Population Means for Markets 15:05 The Japan Counter-Argument 26:01 Certain Truth #2: Wealth Concentration at Critical Levels 32:48 Capital Flight, Unrealized Gains, and the Drag on Demand 43:17 Real Estate as the Epicenter of Distortion 48:05 Bitcoin as a Spending and Savings Asset 52:08 Certain Truth #3: The Value of Labor Approaching Zero 1:01:27 The AI Industrial Revolution Comparison 1:04:38 The Convergence: Why All Three Truths Collide Now 1:08:19 Lightning Round: Asset Class Outlook 1:27:49 Closing Thoughts --- RESOURCES Jeff Park https://x.com/dgt10011 Jeff’s paper https://x.com/dgt10011/status/2031757205888762205 --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

    1hr 28min
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out of 5
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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
    Explicit
  • Show Website
    Bankless

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