Bitcoin’s $300T Credit Market Opportunity | Jeff Walton
Bitcoin may be outgrowing the “digital gold” narrative. David sits down with Strive Chief Risk Officer Jeff Walton to unpack how Bitcoin-backed credit products like SATA and Strategy’s STRETCH could t...
21 Touko 1h 18min
"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz
Zcash is having its first real narrative moment in years. David sits down with Multicoin Capital co-founder Tushar Jain and Mert Mumtaz to unpack why privacy may be crypto’s missing store-of-value pri...
19 Touko 1h 3min
Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn
Two surprise Democrat votes just rerated the entire crypto policy timeline. After the Senate Banking Committee advanced the Clarity Act on a bipartisan basis, Galaxy Digital head of research Alex T...
18 Touko 51min
ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps
Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s ...
15 Touko 1h 5min
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares
Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque. Dio Casares of Patagon breaks down how it...
14 Touko 44min
Will AI Populism Decide the 2028 Election? | Jasmine Sun
AI is no longer just a technology story. It is becoming a political fault line. Jasmine Sun joins Bankless to unpack the rise of AI populism, why backlash against data centers and AI labs is spreading...
13 Touko 1h 22min
How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau
AI stocks are ripping, crypto is following, and the question is whether this is the next leg higher or the final frothy phase before a reset. Ryan and Michael Nadeau break down why Bitcoin is so tied ...
12 Touko 1h 5min
Why North Korea Is Winning Crypto Crime and How to Fight Back | Ari Redbord, TRM Labs
North Korea isn’t just hacking crypto anymore, it’s studying it, infiltrating it, and turning DeFi’s weakest links into a state-run revenue machine. This time around, Ryan and David sit down with Ari ...
11 Touko 1h 34min
