
The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze
Ethereum’s latest staking proposal is sparking backlash across DeFi. Aave founder Stani Kulechov and EtherFi CEO Mike Silagadze join David to break down why stake tapering could push ETH yield toward ...
10 Elo 54min

$ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas
Memecoins were supposed to be a dead end, but Mike Dudas believes their deeper idea is only beginning to spread. The 6MV investor joins David to unpack Bonk’s role in reviving Solana, Ansem’s latest e...
5 Elo 1h 5min

The Next Bull Market is Here, and Obvious | Spencer and Aleks, Blockchain Capital
Crypto prices are weak, OG sentiment is exhausted, and institutions are leaning in. Blockchain Capital GPs Aleks Larsen and Spencer Bogart join David Hoffman to explain why this disconnect may be the ...
3 Elo 1h 11min

ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates
Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, ...
31 Heinä 54min

What's Next for Vaults? | Steakhouse Co-Founder, Adrian Cachinero
Vaults could become the financial rails that bring trillions onchain, but only if they solve risk, regulation and investor protection. Steakhouse co-founder Adrian Cachinero joins David to explain how...
30 Heinä 1h 4min

Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot
Every lending protocol in DeFi quietly decides your interest rate for you. Paul Frambot thinks that was always a workaround and Morpho Midnight is his argument for what replaces it. Fixed-rate lending...
29 Heinä 1h 2min

From Harvard at 18 to Building Crypto's Fastest Exchange | Vlad, Lighter
What does it take to build an exchange that refuses to choose between speed, cost, security, verifiability and composability? Lighter founder Vlad Novakovski joins David to trace his path from interna...
27 Heinä 1h 5min




















