ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch
Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. Ryan and Haseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stoc...
28 Elo 1h 5min
Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren
Wall Street wants to come onchain, but public-by-default finance creates a problem institutions cannot ignore. ETH Systems co-founders Mo Jalil and Oskar Thoren join David to explain why privacy may b...
27 Elo 51min
Coinbase Launches Tokenized Stocks on Base | Jesse Pollak
The stock market is coming onchain. Jesse Pollak joins David to unpack Coinbase Tokenized Stocks, a new push to bring one-to-one equities onto Base with 24/7 trading, dividends, governance rights and ...
25 Elo 51min
What's Next for Bitmine after 5% of ETH? | Chairman Tom Lee
BitMine is within reach of owning 5% of ETH after more than 60 consecutive weeks of purchases, and Tom Lee believes the larger Ethereum trade may only be beginning. He joins David to explain how BitMi...
24 Elo 1h 7min
ROLLUP: Is the Bull Market Back? | Treasury QE | Trump Pumps Crypto | SEC Token Rules
Crypto just had one of its biggest breakout days in years. Ryan and David unpack the Treasury’s QE-like move, the White House and SEC’s crypto push, ETH’s violent rebound, and whether this rally final...
21 Elo 1h 2min
Why Ethereum MUST Change Its Monetary Policy | Sam Jernigan and Jerome de Tychey
Ethereum may be paying too much to secure itself, and the consequences could extend far beyond a little extra ETH issuance. Jerome de Tychey, co-author of EIP-8363, and Sam Jernigan join David Hoffman...
20 Elo 1h 22min
Why Raising Rates Would Actually Calm Markets | Jim Bianco
The Fed may no longer be a one-person institution, and markets are not ready for the consequences. Jim Bianco joins David Hoffman to unpack Kevin Warsh's emerging 12-voter Fed, the end of forward guid...
17 Elo 1h 9min
EtherFi’s Next Act: Stocks, Loans, and Global Banking | Mike Silagadze
EtherFi is expanding from a crypto-native neobank into a broader financial account built around DeFi. Mike Silagadze joins David to break down the next version of the product, including tokenized stoc...
14 Elo 42min
