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 a...
10 Huhti 1h 6min
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...
9 Huhti 58min
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 coul...
7 Huhti 1h 4min
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 Bitco...
6 Huhti 1h 13min
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,...
3 Huhti 1h 4min
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: coll...
30 Maalis 1h 27min
ROLLUP: The World is On the Clock | The Clarity Act | Crypto Mortgages | Bitmine Staking
We examine the proposed Clarity Act and its impact on stablecoin yields and crypto finance. Ryan and David discuss geopolitical tensions in Iran and their effects on global markets. Highlights incl...
27 Maalis 1h
The Economics of AGI: Why Verification Is the New Scarcity w/ Christian Catalini
MIT economist Christian Catalini joins Ryan and David to unpack his new paper, "Some Simple Economics of AGI," which argues that the scarce resource in the AI economy is no longer intelligence but ver...
26 Maalis 1h 25min
