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
ROLLUP: Bitcoin’s Fork Died in 2 Blocks | Saylor Sells Again | Robinhood Chain | Fidelity Staking
Bitcoin’s latest fork died after just two blocks. Ryan and David unpack what the failure says about Bitcoin maximalism, why Saylor keeps selling BTC, Robinhood Chain’s breakout, and Fidelity’s push to...
13 Elo 55min
NEAR’s New Token Utility and AI Economy | Illia Polosukhin
What if staking a token could keep an AI agent thinking? NEAR cofounder Illia Polosukhin joins David to explain NEAR’s new staking-powered inference model, where yield funds access to confidential and...
11 Elo 51min
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
ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad
Ethereum’s monetary policy is suddenly up for debate. Ryan and David unpack the issuance fight dividing researchers and DeFi builders, the Coldcard exploit that hit users who “did everything right,” S...
7 Elo 1h 6min
