Morpho CEO: Vaults Are The Next 100x In Asset Management (Institutional Appeal)
Paul Frambot breaks down how Morpho's new Midnight protocol lets curators price risk directly, unlocking under-collateralized lending onchain for the first time, and explains why he believes DeFi is f...
27 Heinä 42min
Cysic Founder: Why The Compute Market Is Getting Ready to Explode (Biggest In The World)
Leo Fan breaks down why the real bottleneck in AI isn't model intelligence but a persistent GPU shortage driving up inference costs, even as open-source models from China close the gap. He also unpack...
25 Heinä 25min
Johann Kerbrat: Inside Robinhood's Crypto Strategy (Full Explanation)
Johann Kerbrat breaks down Robinhood Chain's explosive first three weeks and explains the strategy behind bringing tokenized equities, DeFi, and stablecoin yield onchain. He also unpacks the Base vs. ...
24 Heinä 29min
WisdomTree Digital Assets BD: Tokenization Is The Biggest Shift In Finance Happening Today (Full Thesis)
Maredith Hannon breaks down why WisdomTree built its own end-to-end tokenization platform rather than relying on partners, and explains why she believes regulatory clarity from the GENIUS and CLARITY ...
22 Heinä 28min
Plume GC: CLARITY Act Deadline Is Fast Approaching (Full Update)
Salman Banaei breaks down the state of play in DC on the CLARITY Act, from the ethics fight holding up Democratic support to the DeFi and conflicts-of-interest provisions still being negotiated, and p...
21 Heinä 27min
Andre Cronje: The Biggest DeFi Boom Is Yet To Come (Entire Thesis)
Andre Cronje breaks down why he believes decentralization is dead as a design goal, and unpacks how Flying Tulip is rebuilding DeFi composability. He also explains the security-versus-UX tradeoffs beh...
18 Heinä 57min
Alex Shevchenko: NEAR & ZEC Are Set To Explode (Huge Catalysts Coming)
Alex Shevchenko breaks down Confidential Intents, NEAR's new privacy layer that brings bank-level confidentiality to every DeFi primitive, and explains why a dollar that becomes payroll onchain tends ...
15 Heinä 52min
Hyperdash Co-founder: Hyperliquid Bull Thesis for 2026 (Updated View)
Hanson Birringer breaks down why Hyperliquid is the purest way to express the bull case on perps, tokenization, and stablecoins all at once, and unpacks the mechanics behind the Grayscale ETF and Hype...
14 Heinä 30min
