Bankless11 Kesä 2025

ROUNDTABLE: Crypto's IPO Era | HYPE vs. SOL vs. PUMP | Jon & Bread

Crypto markets are buzzing and institutional appetite is peaking. With Circle’s IPO wildly oversubscribed and a new wave of companies racing to go public, we unpack what this means for the industry. Jon and Bread join us to break down the hype around crypto IPOs, why TradFi wants stablecoin exposure, and what it signals for projects like Solana, Ethereum, and Hyperliquid. We also debate value accrual, ETH vs BTC narratives, and whether apps or platforms will dominate the next phase of crypto. This is the IPO Era of crypto—let's dissect the winners and the delusions. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🌐SELF | PROVE YOUR SELF https://bankless.cc/Self 🟠BINANCE | THE WORLDS #1 CRYPTO EXCHANGE https://bankless.cc/binance ------ TIMESTAMPS & RESOURCES 0:00 Intro 0:32 Vibe Check https://x.com/intern/status/1932238240880222270 https://x.com/blknoiz06/status/1932072994731647435 10:13 Crypto’s IPO Era https://www.tradingview.com/chart/?symbol=NYSE%3ACRCL https://x.com/HadickM/status/1931323504525279522 18:11 Ethereum Valuation Debate https://x.com/DeeZe/status/1932475461348835800 29:29 Hype vs SOL vs PUMP https://www.tradingview.com/chart/?symbol=KUCOIN%3AHYPEUSDT 40:44 Hyperliquid vs Centralized Exchanges https://dune.com/uwusanauwu/perps 50:35 PumpFun’s Token Sale 58:16 Closing & Disclaimers ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠

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Jaksot(1270)

Will Crypto Peak in 2025 or 2026? Onchain Data Signals | Michael Nadeau’s DeFi Report #5

Crypto cycles have always topped on a four-year rhythm, but are we heading for a Q4 2025 peak or an extended run into 2026? Michael Nadeau from The DeFi Report joins Ryan to break down the onchain and...

26 Elo 202557min

We’re Still Early to The Institutional Crypto Cycle | Eric Peters, CIO Coinbase Asset Management

Eric Peters, CIO of Coinbase Asset Management joins Ryan to chart how crypto matured to today’s institutional market with deep liquidity, ETF rails, and stablecoin clarity. They unpack why Wall Stre...

25 Elo 20251h 52min

ROLLUP: Market Top? | $3B ETH ETFs | Saylor Minting Shares | Fed Turns Bullish

On this week’s Weekly Rollup Ryan and David ask if the cycle top is in and whether alt season is coming, debating if it is time to buy the dip or sell everything while reviewing 30 market signals. ETH...

21 Elo 20251h 2min

Who Really Controls the Dollar? | Jeff Snider

What if everything you thought about the dollar was wrong? Monetary historian Jeff Snider joins Bankless to deliver a radical thesis: the Federal Reserve doesn't control the U.S. dollar; a sprawling o...

20 Elo 20251h 16min

LIMITLESS: Aravind Srinivas: Perplexity CEO’s All-In Gamble to Take Down Google

Perplexity CEO Aravind Srinivas joins the show to explore how AI agents, personalization, and new browsing models could transform the internet experience. From replacing mundane workflows with pr...

19 Elo 20251h 9min

Why Passive Investors Lose | Contrarian Investor Michael Green

Contrarian strategist Michael Green lays out why “passive” isn’t passive at all—it’s a flow-driven algorithm, turbocharged by policy, that funnels capital into mega-caps, starves small caps, and raise...

18 Elo 20251h 34min

ROLLUP: BTC ATH & ETH Near ATH | Stripe & Circle L1s | Monero 51% Attack

On this week’s Weekly Rollup, ETH flirts with ATH while BTC tags a new one, PPI spooks then fades? Ryan and david dig into a $1B ETH ETF day, Tom Lee’s 1M ETH treasury, and the ETH/BTC setup. Also, St...

15 Elo 20251h 6min

Roman Storm Verdict: A Turning Point for DeFi | Jake Chervinsky & Amanda Tuminelli

Jake Chervinsky and Amanda Tuminelli join us to unpack the Roman Storm verdict—what it means for DeFi, why Section 1960 is a looming threat to open-source developers, and the strong grounds for appeal...

13 Elo 202556min