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 Aug 52min
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 Aug 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 Aug 1h 6min
$ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas
Memecoins were supposed to be a dead end, but Mike Dudas believes their deeper idea is only beginning to spread. The 6MV investor joins David to unpack Bonk’s role in reviving Solana, Ansem’s latest e...
5 Aug 1h 5min
The Next Bull Market is Here, and Obvious | Spencer and Aleks, Blockchain Capital
Crypto prices are weak, OG sentiment is exhausted, and institutions are leaning in. Blockchain Capital GPs Aleks Larsen and Spencer Bogart join David Hoffman to explain why this disconnect may be the ...
3 Aug 1h 11min
ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates
Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, ...
31 Jul 54min
What's Next for Vaults? | Steakhouse Co-Founder, Adrian Cachinero
Vaults could become the financial rails that bring trillions onchain, but only if they solve risk, regulation and investor protection. Steakhouse co-founder Adrian Cachinero joins David to explain how...
30 Jul 1h 4min
Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot
Every lending protocol in DeFi quietly decides your interest rate for you. Paul Frambot thinks that was always a workaround and Morpho Midnight is his argument for what replaces it. Fixed-rate lending...
29 Jul 1h 2min
