ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout
Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how De...
1 Mai 59min
$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis
Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being dr...
29 Apr 2h 9min
Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats
Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital t...
27 Apr 1h 59min
ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH
Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s cont...
24 Apr 1h 30min
The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus
A $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems. Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the d...
23 Apr 1h 13min
Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman
Ethereum may be one of the most underappreciated assets. In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-val...
21 Apr 1h 24min
Can AI Agents Build Real Businesses? | Kelly Claude creator Austen Allred
Austen Allred joins Bankless to unpack Kelly Claude, the AI agent he has given an LLC, bank accounts, a token, and even a human employee. They explore how Kelly finds software opportunities, ships app...
20 Apr 1h 14min
