ROLLUP: Saylor Risk? | Warsh’s New Fed | SpaceX IPO | Coinbase’s Everything Exchange
Bankless19 Jun

ROLLUP: Saylor Risk? | Warsh’s New Fed | SpaceX IPO | Coinbase’s Everything Exchange

Equities are rallying, but Bitcoin is breaking down. David and Tom unpack Saylor’s STRC stress, Warsh’s first FOMC, SpaceX’s mega-IPO, Jito’s breakout, Coinbase’s Everything Exchange, and why perps may be crypto’s next real growth engine. --- 📣OKX | THE NEW MONEY APP https://app.okx.com/en-us/join/usbankless --- BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDE https://app.okx.com/join/USBANKLESS 🦊 METAMASK | DOWNLOAD NOW https://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELD https://bankless.cc/brix 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS & RESOURCES 0:00 Intro 3:07 Equities Up, Crypto Down: STRC Stress https://x.com/PeterSchiff/status/2067629492214829114 https://x.com/zackvoell/status/2067628541257429213 https://x.com/R89Capital/status/2067608064627491009 https://x.com/jdorman81/status/2067616073479078386 11:21 First FOMC with Kevin Warsh https://www.businessinsider.com/kevin-warsh-first-fomc-fed-meeting-interest-rates-2026-6 16:35 SpaceX Becomes One of the World’s Most Valuable Companies 25:43 Mover of the Month: JTO 31:01 Coinbase System Update https://www.coinbase.com/blog/system-update-take-control-of-your-money-with-coinbase https://x.com/oost_marcel/status/2067268725883981841 https://x.com/coinbase/status/2066890566667796530 https://www.theblock.co/post/405012/coinbase-unveils-system-update-unlocking-an-ai-advisor-global-unified-liquidity-options-trading-and-more 37:42 Anchorage Brings Hyperliquid to Institutions https://x.com/nathanmccauley/status/2066906951464947966 46:23 Blockworks Acquires Messari https://x.com/blockworks/status/2065468327120576863 50:40 UK Moves to Ban Social Media for Children https://x.com/keir_starmer/status/2066458640010158571 57:50 Polymarket World Cup Trade https://polymarket.com/sports/world-cup/bracket https://polymarket.com/event/world-cup-winner 59:50 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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Episoder(1320)

The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze

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

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

$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

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

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

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

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

From Harvard at 18 to Building Crypto's Fastest Exchange | Vlad, Lighter

From Harvard at 18 to Building Crypto's Fastest Exchange | Vlad, Lighter

What does it take to build an exchange that refuses to choose between speed, cost, security, verifiability and composability? Lighter founder Vlad Novakovski joins David to trace his path from interna...

27 Jul 1h 5min

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