Why Mike Dudas Has Zero Exposure to ETH, but Is Bullish on Hyperliquid
Mike Dudas holds zero ETH and sees Hyperliquid as crypto's Tether moment. He also has a clear framework for what makes a token worth buying. ======================================================== ...
5 Jun 36min
Why MSTR Should Have Sold $2 Billion Instead of $2 Million of Bitcoin
Jeff Dorman on why Strategy's four stakeholder classes are all losing, and why Saylor should have sold $2B of Bitcoin at once instead of $2.5M. =======================================================...
5 Jun 35min
The Chopping Block: Ethereum's Inflection Point w/ Joe Lubin on DATs, CROPS, AI-Driven Exploits, Quantum Threats, and CFTC's Perps
Joe Lubin makes the bull case for Ethereum amid a sea of bearishness. The panel dissects Saylor selling Bitcoin for the first time in four years, the meaning behind 9 senior EF departures, Justin Drak...
4 Jun 1h 2min
CFTC Approves True Perps and Agentic Finance Gets Real: DEX in the City
The CFTC reclassified perps as futures. Katherine and Jessi parse what the ruling actually permits and what it means for Hyperliquid. Plus: if your AI agent gets scammed, who pays? Thanks to our sp...
3 Jun 50min
Bits + Bips: How the Dimon vs. Armstrong Clash Reveals Crypto at Peak Political Power
Strategy sold BTC. Can its preferred dividend stack survive without Bitcoin growing at least 11.5% year? Plus, they cover Jamie Dimon calling Brian Armstrong “full of shit.” --- Heads up! If you ...
3 Jun 1h
Bitcoin Stalls, Stocks Soar: The Disconnect That Defines This Cycle
Steve Sosnick on the ratchet effect in equities, the AI bandwidth parallel, Kevin Warsh’s impossible first week, and why crypto is the unsexy trade right now. --- Thank you to our sponsor! Coinbase...
31 Mai 49min
Is 'All of DeFi Unsafe'? What You Need to Know About Holding Assets Onchain
A co-founder of OpenZeppelin said he’s urging friends to exit blue chip DeFi. Isaac Patka and Mike Silagadze explain what he got right, what he got wrong, and what needs to change. ==================...
29 Mai 49min
Uneasy Money: Illia Polosukhin on Why Onchain Commerce Needs Confidentiality
Illia Polosukhin, founder of NEAR and co-author of 'Attention Is All You Need,' on why confidentiality will let crypto become daily commerce — plus, some Near lore. ==================================...
29 Mai 1h 22min
