ROLLUP: Bitcoin’s Confidence Game | Bitmine’s ETH Bet | Token Rotation | U.S. Perps
Bitcoin is bleeding, STRC is off peg, and Saylor’s “never sell” machine is facing its first real confidence test. David and Haseeb unpack whether Strategy can survive without selling BTC, why Bitmine’...
5 Jun 58min
Capitol Hill War Stories from a DC Lobbyist Who’s Seen It All (SBF, Gensler, Elizabeth Warren)
Crypto policy in Washington has gone from punchline to power center. David sits down with Ron Hammond, Head of Policy and Advocacy at Wintermute, for a rare inside look at how crypto actually moves th...
4 Jun 58min
"ZODL is to Zcash What Coinbase Was to Bitcoin" | Josh Swihart on ZEC’s Awakening
What happens when every payment, wallet, and onchain interaction becomes searchable by governments, companies, adversaries, and AI? Josh Swihart, founder and CEO of Zcash Open Development Lab, joins D...
1 Jun 56min
ROLLUP: False Strength? | ETH Crisis | Altcoin ATHs | Satoshi’s Coins
Crypto is splitting in two: Bitcoin and ETH look weak, while HYPE, ZEC, NEAR, and VVV keep breaking out. Ryan and David unpack the strange market divergence, Ethereum’s crisis of faith, and whether th...
29 Mai 1h 3min
NEAR’s AI Money Thesis: Intents, Privacy, and Tokenomics | Sal Ternullo
NEAR keeps showing up in strange places: cross-chain wallets, privacy apps, AI infrastructure, and now the emerging agent economy. Sal Ternullo, CEO of SVRN, joins us to explain why he thinks this is ...
27 Mai 50min
Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince
The internet is about to be flooded by machines, and Matthew Prince thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could o...
25 Mai 1h 32min
ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears
Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and wh...
22 Mai 1h 11min
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton
Bitcoin may be outgrowing the “digital gold” narrative. David sits down with Strive Chief Risk Officer Jeff Walton to unpack how Bitcoin-backed credit products like SATA and Strategy’s STRETCH could t...
21 Mai 1h 18min
