Crypto's Value Capture Problem & Why Robinhood Built Its Own Blockchain
AI and distribution moats are forcing investors to separate real business transformation from crypto’s unresolved value-capture problem. This week, Jason and Santi discuss what months of researchin...
10 Jul 1h 13min
What’s Circle’s End Game, Robinhood Launches A Chain & Venice Raises $65M
This week, we’re back with another weekly roundup to discuss the announcement of OUSD and what it means for the future of Circle. We then deep dive into Robinhood’s recent product launches, Venice’s $...
3 Jul 1h 17min
Can You Really Buy A House Without Selling Your Crypto? | Vishal Garg
This week, Vishal Garg joins the show to discuss how crypto and AI are reshaping the mortgage market. We deep dive into Better’s business model, why the mortgage market is so inefficient today, how to...
29 Jun 48min
State of The Market, The Prediction Market Wars & Kraken Pursues Aave
This week, we’re back with another weekly roundup to discuss the current state of markets as worries around Strategy drag crypto lower. We then deep dive into the competition in prediction markets, th...
27 Jun 53min
Optimism Co-Founders: What Happened to the L2s? Ben Jones & Karl Floersch
This week, Ben Jones and Karl Floersch join the show to discuss what happened to the L2s. We take a deep dive into Optimism's new strategy for 2026, the current state of Ethereum, why companies need t...
22 Jun 1h 9min
Anthropic's Fable Banned, Will Microstrategy Blow Up & Structuring A Portfolio in 2026
This week, we’re back with another weekly roundup to discuss why the US government placed export controls on Anthropic's Fable model. We then deep dive into open vs close sourced models, will Microstr...
19 Jun 1h 10min
The Bull Case For Hyperliquid | Ryan Watkins
This week, Ryan Watkins join the show to discuss the current state of crypto and where he sees the most opportunity in 2026. We deep dive into running a crypto fund in 2026, do four year cycles still ...
15 Jun 1h 8min
Blockworks Acquires Messari
In this special episode, Blockworks announces its acquisition of Messari and unpacks what it means for crypto’s next phase. Michael and Jason explore why Messari’s breadth of data, APIs, and research ...
12 Jun 28min
