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...
2 Jun 50min
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. =======================================================...
2 Jun 35min
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 ...
1 Jun 1h
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. ==================...
28 Mai 49min
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...
28 Mai 49min
The Chopping Block: Ethereum's Identity Crisis, Apostates Speak Out, and Is ETH the Microsoft of Crypto?
Ethereum's midlife crisis hits the podcast as ex-Bankless and ConsenSys insiders unpack ETH's talent exodus, identity spiral, "Microsoft" future, EF shake-ups, and the Solana contender play-all with s...
28 Mai 1h 5min
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. ==================================...
27 Mai 1h 22min
Why Fintechs May Finally Beat Banks at Their Own Game: DEX in the City
Banks are about to lose two of their biggest advantages: custody and payments. A new White House EO opening Fed master accounts to fintechs could be the catalyst. Thanks to our sponsor! Coinbase...
26 Mai 51min
