ROLLUP: Extreme Fear | Tariff Whiplash | Citrini AI Crash | Jane Street vs Terra | Pentagon vs Anthropic
February ends with peak FUD. Ryan and David unpack why crypto is stuck in historic “Extreme Fear” even without a major blowup, and why markets feel like they’ve entered an uncertainty bubble. They bre...
27 Feb 1h 3min
Zero Crypto at Home: Bankless in the Age of Wrench Attacks and Phishing | Jameson Lopp and Beau
Crypto’s newest threat isn’t a smart contract exploit, it’s a knock at your door. In this episode, Ryan sits down with Jameson Lopp (Casa) and Beau (former CIA, now safety at Pudgy Penguins) to map th...
25 Feb 1h 42min
Ethereum's Last Big Upgrade: The zkEVM | Ansgar Dietrichs
Ethereum’s next big leap might not look like a single “flip the switch” moment—but it could change how the chain verifies everything. In this episode, Ansgar Dietrichs comes back to unpack the ZK EVM:...
23 Feb 1h 20min
ROLLUP: Prediction Market War | Base Leaves Optimism | Tomasz Exits EF | Clarity Act Lives | Harvard Buys ETH
A legal war over prediction markets just went public. Ryan and David break down the CFTC’s claim of exclusive authority, the backlash from state officials and lawmakers, and why this fight is really a...
20 Feb 1h 9min
Lyn Alden: How to Survive The Gradual Print Era — Fed Chair Warsh, Gold & Bitcoin
Lyn Alden joins us to make sense of the “everything, everywhere, all at once” macro moment. A fourth-turning-style unwind of the long-term debt cycle, rising fiscal dominance, and a rare, headline-le...
16 Feb 1h 38min
ROLLUP: Crypto Pain Market | Coinbase Super Bowl Rug Pull | IBIT Liquidation Cascade | Prediction Markets Explode | BlackRock x Uniswap
Crypto feels cooked in 2026, and the Super Bowl proves it. Ryan and David unpack Coinbase’s Backstreet Boys rug pull ad and what it reveals about crypto’s collapsed public narrative. Then they dig int...
13 Feb 1h 6min
What’s the Story? AI Stocks, Crypto Downturn, Metals Selloff, SaaSpocalypse | Jim Bianco
Last week felt like four different crashes happening at the same time: AI software stocks melting down, crypto capitulating, gold and silver whipping around, and markets suddenly panicking about AI Ca...
12 Feb 1h 15min
Robinhood Chain Takes on NYSE/Nasdaq | Robinhood Crypto GM Johann Kerbrat
Robinhood isn’t just adding another crypto feature—it’s assembling a new exchange stack: stock tokens, an Ethereum L2 built for real-world assets, and a wallet that can plug into DeFi. Johann Kerbrat ...
11 Feb 44min
