The Stablecoin Chain Wars: Codex’s Bet on On-Chain FX | Cofounder Haonan Li
Payment chains are heating up. Not every “stablecoin chain” is playing the same game. Codex cofounder and CEO Haonan Li joins David to map the real landscape: what neutrality looks like in practice, w...
6 Nov 202558min
x402: The Key to Internet Money, Micropayments & The AI Agent Economy | Sam Ragsdale
Micropayments were always meant to be part of the internet, but the technology never existed to make them work. Until now. David sits down with Sam Ragsdale, CEO of Merit Systems, to unpack x402, a ...
5 Nov 202557min
Land: The $180 Trillion Asset That Runs the World | Mike Bird, The Economist
Land isn’t just dirt under buildings—it’s the world’s oldest, strangest asset, worth an estimated $180T, quietly steering credit cycles, politics, and who gets to build the future. Economist editor an...
4 Nov 20251h 36min
“The Debasement Trade” - Luke Gromen on Gold, Bitcoin & The 100 Year Reset
Luke Gromen makes the case that “debasement” isn’t a trade, it’s the new regime. We unpack why assets look strong in dollars yet stagnate in gold/Bitcoin terms, the global reserves shift back toward...
3 Nov 20251h 29min
ROLLUP: Markets Spooked? | MegaETH & Monad Mania | New CFTC Chair | Base & Polymarket Tokens? | Circle Arc Backlash
Markets got the treat they were waiting for with a Fed rate cut and pause on quantitative tightening, but prices still fell. Why? This week, Ryan and David break down why the markets got spooked, what...
31 Okt 20251h 10min
How Crypto Neobanks Work: Frax, Cards, and Visa’s Role | Sam Kazemian
Neobanks might be the quiet coordination hack that makes Visa optional. David sits down with Frax’s Sam Kazemian to map the new payment stack: why cards today settle over Visa yet still onboard users ...
28 Okt 202554min
Why Pro Athletes Are Betting on Bitcoin, Crypto & Prediction Markets | Tristan Thompson & Paul Grewal
NBA Star Tristan Thompson and Coinbase CLO Paul Grewal break down why pro athletes are moving into Bitcoin, crypto, and onchain prediction markets. We cover stablecoin rewards after the Genius Act...
27 Okt 20251h
ROLLUP: Downtober Drags | Tempo Poaches Dankrad | Coinbase Buys Echo | Gold Surge! | Fed Access
Downtober drags on… but not all is bearish. On this week’s Weekly Rollup, Ryan and David break down why sentiment feels cold despite strong BTC, and the three ways this cycle could play out. Plus, gol...
24 Okt 20251h 9min
