Where Do We Go From Here? | Michael Nadeau
Michael Nadeau went risk-off in October and has been targeting Bitcoin's fair value near $65K. In this episode, he joins Ryan to unpack what changed after BTC broke below $80K, why he does not think t...
3 Feb 59min
Capitalism’s Endgame: The Last Companies That Will Ever Exist
Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing. We break down the four “Infinity Gauntlet” pillars...
2 Feb 1h 29min
ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold
Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown...
30 Jan 1h 4min
The Most Underrated Chain: Celo’s Surprising Traction Around the World | Marek Olszewski
Celo is quietly powering real-world payments at global scale. In this episode, David and Ryan sit down with Marek Olszewski, CEO of cLabs, to unpack how Celo became a fast, low-cost payments layer use...
29 Jan 1h 12min
Iran Unchained: How the Islamic Republic Holds Power and Why Protests Keep Returning | Sana Ebrahimi & Ameen Soleimani
Iran is a real-world stress test of freedom: the Islamic Republic is built to outlast dissent. In this special Iran Unchained episode, David talks with Sana Ebrahimi and Amin Soleimani about the regim...
27 Jan 1h 34min
Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' | Zooko Wilcox-O'Hearn
Zcash founder Zooko Wilcox joins Bankless to argue that privacy is back on the critical path—because AI turns chain surveillance into pattern-recognition at scale—and that the real bottleneck for cyph...
26 Jan 1h 34min
ROLLUP: Trump Eyes Greenland | Davos Goes Crypto | NYSE Goes Onchain | Quantum Spooks Bitcoin | Farcaster + Lens Acquired
Markets slide this week as Trump floats taking Greenland and tariff threats resurface, pushing investors toward gold. Ryan and David break down what Davos revealed about a shifting world order, why cr...
23 Jan 1h 2min
The Duopolies of 2026: Ethereum & Solana, Coinbase & Robinhood, Polymarket & Kalshi | Ryan, David & Arnav Pagidyala
Crypto in 2026 is consolidating into a handful of high-stakes rivalries: Ethereum vs. Solana for the center of gravity, Coinbase vs. Robinhood for the finance super-app, and Polymarket vs. Kalshi...
19 Jan 1h 2min
