Mike Novogratz: Bitcoin’s Escape Velocity, Bond Market Crisis, Crypto x AI, & the Genius Act
Mike Novogratz returns to Bankless to unpack Bitcoin’s surge to new all-time highs and what it means in a world grappling with fiscal uncertainty. We dive into the unfolding bond market crisis, why t...
2 Juni 202558min
ROLLUP: JD Vance Bitcoin 2025 | $425M ETH MicroStrategy | Tariffs Blocked | Stablecoin Summer
This week, Ryan and David break down the political storm brewing around crypto. From JD Vance’s fiery speech at Bitcoin 2025 to the Trump meme coin dinner that triggered bipartisan backlash. They dive...
30 Maj 202551min
LIMITLESS - The Intelligence Curse: AI Makes Us All Obsolete | Luke Drago & Rudolf
Welcome to Limitless. Today we’re joined by Luke Drago and Rudolf, authors of the powerful essay series "The Intelligence Curse." Together, we explore a future where artificial general intelligence (...
28 Maj 20251h 35min
Are We Headed for an Altseason Melt-up? | Michael Nadeau’s Defi Report #1
Is altseason finally here or just getting started? Michael Nadeau of the DeFi Report joins Ryan to break down the data behind a potential crypto rotation. We cover why ETH and select alts may be pois...
27 Maj 20251h 5min
Introducing RSOV: A Better L1 Valuation Metric than REV | Jonah Weinstein
How should we value L1 tokens in crypto? Today’s guest, Jonah Weinstein of Skycatcher, introduces RSOV—“Realized Store of Value”—a new metric designed to fundamentally rethink how we evaluate Layer 1...
26 Maj 20251h 38min
ROLLUP: Bitcoin Hits NEW ATH | Stablecoin Bill Advances | ETH’s ZK Miracle | Solana’s New Chain? | T
This week, Ryan and David unpack Bitcoin’s explosive run to $111K and the macro chaos driving it—specifically, the U.S. Treasury’s failed bond auction and what it signals for the dollar. They break do...
23 Maj 20251h 6min
ROUNDTABLE: The REV Debate - Real Metric or Fake News? Jon, Bread, & Andy8052
In this episode of the Bankless Podcast, hosts discuss Real Economic Value (REV). Triggered by Jon's exploration of how ETH and SOL prices correlate with REV, the team delves into REV's role as a valu...
21 Maj 202559min
Arthur Hayes: Money Printing & The Crypto Bet
Arthur Hayes returns to Bankless for a wide-ranging macro and crypto conversation. We cover why ETH ripped, why the Trump administration might walk away from US treasuries as the global reserve asset...
19 Maj 20251h 34min
