Podcast cover
Bankless · Investment

Bankless

The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

Episodes

Episode cover

ROLLUP: War Returns, Markets Shrug | Saylor Sells | Robinhood Memecoins | Ethereum 3.0?

10 Jul 2026
1h 4m
AI processed

Ethereum celebrates its 11th anniversary as the network shifts toward a new roadmap, the "Straw Map," which prioritizes fast finality, increased blob capacity, and formal verification to move toward a more consolidated client structure. Geopolitical tensions between the United States and Iran have escalated, yet financ...

Episode cover

How Hyperliquid Becomes the Backend for ALL of Finance | Tushar Jain

07 Jul 2026
54m
AI processed

Hyperliquid represents a shift toward a decentralized "Everything Exchange," leveraging portfolio margining to enable cross-asset collateralization across crypto, commodities, and event contracts. Unlike competitors relying on incentivized volume, Hyperliquid demonstrates organic traction through genuine liquidation da...

Episode cover

The Rise of Robinhood Chain: Tokenized Stocks, Perps, and 27M Users | Johann Kerbrat

06 Jul 2026
32m
AI processed

Robinhood is reshaping financial accessibility by launching the Robinhood Chain, an Arbitrum Orbit-based infrastructure designed to bridge traditional equities with blockchain technology. This initiative enables the issuance of one-to-one backed tokenized stocks, permissionless transfers, and decentralized perpetual tr...

Episode cover

ROLLUP: Crypto Bullish Again? | OpenUSD vs USDC | Robinhood Chain | Trump’s $1.4B Haul

03 Jul 2026
1h 4m
AI processed

The crypto market is undergoing significant institutional transformation, marked by the launch of the OpenUSD stablecoin consortium, which includes major financial entities like Visa, Stripe, and BlackRock. Robinhood has entered this space by launching the Robinhood Chain and tokenized stocks, aiming to facilitate 24/7...

Episode cover

How Ondo Is Bringing Stocks and Perps Onchain | Ian De Bode

02 Jul 2026
48m
AI processed

Tokenized real-world assets bridge the gap between traditional finance and decentralized markets, enabling 24/7 access to equities like SpaceX. Ondo’s model achieves this by tapping directly into traditional market liquidity, ensuring efficient execution that outperforms standard decentralized exchange pools. By introd...

Episode cover

Strategy is Trapped & in Crisis — "It's Basically a Hedge Fund Now" | Jeff Dorman & Matt Walsh

01 Jul 2026
53m
AI processed

MicroStrategy faces a complex capital structure crisis as it attempts to balance the competing interests of common equity holders, preferred noteholders, and its massive Bitcoin treasury. The company’s recent "digital credit capital framework" signals a shift toward operating as an actively managed hedge fund, utilizin...

Episode cover

Ethlabs: The New Org to Make Ethereum Win | Ansgar & Caspar

29 Jun 2026
58m
AI processed

Ethlabs, a new non-profit research and development lab, aims to accelerate Ethereum’s adoption and solidify its role as the central hub for global internet finance. By focusing on scaling, interoperability, and practical application, the organization seeks to complement the Ethereum Foundation’s mission of maintaining ...

Episode cover

ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

26 Jun 2026
1h 4m
AI processed

Bitcoin’s recent price decline below $60,000 has placed significant pressure on Michael Saylor’s MicroStrategy, forcing a precarious balancing act between maintaining Bitcoin holdings, managing preferred share dividend obligations, and avoiding equity dilution. Simultaneously, the Ethereum ecosystem is undergoing a maj...

Episode cover

AI, Surveillance, and the Fight for Digital Sovereignty | Near's Illia Polosukhin

23 Jun 2026
57m
AI processed

Government export controls on advanced AI models, such as the recent restriction on Anthropic’s Fable, signal a shift toward the balkanization of the internet and the potential nationalization of AI labs. These measures force users into KYC-compliant, centralized systems, creating significant privacy risks and threaten...

Episode cover

"The Fed Can't Print Moore's Law" - How the AI Crash Sends Bitcoin to $1M | Arthur Hayes

22 Jun 2026
58m
AI processed

The AI sector faces a looming bubble driven by massive capital misallocation, where companies amortize GPU infrastructure over five to six years despite rapid two-year technological obsolescence. This infrastructure build-out, often supported by circular revenue deals, remains vulnerable to rising energy costs and pote...

Episode cover

ROLLUP: Saylor Risk? | Warsh’s New Fed | SpaceX IPO | Coinbase’s Everything Exchange

19 Jun 2026
1h 0m
AI processed

Market volatility persists as Michael Saylor’s "Stretch" product trades at a significant discount to par, fueling concerns over its sustainability and potential drag on Bitcoin. The Federal Reserve, under new chair Kevin Warsh, has initiated a regime change by abandoning forward guidance in favor of "constructive ambig...

Episode cover

How Re is Rebuilding the $1T Reinsurance Market with Stablecoins | Karn Saroya & Avichal Garg

18 Jun 2026
58m
AI processed

RE functions as an on-chain reinsurer that bridges the trillion-dollar reinsurance market with decentralized finance by utilizing stablecoins as a transparent capital layer. By replacing traditional, opaque capital structures with smart contracts, the platform achieves superior operational efficiency and lower costs, e...

Episode cover

Why The Pokémon Card Market Is Blowing Up | Andy8052

17 Jun 2026
46m
AI processed

The current surge in the trading card market, particularly for Pokémon and One Piece, mirrors the speculative dynamics of the NFT boom, driven by deep-seated nostalgia and the professionalization of alternative assets. Digital "gacha" platforms, which allow users to open virtual packs and redeem physical cards, have be...

Episode cover

Perps Are Coming Onshore | CFTC Chairman Mike Selig

15 Jun 2026
35m
AI processed

The U.S. financial landscape is shifting as the Commodity Futures Trading Commission (CFTC) transitions from a strategy of regulation by enforcement to one that actively integrates perpetual futures into regulated domestic markets. CFTC Chairman Mike Selig highlights the necessity of bringing offshore crypto-derivative...

Episode cover

ROLLUP: One More Dip? | Saylor Sold | IPO Season | Ethereum vs ETH

12 Jun 2026
1h 8m
AI processed

The crypto market faces significant volatility, with Bitcoin dropping toward its 200-week moving average and Ethereum struggling to maintain momentum despite institutional interest. While Bitcoin remains a primary store of value, Ethereum’s utility increasingly shifts toward serving as a high-performance ledger for ins...

Episode cover

Is $LIT Cheap? | Will Price and Flip

09 Jun 2026
1h 0m
AI processed

Lighter, a ZK Layer 2 on Ethereum, differentiates itself from dominant perp exchanges like Hyperliquid through a zero-fee model for takers, which incentivizes retail flow and attracts market makers. This structure, supported by a high-performance engineering team, allows for lower latency and improved execution quality...

Episode cover

Venice is Here to Win: How a Private AI Company Plans to Take On OpenAI and Anthropic

08 Jun 2026
58m
AI processed

Venice positions itself as a mass-market consumer AI platform that integrates privacy and unrestricted access as foundational pillars. By aggregating diverse models into a single, intuitive interface, the platform eliminates the cognitive load associated with choosing between hundreds of AI tools. The company leverages...

Episode cover

ROLLUP: Bitcoin’s Confidence Game | Bitmine’s ETH Bet | Token Rotation | U.S. Perps

05 Jun 2026
58m
AI processed

The crypto market faces a critical confidence test as major entities like MicroStrategy and Bitmine navigate volatility and structural leverage. MicroStrategy’s recent small Bitcoin sale triggered a sharp market reaction, reinforcing the narrative that selling Bitcoin threatens the firm's core value proposition. Meanwh...

Episode cover

Capitol Hill War Stories from a DC Lobbyist Who’s Seen It All (SBF, Gensler, Elizabeth Warren)

04 Jun 2026
58m
AI processed

Crypto policy in Washington D.C. has evolved from a fringe, counterculture endeavor into a sophisticated, bipartisan lobbying force capable of challenging entrenched financial incumbents. The industry’s maturation followed the collapse of FTX and SBF’s influence, which forced a shift away from performative altruism tow...

Episode cover

"ZODL is to Zcash What Coinbase Was to Bitcoin" | Josh Swihart on ZEC’s Awakening

01 Jun 2026
56m
AI processed

Privacy is an existential necessity for maintaining individual agency and censorship resistance in an increasingly digitized society. Without private money on the web, the internet risks descending into a surveillance-driven dystopia. Zcash addresses this by utilizing zero-knowledge cryptography to provide a shielded t...

Page 3

Follow this podcast in Podwise

Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.

Open in Podwise