Podcast cover
Bankless · Investment

Bankless

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

Episodes

Episode cover

ROLLUP: False Strength? | ETH Crisis | Altcoin ATHs | Satoshi’s Coins

29 May 2026
1h 3m
AI processed

The crypto market faces significant volatility as Bitcoin and Ethereum experience downward pressure, with major ETFs seeing substantial outflows and sentiment hitting multi-year lows. While the broader crypto market struggles, specific assets like HYPE, NEAR, and ZCash have reached all-time highs, highlighting a diverg...

Episode cover

NEAR’s AI Money Thesis: Intents, Privacy, and Tokenomics | Sal Ternullo

27 May 2026
50m
AI processed

NEAR Protocol is transitioning into a foundational AI infrastructure layer, positioning its native token as "AI money" to facilitate autonomous agentic commerce. By leveraging NEAR Intents and Ironclaw, the protocol enables seamless, private, and secure cross-chain transactions, solving major user experience issues tha...

Episode cover

Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince

25 May 2026
5h 3m
AI processed

The internet’s long-standing ad-based business model is failing as AI agents transition the web from a search-based system to an answer-based one. By "strip mining" content without driving traffic back to original sources, these agents undermine the revenue streams that sustain journalists and creators. Cloudflare CEO ...

Episode cover

ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

22 May 2026
1h 11m
AI processed

Rising inflation and bond yields signal a challenging macro environment, with the 10-year Treasury yield hitting 4.63% and oil prices pressuring global markets. While blue-chip assets remain stagnant, idiosyncratic tokens like HYPE, Zcash, and Venice are hitting all-time highs, driven by demand for privacy and pre-IPO ...

Episode cover

Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

21 May 2026
1h 18m
AI processed

Bitcoin is evolving from a store-of-value "digital gold" narrative into a foundational layer for "digital capital," enabling structured financial products that disrupt traditional credit and equity markets. Jeff Walton, Chief Risk Officer at Strive, explains that instruments like SATA provide yield by leveraging Bitcoi...

Episode cover

"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz

19 May 2026
1h 3m
AI processed

Zcash has emerged as a premier private store of value, transitioning from a neglected asset to a critical tool for individual financial sovereignty. Its value proposition centers on true fungibility and cryptographic privacy, offering a "Swiss vault" alternative to the increasingly transparent and surveilled on-chain f...

Episode cover

Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn

18 May 2026
51m
AI processed

The Clarity Act’s recent advancement through the Senate Banking Committee marks a pivotal shift in U.S. crypto policy, with bipartisan support raising the probability of it becoming law this year to 65-75%. Alex Thorn, Head of Research at Galaxy Digital, highlights that this legislation is foundational, potentially mir...

Episode cover

ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

15 May 2026
1h 5m
AI processed

Global equity markets continue to reach record highs, fueled by AI-driven demand and strong corporate earnings, even as inflation accelerates to 3.8% and wage growth stagnates. While geopolitical tensions persist, the market remains resilient, with NVIDIA and memory-related assets capturing significant capital. Legisla...

Episode cover

The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

14 May 2026
44m
AI processed

The secondary market for private equity, particularly for high-growth companies like Anthropic, operates as a complex, high-stakes "Wild West" where liquidity demands drive a proliferation of multi-layered SPVs. Because these firms remain private longer at gargantuan valuations, a dense network of brokers has emerged t...

Episode cover

Will AI Populism Decide the 2028 Election? | Jasmine Sun

13 May 2026
1h 22m
AI processed

AI populism is rapidly emerging as a potent political force, uniting disparate interest groups against the perceived elite project of artificial intelligence. Although currently ranking 29th in voter salience, the issue is the fastest-growing concern in the United States, increasingly tethered to anxieties regarding ec...

Episode cover

How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

12 May 2026
1h 5m
AI processed

The current AI boom and its potential status as a market bubble define the intersection of traditional finance and crypto assets. With crypto-NASDAQ correlation at record highs, the market faces a critical inflection point reminiscent of the 1999 dot-com era. While current Shiller PE ratios near 42 and high concentrati...

Episode cover

Why North Korea Is Winning Crypto Crime and How to Fight Back | Ari Redbord, TRM Labs

11 May 2026
1h 34m
AI processed

North Korea has professionalized cybercrime, generating an estimated $6 billion over five years to fund weapons proliferation and regime stability. These state-sponsored actors increasingly utilize sophisticated social engineering and proxies to infiltrate DeFi protocols, as evidenced by the $285 million Drift hack. Wh...

Episode cover

ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

08 May 2026
1h 0m
AI processed

Crypto markets are currently exhibiting unprecedented correlation with the NASDAQ, driven by AI-fueled corporate earnings and massive infrastructure capital expenditure. While Bitcoin and Ethereum maintain positive momentum, the broader economic landscape remains complex, marked by record-high federal debt-to-GDP ratio...

Episode cover

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

04 May 2026
1h 16m
AI processed

The documentary Finding Satoshi identifies Bitcoin’s creator as a collaborative effort between cryptographers Hal Finney and Len Sassaman. Moving beyond traditional linguistic analysis, the investigation relies on firsthand testimony from relatives and colleagues to reconstruct the origins of the Bitcoin white paper an...

Episode cover

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

01 May 2026
59m
AI processed

Geopolitical instability in the Middle East has pushed oil prices to wartime highs, creating significant inflationary pressure while the S&P 500 reaches record levels driven by the AI sector. The Federal Reserve remains deeply divided, signaling potential shifts in monetary policy as Jerome Powell concludes his term. M...

Episode cover

MegaETH Token Launch with Co-Founders Shuyao and Lei

30 Apr 2026
1h 14m
AI processed

MegaETH marks its token generation event by prioritizing protocol-native infrastructure over traditional, speculative token models. By implementing strict, performance-based KPIs, the project ensures that ecosystem applications—such as the fully on-chain exchange World Markets—are functional and novel before launch. Th...

Episode cover

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

29 Apr 2026
2h 9m
AI processed

The global oil market faces a critical supply shock due to the closure of the Strait of Hormuz, a vital maritime artery for 20% of daily global oil production. Independent oil analyst Rory Johnston explains that the market is currently in a state of extreme backwardation, signaling a severe near-term deficit that force...

Episode cover

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

27 Apr 2026
1h 59m
AI processed

Artificial intelligence acts as a transformative deflationary force that systematically erodes corporate moats, necessitating a shift toward a "scarcity portfolio." Bitcoin emerges as the primary store of value in this new regime, serving as an inevitable hedge against fiat system instability and the labor-displacing e...

Episode cover

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

24 Apr 2026
1h 30m
AI processed

The weekly market update centers on the $300 million KelpDAO exploit, a sophisticated nation-state attack that underscores systemic vulnerabilities in DeFi bridge architecture and the necessity for robust risk management, such as circuit breakers. The subsequent $70 million fund recovery by the Arbitrum Security Counci...

Episode cover

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

23 Apr 2026
1h 13m
AI processed

The recent DeFi exploit involving KelpDAO, LayerZero, and Aave highlights the systemic risks inherent in composable financial protocols. Attackers leveraged a compromised LayerZero validator to mint $280 million in unbacked RS ETH, which was subsequently used to drain liquidity from Aave. This event underscores the lim...

Page 4

Follow this podcast in Podwise

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

Open in Podwise