Bankless1 Syys 2025

From BlackRock to Ethereum: Betting It All on ETH | Joseph Chalom

What does BlackRock’s former crypto lead see in Ethereum that others still miss? Joseph Chalom joins Bankless to take us inside the IBIT/ETHA ramp, why BUIDL launched on Ethereum mainnet, and the simple—but powerful—framework he uses to value ETH as “high-octane money.” We break down staking inside ETFs, the tokenization roadmap from stablecoins to the S&P in your wallet, and the real mechanics of ETH treasury companies—mNAV premiums, ATMs, converts, and the transparency metrics that matter. Less hype, more architecture: if security, liquidity, and 24/7 settlement are the future, this is the bridge. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle 🎩DEGEN | JOIN THE COMMUNITY https://bankless.cc/degen --- TIMESTAMPS 0:00 Intro 3:53 Larry Fink’s arc: skeptic to champion 9:15 Joseph’s crypto journey 18:09 Aladdin × Coinbase Prime 20:55 Building IBIT 24:28 ETHA & ETH ETF staking approval 36:04 Tokenization roadmap & magnitude 44:48 SharpLink’s ETH bet 50:13 Ether as “high-octane money” 58:54 Beyond ‘buy and hold’ 1:03:11 ETH vs BTC treasuries 1:06:09 Radical transparency 1:10:31 mNAV, ATMs & buybacks 1:19:10 Where’s the price impact? 1:25:32 How many treasuries win? 1:29:25 Closing thoughts --- RESOURCES Joseph Chalom https://x.com/joechalom Sharplink https://www.sharplink.com/ --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

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5 Loka 43min

$VVV Community Call | September

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ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS

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2 Loka 59min

Is Variational the Next Hyperliquid? | CEO Lucas Schuermann and Justin Bram

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30 Syys 49min

Ben Cowen Says You Have Permission to be Bullish

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28 Syys 57min

ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

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25 Syys 1h

FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paire...

23 Syys 56min

How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already...

21 Syys 37min