ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy
Crypto speculation is back, but is this really a new bull phase? Ryan and David unpack the altcoin surge, Treasury’s escalating bond-market fight, Robinhood’s tokenized stock boom, and the OpenAI cont...
11 Syys 1h 4min
The New Economics of Crypto Tokens | Austin Barack
What if the most interesting crypto investments of the next cycle aren’t new blockchains at all? RockawayX Liquid founder Austin Barack joins David to explain why his attention has shifted toward a sm...
7 Syys 1h 6min
ROLLUP: Robinhood’s Meme Economy | Solana Cuts Issuance | Saylor’s Comeback | AI Alarm
Robinhood Chain is exploding as memecoins collide with tokenized stocks and Haseeb thinks the whole thing may end badly. Ryan and Haseeb unpack the new casino economy, Saylor’s Bitcoin comeback, Solan...
4 Syys 1h 6min
FWA and the New Market Structure for NFTs | Adam (Rhynotic) and Eric Conner
What if the answer to NFT liquidity looked more like opening a Pokémon pack than trading on a traditional marketplace? FWA creator Adam “Rhynotic” joins David Hoffman and Eric Conner to unpack Fake Wo...
3 Syys 55min
"We Want to Be Bigger Than the CME" | Kalshi's John Wang
Kalshi’s ambition extends far beyond winning prediction markets. It wants to become the largest exchange on Earth. John Wang joins David to explain Kalshi’s regulated crypto-perps push, upcoming gold ...
1 Syys 1h 7min
Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi
Robotics hype is everywhere, but are humanoids actually the main event? Lux Capital partner Shahin Farshchi joins David to explain why the bigger opportunity may be AI-powered automation hiding inside...
31 Elo 54min
ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch
Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. Ryan and Haseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stoc...
28 Elo 1h 6min
Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren
Wall Street wants to come onchain, but public-by-default finance creates a problem institutions cannot ignore. ETH Systems co-founders Mo Jalil and Oskar Thoren join David to explain why privacy may b...
27 Elo 51min
