$ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas

Memecoins were supposed to be a dead end, but Mike Dudas believes their deeper idea is only beginning to spread. The 6MV investor joins David to unpack Bonk’s role in reviving Solana, Ansem’s latest experiment, Robinhood’s push into the trenches, and how games, collectibles, prediction markets, and compute could power consumer crypto’s next chapter. Mike also answers the $1 million ETH versus SOL question, lays out Ethereum’s best strategic response, and explains why crypto’s slower progress may be setting up a more durable cycle. Subscribe for more conversations from the frontier of crypto. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-pod 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey ✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN https://bankless.cc/coinbase-one-card 📊BITGET | TOKENIZED STOCKS 2.0 https://bankless.cc/bitget-stocks 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless --- TIMESTAMPS 0:00 Bonk at Solana’s Bottom 7:07 What Gives Memecoins Value? 13:45 The Ansem Experiment 20:53 Are Memecoins Built to Die? 26:19 Culture Goes Onchain 29:45 Robinhood, Base, and the Trenches 32:59 Better Assets, Better Cycles 36:20 What 6MV Is Betting On 38:21 The Consumer Crypto Comeback 43:37 Compute Becomes a Market 47:57 Crypto’s AI Diaspora 50:53 SOL Versus ETH 57:02 Cycles, Equity, and Tokens 1:01:34 Why Crypto Takes Longer --- RESOURCES Mike Dudas https://x.com/mdudas --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures