"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 Sep 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 Aug 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 Aug 1h 5min
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 Aug 51min
Coinbase Launches Tokenized Stocks on Base | Jesse Pollak
The stock market is coming onchain. Jesse Pollak joins David to unpack Coinbase Tokenized Stocks, a new push to bring one-to-one equities onto Base with 24/7 trading, dividends, governance rights and ...
25 Aug 51min
What's Next for Bitmine after 5% of ETH? | Chairman Tom Lee
BitMine is within reach of owning 5% of ETH after more than 60 consecutive weeks of purchases, and Tom Lee believes the larger Ethereum trade may only be beginning. He joins David to explain how BitMi...
24 Aug 1h 7min
ROLLUP: Is the Bull Market Back? | Treasury QE | Trump Pumps Crypto | SEC Token Rules
Crypto just had one of its biggest breakout days in years. Ryan and David unpack the Treasury’s QE-like move, the White House and SEC’s crypto push, ETH’s violent rebound, and whether this rally final...
21 Aug 1h 2min
Why Ethereum MUST Change Its Monetary Policy | Sam Jernigan and Jerome de Tychey
Ethereum may be paying too much to secure itself, and the consequences could extend far beyond a little extra ETH issuance. Jerome de Tychey, co-author of EIP-8363, and Sam Jernigan join David Hoffman...
20 Aug 1h 22min
