ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates
Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, ...
31 Juli 54min
What's Next for Vaults? | Steakhouse Co-Founder, Adrian Cachinero
Vaults could become the financial rails that bring trillions onchain, but only if they solve risk, regulation and investor protection. Steakhouse co-founder Adrian Cachinero joins David to explain how...
30 Juli 1h 4min
Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot
Every lending protocol in DeFi quietly decides your interest rate for you. Paul Frambot thinks that was always a workaround and Morpho Midnight is his argument for what replaces it. Fixed-rate lending...
29 Juli 1h 2min
From Harvard at 18 to Building Crypto's Fastest Exchange | Vlad, Lighter
What does it take to build an exchange that refuses to choose between speed, cost, security, verifiability and composability? Lighter founder Vlad Novakovski joins David to trace his path from interna...
27 Juli 1h 5min
ROLLUP: Crypto’s 2-Week Deadline | The CLARITY Act | $100 Oil | OpenAI Model Escapes
Ryan and David unpack the CLARITY Act’s last-minute lifeline, $100 oil, BitMine’s ETH slowdown, and the OpenAI model that escaped its sandbox. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY2...
24 Juli 1h 3min
Securitize Just Went Public — Are We Still Tokenizing the World?
Securitize has gone public, raised $400 million and tokenized its own equity, but Carlos Domingo says the real race is only beginning. He joins David to explain how Securitize makes money, why investo...
23 Juli 46min
Rebuilding the $12T Repo Market on Bitcoin | Bitcoin Dave
Bitcoin has won the store-of-value argument, but can it become the foundation of an entirely new credit system? David Seroy of Alpen Labs joins David Hoffman to explore why Bitcoin’s next era may be d...
20 Juli 58min
ROLLUP: Bull Market? | Inflation Cools, War Heats | Robinhood Flips Base | ETH’s Fee Problem
Inflation cooled, war intensified, and crypto climbed anyway. Ryan and David ask if the bottom is in, unpack Robinhood Chain’s surge past Base, and debate who benefits from Ethereum’s L2 boom. --...
17 Juli 1h 7min
