NEAR’s AI Money Thesis: Intents, Privacy, and Tokenomics | Sal Ternullo
NEAR keeps showing up in strange places: cross-chain wallets, privacy apps, AI infrastructure, and now the emerging agent economy. Sal Ternullo, CEO of SVRN, joins us to explain why he thinks this is ...
27 Maj 50min
Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince
The internet is about to be flooded by machines, and Matthew Prince thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could o...
25 Maj 1h 32min
ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears
Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and wh...
22 Maj 1h 11min
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton
Bitcoin may be outgrowing the “digital gold” narrative. David sits down with Strive Chief Risk Officer Jeff Walton to unpack how Bitcoin-backed credit products like SATA and Strategy’s STRETCH could t...
21 Maj 1h 18min
"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz
Zcash is having its first real narrative moment in years. David sits down with Multicoin Capital co-founder Tushar Jain and Mert Mumtaz to unpack why privacy may be crypto’s missing store-of-value pri...
19 Maj 1h 3min
Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn
Two surprise Democrat votes just rerated the entire crypto policy timeline. After the Senate Banking Committee advanced the Clarity Act on a bipartisan basis, Galaxy Digital head of research Alex T...
18 Maj 51min
ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps
Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s ...
15 Maj 1h 5min
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares
Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque. Dio Casares of Patagon breaks down how it...
14 Maj 44min
