Bits + Bips: Bitcoin Stalls, Stocks Soar: The Disconnect That Defines This Cycle
Steve Sosnick on the ratchet effect in equities, the AI bandwidth parallel, Kevin Warsh’s impossible first week, and why crypto is the unsexy trade right now. --- Thank you to our sponsor! Coinbase...
28 Maj 49min
The Chopping Block: Ethereum's Identity Crisis, Apostates Speak Out, and Is ETH the Microsoft of Crypto?
Ethereum's midlife crisis hits the podcast as ex-Bankless and ConsenSys insiders unpack ETH's talent exodus, identity spiral, "Microsoft" future, EF shake-ups, and the Solana contender play-all with s...
28 Maj 1h 5min
Uneasy Money: Illia Polosukhin on Why Onchain Commerce Needs Confidentiality
Illia Polosukhin, founder of NEAR and co-author of 'Attention Is All You Need,' on why confidentiality will let crypto become daily commerce — plus, some Near lore. ==================================...
27 Maj 1h 22min
Why Fintechs May Finally Beat Banks at Their Own Game: DEX in the City
Banks are about to lose two of their biggest advantages: custody and payments. A new White House EO opening Fed master accounts to fintechs could be the catalyst. Thanks to our sponsor! Coinbase...
26 Maj 51min
Is the Ethereum Foundation Too Out of Touch to Save ETH?
Vitalik finally said ETH the asset matters. Zak Cole’s reaction: ‘Should have said that five years ago.’ What broken cryptoeconomics mean for Ethereum’s future. ======================================...
26 Maj 1h 10min
Why the SEC Paused on Its Innovation Exemption for Tokenization: Bits + Bips
Citadel and SIFMA lobbied to slow tokenized equity rules. Arjun Sethi calls it 'corporate plumbing.' Chris Perkins calls it a bond future moment. --- Thank you to our sponsor! Coinbase One: Get...
25 Maj 1h 1min
The Bond Market Is the Boss Now: Bits + Bips
Kevin Warsh wants a smaller Fed balance sheet and fewer dot plots. Noelle Acheson says the bond market won't let him have either. Here's what she expects instead. --- Heads up! If you haven’t yet, ...
21 Maj 43min
Why Pre-IPO Perps Like SpaceX on Hyperliquid Are Seeing an Upswing
Pre-IPO trading is hot ahead of three big IPOs. Perp volume on Hyperliquid went from $3M to $44M in three months, and SpaceX perps is just the beginning, says Dio Casares of Patagon. ================...
21 Maj 33min
