Avsnitt
-
Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown risk to a weaker dollar narrative, and why Tether is quietly becoming one of the world’s largest gold holders. They make the case for Ethereum’s comeback, from surging usage to serious quantum resistance efforts, break down Fidelity’s new onchain dollar, and dig into MegaETH’s eye popping stress test. Plus: prediction markets go mainstream, a bizarre $40 million government crypto theft, and a new Vitalik meme to close it out.
---
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---
TIMESTAMPS & RESOURCES
0:00 Intro
3:22 Markets
https://x.com/Vivek4real_/status/2014721850937380963
https://imgur.com/vumkykb
https://x.com/longstcc/status/2016429742904508789
https://www.cnbc.com/2026/01/28/fed-meeting-today-live-updates.html
https://polymarket.com/event/lisa-cook-out-as-fed-governor-by-september-30/?via=bankless
https://polymarket.com/event/how-many-fed-rate-cuts-in-2026/?via=bankless.
https://polymarket.com/event/will-there-be-another-us-government-shutdown-by-january-31/?via=bankless
16:25 Gold & Silver All-Time Highs
https://www.tradingview.com/chart/1RYLG2gC/?symbol=TVC:GOLD
https://companiesmarketcap.com/assets-by-market-cap
https://x.com/KobeissiLetter/status/2016890828925313192
https://x.com/philippilk/status/2016089604588290348
https://x.com/historydefined/status/2016360674058760269
https://x.com/fintechfrank/status/2015596117195444375
https://x.com/DegenerateNews/status/2016870767426707457
https://thedefireport.io/research/why-is-bitcoin-underperforming-gold
28:11 Dollar Reserve Currency Discussion & Tether Gold Reserves
https://x.com/FluentInFinance/status/2015424544333328808
https://x.com/KobeissiLetter/status/2016259771616444454
https://x.com/barkmeta/status/2016351131727770107
https://x.com/WatcherGuru/status/2016307227158601780
https://cryptonews.com/news/tether-quietly-becomes-one-of-the-biggest-global-gold-market-players-holds-140-tons-of-gold
33:15 Ethereum Usage Scaling & Ethereum Quantum Resistance & ETH Bull Case
https://x.com/JasonYanowitz/status/2016128371755811109
https://x.com/riley_gmi/status/2016193883764371469
https://sergeenkov.com/record-high-activity-ethereum-2026
https://x.com/drakefjustin/status/2014791629408784816
https://x.com/VivekVentures/status/2015510724244611168
https://x.com/LorenzoARK/status/2015594553579868566
43:47 Fidelity Digital Dollar
https://x.com/DegenerateNews/status/2016505433322635443
https://x.com/sytaylor/status/2016569801678704807
45:40 Tether Onshore Stablecoin (USA₮)
https://x.com/paoloardoino/status/2016151121522204953
46:46 MegaETH Mainnet & Stress Test
https://x.com/megaeth/status/2016511667644064164
https://x.com/megaeth/status/2014376592378888503
https://www.growthepie.com
https://app.hyperliquid.xyz/trade
https://x.com/NamikMuduroglu/status/2016909695609364917
53:27 Uniswap Auctions
https://x.com/Uniswap/status/2016513436771922218
https://x.com/Benjamin918_/status/2016515467960016958
54:34 Robinhood & Talos
https://www.coindesk.com/business/2026/01/29/robinhood-is-investing-in-crypto-trading-platform-talos-at-usd1-5-billion-valuation
57:15 Prediction Markets Expansion
https://x.com/brian_armstrong/status/2016593041532870677
https://x.com/shayne_coplan/status/1989005876611461429
57:42 OpenAI & Human Verification
https://x.com/forbes/status/2016622235902234794
1:00:24 Government Contractor Theft Story
https://x.com/zachxbt/status/2015430549846777964
https://x.com/zachxbt/status/2014685299025060154
1:03:11 Meme of the Week
https://x.com/0xcyp/status/2016556046697779495
1:04:01 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Celo is quietly powering real-world payments at global scale. In this episode, David and Ryan sit down with Marek Olszewski, CEO of cLabs, to unpack how Celo became a fast, low-cost payments layer used for remittances, savings, onchain FX, and identity across emerging markets.
They explore why Celo stayed focused on peer-to-peer payments while others chased trends, how Opera’s MiniPay onboarded hundreds of thousands of daily users, and why stablecoins are reshaping global finance from the ground up. The conversation spans onchain FX, proof of personhood with Self.xyz, Ethereum’s L2 future, and why fast, cheap payments, not hype, may be crypto’s real unlock.
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https://bankless.cc/ico-watch
---
TIMESTAMPS
0:00 Celo’s Origin Story and Design Philosophy
5:18 The Long Bet on P2P Payments
17:19 700,000 Daily Users: The Data Behind the Narrative
22:11 MiniPay: Global Venmo Built on Celo
30:28 Solving the Last-Mile Banking Problem
37:36 Celo x Opera partnership
40:37 Stablecoins, FX, and the Rise of Onchain Forex
46:53 Perpetuals for FX: UpDown.xyz
49:37 Open Finance vs. Governments and the Battle for the Payments Stack
59:13 Why Celo Chose Ethereum L2 Over an L1 Path
1:06:02 Self.xyz and Proof of Personhood
1:14:06 Putting It All Together: Celo’s Endgame
---
RESOURCES
Marek Olszewski
https://x.com/marek_
Celo
https://celo.org/
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Saknas det avsnitt?
-
Iran is a real-world stress test of freedom: the Islamic Republic is built to outlast dissent. In this special Iran Unchained episode, David talks with Sana Ebrahimi and Amin Soleimani about the regime’s control stack, including unelected theocracy, street-level coercion, corruption as governance, and propaganda that reaches far beyond Iran’s borders.
They unpack gender apartheid, internet blackouts during uprisings, why protests keep returning, and what the West gets wrong about “intervention” and regional stability.
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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch
---
TIMESTAMPS
0:00 Intro
1:21 “How does it feel to be Iranian right now?”
3:39 Sana’s background: Tehran → U.S., and a life shaped by protests
4:38 What is the Iranian regime and what does it want?
9:51 What an Ayatollah is and how that status concentrates power
16:46 Promises vs reality: revolutionary slogans, economic collapse, and control loops
24:15 1979’s alliance, the Marxists, and the purge that followed
34:53 Repression as a system: arrests, torture, and fear as governance
39:15 “Let this land burn”: why the regime doesn’t step down
41:23 Gender apartheid, Mahsa Amini and the spark that keeps reigniting protests
51:58 Protest math: why people still return to the streets
55:18 The internet blackout playbook
1:02:52 “Regime apologists” abroad: media, think tanks, and narrative capture
1:07:17 Why the West gets confused: Palestine politics and cognitive dissonance
1:17:56 Western intervention: “Not Iraq, not Afghanistan”
1:28:57 The diaspora, brain drain, and what a free Iran could unlock
1:31:40 What they’re hoping for next and how to help
---
RESOURCES
Ameen Soleimani
https://x.com/ameensol
Sana Ebrahimi
https://x.com/__Injaneb96
Iran Unchained fundraiser
https://www.iranunchained.com/
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Zcash founder Zooko Wilcox joins Bankless to argue that privacy is back on the critical path—because AI turns chain surveillance into pattern-recognition at scale—and that the real bottleneck for cypherpunk tools has always been UX and onboarding.
We dig into Zcash’s “encrypted Bitcoin” meme, the dev fund’s evolving design (and why it helped Zcash survive), recent ZEC momentum, and the wallet/intents stack that makes private spending actually usable.
Plus: why “value at rest” beats “value in flight,” what it would take for Ethereum to get meaningful privacy, and the debate over strengthening the 21M cap (and whether Zcash should add new security mechanisms without losing the meme).
------
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👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/TDR-pro
💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch
------
TIMESTAMPS
0:00 Intro
0:46 What Failed
3:58 What Succeeded
5:04 Institutional Adoption
6:53 Areas Neglected
10:51 The Cypherpunk Vision
18:53 Can The Cypherpunks Win?
23:19 Crypto’s Path to Success
27:44 Crypto vs Linux
30:39 AI Cypherpunks?
33:05 Optimism
35:49 AI Surveillance
37:10 Zcash
43:02 Zcash Dev Fund
51:45 Zashi Governance Drama
56:32 Zcash Privacy Practices
1:15:56 AI Privacy Consequences
1:22:31 Is Zec a Store of Value
1:26:01 Encrypted Bitcoin?
1:29:01 Ethereum Privacy & Anoma
1:33:14 Closing & Disclaimers
------
RESOURCES
Zooko
https://x.com/zooko
Zcash
https://z.cash/
Zashi
https://z.cash/ecosystem/zashi-wallet/
Anoma
https://anoma.net/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Markets slide this week as Trump floats taking Greenland and tariff threats resurface, pushing investors toward gold. Ryan and David break down what Davos revealed about a shifting world order, why crypto finally had a real seat at the table, and the moments from Brian Armstrong and Larry Fink that framed Crypto versus Central Banks. Plus: the NYSE unveils a tokenized trading platform and whether it validates or co-opts DeFi, Farcaster and Lens are acquired as on-chain social hits a crossroads, and a Jefferies strategist drops Bitcoin over quantum fears. Finally, an update on the Clarity Act delay and the race for the next Fed chair.
---
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https://bankless.cc/ico-watch
---
TIMESTAMPS & RESOURCES
0:00 Intro
2:31 Why are markets down
https://x.com/KobeissiLetter/status/2013591373006676322
https://x.com/FoxNews/status/2013603538513863126
https://edition.cnn.com/2026/01/14/politics/greenland-trump-nato-denmark
https://x.com/CBSNews/status/2013983374549946581
https://x.com/KobeissiLetter/status/2014089644288196691
https://polymarket.com/event/will-trump-acquire-greenland-before-2027
https://polymarket.com/event/will-the-us-acquire-any-part-of-greenland-in-2026
https://x.com/fejau_inc/status/2013610390698041805
https://x.com/thestalwart/status/2013580367123423518
https://x.com/Strategy/status/2013598056000725476
15:12 Davos power shifts
https://x.com/CommerceGov/status/2013638111977222213
https://x.com/KanwalSibal/status/2013863207962845315
https://x.com/alreadydawn/status/2011855946298032188
https://x.com/WatcherGuru/status/2013947391733342444
https://x.com/MSBIntel/status/2014311838092284200
https://x.com/gazza_jenks/status/2014316956787077193
https://x.com/RWAwatchlist_/status/2014302865515479322
25:45 Next Fed Chair
https://polymarket.com/event/who-will-trump-nominate-as-fed-chair
https://en.wikipedia.org/wiki/Kevin_Warsh
29:23 NYSE tokenization platform
https://ir.theice.com/press/news-details/2026/The-New-York-Stock-Exchange-Develops-Tokenized-Securities-Platform/default.aspx
https://x.com/sytaylor/status/2013248790988214418
https://x.com/jdorman81/status/2013273153544323438
https://x.com/intangiblecoins/status/2013302033286054109
https://x.com/malekanoms/status/2013597558413664443
37:10 Onchain social handover
https://farcaster.xyz/dwr/0x72aab3a5
https://x.com/neynarxyz/status/2014046158700659072
https://x.com/0xfoobar/status/2014169292736979296
https://x.com/StaniKulechov/status/2013617272464580990
https://lens.xyz/news/mask-network-to-steward-the-next-chapter-of-lens
https://x.com/hishboy/status/2014050332675121169
https://x.com/VitalikButerin/status/2013884907659944205
https://firefly.social/signup
https://x.com/RyanSAdams/status/2014338767847354766
https://x.com/VitalikButerin/status/2011325527567544393
45:57 Clarity Act delay
https://x.com/DegenerateNews/status/2014119477923705271
https://x.com/eleanorterrett/status/2014139061103907238
https://x.com/brian_armstrong/status/2012612712044573151
https://x.com/patrickjwitt/status/2013776653902614547
https://polymarket.com/event/clarity-act-signed-into-law-in-2026
50:00 Stablecoin payroll
https://x.com/base/status/2013752842822038000
https://imgur.com/a/9kriKIV
51:42 Bitcoin & quantum
https://x.com/matthew_sigel/status/2013266516112712139
https://www.linkedin.com/feed/update/urn:li:activity:7414027710861045761/
https://x.com/bitcoinofficesv/status/1961564696856727947
https://x.com/batsoupyum/status/2013606402976293243
https://x.com/nic_carter/status/2013781321638695383
https://www.coinbase.com/blog/coinbase-establishes-independent-advisory-board-on-quantum-computing-and-blockchain
59:40 Regulation & Trad
https://x.com/WatcherGuru/status/2013626808474968164
https://x.com/felixprotocol/status/2011831820371828920
https://x.com/0xBroze/status/2011832444102561838
https://x.com/JupiterExchange/status/2013987873943334919
1:01:02 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Crypto in 2026 is consolidating into a handful of high-stakes rivalries:
Ethereum vs. Solana for the center of gravity, Coinbase vs. Robinhood for the finance super-app, and Polymarket vs. Kalshi for prediction markets.
Arnav Pagidyala (Bankless Ventures) joins David and Ryan to map the investment implications, why incentives-driven L1s keep leaking liquidity, what makes Morpho’s institutional playbook work, and whether Hyperliquid, wallets, and onchain rails start eating the exchange business.
We also dig into the comeback of ICOs, what it would take for tokens to become truly investable, and why proof-of-personhood and privacy-preserving KYC may become unavoidable infrastructure.
------
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch
------
TIMESTAMPS
0:00 Intro
1:12 Ethereum & Solana
7:33 Why Solana is Winning
9:27 L1 Valuations
13:13 Coinbase & Robinhood
17:16 Base Contentcoins
20:32 Kalshi & Polymarket
23:19 Prediction Market Tokens
24:45 Store of Value Duopoly
27:21 Tokens in 2026
29:41 Tokens & Equity Alignment
31:01 MetaDAO
32:42 ICOs
34:44 Morpho
39:17 Morpho & Aave
40:41 Perp Exchanges
44:28 Proof of Personhood
48:42 Fat Wallet Thesis
51:45 X & Crypto
53:27 AI & Vibecoding
55:28 Is Crypto Dead?
57:18 Capital Stack Moving Onchain
59:10 What About TradFi?
1:02:15 Closing & Disclaimers
------
RESOURCES
Arnav Pagidyala
https://x.com/0xArnav
Bankless Ventures
https://x.com/banklessvc
Investing Trends for 2026
https://www.youtube.com/watch?v=Poes3EpAR5c
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Washington takes center stage this week as crypto collides with power, policy, and markets. Ryan and David break down the CLARITY Act fight in the Senate, why banks want to kill stablecoin yield, and why Coinbase says the bill may be worse than no bill at all. They also unpack Trump’s DOJ targeting Jerome Powell and what it means for Fed independence, silver’s explosive move as markets search for safety, X’s push toward becoming a crypto super app, and the NYC mayor’s meme coin disaster. Plus: Tom Lee’s surprising MrBeast investment and what it signals about capital, culture, and crypto’s next phase.
---
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---
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---
TIMESTAMPS & RESOURCES
0:00 Intro
2:25 DOJ opened an investigation into Jerome Powell
https://x.com/federalreserve/status/2010510130970849338
https://x.com/federalreserve/status/2010510130970849338
https://x.com/LynAldenContact/status/2010526966953202125
https://www.reuters.com/legal/government/powell-probe-highlights-trump-doj-role-white-house-enforcer-2026-01-14/
https://polymarket.com/event/jerome-powell-out-as-fed-chair-by
10:44 Markets
https://x.com/JesseCohenInv/status/2011311082896572766
https://www.coinnews.net/2025/01/09/american-silver-eagle-series-welcomes-2025-w-proof-edition/
https://www.google.com/finance/beta/quote/GLD:NYSEARCA
https://x.com/echodatruth/status/2010568502474571870
https://www.cnbc.com/2026/01/13/cpi-inflation-report-december-2026.html
https://polymarket.com/dashboards/fed-rates
20:52 Most important Legislation for crypto…ever?
https://x.com/Cointelegraph/status/2010709769187676430
https://x.com/DavidMMcintosh/status/2010389058271289845
https://www.aba.com/-/media/documents/letters-to-congress-and-regulators/ltrsenatestablecoin20260105.pdf
https://www.coindesk.com/policy/2026/01/11/jpmorgan-downplays-stablecoin-threat-as-local-bankers-warn-of-usd6-6t-risk
https://x.com/EleanorTerrett/status/2009795675635306737
https://x.com/USTransparent
https://x.com/haydenzadams/status/2009809558605299914
https://x.com/SenLummis/status/2010939496830030038
https://x.com/jchervinsky/status/2011464338528166081
https://x.com/jchervinsky/status/2011464341556428936
https://x.com/davidsacks47/status/2011650262361129193
https://polymarket.com/event/clarity-act-signed-into-law-in-2026
https://x.com/Matt_Hougan/status/2010841027800895514
42:09 NYC Mayor Eric Adams issued a memecoin
https://x.com/runecrypto_/status/2010847811781230781
https://x.com/ericadamsfornyc/status/2010849167258566727
https://x.com/bubblemaps/status/2010890093431832789
https://x.com/ericadamsfornyc/status/2011541285354815932
https://x.com/buynyctoken/status/2011501230288257452
https://x.com/haydenzadams/status/2010945632505127317
46:41 TOM LEE - BITMINE….invests $200m in MR BEAST MEDIA
https://x.com/DegenerateNews/status/2011774463818518813
https://x.com/DegenerateNews/status/2011810278980120830
49:53 World Liberty Financial launched a lending platform
https://worldlibertyfinancial.com/markets
https://www.coindesk.com/policy/2026/01/13/senate-s-warren-wlfi-tied-bank-application-should-be-halted-until-trump-divests
https://www.coingecko.com/en/coins/dolomite
51:45 Polygon….ALL IN on STABLECOIN STACK with two major acquisitions
https://x.com/0xPolygon/status/2011076681302446556
https://x.com/HadickM/status/2011099510957580437
https://x.com/sandeepnailwal/status/2009763000895344766
https://x.com/obchakevich_/status/2008876239285637419
54:21 X is rolling out Smart Cashtags & Killing InfoFi
https://x.com/nikitabier/status/2010277345651990564
https://x.com/jessepollak/status/2010404608263520356
https://www.theblock.co/post/385805/kaito-token-plummets-x-revises-api-policies-ban-infofi-crypto-projects
https://x.com/nikitabier/status/2011825522817270230
https://www.coingecko.com/en/coins/kaito
58:33 BitGo IPO - $2 billion! ($100 billion in custody)
https://x.com/AccessIPOs/status/2010727529238417549
59:16 The Golden Globes integrated Polymarket into their broadcast
https://x.com/shayne_coplan/status/2010862175607488709
1:00:38 David’s Market of the Week
https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31
https://x.com/polymarket/status/2009382529384497184
1:05:00 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
What if the biggest threat to your freedom isn’t a bad decision - but a scoreboard you never agreed to? Philosopher C. Thi Nguyen joins Bankless to unpack how modern life quietly turns values into points: likes, GPAs, net worth, rankings, and performance metrics that feel objective - but often flatten what matters most. We explore what games really are, why “gamified” platforms like social media can be uniquely corrosive, and how “value capture” pulls you from meaning into measurable proxies. Then we get practical: playfulness, reflective control, and “value federalism” as ways to use metrics without letting them use you.
---
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https://bankless.cc/ico-watch
---
TIMESTAMPS
0:00 Intro
0:58 “Is this the game you really want to be playing?”
5:45 What counts as a game (Bernard Suits’ definition)
11:38 Bankless “serious games” and the cheating test
16:29 Social media as “game-ish,” not truly a game
21:28 The magic circle and why points get dangerous
24:08 Rotten Tomatoes vs. forming your own taste
33:27 Portability: why metrics flatten nuance
38:15 Value capture: when your values get outsourced
45:52 Plato’s cave: “metrics are the new shadows”
54:12 The outsourcing dilemma: we can’t know everything
1:01:47 Playfulness as an antidote to metric hypnosis
1:12:55 Switching rule-sets: D&D, indie games, and redesigning incentives
1:16:22 Reflective control: using metrics without being used
1:20:21 Two endings: cynicism, hope, and the tradeoff of scale
1:23:38 Value federalism + why "Civilization" makes Thi miserable
---
RESOURCES
C. Thi Nguyen
https://x.com/add_hawk
C. Thi Nguyen’s “The Score” Book
https://www.penguin.co.uk/books/457380/the-score-by-nguyen-c-thi/9780241653975
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Is Canton a real blockchain or a new kind of capital-markets operating system?
Digital Asset co-founder Yuval Rooz explains why Canton prioritizes privacy as “need-to-know” information sharing and a federated “cantons” design that still allows atomic cross-canton transactions without bridges.
We unpack the two-tier architecture (edge validators + super validators that stitch cantons together and validate the public Canton Coin) and what that means for governance in regulated finance.
Plus: DTCC’s tokenization pilot starting with U.S. Treasuries, and why CC fees are USD-denominated with a burn/mint mechanism designed to track real network utility.
------
🎬 DEBRIEF | RYAN & DAVID UNPACKING THE EPISODE
https://www.bankless.com/podcast/debrief-is-canton-even-a-real-blockchain
------
🔮POLYMARKET | #1 PREDICTION MARKET
https://bankless.cc/polymarket-podcast
👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/the-defi-report
💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch
------
TIMESTAMPS
0:00 Intro
0:57 Canton Origin
8:02 Vitalik’s Post
14:15 Canton Philosophy
24:19 Canton Architecture vs Competitors
34:27 RWA Property Rights Debate
38:17 Canto Super-Validators
50:39 Canton Critiques
56:56 Decentralized vs Open Finance
1:02:16 Are Decentralized RWAs Possible?
1:07:04 Is Canton a Real Blockchain?
1:14:20 Canton Metrics
1:22:17 DTCC Relationship
1:25:27 Canton Token
1:30:43 Ethereum vs Canton in 2030
1:31:55 Closing & Disclaimers
------
RESOURCES
Yuval Rooz
https://x.com/YuvalRooz
Canton
https://www.canton.network/
Omid Malekan vs Austin Campbell Professor Debate
https://www.youtube.com/watch?v=m-h-PeUOvDw
RWA Analytics
https://app.rwa.xyz/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Prediction markets are turning into real-time intelligence, and policymakers are already reacting. In this week’s Weekly Rollup, Ryan and David unpack the Venezuela “Maduro” trade, the debate over fairness vs. public signal, and Polymarket’s expansion into real estate markets. They also cover Bitcoin’s lowest-vol year ever, Solana’s DEX surge, Ethereum’s stablecoin settlement ATH, Morgan Stanley’s crypto ETF filings, Zcash’s governance blowup, Lighter’s massive $LIT airdrop, Vitalik’s “trilemma solved” claim, Wyoming’s state stablecoin, and Strategy’s path toward major indices.
---
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/the-defi-report
💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch
---
TIMESTAMPS & RESOURCES
0:00 Intro
2:49 Markets
https://www.linkedin.com/pulse/2025-ray-dalio-kaf8e/
https://x.com/dampedspring/status/2008568524046991733
https://www.coinglass.com/pro/i/bl
https://www.dlnews.com/articles/regulation/bitcoin-least-volatile-year/
https://x.com/NTmoney/status/2007111582317215767
https://x.com/KobeissiLetter/status/2007167084980044071
https://x.com/smyyguy/status/2009282261384888407
https://x.com/Cointelegraph/status/2007980573365502161
https://x.com/ericbalchunas/status/2008527564550156315
https://x.com/WatcherGuru/status/2008926447205843202
https://x.com/Matt_Hougan/status/2008542347425149247
14:03 Did Polymarket reveal the Venezuela invasion hours prior the announcement?
https://www.war.gov/News/News-Stories/Article/Article/4370431/trump-announces-us-militarys-capture-of-maduro/
https://x.com/JoePompliano/status/2007455311351718118
https://x.com/0xKelle/status/2008099287851561262
https://x.com/JakeSherman/status/2007497192974459372
https://x.com/QuiverQuant/status/2008029132484206664
https://x.com/WatcherGuru/status/2008245382539882784
https://x.com/zoomerfied/status/2008184924377960502
25:41 Polymarket Market of the Week
27:42 ZEC dump and resignation
https://x.com/solidintel_x/status/2009172254496870816
https://x.com/DefiIgnas/status/2009235841751613660
31:05 Lighter launched the Lighter Infrastructure Token
https://x.com/Lighter_xyz/status/2005862682608472263
https://x.com/bubblemaps/status/2006296418622001313
https://defillama.com/protocol/perps/lighter-perps
https://x.com/Lighter_xyz/status/2008309047787753497
35:27 Has Ethereum resolved the blockchain trilemma?
https://x.com/VitalikButerin/status/2007559523528233041
https://x.com/ralexstokes/status/2008707458563535022
https://x.com/VitalikButerin/status/2008174642066845778
https://x.com/dankrad/status/2008466291913265443
45:49 SEC Commissioner Caroline Crenshaw resigned
https://x.com/EleanorTerrett/status/2007195935403847868
46:32 Major US retailers are accepting crypto payments
https://finance.yahoo.com/news/walmart-starbucks-more-accepting-crypto-202205775.html
48:14 Wyoming launches first US state-issued stablecoin
https://x.com/WatcherGuru/status/2008958574962028924
50:00 MSCI decided not to exclude DATs from their indexes
https://www.msci.com/indexes/index-resources/index-announcements
51:28 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Brent Johnson returns to Bankless to update the Dollar Milkshake Theory and explain why the de-dollarization narrative misses the bigger trend. He argues markets may want out of the dollar, but the Eurodollar system keeps pulling demand back in, and “dollar down” headlines do not break the framework. Brent also covers how debt stress can spill into political instability, why stablecoins and the GENIUS Act could accelerate re-dollarization, and what this means for monetary sovereignty. We close with China’s counter-strategy and how Brent thinks about positioning from here.
---
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👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
https://bankless.cc/the-defi-report
💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch
---
TIMESTAMPS
0:00 Intro
1:20 De-Dollarizing vs Re-Dollarizing: Milkshake Recap
4:18 What a Sovereign Debt Crisis Actually Means
5:45 Central Banks as “Professional Can-Kickers”
8:56 Can They Slowly Let the Air Out?
11:03 Can AI Productivity Save the System?
13:06 2025 Setup: The Narrative for Dedollarization
18:06 BRICS: Conference Talk vs Structural Reality
23:37 Store of Value vs Medium of Exchange
34:24 “Crisis = Dollar Up” (and the April Exception)
39:06 Stablecoin Redollarization and the GENIUS Act
47:20 Monetary Sovereignty, Faster Bank Runs, Faster Dollarization
52:34 China’s Response: Two Currency Stacks
54:21 Positioning as an Investor
---
RESOURCES
Brent Johnson
https://x.com/SantiagoAuFund
The Dollar Milkshake Theory
https://research.santiagocapital.com/p/the-dollar-milkshake
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and fees, Uniswap’s unification win, a new pro crypto CFTC chair, and why quantum computing may be Bitcoin’s biggest long term risk.
---
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💰ICO WATCH | UPCOMING PUBLIC TOKEN SALES
https://bankless.cc/ico-watch
---
TIMESTAMPS & RESOURCES
0:00 Intro
1:25 2025 & 2026
6:47 Markets
https://finance.yahoo.com/news/silver-10x-d-p-500-145100823.html
https://x.com/KobeissiLetter/status/2003514479649390697
https://x.com/WatcherGuru/status/2003611075116433413
https://x.com/WatcherGuru/status/2003573927407440012
https://x.com/PeterSchiff/status/2004364997401760040
https://x.com/matthew_sigel/status/2006002866507690243
https://x.com/Cointelegraph/status/2006078375924793591
https://x.com/Mrcryptoxwhale/status/2005388225482031317
16:50 Is Aave in a civil war?
https://x.com/obsrvgmi/status/2003089533995471074
https://x.com/aave/status/1996591393817473247
https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530
https://governance.aave.com/t/arfc-aave-token-alignment-phase-1-ownership/23616
https://x.com/StaniKulechov/status/2002933974969315561
https://snapshot.org/#/s:aavedao.eth/proposal/0xbc606159ddeae0184c2086055637d3f357351ec0adc4c9f4150751bc41918eba
https://x.com/Marczeller/status/2004494332359741859
https://x.com/StaniKulechov/status/2004503414705643866
https://www.coingecko.com/en/coins/aave
29:55 Uniswap UNIfication
https://x.com/haydenzadams/status/2005306028506923234
https://vote.uniswapfoundation.org/proposals/93
41:36 Michael Selig is the new CFTC Chairman
https://x.com/cointelegraph/status/2001834127696249077
https://x.com/MichaelSelig/status/2003090594508214534
https://youtube.com/live/fPdqwebmJzE
https://youtube.com/live/yIKRSDhAf4A
48:39 Nic Carter says, Quantum is the biggest risk to Bitcoin
https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part
https://x.com/adam3us/status/2002049157662753197
https://x.com/Pledditor/status/2001896737775194208
https://x.com/Fiskantes/status/2002005763343184156
https://x.com/caprioleio/status/2001990974940274921
https://larryswedroe.substack.com/p/the-quantum-computing-threat-to-financial
1:02:11 Anthony’s 2026 Excitement
1:03:31 Closing & Disclaimers
---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
David Hoffman sits down with Mike Ippolito to unpack why 2025 felt brutal despite new all-time highs and why that tension matters for 2026. They argue crypto is entering its “2002 internet” phase, where speculation fades, fundamentals matter, and consolidation accelerates. The conversation covers why Ethereum may see a renaissance, why Bitcoin sentiment could struggle, how prediction markets and equity perps actually play out, and what builders and investors should focus on as crypto matures from hype into real value creation.
------
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Mike Ippolito
https://x.com/MikeIppolito_
https://x.com/MikeIppolito_/status/1870938934337020106
https://blockworks.co/podcast/bellcurve
------
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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------
TIMESTAMPS
0:00 Intro
0:41 Evaluating 2025: The Best Worst Year
7:19 Looking Ahead to 2026
15:40 Investor Relations in Crypto
24:29 Evolving Revenue Discussions
27:44 The Future of DATS
30:06 VC Investment Trends
35:13 Prediction Markets: Incumbents Win
39:52 The Ethereum Renaissance
45:42 The Quantum Threat to Bitcoin
55:06 Consolidation in Blockchain Infrastructure
1:05:07 Corporate Chains: Hot Starts, Cold Ends
1:10:43 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ben Lakoff and Arnav Pagidyala from Bankless Ventures lay out how they’re thinking about crypto investing heading into 2026.
The conversation spans four persistent pillars of every cycle: DeFi, tokenization, capital formation, and speculation and how each is evolving as crypto matures.
Topics include the next wave of on-chain lending, equity perps, DeFi neobanks, verticalized tokenization platforms, compliant ICOs, prediction and opinion markets, and where AI agents may reshape crypto-native finance.
A candid look at what’s investable now, what’s changing, and how Bankless Ventures is underwriting the next cycle.
------
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
------
TIMESTAMPS
0:00 Intro
11:59 DeFi
36:20 Tokenization
50:25 Capital Formation
1:00:44 Speculation Markets
1:09:58 AI
1:13:26 Founders & Teams
1:15:31 Closing & Disclaimers
------
RESOURCES
Ben Lakoff
https://x.com/benlakoff
Arnav
https://x.com/0xArnav
Bankless Ventures
https://x.com/banklessvc
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Ryan and David skip a quiet holiday weekly rollup and instead break down the biggest 2026 crypto forecasts from Bitwise, Coinbase, Galaxy, Grayscale, CoinShares, Fidelity, a16z, and Pantera. They lay out the clearest consensus, stablecoins as real payment rails, tokenization scaling beyond pilots, and ETFs expanding institutional access, then hit the big debates around regulation, prediction markets, token value capture, and the growing quantum question for Bitcoin.
------
📣M0 | THE UNIVERSAL STABLECOIN PLATFORM
https://bankless.cc/m0
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BANKLESS SPONSOR TOOLS:
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
------
TIMESTAMPS
0:00 Intro
2:14 Predictions for Stablecoins
6:42 Tokenization Trends
11:27 ETF Explosion
11:45 Market Structure Legislation
14:06 Prediction Markets Rise
15:20 Quantum Concerns
20:29 Broad Themes Emerge
24:11 Hybrid Finance Concept
28:02 Privacy in Crypto
33:27 DEX Transition Predictions
35:09 Tokenomics Evolution
39:43 Controversies in Predictions
42:58 Market Cycles & Macro Trends
48:12 Year-End Reflections on Ethereum
1:01:08 Bitcoin's Performance Overview
1:10:03 Future Visions for Crypto
1:10:40 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may not arrive, and the narrow scenarios where Ethereum could still make a fleeting run at new highs. From Fed policy and labor markets to AI stealing investor attention, this episode maps the competing paths ahead and what patient investors should be watching next.
------
📣INTO THE CRYPTOVERSE | GET 10% OFF
https://intothecryptoverse.com/ref/bankless/
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BANKLESS SPONSOR TOOLS:
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
------
TIMESTAMPS
0:00 Intro
0:49 Bitcoin's Cycle & its Implications
2:18 Ethereum's Performance & Expectations
8:58 Future Predictions for Ethereum
10:39 Comparing Ethereum to Tesla
12:32 The State of the Altcoin Market
18:26 Disappointment & Hope for ETH Holders
20:23 Macro Factors Affecting Crypto
24:37 Why No Euphoria This Cycle?
32:56 The Shift of Investor Attention
37:56 The Future of Crypto Cycles
44:16 The Need for Utility in Crypto
56:14 Gold vs. Bitcoin: A Comparison
59:45 Bitcoin's Unique Position in the Market
1:02:31 Patience and Strategy for Crypto Investors
1:06:01 Closing & Disclaimers
------
RESOURCES
Ben Cowen
https://x.com/intocryptoverse
Ben’s Channel
https://www.youtube.com/@intothecryptoverse
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Joey Krug (Founders Fund partner, former Pantera co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture.
We dig into prediction markets’ breakout (and why Polymarket finally found product-market fit), the coming regulatory fights around market structure and “insider” edges, and what’s next for founders building in a post-cypherpunk, distribution-first phase of crypto.
------
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BANKLESS SPONSOR TOOLS:
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https://bankless.cc/fraxnet
🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
------
TIMESTAMPS
0:00 Intro
5:45 Is Crypto-Native Dead?
16:37 Lessons From Augur
20:29 Prediction Market’s Success
25:24 Just Gambling?
27:50 Prediction Market Regulation
41:03 Founders Fund Polymarket Bet
44:37 FBI Raid
46:47 Founders Fund Crypto Investment Thesis
53:46 DATs
57:02 Layer1 Valuation
1:00:40 ETH Valuation
1:04:32 What Would Joey Build Today?
1:06:13 Crypto x AI
1:10:09 Frontier Tech x Crypto
1:14:26 4-Year Cycles
1:16:16 Less Upside in Crypto Now?
1:19:37 Crypto Privacy
1:20:41 Last & Next Decade
1:23:05 Closing & Disclaimers
------
RESOURCES
Joey Krug
https://x.com/joeykrug
Augur
https://augur.net/
Founders Fund
https://foundersfund.com/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Crypto prices are down, but the most important players are still building. In this week’s Weekly Rollup, Ryan and David break down Coinbase’s push to become a financial super app, JPMorgan’s first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots.
They also unpack Solana’s Firedancer finally going live, the growing fight over tokenholder rights at Aave and what Uniswap’s unification proposal gets right, and why tokenization and prediction markets are advancing faster than prices suggest.
---
📣M0 | THE UNIVERSAL STABLECOIN PLATFORM
https://bankless.cc/m0
---
BANKLESS SPONSOR TOOLS:
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🦄UNISWAP | CONTINUOUS CLEARING AUCTIONS
https://bankless.cc/uniswap-cca
🛞MANTLE | GLOBAL HACKATHON 2025
https://bankless.cc/mantle-hackathon
💤EIGHT SLEEP | IMPROVE YOUR SLEEP
https://bankless.cc/eight-sleep
---
TIMESTAMPS & RESOURCES
0:00 Intro
2:14 Markets
https://www.google.com/finance/beta/quote/BTC-USD?hl=en&window=1Y&comparison=SOL-USD%2CETH-USD&type=line
https://www.coindesk.com/markets/2025/12/12/barclays-sees-down-year-for-crypto-in-2026-without-big-catalysts
https://www.nbcnews.com/business/economy/cpi-november-inflation-rate-rcna249847
https://x.com/0xNonceSense/status/2000561186497233247
https://x.com/leshka_eth/status/2000738467953967362
12:38 Bankless Announcements
https://x.com/Bankless/status/2001694903084937469
https://www.bankless.com/ico-watch/
https://x.com/JustDeauIt/status/2001380424329892009
20:12 Coinbase System Update
https://x.com/i/broadcasts/1BRJjgWpwwpxw
https://www.coinbase.com/ccm
https://dune.com/entropy_advisors/robinhood-stock-tokens
https://www.coinbase.com/prediction-markets
https://app.morpho.org/base/borrow
https://swap.cow.fi/#/1/swap/0xA0b86991c6218b36c1d19D4a2e9Eb0cE3606eB48/GOOGLON
37:50 Aave Drama, v4 & the 2026 Master Plan
https://governance.aave.com/t/aave-cowswap-integration-tokenholder-questions/23530
https://x.com/aave/status/1996591393817473247
https://x.com/DefiIgnas/status/1999728596626342177
https://www.circle.com/blog/circle-signs-agreement-to-acquire-interop-labs-team-intellectual-property
https://x.com/howdymerry/status/1991932582938943798
https://x.com/haydenzadams/status/2001566377656602705
https://x.com/StaniKulechov/status/2001036446098919461
https://x.com/RyanSAdams/status/2001303903447466476
47:20 Solana BreakPoint
https://x.com/solana/status/1999399841957576741
https://x.com/phantom/status/1999442547039756491
https://x.com/jerallaire/status/2000926577727562023
https://x.com/theoneandomsy/status/1999654845607710749
52:48 SEC says DTCC can tokenize stocks
https://x.com/Snapcrackle/status/1999389068321300814
https://www.youtube.com/watch?v=CS5cDEyEf38
https://www.dtcc.com/news/2025/december/17/dtcc-and-digital-asset-partner-to-tokenize-dtc-custodied-us-treasury-securities
https://www.coingecko.com/en/coins/canton
57:06 JPMorgan launched their first ever tokenized money market fund - Ethereum
https://x.com/ethereum/status/2000665928598524014
57:56 Do Kwon was sentenced to 15 years in prison
https://x.com/zoomerfied/status/1999237162361888869
59:43 New York Times put out another anti-crypto piece
https://x.com/intangiblecoins/status/2000334663479447557
https://x.com/EricBalchunas/status/2000573428093341865
1:01:23 Netflix announced new Bitcoin comedy
https://x.com/BitcoinArchive/status/1999491003451867515
1:03:02 Closing & Disclaimers
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Trading is no longer just a financial activity; it has become a spectator sport. In this episode, Threadguy explains how Gen Z’s internet-native fluency, built through sneaker markets, NFTs, and meme cycles, translates into a new kind of market intuition: attention, momentum, and mimetics. We delve into “Entertainment Finance,” where perps, prediction markets, and live trading are starting to resemble streaming and esports more closely than Wall Street. Along the way, we explore why “internet capital markets” may pull everything on-chain over time, what happens when every asset becomes content, and why creators and traders will keep pushing into the open frontier.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔵COINBASE | ETH & BTC BACKED LOANShttps://bankless.cc/coinbase-borrow🪙FRAXNET | MINT, REDEEM, & EARNhttps://bankless.cc/fraxnet🦄UNISWAP | CONTINUOUS CLEARING AUCTIONShttps://bankless.cc/uniswap-cca🛞MANTLE | GLOBAL HACKATHON 2025https://bankless.cc/mantle-hackathon💤EIGHT SLEEP | IMPROVE YOUR SLEEPhttps://bankless.cc/eight-sleep---TIMESTAMPS0:00 Threadguy: “Gen Z crypto face”2:58 Sneaker Twitter: trade-first upbringing8:03 Onboarding via social proof13:08 Two Gen Z money paths16:53 Crypto as opportunity engine20:38 Why he won’t leave crypto23:35 Media growth and infinite TAM29:31 Entertainment finance: markets as content37:28 Risk takers become “athletes”42:27 PVP arcs and downfall appetite44:25 Trading mimetics: valuation doesn’t matter49:53 One internet note, spills to equities55:15 Counterparty: home for internet markets58:40 Token launch replaces IPO1:02:38 Where to follow + content grind---RESOURCESThreadguyhttps://x.com/notthreadguyThreadguy’s Twitchhttps://www.twitch.tv/threadguy---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin’s onchain market structure suggests about where this cycle could go next.
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📣THE DEFI REPORT | FOLLOW & SUBSCRIBE
https://thedefireport.transistor.fm/
https://thedefireport.io/
https://x.com/the_defi_report
https://x.com/JustDeauIt
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TIMESTAMPS
0:00 Introduction to the DeFi Report
2:28 Current Market Positioning
9:25 Federal Reserve's Actions Explained
13:13 Economic Conditions & Predictions
18:35 Big Picture of Economic Strategy
23:17 Analyzing Bitcoin's Market Structure
29:57 Closing & Future Outlook
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Not financial or tax advice. For educational purposes only. - Visa fler
