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Bits + Bips: Why Crypto's Next Step Is Perps, Tokenized Stocks and Altcoin ETFs James Seyffart, Ram Ahluwalia CFA, Lumida, Noelle Acheson + Thomas Uhm break down: 💥 Robinhood’s tokenized stocks and its own L2 🤑 Perps could “eat the world” 🌐 TradFi + crypto are converging fast 🤔...

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Laura Shin

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22,728 görüntüleme • 1 yıl önce •via X (Twitter)

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The Book of Ethereum 📘 profil fotoğrafı
The Book of Ethereum 📘1 yıl önce

📜💜 Incredible lineup and timely topics. Perps, tokenized stocks, staking ETFs - it’s all part of the same truth: TradFi and crypto are converging on Ethereum’s rails. Robinhood’s L2, staking yields, tokenized assets - it’s not theory anymore. It’s happening. 📜 The Book of Ethereum is always open for those ready to see the future being written today

Kevin Henrikson profil fotoğrafı
Kevin Henrikson1 yıl önce

@JSeyff @ramahluwalia @NoelleInMadrid @ThomasUhm Waiting for you clips for this. 💪 I enjoy listening on it during night time.

Hann 🎒 profil fotoğrafı
Hann 🎒1 yıl önce

@JSeyff @ramahluwalia @NoelleInMadrid @ThomasUhm A compelling analysis of crypto's evolution. The convergence of TradFi and crypto could redefine market dynamics. Looking forward to insights on Powell's stance.

Nasu Capital profil fotoğrafı
Nasu Capital1 yıl önce

@JSeyff @ramahluwalia @NoelleInMadrid @ThomasUhm The convergence of TradFi x crypto feels less like a theory and more like inevitability now.

Mr Samuel 🤍 (✸,✸) profil fotoğrafı
Mr Samuel 🤍 (✸,✸)1 yıl önce

@JSeyff @ramahluwalia @NoelleInMadrid @ThomasUhm Perps eating the world?! 🤔 TradFi and crypto are merging faster than we think! Exciting times!

Antonio Yang DVM profil fotoğrafı
Antonio Yang DVM1 yıl önce

@JSeyff @ramahluwalia @NoelleInMadrid @ThomasUhm 👍 🍂 🍀 His research is rock-solid.

Nathan Sexer | nethan.eth 🧉 profil fotoğrafı
Nathan Sexer | nethan.eth 🧉1 yıl önce

Nature is healing.

Circles profil fotoğrafı
Circles1 yıl önce

From the @dappcon_berlin archives 🗂️ “I'm also excited about Circles for a non-money-related reason, which is that I think some kind of online identity is going to become a very important thing to have.” — @VitalikButerin

EthCC - Ethereum Community Conference profil fotoğrafı
EthCC - Ethereum Community Conference1 yıl önce

EthCC[8] has been incredible so far, but we’re not done yet! Let’s keep the energy high and the connections flowing. Join us TONIGHT for the Official EthCC[8] After Party and celebrate with the community! 🎉🙌

STRATO profil fotoğrafı
STRATO1 yıl önce

Giveaway Airdrop Complete! Catch up on the latest Space below and see you next time for more RWA alpha from the original tokenized asset issuers 🌐

Benzer Videolar

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next
27:09

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next

New Era Finance Podcast

56,237 görüntüleme • 1 ay önce

Trump wants to fire Powell. The dollar’s sliding ⬇️ And sovereigns may be buying bitcoin 🤑 In this week’s Bits + Bips: a high-stakes macro standoff with massive implications. 🎧 With Alex Krüger Ram Ahluwalia CFA, Lumida and Steven Ehrlich Timestamps: 👋 0:00 Intro 👀 3:44 Could Trump really fire Powell? And what would that mean for the Fed’s credibility 👷13:01 Why the Fed is seeing conflicting signals from the economy 📈📉 20:07 If Trump keeps Powell for now, how will the market react? 🚪 24:49 Why capital is rotating out of the U.S. and how it is such a big moment for bitcoin. 🤕 31:37 How much further the dollar could fall in this cycle? 🔗 42:43 Has bitcoin finally decoupled, and could it become a global reserve currency? 🧑‍💻 50:11 How the young age of crypto holders could reshape market dynamics 🧠 1:04:26 What specific things Ram, Alex, and Zach are watching now across macro and crypto Thank you to for sponsoring this episode!
1:10:17

Trump wants to fire Powell. The dollar’s sliding ⬇️ And sovereigns may be buying bitcoin 🤑 In this week’s Bits + Bips: a high-stakes macro standoff with massive implications. 🎧 With Alex Krüger Ram Ahluwalia CFA, Lumida and Steven Ehrlich Timestamps: 👋 0:00 Intro 👀 3:44 Could Trump really fire Powell? And what would that mean for the Fed’s credibility 👷13:01 Why the Fed is seeing conflicting signals from the economy 📈📉 20:07 If Trump keeps Powell for now, how will the market react? 🚪 24:49 Why capital is rotating out of the U.S. and how it is such a big moment for bitcoin. 🤕 31:37 How much further the dollar could fall in this cycle? 🔗 42:43 Has bitcoin finally decoupled, and could it become a global reserve currency? 🧑‍💻 50:11 How the young age of crypto holders could reshape market dynamics 🧠 1:04:26 What specific things Ram, Alex, and Zach are watching now across macro and crypto Thank you to for sponsoring this episode!

Laura Shin

29,660 görüntüleme • 1 yıl önce

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift RYAN SΞAN ADAMS & David Hoffman sit down with Ondo Finance's Nathan Allman 🌊 and Ian De Bode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers
1:36:51

LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift RYAN SΞAN ADAMS & David Hoffman sit down with Ondo Finance's Nathan Allman 🌊 and Ian De Bode to map the path from stablecoins to tokenized treasuries to tokenized stocks. We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity. Ethereum and Ondo are leading a $100T onchain migration you can’t miss. -------------- TIMESTAMPS 0:00 Intro 5:55 Is Business Booming? 7:59 Are RWAs Inevitable? 12:50 Tokenized Treasuries 19:13 Tokenization Roadmap 24:17 Types of Tokenized Treasuries 31:40 What’s Holding the US Back? 37:08 Tokenized Stocks 41:04 Tokenized Stocks Liquidity 50:56 Property Rights 56:25 Is Permissionless Tokenization Possible? 1:04:32 24/7 Markets? 1:07:52 Ondo Global Markets 1:10:54 Why Ethereum? 1:12:08 Stocks Meet DeFi 1:19:26 What Chains will RWAs Settle On? 1:32:41 Is Wall Street Ready? 1:34:29 What’s Next? 1:36:00 Closing & Disclaimers

Bankless

70,135 görüntüleme • 11 ay önce

The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn
34:18

The competition was tough to win Robinhood’s business. In this episode, Offchain Labs CEO Steven Goldfeder explains: 🧠 Why Robinhood picked the Arbitrum stack (instead of Solana’s) 💸 How the choice turned gas fees into revenue for Robinhood 📈 What tokenized stocks mean for DeFi 🎨 Why better UX is crypto’s biggest unlock and more! Timestamps: 🎬 0:00 Intro 🚀 1:44 Why Robinhood chose Arbitrum and how much control they really have 🧑‍💻 6:38 How Arbitrum Stylus could power better UX for Robinhood and beyond 🌊 10:26 Why liquidity fragmentation is still a major unsolved problem 🧲 11:41 What makes MEV capture so attractive to big players like Robinhood 🏆 13:48 Why tokenized stocks might be the “big prize” on Arbitrum 🌐 16:12 What it means to be part of the Arbitrum ecosystem 📊 18:02 How tokenized equities could change investing and what the risks are 🏛️ 21:11 Why the Arbitrum DAO stands to gain from this partnership 🔧 22:17 How Steven thinks fragmentation can be fixed more easily than most believe 🌉 25:52 Where the crypto-TradFi convergence is headed next 💬 29:40 Why Steven defends Ethereum and calls out the critics of L2s Thank you to our sponsors! @AskFocal Ledn

Laura Shin

53,073 görüntüleme • 1 yıl önce

Coinbase’s “quasi‑perp” expires in 5 years; Robinhood’s perps max at 3x; Hyperliquid gives 20x for the fried brain trader. + PoS is not really a magic money box, Solana’s ETF is a C‑corp piñata, and Tom has to explain himself about his Polymarket Tweet. Here’s the latest episode featuring Ryan Watkins & Jon Charbonneau 🇺🇸! Timestamps 00:00 Intro 02:59 Robinhood Chain 15:05 Debate on Tokenized Stocks 27:18 Perps in the Crypto Market 37:15 Robinhood's New Crypto Traders 39:26 The Solana ETF Approval 41:17 Understanding Staking and ETFs 43:36 The Future of Proof of Stake 46:20 Governance in Ethereum and Other Chains 56:26 Corporate Chains and Validator Selection 01:04:31 Polymarket vs. Kalshi 🔥Stay updated with all the latest hot takes by following and subscribing to The Chopping Block and Unchained! 🎥 YouTube: 🎧 Spotify: 🍎 Apple: 🎙 Podcast Home:
1:12:07

Coinbase’s “quasi‑perp” expires in 5 years; Robinhood’s perps max at 3x; Hyperliquid gives 20x for the fried brain trader. + PoS is not really a magic money box, Solana’s ETF is a C‑corp piñata, and Tom has to explain himself about his Polymarket Tweet. Here’s the latest episode featuring Ryan Watkins & Jon Charbonneau 🇺🇸! Timestamps 00:00 Intro 02:59 Robinhood Chain 15:05 Debate on Tokenized Stocks 27:18 Perps in the Crypto Market 37:15 Robinhood's New Crypto Traders 39:26 The Solana ETF Approval 41:17 Understanding Staking and ETFs 43:36 The Future of Proof of Stake 46:20 Governance in Ethereum and Other Chains 56:26 Corporate Chains and Validator Selection 01:04:31 Polymarket vs. Kalshi 🔥Stay updated with all the latest hot takes by following and subscribing to The Chopping Block and Unchained! 🎥 YouTube: 🎧 Spotify: 🍎 Apple: 🎙 Podcast Home:

The Chopping Block

59,508 görüntüleme • 1 yıl önce

Twenty One Capital’s launch shows how far Wall Street and crypto are converging. Is it genius … or the next bust? 🙈 Full analysis w/ Jeff Park + Mark Palmer 🎧👇 Timestamps: 📰 0:00 Introduction 🚀 2:07 Why Jeff sees the Twenty One Capital launch as a huge development 🧠 6:09 How Twenty One might learn from MicroStrategy’s playbook 🏦 11:59 Risks of turning into the next Celsius, Voyager or Genesis 💸 18:52 Why Bitcoin needs income-generating activities to evolve 📊 21:17 How metrics like bitcoin per share bridge crypto and TradFi 🤝 30:16 Whether Tether’s participation makes sense 💍 34:18 Why Jeff thinks SoftBank and Tether are “a perfect match” 🚩 42:29 Is SoftBank entering crypto a top signal? 🏛️ 46:32 Why Cantor’s involvement shows Wall Street is serious 📈 50:24 Why bitcoin vehicle stocks trade at a premium 🗓️ 55:48 Why timing matters compared to MicroStrategy’s 2020 debut 🧮 1:00:06 How to decide between investing in vehicles, spot bitcoin, or ETFs 🌊 1:08:52 Whether SOL investment vehicles will have the same success as bitcoin ones Thanks to Bitwise for sponsoring this episode!
1:14:44

Twenty One Capital’s launch shows how far Wall Street and crypto are converging. Is it genius … or the next bust? 🙈 Full analysis w/ Jeff Park + Mark Palmer 🎧👇 Timestamps: 📰 0:00 Introduction 🚀 2:07 Why Jeff sees the Twenty One Capital launch as a huge development 🧠 6:09 How Twenty One might learn from MicroStrategy’s playbook 🏦 11:59 Risks of turning into the next Celsius, Voyager or Genesis 💸 18:52 Why Bitcoin needs income-generating activities to evolve 📊 21:17 How metrics like bitcoin per share bridge crypto and TradFi 🤝 30:16 Whether Tether’s participation makes sense 💍 34:18 Why Jeff thinks SoftBank and Tether are “a perfect match” 🚩 42:29 Is SoftBank entering crypto a top signal? 🏛️ 46:32 Why Cantor’s involvement shows Wall Street is serious 📈 50:24 Why bitcoin vehicle stocks trade at a premium 🗓️ 55:48 Why timing matters compared to MicroStrategy’s 2020 debut 🧮 1:00:06 How to decide between investing in vehicles, spot bitcoin, or ETFs 🌊 1:08:52 Whether SOL investment vehicles will have the same success as bitcoin ones Thanks to Bitwise for sponsoring this episode!

Laura Shin

37,084 görüntüleme • 1 yıl önce

Bits + Bips: Reasons to Be Optimistic After Bitcoin Falls Toward $100K Crypto panic 😱 vs. institutional patience 💼 On Bits + Bips, Bitwise’s Teddy Fusaro joins Ram Ahluwalia CFA, Lumida & Christopher Perkins 🦅🌎⚓️NYC to unpack: 📉 Bitcoin’s crash below $100K 🪙 Why Ripple’s momentum can’t be ignored 💸 Tether’s trillion-dollar question 🏛️ CLARITY Act: what are the odds? Timestamps: 🎬 0:00 Intro 📈 3:03 Why Ram is still bullish on markets despite recent carnage 💧 6:03 Why a slingshot economy will soon send liquidity back into risk assets 🏦 9:18 How institutional sentiment now differs sharply from crypto Twitter 🚀 16:43 Inside Bitwise’s clever move to launch $BSOL 🌊 21:20 Why Chris says “you can’t sleep on #Ripple” 🔗 25:28 How TradFi and crypto rails are starting to merge 💳 29:38 Why every company suddenly wants to own the payments layer 💣 30:53 Exploring #Tether’s biggest challenge —and whether it’s worth $500B 📊 39:52 #ETFs vs. digital asset treasuries (#DATs): Teddy’s take ⚖️ 46:48 Why the CLARITY Act is unlikely to pass in 2025
1:00:22

Bits + Bips: Reasons to Be Optimistic After Bitcoin Falls Toward $100K Crypto panic 😱 vs. institutional patience 💼 On Bits + Bips, Bitwise’s Teddy Fusaro joins Ram Ahluwalia CFA, Lumida & Christopher Perkins 🦅🌎⚓️NYC to unpack: 📉 Bitcoin’s crash below $100K 🪙 Why Ripple’s momentum can’t be ignored 💸 Tether’s trillion-dollar question 🏛️ CLARITY Act: what are the odds? Timestamps: 🎬 0:00 Intro 📈 3:03 Why Ram is still bullish on markets despite recent carnage 💧 6:03 Why a slingshot economy will soon send liquidity back into risk assets 🏦 9:18 How institutional sentiment now differs sharply from crypto Twitter 🚀 16:43 Inside Bitwise’s clever move to launch $BSOL 🌊 21:20 Why Chris says “you can’t sleep on #Ripple” 🔗 25:28 How TradFi and crypto rails are starting to merge 💳 29:38 Why every company suddenly wants to own the payments layer 💣 30:53 Exploring #Tether’s biggest challenge —and whether it’s worth $500B 📊 39:52 #ETFs vs. digital asset treasuries (#DATs): Teddy’s take ⚖️ 46:48 Why the CLARITY Act is unlikely to pass in 2025

Laura Shin

29,303 görüntüleme • 9 ay önce

Tokenized assets are bringing Trillions onchain. When? First we gotta clear some BS and fundamental blockers. But surprisingly, the system is now on our side. Centrifuge's CLO Eli Cohen breaks it all down. REAL-WORLD VALUE: EP 1. (0:00) How Centrifuge Tokenized $1.2 BILLION & Is Bringing the S&P 500 Onchain (5:29) Is Legal Innovation Possible? (10:57) Why Stablecoins Are Key To Wealth (11:41) Will Big Banks Kill Decentralized Freedom? (13:47) BlackRock's Onchain Gamble: Cannibalizing The Empire? (14:34) Permissioned Chains Vs. Freedom (17:43) Why Most DAOs Aren't DAOs (25:46) The Tokenization Roadmap: What Gets Digitized Next? (29:50) What Can Survive A Crypto Crash? (34:07) The Global Crypto Awakening (39:00) Privacy In A Tokenized World (48:47) Alpha: Crypto Doesn't Know How to Value Revenue Yet Follow Eli at Eli Cohen.
1:01:22

Tokenized assets are bringing Trillions onchain. When? First we gotta clear some BS and fundamental blockers. But surprisingly, the system is now on our side. Centrifuge's CLO Eli Cohen breaks it all down. REAL-WORLD VALUE: EP 1. (0:00) How Centrifuge Tokenized $1.2 BILLION & Is Bringing the S&P 500 Onchain (5:29) Is Legal Innovation Possible? (10:57) Why Stablecoins Are Key To Wealth (11:41) Will Big Banks Kill Decentralized Freedom? (13:47) BlackRock's Onchain Gamble: Cannibalizing The Empire? (14:34) Permissioned Chains Vs. Freedom (17:43) Why Most DAOs Aren't DAOs (25:46) The Tokenization Roadmap: What Gets Digitized Next? (29:50) What Can Survive A Crypto Crash? (34:07) The Global Crypto Awakening (39:00) Privacy In A Tokenized World (48:47) Alpha: Crypto Doesn't Know How to Value Revenue Yet Follow Eli at Eli Cohen.

Carlos Cano

40,634 görüntüleme • 9 ay önce

Tokenized Assets Explained: Stocks, Bonds & RWAs Are Moving On-Chain Tokenized assets are revolutionizing finance in 2025. From U.S. Treasuries to stocks and bonds, real-world assets (RWAs) are now accessible 24/7 on-chain — giving investors instant access, global liquidity, and higher yields than traditional finance. In this video, we cover: ✅ What tokenization is & why it’s a game-changer ✅ The rise of tokenized U.S. Treasuries as DeFi collateral ✅ How to earn yields above TradFi rates ✅ CeFi vs DeFi access: pros, cons, and safety Whether you’re an investor seeking stability, a DeFi power user, or a crypto trader, RWAs are the missing piece connecting Wall Street and Web3. Subscribe for deep dives into crypto trends, DeFi strategies, and money-making opportunities in 2025. 👍 Like this video if you believe tokenization is the future of finance.
6:06

Tokenized Assets Explained: Stocks, Bonds & RWAs Are Moving On-Chain Tokenized assets are revolutionizing finance in 2025. From U.S. Treasuries to stocks and bonds, real-world assets (RWAs) are now accessible 24/7 on-chain — giving investors instant access, global liquidity, and higher yields than traditional finance. In this video, we cover: ✅ What tokenization is & why it’s a game-changer ✅ The rise of tokenized U.S. Treasuries as DeFi collateral ✅ How to earn yields above TradFi rates ✅ CeFi vs DeFi access: pros, cons, and safety Whether you’re an investor seeking stability, a DeFi power user, or a crypto trader, RWAs are the missing piece connecting Wall Street and Web3. Subscribe for deep dives into crypto trends, DeFi strategies, and money-making opportunities in 2025. 👍 Like this video if you believe tokenization is the future of finance.

Decentralised News

10,821 görüntüleme • 11 ay önce

Crypto wallets are no longer just wallets. They’re the front door to a decentralized internet. In this episode, Phantom CEO Brandon Millman joins a16z crypto Investment Partner Jay Drain and host Robert Hackett to unpack how crypto wallets are evolving into full-blown consumer finance platforms — and why they may be the most credible candidates to become the internet’s next super apps. We explore Phantom’s journey from a Solana-first wallet to a multi-chain platform, why wallets are uniquely positioned to win trust around money, and how features like onchain trading, perps, social feeds, prediction markets, and payments are reshaping what people expect from a consumer finance app. The conversation also dives into: - Why starting with finance may be a better path to a super app than starting with social - How Phantom thinks about UX, trust, and security in crypto - The rise of perpetual futures (perps) and prediction markets - What the FTX collapse meant for Solana — and the counterintuitive silver lining - Whether AI agents could one day replace apps and browsers If you’re curious about where crypto, fintech, and consumer apps are headed next — and why wallets may become the most important interface on the internet — this episode is for you. with Brandon Millman jay Robert Hackett
1:22

Crypto wallets are no longer just wallets. They’re the front door to a decentralized internet. In this episode, Phantom CEO Brandon Millman joins a16z crypto Investment Partner Jay Drain and host Robert Hackett to unpack how crypto wallets are evolving into full-blown consumer finance platforms — and why they may be the most credible candidates to become the internet’s next super apps. We explore Phantom’s journey from a Solana-first wallet to a multi-chain platform, why wallets are uniquely positioned to win trust around money, and how features like onchain trading, perps, social feeds, prediction markets, and payments are reshaping what people expect from a consumer finance app. The conversation also dives into: - Why starting with finance may be a better path to a super app than starting with social - How Phantom thinks about UX, trust, and security in crypto - The rise of perpetual futures (perps) and prediction markets - What the FTX collapse meant for Solana — and the counterintuitive silver lining - Whether AI agents could one day replace apps and browsers If you’re curious about where crypto, fintech, and consumer apps are headed next — and why wallets may become the most important interface on the internet — this episode is for you. with Brandon Millman jay Robert Hackett

a16z crypto

44,755 görüntüleme • 7 ay önce

LIVE NOW -- Benjamin Cowen on Where Crypto is Going in 2026 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. [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
1:06:43

LIVE NOW -- Benjamin Cowen on Where Crypto is Going in 2026 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. [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

Bankless

38,982 görüntüleme • 7 ay önce

LIVE NOW - Robinhood’s Plan to Capture the $90T Wealth Transfer The next great battle in finance may be over where the $70-90T wealth transfer actually lands. Ryan and David sit down with Vlad Tenev to talk Gen Z and retirement, tokenized stocks, 24/7 markets, prediction markets, private-market access, and why Robinhood wants to become the default financial platform for the next generation. --- TIMESTAMPS 0:00 The $70–90T Wealth Transfer and Robinhood's Strategy 4:01 Finance in 2040: 24/7 Markets Everywhere 6:06 Tokenized Stocks, Robinhood Chain, and the U.S. Rollout Question 11:22 Robinhood's Full-Stack DeFi Vision 14:31 Prediction Markets as “Truth Machines” 17:06 Robinhood Social, Sherwood Media, and the Content Layer 21:44 Why “Entertainment Finance” Might Be Overstated 25:03 Gen Z Is More Retirement-Savvy Than You Think 30:54 Trump Accounts and Investing From Birth 36:21 The Financial Super App Race 39:30 Why Robinhood Is Not Prioritizing Peer-to-Peer Payments 42:22 Stablecoins, Bank Charters, and Consumer Reality 49:30 The Clarity Act, Stablecoin Yield, and Tokenized Assets 55:16 Perps Could Come Onshore Fast 57:12 Retail Access to Private Markets 1:00:52 Robinhood's Third Act: Social, AI, and Agentic Finance
1:03:34

LIVE NOW - Robinhood’s Plan to Capture the $90T Wealth Transfer The next great battle in finance may be over where the $70-90T wealth transfer actually lands. Ryan and David sit down with Vlad Tenev to talk Gen Z and retirement, tokenized stocks, 24/7 markets, prediction markets, private-market access, and why Robinhood wants to become the default financial platform for the next generation. --- TIMESTAMPS 0:00 The $70–90T Wealth Transfer and Robinhood's Strategy 4:01 Finance in 2040: 24/7 Markets Everywhere 6:06 Tokenized Stocks, Robinhood Chain, and the U.S. Rollout Question 11:22 Robinhood's Full-Stack DeFi Vision 14:31 Prediction Markets as “Truth Machines” 17:06 Robinhood Social, Sherwood Media, and the Content Layer 21:44 Why “Entertainment Finance” Might Be Overstated 25:03 Gen Z Is More Retirement-Savvy Than You Think 30:54 Trump Accounts and Investing From Birth 36:21 The Financial Super App Race 39:30 Why Robinhood Is Not Prioritizing Peer-to-Peer Payments 42:22 Stablecoins, Bank Charters, and Consumer Reality 49:30 The Clarity Act, Stablecoin Yield, and Tokenized Assets 55:16 Perps Could Come Onshore Fast 57:12 Retail Access to Private Markets 1:00:52 Robinhood's Third Act: Social, AI, and Agentic Finance

Bankless

83,692 görüntüleme • 4 ay önce

🔥 Trade Secrets: Episode 1 Why is a macro investor with 30+ years of experience watching Dogecoin so closely? In Cointelegraph’s new show, Ciaran Lyons sits down with Wall Street veteran Jordi Visser to unpack why Dogecoin is his altcoin of choice. And what it could signal for the next market uptrend. 00:00 — Intro 00:57 — Does Bitcoin still have a chance of being 2026's best-performing asset? 01:34 — Is the AI boom helping or hurting crypto? 03:33 — Why Dogecoin is Jordi Visser's altcoin of choice 05:14 — Why crypto still carries negative sentiment 06:48 — Why the Federal Reserve won't be cutting rates anytime soon 10:03 — Stablecoin growth is mirroring the rise of meme stocks 12:15 — What could the US CLARITY Act mean for Bitcoin's price? 14:50 — Why VC money isn't essential for crypto anymore 16:45 — How retail traders can profit from AI agents 19:00 — Can Bitcoin actually fail? 21:00 — The biggest misconceptions people still have about crypto 25:10 — Why crypto investors are becoming impatient and greedy 27:30 — Is $1,000 better invested in Bitcoin or AI stocks right now? 29:50 — Don't start trading until Dogecoin breaks out 31:45 — Michael Saylor is betting money printing will continue 33:30 — What would US government Bitcoin accumulation mean for BTC? 35:30 — Should you trust crypto price predictions? 38:55 — How high can Bitcoin go in 2026?
41:24

🔥 Trade Secrets: Episode 1 Why is a macro investor with 30+ years of experience watching Dogecoin so closely? In Cointelegraph’s new show, Ciaran Lyons sits down with Wall Street veteran Jordi Visser to unpack why Dogecoin is his altcoin of choice. And what it could signal for the next market uptrend. 00:00 — Intro 00:57 — Does Bitcoin still have a chance of being 2026's best-performing asset? 01:34 — Is the AI boom helping or hurting crypto? 03:33 — Why Dogecoin is Jordi Visser's altcoin of choice 05:14 — Why crypto still carries negative sentiment 06:48 — Why the Federal Reserve won't be cutting rates anytime soon 10:03 — Stablecoin growth is mirroring the rise of meme stocks 12:15 — What could the US CLARITY Act mean for Bitcoin's price? 14:50 — Why VC money isn't essential for crypto anymore 16:45 — How retail traders can profit from AI agents 19:00 — Can Bitcoin actually fail? 21:00 — The biggest misconceptions people still have about crypto 25:10 — Why crypto investors are becoming impatient and greedy 27:30 — Is $1,000 better invested in Bitcoin or AI stocks right now? 29:50 — Don't start trading until Dogecoin breaks out 31:45 — Michael Saylor is betting money printing will continue 33:30 — What would US government Bitcoin accumulation mean for BTC? 35:30 — Should you trust crypto price predictions? 38:55 — How high can Bitcoin go in 2026?

Cointelegraph

75,942 görüntüleme • 1 ay önce

Over a trillion dollars worth of perps are traded every month, yet 99% people have never heard of them. This Law of Code episode is a multi-hour deep dive on perps, starting from the history of grain futures in Chicago to Friday's historic CFTC announcements. It took me months to put this together. My goal: the internet's most comprehensive explainer on perps. You'll hear from the world's leading experts on the legal layer of perps; Jake Chervinsky and Brad Bourque of Hyperliquid Policy Center, Brett Harrison of Architect, Katherine Kirkpatrick Bos, Ryne Miller 🇺🇸, Mike Frisch and David Shafer of Coinbase 🛡️. By the end of this episode, I promise you'll be in the top percentile for understanding perps, regardless of where you're starting from. (You just might need to listen twice. There's a lot here.) Timestamps: 0:00 Intro 4:04 What is a perp Brett Harrison 7:18 Why futures contracts exist 8:15 Liquidity fragmentation 11:01 History of U.S. futures Ryne Miller 🇺🇸 17:08 Richard Nixon, the gold standard and financial futures 21:27 Birth of the CFTC 24:27 Robert Shiller's 1992 paper Katherine Kirkpatrick Bos 30:09 Price convergence 32:00 The funding rate 43:41 Oracles and manipulation risk 47:39 Are perps swaps or futures? 52:44 A Mike Selig clip on perps 54:02 The DCM framework 59:16 DCMs, DCOs and FCMs explained 1:04:55 History of crypto perps (BitMEX) 1:13:00 How Hyperliquid works 1:25:41 CFTC's historic announcements on May 29, 2026 1:35:00 Fireside with Jake Chervinsky and Brad Bourque of Hyperliquid Policy Center Nothing in this podcast is legal or investment advice.
2:13:32

Over a trillion dollars worth of perps are traded every month, yet 99% people have never heard of them. This Law of Code episode is a multi-hour deep dive on perps, starting from the history of grain futures in Chicago to Friday's historic CFTC announcements. It took me months to put this together. My goal: the internet's most comprehensive explainer on perps. You'll hear from the world's leading experts on the legal layer of perps; Jake Chervinsky and Brad Bourque of Hyperliquid Policy Center, Brett Harrison of Architect, Katherine Kirkpatrick Bos, Ryne Miller 🇺🇸, Mike Frisch and David Shafer of Coinbase 🛡️. By the end of this episode, I promise you'll be in the top percentile for understanding perps, regardless of where you're starting from. (You just might need to listen twice. There's a lot here.) Timestamps: 0:00 Intro 4:04 What is a perp Brett Harrison 7:18 Why futures contracts exist 8:15 Liquidity fragmentation 11:01 History of U.S. futures Ryne Miller 🇺🇸 17:08 Richard Nixon, the gold standard and financial futures 21:27 Birth of the CFTC 24:27 Robert Shiller's 1992 paper Katherine Kirkpatrick Bos 30:09 Price convergence 32:00 The funding rate 43:41 Oracles and manipulation risk 47:39 Are perps swaps or futures? 52:44 A Mike Selig clip on perps 54:02 The DCM framework 59:16 DCMs, DCOs and FCMs explained 1:04:55 History of crypto perps (BitMEX) 1:13:00 How Hyperliquid works 1:25:41 CFTC's historic announcements on May 29, 2026 1:35:00 Fireside with Jake Chervinsky and Brad Bourque of Hyperliquid Policy Center Nothing in this podcast is legal or investment advice.

Jacob Robinson

156,401 görüntüleme • 2 ay önce

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers
1:03:42

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers

Bankless

178,311 görüntüleme • 10 ay önce

Is Bitcoin headed for a corporate takeover? @nic__carter joins Ram Ahluwalia CFA, Lumida, Austin Campbell, and Christopher Perkins 🦅🌎⚓️NYC on this week's Bits + Bips. They discuss: 🏢 BlackRock’s growing leverage over Bitcoin development 💀 The end of the VC-backed token cycle 🤖 Why AI may dwarf the industrial revolution 😴➡️💎 What “boring” crypto actually looks like Timestamps: 🚀 0:00 Introduction 📉 3:14 What caused the Feb. 5 crash across crypto and stocks 📊 13:18 Why the debasement trade was crowded for wrong reasons & how value investing is staging a comeback ⚛️ 17:25 What quantum skeptics are doing to Bitcoin sentiment 🏢 33:44 Why BlackRock may force a corporate takeover of Bitcoin 🗑️ 36:26 How 90% of 2025 token launches ended up as garbage 🔥 43:06 Why Kyle Samani walked away from Multicoin Capital 💀 50:07 Whether the VC-backed token era is finally over 🇯🇵 54:33 Why Japan's election gamble is lifting the Nikkei 🧠 55:41 Why AI is bigger than the industrial revolution, according to Nic
1:05:56

Is Bitcoin headed for a corporate takeover? @nic__carter joins Ram Ahluwalia CFA, Lumida, Austin Campbell, and Christopher Perkins 🦅🌎⚓️NYC on this week's Bits + Bips. They discuss: 🏢 BlackRock’s growing leverage over Bitcoin development 💀 The end of the VC-backed token cycle 🤖 Why AI may dwarf the industrial revolution 😴➡️💎 What “boring” crypto actually looks like Timestamps: 🚀 0:00 Introduction 📉 3:14 What caused the Feb. 5 crash across crypto and stocks 📊 13:18 Why the debasement trade was crowded for wrong reasons & how value investing is staging a comeback ⚛️ 17:25 What quantum skeptics are doing to Bitcoin sentiment 🏢 33:44 Why BlackRock may force a corporate takeover of Bitcoin 🗑️ 36:26 How 90% of 2025 token launches ended up as garbage 🔥 43:06 Why Kyle Samani walked away from Multicoin Capital 💀 50:07 Whether the VC-backed token era is finally over 🇯🇵 54:33 Why Japan's election gamble is lifting the Nikkei 🧠 55:41 Why AI is bigger than the industrial revolution, according to Nic

Laura Shin

10,625 görüntüleme • 6 ay önce