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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

270,862 subscribers

22,728 просмотров • 1 год назад •via X (Twitter)

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Фото профиля The Book of Ethereum 📘
The Book of Ethereum 📘1 год назад

📜💜 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

Фото профиля Kevin Henrikson
Kevin Henrikson1 год назад

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

Фото профиля Hann 🎒
Hann 🎒1 год назад

@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.

Фото профиля Nasu Capital
Nasu Capital1 год назад

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

Фото профиля Mr Samuel 🤍 (✸,✸)
Mr Samuel 🤍 (✸,✸)1 год назад

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

Фото профиля Antonio Yang DVM
Antonio Yang DVM1 год назад

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

Фото профиля Nathan Sexer | nethan.eth 🧉
Nathan Sexer | nethan.eth 🧉1 год назад

Nature is healing.

Фото профиля Circles
Circles1 год назад

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

Фото профиля EthCC - Ethereum Community Conference
EthCC - Ethereum Community Conference1 год назад

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! 🎉🙌

Фото профиля STRATO
STRATO1 год назад

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 🌐

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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.

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a16z crypto

44,755 просмотров • 7 месяцев назад

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Bankless

38,982 просмотров • 7 месяцев назад

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 просмотров • 4 месяцев назад

🔥 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 просмотров • 1 месяц назад

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 просмотров • 2 месяцев назад

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 просмотров • 10 месяцев назад

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 просмотров • 6 месяцев назад