Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

LIVE NOW - How Futarchy Ends the Rug Pull Era Futarchy flips token governance on its head. Decisions aren’t voted on, they’re traded on. We got Felipe Montenegro (Felipe Montealegre) and Proph3t, co-founder of MetaDAO on the podcast to explore how market-driven governance can eliminate rug pulls. Futarchy is...

Bankless's profile picture

Bankless

329,361 subscribers

54,146 görüntüleme • 9 ay önce •via X (Twitter)

Bilim & TeknolojiHaberler & PolitikaFinans
LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

a new MetaDAO ICO for Umbra goes live monday, so this feels like the right time to go over the concepts and everything futarchy watch this to learn about how it all works, track record, and why you should be paying attention to the "Unruggable ICOs" ⏰Timestamps⏰ 00:00 Introduction to MetaDAO and ICOs 00:15 Key Figures in MetaDAO 01:01 Understanding Token and Governance 01:52 Token's Market Performance 02:43 Investment Strategies and Trading Tips 04:50 ICOs on MetaDAO: Success Stories and Lessons 09:17 Future of MetaDAO and Legal Structures 14:30 Final Thoughts
15:36

a new MetaDAO ICO for Umbra goes live monday, so this feels like the right time to go over the concepts and everything futarchy watch this to learn about how it all works, track record, and why you should be paying attention to the "Unruggable ICOs" ⏰Timestamps⏰ 00:00 Introduction to MetaDAO and ICOs 00:15 Key Figures in MetaDAO 01:01 Understanding Token and Governance 01:52 Token's Market Performance 02:43 Investment Strategies and Trading Tips 04:50 ICOs on MetaDAO: Success Stories and Lessons 09:17 Future of MetaDAO and Legal Structures 14:30 Final Thoughts

Seb Monty

23,925 görüntüleme • 9 ay önce

🎙️ New The Edge Podcast 🐻 Why The Token Bear Market Is Ending | Theia on Valuations, Token Rights, and Contrarian Investing 0:00 - Intro 2:00 - Who is Theia? 4:02 - AI tools accelerating research 10:37 - Mental models for investing 18:46 - The 4-year token bear market 24:15 - Tokenholder rights: Why they matter 28:37 - Thoughts on Across token buyout 32:08 - Signs liquid token bear market is ending 35:23 - Do you believe in the four-year cycle? 39:19 - What is MetaDAO and futarchy? 49:56 - What Theia looks for in liquid tokens 56:18 - The bear is where you make money 58:12 - The case for high integrity founders 1:01:14 - Real RWAs vs. narrative RWAs 1:04:40 - Why we need underwriters, not engineers 1:06:35 - The investment manager of the future 1:11:28 - Why some VCs pivot away from crypto 1:16:57 - Why being contrarian and right matters 1:21:25 - Finding edge when DeFi is all duopolies 1:26:35 - Closing 🙏 Thanks to Felipe Montealegre Founder & CIO Felipe Montealegre for joining us!
1:27:40

🎙️ New The Edge Podcast 🐻 Why The Token Bear Market Is Ending | Theia on Valuations, Token Rights, and Contrarian Investing 0:00 - Intro 2:00 - Who is Theia? 4:02 - AI tools accelerating research 10:37 - Mental models for investing 18:46 - The 4-year token bear market 24:15 - Tokenholder rights: Why they matter 28:37 - Thoughts on Across token buyout 32:08 - Signs liquid token bear market is ending 35:23 - Do you believe in the four-year cycle? 39:19 - What is MetaDAO and futarchy? 49:56 - What Theia looks for in liquid tokens 56:18 - The bear is where you make money 58:12 - The case for high integrity founders 1:01:14 - Real RWAs vs. narrative RWAs 1:04:40 - Why we need underwriters, not engineers 1:06:35 - The investment manager of the future 1:11:28 - Why some VCs pivot away from crypto 1:16:57 - Why being contrarian and right matters 1:21:25 - Finding edge when DeFi is all duopolies 1:26:35 - Closing 🙏 Thanks to Felipe Montealegre Founder & CIO Felipe Montealegre for joining us!

DeFi Dad ⟠ defidad.eth

24,329 görüntüleme • 4 ay önce

LIVE NOW - Is The Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto Joey Krug (Founders Fund partner, former Pantera Capital 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: - The prediction markets breakout (and why Polymarket finally found product-market fit). - The coming regulatory fights around market structure and “insider” edges. - What’s next for founders building in a post-cypherpunk, distribution-first phase of crypto. Enjoy the episode! -------------- 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
1:23:50

LIVE NOW - Is The Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto Joey Krug (Founders Fund partner, former Pantera Capital 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: - The prediction markets breakout (and why Polymarket finally found product-market fit). - The coming regulatory fights around market structure and “insider” edges. - What’s next for founders building in a post-cypherpunk, distribution-first phase of crypto. Enjoy the episode! -------------- 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

Bankless

12,983 görüntüleme • 7 ay önce

LIVE NOW - From TradFi to Internet Finance: A New Era of Global Capital | Felipe Montealegre Felipe Montealegre, co-founder of Thea Capital, joins us to unpack a new vision for global finance—what he calls the Internet Financial System. Felipe makes the case that today's financial world still runs on siloed, permissioned databases—slow, expensive, and riddled with gatekeepers. But blockchains and smart contracts offer something radically different: a unified, open system where capital can move efficiently across borders and property rights are stronger than ever. This episode is a must-listen for anyone wondering how crypto is building the financial infrastructure of the 21st century. -------------- TIMESTAMPS 0:00 Intro 5:29 Internet Financial Systems 12:03 Frictions in Financial Systems 20:33 Innovations in Internet Financial Systems 28:42 Server with Laws 40:02 Incompatibilities within Systems 50:17 Absence of Financial Laws 57:34 Potential of Finance in Crypto 1:09:59 Server Compatibility with Governments 1:16:18 Different Laws for Investing in Crypto 1:26:26 Building Protocols 1:29:52 Closing & Disclaimers
1:33:31

LIVE NOW - From TradFi to Internet Finance: A New Era of Global Capital | Felipe Montealegre Felipe Montealegre, co-founder of Thea Capital, joins us to unpack a new vision for global finance—what he calls the Internet Financial System. Felipe makes the case that today's financial world still runs on siloed, permissioned databases—slow, expensive, and riddled with gatekeepers. But blockchains and smart contracts offer something radically different: a unified, open system where capital can move efficiently across borders and property rights are stronger than ever. This episode is a must-listen for anyone wondering how crypto is building the financial infrastructure of the 21st century. -------------- TIMESTAMPS 0:00 Intro 5:29 Internet Financial Systems 12:03 Frictions in Financial Systems 20:33 Innovations in Internet Financial Systems 28:42 Server with Laws 40:02 Incompatibilities within Systems 50:17 Absence of Financial Laws 57:34 Potential of Finance in Crypto 1:09:59 Server Compatibility with Governments 1:16:18 Different Laws for Investing in Crypto 1:26:26 Building Protocols 1:29:52 Closing & Disclaimers

Bankless

12,712 görüntüleme • 1 yıl önce

LIVE NOW - The Holy Grail of Crypto Privacy: Encrypted Ethereum, FHE & Living Forever Ethereum is transparent by design, and that’s a problem if you don’t want your entire financial life on display. Rand , co-founder of Zama, joins us to explain how fully homomorphic encryption (FHE) can turn Ethereum into an encrypted, confidential blockchain where contracts stay composable and UX feels exactly the same. -------------- TIMESTAMPS 0:00 Intro 0:24 Why Are Blockchains Public? 9:11 Privacy vs Confidentiality 11:13 Zama: Privacy on Ethereum 15:05 Fully Homomorphic Encryption (FHE) 19:34 Multi-Party Computation (MPC) 23:50 FHE vs ZK 37:25 FHE Critiques 40:08 Nation State Attacks 45:58 Combining ZK & FHE 49:20 Privacy Season 51:39 Compliance 1:00:18 Zama 1:04:03 Confidential Tokens 1:08:12 How it Works 1:11:30 Zama Token & Protocol 1:14:09 Privacy Competitors 1:17:36 Fhenix 1:19:46 Rand’s Background 1:23:07 AI Privacy 1:26:42 Longevity 1:33:01 Crypto & Privacy in 2026 1:33:33 Closing & Disclaimers
1:34:16

LIVE NOW - The Holy Grail of Crypto Privacy: Encrypted Ethereum, FHE & Living Forever Ethereum is transparent by design, and that’s a problem if you don’t want your entire financial life on display. Rand , co-founder of Zama, joins us to explain how fully homomorphic encryption (FHE) can turn Ethereum into an encrypted, confidential blockchain where contracts stay composable and UX feels exactly the same. -------------- TIMESTAMPS 0:00 Intro 0:24 Why Are Blockchains Public? 9:11 Privacy vs Confidentiality 11:13 Zama: Privacy on Ethereum 15:05 Fully Homomorphic Encryption (FHE) 19:34 Multi-Party Computation (MPC) 23:50 FHE vs ZK 37:25 FHE Critiques 40:08 Nation State Attacks 45:58 Combining ZK & FHE 49:20 Privacy Season 51:39 Compliance 1:00:18 Zama 1:04:03 Confidential Tokens 1:08:12 How it Works 1:11:30 Zama Token & Protocol 1:14:09 Privacy Competitors 1:17:36 Fhenix 1:19:46 Rand’s Background 1:23:07 AI Privacy 1:26:42 Longevity 1:33:01 Crypto & Privacy in 2026 1:33:33 Closing & Disclaimers

Bankless

121,302 görüntüleme • 7 ay önce

LIVE NOW - The Next Chapter for with Co-Founder Alon alon, co-founder of @pumpdotfun, joins us to discuss the meteoric rise of their token launchpad platform, the controversial yet impactful role of memecoins in crypto, and the vision behind their newest product, PumpSwap. We dive deep into the cultural influence, sustainability mechanisms, and future possibilities for the memecoin launchpad ecosystem. -------------- TIMESTAMPS 0:00 Intro 7:09 PumpFun Inception 13:46 Post-Launch PumpFun 19:09 PumpFun’s Impact on Memecoins 23:25 Making Memecoins Less Extractive 28:32 PumpFun 4Chan Aesthetic 36:57 PumpFun Moderation 47:37 PumpFun’s Success 50:52 PumpSwap 59:12 Creator Revenue Sharing 1:02:09 PumpFun vs Radium 1:05:41 PumpFun’s Social Elements 1:08:19 Content, Attention & Markets 1:10:56 Future of Memecoins 1:13:11 Are Memecoins Evil? 1:17:44 PumpFun’s Mission 1:20:17 Why PumpFun x Bankless? 1:22:06 Closing & Disclaimers
1:23:01

LIVE NOW - The Next Chapter for with Co-Founder Alon alon, co-founder of @pumpdotfun, joins us to discuss the meteoric rise of their token launchpad platform, the controversial yet impactful role of memecoins in crypto, and the vision behind their newest product, PumpSwap. We dive deep into the cultural influence, sustainability mechanisms, and future possibilities for the memecoin launchpad ecosystem. -------------- TIMESTAMPS 0:00 Intro 7:09 PumpFun Inception 13:46 Post-Launch PumpFun 19:09 PumpFun’s Impact on Memecoins 23:25 Making Memecoins Less Extractive 28:32 PumpFun 4Chan Aesthetic 36:57 PumpFun Moderation 47:37 PumpFun’s Success 50:52 PumpSwap 59:12 Creator Revenue Sharing 1:02:09 PumpFun vs Radium 1:05:41 PumpFun’s Social Elements 1:08:19 Content, Attention & Markets 1:10:56 Future of Memecoins 1:13:11 Are Memecoins Evil? 1:17:44 PumpFun’s Mission 1:20:17 Why PumpFun x Bankless? 1:22:06 Closing & Disclaimers

Bankless

125,657 görüntüleme • 1 yıl önce

LIVE NOW - Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI Ben Lakoff and Arnav from BanklessVC 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, - Speculation. 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. -------------- 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
1:17:29

LIVE NOW - Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI Ben Lakoff and Arnav from BanklessVC 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, - Speculation. 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. -------------- 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

Bankless

12,404 görüntüleme • 6 ay 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 • 10 ay önce

E106: kain.inx : Why Crypto Is BROKEN in 2025 (beware of this) Kain Warwick is the Foudner Infinex , the crypto everything app Timestamps 0:00 Intro 2:31 Traveling with loved ones 4:25 Taking DeFi to the Next Level 5:56 Who is Kain? 7:22 Stage One Success, Stage Two Realization 11:03 Why Some Founders Quit 17:25 Traits of Successful Crypto Founders 23:22 Free diving 29:03 Is Free diving Worth the Risk? 34:04 The Danger of Consensus Thinking 42:16 Tokens vs. Tokenless Protocols 47:24 Celebrity Coins & Clout Chasing 52:43 Why Crypto's Market Structure is Broken 1:03:49 Fixing Crypto Market Incentives 1:05:13 What is Infinex? 1:08:18 Lifelong Believers vs. Casual Investors 1:09:35 Do NFTs Still Make Sense? 1:12:35 The Pudgy Penguins Effect 1:14:10 Life Beyond Financial Milestones 1:15:45 Dealing with Drug Addiction 1:22:41 Building Big Businesses while being an Addict 1:26:20 Happiness After Addiction 1:28:56 Fulfillment 1:34:04 Prediction for the Next 12 Months 1:39:03 Conclusion
1:40:03

E106: kain.inx : Why Crypto Is BROKEN in 2025 (beware of this) Kain Warwick is the Foudner Infinex , the crypto everything app Timestamps 0:00 Intro 2:31 Traveling with loved ones 4:25 Taking DeFi to the Next Level 5:56 Who is Kain? 7:22 Stage One Success, Stage Two Realization 11:03 Why Some Founders Quit 17:25 Traits of Successful Crypto Founders 23:22 Free diving 29:03 Is Free diving Worth the Risk? 34:04 The Danger of Consensus Thinking 42:16 Tokens vs. Tokenless Protocols 47:24 Celebrity Coins & Clout Chasing 52:43 Why Crypto's Market Structure is Broken 1:03:49 Fixing Crypto Market Incentives 1:05:13 What is Infinex? 1:08:18 Lifelong Believers vs. Casual Investors 1:09:35 Do NFTs Still Make Sense? 1:12:35 The Pudgy Penguins Effect 1:14:10 Life Beyond Financial Milestones 1:15:45 Dealing with Drug Addiction 1:22:41 Building Big Businesses while being an Addict 1:26:20 Happiness After Addiction 1:28:56 Fulfillment 1:34:04 Prediction for the Next 12 Months 1:39:03 Conclusion

MR SHIFT 🦁

88,930 görüntüleme • 1 yıl önce

LIVE NOW - Anthony Pompliano on Bitcoin, his portfolio for 2024, institutional adoption & crypto tribalism Anthony Pompliano 🌪 is an investor and media personality best known to the crypto community for his relentless Bitcoin evangelism. What's next with Bitcoin? Pomp's here with the breakdown Timestamps: 0:00 Intro 6:25 Bitcoin Halving 12:07 Institutional Adoption 24:08 $BTC ETF Aftermath 34:02 Institutional Dangers 41:49 #Bitcoin Evangelism 49:44 Culture Wars 1:03:47 US vs Crypto 1:13:46 Bear Market Learnings 1:16:35 Pomp’s Focus 1:23:04 Pomp’s Portfolio 1:27:48 Lightning Round 1:31:59 Closing & Disclaimers
1:33:15

LIVE NOW - Anthony Pompliano on Bitcoin, his portfolio for 2024, institutional adoption & crypto tribalism Anthony Pompliano 🌪 is an investor and media personality best known to the crypto community for his relentless Bitcoin evangelism. What's next with Bitcoin? Pomp's here with the breakdown Timestamps: 0:00 Intro 6:25 Bitcoin Halving 12:07 Institutional Adoption 24:08 $BTC ETF Aftermath 34:02 Institutional Dangers 41:49 #Bitcoin Evangelism 49:44 Culture Wars 1:03:47 US vs Crypto 1:13:46 Bear Market Learnings 1:16:35 Pomp’s Focus 1:23:04 Pomp’s Portfolio 1:27:48 Lightning Round 1:31:59 Closing & Disclaimers

Bankless

80,637 görüntüleme • 2 yıl önce

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing
1:26:22

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing

Patrick OShaughnessy

163,516 görüntüleme • 1 yıl önce

LIVE NOW - We’re Still Early to The Institutional Crypto Cycle | Eric Peters, CIO Coinbase Asset Management Eric Peters, CIO of Coinbase Asset Management joins RYAN SΞAN ADAMS - rsa.eth 🦄 to chart how crypto matured to today’s institutional market with deep liquidity, ETF rails, and stablecoin clarity. They unpack why Wall Street is leaning in, why the next wave is digitally native issuance of treasuries, bonds, and equities on Ethereum, and how macro tailwinds (fiscal dominance, Fed–Treasury convergence, AI-driven productivity) intersect with crypto’s reflexivity. -------------- TIMESTAMPS 0:00 Intro 5:55 Throwback to 2020 9:29 Institutional Infra: Before & After 11:47 Institutional Adoption: Before & After 15:57 TradFi ETF Incentives 19:07 Did Crypto Become Consensus? 22:45 Balancing Conviction & Change of Opinion 28:20 The Story of Money 33:19 Institutional Understanding 37:57 Is Crypto Too Big to be Shut Down? 43:44 Operation Chokepoint Takeaways 49:18 Crypto Regulation 180 56:13 Working with Different Jurisdictions 1:04:05 The Future of Tokenization 1:10:10 Crypto ETFs Aftermath 1:18:32 How High Can Crypto Go? 1:32:23 Treasury Companies 1:38:27 Eric’s Macro Trades 1:44:18 What Could Go Wrong? 1:48:04 Coinbase Asset Management 1:53:34 What’s Next? 1:54:52 Closing
1:55:55

LIVE NOW - We’re Still Early to The Institutional Crypto Cycle | Eric Peters, CIO Coinbase Asset Management Eric Peters, CIO of Coinbase Asset Management joins RYAN SΞAN ADAMS - rsa.eth 🦄 to chart how crypto matured to today’s institutional market with deep liquidity, ETF rails, and stablecoin clarity. They unpack why Wall Street is leaning in, why the next wave is digitally native issuance of treasuries, bonds, and equities on Ethereum, and how macro tailwinds (fiscal dominance, Fed–Treasury convergence, AI-driven productivity) intersect with crypto’s reflexivity. -------------- TIMESTAMPS 0:00 Intro 5:55 Throwback to 2020 9:29 Institutional Infra: Before & After 11:47 Institutional Adoption: Before & After 15:57 TradFi ETF Incentives 19:07 Did Crypto Become Consensus? 22:45 Balancing Conviction & Change of Opinion 28:20 The Story of Money 33:19 Institutional Understanding 37:57 Is Crypto Too Big to be Shut Down? 43:44 Operation Chokepoint Takeaways 49:18 Crypto Regulation 180 56:13 Working with Different Jurisdictions 1:04:05 The Future of Tokenization 1:10:10 Crypto ETFs Aftermath 1:18:32 How High Can Crypto Go? 1:32:23 Treasury Companies 1:38:27 Eric’s Macro Trades 1:44:18 What Could Go Wrong? 1:48:04 Coinbase Asset Management 1:53:34 What’s Next? 1:54:52 Closing

Bankless

24,424 görüntüleme • 11 ay önce

LIVE NOW -- One Billion AI Agents | ai16z's Shaw Shaw (spirit/acc), creator of ai16zdao, eliza - ai16z mascot, & Placeholder joins David Hoffman & Ejaaz on the podcast. The three discuss 👇 TIMESTAMPS 0:00 Intro 8:05 Who is Shaw & Eliza Framework 18:57 Goals of ai16z & Marc AIndreessen 25:47 AI Agent North Star 31:20 AI-Powered Contributors & Fixing DAOs 38:49 찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI 🛡️ vs. Marc AIndreessen 52:02 What is ai16z? 56:51 DAO Governance 1:00:34 Eliza Framework Story & Success 1:03:55 Advice to New AI Agent Builders 1:06:29 Other Top AI Agents 1:08:02 Agent Swarming & World Mind Explained 1:17:14 How & Where to Learn More 1:18:36 Closing & Disclaimers
1:19:39

LIVE NOW -- One Billion AI Agents | ai16z's Shaw Shaw (spirit/acc), creator of ai16zdao, eliza - ai16z mascot, & Placeholder joins David Hoffman & Ejaaz on the podcast. The three discuss 👇 TIMESTAMPS 0:00 Intro 8:05 Who is Shaw & Eliza Framework 18:57 Goals of ai16z & Marc AIndreessen 25:47 AI Agent North Star 31:20 AI-Powered Contributors & Fixing DAOs 38:49 찌 G 跻 じ MBA, CFA, FRM, CFP, NGMI, HFSP, HENTAI 🛡️ vs. Marc AIndreessen 52:02 What is ai16z? 56:51 DAO Governance 1:00:34 Eliza Framework Story & Success 1:03:55 Advice to New AI Agent Builders 1:06:29 Other Top AI Agents 1:08:02 Agent Swarming & World Mind Explained 1:17:14 How & Where to Learn More 1:18:36 Closing & Disclaimers

Bankless

56,729 görüntüleme • 1 yıl önce

LIVE NOW - Why Analysts Are Valuing ETH All Wrong How should we value L1 tokens in crypto? Today’s guest, Jonah of Skycatcher, introduces RSOV—“Realized Store of Value”—a new metric designed to fundamentally rethink how we evaluate Layer 1 assets like ETH, SOL, and BTC. In this episode, we explore why traditional models like DCF and REV fall short for monetary assets, how RSOV works, and why it may be a better way to understand crypto’s total addressable market. Tune in for a fresh perspective that could change how you analyze L1s forever. -------------- TIMESTAMPS 0:00 Intro 0:23 How to Value L1 Tokens 7:18 REV 20:32 L1 Tokens are Money 27:11 Payments vs SoV Use Case 36:13 TAM for Digital Money 41:45 BTC: Special Snowflake? 45:31 RSOV 1:03:17 REV vs RSOV 1:12:07 RSOV Valuations 1:18:27 RSOV Drivers 1:34:10 Future of RSOV 1:36:43 Skycatcher 1:38:55 Opportunities to Watch 1:40:46 Closing & Disclaimers
1:41:30

LIVE NOW - Why Analysts Are Valuing ETH All Wrong How should we value L1 tokens in crypto? Today’s guest, Jonah of Skycatcher, introduces RSOV—“Realized Store of Value”—a new metric designed to fundamentally rethink how we evaluate Layer 1 assets like ETH, SOL, and BTC. In this episode, we explore why traditional models like DCF and REV fall short for monetary assets, how RSOV works, and why it may be a better way to understand crypto’s total addressable market. Tune in for a fresh perspective that could change how you analyze L1s forever. -------------- TIMESTAMPS 0:00 Intro 0:23 How to Value L1 Tokens 7:18 REV 20:32 L1 Tokens are Money 27:11 Payments vs SoV Use Case 36:13 TAM for Digital Money 41:45 BTC: Special Snowflake? 45:31 RSOV 1:03:17 REV vs RSOV 1:12:07 RSOV Valuations 1:18:27 RSOV Drivers 1:34:10 Future of RSOV 1:36:43 Skycatcher 1:38:55 Opportunities to Watch 1:40:46 Closing & Disclaimers

Bankless

106,272 görüntüleme • 1 yıl önce

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 “Web 3.0” is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link ↓
1:22:45

NEW POD | EP 71 Where Does Crypto Go From Here? ft. qw & Imran Timestamps: 0:46 $LIBRA 6:23 4 Use Cases of Crypto 8:17 The End Goal for Payments 9:54 DePIN and Energy 12:12 Simplicity of Crypto 13:18 Crypto is Finance 14:43 “Web 3.0” is a Lie? 15:43 The Biggest Risk for Ethereum 16:16 Qiao on DeFi 18:19 Crypto AI Builders Pivoting Straight to AI 19:47 AI in Education 27:25 AI for Ad Creation 29:32 AI for Building dApps 31:51 Personalized Apps 32:49 "The Future is Personalization" 34:07 "Lazy People Will Get F**ked by AI" 35:08 AI in Gaming and Video Generation 36:54 NFTs Comeback with AI? 42:21 Verticalized Science AI 48:52 Startups Solving Capital Markets Problem 54:59 Criticizing Trump's Token Launch 59:19 "Crypto Twitter is imploding" 1:00:51 Reminiscing Good Times in Crypto 1:02:27 Promising Crypto Startups 1:04:15 AI Arms Race 1:06:26 Impact of AI on Startups 1:12:11 AI in B2B 1:15:52 Are Memecoins Dead? 1:16:11 Market Analysis 1:18:48 End of the Cycle or 1 More Pump? 1:20:13 Reflection on Early Crypto Ideals 1:21:05 Cypherpunk Ideologies Link ↓

Good Game

29,494 görüntüleme • 1 yıl önce

LIVE NOW - MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling MegaETH mainnet is live, kicking off a new frontier for Ethereum scaling: ultra-low latency, massive throughput, and an execution environment built to unlock apps that can’t exist on L1. Lei Yang Σ: & namik // mega-chef Σ: break down why Vitalik’s latest L2 framing validates “barbell” scaling, what users actually inherit from Ethereum (censorship resistance, exit guarantees, and fraud-proof security assumptions), and why stages + governance are harder than they look. -------------- TIMESTAMPS 0:00 Intro 0:41 Vitalik’s L2 Pivot Tweet 14:05 Property Rights on MegaETH 21:10 Stage 2 & Rollup Design 30:34 MegaETH’s Stress Test Numbers 40:42 MegaETH’s Throughput 47:02 Business Model 52:15 MEV 1:00:18 Other MegaETH Products 1:02:19 App Strategy 1:07:04 Mega Mafia 1:10:48 MegaETH x AI Agents 1:15:53 Mega Token 1:20:17 Mainnet Release 1:21:11 Closing & Disclaimers
1:22:17

LIVE NOW - MegaETH Mainnet is Live! — The Next Era of Ethereum Scaling MegaETH mainnet is live, kicking off a new frontier for Ethereum scaling: ultra-low latency, massive throughput, and an execution environment built to unlock apps that can’t exist on L1. Lei Yang Σ: & namik // mega-chef Σ: break down why Vitalik’s latest L2 framing validates “barbell” scaling, what users actually inherit from Ethereum (censorship resistance, exit guarantees, and fraud-proof security assumptions), and why stages + governance are harder than they look. -------------- TIMESTAMPS 0:00 Intro 0:41 Vitalik’s L2 Pivot Tweet 14:05 Property Rights on MegaETH 21:10 Stage 2 & Rollup Design 30:34 MegaETH’s Stress Test Numbers 40:42 MegaETH’s Throughput 47:02 Business Model 52:15 MEV 1:00:18 Other MegaETH Products 1:02:19 App Strategy 1:07:04 Mega Mafia 1:10:48 MegaETH x AI Agents 1:15:53 Mega Token 1:20:17 Mainnet Release 1:21:11 Closing & Disclaimers

Bankless

13,641 görüntüleme • 5 ay önce

LIVE NOW - Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' Zcash 🛡️ founder zooko🛡🦓🦓🦓 ⓩ joins Bankless to argue that privacy is back on the critical path, that 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. -------------- 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 is now Zodl 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
1:34:55

LIVE NOW - Zcash Founder on Privacy, AI, and How ZEC is 'Encrypted Bitcoin' Zcash 🛡️ founder zooko🛡🦓🦓🦓 ⓩ joins Bankless to argue that privacy is back on the critical path, that 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. -------------- 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 is now Zodl 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

Bankless

60,682 görüntüleme • 5 ay önce

1/ New episode – Providing Token holders with Real Economic Rights with Tom Curry from Soar Host: Connor Lovely 🎬 We discuss: - Senior-debt token issuance - Unifying equity and tokens - Crypto investor relations (IR) Timestamps: 00:00 - Introduction 00:25 - The Problem with Current Token Models 01:09 - The Importance of Branding in Crypto 03:05 - Thomas Curry's Background and Journey 04:41 - Token Buybacks and Market Dynamics 09:28 - SOAR's Innovative Approach to Token Issuance 14:17 - Case Study: CPT and SOAR's Debt Mechanism 20:40 - Understanding Token Dynamics 22:38 - Debt Mechanics Explained 26:01 - Founder Incentives and Market Dynamics 31:38 - Platform Launch and Vision 35:21 - Challenges in Crypto Investor Relations 37:10 - Future of Token and Equity Integration 41:17 - Final Thoughts and Contact Information Watch on other platforms below ⬇️
42:28

1/ New episode – Providing Token holders with Real Economic Rights with Tom Curry from Soar Host: Connor Lovely 🎬 We discuss: - Senior-debt token issuance - Unifying equity and tokens - Crypto investor relations (IR) Timestamps: 00:00 - Introduction 00:25 - The Problem with Current Token Models 01:09 - The Importance of Branding in Crypto 03:05 - Thomas Curry's Background and Journey 04:41 - Token Buybacks and Market Dynamics 09:28 - SOAR's Innovative Approach to Token Issuance 14:17 - Case Study: CPT and SOAR's Debt Mechanism 20:40 - Understanding Token Dynamics 22:38 - Debt Mechanics Explained 26:01 - Founder Incentives and Market Dynamics 31:38 - Platform Launch and Vision 35:21 - Challenges in Crypto Investor Relations 37:10 - Future of Token and Equity Integration 41:17 - Final Thoughts and Contact Information Watch on other platforms below ⬇️

Proof of Coverage | Tech’s Creative Agency

12,159 görüntüleme • 6 ay önce

🎙️ New The Edge Podcast 😱 The Mindset That Separates Crypto’s Best Investors 0:00 - Intro 7:01 - Brandon’s background at Accolade 12:16 - The archetype of crypto's best investors 14:33 - How the crypto investor landscape changed 18:35 - The evolution of capital markets 22:05 - Should TradFi frameworks apply to crypto? 26:00 - What's needed to attract more institutions? 30:26 - Making sense of memecoins 36:07 - Focus on what happens if it all goes right 41:14 - The thing about tokens for early stage teams 47:40 - What is Layer3? 48:29 - Who uses Layer3? 51:46 - L3 token utility and design 55:56 - Why Layer3 launched prediction markets 57:31 - Closing 🙏 Thanks to @layer3xyz CoFounder Brandon for joining us!
1:01:14

🎙️ New The Edge Podcast 😱 The Mindset That Separates Crypto’s Best Investors 0:00 - Intro 7:01 - Brandon’s background at Accolade 12:16 - The archetype of crypto's best investors 14:33 - How the crypto investor landscape changed 18:35 - The evolution of capital markets 22:05 - Should TradFi frameworks apply to crypto? 26:00 - What's needed to attract more institutions? 30:26 - Making sense of memecoins 36:07 - Focus on what happens if it all goes right 41:14 - The thing about tokens for early stage teams 47:40 - What is Layer3? 48:29 - Who uses Layer3? 51:46 - L3 token utility and design 55:56 - Why Layer3 launched prediction markets 57:31 - Closing 🙏 Thanks to @layer3xyz CoFounder Brandon for joining us!

DeFi Dad ⟠ defidad.eth

23,729 görüntüleme • 1 yıl önce