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NEW EP: The Aave Will Win Framework with Stani Kulechov Aave Labs is at its most critical crossroads proposing a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model. In today's episode, we sit down with Stani.eth of Aave to...

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The Rollup

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New Podcast with Aave founder Stani.eth just dropped: Aave is at a turning point - will the new proposal lead to innovation or chaos? Aave is navigating a pivotal moment with the recent "Aave will win" proposal. This initiative aims to redirect 100% of protocol revenue back to the Aave DAO, a move that many in the community have embraced. But with any major change comes scrutiny. Critics are questioning the governance structure, suggesting that Aave Labs may have too much influence. Stani Kulechov addresses these concerns, clarifying that no votes from Aave Labs swayed the outcome. Stani also discussed the 'Hub and Spoke' architecture of Aave V4, explaining how it will solve liquidity bootstrapping for developers and pave the way for Real World Assets (RWAs) like solar farms and GPUs. It’s clear that Aave is focused on growth and innovation. But will it be enough to keep Aave competitive in the evolving DeFi landscape? 👉 Watch the full interview below
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New Podcast with Aave founder Stani.eth just dropped: Aave is at a turning point - will the new proposal lead to innovation or chaos? Aave is navigating a pivotal moment with the recent "Aave will win" proposal. This initiative aims to redirect 100% of protocol revenue back to the Aave DAO, a move that many in the community have embraced. But with any major change comes scrutiny. Critics are questioning the governance structure, suggesting that Aave Labs may have too much influence. Stani Kulechov addresses these concerns, clarifying that no votes from Aave Labs swayed the outcome. Stani also discussed the 'Hub and Spoke' architecture of Aave V4, explaining how it will solve liquidity bootstrapping for developers and pave the way for Real World Assets (RWAs) like solar farms and GPUs. It’s clear that Aave is focused on growth and innovation. But will it be enough to keep Aave competitive in the evolving DeFi landscape? 👉 Watch the full interview below

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74,010 Aufrufe • vor 6 Monaten

Everyone's watching #Bitcoin and #altcoins bleed and calling crypto dead. Stani Kulechov looked at what actually happened and saw the opposite: "DeFi is this machinery that just keeps working in the background, regardless of market cycles." Stani Kulechov (Stani) is the founder of Aave and one of the people who built decentralized finance into what it is today. He joined me to explain why, while everyone was distracted, DeFi quietly grew up: "We went from DeFi is experimentation, to DeFi protocols are the future, to DeFi protocols are making revenue. We did almost 150 million in net revenue." We cover: - Why DeFi survived the crash: hundreds of millions in liquidations processed transparently, in minutes, while the protocols kept generating revenue - Why in five years we won't call it DeFi anymore; "it's going to be on-chain finance, or just finance" - When banks start using DeFi themselves, and why every new entry point deepens liquidity for everyone - Why #Ethereum is lagging: the L2 scaling choice, the trilemma, and the privacy layer it still needs before institutions arrive - Why governments have no incentive to protect your privacy, "it helps them stay in control" - Financing abundance: how tokenizing real-world assets could fund energy, compute and robotics the way JP Morgan once funded the railroads Thanks to Stani for coming on New Era Finance Podcast. Thanks to OKX for being today's sponsor of the show. Make sure to use their €400 Deposit Bonus with the link in the comment tweet. Timestamps: 00:00 - Current State of DeFi 03:30 - DeFi's Evolution 09:03 - The Future of On-Chain Finance 12:37 - Aave V4 16:15 - Monad and High Throughput Solutions 17:54 - Ethereum's Role 21:22 - Privacy in Finance 23:42 - The Aave App 26:31 - Differentiating Aave 28:35 - Looking Ahead 30:48 - The Importance of RWAs in Aave's Strategy 31:59 - A Vision for the Future of Finance
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Everyone's watching #Bitcoin and #altcoins bleed and calling crypto dead. Stani Kulechov looked at what actually happened and saw the opposite: "DeFi is this machinery that just keeps working in the background, regardless of market cycles." Stani Kulechov (Stani) is the founder of Aave and one of the people who built decentralized finance into what it is today. He joined me to explain why, while everyone was distracted, DeFi quietly grew up: "We went from DeFi is experimentation, to DeFi protocols are the future, to DeFi protocols are making revenue. We did almost 150 million in net revenue." We cover: - Why DeFi survived the crash: hundreds of millions in liquidations processed transparently, in minutes, while the protocols kept generating revenue - Why in five years we won't call it DeFi anymore; "it's going to be on-chain finance, or just finance" - When banks start using DeFi themselves, and why every new entry point deepens liquidity for everyone - Why #Ethereum is lagging: the L2 scaling choice, the trilemma, and the privacy layer it still needs before institutions arrive - Why governments have no incentive to protect your privacy, "it helps them stay in control" - Financing abundance: how tokenizing real-world assets could fund energy, compute and robotics the way JP Morgan once funded the railroads Thanks to Stani for coming on New Era Finance Podcast. Thanks to OKX for being today's sponsor of the show. Make sure to use their €400 Deposit Bonus with the link in the comment tweet. Timestamps: 00:00 - Current State of DeFi 03:30 - DeFi's Evolution 09:03 - The Future of On-Chain Finance 12:37 - Aave V4 16:15 - Monad and High Throughput Solutions 17:54 - Ethereum's Role 21:22 - Privacy in Finance 23:42 - The Aave App 26:31 - Differentiating Aave 28:35 - Looking Ahead 30:48 - The Importance of RWAs in Aave's Strategy 31:59 - A Vision for the Future of Finance

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NEW EP: Vance Spencer & Michael Anderson on The Neo Finance Bull Thesis A new category is being born, and 2026 will create crypto's Magnificent 7. In today's episode, we sit down with Vance Spencer & Michael Anderson of Framework Ventures to cover: -The Rise of Neo Finance -Tom Lee’s Massive ETH Call Position -Token Structure Clarity & Property Rights -Sky, Syrup & The 3-4 Assets Worth Owning -Why Equity Outcomes Are Surging -BMNR's Massive ETH Call Position -The Biggest Market Shift Happening Right Now Full episode links below. Timestamps: 00:00 Intro 01:17 Neo Finance 06:02 The NuFi Thesis 10:31 Stablecoins & Asset Management 13:30 infiniFi, Halliday, Kalshi Ads 14:39 2021 CeFi vs. 2025 NuFi 20:40 Token-Equity Dilemma 27:05 Investable Crypto Assets 32:56 YEET, Trezor, Hibachi Ads 35:00 The Mag 3-4 of Crypto 40:36 Bull Case: ETFs & Positioning
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NEW EP: Vance Spencer & Michael Anderson on The Neo Finance Bull Thesis A new category is being born, and 2026 will create crypto's Magnificent 7. In today's episode, we sit down with Vance Spencer & Michael Anderson of Framework Ventures to cover: -The Rise of Neo Finance -Tom Lee’s Massive ETH Call Position -Token Structure Clarity & Property Rights -Sky, Syrup & The 3-4 Assets Worth Owning -Why Equity Outcomes Are Surging -BMNR's Massive ETH Call Position -The Biggest Market Shift Happening Right Now Full episode links below. Timestamps: 00:00 Intro 01:17 Neo Finance 06:02 The NuFi Thesis 10:31 Stablecoins & Asset Management 13:30 infiniFi, Halliday, Kalshi Ads 14:39 2021 CeFi vs. 2025 NuFi 20:40 Token-Equity Dilemma 27:05 Investable Crypto Assets 32:56 YEET, Trezor, Hibachi Ads 35:00 The Mag 3-4 of Crypto 40:36 Bull Case: ETFs & Positioning

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New episode with Brandon Millman Donnie Dinch out now! Yano 🟪 We discuss: - Phantom's next chapter - Launching perps & CASH - Will Phantom IPO? - Scaling as a startup - Will Phantom launch a chain? - Competing with Robinhood, M&A and more! Timestamps: 00:00 Intro 03:59 Why Did Brandon Start Phantom? 12:05 Building For Crypto Users vs Normies 20:57 Ads (Zcash, Katana) 22:11 Launching Phantom CASH 27:26 How To Scale As a Startup 35:42 Launching Perps 47:12 Ads (Zcash, Katana) 48:26 How Does Phantom Generate Revenue? 53:16 The Next Chapter of Phantom 56:24 Phantom's Recent M&A 01:02:16 Ads (mantle) 01:03:15 Will Phantom Launch a Chain? 01:11:25 Prediction Markets 01:15:31 Will Phantom IPO? 01:21:01 Phantom Connect
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New episode with Brandon Millman Donnie Dinch out now! Yano 🟪 We discuss: - Phantom's next chapter - Launching perps & CASH - Will Phantom IPO? - Scaling as a startup - Will Phantom launch a chain? - Competing with Robinhood, M&A and more! Timestamps: 00:00 Intro 03:59 Why Did Brandon Start Phantom? 12:05 Building For Crypto Users vs Normies 20:57 Ads (Zcash, Katana) 22:11 Launching Phantom CASH 27:26 How To Scale As a Startup 35:42 Launching Perps 47:12 Ads (Zcash, Katana) 48:26 How Does Phantom Generate Revenue? 53:16 The Next Chapter of Phantom 56:24 Phantom's Recent M&A 01:02:16 Ads (mantle) 01:03:15 Will Phantom Launch a Chain? 01:11:25 Prediction Markets 01:15:31 Will Phantom IPO? 01:21:01 Phantom Connect

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Robinhood is integrating DeFi rails behind the scenes. Institutional DeFi is hitting record adoption despite weak retail sentiment. Sid Powell explains how Maple Finance reached nearly $2 billion in active loans during a bear market, and how neobanks and traditional asset managers are driving global adoption. FT John Gillen - WartimeEthereum.eth Sid Powell 🥞 Tune in to know more ⏱TIME POINTS⏱ 00:00 - Intro 01:28 - Institutional Bull Market vs Retail Bear Market 04:26 - Record Loan Growth And On-Chain Yield Demand 06:48 - How Maple Finance Is Different From Aave And Morpho 09:35 - Co-opetition: Maple Vs The DeFi Ecosystem 12:02 - Maple's Robinhood Chain Partnership 14:50 - The Focus On Growing On-Chain Capital Markets 17:45 - The DeFi Mullet Framework: What's Next? 20:18 - Sponsor: Securitize 20:56 - Sponsor: Bitget 21:28 - How Protocol Revenue Flows To The SYRUP Token 24:37 - New Tokenomics: Rules-Based Buyback Program 28:11 - What Happens To SYRUP Tokens After The Buyback? 30:01 - Maple's Alignment With The SYRUP Token 33:31 - Long-Term Value Drivers For On-Chain Asset Management 36:53 - Crypto Industry Outlook For H2 2026
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In episode 25 of Launch Pad, I talk to Charles Allen, Charles Allen (charlesallen.eth) 🐢🦄, CEO of BTCS - an Ether treasury company. Charles talks about: - working in the early days of Bitcoin - pivoting to Ethereum - staking with Rocket Pool - what sets BTCS apart from DATs and much more! Check Linktree in the bio for links to watch/listen elsewhere. Chapters 00:00 Introduction to Charles Allen and BTCS 03:02 Charles Allen's Engineering Background and Early Career 05:26 Transition to Crypto and BTCS's Origins 11:10 Challenges and Strategies in Early BTCS 13:02 Pivoting to Bitcoin Mining 18:58 Developing a Digital Asset Strategy 21:07 Exploring Ethereum and Its Potential 25:08 Public Perception of Bitcoin and Crypto 29:48 The Boom of 2017 and M&A Deals 33:03 Navigating the Staking Landscape 36:50 Communicating Risks to Investors 38:06 Exploring Revenue Strategies 41:11 Regulatory Challenges in Staking 43:41 The SEC's Impact on Operations 50:07 Innovations with Rocket Pool 59:01 The Evolution of Digital Asset Treasury Strategies 01:04:32 Navigating Market Dynamics and Shareholder Interests 01:07:07 Investor Focus: Beyond Stock Prices 01:08:58 Leveraging DeFi: The Aave Strategy Explained 01:14:39 SEC Ruling Impact: Opportunities for Liquid Staking Tokens 01:18:53 The Future of Rocket Pool and Ethereum 01:22:56 The Evolution of Blockchain and Institutional Adoption 01:27:00 Ethereum's Role in the Future of Finance 01:32:37 Looking Ahead: BTCS's Strategic Vision 01:34:11 Personal Reflections: The Journey and Future Aspirations

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how to build, launch and grow your startup: complete basics that every founder learns by accident 00:00 Intro to building 00:14 The build-measure-learn loop 04:12 What makes a good one-liner 05:40 Rewriting bad one-liners 08:43 Billboards: the Monaco trick 10:12 Set a specific 5-week goal 13:43 Goals that never end will break you 15:42 Intro to Content 18:15 Why luck is the real product 25:03 Fix your bio right now 28:24 Cheat sheet for viral launches 30:49 Step 1: Find 10 strangers (not founders) 33:07 Step 2: The "oh, that makes sense" moment 34:26 Step 3: A visually clear use case 42:29 The $100 launch video that hit 4M 46:04 Context in the first 2 seconds 48:15 Writing with an eraser 51:11 Framework 1: Comparison 54:29 Framework 2: Antagonist 56:01 Framework 3: The Gap 59:37 Be the world's leading expert 01:06:42 Steal your customer's FYP 01:11:47 The 25-video spreadsheet 01:19:36 Intro to Growth 01:21:32 The only metric that matters 01:23:20 Why 1M LP hits is bad growth 01:26:53 The #1 rule on user calls 01:27:15 The AI realtor story 01:34:19 Why Reddit beats Twitter 01:40:15 The landing page that turns pink
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how to build, launch and grow your startup: complete basics that every founder learns by accident 00:00 Intro to building 00:14 The build-measure-learn loop 04:12 What makes a good one-liner 05:40 Rewriting bad one-liners 08:43 Billboards: the Monaco trick 10:12 Set a specific 5-week goal 13:43 Goals that never end will break you 15:42 Intro to Content 18:15 Why luck is the real product 25:03 Fix your bio right now 28:24 Cheat sheet for viral launches 30:49 Step 1: Find 10 strangers (not founders) 33:07 Step 2: The "oh, that makes sense" moment 34:26 Step 3: A visually clear use case 42:29 The $100 launch video that hit 4M 46:04 Context in the first 2 seconds 48:15 Writing with an eraser 51:11 Framework 1: Comparison 54:29 Framework 2: Antagonist 56:01 Framework 3: The Gap 59:37 Be the world's leading expert 01:06:42 Steal your customer's FYP 01:11:47 The 25-video spreadsheet 01:19:36 Intro to Growth 01:21:32 The only metric that matters 01:23:20 Why 1M LP hits is bad growth 01:26:53 The #1 rule on user calls 01:27:15 The AI realtor story 01:34:19 Why Reddit beats Twitter 01:40:15 The landing page that turns pink

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SINGAPORE SPECIAL: Trump’s Fed Takeover Will Send Bitcoin to $250K with Arthur Hayes I sat down with Arthur Hayes at Token2049 to unpack his thesis for why Bitcoin could hit $250K by year-end. It all starts with Trump’s secret plan to take control of the Federal Reserve. In today's episode, Arthur explains how the next financial regime shift plays out, covering: • How Trump seizes control of the Fed • Why Lisa Cook is the final domino • Yield Curve control & regional banking strategy • HyperLiquid vs. Binance: the perpetual wars • Stablecoins as global dollar bank accounts • Why salary earners lose in a hyper-financialized world • Bitcoin’s $250K setup • France Exit from the EU? Full episode links below. Timestamps: 00:00 Intro 00:50 Presidential Poker Explained 02:57 Trump’s Secret Weapon Against the Fed 05:27 The Hidden Math Behind Stablecoin Explosions 08:24 HyperLiquid Bull Case & Exit Strategy 10:30 Talus, Hibachi, Recall Ads 13:59 When Everything Becomes Money, Nothing Is 15:11 Neobank Wars: EtherFi vs Plasma 19:20 The Fed’s Money Printer Has a Fatal Flaw 21:23 Enso, Relay Ads 22:01 The “333 Rule” That Breaks Every Economy 23:29 America’s Empire Is Collapsing 29:50 Bitcoin’s $250K Path 32:21 France Is Quietly Preparing to Abandon the Euro

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Dianne Penn is Head of Product for Research and Labs at Anthropic. She joined in 2023 as their first technical PM (when there were just five product engineers) and has helped ship every Claude model from Claude 2 to Mythos. We discuss: 02:31 Early Anthropic 08:55 The two biggest inflections 13:50 Inside the exponential 20:02 Token maxing 23:30 Anthropic Labs and the incubation model 27:30 How the AI research role works 31:35 How to become a top AI researcher 35:18 Frontier model safeguards 39:38 Hiring in the AI era 44:16 Building evals 47:48 Evals are the new PRDs 49:55 The importance of hands-on leadership 52:46 Finding joy in AI 58:10 How Dianne uses Claude 01:01:05 Avoiding overreliance on AI 01:03:50 The constitution that makes Claude better 01:07:11 AI writing and verification 01:11:40 Where human brains will continue to be valuable 01:14:10 Navigating AI with kids 01:16:26 Alignment, the future of the PM role, and burnout 01:21:54 Lightning round and final thoughts

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157,470 Aufrufe • vor 1 Monat

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INTERVIEW: Why $VVV at $17 is cheap, w/ Yan Liberman If the TAM for inference is ~$200B, what's the TAM for Private Inference? David Hoffman chats with Yan Liberman about - Why Venice is crypto AI’s clearest revenue story - How he values $VVV - How Venice serves agentic inference - Why AI agents need $DIEM [TIMESTAMPS] 0:00 Intro 1:40 Privacy Guarantees Explained 5:01 Who Needs Private Inference? 9:25 A Privacy Use Case 10:19 Venice’s Privacy Tiers 12:31 Growth Surges After New Plans 20:29 Inference Reseller Economics 23:39 Why Revenue Is Hard to Know 28:11 Token Value & Trust 32:07 Erik Voorhees & Alignment 33:52 Venice’s Unique Product Edge 37:34 Adult Content Demand 41:18 Permissionless Agentic Inference 44:56 Bear Cases for Venice 49:12 How to Value VVV 51:46 Is VVV Undervalued? 56:10 Closing & Disclaimers

Bankless

107,750 Aufrufe • vor 4 Monaten

EXCLUSIVE: How To Earn Real Bitcoin Yield Without Impermanent Loss with Michael Egorov Impermanent loss: crypto's most misnamed problem that has permanently damaged countless LP portfolios. In today's episode, & Wayne Sim sit down with Curve Finance founder, Michael Egorov to cover: > The Math Behind Impermanent Loss > How Yield Basis "Squares the Square Root" > Why Constant Leverage Changes Everything > Bitcoin's Ideal Volatility Profile > The New Token Model That Lets Users Choose Real Yield Full episode links below. Timestamps: 00:00 Intro 00:38 Magic Ad 00:54 DeFi Liquidity Basics 05:40 Curve Early Days 11:07 DeFi Summer with Andre Cronje 14:53 UST Crash Warning 19:11 Curve Wars Explained 22:34 Fixing Impermanent Loss 27:43 Yield Basis Design 33:21 Bitcoin's Stable Side 37:00 Using yieldbasis 37:54 Frax Ad 44:56 Admin Fee Breakdown 56:07 Why Crypto Matters 58:43 Launch Plans
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EXCLUSIVE: How To Earn Real Bitcoin Yield Without Impermanent Loss with Michael Egorov Impermanent loss: crypto's most misnamed problem that has permanently damaged countless LP portfolios. In today's episode, & Wayne Sim sit down with Curve Finance founder, Michael Egorov to cover: > The Math Behind Impermanent Loss > How Yield Basis "Squares the Square Root" > Why Constant Leverage Changes Everything > Bitcoin's Ideal Volatility Profile > The New Token Model That Lets Users Choose Real Yield Full episode links below. Timestamps: 00:00 Intro 00:38 Magic Ad 00:54 DeFi Liquidity Basics 05:40 Curve Early Days 11:07 DeFi Summer with Andre Cronje 14:53 UST Crash Warning 19:11 Curve Wars Explained 22:34 Fixing Impermanent Loss 27:43 Yield Basis Design 33:21 Bitcoin's Stable Side 37:00 Using yieldbasis 37:54 Frax Ad 44:56 Admin Fee Breakdown 56:07 Why Crypto Matters 58:43 Launch Plans

The Rollup

52,798 Aufrufe • vor 1 Jahr

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 Aufrufe • vor 1 Jahr