RECENT EPISODES
Tue 22 SeptCarlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)In this episode, Carlos Domingo explores the transformative potential of tokenization, predicting a shift from billions to trillions in asset value. He discusses the SEC's proposal for modernizing transfer agents and the anticipated innovation exemption for tokenized securities. Domingo outlines three models for tokenizing shares and critiques Robinhood's focus on niche debt instruments, emphasizing the need for offerings that align with broader retail investor preferences.Sun 20 SeptEthena CEO: The Market Just Got 60x Bigger (Everything Changes)In this episode, the CEO of Ethena discusses the company's strategic repositioning to tap into a rapidly expanding institutional market, with RWAPAPs experiencing explosive growth from zero to $15 billion in open interest. The conversation highlights the dominance of Ethena's white label stablecoin business, which has effectively managed around $30 billion in flows, and the potential for stablecoins to reach a market capitalization of $3 trillion.Sat 19 SeptKevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)In this episode, Kevin O'Leary discusses his thesis that crypto is set to become the 12th sector of the S&P, highlighting its potential to serve all existing sectors. He shares his disciplined investment strategy, expressing skepticism about Ethereum's future while emphasizing the importance of efficient blockchains. O'Leary also predicts significant growth in digital assets and anticipates that regulatory clarity will emerge post-midterm elections, alongside a potential surge in Bitcoin's value if quantum computing challenges are addressed.Fri 18 SeptCircle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)In this episode, Circle CEO Jeremy discusses the transformative potential of an on-chain economy, emphasizing the importance of a unified financial system. He introduces ARC, a groundbreaking platform designed to enhance trust and interoperability across over 20 networks, positioning USDC as a central component for institutional transactions. The conversation highlights the rising stablecoin payment volumes and the need for asset tokenization, suggesting a resilient ecosystem poised for growth despite current market conditions.Wed 16 SeptWill Peck: How WisdomTree Went From $30M To Over $1 Billion Onchain (Full Breakdown)In this episode, Will Peck reveals how WisdomTree transformed from $30 million to over $1 billion in on-chain assets, driven by institutional capital and a focus on tokenization. He discusses the convergence of traditional finance and digital assets, highlighting the role of regulatory clarity and the SEC's framework in facilitating this growth. Peck also emphasizes the importance of enhancing the investor experience and predicts significant retail participation in tokenized markets as firms innovate in usability and infrastructure.Tue 15 SeptCMS Holdings: The Next Bull Market Is Upon Us (How To Position For Success)In this episode, the hosts discuss the current market sentiment and the potential for a new bull market, emphasizing the importance of maintaining long positions in assets rather than attempting to time market movements. They highlight the speculative nature of the altcoin market and the need for institutional investors to drive future growth in cryptocurrencies.Sun 13 SeptSam Kazemian & Raagulan Pathy: Why Neo Banks Are Quietly Selling Themselves (Full Interview)In this episode, Sam Kazemian and Raagulan Pathy discuss the rising importance of stable coins in the U.S. financial landscape, emphasizing their role in enhancing money transfer efficiency and driving demand for neobanking services. They explore the unbundling of banking services, the need for simplicity in financial management, and the impact of the current U.S. administration's policies on global market access.Sat 12 SeptJohn Gillen: Ethereum Will Fly From Here And Most Investors Aren't Ready (Here's Why)In this episode, John Gillen shares his bullish outlook on Ethereum, predicting its value could soar to $4,000 by year-end, driven by a recent market turnaround and the growing trend of tokenization embraced by Wall Street. He argues that Ethereum's robust network activity, reflected in high gas fees, positions it as a leading asset in the crypto space.Thu 10 SeptFelix Jauvin: Why The Fiat Debasement Trade Is Set To Explode Soon (Full Portfolio Construction)Felix Jauvin explores the imminent surge in the fiat debasement trade, emphasizing the critical role of upcoming SEC and CFTC regulations in fostering crypto innovation. He discusses the transformative potential of tokenized equities and exotic assets, which could enhance market access and liquidity. Jauvin also shares insights on Bitcoin's price trajectory, predicting significant institutional buying will drive it to new highs, while critiquing the current token landscape for its lack of meaningful value.Wed 9 SeptDan Held: SpaceX Will Hit $100 Trillion Market Cap In 20 Years (The Detailed Thesis)In this episode, Dan Held presents a bold thesis predicting that both Bitcoin and SpaceX will reach $100 trillion market caps in the next 20 years. He emphasizes Bitcoin's unique value proposition as a permissionless asset with a hard cap of 21 million coins, contrasting it with altcoins he views as speculative. Held also discusses SpaceX's potential to revolutionize telecommunications and the implications of its advancements for U.S.Mon 7 SeptArthur Hayes: Ethereum Will Outperform The Entire Market (It’s My Biggest Position)In this episode, Arthur Hayes argues that Ethereum will outperform the entire market, positioning it as his largest investment despite its negative perception. He anticipates a liquidity rally that could propel Bitcoin past its all-time high by year-end, while also discussing Japan's potential asset allocation shift favoring domestic investments. Hayes expresses skepticism about the AI narrative justifying government spending, advocating instead for a focus on digital assets as the crypto industry shows signs of recovery and maturation.Mon 7 SeptJake Chervinsky: Hyperliquid Is Set To Enter The US Market Imminently (Necessary Steps Explained)In this episode, Jake Chervinsky discusses Hyperliquid's imminent entry into the US market and the CFTC's consideration of this move. He highlights the advantages of Hyperliquid's perpetual futures as a superior derivative form and emphasizes the need for on-chain markets before potential regulatory changes in 2029.Sun 6 SeptSEC Crypto Chief Counsel: Robinhood Stock Tokens Are Just The Beginning (Our Pro-Innovation Mindset)In this episode, Taylor Lindman explores the transformative landscape of tokenization, particularly focusing on Robinhood's stock tokens as a precursor to broader innovations in the on-chain economy. He discusses the SEC's modernization of transfer agent rules, which aims to enhance market predictability and foster financial technology advancements. Lindman also highlights the proposed Red Crypto framework, which could provide startups with new avenues for fundraising while addressing the complexities of unregistered products and their market implications.Sun 6 SeptTaylor LindmanIn this episode, Taylor Lindman delves into the complexities of prescriptive regulation and its rapid obsolescence, particularly in the context of blockchain technology as a democratizing force in finance. He discusses the SEC's new transfer agent rule targeting issuer-sponsored tokens and the implications of tokenized equities, which can represent both equity and debt. Lindman also highlights the SEC's efforts to modernize regulations to accommodate digital assets and the potential for innovative fundraising mechanisms under the Red Crypto initiative.Sat 5 SeptRyan Watkins: Hyperliquid Will Dominate Global Finance (It’s Coming To USA)In this episode, Ryan Watkins discusses how Hyperliquid is set to revolutionize global finance by facilitating the trading of any asset with any collateral worldwide. With a remarkable run rate of $200 million and plans to enter the U.S. market, Hyperliquid is gaining market share against major competitors. Watkins also highlights the ongoing transition of traditional markets to on-chain systems and the rise of social trading, predicting significant growth and new financial opportunities in the blockchain space.Thu 3 SeptEmad Mostaque: AI Agents Just Broke Out On Their OwnIn this episode, Emad Mostaque discusses the transformative potential of AI agents, predicting their societal impact will surpass that of COVID. He highlights the rapid advancements in AI models, which he expects to become significantly faster and cheaper. Mostaque emphasizes the importance of public ownership of AI, foreseeing a future where robots dominate the economy and warns of the risks associated with biases in AI. He advocates for decentralized AI development and community-driven governance to ensure accountability and equitable access.Tue 1 SeptWill Clemente: Why The Hard Money Thesis Is Set To Explode Very Soon (Full Thesis)In this episode, Will Clemente discusses the imminent surge of the hard money thesis, particularly focusing on Bitcoin's potential price increase driven by structural demand for stablecoin issuance. He highlights the complexities of the current macroeconomic landscape, predicting a decrease in interest rates that will enhance Bitcoin's appeal as an alternative to traditional finance. Clemente also addresses the implications of recent market activities, including Michael Saylor's Bitcoin sales, and emphasizes the interconnectedness of stablecoins and the broader crypto market.Mon 31 AugPUMP Is The Most Mispriced Business In Crypto (Here's Why) with RockawayX CIO Austin BarackIn this episode, Austin Barack, CIO of RockawayX, makes a compelling case for why PUMP is one of the most mispriced businesses in the crypto market. He highlights PUMP's impressive daily revenue, which ranges from $800,000 to $1 million, with projections soaring to $15 million by 2027. Barack discusses the misconceptions surrounding meme coin trading and PUMP's strategic diversification into social trading, while also addressing the broader crypto landscape and the potential for innovative financial models as regulatory clarity emerges.Fri 28 AugSuperstate CEO: How Stablecoins Are Setting Up The Biggest Tokenization Boom Yet (Here's Why)In this episode, Robert Leshner discusses the burgeoning tokenization boom driven by stablecoins, highlighting the widespread acceptance of tokenized deposits among banks. He predicts that in 20 years, tokenized assets will be integral to financial institutions, while Superstate's FundOS platform aims to innovate tokenized funds, including mutual funds and ETFs. Leshner emphasizes the potential for DeFi to expand significantly as more traditional assets transition on-chain, suggesting a transformative shift in the financial landscape.Wed 26 AugGrayscale Research Lead: Privacy Assets Are The Final Frontier For Massive Upside (Our Predictions)In this episode, Zach discusses the pivotal role of Zcash in countering the growing AI surveillance state, highlighting its financial privacy features and resilience against quantum threats. He argues that Zcash, currently undervalued at less than 1% of Bitcoin's market cap, has significant potential to capture market share as it advances technically. The recent transition of Grayscale's Zcash product to an ETF is expected to enhance liquidity and foster the development of derivative markets, reinforcing Zcash's unique value proposition.Tue 25 AugAerodrome Co-Founder: What Coinbase Just Did Changes Everything (Here's Why)In this episode, the co-founder of Airdrome discusses how Coinbase's recent initiatives are reshaping the landscape of tokenized stocks and on-chain trading. Airdrome is emerging as a leading liquidity layer, achieving exceptional execution rates and surpassing traditional exchanges. The conversation highlights the potential for significant market growth, particularly in tokenized equities, and Airdrome's strategic positioning to capture billions in trading volume as the on-chain economy expands.Mon 24 AugCircle Head Of AI: Agents Are Already Eating All Of Finance (Writing Is On The Wall)In this episode, the discussion centers on the transformative impact of AI agents on the financial sector, highlighting the rapid adoption of the X402 protocol for online transactions. Circle's efforts to promote an open vision for agentic commerce are explored, alongside the challenges and opportunities presented by USDC for seamless payments. The episode also touches on the shift from subscription models to per-call payments, signaling a significant evolution in service monetization within the industry.Sat 22 AugARKInvest Digital Assets: The Next Bull Market Will Be The Biggest Ever (What We Expect)Lorenzo Valente of ARK Invest argues the next bull market will be the largest ever while recording during a bear market he describes as producing a record number of company and product shutdowns. He identifies stablecoins, real-world asset tokenization, and meme coin launchpads as the few pockets of genuine growth, while long-term L1 assets including Bitcoin, Ethereum, Solana, and Zcash sit 50 to 70 percent below highs.Fri 21 AugMert & Dev: Zcash Is About To Explode (Full Project Update)Deve, co-author of the foundational post-quantum recursion paper Fractal and a founding contributor to Tendermint, Cosmos, and Osmosis, joins Mert to explain why he chose to build Ballard Group around scaling Zcash to 50,000 or more transactions per second at sub-second finality within two to three years.Wed 19 AugUnderneath The Hood Of The Rapidly Growing Neobank Sector With Rain CTO Charles Yoo-NautRain CTO Charles Yoo-Naut explains how the neobank built stablecoin-native card infrastructure that settles in USDC every day of the year, collapsing the collateral requirements that traditional issuers carry over weekends and holidays. The conversation covers Rain's explosive growth from roughly 20 million dollars in monthly volume in early 2025 to a cumulative platform run rate exceeding a quarter billion dollars per month across more than 200 programs, including a Western Union partnership.Tue 18 AugAndy & Robbie: Do Token Buybacks Actually Work? (Full Data-Backed Breakdown)Andy and Robbie examine whether token buybacks actually deliver value, finding that only around 5% of all token projects both generate meaningful revenue and return any of it directly to the token itself. Tokens with active programmatic buybacks, including Hyperliquid, Pump.fun, and Lighter, have been the strongest performers over the past six to twelve months, though Andy cautions this outperformance may reflect a bear market price-floor effect rather than a universally superior capital allocation strategy.Mon 17 AugSharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)SharpLink has allocated $200 million to Lido as part of a broader $1.7 billion treasury strategy that treats Ethereum as a natively productive asset, staking nearly 100% of its ETH since last June and using the mid-2% staking rate as its risk-free benchmark. The wrapped stETH from Lido will fund a new Galaxy SharpLink fund, keeping the firm liquid and on-chain simultaneously.Fri 14 AugNPC Labs CEO: The Biggest Shift In AI Is Happening In Front Of Your Eyes (Everything You Need To Know)Darrell, CEO of NPC Labs and core contributor to the B3 ecosystem, joins the episode to take B3 IQ out of stealth, a platform that lets startups, researchers, and individual investors own GPU hardware rather than rent it. His central argument is a rent-versus-buy comparison showing that renting an H200 node costs roughly 400,000 dollars over two years with nothing retained, while buying the same node outright costs the same and leaves a physical asset.Wed 12 AugBitwise: Why Institutions Are Buying Ethereum For The Long Haul (Majors vs. Apps)Bitwise's Matt Hougan makes the case that Bitcoin has absorbed a series of negative catalysts including the ByBit hack and the CLARITY Act failing without breaking down further, interpreting the shallower roughly 55 percent drawdown compared to prior cycle lows of 70 to 80 percent as evidence of a market bottom and a path back to 100,000 dollars within months.Tue 11 Augzerohash CEO: Wall Street's Biggest Are All In On Tokenization (What This Means)Zero Hash CEO Edward Woodford joins the show to explain why major financial institutions have shifted from caution to aggression on stablecoins, with firms like BlackRock, Morgan Stanley, Visa, and Stripe now treating the technology as a way to expand their own economics rather than defend against disruption.Mon 10 AugVanEck Research Head: Why This Isn't The AI Bubble Everyone Fears (Here's Why)Matthew Siegel of VanEck argues that the current AI infrastructure buildout is not a repeat of speculative bubbles because Amazon, Google, Microsoft, and Oracle hold more than two trillion dollars in contracted backlog with customer prepayments and multi-year durations underwriting data center financing. Siegel draws a parallel to the nineteenth-century railroad boom but highlights that AI data centers generate revenue immediately upon grid connection, unlike railroads requiring synchronized global networks.Sun 9 AugJesse Pollak: Base Is Winning Trading, Stablecoins, And Payments (The Numbers Prove It)Jesse Pollak joins the show to make the case that Base is outpacing every other blockchain ecosystem, with TVL up 35 percent since the start of 2025 while competitors are down, and Bitcoin and Ethereum trading more on Base than on any other chain from a spot perspective.Sun 9 AugCLARITY Final Countdown With Jesse Pollak, Haseeb, Santiago Santos, Katherine Kirkpatrick Bos & Olivia Vande WoudeWith a cloture vote on the CLARITY Act failing to materialize around August 6th and passage looking unlikely, guests debated whether SEC rulemaking under Chair Atkins could substitute for legislation, with Katherine Kirkpatrick Bos arguing it cannot because administrative guidance is far easier to reverse than statute.Fri 7 AugHaseeb Qureshi: Why The Market Doesn't Care About CLARITY (Here's Why)Haseeb Qureshi makes the case that the CLARITY Act is essentially irrelevant to crypto asset prices, pointing out that Polymarket odds on passage collapsed from roughly 80 percent in February to 15 percent at recording with no visible market reaction across Bitcoin, ETH, or altcoins. He argues the Genius Act matters far more because regulatory permission to issue stablecoins is already galvanizing companies like Klarna and Stripe to launch products without waiting for finalized rules.Thu 6 AugCody Carbone: We've Never Been This Close To CLARITY (Full Breakdown)Cody Carbone, negotiating in real time with Republicans, Democrats, the White House, and Treasury, argues the 616-page market structure bill is the closest crypto legislation has come to passage in nearly a decade, comparing its significance to the Securities Act of the 1930s. The central obstacle is ethics language that satisfies Democrats without losing Trump, while Senate math requires 10 Democratic crossovers to reach the 60-vote cloture threshold.Wed 5 AugEleanor Terrett: Why CLARITY Is Likely To Happen This Year (Detailed Explanation)Fox Business reporter Eleanor Terrett breaks down the legislative mechanics and political fault lines surrounding the CLARITY Act, explaining why passage before August recess is nearly impossible given that Republicans hold roughly 53 Senate seats and need around 10 Democrats to clear the 60-vote cloture threshold.Tue 4 AugVladimir Novakovski: Why Robinhood Chain And Lighter Both Bet On Ethereum (Composability Thesis)Vladimir Novakovski explains why both Lighter and Robinhood Chain are built on Ethereum, arguing that composability between instances is only as constrained as the speed of capital movement, and that ZK proofs already allow market makers to shift capital between the two within minutes. A separate Lighter instance was created for Robinhood to handle distinct regulatory requirements and customer bases, a decision Novakovski says only made sense because Robinhood Chain achieved broad adoption beyond perps alone.Sun 2 AugSam Kazemian: The New Frax Bull Thesis For 2026 (Full Breakdown)Sam Kazemian joins the show to lay out his bull thesis for Frax heading into 2026, arguing the current market lacks the hidden systemic failures that defined prior downturns and that government officials are now actively engaging, citing a direct call with the Nevada Secretary of State on stablecoin and incorporation opportunities.Fri 31 JulSam Kazemian: The New Frax Bull Thesis For 2026 (Full Breakdown)Sam Kazemian joins the show to lay out his bull thesis for Frax heading into 2026, arguing the current crypto market lacks the hidden systemic failures that defined prior downturns and that geopolitical uncertainty is the last major risk, one he expects to clear within six months. He details Frax's push into regulated stablecoin infrastructure, including an FBO reserve account at Erebor, GENIUS-compatible positioning ahead of final OCC rulemaking, and membership in the OpenUSD alliance alongside Stripe and Bridge.Thu 30 JulJito Chief Legal Officer: Inside The 600-Page Clarity Act (Full Breakdown)Jito's chief legal officer walks through the 600-page Clarity Act, which merges the banking and agriculture committee drafts and requires roughly 40 to 50 independent rulemakings from the SEC, CFTC, and Treasury before most provisions take effect.