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Bankless

by Bankless

Technology 200 episodes with searchable transcripts

The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

From the show's RSS feed, refreshed Oct 30, 2026. Source feed.

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Episodes

  1. $VVV Community Call | October

    Venice’s Head of Strategy, Jon joins David for the October $VVV community call to unpack Venice crossing 5M users and 1T daily tokens, $1M+ in monthly $VVV burns, the DeepSeek-powered growth surge, accelerating AI video demand, the new $VVV ETP, private AI in an era of rising data breaches, and...

  2. Inside the $6 Billion Binance Hack | Ari Redbord

    Binance was hit by a $6 billion hack. What happens when the stolen crypto starts moving? TRM Labs' Ari Redbord joins David Hoffman to unpack the frantic first hours of the response, how stablecoin issuers froze billions, and the clues pointing investigators toward North Korea. ---...

  3. ROLLUP: Bitcoin to $57K? | Wall Street Bets on Hyperliquid | The Tokenization War | Zcash Drama

    Bitcoin to $57K or a new bull market? Ryan and David unpack the wildly conflicting price predictions, Hyperliquid’s Wall Street breakthrough, the fight over tokenized stocks, Robinhood Chain’s revenue collapse, and Zcash’s governance controversy. --- 📣NEAR HACKATHON | $250,000 PRIZE POOL...

  4. Wall Street, Regulation, and the Future of Money | J. Christopher Giancarlo

    Is crypto building a freer financial system, or giving Wall Street and Washington new ways to control it? Former CFTC Chairman Chris Giancarlo returns to Bankless to unpack crypto's political battles, why he believes Wall Street will move onto digital rails by 2040, and what the 2008 financial...

  5. What Is Bitcoin Telling Us? | Michael Howell, Macro Analyst

    Could Bitcoin be signaling the next liquidity recovery before the rest of the market sees it? Global liquidity expert Michael Howell returns to Bankless to revisit his 2027 outlook, explain why Bitcoin's $70K level matters, and examine whether the next market rebound could arrive sooner than...

  6. Black October! What Is Happening to the Internet? | Hari Mulackal & Odysseas Lamtzidis

    https://bankless.cc/spotify-premium --- Is AI turning the entire internet into a dark forest? Security experts Hari Mulackal and Odysseas Lamtzidis join David Hoffman to unpack Black October, why AI-powered hacking is becoming cheaper and more scalable, how defenders are falling behind, and what…

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  7. ROLLUP: Black October | Uptober Lasted 4 Hours | JPMorgan's Bitcoin Forecast | Gold Alchemy

    Uptober lasted four hours. Now comes Black October: rising war fears, AI-powered cyber threats, and a market on edge. Ryan and David debate whether crypto is next, JPMorgan’s bullish Bitcoin forecast, fusion-made gold, and a major stablecoin win. --- https://bankless.cc/spotify-premium…

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  8. The CFTC’s Proposed Rules to Reshape US Crypto Markets | CFTC Chair Mike Selig

    Could American crypto traders finally get the same features available on offshore exchanges? CFTC Chair Mike Selig joins David Hoffman to unpack Reg CTX and Reg CAM, two proposed rules that could bring retail spot margin trading and a new federal framework for crypto exchanges to the US. ---...

  9. ROLLUP: Redtober Is Here | AI Debt Fears | $102M Ledger Attack | Richard Heart Arrested

    Uptober has turned into Redtober. Ryan and David unpack crypto’s selloff, why the early bull market may still be intact, and how inflation and AI debt fears are rattling markets. Plus, Ledger’s $102M supply-chain attack, Bank of America’s $5B scandal, and Richard Heart’s arrest. ---...

  10. Cypherpunk Owns $500M of Zcash and 18% of Its Hashrate | CIO Will McEvoy

    In a world of powerful AI, how private is a public blockchain? Will McEvoy, CIO of Cypherpunk Technologies and principal at Winklevoss Capital, joins David to explore why Bitcoin holders may be rethinking transparency and why Zcash is attracting renewed attention. They break down Cypherpunk's...

  11. ROLLUP: AI Threatens Crypto Security | Tom Lee Stops Buying ETH | Ethereum L2s Shut Down | Zcash ETFs

    Could AI break crypto before quantum does? Ryan and David unpack Justin Drake’s “bunker mode” warning, whether holders should move funds, Tom Lee’s decision to stop buying ETH, and the shutdown of two Ethereum L2s. --- https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR |…

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  12. Why the Near $NRR ETF is Different | Hunter Horsley and Sal Ternullo

    NEAR just got a new institutional gateway, but the ETF may only be the beginning of the story. Bitwise CEO Hunter Horsley and Sovereign’s Sal Ternullo join David to unpack why investors are starting to view NEAR through the lens of AI, how NEAR Intents has already processed more than $32 billion…

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  13. $VVV Community Call | September

    Venice‘s Head of Strategy Jon, joins David for the September $VVV community call to unpack Venice reaching 250B daily tokens, the latest $VVV emissions cuts and $DIEM supply changes, accelerating burns, rising demand for private AI, Venice Minds, the upcoming data center rollout, and what comes...

  14. ROLLUP: Uptober Green Light? | Robinhood Goes All-In | $400M Bitget Hack | Prediction Markets to SCOTUS

    Bitcoin just broke its bearish market structure, but surging bond yields could still test the rally. Ryan and David unpack Uptober, Robinhood’s trading push, the Bitget hack, and prediction markets’ path to the Supreme Court. --- https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓...

  15. Is Variational the Next Hyperliquid? | CEO Lucas Schuermann and Justin Bram

    What if the next major onchain trading platform looks less like a crypto exchange and more like Robinhood with institutional liquidity underneath? Variational co-founder Lucas Schumann and Head of Product Justin Bram join David to unpack the broker model behind Variational, why they believe swaps...

  16. Ben Cowen Says You Have Permission to be Bullish

    Ben Cowen is back on Bankless after publicly admitting one of his key Bitcoin calls was wrong. What changed? Ben and David unpack the breakout that challenged his bear-market thesis, whether the four-year cycle is still intact, why Bitcoin is shrugging off a macro environment Ben expected to...

  17. ROLLUP: The Bull Market is On? | Zcash & NEAR | Kalshi Wash Trading | BlackRock Goes Onchain

    The bull market may be back, but Bitcoin might not be leading it. Ryan and David break down the early-bull signals, Zcash and NEAR’s surge, rising yields, Kalshi’s wash-trading controversy, and BlackRock’s expanding crypto push. --- https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS…

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  18. FOMO, Meme Stocks and Robinhood Chain | Andy8052 & Eric Conner

    Meme coins are back, but this time the more interesting story may be what they're building around them. David sits down with Eric and Andy to unpack the latest meme-coin cycle, the rise of stock-paired memes on Robinhood Chain, and the strange possibility that speculative trading could actually...

  19. How Robinhood is using the SEC's New Innovation Exemption | Johann Kerbrat

    Robinhood is trying to erase the line between crypto markets and traditional finance. David sits down with Johann from Robinhood to unpack the rise of tokenized stocks, why so much activity is already happening outside normal trading hours, and what changes when equities become programmable,...

  20. ROLLUP: The Bull Market Test | Clarity Dies | SEC Opens the Door | Hyperliquid Comes Onshore

    Crypto just shrugged off a Fed hike and the death of the Clarity Act. Ryan and David break down the early-bull signal, the SEC’s tokenized-stock breakthrough, the coming options race, and Hyperliquid’s path into the U.S. --- https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓 NEAR…

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  21. Arc Mainnet, AI Agents, and Tokenized Markets | Nikhil Chandhok, CTO of Circle

    Circle just launched Arc Mainnet, and its ambition is much bigger than putting USDC on another blockchain. Circle Chief Product and Technology Officer Nikhil Chandhok joins David on launch day to unpack the vision for an “economic OS” built around fast settlement, stablecoin gas, privacy, and...

  22. Crypto is Ready for Onchain Options | Nick Forster, CEO of Derive

    Getting the direction of ETH right doesn’t guarantee you survive the trade. Derive co-founder Nick Forster joins David Hoffman to unpack why crypto’s options market has lagged behind perps, and why he believes that is changing. From the October 10 crash to a $300,000 Ethereum trade, they explore...

  23. ROLLUP: Is Altcoin Season Here? | Treasury’s Bond War | Robinhood Chain Mania | OpenAI’s Math Controversy

    Crypto speculation is back, but is this really a new bull phase? Ryan and David unpack the altcoin surge, Treasury’s escalating bond-market fight, Robinhood’s tokenized stock boom, and the OpenAI controversy raising new questions about AI, privacy, and ownership. ---...

  24. The New Economics of Crypto Tokens | Austin Barack

    What if the most interesting crypto investments of the next cycle aren’t new blockchains at all? RockawayX Liquid founder Austin Barack joins David to explain why his attention has shifted toward a small group of applications with real users, rapidly growing revenue, and increasingly explicit…

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  25. ROLLUP: Robinhood’s Meme Economy | Solana Cuts Issuance | Saylor’s Comeback | AI Alarm

    Robinhood Chain is exploding as memecoins collide with tokenized stocks and Haseeb thinks the whole thing may end badly. Ryan and Haseeb unpack the new casino economy, Saylor’s Bitcoin comeback, Solana’s issuance cut, and the latest AI safety scare. --- https://bankless.cc/spotify-premium ---...

  26. FWA and the New Market Structure for NFTs | Adam (Rhynotic) and Eric Conner

    What if the answer to NFT liquidity looked more like opening a Pokémon pack than trading on a traditional marketplace? FWA creator Adam “Rhynotic” joins David Hoffman and Eric Conner to unpack Fake World Assets, an Ethereum protocol combining random NFT pulls, ETH-backed liquidity and...

  27. "We Want to Be Bigger Than the CME" | Kalshi's John Wang

    Kalshi’s ambition extends far beyond winning prediction markets. It wants to become the largest exchange on Earth. John Wang joins David to explain Kalshi’s regulated crypto-perps push, upcoming gold and silver markets, international expansion, and the strategy for turning retail event contracts...

  28. Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi

    Robotics hype is everywhere, but are humanoids actually the main event? Lux Capital partner Shahin Farshchi joins David to explain why the bigger opportunity may be AI-powered automation hiding inside factories, warehouses, and other industrial settings. --- https://bankless.cc/spotify-premium…

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  29. ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch

    Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. Ryan and Haseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stocks push, Ethena’s token reset, and whether AI is starting to consume the world’s capital. ---...

  30. Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren

    Wall Street wants to come onchain, but public-by-default finance creates a problem institutions cannot ignore. ETH Systems co-founders Mo Jalil and Oskar Thoren join David to explain why privacy may be one of Ethereum’s biggest institutional unlocks, what banks and asset managers are actually...

  31. Coinbase Launches Tokenized Stocks on Base | Jesse Pollak

    The stock market is coming onchain. Jesse Pollak joins David to unpack Coinbase Tokenized Stocks, a new push to bring one-to-one equities onto Base with 24/7 trading, dividends, governance rights and permissionless onchain composability. They explore what happens when stocks plug directly into...

  32. What's Next for Bitmine after 5% of ETH? | Chairman Tom Lee

    BitMine is within reach of owning 5% of ETH after more than 60 consecutive weeks of purchases, and Tom Lee believes the larger Ethereum trade may only be beginning. He joins David to explain how BitMine accumulated nearly 5% without debt, why it sometimes chooses stock buybacks over additional…

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  33. ROLLUP: Is the Bull Market Back? | Treasury QE | Trump Pumps Crypto | SEC Token Rules

    Crypto just had one of its biggest breakout days in years. Ryan and David unpack the Treasury’s QE-like move, the White House and SEC’s crypto push, ETH’s violent rebound, and whether this rally finally broke the back of the bear market. --- https://bankless.cc/spotify-premium --- BANKLESS…

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  34. Why Ethereum MUST Change Its Monetary Policy | Sam Jernigan and Jerome de Tychey

    Ethereum may be paying too much to secure itself, and the consequences could extend far beyond a little extra ETH issuance. Jerome de Tychey, co-author of EIP-8363, and Sam Jernigan join David Hoffman to make the case for stake targeting, a proposal designed to stop Ethereum’s staking ratio from...

  35. Why Raising Rates Would Actually Calm Markets | Jim Bianco

    The Fed may no longer be a one-person institution, and markets are not ready for the consequences. Jim Bianco joins David Hoffman to unpack Kevin Warsh's emerging 12-voter Fed, the end of forward guidance, and the counterintuitive case that higher short-term rates could actually pull long-term...

  36. EtherFi’s Next Act: Stocks, Loans, and Global Banking | Mike Silagadze

    EtherFi is expanding from a crypto-native neobank into a broader financial account built around DeFi. Mike Silagadze joins David to break down the next version of the product, including tokenized stocks and metals, Aave V4-powered credit, yield-bearing balances, global fiat rails, and a much more...

  37. ROLLUP: Bitcoin’s Fork Died in 2 Blocks | Saylor Sells Again | Robinhood Chain | Fidelity Staking

    Bitcoin’s latest fork died after just two blocks. Ryan and David unpack what the failure says about Bitcoin maximalism, why Saylor keeps selling BTC, Robinhood Chain’s breakout, and Fidelity’s push to bring staking yield to Wall Street. --- https://bankless.cc/spotify-premium --- BANKLESS SPONSOR...

  38. NEAR’s New Token Utility and AI Economy | Illia Polosukhin

    What if staking a token could keep an AI agent thinking? NEAR cofounder Illia Polosukhin joins David to explain NEAR’s new staking-powered inference model, where yield funds access to confidential and verifiable AI. They unpack how NEAR AI Cloud, IronClaw, Intents, and the NEAR token fit into one...

  39. The EIP That Destroys DeFi | Stani Kulechov & Mike Silagadze

    Ethereum’s latest staking proposal is sparking backlash across DeFi. Aave founder Stani Kulechov and EtherFi CEO Mike Silagadze join David to break down why stake tapering could push ETH yield toward zero, weaken solo staking, drive capital out of DeFi, and make ETH less attractive to…

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  40. ROLLUP: The ETH Issuance War | $130M Coldcard Exploit | Saylor Sells Again | Uniswap Launchpad

    Ethereum’s monetary policy is suddenly up for debate. Ryan and David unpack the issuance fight dividing researchers and DeFi builders, the Coldcard exploit that hit users who “did everything right,” Saylor’s latest Bitcoin sale, and markets ripping back to all-time highs. ---...

  41. $ANSEM, Robinhood Chain, & Why SOL Still Beats ETH in 2026 | Mike Dudas

    Memecoins were supposed to be a dead end, but Mike Dudas believes their deeper idea is only beginning to spread. The 6MV investor joins David to unpack Bonk’s role in reviving Solana, Ansem’s latest experiment, Robinhood’s push into the trenches, and how games, collectibles, prediction markets…

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  42. The Next Bull Market is Here, and Obvious | Spencer and Aleks, Blockchain Capital

    Crypto prices are weak, OG sentiment is exhausted, and institutions are leaning in. Blockchain Capital GPs Aleks Larsen and Spencer Bogart join David Hoffman to explain why this disconnect may be the opportunity. They unpack crypto’s shift toward application-layer value, stablecoins as onchain...

  43. ROLLUP: Korea Gets Liquidated | The AI Trade Unwinds | Crypto Holds Firm | Warsh Holds Rates

    Korea’s leveraged stock boom imploded and the AI trade found a forced seller, but crypto held firm. Ryan and David unpack whether the winds are shifting toward BTC and ETH, Warsh’s hawkish Fed debut, and Ethereum’s 11th birthday. --- https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS:...

  44. What's Next for Vaults? | Steakhouse Co-Founder, Adrian Cachinero

    Vaults could become the financial rails that bring trillions onchain, but only if they solve risk, regulation and investor protection. Steakhouse co-founder Adrian Cachinero joins David to explain how vaults work, why repo markets matter and where this new asset-management layer goes next. ---...

  45. Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot

    Every lending protocol in DeFi quietly decides your interest rate for you. Paul Frambot thinks that was always a workaround and Morpho Midnight is his argument for what replaces it. Fixed-rate lending as the only true primitive, pricing trust on-chain, and the one switch Morpho won't flip yet.…

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  46. From Harvard at 18 to Building Crypto's Fastest Exchange | Vlad, Lighter

    What does it take to build an exchange that refuses to choose between speed, cost, security, verifiability and composability? Lighter founder Vlad Novakovski joins David to trace his path from international Olympiads and Harvard at 18 to Citadel, early machine learning, Lunchclub and an 18-month…

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  47. ROLLUP: Crypto’s 2-Week Deadline | The CLARITY Act | $100 Oil | OpenAI Model Escapes

    Ryan and David unpack the CLARITY Act’s last-minute lifeline, $100 oil, BitMine’s ETH slowdown, and the OpenAI model that escaped its sandbox. --- https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔒NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near-podcast 📊BITGET…

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  48. Securitize Just Went Public — Are We Still Tokenizing the World?

    Securitize has gone public, raised $400 million and tokenized its own equity, but Carlos Domingo says the real race is only beginning. He joins David to explain how Securitize makes money, why investor demand remains tokenization’s biggest bottleneck and what separates an actual onchain share…

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  49. Rebuilding the $12T Repo Market on Bitcoin | Bitcoin Dave

    Bitcoin has won the store-of-value argument, but can it become the foundation of an entirely new credit system? David Seroy of Alpen Labs joins David Hoffman to explore why Bitcoin’s next era may be defined by digital credit, ZK rollups, fixed-duration lending, and an onchain repo market rather...

  50. ROLLUP: Bull Market? | Inflation Cools, War Heats | Robinhood Flips Base | ETH’s Fee Problem

    Inflation cooled, war intensified, and crypto climbed anyway. Ryan and David ask if the bottom is in, unpack Robinhood Chain’s surge past Base, and debate who benefits from Ethereum’s L2 boom. --- https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 📊BITGET | TOKENIZED STOCKS 2.0...

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About this show

The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

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Bankless

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Frequently asked questions

How many episodes does Bankless have?

Bankless has 1,000 episodes on PodParley. The most recent episode was published on November 1, 2026.

What is Bankless about?

The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.

How often does Bankless release new episodes?

Bankless publishes a few times a week, based on its 1,000 episodes since March 2022.

Who hosts Bankless?

Bankless is created and hosted by Bankless.
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