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Bankless

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

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LIMITLESS: U.S. vs China's Race to Superintelligence...

Bankless ·

2025/06/18

In this episode, Jeremie and Edouard Harris, co-founders of Gladstone AI and national security advisors, join us to break down the real score in the U.S.–China AI race.We unpack what it actually means to “win” in AI: from cutting-edge model development and compute infrastructure to data center vulnerabilities, state-sponsored espionage, and the rise of robotic warfare. The Harris brothers explain why energy is the hidden battleground, how supply chains have become strategic liabilities, and why

EigenLayer Introduces EigenCloud: The First...

Bankless ·

2025/06/17

EigenLayer is back with a major announcement: EigenCloud. Sreeram Kannan and JT Rose unveil the first crypto-native cloud platform—a verifiable, programmable environment for building applications beyond the limits of traditional blockchains. We explore how EigenCloud packages modules like EigenDA, EigenVerify, and EigenCompute into a developer-friendly product that brings cloud-scale computation and crypto-grade trust guarantees together. From meme coins and AI agents to fully sovereign

Ryan's Personal Reboot: 5 Types of Wealth with Sahil...

Bankless ·

2025/06/16

In this deeply personal episode, Sahil Bloom joins Ryan Sean Adams to explore what it truly means to be wealthy and why so many high achievers get it wrong. After hitting burnout, Ryan stepped away from the grind to reassess his definition of success. What he found was a framework that reframed his entire life: the Five Types of Wealth. Together, they unpack why net worth alone is a poor scoreboard, how to avoid the trap of “never enough,” and what it means to build time, social, mental, physical,

ROLLUP: Circle’s $25B IPO Mania | Genius Act Passes?...

Bankless ·

2025/06/13

This week, Ryan and David unpack Circle’s stunning IPO debut, soaring to a $25B market cap and triggering Wall Street’s stablecoin frenzy. They break down the landmark Genius Act vote, bringing unprecedented regulatory clarity to stablecoins, and dive into Stripe’s latest crypto bet, acquiring wallet innovator Privy. Polymarket goes mainstream in an official integration with Twitter, while SEC Chair Paul Atkins embraces DeFi as fundamentally American. Plus, Gemini quietly files for IPO, Plasma’s

Ethereum is Digital Oil: The Bull Case for ETH with...

Bankless ·

2025/06/12

Etherealize is back with a bold new thesis: ETH is digital oil. In this episode, Vivek and Danny Ryan unpack their freshly released report, The Bull Case for ETH, which positions ether as the next great store of value—and a future global reserve asset for the digital economy.We explore ETH’s misunderstood monetary design, its strategic role for institutions, and why Wall Street is waking up to Ethereum not just as a network, but as an investable asset. This is the case for ETH as the asymmetric

ROUNDTABLE: Crypto's IPO Era | HYPE vs. SOL vs. PUMP...

Bankless ·

2025/06/11

Crypto markets are buzzing and institutional appetite is peaking. With Circle’s IPO wildly oversubscribed and a new wave of companies racing to go public, we unpack what this means for the industry.Jon and Bread join us to break down the hype around crypto IPOs, why TradFi wants stablecoin exposure, and what it signals for projects like Solana, Ethereum, and Hyperliquid. We also debate value accrual, ETH vs BTC narratives, and whether apps or platforms will dominate the next phase of crypto. This

How Should ETH Be Valued? | Ryan Berckmans vs. Jon...

Bankless ·

2025/06/10

Jon Charbonneau and Ryan Berckmans join Bankless to debate Ethereum’s future: is ETH undervalued, or has the market already spoken?We unpack whether Ethereum can rival Bitcoin as a store of value, if L2s will drive real value back to ETH, and whether Solana’s momentum signals deeper trouble for Ethereum. Jon argues ETH has lost its lead and may never reclaim it. Ryan contends Ethereum’s neutrality and institutional traction make it the inevitable hub for the onchain economy. This is the

Is Joe Lubin the Michael Saylor of Ethereum? | The...

Bankless ·

2025/06/09

Joe Lubin returns to Bankless to break down his latest bold move—launching SBET, a publicly traded vehicle designed to accumulate and deploy Ether as a strategic treasury asset. We unpack whether Lubin is stepping into the Michael Saylor role for Ethereum, how SBET might outperform Bitcoin-backed models, and why ETH is poised for a monetary renaissance. From regulatory wins to Ethereum’s evolving narrative on Wall Street, this episode explores how ETH can become a multi-trillion-dollar asset and a

ROLLUP: Circle IPO Hits $20B | Stablecoin Summer Is...

Bankless ·

2025/06/06

This week, Ryan and David unpack Circle’s explosive $20B IPO—crypto’s second biggest—and what it signals about Wall Street’s newfound love for stablecoins. They break down the confusing Trump wallet drama, where even Trump’s own sons deny involvement, and explore why Pump.fun’s rumored $4B token raise has the industry split. Ethereum enters “wartime mode” as the Foundation lays off staff and spins up a lean new R&D force called Protocol. Plus, Ray Dalio says “a bit of Bitcoin,” Trump’s Big Beautiful

LIMITLESS - AI DEBATE: Runaway Superintelligence or...

Bankless ·

2025/06/04

Two visions for the future of AI clash in this debate between Daniel Kokotajlo and Arvind Narayanan.Is AI a revolutionary new species destined for runaway superintelligence, or just another step in humanity’s technological evolution—like electricity or the internet? Daniel, a former OpenAI researcher and author of AI 2027, argues for a fast-approaching intelligence explosion. Arvind, a Princeton professor and co-author of AI Snake Oil, contends that AI is powerful but ultimately controllable and

Doppler: A New Way to Launch Tokens with Austin Adams

Bankless ·

2025/06/03

Austin Adams, founder of Whetstone and creator of Doppler, joins to discuss the next evolution in token launches. We explore why the world needs more tokens—not fewer—and how Doppler enables creators, apps, and DAOs to build highly customized launchpads using modular tooling. We cover token market design, dynamic bonding curves to prevent sniping, and how this infrastructure could unlock more meaningful, value-connected tokens—from meme coins with DAOs to public market IPOs on-chain. ------

Mike Novogratz: Bitcoin’s Escape Velocity, Bond...

Bankless ·

2025/06/02

Mike Novogratz returns to Bankless to unpack Bitcoin’s surge to new all-time highs and what it means in a world grappling with fiscal uncertainty. We dive into the unfolding bond market crisis, why the Genius Act marks a new chapter for stablecoins, the tokenization of traditional finance, and how Galaxy is uniquely positioned at the crossroads of crypto and AI. This is a front-row seat to the changing macro tides and crypto’s place in the new financial order. ------ 📣SPOTIFY PREMIUM RSS FEED |

ROLLUP: JD Vance Bitcoin 2025 | $425M ETH...

Bankless ·

2025/05/30

This week, Ryan and David break down the political storm brewing around crypto. From JD Vance’s fiery speech at Bitcoin 2025 to the Trump meme coin dinner that triggered bipartisan backlash. They dive into Ethereum’s biggest capital inflow yet, as a public company raises $425 million to buy and stake ETH, drawing comparisons to MicroStrategy. They also cover the court ruling that halted Trump-era tariffs, the Circle IPO finally moving forward, and early signs of a “Stablecoin Summer” as banks eye

LIMITLESS - The Intelligence Curse: AI Makes Us All...

Bankless ·

2025/05/28

Welcome to Limitless. Today we’re joined by Luke Drago and Rudolf, authors of the powerful essay series "The Intelligence Curse." Together, we explore a future where artificial general intelligence (AGI) threatens to upend the economic and social contracts that underpin modern civilization. Will AI empower us or make us obsolete? We unpack how labor-replacing AI could dismantle the very incentives that once gave rise to liberal democracies, social mobility, and human-centered innovation—and what

Are We Headed for an Altseason Melt-up? | Michael...

Bankless ·

2025/05/27

Is altseason finally here or just getting started? Michael Nadeau of the DeFi Report joins Ryan to break down the data behind a potential crypto rotation. We cover why ETH and select alts may be poised to outperform, how macro conditions are fueling risk-on sentiment, and why fundamentals—like protocol cash flows and MEV—matter more than ever. Michael also shares his current portfolio and reveals what he’s buying right now. If you’re positioning for what’s next, this is your rotation

Introducing RSOV: A Better L1 Valuation Metric than...

Bankless ·

2025/05/26

How should we value L1 tokens in crypto? Today’s guest, Jonah Weinstein 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

ROLLUP: Bitcoin Hits NEW ATH | Stablecoin Bill...

Bankless ·

2025/05/23

This week, Ryan and David unpack Bitcoin’s explosive run to $111K and the macro chaos driving it—specifically, the U.S. Treasury’s failed bond auction and what it signals for the dollar. They break down the Senate’s landmark stablecoin bill (and Elizabeth Warren’s meltdown), Ethereum’s ZK miracle that could 100x Layer 1 throughput, and Texas launching its own state Bitcoin reserve. Plus, why Stanley Druckenmiller’s portfolio strategy might justify going all-in on crypto—and whether alt season is

59:47

ROUNDTABLE: The REV Debate - Real Metric or Fake...

Bankless ·

2025/05/21

In this episode of the Bankless Podcast, hosts discuss Real Economic Value (REV). Triggered by Jon's exploration of how ETH and SOL prices correlate with REV, the team delves into REV's role as a value capture metric and demand signal for blockchain networks. We evaluate the implications for network valuations, debate the sustainability of relying on REV, and analyze competitive dynamics between Ethereum and Solana. The conversation concludes with musings on crypto investment risks and the evolving

Arthur Hayes: Money Printing & The Crypto Bet

Bankless ·

2025/05/19

Arthur Hayes returns to Bankless for a wide-ranging macro and crypto conversation.We cover why ETH ripped, why the Trump administration might walk away from US treasuries as the global reserve asset, and why capital controls—not tariffs—could redefine the global economic order. Arthur lays out his full thesis on how a massive shift in global liquidity is unfolding, what it means for crypto, and why he’s betting big on Bitcoin, gold, and “buying everything” as the money printers rev up

1:02:34

ROLLUP: ETH Pumps 50% | Tariff Deal Boosts Markets |...

Bankless ·

2025/05/16

📣 BANKESS x FRAX MEETUP | Permissionless 2025https://lu.ma/uf9mmcoa ------ This week, Ryan and David break down Ethereum’s explosive 50% surge and the surprising macro catalyst behind it: a U.S.–China tariff deal that has markets ripping. They cover Coinbase’s massive customer data leak (and Brian Armstrong’s $20M bounty response), Robinhood’s stealthy Layer 2 acquisition, and the rise of meme coins funding real apps. Plus, why Arthur Hayes thinks the bull market is just

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