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Episode (200)

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1
ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears

May 22, 2026

Crypto’s old leaders are struggling, but new winners are breaking out. Ryan and David unpack the rise of HYPE, Zcash, and Venice, the macro bear fuel markets are ignoring, the EF talent exodus, and wh...

2
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

Bitcoin’s $300T Credit Market Opportunity | Jeff Walton

May 21, 2026

Bitcoin may be outgrowing the “digital gold” narrative. David sits down with Strive Chief Risk Officer Jeff Walton to unpack how Bitcoin-backed credit products like SATA and Strategy’s STRETCH could t...

3
"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz

"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz

May 19, 2026

Zcash is having its first real narrative moment in years. David sits down with Multicoin Capital co-founder Tushar Jain and Mert Mumtaz to unpack why privacy may be crypto’s missing store-of-value pri...

4
Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn

Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn

May 18, 2026

Two surprise Democrat votes just rerated the entire crypto policy timeline. After the Senate Banking Committee advanced the Clarity Act on a bipartisan basis, Galaxy Digital head of research Alex T...

5
ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps

May 15, 2026

Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s ...

6
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares

May 14, 2026

Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque. Dio Casares of Patagon breaks down how it...

7
Will AI Populism Decide the 2028 Election? | Jasmine Sun

Will AI Populism Decide the 2028 Election? | Jasmine Sun

May 13, 2026

AI is no longer just a technology story. It is becoming a political fault line. Jasmine Sun joins Bankless to unpack the rise of AI populism, why backlash against data centers and AI labs is spreading...

8
How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau

May 12, 2026

AI stocks are ripping, crypto is following, and the question is whether this is the next leg higher or the final frothy phase before a reset. Ryan and Michael Nadeau break down why Bitcoin is so tied ...

9
Why North Korea Is Winning Crypto Crime and How to Fight Back | Ari Redbord, TRM Labs

Why North Korea Is Winning Crypto Crime and How to Fight Back | Ari Redbord, TRM Labs

May 11, 2026

North Korea isn’t just hacking crypto anymore, it’s studying it, infiltrating it, and turning DeFi’s weakest links into a state-run revenue machine. This time around, Ryan and David sit down with Ari ...

10
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling

May 08, 2026

Stocks and AI are ripping to new highs, and crypto is getting pulled along for the ride. Ryan and David break down whether this rally is real or too frothy, what the CLARITY Act still needs to survive...

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