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How Hyperliquid Becomes the Backend for ALL of Finance | Tushar Jain

July 07, 2026 5:30am 54 min

Multicoin provides investment advice to certain private fund clients that own HYPE tokens discussed herein and stands to gain in the event that the price of the token increases.Multicoin's HYPE valuation report discussed...

The Rise of Robinhood Chain: Tokenized Stocks, Perps, and 27M Users | Johann Kerbrat

July 06, 2026 5:30am 32 min

Robinhood Chain is live, and it may be one of the clearest signs yet that traditional finance is moving onto Ethereum rails. Johann Kerbrat, VP of Crypto at Robinhood, joins David to unpack the launch of tokenized stocks...

ROLLUP: Crypto Bullish Again? | OpenUSD vs USDC | Robinhood Chain | Trump’s $1.4B Haul

July 03, 2026 5:30am 1:04

Crypto looks bullish again, but the receipts are complicated. David and Ryan unpack OpenUSD’s USDC threat, Robinhood Chain’s tokenized stocks, Saylor’s hedge-fund pivot, Venice’s token dilemma, Cloudflare’s stablecoin pa...

How Ondo Is Bringing Stocks and Perps Onchain | Ian De Bode

July 02, 2026 5:30am 48 min

The stock market is starting to move onchain, and Ondo is one of the teams building the rails. Ian De Bode joins David to explain how Ondo brought tokenized SpaceX stock to Ethereum minutes after trading began, why token...

Strategy is Trapped & in Crisis — "It's Basically a Hedge Fund Now" | Jeff Dorman & Matt Walsh

July 01, 2026 5:30am 53 min

Michael Saylor’s Strategy bought itself time, but did it actually solve the problem? David sits down with Jeff Dorman and Matt Walsh to unpack Strategy’s increasingly complex capital structure, why $STRC and MSTR are now...

Ethlabs: The New Org to Make Ethereum Win | Ansgar & Caspar

June 29, 2026 5:30am 58 min

Ethereum has a new R&D lab, and its mission is blunt: make Ethereum and ETH win. In this episode, David sits down with Ansgar and Caspar, two co-founders of Ethlabs, to unpack why the organization exists, how it compleme...

ROLLUP: Bitcoin Breaks Below $60K | Saylor’s Three Bad Options | ETH Labs | The Quantum Clock

June 26, 2026 6:00am 1:04

Markets are bleeding as Bitcoin breaks below $60K and Strategy faces its biggest test yet. Ryan and David unpack Saylor’s three-way squeeze, ETH Labs vs. the EF reset, quantum timelines moving up, and Illinois’ new crypt...

AI, Surveillance, and the Fight for Digital Sovereignty | Near's Illia Polosukhin

June 23, 2026 5:30am 57 min

What happens when powerful AI requires an ID, governments can restrict access by country, and your most private data flows through centralized systems? NEAR co-founder Illia Polosukhin joins David to explain why AI expor...

"The Fed Can't Print Moore's Law" - How the AI Crash Sends Bitcoin to $1M | Arthur Hayes

June 22, 2026 5:30am 58 min

Arthur Hayes is back on Bankless, and he’s taking the W off the table. After selling HYPE, NEAR and ZEC, Arthur walks through why the AI trade started to look less asymmetric, why oil and geopolitics may still be the bea...

ROLLUP: Saylor Risk? | Warsh’s New Fed | SpaceX IPO | Coinbase’s Everything Exchange

June 19, 2026 5:30am 1:00

Equities are rallying, but Bitcoin is breaking down. David and Tom unpack Saylor’s STRC stress, Warsh’s first FOMC, SpaceX’s mega-IPO, Jito’s breakout, Coinbase’s Everything Exchange, and why perps may be crypto’s next r...

How Re is Rebuilding the $1T Reinsurance Market with Stablecoins | Karn Saroya & Avichal Garg

June 18, 2026 5:30am 58 min

Re is bringing the $1T reinsurance market onchain. Founder Karn Saroya and Electric Capital’s Avichal Garg join David to unpack how stablecoins can become a new capital source for insurance, why real-world reinsurance ma...

Why The Pokémon Card Market Is Blowing Up | Andy8052

June 17, 2026 5:30am 46 min

Pokemon cards are suddenly one of the hottest markets in collectibles. But why now, and what does it have to do with crypto? Andy8052 joins David to break down the rise of digital pack-opening platforms, the nostalgia-dr...

Perps Are Coming Onshore | CFTC Chairman Mike Selig

June 15, 2026 5:30am 35 min

Perps are coming onshore. CFTC Chairman Mike Selig joins David to unpack the first U.S.-regulated Bitcoin perpetual futures contract, the end of regulation by enforcement, and what comes next for Coinbase, Kalshi, Kraken...

ROLLUP: One More Dip? | Saylor Sold | IPO Season | Ethereum vs ETH

June 12, 2026 5:30am 1:08

Bitcoin is back at Biden-era prices, ETFs are bleeding, and Saylor just did the thing he said never to do: sell. Ryan and David unpack whether crypto has one more drop left, what trillion-dollar IPOs reveal about broken ...

Is $LIT Cheap? | Will Price and Flip

June 09, 2026 5:30am 1:00

Hyperliquid has become the breakout perp exchange of crypto. But is the market missing its biggest competitor? Delphi’s Flip and DeFi investor Will Price join David to make the case for Lighter, a ZK-powered Ethereum L2 ...

Venice is Here to Win: How a Private AI Company Plans to Take On OpenAI and Anthropic

June 08, 2026 5:40am 58 min

AI is quickly becoming the interface through which people think, work, and make decisions—but most users have no idea how much personal data they're handing over in the process. Jon and Jesse from Venice join David to ma...

ROLLUP: Bitcoin’s Confidence Game | Bitmine’s ETH Bet | Token Rotation | U.S. Perps

June 05, 2026 5:30am 58 min

Bitcoin is bleeding, STRC is off peg, and Saylor’s “never sell” machine is facing its first real confidence test. David and Haseeb unpack whether Strategy can survive without selling BTC, why Bitmine’s ETH play may be st...

Capitol Hill War Stories from a DC Lobbyist Who’s Seen It All (SBF, Gensler, Elizabeth Warren)

June 04, 2026 5:30am 58 min

Crypto policy in Washington has gone from punchline to power center. David sits down with Ron Hammond, Head of Policy and Advocacy at Wintermute, for a rare inside look at how crypto actually moves through DC: the SBF er...

"ZODL is to Zcash What Coinbase Was to Bitcoin" | Josh Swihart on ZEC’s Awakening

June 01, 2026 5:30am 56 min

What happens when every payment, wallet, and onchain interaction becomes searchable by governments, companies, adversaries, and AI? Josh Swihart, founder and CEO of Zcash Open Development Lab, joins David to explain why ...

ROLLUP: False Strength? | ETH Crisis | Altcoin ATHs | Satoshi’s Coins

May 29, 2026 5:30am 1:03

Crypto is splitting in two: Bitcoin and ETH look weak, while HYPE, ZEC, NEAR, and VVV keep breaking out. Ryan and David unpack the strange market divergence, Ethereum’s crisis of faith, and whether this rally is real or ...

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