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Bankless · Investment

Bankless

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

Episodes

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

02 Oct 2026
59m
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Bitcoin’s recent weekly and monthly candle closes above the May high signal a shift in market structure, marking the potential start of an early bull phase despite persistent macroeconomic headwinds. Rising 10-year and 30-year bond yields and wartime oil prices create a volatile environment, yet crypto assets continue ...

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

30 Sep 2026
49m
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Variational operates as a non-exchange, broker-like platform that aggregates global liquidity from traditional finance and crypto markets to provide superior execution for retail traders. Unlike traditional order-book exchanges, Variational acts as the counterparty, hedging trades directly against TradFi rails to offer...

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Ben Cowen Says You Have Permission to be Bullish

28 Sep 2026
57m
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Bitcoin’s recent price action, specifically its ability to break above May highs despite restrictive macroeconomic conditions like high interest rates and a strengthening dollar, challenges traditional four-year cycle expectations. While the market shows resilience, global net liquidity remains significantly lower than...

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

25 Sep 2026
1h 0m
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The crypto market has entered an early bull phase, marked by Bitcoin’s sustained upward momentum and a shift in investor focus toward assets with proven revenue models. While Bitcoin remains a primary store of value, capital is increasingly flowing into high-growth, revenue-generating projects like Uniswap, Arbitrum, a...

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

23 Sep 2026
56m
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Meme coins represent a durable yet volatile sector of the crypto industry, evolving from pure speculation into a sophisticated attention economy. Innovations like stock-paired meme coins—where tokens are linked to traditional equities like Nvidia—leverage the Robinhood Chain to bootstrap liquidity and create unique mar...

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

21 Sep 2026
37m
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Robinhood’s expansion into on-chain finance centers on the integration of tokenized stocks and the potential of the SEC’s new innovation exemption. Johann Kerbrat, leading Robinhood’s crypto efforts, highlights the success of the Robinhood Chain, which facilitates 24/7 trading and instant settlement, with over 70% of v...

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

18 Sep 2026
53m
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Crypto markets are currently exhibiting strong bull market signals, characterized by a heightened sensitivity to positive developments and resilience against negative news, such as the Federal Reserve's rate hike and the failure of the Clarity Act. The SEC’s newly released "innovation exemption" provides a regulatory p...

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

16 Sep 2026
51m
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Circle has launched Arc Mainnet, a new Layer 1 blockchain designed as an "economic OS" to bridge traditional financial institutions with decentralized innovation. Nikhil Chandhok, Chief Product and Technology Officer at Circle, explains that Arc prioritizes institutional-grade infrastructure by utilizing a permissioned...

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

14 Sep 2026
45m
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Options markets in crypto have lagged behind perpetuals due to complex market structure requirements and the need for a diverse participant base, including institutional hedgers and yield seekers. Unlike perpetuals, which function as blunt instruments for short-term speculation, options provide granular control and non...

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

11 Sep 2026
1h 4m
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The crypto market is experiencing a surge in speculative activity, characterized by a "debasement trade" where investors flock to high-risk assets like meme coins amid concerns over bond market instability and quantitative easing. While Bitcoin dominance remains high, the emergence of tokenized stocks on the Robinhood ...

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The New Economics of Crypto Tokens | Austin Barack

07 Sep 2026
1h 6m
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Crypto investment strategies are shifting from speculative infrastructure bets toward application-focused projects that demonstrate clear product-market fit and sustainable revenue. Austin Barack, founder of Relayer Capital, emphasizes an investment lens centered on the intersection of growth and value, prioritizing as...

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

04 Sep 2026
1h 6m
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The Robinhood chain is currently dominating Layer 2 revenue, driven by speculative meme coin activity and novel tokenized stock pairings that often decouple from underlying assets, creating significant financial risk. Meanwhile, Solana’s recent governance vote to reduce token issuance marks a shift toward scarcity, tho...

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

03 Sep 2026
55m
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Fake World Assets (FWA) functions as a decentralized, on-chain liquidity protocol for NFTs, enabling users to deposit assets backed by ETH and purchase random items from a collective pool. By replicating the "gotcha" consumer behavior found in traditional trading card markets, the protocol provides a continuous, permis...

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

01 Sep 2026
1h 7m
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Kalshi operates as a regulated, onshore prediction market platform, distinguishing itself from offshore, on-chain competitors by prioritizing compliance with the CFTC to unlock mass-market access. By embedding prediction markets into major financial platforms and targeting institutional liquidity through block trades, ...

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

31 Aug 2026
54m
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Robotics and automation are undergoing a transformative shift driven by the integration of AI and the commoditization of hardware, moving beyond the hype surrounding humanoid form factors. While humanoid robots capture public imagination, the true economic potential lies in specialized, task-specific automation that so...

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

28 Aug 2026
1h 5m
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The crypto market is experiencing a significant energy shift driven by macro factors and seller exhaustion, signaling the end of the bear cycle. Treasury Secretary Scott Bessent’s recent interventions, including bond buybacks and potential Treasury General Account usage, highlight the ongoing tension between fiscal pol...

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Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren

27 Aug 2026
51m
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Institutional adoption of public Ethereum hinges on integrating privacy-preserving cryptography that satisfies strict regulatory and business requirements. Mo Jalil and Oskar Thoren, co-founders of ETH Systems, argue that while Ethereum provides a credibly neutral base layer, institutions currently lack the tools to ma...

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Coinbase Launches Tokenized Stocks on Base | Jesse Pollak

25 Aug 2026
51m
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Coinbase is launching "Tokenized Stocks" on the Base blockchain, providing users with 1:1, globally available, 24/7 access to major equities like Nvidia, Meta, and Apple. By utilizing a rebasing model for dividends, these tokens integrate directly into the existing DeFi ecosystem, enabling advanced financial activities...

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

24 Aug 2026
1h 7m
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BitMine has successfully accumulated nearly 5% of the total Ethereum supply in just 14 months, utilizing a consistent, equity-funded strategy that avoids debt and convertible instruments. Chairman Tom Lee emphasizes that BitMine is evolving from a treasury company into an active ecosystem participant, evidenced by the ...

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

21 Aug 2026
1h 2m
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The crypto market’s recent double-digit surge signals a potential return of the bull market, fueled by Treasury bond buybacks and a high-profile White House event involving industry leaders. This rally reflects a broader shift toward debasement-hedge assets as investors pivot away from AI-focused equities. The SEC’s ne...

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