Afleveringen
-
This week, Ryan and David dive into crypto’s dramatic new re-prioritization (pivot?) as Ethereum is shifting rapidly, prioritizing Layer 1 scaling in a move that has sparked intense community debate. Meanwhile, macro turmoil hits crypto with a looming tariff-driven recession and signs of American capital flight shaking global markets. Bitcoin tightens its grip on Washington, cementing itself as digital gold in the eyes of the Trump administration, and Worldcoin launches a U.S. rollout amid rising fears of an AI-driven dystopia. Plus, Sui surges on wild Pokémon rumors, Ripple’s bold move to buy Circle gets rejected, and Monero rockets after a massive Bitcoin hack. Is crypto entering a new golden age, or are these the early tremors of deeper uncertainty? Find out on this week's must-watch Weekly Rollup.
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🟠HEMI | BTC & ETH, ONE NETWORK
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TIMESTAMPS & RESOURCES
0:00 Intro
1:58 Markets
3:06 Movers of the Week
https://www.bankless.com/read/whats-next-for-sui-in-2025
https://x.com/davewardonline/status/1877073873499197832?
https://x.com/SuiNetwork/status/1914689214803009837
https://blog.sui.io/canary-capital-sui-etf/
5:11 Macro
https://x.com/RyanSAdams/status/1917575854961439151
https://www.apolloacademy.com/wp-content/uploads/2025/04/042625-ConsumerandFirms_v2.pdf
https://x.com/watcherguru/status/1917601209906520370
Meme: https://x.com/alifarhat79/status/1917585508818980906
https://x.com/RaoulGMI/status/1912554771644325905/photo/1
19:18 Ethereum Pivot? Or Reprioritization?
https://x.com/ethereumfndn/status/1916883771280040264
https://x.com/VitalikButerin/status/1917541325072916590
https://x.com/ethereumfndn/status/1916883782025482729
https://x.com/dankrad/status/1917678690852311333
https://x.com/RyanSAdams/status/1917689036744835390
https://x.com/TrustlessState/status/1917564803909918856
https://x.com/hasufl/status/1917880676000411796
https://x.com/0xoxus/status/1917824751151600084
28:05 Base and Scroll Reach Stage 1 Decentralization Milestone
https://l2beat.com/scaling/summary
https://x.com/jessepollak/status/1917253415966798164
29:33 Worldcoins “At Last” Event in San Francisco
https://www.ft.com/content/0c5c2b8d-b185-40b6-9221-b80ee130b92e?utm_source=chatgpt.com
https://x.com/TheStalwart/status/1916277891299475462
38:45 Bitcoin Space Race
https://x.com/BitcoinMagazine/status/1917271814356754459
https://bitcoinmagazine.com/politics/u-s-secretary-of-commerce-howard-lutnick-has-a-bitcoin-vision-for-america
42:20 What’s going on in Movement labs?!
https://www.coindesk.com/tech/2025/04/30/inside-movement-s-token-dump-scandal-secret-contracts-shadow-advisors-and-hidden-middlemen
https://x.com/hasufl/status/1917572935339888776
44:02 Monero likely pumped 50% due to suspected $330M Bitcoin theft
https://x.com/zachxbt/status/1916756932763046273
45:51 Tether Now Holds 7.7 Tons of Gold to Back XAUT
https://thedefiant.io/news/markets/tether-now-owns-7-7-tons-of-gold-to-back-its-xaut-token
47:09 US bank regulators pull back guardrails on bank crypto activities
https://x.com/federalreserve/status/1915519104435224895
https://x.com/asvanevik/status/1915581219133415597
48:15 Senate Moves to Ban Congressional Stock Trading—Again
https://x.com/HarrisonKrank/status/1916921283658252621
51:18 US DOJ seeks 20-year prison sentence for Alex Mashinsky
https://x.com/cointelegraph/status/1917166974091534743
53:13 Circle rejected ripple takeover bid of $4-5B
https://x.com/matthew_sigel/status/1917647009994993944
56:29 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
This week on the AI Rollup, David, Ejaaz and Josh ride OpenAI’s latest roller-coaster. The release of o3 is making waves for its native multi-modality while 4o gets a “genius-but-sycophantic” update and a rumored social network is in the works. They unpack the Reddit mind-hack experiment, an open-sourced natural-language coding agent, a 40-point jump in AI IQ, and more before asking: is it ethically okay for AI to cheat?
David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale
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🌐SELF | PROVE YOUR SELF
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🟠HEMI | BTC & ETH, ONE NETWORK
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------
TIMESTAMPS & RESOURCES
00:00:00 Start
00:02:50 OpenAI's New Frontier Model
https://openai.com/index/introducing-o3-and-o4-mini/
https://x.com/rowancheung/status/1912561386208825751
https://x.com/AISafetyMemes/status/1912875957897003354
https://x.com/sama/status/1912558495997784441
https://x.com/TransluceAI/status/1912552046269771985
00:10:07 Is There A Scaling Wall?
00:17:13 The New AI Gold Rush
00:19:21 AI Caught Lying
https://x.com/IterIntellectus/status/1916463746454528071
https://x.com/deedydas/status/1916611855067594943
00:31:55 Open AI's Next Big Product
https://x.com/kyliebytes/status/1912171286039793932
https://x.com/cryptopunk7213/status/1914493366886174722
https://x.com/rowancheung/status/1917473779069968505?s=46
00:43:19 Optimizing For Addiction
00:50:28 Secret Reddit Agents
https://x.com/reddit_lies/status/1916916134630117814?s=46
00:58:55 Mega Viral AI Generated Video
https://x.com/falchook/status/1914419758520525194
01:01:29 GeoGuesser
https://x.com/arithmoquine/status/1912671688874926575?s=46
01:04:13 Is It Ethical For AI To Cheat?
https://x.com/im_roy_lee/status/1914061483149001132?s=46
01:17:00 Decentralized AI Training
https://x.com/primeintellect/status/1912266266137764307?s=46
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Zijn er afleveringen die ontbreken?
-
Jon Charbonneau, Bread, and Andy8052 join David to break down Ethereum’s bold pivot back to Layer 1 and what it means for the future of crypto.
They also dive into the implications of scaling the L1 over rollups, the looming death of longtail L2s, and the shifting meta around value accrual, memecoins, and onchain activity. The crew also debates ETH’s monetary identity, HyperLiquid’s EVM ambitions, and whether Ethereum can reassert itself as crypto’s dominant tech and cultural platform.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
Andy8052: https://x.com/andy8052
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TIMESTAMPS & RESOURCES
0:00 Intro
1:58 Ethereum Pivot Has a Tagline
https://x.com/hosseeb/status/1917052715911549399
https://x.com/0xngmi/status/1916910787936797005
18:49 Ethereum Value Accrual
30:29 Fun Chain Premium
34:00 Memecoin Meta These Days
50:17 HyperLiquid EVM
58:01 1 Gorilla vs 100 Men
https://x.com/search?q=1%20Gorilla%20v%20100%20Men&src=typed_query
1:04:07 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
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Can Crypto disrupt the IP Market?
In this episode, we dive deep with Jason Zhao, co-founder of Story Protocol, on how their new token launch could unlock the $70 trillion intellectual property market. We explore the bold vision of making IP liquid, programmable, and globally accessible — and how crypto-native creators, DAOs, and even major studios could reshape how stories are owned and built.
This might just be crypto's most ambitious attempt at disrupting the media yet.
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TIMESTAMPS0:00 Intro
5:48 Why Onchain IP?
16:52 Eliminating Lawyers
24:41 Step One
28:56 Code as Law
38:38 Ownership Protection
45:35 Onchain IP Nuances
53:11 Final Words
56:30 Closing & Disclaimers------
RESOURCESJason Zhao
https://x.com/jasonjzhaoStory Protocol
https://x.com/storyprotocol------
Not financial or tax advice. See our investment disclosures here:
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Ethereum has achieved groundbreaking technological success, but has it failed to properly define ETH the asset?
In this episode, Frax founder Sam Kazemian joins us to discuss what he believes is Ethereum’s biggest mistake: confusing the ETH asset with Ethereum the technology. Sam argues that post-EIP-1559 and Proof of Stake, ETH unintentionally shifted toward a discounted cash flow (DCF) valuation model, undermining its potential as a commodity-like store of value.
We explore how the Ethereum community can reclaim a stronger narrative around ETH and why social consensus — not just tech — determines an asset’s destiny.
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TIMESTAMPS0:00 Intro
4:43 Classifying ETH
17:50 ETH/BTC Collapse
33:39 ETH Revenues
44:35 Blue-Money Gospel
53:44 What ETH Needs
1:10:08 ETH Internet Bond Narrative
1:19:49 Final Thoughts------
RESOURCESSam Kazemian
https://x.com/samkazemianBlue-Money Gospel
https://x.com/RyanSAdams/status/1915874994514452763------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
This week, the one, the only, Ryan Sean Adams makes his return to the Weekly Rollup and crypto, after a 90-day crypto detox to find a radically changed landscape. Ryan and David break down crypto’s shifting cycle, what Ryan missed, and Bitcoin’s dramatic decoupling from equities as it earns a strategic reserve in the U.S. Treasury. Meanwhile, Ethereum faces an existential pivot as it tries to reclaim lost ground against Bitcoin and Solana. Plus, Zora sparks heated debate with “content coins” amid new regulatory wins—and new fears of political corruption. Did crypto lose its soul chasing mainstream adoption, or is this the messy price of progress? It’s an essential Weekly Rollup you can’t afford to miss.
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https://bankless.cc/Mantle🌐SELF | PROVE YOUR SELF
https://bankless.cc/Self🏦INFINEX | THE CRYPTO-EVERYTHING APP
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TIMESTAMPS & RESOURCES0:00 Intro
0:47 Are we still in a bull market?
3:01 Ryan’s unplugging
5:35 Ryan’s last 90-days
https://x.com/ryansadams/status/191511543750504905524:50 Bankless’s choices moving forward
https://x.com/TrustlessState/status/191431254889721900632:58 Markets since Ryan’s break
40:35 Trump’s memecoin
48:31 Bitcoin Strategic Reserve
52:34 $LIBRA memecoin
1:03:29 Contentcoins, Zora, & Jesse
1:16:39 Ethereum pivot & Bitcoin decoupling
1:18:18 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
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In this episode, we unpack Paradigm’s groundbreaking 2025 report, “TradFi Tomorrow: DeFi and the Rise of Extensible Finance,” with Paradigm’s Dan Robinson and Justin Slaughter.
We explore the stunning stat that 66% of traditional financial institutions are actively engaged with DeFi—and what that really means. From tokenization and stablecoins to regulatory clarity and decentralized exchanges, this conversation dives deep into how Wall Street is already integrating with crypto.
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TIMESTAMPS0:00 Intro
7:10 What Constitutes a TradFi Firm
10:13 TradFi Firms with Defi
12:16 What's Exciting about this Report?
13:53 Stablecoins, Tokenization & More
18:54 Public Blockchains & TradFi?
21:05 “Tokenize The World” Moment?
27:47 TradFi’s Long-Term Outlook
33:19 The Formal Rejection of Private Blockchains
38:31 What’s Left for Regulation &Compliance
45:04 DeFi vs TradFi
48:07 User Value
50:55 Closing & Disclaimers------
RESOURCESParadigm Report
https://www.paradigm.xyz/2025/03/tradfi-tomorrow-defi-and-the-rise-of-extensible-financeDan Robinson
https://x.com/danrobinsonJustin Slaughter
https://x.com/JBSDCParadigm
https://x.com/paradigm------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Jon Charbonneau and Bread join David Hoffman to unpack Ethereum’s pivotal moment—facing tough choices to re-focus on its Layer 1.
They break down Ethereum’s shift back toward prioritizing L1 growth, the delicate dance between Layer 1 and Layer 2 strategies, and why Ethereum must reclaim DeFi as its core strength. The conversation also explores the nuanced dynamics between Ethereum’s cultural vision and technical roadmap, how Layer 2s fit into Ethereum’s evolving ecosystem, and what this strategic recalibration means for Ethereum's future in a competitive crypto landscape.
Jon Charbonneau: https://x.com/jon_charb
Bread: https://x.com/0xBreadguy
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TIMESTAMPS & RESOURCES0:00 Intro
5:28 Jon & Bread’s reaction to the Dankrad/Angsar episode
https://www.bankless.com/podcast/ethereums-strategic-pivot-ansgar-dankrad-mike-ippolito
https://x.com/TrustlessState/status/1914402754891559253
https://x.com/TrustlessState/status/191433049790529979027:56 Unichain or Ethereum L1 is DeFi?
https://x.com/TrustlessState/status/191363350020642820135:07 Making the L1 competitive while keeping L2s happy
44:38 L2s Parasitic?
48:49 Bitcoin Roadmap Bread vs. Jon
57:09 Decline of the ETH price & all asset prices overpriced?
1:05:02 ETH/BTC growth slowdown reason
1:13:35 The politics side of the conversation
1:19:05 What Bread & Jon are excited about
1:26:49 Closing & Disclaimers
------
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Ethereum Foundation researchers Dankrad Feist and Ansgar Dietrichs join David Hoffman and Michael Ippolito to discuss Ethereum’s identity crisis—and how it’s turning the ship around.
They break down Ethereum’s cultural and organizational challenges, the pivot toward L1 growth, and the evolving role of the Ethereum Foundation under new leadership. The conversation covers the future of base and native rollups, L2 alignment, and why Ethereum’s unique values still matter in a competitive landscape.
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TIMESTAMPS00:00:00 Intro
00:05:42 Top Problems with Ethereum
00:12:33 Lack of Growth in Ethereum Layer 1
00:27:49 Ethereum’s Roadmap Dilemma
00:38:08 Layer 1 Scaling Progress
00:39:08 Ethereum L1’s Value Proposition to L2s
00:48:44 Base and Native Rollups Explained
00:57:25 Canonical EVM in a Rollup World
01:01:26 Vitalik’s Vision for L1 Scaling
01:05:59 ZK Scaling Becomes Real
01:08:12 Fast Block Times and DeFi
01:16:59 The Evolving Ethereum Core Culture
01:22:38 Other Interesting Changes
01:26:41 Ethereum’s Direction Feels Different Now
01:30:09 Closing and Disclosure------
RESOURCESDankrad Feist
https://x.com/dankradAnsgar Dietrichs
https://x.com/adietrichsMike Ippolito
https://x.com/MikeIppolito_------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
This week, Bread joins David to unpack Ethereum’s surprising pivot back to Layer 1, as insiders push for a more pragmatic roadmap and faster block times. MegaETH’s 10ms testnet drops jaws and breaks dApps, while WalletConnect shocks the industry with a late-stage token launch. Meanwhile, Base stirs chaos with its “content coins,” OHM crashes $6B in hours, and Solana’s token wars heat up. Is Ethereum finally finding its focus — or just reacting to the noise? It’s a jam-packed Weekly Rollup you don’t want to miss.
Bread: https://x.com/0xBreadguy
MegaETH: https://x.com/megaeth_labs
Modern Market: https://x.com/modernmarket_
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🌐SELF | PROVE YOUR SELF
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------
TIMESTAMPS & RESOURCES
0:00 Intro
1:20 Bread’s Arc
3:17 MegaETH & Testnet
8:46 Noise
13:31 Wen MegaETH Mainnet?
16:59 Ethereum Strategic Pivot?
39:25 Base Tokenized Content Drama
49:59 $OM Mantra Token Dump
59:28 Raydium’s LaunchLab
1:03:38 Bread’s Upcoming Excitement
1:04:31 Closing & Disclaimers
------
Not financial or tax advice. See our investment disclosures here:
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OpenAI just rocked the week with a groundbreaking memory update, sparking debate over whether “soul data” is the real moat in AI. Google fires back with its Agent‑to‑Agent protocol and a Cursor‑killer. We riff on 1,000 AI agents unleashed in Minecraft, labs turning pets into humans, and how Dolphin AI somehow beat GTA 6 to market. Buckle up as David, Ejaaz, and Josh roll through the top five stories shaping the AI‑crypto frontier and what they mean for builders, traders, and the future of intelligence.
David: https://x.com/TrustlessState
Ejaaz: https://x.com/cryptopunk7213
Josh: https://x.com/Josh_Kale
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------
TIMESTAMPS & RESOURCES
00:00:00 OpenAI’s HUGE Announcement
https://x.com/openai/status/1910378774727623024?s=46
https://x.com/cryptopunk7213/status/1910728919113736380
00:10:23 The Final Data Set
https://x.com/theannagat/status/1912209931073433907?s=46
https://x.com/nearcyan/status/1910796767626686951?s=46
https://x.com/dbarabander/status/1910402182589145411
00:16:10 Falling In Love With AI
https://www.instagram.com/p/DHwWc6RiH2P/
00:23:05 Open AI To Replace Apple
00:31:10 The All Knowing Intelligence
00:37:12 Agents Overtake Minecraft
https://x.com/kimmonismus/status/1912415676331168147?s=46
00:44:50 Pets As Humans?
https://x.com/venturetwins/status/1911113662607315035
00:46:18 We Can Talk To Dolphins
https://blog.google/technology/ai/dolphingemma/
00:48:33 Google Agent To Agent
https://x.com/omarsar0/status/1909977142311690320?s=46
https://x.com/i/status/1912123283954389172
01:00:01 GPT 4.1
https://x.com/_mohansolo/status/1911843179898540311
https://x.com/openrouterai/status/1911803671878173114?s=46
https://x.com/kimmonismus/status/1912434791779017083?s=46
01:09:17 A New Model Architecture
------
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Donald Trump is attempting something no leader has done before—unwind the global economic order.
In this episode, Financial Times columnist and CNN analyst Rana Foroohar joins us to unpack Trump’s economic strategy, the unraveling of Bretton Woods, and whether America is becoming an emerging market.
From soaring bond yields to declining dollar strength, we explore what markets are signaling, how business leaders are reacting, and why this may mark the end of the neoliberal era.
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TIMESTAMPS
0:00 Intro
4:20 Trump Unwinding Global Order?
13:39 Emerging Market Paradigm
21:51 All-In Debate
26:22 Manufacturing Jobs
31:55 Trump Vibe Based President?
35:41 90-Day Tariff Pause Signal
38:41 Centralizing U.S. Supply Chain
40:54 Where Rana Finds Signal & Crypto
45:16 Closing & Disclaimers
------
RESOURCES
Rana Foroohar
https://x.com/RanaForoohar
America the Unstable
https://www.ft.com/content/e7a0af16-6ecf-4e04-8fa3-4de5646e8d58
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
https://youtu.be/KcmMOZKnKAk?si=52ZULN6T_xyirh23
Stephen Miran’s A User's Guide to Restructuring the Global Trading System
https://x.com/SteveMiran/status/1856745675943207362
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Stablecoins are no longer a niche crypto curiosity—they're a full-blown financial revolution.
In this episode, Rob Hadick, General Partner at Dragonfly, joins us to unpack the emerging stablecoin tech stack and why cross-border payments, savings, and financial infrastructure are being rebuilt from the ground up.
From Circle and Tether to next-gen orchestration layers and stablecoin-native blockchains, we explore why this $200 trillion global opportunity is only 5% unlocked—and who stands to win the most.
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TIMESTAMPS
0:00 Intro
5:08 Why Stablecoins?
6:50 The Stablecoin Train
20:26 Stablecoin Network Effects
22:55 Stablecoin Payments: Who Actually Wins?
26:51 Orchestration Layers
41:53 Stablecoin Blockchains
52:53 Stablecoin Singularity
56:03 Traditional Banks
59:38 Non-USD Stablecoins
1:02:05 How Many Stablecoins?
1:05:03 Circle IPO
1:09:32 Closing & Disclaimers
------
RESOURCES
Rob Hadick
https://x.com/hadickm
Stablecoin Payments: Who Actually Wins?
https://medium.com/@HadickM/stablecoin-payments-who-actually-wins-ebd72a1cc8b3
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
This week, Haseeb Qureshi joins us to break down Trump’s explosive new tariffs that rocked global markets and triggered a full-blown trade war with China. Stocks whipsawed, recession odds spiked, and the world scrambled to the negotiation table — except China. Was it 3D chess or policy chaos? Plus, we explore the ripple effects on crypto markets, investor sentiment, and what this all means for the future of U.S. economic leadership. It's a jam-packed Weekly Rollup you don't want to miss.
Follow Haseeb on X:
https://x.com/hosseeb
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------
TIMESTAMPS & RESOURCES
0:00 Intro
0:44 What has happened since Liberation Day?
https://x.com/tier10k/status/1910020421870637132
https://x.com/Birdyword/status/1910364014825070652
https://polymarket.com/event/us-recession-in-2025
31:17 Inflation
https://x.com/intocryptoverse/status/1910311058222227586
41:49 Paul Atkins confirmed as the new SEC chair
https://x.com/Cointelegraph/status/1910117967230300613
45:43 ETH/BTC Ratio & Crypto VC Funding
https://x.com/pet3rpan_/status/1910345673288958052
58:36 MegaETH released its testnet
https://x.com/megaeth_labs/status/1903099481874153880
https://x.com/0xBreadguy/status/1909619744455741709
1:03:05 Closing & Disclosures
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Welcome to the AI Rollup, your weekly ride through the fast-paced world of artificial intelligence! This week, we’re joined by frontier tech enthusiast Josh Kale to unpack the drama around Meta’s controversial launch of Llama 4, scrutinized for potentially overstating its capabilities. We dive into “AI 2027,” a provocative roadmap predicting espionage, geopolitical turmoil, and runaway intelligence, and explore Shopify’s bold move making AI usage mandatory for employees. Plus, we cover Claude Education’s groundbreaking efforts to boost student performance with tailored AI tutors and a16z’s massive $20 billion AI startup fund aiming to shape the industry’s next era.
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------
TIMESTAMPS & RESOURCES
00:00:00 AI Generated Tarriff’s
00:03:58 Meta’s Huge New LLAMA 4 Announcement
https://x.com/ahmad_al_dahle/status/1908595680828154198?s=46
https://x.com/alexocheema/status/1908651942777397737?s=46
00:11:54 Did Meta Cheat?
https://x.com/Yuchenj_UW/status/1909061004207816960
https://x.com/andrewallenxo/status/1909143884321481157
https://x.com/ahmad_al_dahle/status/1909302532306092107?s=46
https://www.lesswrong.com/posts/4mvphwx5pdsZLMmpY/recent-ai-model-progress-feels-mostly-like-bullshit
00:20:45 AGI Is Coming in 2027
https://ai-2027.com/
https://situational-awareness.ai/
00:28:02 What Happens After AGI
https://ai-2027.com/
https://situational-awareness.ai/
00:39:58 Shopify And The Employment Crisis
https://x.com/tobi/status/1909251946235437514
00:48:34 The Future Of Education
https://www.anthropic.com/news/introducing-claude-for-education
https://x.com/jowettbrendan/status/1907695965726978184
https://x.com/cryptopunk7213/status/1907969387958513727
https://x.com/itsPaulAi/status/1907122207136137368
https://www.foxnews.com/media/texas-private-schools-use-ai-tutor-rockets-student-test-scores-top-2-country
00:59:55 How Much Does AI Know About You
01:04:58 A16Z’s $30B Fund
https://x.com/tkexpress11/status/1909626333711548526
https://www.reuters.com/business/finance/andreessen-horowitz-seeks-raise-20-billion-megafund-amid-global-interest-us-ai-2025-04-08/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
We’ve got the team behind Etherealize on the show today—Vivek Raman and Danny Ryan—to discuss their mission to onboard institutions, governments, and capital markets to Ethereum.
We explore how Ethereum is “open for business” with L2 scaling, modular architecture, and a maturing regulatory landscape. The Etherealize team breaks down their dual structure—a for-profit consulting and product arm alongside a nonprofit focused on R&D and policy—to drive institutional adoption.
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------
TIMESTAMPS
00:00:00 Intro
00:07:12 Etherealize & Its Mission
00:15:29 Clients & Finances
00:20:17 Relation Between Ethereum Foundation & Etherealize
00:21:31 Etherealize's Funding
00:22:43 Etherealize's Competitions
00:26:02 Challenges & Roadblocks
00:28:15 What Success Looks Like for Etherealize
00:29:56 Etherealize's Co-Founders
00:31:10 Ethereum’s Upcoming Era
00:40:20 What Makes Ethereum Special
00:46:00 Political Effect on Ethereum
00:51:33 Community Support
00:54:51 Layer 1 & Etherealize
00:58:36 Hypothetical Scenarios with Ethereum
01:01:50 What’s Next for Etherealize
01:04:47 Some Unturned Stones
01:07:32 Closing & Disclosures
------
RESOURCES
Etherealize
https://www.etherealize.com
Vivek Raman
https://x.com/VivekVentures
Danny Ryan
https://x.com/dannyryan
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
This week, Alex Thorn joins us to unpack Trump's shocking tariff announcement that sent markets plunging and investors scrambling. Circle files for its IPO, revealing surprising financials, while the FDIC gives banks the crypto green light. CoreWeave debuts with a blockbuster IPO, and Eric Trump dives deeper into Bitcoin mining. We cover all this chaos and more in this week’s Weekly Rollup.
Follow Alex on X & check out his Galaxy Brains podcast:
https://x.com/intangiblecoins
https://www.galaxy.com/insights/podcasts/galaxy-brains/
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TIMESTAMPS & RESOURCES0:00 Intro
0:29 Trump’s Reciprocal Tariffs
https://x.com/kobeissiletter/status/1907556839686054240
https://x.com/WhiteHouse/status/1907533090559324204
https://x.com/CalltoActivism/status/1907549193650188469
https://x.com/notlouisck/status/1907657906117554278
https://x.com/JamesSurowiecki/status/1907559189234196942
https://x.com/KushDesai47/status/1907618136444067901
https://x.com/TrustlessState/status/1907769359621067017
36:53 Circle Files for IPOhttps://x.com/Cointelegraph/status/1907172102353924269
https://x.com/g_djuric/status/1907200843289370910
https://x.com/Nick_van_Eck/status/1907181670504993026
https://x.com/TheOneandOmsy/status/1907229821043626100
https://polymarket.com/event/circle-ipo-in-2025?tid=1743435443834
54:32 Eric Trump & Bitcoin Mininghttps://x.com/EricBalchunas/status/1906689372142915712
https://x.com/FDICgov/status/1905662427783467111
58:07 CoreWeave IPOhttps://www.galaxy.com/transactions/coreweave-growth-financing
1:04:47 Closing & Disclaimers------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
AI heats up, markets shake, and the internet gets Ghbilified.
OpenAI hits 1M users in 60 minutes, CoreWeave IPO rocks NASDAQ, and XAI acquires X.
A new “world’s best” model quietly drops—did Google just take the lead?
Cursor raises at a $9.6B valuation as “vibecoding” enters the mainstream.
Welcome back to another week of the AI Rollup.
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------
TIMESTAMPS & RESOURCES
00:00:00 The Ghibli Effect
https://x.com/alifarhat79/status/1904884015858884884
https://x.com/unusual_whales/status/1906831621166440583
00:05:09 Coreweave IPO
https://www.ft.com/content/519006a9-82c6-4939-afa1-58921a399105
https://www.cnbc.com/2025/04/01/coreweave-shares-bounce-ipo-price.html
https://x.com/TheStalwart/status/1907438208662552647
00:14:28 xAI Acquires X
https://x.com/elonmusk/status/1905731750275510312?s=46
00:20:02 Grok's Telegram Integration
00:24:38 New Best Model Has Arrived
https://x.com/bookwormengr/status/1905050740110090429?s=46
https://x.com/gfodor/status/1904980153329242147?s=46
00:32:09 Cursor And The Vibe Coding Explosion
https://x.com/ArfurRock/status/1906768733135098360
00:39:02 AI Crypto Trend Update
https://x.com/defi0xjeff/status/1904154090424402163?s=46
00:45:47 BillyBets March Madness
https://x.com/playprophetx/status/1899535745435742608?s=46
https://x.com/bunchubets/status/1904224002123473294?s=46
00:56:51 Olas
https://olas.network/
01:01:32 Vana
https://x.com/anna_kazlauskas/status/1905414468315549737?s=46
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures -
Felipe Montealegre, co-founder of Thea Capital, joins us to unpack a new vision for global finance—what he calls the Internet Financial System.
Felipe makes the case that today's financial world still runs on siloed, permissioned databases—slow, expensive, and riddled with gatekeepers. But blockchains and smart contracts offer something radically different: a unified, open system where capital can move efficiently across borders and property rights are stronger than ever.
This episode is a must-listen for anyone wondering how crypto is building the financial infrastructure of the 21st century.
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------
TIMESTAMPS
0:00 Intro
5:29 Internet Financial Systems
12:03 Frictions in Financial Systems
20:33 Innovations in Internet Financial Systems
28:42 Server with Laws
40:02 Incompatibilities within Systems
50:17 Absence of Financial Laws
57:34 Potential of Finance in Crypto
1:09:59 Server Compatibility with Governments
1:16:18 Different Laws for Investing in Crypto
1:26:26 Building Protocols
1:29:52 Closing & Disclaimers
------
RESOURCESFelipe Montealegre
https://x.com/TheiaResearch
Internet Finance
https://x.com/TheiaResearch/status/1876618725547233417
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
-
Robinhood CEO Vlad Tenev returns to Bankless for a wide-ranging conversation on the future of tokenization, crypto regulation, and Robinhood’s evolving product suite.
Vlad lays out a bold vision for bringing tokenized assets like SpaceX and OpenAI equity to retail investors, discusses the role of prediction markets as "truth machines," and introduces Robinhood's latest products: Strategies, Cortex, and Banking.
This one’s a big glimpse into where TradFi and DeFi collide.
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✨ Mint the episode on Zora ✨
https://zora.co/coin/base:0xa77995768d39c157180262d352f86f39ac1b3fbd?referrer=0x077Fe9e96Aa9b20Bd36F1C6290f54F8717C5674E
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TIMESTAMPS
0:00 Intro
5:54 New Administration
12:19 Tokenization
16:18 Tokenized SpaceX
18:12 An IPO Alternative
23:39 Prediction Markets
25:40 Kalshi
29:58 Future of Prediction Markets
35:58 Robinhood Banking
38:27 Robinhood Cortex
44:08 Robinhood Strategies
49:04 Cash Delivery
52:10 Crypto Listings
54:37 Why Distinct Apps?
56:32 How Bankless is Robinhood?
1:00:42 Closing Thoughts
------
RESOURCESVlad Tenev
https://x.com/vladtenev
Robinhood
https://robinhood.com/Washington Post Op-ed
https://www.washingtonpost.com/opinions/2025/01/28/investing-crypto-tech-robinhood-stock-market/
------
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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