Podcast
Bankless
Hosted by Bankless · EN
The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.
218episodes
Episodes
Newest firstAll episodes
ROLLUP: Bitcoin’s Confidence Game | Bitmine’s ETH Bet | Token Rotation | U.S. Perps
Today00:58:07Summary readyBitcoin 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 stronger but riskier, and what select token strength, U.S. perps, and Coinbase’s Ethena deal reveal about crypto’s next phase.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix🎯THE DEFI REPORT | ONCHAIN INSIGHTShttps://thedefireport.io/bankless---TIMESTAMPS & RESOURCES0:00 Intro1:37 Saylor & Strategy Confidence Testhttps://x.com/zerohedge/status/2061418482344849785 https://x.com/KobeissiLetter/status/2062475802252365980https://x.com/glxyresearch/status/2062518531128746000https://x.com/TrustlessState/status/206249917923921539013:26 DATs Underwater & Bitmine Preferred Offeringhttps://x.com/lookonchain/status/2062011412965405059https://x.com/zoomerfied/status/206228891985349055334:19 Major Weakness & Select Token Strength40:45 U.S. Perps Get Greenlithttps://www.coindesk.com/policy/2026/05/28/u-s-cftc-opens-crypto-perp-door-with-approval-of-first-regulated-firm53:41 Coinbase Invests in Ethenahttps://www.theblock.co/post/403403/coinbase-invests-ethena-open-market-purchase-ena-flags-new-partnership57:13 Closing & Disclaimers---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
Capitol Hill War Stories from a DC Lobbyist Who’s Seen It All (SBF, Gensler, Elizabeth Warren)
Yesterday00:58:54Summary readyCrypto 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 era, Elizabeth Warren’s anti-crypto army, Gary Gensler’s SEC, bank lobby pressure, Trump’s crypto conflicts, the Clarity Act fight, and why privacy and self-custody may be the next major battleground.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix🎯THE DEFI REPORT | ONCHAIN INSIGHTShttps://thedefireport.io/bankless---TIMESTAMPS0:00 Becoming “Captain Crypto” in DC4:03 From Joke to Serious Political Force6:19 Why Crypto Punches Above Its Weight10:28 How SBF Captured Washington13:26 The FTX Fallout in Capitol Hill16:25 Elizabeth Warren and Crypto’s Proxy Wars19:04 How DC Letters Actually Get Written25:33 How Powerful Is the Crypto Lobby?27:28 Who Is Playing on Crypto’s Side?31:01 Democrats, Gensler, and the 2024 Lesson35:07 The Gensler Era and Prometheum41:21 Will Warren Ever Pivot?43:20 Trump, the Crypto Ball, and World Liberty49:30 Will the Clarity Act Pass?53:30 Privacy, Self-Custody, and the Next Front56:23 The Social Side of Crypto in DC---RESOURCESRon Hammondhttps://x.com/RonwHammond---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
"ZODL is to Zcash What Coinbase Was to Bitcoin" | Josh Swihart on ZEC’s Awakening
4d ago00:56:55Summary readyWhat 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 Zcash is having a major privacy comeback, how ZODL and the Zashi wallet helped unlock real shielded adoption, why the shielded pool may be the most important ZEC metric, and what it will take for private money to become too big to kill.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix🎯THE DEFI REPORT | ONCHAIN INSIGHTShttps://thedefireport.io/bankless---TIMESTAMPS0:00 Intro4:17 Privacy in the AI Era6:19 Crypto’s Missing Privacy Layer9:49 The Political Fight for Privacy14:42 Can Crypto Retain Privacy?16:47 From Zashi to ZODL19:48 The Zcash Reawakening21:41 Balaji, Funding, and the Mission24:49 Product Market Fit for Shielded ZEC27:51 ZODL's Role in the Zcash Stack29:36 The Zcash Roadmap32:56 What Is ZEC and is it Undervalued?36:56 The Shielded Pool Explained45:12 The $25M ZODL Raise47:16 Compliance and Shielded ZEC51:25 Institutions vs Cypherpunk Values53:58 Personal Privacy in an AI World---RESOURCESJosh Swiharthttps://x.com/jswihartZODLhttps://x.com/zodl_app---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
ROLLUP: False Strength? | ETH Crisis | Altcoin ATHs | Satoshi’s Coins
1w ago01:03:38Summary readyCrypto 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 false strength.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🟦 COINBASE ONE | MEMBER MONTHhttps://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix---TIMESTAMPS & RESOURCES0:00 Intro1:48 Marketshttps://x.com/TrustlessState/status/2059793993551008245 https://x.com/cburniske/status/2059797889824776463https://imgur.com/Tp9beNohttps://www.theblock.co/post/402816/bitcoin-falls-below-73000https://imgur.com/R0ih6kLhttps://x.com/solunavaxxer/status/2060021032455741567https://www.youtube.com/watch?v=l3ptz8qvZcghttps://x.com/readDanwrite/status/2057476278140145717 https://www.artemis.ai/sectors/digital-asset-treasurieshttps://x.com/saylor/status/2059970505835155782https://x.com/Kalshi_Crypto/status/2059983883274191046https://www.hypestrat.xyz/https://imgur.com/1MUGQy7https://polymarket.com/event/what-price-will-bitcoin-hit-before-2027https://polymarket.com/event/what-price-will-ethereum-hit-before-2027https://www.coingecko.com/en/coins/hyperliquidhttps://www.coingecko.com/en/coins/venice-tokenhttps://www.coingecko.com/en/coins/nearhttps://www.coingecko.com/en/coins/zcashhttps://x.com/JSeyff/status/2059689056368210228https://farside.co.uk/hyp/https://x.com/PolymarketTrade/status/2059973516963750204https://x.com/KobeissiLetter/status/2060004371983667484https://www.axios.com/2026/05/28/iran-peace-deal-trump-approvalhttps://imgur.com/m7YNdxuhttps://imgur.com/MIdPjqZhttps://imgur.com/VoixfYdhttps://imgur.com/s5AYaWghttps://www.theblock.co/post/402638/tokenized-pokemon-card-marketplaces-record-7-4-million-hype-peaks-30th-anniversary32:26 Ethereum Sentiment Crisis & DeFi Under AI Threat?https://x.com/TrustlessState/status/2059371247163613489https://x.com/hosseeb/status/2057455211375976891https://www.theblock.co/post/402864/standard-chartered-ethereum-amazon-dot-com-bubble-eth-will-catch-uphttps://x.com/Yogita_Khatri5/status/2059955611085709612https://x.com/VitalikButerin/status/2058583593102844111https://farcaster.xyz/vitalik.eth/0x88000d5fhttps://x.com/maraoz/status/205941357813064105255:25 Robostrategy: Nic Carter & Andrew Kang Pivot to Roboticshttps://x.com/RoboStrategy/status/2059650538380165331https://x.com/intern/status/205928757725799262356:52 NEAR Confidential Transactionshttps://x.com/NEARProtocol/status/2057810480635228666t.co/BrLpsWmzKdhttps://x.com/ilblackdragon/status/205979375693376737958:10 SoFiUSD & Bank Stablecoinshttps://www.theblock.co/post/402361/sofi-rolls-out-sofiusd-stablecoin-to-banking-app-usershttps://x.com/TrustlessState/status/205967646312565557559:22 Cash App Adds Multi-Chain USDChttps://www.theblock.co/post/402784/cash-app-lets-users-send-usdc-stablecoins-on-chains-like-solana-and-ethereum1:00:13 Satoshi Coins Finders-Keepers Lawsuithttps://www.galaxy.com/insights/research/satoshi-bitcoin-salomon-brothers-patoshi-abandoned-property-new-york-noah-doe-lawsuit1:03:00 Closing & Disclaimers---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
NEAR’s AI Money Thesis: Intents, Privacy, and Tokenomics | Sal Ternullo
1w ago00:50:09Summary readyNEAR keeps showing up in strange places: cross-chain wallets, privacy apps, AI infrastructure, and now the emerging agent economy. Sal Ternullo, CEO of SVRN, joins us to explain why he thinks this is not another NEAR pivot, but the original thesis finally coming into focus. They dig into NEAR Intents, AI money, tokenomics, privacy, fee capture, agentic commerce, and why SVRN is trying to commercialize the NEAR ecosystem rather than simply hold the asset.---🧭OKX | 120M+ USERS WORLDWIDEhttps://bankless.cc/OKXapp---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🟦 COINBASE ONE | MEMBER MONTHhttps://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix🎯THE DEFI REPORT | ONCHAIN INSIGHTShttps://thedefireport.io/bankless---TIMESTAMPS0:00 Intro2:23 Why NEAR Keeps Showing Up3:58 Pivot or Return to Roots?7:41 The “AI Money” Thesis9:54 Intents, Zashi, and Real Product Market Fit11:38 Tokenomics, Buybacks, and Value Accrual14:45 NEAR’s Different Approach From Ethereum18:00 Fees, Scaling, and First-Party Apps23:04 Cross-Chain Liquidity as NEAR’s Moat28:27 The Contrarian Investor Case for NEAR31:43 Privacy, Enterprises, and AI Agents39:38 What SVRN Is Building for NEAR46:00 Investor Sentiment and Final Thoughts---RESOURCESSal Ternullohttps://x.com/sal_ternulloSVRNhttps://x.com/svrn_ai---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
Cloudflare Needs 100M TPS from Crypto to Fix the Internet | CEO Matthew Prince
2w ago01:32:43Summary readyThe internet is about to be flooded by machines, and Matthew Prince thinks the old business model is not ready. The Cloudflare co-founder and CEO joins Bankless to explain why AI agent traffic could overtake human traffic by 2027, how crawlers are changing the economics of content, why ads and subscriptions may not survive in their current form, and how x402, stablecoins, and pay-per-crawl could create a new payment layer for the web.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🟦 COINBASE ONE | MEMBER MONTHhttps://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix🎯THE DEFI REPORT | ONCHAIN INSIGHTShttps://thedefireport.io/bankless---TIMESTAMPS0:00 Intro1:18 When AI Bot Traffic Overtakes Humans4:19 What Cloudflare Actually Does10:40 Life on the Internet’s “Ice Wall”13:33 The Internet’s Business Model Problem17:43 Google, Traffic, and the Attention Economy24:56 AI Agents and the End of Ads28:47 Why Faster Answers Can Still Hurt Creators33:26 AI Companies as the Next YouTube or Netflix38:18 Creating Scarcity for Content Markets41:52 Content Independence Day45:24 Should AI Agents Count as Human Users?51:37 The Risks of Subscription-Only AI57:24 A Golden Age of Content Creation?1:01:46 Pay-Per-Crawl and x4021:04:34 Why Stablecoins Matter1:07:56 The Cloudflare Stablecoin Question1:14:18 The Final Form of the Internet1:17:40 The Park Record and Local Journalism1:22:16 The Centralization Risk1:27:12 Advice for Content Creators---RESOURCESMatthew Princehttps://x.com/eastdakota---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
ROLLUP: David Sold His ETH | EF Exodus | Hyperliquid’s Breakout | Stagflation Fears
2w ago01:11:25Summary readyCrypto’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 why David selling his last ETH may mark a new era for Ethereum and Bankless.---📣METAMASK | $100,000 ONDO GM CHALLENGEhttps://bankless.cc/OndoOnMetaMask ---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🟦 COINBASE ONE | MEMBER MONTHhttps://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix---TIMESTAMPS & RESOURCES0:00 Intro3:28 Bear Fuel for Markets & Pockets of Bullishness in Cryptohttps://x.com/KobeissiLetter/status/2056184339390419205https://x.com/Barchart/status/2056350919139500364https://x.com/JesseCohenInv/status/2056297490366837184https://imgur.com/YqnyoBchttps://x.com/KobeissiLetter/status/2056556783221502060https://polymarket.com/event/how-many-fed-rate-cuts-in-2026https://thedefireport.io/research/signs-of-a-cycle-bottom#macro-updatehttps://www.cnbc.com/2026/05/21/iran-war-us-peace-talks-trump-hormuz.htmlhttps://polymarket.com/event/us-x-iran-permanent-peace-deal-by21:27 Hyperliquid, HYPE, and Pre-IPO Price Discoveryhttps://x.com/Matt_Hougan/status/2056720926234882533https://polymarket.com/event/openai-ipo-closing-market-caphttps://www.coindesk.com/markets/2026/05/20/elon-musk-s-spacex-holds-18-712-bitcoin-at-fair-value-of-usd1-29-billion-ipo-filing-showshttps://www.reuters.com/legal/government/sec-readies-plan-trading-crypto-versions-stocks-bloomberg-news-reports-2026-05-18/https://www.coindesk.com/markets/2026/05/21/binance-launches-spacex-pre-ipo-perps32:43 Wintermute Opens DeFi Vaults on Morphohttps://www.wintermute.com/insights/news/wintermute-launches-armitage-bringing-its-defi-and-trading-expertise-to-vault-curationhttps://x.com/wintermute_t/status/2056722776241902065https://bitwiseinvestments.com/newsroom/bitwise-expands-onchain-solutions-with-introduction-of-non-custodial-vault38:12 Trump’s Quantum Bets and U.S. Industrial Policy & Blockchain.com IPO and Ronin Migrates to Ethereum L2https://x.com/KobeissiLetter/status/2057431484915454235https://www.theblock.co/post/402182/blockchain-com-confidentially-files-for-us-ipo-as-crypto-firms-continue-public-market-pushhttps://www.coindesk.com/tech/2026/05/11/ronin-set-to-transition-to-ethereum-layer-2-from-independent-sidechain46:34 EF Exodus and Ethereum’s Identity Crisishttps://x.com/TrustlessState/status/2056383261648015443https://x.com/drjasper_eth/status/2056405742769377490/photo/1https://x.com/tkstanczak/status/2022315368430067847https://x.com/0xstark/status/2044757694389670239https://x.com/trent_vanepps/status/2044412517313556786https://x.com/barnabemonnot/status/2053914533211558331https://x.com/TimBeiko/status/2050570831491645874https://blog.ethereum.org/2026/05/11/protocol-update-may-26https://x.com/CarlBeek/status/2056379557889143042https://x.com/_julianma/status/2056391635731128763https://x.com/DefiIgnas/status/2056403039968174208https://www.theblock.co/post/395541/miladys-loyalty-pledge-unnecessary-culture-schism-ethereum-communityhttps://x.com/josephdelong/status/2019116049694880021https://x.com/dankrad/status/2057441946616930799https://x.com/ETH_Daily/status/2056549932455330020https://x.com/wmougayar/status/20472748072306118051:00:04 David Sold His ETH and a New Era for Banklesshttps://x.com/TrustlessState/status/2057183150816583834https://x.com/RyanSAdams/status/20572169813682217761:10:00 Moment of Zenhttps://x.com/ethcforg/status/2057474005913792654 ---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
Bitcoin’s $300T Credit Market Opportunity | Jeff Walton
2w ago01:18:01Summary readyBitcoin 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 turn BTC into digital capital, why Jeff says the “Ponzi” framing misunderstands the balance sheet, how 13% yield and daily dividends could disrupt credit markets, and why this new financial layer may expand Bitcoin’s TAM far beyond gold.---📣OKX | THE NEW MONEY APPhttps://bankless.cc/OKXapp---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🟦 COINBASE ONE | MEMBER MONTHhttps://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix💰NEXO | Get your 30-day access to Wealth Club Premierhttps://bankless.cc/nexo---TIMESTAMPS0:00 Intro1:59 Stretch, Risk, and Balance Sheets5:28 Dividend Backstop Debate8:53 Measuring Bitcoin Downside15:25 Success as Long-Tail Risk19:17 Common Equity as Revenue25:57 Digital Credit’s Massive Market29:37 Credit, Liquidity, and Yield33:02 Banks, Trust, and Inflation36:08 Trust Networks Rebuilt40:26 Digital Labor and Yield44:38 Bitcoin’s Growing Capital Base48:36 S-Curve and Market Size52:36 Building on Bitcoin Instruments55:58 Transforming the Asset59:12 Co-opetition in Bitcoin Credit1:03:23 Low Vol for Long Holders1:09:13 Strive Versus Strategy1:12:38 Scaling Faster Than Strategy1:14:38 Jeff’s Bitcoin Origin Story1:17:30 Closing & Disclaimers---RESOURCESJeff Waltonhttps://x.com/PunterJeffTrue North Showhttps://www.youtube.com/@BTCTrueNorthJeff’s Coffeezilla Interviewhttps://youtu.be/pvZnpppwkoM?si=lXcF6r02yzmYE9jt---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
"Crypto Without Privacy Isn't Crypto" - The Zcash Bull Case | Tushar Jain & Mert Mumtaz
2w ago01:03:54Summary readyZcash 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 primitive, why Zcash is being framed as “private Bitcoin,” how institutional adoption could normalize shielded money, what AI and onchain surveillance change about the privacy debate, and why quantum risk could become a real catalyst.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🟦 COINBASE ONE | MEMBER MONTHhttps://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix💰NEXO | Get your 30-day access to Wealth Club Premierhttps://bankless.cc/nexo---TIMESTAMPS0:00 Why Multicoin Got Interested in Zcash5:22 Mert’s Path from Solana to Zcash9:57 Why Zcash, Why Now?17:01 The Institutional Path for Private Money22:03 Zcash as a Private Store of Value25:27 Fungibility, Tainted Coins, and Financial History27:26 The Bear Case: Does Anyone Really Care About Privacy?34:43 Onchain Surveillance and Government Power39:13 Zcash Tokenomics and the Forgotten Coin Thesis44:58 The Last PVE in Crypto50:17 Zcash and the Quantum Threat59:14 Shielded Pool Growth and Upcoming Catalysts---RESOURCESTushar Jainhttps://x.com/tushar_jainMert Mumtazhttps://x.com/mert---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn
3w ago00:51:07Summary readyTwo 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 Thorn moved his odds of the bill being signed this year from a coin flip to 75%.He and David map the seven-week sprint to the president's desk, the ethics-provision standoff that could still sink everything, the bank lobby's quiet obstruction game, and why the stablecoin yield compromise leaves the real fight for rulemaking.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium------🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | MEMBER MONTHhttps://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAY to OKX | 120M+ USERS WORLDWIDEhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix💰NEXO | Get your 30-day access to Wealth Club Premierhttps://bankless.cc/nexo ------TIMESTAMPS0:00 Intro0:39 Clarity Act Vote Reactions5:16 What’s Next?10:05 Trump Veto?15:21 Stablecoin Rewards Compromise28:14 Administration Precedence31:02 Why is Clarity So Important?41:01 Which Ecosystems Benefit the Most?42:59 Clarity Act Passing Over-Under48:17 Bitcoin Price After CLARITY49:39 Closing & Disclaimers------RESOURCESAlex Thornhttps://x.com/intangiblecoins Galaxy Digitalhttps://www.galaxy.com/ Senate Banking Committee Advances Crypto CLARITY Acthttps://www.bankless.com/read/news/senate-banking-committee-advances-crypto-clarity-act ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary