Podcast
Bankless
Hosted by Bankless · EN
The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.
255episodes
Episodes
Newest firstAll episodes
ROLLUP: Crypto’s Nasdaq Problem | The CLARITY Act | Saylor Selling? | ETH L1 Scaling
May 801:00:17Summary readyStocks 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, why Coinbase layoffs are colliding with billion-dollar crypto raises, and what Saylor selling Bitcoin would actually mean.📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://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---TIMESTAMPS & RESOURCES0:00 Intro1:29 Markets https://www.coingecko.com/ https://imgur.com/a/xfVRCtdhttps://thedefireport.io/research/btc-is-nearing-an-inflection-point#btc-vs-nasdaq-correlationhttps://www.google.com/finance/beta/quote/.INX:INDEXSPhttps://www.reuters.com/business/stunning-us-profit-strength-ignites-stocks-charge-record-peaks-2026-05-06/https://x.com/claudeai/status/2052060691893227611https://x.com/Cointelegraph/status/2052247071491604672https://x.com/KobeissiLetter/status/2052042082185809991https://app.hyperliquid.xyz/trade/vntl:ANTHROPIChttps://x.com/jasongoepfert/status/2052110616622485834https://x.com/RyanSAdams/status/2049971216413343991https://x.com/KobeissiLetter/status/2050566239961956630https://x.com/WhitePine009/status/2050578574348845271https://x.com/Sam_Badawi/status/2050710130766074085/video/2 https://polymarket.com/event/us-x-iran-permanent-peace-deal-by/?via=bankless?https://x.com/RealStockCats/status/205204244894412411023:06 CLARITY Act Clears a Hurdlehttps://x.com/SenThomTillis/status/2051464145384489270https://x.com/faryarshirzad/status/2050325150747484421https://www.coindesk.com/policy/2026/05/01/clarity-act-text-lets-crypto-firms-offer-stablecoin-rewards-while-shielding-bank-yieldhttps://x.com/intangiblecoins/status/2050331808240156721https://x.com/kalshi_crypto/status/2052106907511320920https://polymarket.com/event/clarity-act-signed-into-law-in-2026/?via=bankless?31:20 Coinbase Layoffs vs Crypto Fundraiseshttps://x.com/brian_armstronghttps://x.com/0x_Lucashttps://x.com/katie_haun/status/2051318562497716655https://x.com/cdixon/status/2051633104549502989https://x.com/emilios_eth/status/205170424679854917634:55 Is Saylor Selling Bitcoin?https://x.com/WatcherGuru/status/2051802384943194431 https://x.com/WatcherGuru/status/205179779049426130140:44 Arbitrum DAO Meets U.S. Courtshttps://unchainedcrypto.com/u-s-court-freezes-71-million-in-kelp-dao-eth-after-north-korea-terrorism-creditors-file-claim/https://x.com/aave/status/2051329772190347560https://x.com/tayvano_/status/2050407082084663430<a target="_blank" rel="no...
Summary
“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney
May 401:16:27Summary readySpoiler alert: This episode contains spoilers for the documentary Finding Satoshi.Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the identity of Satoshi Nakamoto.They explore why Satoshi’s identity still matters, the cypherpunk roots of Bitcoin, the public interest behind the mystery, and what the search reveals about privacy, money, power, and the mythology at the heart of crypto.------🔎 FINDING SATOSHI | USE CODE: BANKLESS (20% OFF)https://www.findingsatoshi.com/bankless🎬 DEBRIEF | RYAN & DAVID BREAKDOWN THE EPSIODEhttps://www.bankless.com/podcast/debrief-finding-satoshi-how-a-private-investigator-solved-the-mystery-of-bitcoins-creator ------🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAYhttps://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 Intro1:17 Did We Find Him?6:32 Why Find Satoshi?11:54 Why OGs Didn’t Care14:57 How Hard was the Investigation?18:20 Talking to the Early Cypherpunks19:58 Public Interest26:08 Cypherpunk’s Ideology39:07 Spoiler Alert: The Aha Moment51:30 Satoshi’s Death1:00:59 Bitcoin as a Public Good1:05:23 Will Satoshi Come Back?1:10:39 Was it All Planned?1:11:52 Quantum Treasure Hunt1:14:00 What would Satoshi think of Bitcoin Today?1:17:09 Closing & Disclaimers------RESOURCESWilliam D. Cohanhttps://x.com/WilliamCohan Tyler Maroneyhttps://x.com/tydamar ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout
May 100:59:34Summary readyMarkets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAYhttps://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 ---TIMESTAMPS & RESOURCES0:00 Intro2:28 Oil War & $120 Oil Crisishttps://x.com/pete_rizzo_/status/2049589290326212768https://x.com/KobeissiLetter/status/2049713857728524691https://x.com/KobeissiLetter/status/2049534394302394603https://x.com/Rory_Johnston/status/2049834460233756744https://x.com/KobeissiLetter/status/2048593172423495858https://x.com/charliebilello/status/2049613424749838445https://x.com/KobeissiLetter/status/2048461842540834913https://x.com/biancoresearch/status/2049598646648181221https://tether.io/news/tether-supports-freeze-of-more-than-344-million-in-usdt-in-coordination-with-ofac-and-u-s-law-enforcement/https://x.com/AggrNews/status/2047711619304587602https://x.com/SecScottBessent/status/204928144245100171116:46 Markets Rally vs Reality (AI Boom) or AI Bubble & IPO Top Signalhttps://x.com/KobeissiLetter/status/2049165243100827821https://x.com/KobeissiLetter/status/2049149137292001672https://x.com/NoLimitGains/status/2049213286311436597https://x.com/shiri_shh/status/2049040515107270751https://x.com/Shaughnessy119/status/2049228075766788402https://x.com/IvayloPashov/status/2049475041113378909https://x.com/realarmaansidhu/status/204708057473759279827:22 Fed, Powell, Rising Inflation, Bitcoin Narrative & National Securityhttps://x.com/EdwardLawrence/status/2049583458393980995https://x.com/firsttohearit/status/2049574617665c114570 https://x.com/KobeissiLetter/status/2049551229349511663https://www.cnbc.com/2026/04/29/jerome-powell-says-he-will-continue-to-serve-as-a-fed-governor-even-after-chairmanship-ends-.htmlhttps://x.com/KobeissiLetter/status/2049609008399503750https://x.com/pete_rizzo_/status/2049589290326212768https://x.com/TFTC21/status/2049135996654981459 36:59 MegaETH Launchhttps://x.com/megaeth/status/2047352341473505435https://cryptobriefing.com/megaeth-token-generation-event-set-for-april-30-2026/https://x.com/bread_/status/2049870525779128345https://dexscreener.com/megaeth/0x5fb29184c49546c13a14a3958f21e5759f0821f2https://x.com/bubblemaps/status/2049874252153618436https://www.youtube.com/watch?v=g4YI5u-hZJo40:33 DeFi Bailout (KelpDAO → DeFi United)https://defiunited.world/https://x.com/StaniKulechov/status/2047413237113868576https://x.com/aave/status/2048189931856535887https://x.com/CoinDesk/status/2049290843677151501https://x.com/aave/status/2048958367658332413https://x.com/jussy_world/status/204953415448884025948:30 Polymarket Insider Trading Casehttps://www.justice.gov/opa/pr/us-soldier-charged-using-classified-information-profit-prediction-market-betshttps://www.bbc.com/news/articles/clyxd5wrr0wohttps://www.wsls.com/news/national/2026/04/28/us-soldier-charged-with-using-intel-to-win-400k-on-maduro-raid-to-appear-in-court-in-nyc/https://x.com/shayne_coplan/status/204771270634232649651:27 “Code Is Not a Crime” vs Realityhttps://cointelegraph.com/news/acting-ag-blanche-signals-doj-pivot-code-is-not-a-crimehttps://x.com/Cointelegraph/status/2048834708088267256 https://www.therage.co/blanche-vegas/https://x.com/valkenburgh/status/2048846522347884669https://x.com/rstormsf/status/204915768391646427855:45 Stablecoins Go Mainstream (Visa + Meta)https://investor.visa.com/news/news-details/2026/Visa-Accelerates-Stablecoin-Momentum-Adding-Five-Blockchains-for-Settlement/default.aspxhttps://www.coindesk.com/business/2026/04/29/tech-giant-meta-starts-paying-some-creators-in-stablecoin-with-stripe-s-supporthttps://x.com/dwr/status/204955185599130838758:50 Closing & Disclaimers---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
MegaETH Token Launch with Co-Founders Shuyao and Lei
Apr 3001:14:26Summary ready$MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and proximity markets could become core revenue streams, and how the team is thinking about appchains, AI agents, security, and Stage 2 decentralization.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🟦 COINBASE ONE | GET 20% OFFhttps://bankless.cc/coinbase-one🧭OKX | TRADE, EARN, PAYhttps://app.okx.com/join/USBANKLESS🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix💰NEXO | YIELD + CREDIT LINEhttps://bankless.cc/nexo---TIMESTAMPS0:00 MegaETH Reaches TGE: KPIs and Milestones3:10 The 10 Apps That Unlocked Launch8:12 Composability for New Crypto Apps11:22 World Markets as MegaETH’s Liquidity Hub14:13 USDM and the First Revenue Stream15:59 Co-Location, Low Latency, and Proximity Markets19:40 Proximity Markets vs. MEV22:13 Revenue and Token Value Accrual25:15 Ethereum Decentralization as a KPI27:40 Token Unlocks and Launch Supply30:31 Terminal, Incentives, and Flux32:28 MegaETH vs. Appchains38:31 Could MegaETH Support Polymarket Scale?41:12 AI Agents on a Fast, Cheap Chain47:23 KelpDAO, Arbitrum, and L2 Decentralization55:38 Life After TGE---RESOURCESShuyao Konghttps://x.com/hotpot_daoLai Yanghttps://x.com/yangl1996---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis
Apr 2902:09:42Summary readyRory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history.Oil markets are already screaming. Supply is trapped, inventories are being drained, and the market may still be underpricing the scale of the disruption. If the Strait stays closed, Rory says the path to $200 oil is no longer crazy. It may be the next stop.This is oil, geopolitics, inflation, and markets all colliding at once.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium------🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF https://bankless.cc/coinbase-one🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix💰NEXO | YIELD + CREDIT LINEhttps://bankless.cc/nexo🧭OKX | TRADE, EARN, PAYhttps://app.okx.com/join/USBANKLESS------TIMESTAMPS0:00 Intro1:17 What is a Barrel of Oil?7:04 How is Oil Transported?8:24 Is Oil Fungible?13:25 Oil Then Vs Now17:10 Peak Oil?24:59 Hydrocarbon World Distribution29:32 What is Spare Capacity?32:14 Inventories in the Buffer System35:04 Oil Futures38:59 Oil Curve44:51 Economic Implications of Oil Markets48:48 Straight of Hormuz55:30 Future Oil Price Action1:03:53 Steelmanning the Market Reaction1:13:23 When will the Straight Open?1:21:57 Is the USA Winning?1:27:49 Pressuring Iran1:31:48 Signals to Watch1:33:36 Fast Forward to 20501:38:38 Closing & Disclaimers------RESOURCESRory Johnstonhttps://x.com/Rory_Johnston Commodity Contexthttps://www.commoditycontext.com/ ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats
Apr 2701:59:30Summary readyHas Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “AI is the new QE” thesis, the scarcity-versus-abundance portfolio, why the S&P may struggle in an AI regime, what a more muted Bitcoin cycle looks like, and where he still sees upside across the rest of crypto.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🟦 COINBASE ONE | GET 20% OFFhttps://bankless.cc/coinbase-one🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix💰NEXO | YIELD + CREDIT LINEhttps://bankless.cc/nexo🧭OKX | TRADE, EARN, PAYhttps://app.okx.com/join/USBANKLESS---TIMESTAMPS0:00 Intro2:07 Jordi’s bold Bitcoin call4:18 The AI endgame lands at Bitcoin9:26 Bitcoin as the purest AI trade12:49 SaaSpocalypse, quantum fear, and the private credit risk20:49 AI is the new QE26:55 Inflation, deflation, and the scarcity squeeze34:28 What happens to stocks from here44:24 Is AI a bubble?48:17 The Bitcoin IPO and muted cycles1:01:01 Has Bitcoin already bottomed?1:09:03 The broken social pact1:13:21 The rest of crypto, from ETH to stablecoins1:17:29 Inside the scarcity portfolio1:20:42 Jensen vs. Dwarkesh, China, and the chip war1:27:42 Jordi’s AI stack and where to follow his work---RESOURCESJordi Visserhttps://x.com/jvisserlabsJordi’s Substackhttps://substack.com/@visserlabs---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH
Apr 2401:30:10Summary readyMarkets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s controversial decision to freeze funds. They also explore whether AI will drive deflation or inequality, unpack a new bullish ETH thesis, and debate why the biggest risks in crypto may be building beneath the surface.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix 🧭OKX | TRADE, EARN, PAYhttps://bankless.cc/OKX💰NEXO | YIELD + CREDIT LINEhttps://bankless.cc/nexo🎯THE DEFI REPORT | ONCHAIN INSIGHTShttps://thedefireport.io/bankless---TIMESTAMPS & RESOURCES0:00 Intro1:57 Markets Still Bullish?https://x.com/EricBalchunas/status/2047282771664453641https://thewolfden.substack.com/p/strategy-owns-more-btc-than-blackrockhttps://x.com/SecScottBessent/status/2046703137541837285https://polymarket.com/event/us-x-iran-permanent-peace-deal-by/?via=bankless?https://x.com/danielisdizzy/status/2047037188500554010 https://x.com/MikeZaccardi/status/2045855067710914995https://polymarket.com/event/kevin-warsh-confirmed-as-fed-chair-by-may-15/?via=bankless?https://polymarket.com/event/fed-rate-cut-by-629/?via=bankless?https://x.com/ylecun/status/2045610129119117574https://x.com/pdmsero/status/2046943519101661561https://x.com/KobeissiLetter/status/2045675498529808886https://x.com/KobeissiLetter/status/204607137544660612527:32 KelpDAO $300M Exploit & DeFi Fallouthttps://www.galaxy.com/insights/research/kelpdao-layerzero-exploit-defihttps://defillama.com/protocol/aave-v3https://x.com/LayerZero_Core/status/2046081551574983137https://x.com/0xdoug/status/2045988844718453186https://x.com/arbitrum/status/2046435443680346189http://l2beat.com/scaling/projects/arbitrumhttps://x.com/TheCryptoNexus/status/2046569510442787209https://x.com/0xfluid/status/2046971208550486244https://www.coingecko.com/en/coins/sparkhttps://www.coingecko.com/en/coins/aave50:26 Productive Money ETH Thesishttps://thewolfden.substack.com/p/the-250k-eth-thesis-sounds-great55:28 Prediction Markets & Perps Expansion & Tether $344M Freezehttps://x.com/polymarket/status/2046653304810156283/?via=bankless?https://polymarket.com/perps/?via=bankless?https://x.com/aaronjmars/status/2047017251270734309https://polymarket.com/event/highest-temperature-in-paris-on-april-23-2026/?via=bankless?https://tether.io/news/tether-supports-freeze-of-more-than-344-million-in-usdt-in-coordination-with-ofac-and-u-s-law-enforcement1:00:11 MegaETH & New Chain Activityhttps://x.com/bread_/status/2047336293462589788https://app.hyperliquid.xyz/tradehttps://www.coingecko.com/en/coins/monad1:01:52 Device-Level KYC / Surveillance Statehttps://x.com/RyanSAdams/status/2044491861125996617<p class=...
Summary
The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus
Apr 2301:13:33Summary readyA $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems. Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the damage so severe, what Arbitrum’s intervention means for immutability, and why DeFi now needs an aerospace-grade security mindset to survive the AI era.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium------🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download 🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix 🧭OKX | TRADE, EARN, PAYhttps://bankless.cc/OKX💰NEXO | YIELD + CREDIT LINEhttps://bankless.cc/nexo🎯THE DEFI REPORT | ONCHAIN INSIGHTShttps://thedefireport.io/bankless------TIMESTAMPS0:00 Intro0:57 Worst DeFi Hack Ever?7:01 What Happened?10:11 How Sophisticated?11:42 Explaining the Hack to TradFi16:51 Who’s to Blame?22:13 L2 Architecture Consequences28:17 How Does it Get Resolved?31:46 Circuit Breakers & Rate Limiters34:05 AAVE V434:51 Arbitrum Intervention Implications42:02 Code is Law vs Human Governance51:59 Stage 1 vs Stage 2 Rollups55:29 Post-Hack DeFi1:03:05 Aerospace Level Security1:09:49 Will DeFi Survive?1:14:33 Closing & Disclaimers------RESOURCESDan Elitezer https://x.com/delitzer Odysseushttps://x.com/odysseas_eth Odysseus Articlehttps://x.com/odysseas_eth/status/2019833220431507504 Phylax Systemshttps://phylax.systems/ ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman
Apr 2101:24:22Summary readyEthereum may be one of the most underappreciated assets.In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-value properties of gold and Bitcoin, plus the ability to compound through network activity. We unpack the $250K ETH thesis, why traditional DCF models miss the bigger picture, and why Ethereum’s role as the settlement layer for a tokenized economy could unlock massive monetary premium.------📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium------🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast 🪐GALAXYONE | SOLANA STAKINGhttps://bankless.cc/GalaxyOne🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download 💰NEXO | YIELD + CREDIT LINEhttps://bankless.cc/nexo🧭OKX | TRADE, EARN, PAYhttps://bankless.cc/OKX🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix ------TIMESTAMPS0:00 Intro4:45 $250K ETH?6:04 How to Price ETH8:15 ETH’s Monetary Premium10:25 What Differentiates ETH13:54 The Path to $250K ETH16:35 Menger’s Monetary Attributes20:28 Scarcity24:58 Fungibility26:43 Divisibility27:45 Portability28:28 Durability34:30 Verifiability35:27 Censorship Resistance37:00 ETH is Productive Money41:39 How is ETH Productive?46:40 Ethereum’s Tollbooth51:28 Counterparty Risk53:48 Productive Money vs Dead Capital58:03 Pitching Productive Money to Wall Street1:00:08 Why is ETH Underappreciated?1:04:19 Wall Street ETH Investors1:11:28 Other L1s1:14:06 Why Not Just Buy the S&P?1:15:00 Ethereum Technical Risks1:17:20 How Does ETH Get to $250K?1:23:18 Closing & Disclaimers------RESOURCESETH is Productive Moneyhttps://www.productivemoney.org/ Michael McGuinesshttps://x.com/mikemcg0 Vivek Ramanhttps://x.com/VivekVentures Etherealizehttps://www.etherealize.com/ ------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Summary
Can AI Agents Build Real Businesses? | Kelly Claude creator Austen Allred
Apr 2001:14:37Tap to summarizeAusten Allred joins Bankless to unpack Kelly Claude, the AI agent he has given an LLC, bank accounts, a token, and even a human employee. They explore how Kelly finds software opportunities, ships apps to the App Store, learns through orchestration and factory-style workflows, and why crypto rails may be the missing layer for agent-to-agent commerce.---📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24https://bankless.cc/spotify-premium---BANKLESS SPONSOR TOOLS:🔮POLYMARKET | #1 PREDICTION MARKEThttps://bankless.cc/polymarket-podcast🪐GALAXYONE | SOLANA STAKINGhttps://bankless.cc/GalaxyOne🦊 METAMASK | DOWNLOAD NOWhttps://go.metamask.io/BL-Pod-Download💰NEXO | YIELD + CREDIT LINEhttps://bankless.cc/nexo🧭OKX | TRADE, EARN, PAYhttps://bankless.cc/OKX🌐BRIX | EMERGING MARKET YIELDhttps://bankless.cc/brix---TIMESTAMPS0:00 Intro1:05 Meet Kelly4:46 Why Kelly needed an LLC, bank account, and token10:27 The real goal is a zero-human company15:46 The apps Kelly is already shipping18:33 Can taste be replicated?21:53 Why AI defaults to consensus30:04 What orchestration and factories actually mean34:21 How autonomous is autonomous?38:20 The marketing factory and why AI ads must look worse46:47 Why Ryan and David’s agent Daniel keeps failing54:43 Can there be a generic template for AI companies?59:14 If everyone can build over a weekend, what are the moats?1:06:08 Why crypto finally clicks for AI agents1:12:32 The missing crypto product is distribution1:14:57 Advice for builders experimenting with agents---RESOURCESAusten Allredhttps://x.com/AustenKelly Claudehttps://x.com/kellyclaudeai---Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
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