Bankless

In this enlightening discussion, Austin Campbell, a stablecoin advocate and NYU professor, duels with Omid Malekan, a blockchain expert from Columbia. They delve into whether Ethereum is equipped to manage real-world assets, tackling potential vulnerabilities like hacks and regulatory interventions. The pair debates decentralization’s role and the need for stronger protections before scaling integrates with traditional finance. Their contrasting views highlight both the promise and hurdles of Ethereum's journey toward mainstream asset tokenization.

Joseph Chalom, the former crypto lead at BlackRock and co-CEO of Sharplink, dives into the future of Ethereum and its transformative potential in finance. He discusses the innovative IBIT/ETHA ramp and how Ether acts as 'high-octane money.' Chalom breaks down the role of ETH in financial products, including staking in ETFs and tokenization of assets. He shares insights on the advantages of Ether as a treasury asset compared to Bitcoin and emphasizes the need for transparency and education within the crypto investment landscape.

Haseeb Qureshi, Managing Partner at Dragonfly Capital and crypto investment expert, joins the hosts for a lively discussion. They debate Ethereum's new all-time high and its implications for the market. Haseeb shares insights on the rotation from Bitcoin to ETH, as well as the significance of Hyperliquid outpacing Robinhood. The conversation also touches on Google's upcoming Layer 1 blockchain, and the EU's exploration of a digital euro, revealing major shifts in the cryptocurrency landscape and regulatory attitudes.

In this engaging discussion, Avichal Garg from Electric Capital and McAndrew Rudisill of ETHZilla delve into the revolutionary potential of Ethereum as a treasury asset. They explore how ETH is becoming a high-quality collateral option and the innovative strategies behind ETHZilla's accumulation model. Garg and Rudisill also discuss the intricacies of credit markets, leverage discipline, and the impact of stablecoins on DeFi. The conversation touches on what it means for ETH to 'win' and how these developments may spark a DeFi after-boom.

Michael Nadeau, a writer at The DeFi Report specializing in onchain data analysis, joins to explore when the next crypto peak will happen—2025 or 2026. They discuss the implications of Powell's dovish stance, global liquidity trends, and the impact of bank lending standards on market sentiment. Nadeau highlights whale activity in Bitcoin, the breakout of ETH, and shifting altcoin dynamics. He shares insights on effective portfolio strategies, stressing the importance of conviction in high-quality assets and the risks of over-diversification.

Eric Peters, CIO of Coinbase Asset Management and founder of One River Asset Management, dives into the evolution of institutional crypto. He discusses the increased acceptance of cryptocurrencies on Wall Street, driven by new products like ETFs and stablecoins. The conversation highlights the potential of tokenization in finance, the intersection of AI and macroeconomics with crypto, and future risks of regulations. Peters paints an optimistic picture of crypto's evolution, emphasizing upcoming real-world applications and the importance of adapting strategies in a rapidly shifting landscape.

Are we at the cycle top for Bitcoin, or is an alt season on the horizon? The market signals are mixed, and with over $3B flowing into ETH ETFs, there's plenty to discuss. Michael Saylor is minting new MicroStrategy shares, while the Fed hints at a more positive crypto outlook. New York's looming crypto tax contrasts with Wyoming's innovative stablecoin debut. Meanwhile, institutional interest remains cautious amid discussions of market volatility and regulatory challenges.

Monetary historian Jeff Snider, host of Eurodollar University, shares a provocative view that challenges everything you know about the U.S. dollar. He explains how the Eurodollar system, a hidden network of interbank lending, has taken control away from the Federal Reserve. Jeff discusses the eerie parallels between stablecoins and shadow banking, and introduces the idea of a 'Silent Depression' masked by apparent asset booms. His contrarian insights may reshape your perspective on crypto and the economic landscape.

Aravind Srinivas, CEO of Perplexity, dives into the transformative power of AI in internet browsing. He discusses how AI-driven tools can replace mundane tasks with proactive assistance and emphasizes curiosity as a vital human skill in this tech era. The conversation explores a shift from keyword searches to engaging questions and the protective measures against AI-generated misinformation. With the introduction of the innovative Comet browser, Aravind shares insights on redefining browsing experiences and the challenges of competing against tech giants.

Join Michael Green, Chief Strategist at Simplify Asset Management and seasoned market contrarian, as he dismantles the myth of passive investing. He discusses how passive strategies skew market dynamics, favoring mega-caps while sidelining smaller firms. Green dives into lessons from Volmageddon and stresses the importance of a resilient, cash-flowing portfolio. The conversation also explores the true potential of crypto beyond its destructive narrative, highlighting the innovative promise of tokenized securities that could transform traditional finance.