Bankless

Dive into the evolving world of prediction markets and their impact on real-time intelligence, including recent trades around Venezuela. Discover Solana's surge in decentralized exchange volumes and Ethereum's record in stablecoin settlements. The discussion also touches on Zcash's governance crisis and its market fallout. Plus, Vitalik's bold claim about solving the trilemma in blockchain, and insights into Morgan Stanley's ETF filings signal growing institutional interest.

Brent Johnson, Founder of Santiago Capital and creator of the Dollar Milkshake Theory, dives into the complexities of global currency dynamics. He argues that while some may want to de-dollarize, the Eurodollar system continues to enforce dollar demand. Johnson discusses how the GENIUS Act could boost the use of stablecoins and facilitate redollarization. He also explores the implications of sovereign debt crises, the influence of AI on economic conditions, and the emerging currency competition between the US and China.

In this lively discussion, Anthony Sassano, a savvy Ethereum analyst, dives into the ongoing Aave civil war over governance control and fees. He highlights the recent surge of precious metals and the implications for crypto markets. The duo also celebrates Uniswap's significant unification win and cheers the new pro-crypto CFTC chair's potential impact. Lastly, they tackle the looming threat of quantum computing to Bitcoin's future security, raising crucial questions about its post-quantum readiness and systemic implications.

Mike Ippolito, a savvy crypto investor and commentator, discusses the turbulent landscape of crypto as it transitions into a more fundamental era, akin to the post-dot-com age. They unpack the prospect of an Ethereum renaissance, while Bitcoin may face sentiment challenges. Ippolito predicts a decline in speculative hype, the growing importance of investor narratives, and the consolidation of blockchain infrastructure. Plus, the conversation touches on the implications of quantum computing and evolving revenue models as investors prioritize stability in the crypto market.

In this engaging discussion, Arnav Pagidyala, an investment partner at Bankless Ventures, shares insights on the future of crypto investing. He explores the next wave of on-chain lending and the potential of equity perps in retail markets. The duo dives into the evolution of DeFi neobanks and the importance of verticalized tokenization platforms. They also predict how compliant ICOs could reshape capital formation and how AI agents may revolutionize crypto finance. This conversation is a treasure trove for anyone looking to understand the evolving landscape of digital finance!

Ryan and David dive into bold crypto predictions for 2026, highlighting stablecoins poised to become mainstream payment methods. They foresee a surge in tokenization, along with a wave of new crypto ETFs capturing institutional interest. Discussions around market regulations reveal potential shifts in flow dynamics. Quantum risks loom on the horizon but are deemed manageable for now. The rise of decentralized exchanges could disrupt traditional trading. As they contemplate the future, contrasting visions of crypto's evolution emerge, emphasizing the diverse paths ahead.

Ben Cowen, a data-driven crypto analyst and creator of IntoTheCryptoverse, dives into the evolving landscape of cryptocurrency. He suggests Bitcoin may have peaked and explores the implications for altcoins. Cowen analyzes Ethereum's potential to break new ground while discussing the slim chances for a broad alt season. He attributes the current lack of market excitement to macro conditions and AI’s influence on investor focus. With insights on Fed policies and the need for utility in crypto, Cowen provides a compelling vision for what 2026 could hold.

Joey Krug, a Partner at Founders Fund and co-founder of Augur, explores whether the crypto-native era is fading as mainstream adoption rises. He uncovers insights on the evolution and impact of prediction markets, emphasizing Polymarket's recent success and regulatory challenges ahead. Joey shares his thoughts on the balance between institutional acceptance and cypherpunk ideals, the future of crypto finance, and potential innovations that could reshape prediction markets. He also reflects on the lessons learned from a decade of crypto.

Crypto may be down, but innovation is booming! Coinbase is transforming into a financial super app, while JPMorgan's new tokenized money market fund raises eyebrows. The hosts discuss Solana's Firedancer launch and Aave's governance struggles over tokenholder rights. They also explore the SEC’s approval for DTCC's tokenization pilots and the impact of prediction markets on the industry. Additionally, industry reactions to Do Kwon's sentencing and a Netflix rom-com featuring Bitcoin add a cultural twist to the ongoing crypto narrative.

Threadguy, also known as Michael, is a crypto-savvy trader and founder of Counterparty Media, renowned for his insights into Gen Z's unique market mentality. He discusses how trading has evolved into a spectator sport, fueled by Gen Z's internet fluency. The conversation delves into ‘Entertainment Finance,’ where trading mimics gaming culture. Threadguy also highlights the impact of social proof on market entry, and how tokens could redefine investment landscapes. He argues that today’s traders are like athletes, and every asset may soon become content.