Bankless

Join Haseeb Qureshi, a general partner at Dragonfly, as he unpacks the chaos surrounding Trump's new tariffs and the intensifying trade war with China. He dives into the economic repercussions, including market volatility and rising recession fears. Haseeb also examines how these factors intersect with the cryptocurrency landscape, especially in relation to Bitcoin and altcoins amidst regulatory shifts from the newly appointed SEC chair. Plus, get insights into the exciting developments of the MegaEth testnet and its potential to reshape Ethereum's infrastructure.

This week’s guest is Josh Kale, a frontier tech enthusiast who's back to dissect the buzz surrounding Meta’s recently launched Llama 4, which faces scrutiny over its claims. They delve into the ambitious 'AI 2027' roadmap predicting geopolitical shifts and the rise of superintelligence. Kale also highlights Shopify's bold shift to mandatory AI use for employees and discusses Claude Education's innovative AI tutors aiming to enhance student performance. Plus, they explore a16z's gigantic $20 billion fund to shape the future of AI applications.

Vivek Raman and Danny Ryan, co-founders of Etherealize, aim to connect traditional finance with the Ethereum ecosystem. They discuss Ethereum's readiness for institutional adoption, highlighting innovations like Layer 2 scaling and a supportive regulatory environment. The dual structure of Etherealize—merging for-profit consulting with nonprofit research—is examined as a strategy for growth. They also explore Ethereum's evolving landscape and the vital role of community collaboration in driving its future in finance.

Alex Thorn, Head of Research at Galaxy Digital, shares valuable insights on recent market upheavals stemming from Trump's tariff announcement. He discusses its widespread effects on trade policies and investor sentiment. The podcast dives into Circle's intriguing IPO, revealing financial details that could reshape the crypto landscape, and explores CoreWeave's pivot from mining to AI. Thorn also touches on the growing significance of energy sources like nuclear power in supporting the future of AI development.

The podcast dives deep into the astounding rise of OpenAI’s ChatGPT, hitting a million users in just 60 minutes. CoreWeave's IPO sends ripples across the markets, while xAI's acquisition of X (formerly Twitter) signals a bold merger of AI and social media. The new Gemini 2.5 Pro model challenges the competition with impressive capabilities. Plus, hear about the 'gibbification' trend, the surge in AI coding tools like Cursor, and the growing intersection of AI with cryptocurrency, hinting at an exciting future ahead!

Felipe Montealegre, co-founder of Thea Capital, is an expert in internet finance and the evolution from traditional finance to decentralized systems. He discusses the shift from siloed financial practices to a unified Internet Financial System that enhances capital mobility. The conversation highlights the challenges traditional banking faces, innovations through smart contracts, and how decentralized finance can bolster property rights globally. Felipe emphasizes the need for legal frameworks to adapt to this digital transformation, making financial systems more accessible and efficient.

Vlad Tenev, CEO of Robinhood, shares his ambitious vision for tokenizing high-profile assets like SpaceX and OpenAI, making them accessible to retail investors. He discusses the transformative potential of prediction markets as tools for accurate forecasting and public sentiment. Additionally, Tenev introduces Robinhood's innovative products such as Cortex and Strategies, emphasizing how AI can enhance trading experiences and personal finance management. This enlightening conversation highlights the intersection of traditional finance and the evolving world of crypto.

Mike Ippolito, a crypto media colleague and co-host of the Bell Curve podcast, shares insights on the recent surge in institutional interest in stablecoins. He discusses the drama surrounding Hyperliquid, which faced a market manipulation attack, and the significant milestone of the U.S. Treasury removing Tornado Cash from its sanctions list. Additionally, the conversation covers Robinhood's new banking features and what this means for the future of decentralized finance, sparking lively debates about the evolving crypto landscape.

The rise of Pump.Fun is nothing short of extraordinary as it transforms the memecoin landscape with innovative strategies. Alon discusses how memecoins influence user behavior and the importance of fostering positive interactions in the crypto community. The introduction of PumpSwap aims to streamline on-chain trading, enhancing accessibility for users. With $600 million in funding, the platform focuses on sustainable practices and community engagement, while challenging the perception of memecoins in the financial ecosystem.

In this discussion, Tim Beiko, the Ethereum Foundation's Core Devs Coordinator, delves into Ethereum's future with exciting upgrades like Pectra and Fusaka. He explains how the Pectra hard fork will enhance validator efficiency and address scaling issues. Tim also discusses innovative wallet solutions merging EOAs with smart contracts. The conversation highlights the emphasis on security and adaptability in upgrades while navigating the roadmap for Ethereum's scalability. Get ready for a thrilling evolution in the Ethereum landscape!