Bankless

Joe Lubin, co-founder of Ethereum and founder of ConsenSys, discusses his new venture, SBET, designed to accumulate Ether as a treasury asset. He explores a potential shift in Ethereum's narrative, likening himself to Michael Saylor for ETH. The talk delves into regulatory challenges, why Ether may outperform Bitcoin, and its promise as a multi-trillion-dollar asset. Lubin also touches on the evolution of decentralized finance, Ethereum's scalability innovations, and its future role as a dominant store of value.

Circle's IPO has skyrocketed to a staggering $20 billion, marking Wall Street's growing affection for stablecoins. The chaotic launch of a Trump-linked crypto wallet raises eyebrows, especially with family denials. Meanwhile, Ethereum shifts into overdrive with a new, lean R&D team amid layoffs. Discussions about Pump.fun's controversial $4 billion valuation split opinions, while Ray Dalio's endorsement of Bitcoin adds spice to investment conversations. Plus, comedic casting debates on crypto figures spark laughter and speculation!

In a riveting debate, Daniel Kokotajlo, a former OpenAI researcher and author of AI 2027, argues for a rapid intelligence explosion, while Arvind Narayanan, a Princeton professor and co-author of AI Snake Oil, asserts that AI is manageable and slow to reshape society. They tackle whether AI is just another technology or a new species, explore its potential economic transformations, and discuss the power dynamics involved in AI governance. Their contrasting perspectives provide a fascinating glimpse into the future of AI and its implications for humanity.

Austin Adams, founder of Whetstone and creator of Doppler, dives into the future of token launches. He discusses the necessity of a diverse token ecosystem and how Doppler’s modular tools empower creators and DAOs. The conversation highlights innovative concepts like dynamic bonding curves to tackle market risks and improve governance in meme coins. Austin envisions a world where tokens drive real value, bridging traditional finance and crypto, making the launch process more accessible for all creators.

Mike Novogratz, CEO of Galaxy Digital and a prominent cryptocurrency advocate, discusses Bitcoin's surge to new heights amid economic uncertainty. He highlights the bond market crisis and the implications of the Genius Act for stablecoins. The conversation shifts to the exciting intersection of crypto and AI, showcasing how Galaxy is positioned for success. They examine the evolving role of the U.S. dollar, the tokenization of traditional finance, and the future of global financial systems. It's a captivating insight into the changing landscape of finance.

Dive into the political turmoil surrounding crypto with highlights from JD Vance’s bold speech at Bitcoin 2025. Discover the massive $425 million ETH investment that has everyone talking, drawing parallels to MicroStrategy. Learn about the recent court decision halting Trump-era tariffs and its implications for the crypto market. Signs of a 'Stablecoin Summer' emerge as banks explore dollar-backed coins. Plus, the risks associated with copycat crypto vehicles and the buzz around potential disruptions in the investment landscape.

Luke Drago and Rudolf, co-authors of 'The Intelligence Curse', delve into the transformative effects of advanced AI on labor markets and social mobility. They highlight the risks of job displacement and the emergence of a static society, where wealth dictates status. The duo discusses how AI might reshape political power and governance, urging for a decentralized approach to preserve democracy. They explore ethical concerns regarding government investments and the paradox of resource-rich nations, emphasizing the need for equitable frameworks as we navigate this AI-dominated future.

Michael Nadeau, Founder of The DeFi Report, dives into the potential of an altseason and the macro conditions driving it. He discusses why Ethereum and certain altcoins might be ready to outperform Bitcoin, emphasizing the importance of fundamental metrics like protocol cash flows. Michael also reflects on historical market cycles, investor psychology, and the current momentum of Bitcoin while sharing his personal portfolio insights. If you're looking for cues on navigating the crypto landscape, this conversation provides valuable strategies.

Join Jonah Weinstein from Skycatcher as he introduces RSOV, a revolutionary metric for evaluating Layer 1 assets. He critiques traditional valuation models like REV and DCF for their shortcomings in the crypto space. Discover how RSOV combines realized value with market dynamics to offer a clearer picture of token worth. The discussion highlights the unique status of Bitcoin and the rising significance of Ethereum in decentralized finance. Get ready for fresh insights that could reshape your understanding of digital currencies!

Bitcoin has skyrocketed to $111K amidst macroeconomic chaos and a floundering U.S. Treasury bond market. A groundbreaking stablecoin bill is making waves, with significant implications for regulation. Ethereum's latest advancements could skyrocket transaction speeds, while Texas sets a bold precedence with its own Bitcoin reserve. The constellation of market changes raises the prospect of an alt season, adding excitement to the crypto landscape. Financial experts weigh in on investment strategies in this rapidly evolving sector.