Endgame with Amanda Cassatt

Ethereum has always been the foundation for the next financial system.Amanda Cassatt sits down with Grant Hummer, co-founder of Etherealize, to explore why Ethereum continues to be misunderstood, especially by institutions, and what it will take to change that.They go deep on Ethereum’s cultural and economic DNA, from early narrative missteps to what makes ETH uniquely positioned to dominate tokenization and programmable finance. Grant explains why rollups matter, how proof-of-stake has changed the game, and what Ethereum’s endgame could look like if it wins.Then they turn to Bitcoin. Grant lays out the case for why BTC, despite its mythology, faces real threats from its security model to the looming problem of quantum resistance. As Ethereum continues evolving while Bitcoin stands still, what happens next?This episode makes one thing clear: Ethereum isn’t playing catch-up, it’s playing for keeps.TIMECODES:00:00 The Genesis of Etherealize02:53 Bridging the Gap: Educating Wall Street on Ethereum05:53 Understanding Ethereum's Value Metrics09:11 The Role of Rollups in Ethereum's Ecosystem11:56 The Bull Case for Ethereum: Digital Oil vs. Digital Gold15:09 Ethereum's Future: Tokenization and Market Dynamics18:07 The Battle for Developer Hearts and Minds21:04 Navigating Regulatory Landscapes23:59 The Shift to Proof of Stake: A New Era for Ethereum27:00 Bitcoin vs. Ethereum: The Future of Digital Assets29:59 The Road Ahead for Etherealize and EthereumRESOURCES:Follow Grant: http://x.com/gphummer?lang=enSubscribe to Endgame: https://www.youtube.com/@endgamepodcast  Amanda on X:  https://x.com/amandacassatt  Serotonin on X: https://x.com/serotonin  Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd   Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440  Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

What if the real threat to humanity isn’t death, but the belief that life needs to mean something?In this episode of Endgame, Amanda Cassatt and Bryan Johnson explore the architecture of a world where death is optional and meaning might be too. Rejecting first-principles thinking, the problem-solving method rooted in historical patterns and known truths, Bryan proposes zeroth-principles thinking: a framework that imagines human existence beyond inherited assumptions. In this future, meaning may vanish along with our drive for ambition, legacy, and identity.They discuss why accomplishment might be nothing more than preparation for death, how attachment to power, wealth, and status could undermine our survival, and why it’s easier to imagine the end of the world than the end of capitalism. Bryan also explores a world beyond game theory, where humanity disables evolutionary instincts like competition and status-seeking, treating them as flaws in our biological code.This is a philosophical autopsy of mortality, meaning, and the psychological machinery we’ve built around being human.TIMESTAMPS: 02:56 Debating Life and Death: The Immortality Argument06:06 The Case Against Immortality: Societal Implications08:50 Wealth, Power, and the Future: A Generational Perspective11:51 The Role of Legislation in a Changing Society14:34 The Nature of Meaning: Life, Death, and Legacy17:35 The Evolution of Human Behavior: Risk and Sacrifice20:46 Post-Meaning: Redefining Existence in a New Era23:46 The Future of Innovation: Aging and Stagnation26:27 The Role of AI: Navigating Uncertainty and Change29:26 The Dilemma of Existence: Freedom vs. Attachment32:35 The Final Thoughts: Embracing Uncertainty and Change

Can a digitally native dollar outcompete the systems that built global finance?Sean Neville, Co-Founder of Circle and former President of Circle Financial, unpacks why stablecoins are not just a side note in crypto, they’re the financial infrastructure quietly reshaping global payments, remittances, and even central bank strategy.Together, Sean and Amanda explore how stablecoins are reshaping global finance, from reducing friction in traditional payment systems to creating programmable money with transparency and trust at the core. They dissect the promise of decentralization, the role of regulatory frameworks like the Genius Act, and how Circle’s long-term compliance strategy sets it apart from competitors like Tether. But the conversation doesn’t stop at crypto. Amanda and Sean dive deep into how AI-native institutions are already emerging, why AI agents may soon become primary economic actors, and what the financial world could look like when reliability matters more than cost.TIMESTAMPS: 00:00 Understanding Stablecoins08:04 Infrastructure and Governance in Stablecoins13:24 The Evolution of Payment Systems16:33 Regulatory Clarity and the Genius Act21:20 Market Dynamics: Circle vs. Tether25:42 The Rise of Stablecoins29:39 AI Native Financial Institutions34:34 The Future of AI in Finance45:59 Navigating the AI Spectrum: Doomers to Bloomers

Do you think UBI is inevitable in an AI-driven world?Martin Köppelmann, co-founder of Gnosis, Gnosis Safe, and Circles, believes Universal Basic Income isn’t just possible, it’s inevitable. In a world where AI disrupts the job market, he says we won’t be able to rely on states or billionaires to deliver it.In this episode, Martin and Amanda unpack what “basic” income should really mean. He argues UBI should be simple, universal, and free from government control, biometric scans, or eligibility checks and believes crypto offers a way for communities to create and distribute money themselves without needing permission from centralized powers.Known for building trusted infrastructure in crypto, Martin has spent the last decade quietly obsessed with another question: how do we fund human dignity from the ground up? This is a conversation about post-AI economics, the limits of state welfare, and why issuing your own money might be the most radical and necessary act of all.TIMESTAMPS00:00 The Future of Universal Basic Income (UBI)05:33 AI's Impact on Job Markets and UBI09:06 The Mechanics of UBI Implementation12:02 Defining Basic Needs for UBI15:33 Funding UBI: Who Pays?18:49 Preventing Inflation and Maintaining Purchasing Power20:20 Managing Scope Creep in UBI Programs23:13 Dependence on UBI and Societal Resilience25:44 Crypto and UBI: A New Economic Model30:40 Circles: A Community-Based Currency System32:57 The Currency Debate: Martin Tokens vs US Dollar38:00 Circles: A New Approach to Currency42:35 WorldCoin vs Circles: A Comparison of UBI Approaches46:54 Decentralized UBI: Empowering Individuals48:22 Circles 2.0: New Features and Future Prospects54:43 AI Doomsday: The Future of Humanity and AIRESOURCESMartin on X: https://x.com/koeppelmann @koeppelmannSubscribe to Endgame: https://www.youtube.com/@endgamepodcast  Amanda on X:  https://x.com/amandacassatt  Serotonin on X: https://x.com/serotonin  Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440 Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

Could quantum computers destroy Bitcoin?John Lilic, early Ethereum adopter and crypto investor and Stefano Gogioso, quantum computing expert and Oxford lecturer, unpack one of the biggest threats on crypto’s horizon: Q-Day - the moment quantum computers become powerful enough to break the encryption behind Bitcoin, Ethereum, and the entire blockchain ecosystem.Together with Amanda, they dive deep into what quantum cryptography actually means, why current encryption standards are dangerously outdated, and what crypto needs to do right now to prepare for a post-quantum world. John and Stefano debate how close Q-Day really is, what’s being done (or not) to prevent chaos in the stablecoin and DeFi systems, and why this topic isn’t getting the attention it deserves.TIMESTAMPS00:00 The Threat of Quantum Cryptography05:03 Understanding Quantum Computing and Its Implications10:04 The Race for Quantum Computing Technology14:55 Use Cases and Applications of Quantum Computing19:48 The Preparedness of Blockchain for Quantum Threats28:32 The Quantum Threat to Cryptography31:41 Market Perceptions and Quantum Computing34:55 Valuations in Quantum Computing35:43 Understanding Quantum Progress and Its Implications39:08 The Future of Quantum Cryptography41:38 Innovations in Quantum Cryptography48:12 Preparing for Quantum Risks51:41 Philosophical Implications of Quantum MechanicsRESOURCESJohn & Stefano on X: @LilicJohn & @StefanoGogiosoSubscribe to Endgame: https://www.youtube.com/@endgamepodcast Amanda on X:  https://x.com/amandacassatt  Serotonin on X: https://x.com/serotonin  Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd   Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440  Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

What if the future of civilization isn’t in fixing our current systems—but starting entirely new ones? Dryden Brown is the co-founder of Praxis, the ambitious project aiming to build a new city-state from the ground up—one that’s already backed by over $500 million in funding. Dryden shares his vision for a modern Atlantis: a society designed as a refuge from AI disruption and bureaucratic gridlock, born from the cracks COVID revealed in our existing cities. Together, Amanda and Dryden unpack what it actually takes to found a new nation. They dive into acceleration zones, AI’s seismic impact on the future of work, and the provocative question of whether heroism means elevating the elite or defending the powerless. At the heart of it all: the urgent need to build communities rooted in shared values, meaning, and resilience. TIMESTAMPS:00:00 Founding a New Nation: The Vision Behind Praxis 03:00 Challenges of Nation-Building: Lessons from History 06:04 Acceleration Zones: Redefining Economic Development 08:47 Navigating Bureaucracy: The Role of Innovation 11:55 AI and the Future of Labor: A New Urban Landscape 15:02 Pursuing Meaning in a Post-Work Society 18:00 Sustaining a New Society: Resources and Defense 20:56 The Future of Praxis: Location and Strategic Partnerships 27:37 Building Durable Relationships in Project Development 30:09 Funding and Economic Heft for Praxis 32:42 Community Building and Member Engagement 38:05 Heroism in Modern Society 47:03 The Future of Praxis and Community Growth 51:20 Competition and Collaboration in New Ventures RESOURCES: Dryden on X: https://x.com/drydenwtbrown Praxis Nation on X: https://x.com/PraxisNation Subscribe to Endgame: https://www.youtube.com/@endgamepodcast Amanda on X: https://x.com/amandacassatt Serotonin on X: https://x.com/serotonin Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440 Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

Crypto went from being laughed out of the room in Washington to becoming one of the most aggressive forces in modern lobbying. Now, it’s not just part of the conversation, it’s reshaping the rules from the inside. Kristin Smith, CEO of the Blockchain Association, reveals the real dynamics between crypto and Capitol Hill. Amanda and Kristin unpack how crypto gained power in DC and what it actually takes to keep it. They explore the anatomy of influence, how relationships are built, how policy narratives are crafted, and why building in the open won’t matter if the industry doesn’t defend itself in the halls of power.TIMESTAMPS: 00:00 Understanding Lobbying: A Primer 03:04 The Life of a Lobbyist: Daily Activities and Challenges 06:10 The Evolution of Crypto Lobbying in Washington 09:02 From Zero to Hero: Crypto's Journey in Politics 12:05 The Role of Relationships in Lobbying 15:03 The Impact of Sam Bankman-Fried on Crypto Lobbying 18:12 Navigating Regulatory Capture in the Crypto Space 20:54 The Future of Crypto Lobbying and Industry Influence 29:20 Understanding Crypto Advocacy Organizations 35:59 The Political Landscape of Crypto 43:02 Legislative Efforts and Industry Influence 49:51 Kristin's Transition to Solana 51:56 Bridging the Gap Between Crypto and WashingtonRESOURCES:Kristin on X: https://x.com/KMSmithDC Subscribe to Endgame: https://www.youtube.com/@endgamepodcast Amanda on X: https://x.com/amandacassatt Serotonin on X: https://x.com/serotonin Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440

What do billion-dollar asset managers really think about your token?Pranav Kanade manages Digital Assets Alpha Fund, an actively managed crypto strategy at VanEck, one of the world’s largest asset managers with over $116B in assets under management. In this episode, Amanda and Pranav unpack how traditional finance approaches the space, how they evaluate projects, what good tokenomics actually look like, and why most founders misunderstand what institutional investors care about.They dive into Bitcoin, Ethereum, Solana and even a few DePIN projects and dig into why some play well with capital allocators while others don’t stand a chance. Pranav shares what makes a token investable, how he thinks about liquidity, governance, and incentives, and what’s still broken in the DeFi–TradFi bridge.This episode pulls back the curtain on what it takes for a crypto project to earn the attention of a firm like VanEck and reveals how institutions really view the space.TIMESTAMPS:00:00 Pranav's Journey from TradFi to Crypto03:04 Defining Good Crypto Investments05:59 The Importance of Tokenomics08:52 Buyback and Burn Mechanisms12:10 The Impact of Financialization on Technology15:01 Strategies for Token Generation Events18:13 Building Trust in Crypto Projects21:06 The Future of Multi-Token ETFs24:08 Exciting Developments in Tokenized Equities29:36 Tesla's Path to Robotaxis31:59 The Role of Centralized Exchanges32:54 User Experience in DeFi vs. TradFi34:32 The Future of Crypto and TradFi Integration38:01 The Ideal End State for Crypto40:15 Predictions in the Crypto Market41:45 AI Agents and Financial Transactions44:28 AI and Crypto Crossover Opportunities47:03 The Future of Stablecoins49:50 The Power Law in Currencies50:52 Quality of People in CryptoRESOURCES Pranav on X: @vaneckpk https://x.com/vaneckpk Subscribe to Endgame: https://www.youtube.com/@endgamepodcast Amanda on X: https://x.com/amandacassatt Serotonin on X: https://x.com/serotonin Endgame on Spotify: https://open.spotify.com/episode/45B9szUxVXEwfCDA6uRxwq?si=HT9XXqF9Q2CcM9hfLbmkVg Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440 Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

George Hotz, a renowned hacker and AI founder, shares his insights on the evolving landscape of artificial intelligence. He discusses how machines may shift economic value, emphasizing that humans will still hold importance in this new world. Topics include the critique of intellectual property in light of AI abundance, the need for high-skilled immigration to drive growth, and innovative approaches to hiring that prioritize skills over credentials. Hotz also warns against the societal impacts of digital addiction and highlights the importance of adapting to technology’s advancements.

Curtis Yarvin—founder of Urbit, political philosopher and  blogger formerly known as Mencius Moldbug, the man who coined the term “red pill” is known for his influence on thinkers like Peter Thiel and JD Vance. In this episode, he offers a critical analysis of America’s political and economic landscape. He critiques the MAGA movement, exploring the limits of democracy and the rise of oligarchy, the roots of Trump’s tariffs in mercantilist thinking, and the administration’s “vibe governing”.The conversation transitions to cryptocurrency, examining Bitcoin’s evolution, government regulation, and how Urbit could reshape digital identity. Curtis reflects on Urbit’s role in creating autonomous economic identities and the challenges of achieving product-market fit in web3.TIMESTAMPS00:00 The State of America: A Critical Examination07:59 Manufacturing and Economic Policy: A Mercantilist Perspective18:14 Power Dynamics: Authority, Democracy, and Oligarchy34:02 Vibe Governing: The Challenges of Modern Leadership34:53 Mercantilism: Successes and Failures40:41 The Future of Crypto and Bitcoin49:18 Urbit: A New Paradigm for Digital Identity01:08:30 The Vision for Autonomous Economic IdentitiesRESOURCESCurtis on X: https://x.com/curtis_yarvinSubscribe to Endgame: https://www.youtube.com/@endgamepodcast Amanda on X:  https://x.com/amandacassatt  Serotonin on X: https://x.com/serotonin  Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd   Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440  Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ