Kapitelklicken springt direkt hin
Shownotes
Crypto prices are weak, OG sentiment is exhausted, and institutions are leaning in. Blockchain Capital GPs Aleks Larsen and Spencer Bogart join David Hoffman to explain why this disconnect may be the opportunity. They unpack crypto’s shift toward application-layer value, stablecoins as onchain working capital, tokenized equities, Aave V4, public blockchains, and BCAP. Is the cypherpunk dream fading, or becoming the foundation of global finance?
---
📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24
bankless.cc/spotify-premium
---
BANKLESS SPONSOR TOOLS:
🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK
bankless.cc/near-pod
🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner
bankless.cc/bitkey
✈️COINBASE ONE CARD | EARN 5% BACK IN BITCOIN
bankless.cc/coinbase-one-card
📊BITGET | TOKENIZED STOCKS 2.0
bankless.cc/bitget-stocks
🎯THE DEFI REPORT | ONCHAIN INSIGHTS
thedefireport.io/bankless
---
TIMESTAMPS
Buybacks, Burns and Tokenholder Trust
Why Blockchain Capital Is Doubling Down
Institutions Arrive as Crypto OGs Lose Faith
From Infrastructure Scarcity to Abundant Blockspace
What AI Can Learn From Crypto
Stablecoins Become Onchain Working Capital
The Stablecoin Revenue Multiplier
Aave and Open Financial Infrastructure
The Roadmap for Tokenized Equities
Public Chains, Ownership and Compliance
Blockchain Capital’s Tokenized Fund
Bringing BCAP Fully Onchain
---
RESOURCES
Spencer Bogart
x.com/CremeDeLaCrypto
Aleks Larsen
x.com/alekslarsen
---
Not financial or tax advice. See our investment disclosures here:
bankless.com/disclosures
