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How To Fix Crypto's Token Problem | Weekly Roundup
This week, we’re back with another weekly roundup on the equity vs. token debate in crypto. We dive deep into Across Protocol’s proposal to convert its token into equity before covering Kraken’s Fedwire approval, Ripple’s $50B valuation, an
How Hyperliquid Unlocks 24/7 Markets | Jake Chervinsky & MC Lader
This week, Jake Chervinsky & MC Lader join the show to discuss the growth of Hyperliquid in 2026 and beyond. We deep dive into Hyperliquid's 24/7 markets thesis, how Native Markets won the USDH proposal, founding the Hyperliquid Policy Cent
State of The Market, Polymarket Insider Trading & a16z Raising $2B | Weekly Roundup
This week, we're back with another weekly roundup where we discuss the current state of markets as Bitcoin holds steady around $70k. We then deep dive into how to unlock 24/7 markets, insider trading on prediction markets, recent VC fundrai
Hivemind: Can Bitcoin Reclaim $80k, State of The Market & The AI Trade
This week, the Hivemind team breaks down the current market sentiment as crypto tries to put in a bottom. We deep dive into reasons to be optimistic, the convergence of crypto and AI, Citrini's AI piece & more. Enjoy! -- Follow Ceteris: ht
Introducing: Inflection Point | The Crypto-TradFi Convergence
In this first episode of Inflection Point, we explore the accelerating convergence between traditional finance and crypto as institutional adoption begins reshaping the foundations of global financial infrastructure. The conversation examin
Building The Perfect Portfolio In 2026 | Tushar Jain & Pranav Kanade
This week, Tushar Jain & Pranav Kanade join the show to discuss the current state of markets. We deep dive into where are we in the cycle, where to allocate in 2026, how to value tokens, stablecoin chains & more. Enjoy! -- Follow Tushar: ht
Terra vs Jane Street, Circle Earnings & Robinhood’s Venture Fund | Weekly Roundup
This week, we're back with another weekly roundup where we discuss the recent lawsuit filed by Terraform Labs against Jane Street. We then deep dive into Circle's earnings, Tether's investment in Whop, Robinhood's Venture fund & more. Enjoy
Zero Just Made Blockchains 100x Better | Bryan Pellegrino & Raz Zarick
This week, Bryan Pellegrino and Raz Zarick from LayerZero join the show to discuss Zero, the 100x breakthrough in blockchain architecture. We deep dive into the Zero origin story, the roadmap for 2026, LayerZero's ultimate vision, how to bu
Inside Dragonfly’s $650M Raise | Weekly Roundup
This week, we're back with another weekly roundup where Rob walks us through Dragonfly's most recent $650M raise. We deep dive into the state of crypto VC, what allocators look for when deploying into crypto, whether tokens are investable i
Hivemind: Surviving Market Chop, Is Crypto Bottoming & Reasons to Be Optimistic in 2026
This week, the Hivemind team breaks down the current market chop as equities trade sideways and crypto tries to hold on after a huge downturn. We deep dive into whether we’ve finally bottomed, reasons to be optimistic, AI’s impact on market
Quadrillions: The New Wall Street | Nick Shalek & Mathew McDermott
In the Quadrillions finale, we map the power shift from crypto building parallel markets to institutions integrating onchain rails into traditional finance. With Ribbit Capital’s Nick Shalek, and Goldman’s Mathew McDermott, we break down wh
MegaETH in 2026 & Ethereum's L2 End Game | Brett DiNovi & Lei Yang
This week, Brett DiNovi and Lei Yang join the show to discuss the path forward for L2s. We deep dive into why we need L2s, MegaETH's 2026 roadmap, how to build a successful ecosystem, lessons learned from building MegaETH, and more. Enjoy!
The Clarity Act, State of Crypto VC & LayerZero Launches Zero | Weekly Roundup
This week, Rebecca Rettig joins the show to discuss the latest happening in Washington and what it means for crypto. We deep dive into the Clarity act, how to regulate prediction markets, who's crypto's enemy now, the state of crypto VC, La
How Rain Grew To A $2B Company | Charles Yoo-Naut
This week, Charles Yoo-Naut joins the show to unpack Rain's explosive growth and what's next for crypto payments. We deep dive into the Rain origin story, their recent $250M fundraise, partnering with Visa, who wins the crypto card race, ho
Why Is Crypto Crashing? | Weekly Roundup
This week, Josh Lim from FalconX joins the show to discuss the recent market sell-off. We deep dive into Josh's outlook for 2026, who is crypto's marginal buyer, the Ethereum L2 roadmap, Kyle Samani's announcement of leaving Multicoin and m
Hivemind: Are L1s Still Overvalued, Hyperliquid’s End Game & State of The Market
This week, the Hivemind team breaks down the continued sell-off in markets, from crypto to software. We deep-dive into the historical L1 premium, the endgame for Hyperliquid, Bitcoin's quantum threat, Vitalik's post on L2s, and more. Enjoy!
Quadrillions: Stablecoins: We’ve Only Just Begun | Mohamed Afifi
In this episode, we break down the state of stablecoins and why they’ve been able to bridge the gap into TradFi’s mainstream. Who’s adopting stablecoins and why? How are stablecoins changing the financial and legislative landscape? And what
Why BitGo Went Public | Mike Belshe
This week, we’re joined by CEO and Co-founder of BitGo, Mike Belshe, to discuss BitGo’s IPO, their motivations for going public, and the IPO process. We dive into allocation decisions, key product growth areas, and views on regulation, cryp
The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup
This week, we break down the evolving DePIN thesis, from real revenue traction to infra financing, regulation, and why some networks are finally compounding at scale. We also discuss the boom in Hyperliquid RWAs, bringing money & companies
Why Kraken Is Betting Big on Onchain Vaults | John Zettler & Sun Raghupathi
This week, we’re joined by John Zettler, Director of Product at Kraken and Sun Raghupathi, Co-founder of Veda, to discuss their collaboration to bring onchain vaults to Kraken! We explore the growth of onchain vaults, how vaults package DeF
AI Breaking Software Economics, CLARITY Bill, & Debating BitGo’s IPO | Weekly Roundup
This week, we discuss Claude and the ongoing AI acceleration, AI’s impact on VC and SaaS, and the latest draft of the CLARITY Bill. We also dig into BitGo’s upcoming IPO, Polygon’s latest acquisitions, the Farcaster Sale, Larry Fink’s WEF c
Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles
This week, the Hivemind team discusses Bitcoin’s recent price action, macro and equity market influences, perp DEX activity, and their outlooks on Solana, Hyperliquid, Lighter, and PumpFun. They also cover privacy coins, equity perps, and m
Quadrillions: How to Win the World | Chris Maurice
In this episode, Chris Maurice, Co-founder & CEO of Yellow Card, joins us to explore how compliant crypto rails are reshaping everyday money movement across Africa. We dig into stablecoins as practical financial tools, the regulatory ground
Inside Lighter’s Plan to Overtake Hyperliquid | Vladimir Novakovski
This week, Lighter Founder & CEO Vladimir Novakovski discusses Lighter’s competitive edge over Hyperliquid, why he chose to be an L2 on Ethereum, and the role of their ZK innovations. We also touch on equity perps, Lighter’s partnership wit
Claude Code, Stablecoin Adoption, and 2026 Trends | Weekly Roundup
This week, we discuss the rise of AI tools like Claude Code, and their impact across the industry. We also cover Rain’s growth, supply and demand dynamics in crypto, capital raising, and crypto and AI trends in 2026. Enjoy! – Follow Jason:
Claude Opus 4.5’s Breakout Moment & Investing in 2026 with Qiao Wang
This week, Qiao Wang joins the show to discuss how AI is transforming what it means to be an investor in 2026. We deep dive into Claude Opus 4.5 and its breakout moment, why Qiao got into the Google trade, constructing a portfolio for 2026,
Lighter’s Token Launch, Erebor Raises $350M & Walmart's Crypto Strategy
We're back with our first weekly roundup of 2026! This week we discuss Lighter token launch, Walmart's crypto strategy with OnePay, Erebor's $350m raise, what to expect in 2026 & more. Enjoy! -- Follow Jason: https://x.com/JasonYanowitz Fol
Hivemind: Will 2026 Be Bullish & Crypto's Token vs Equity Problem
This week, the Hivemind team breaks down the current state of the markets and asks whether the start of 2026 will be bullish. We then dive into the ongoing token vs equity debate in crypto and explore the best way to structure ICOs. Enjoy!
Quadrillions: The Crypto Capital of the World | Acting Chairman Pham
In this episode, we’re joined by Acting Chairman Pham to discuss the CFTC’s “back to basics” regulatory approach, cooperation with the SEC, and the CFTC’s 12-month Crypto Sprint initiative. We dive into tokenized collateral, stablecoin regu
Our 2026 Predictions
Welcome to our final weekly roundup of the year! In this episode we reflect on our 2025 predictions before deep diving into our 2026 predictions. We discuss what to expect for stablecoins, prediction markets, the equity vs token debate & mo
