Transcript 1176: Crypto Has Seen Drama Over ENS, BonkDAO and VVV. What Does DeFi’s Future Look Like?

Nick Almond and Proph3t on ENS's treasury fight, the BonkDAO heist, and why Proph3t would not touch Venice's VVV token.

Transcript 1172: How Lighter Powers Robinhood Perps With USDG as the Quote Asset

Robinhood Chain perps now run on Lighter. Vlad Novakovski maps the revenue split, the USDG collateral risk, and the race for a US perps license.

Transcript 1168: Strategy Sold More Bitcoin. Is This a Betrayal of the Bitcoin Ethos?

Strategy sold $260M of Bitcoin at a loss to fund dividends. Parker White of Apyx makes the case that it is smarter than it sounds.

Transcript 1166: How Ethereum Institutional Intends to Grow Ethereum’s Market Share

Joseph Chalom lays out why Ethereum Institutional exists, how it differs from Etherealize, and why he thinks Michael Saylor is in a pickle.

Transcript 1160: How the New Ethlabs Plans to Make Ethereum More Intentional in Designing ETH

Is it Ethereum or bust? Ansgar Dietrichs makes the case that only Ethereum can anchor the financial system, and admits ETH still lacks a clear value story.

Transcript 1156: How the Strategy Empire Breaks, and Whether Saylor Can Stop It

Transcript 1153: How Digital Credit Assets like STRC and SATA Differ from Bitcoin or DAT Stocks

Was Michael Saylor wrong to sell Bitcoin? Matt Cole breaks from his fellow critics on Strategy, S&P's junk rating on MSTR, and whether the model is breaking.

Transcript 1152: Why Kalshi’s John Wang Says Perps Are ‘the Most Pure Trading Instrument’

Kalshi just brought crypto perps to the US, targeting a $90 trillion offshore market. Its Head of Crypto, John Wang, explains the bet, the risks, and who Kalshi is actually competing with.

Transcript 1148: Unchained Celebrates 10 Years! Laura and Haseeb Cover Highs, Lows and New Directions

For the tenth anniversary of Unchained, Laura reflects on the SBF question she never asked, the Charles Hoskinson beef, and why she may be done with strict neutrality.

Transcript 1145: Why the AI Business Model Is Cracking and How Crypto Could Help Fix It

OpenAI, Anthropic, SpaceX and the AI IPO cycle face a structural problem: a cheap, capable open source exit is already drawing enterprise users away before either company goes public.

Transcript 1141: Why Saylor’s ‘Inoculate’ Comment May Be a Signal He’ll Sell More Bitcoin

About 80% of STRC holders are retail investors. Glenn Cameron walks through the prospectus, how Saylor's public claims differ from the reality, and why Strategy has no good options.

Transcript 1137: Why MSTR Should Have Sold $2 Billion Instead of $2 Million of Bitcoin

Jeff Dorman on why Strategy's four stakeholder classes are all losing, and why Saylor should have sold $2B of Bitcoin at once instead of $2.5M.

Transcript 1138: Why Mike Dudas Has Zero Exposure to ETH, but Is Bullish on Hyperliquid

Mike Dudas holds zero ETH and sees Hyperliquid as crypto’s Tether moment. He also has a clear framework for what makes a token worth buying.

Transcript 1133: Is ‘All of DeFi Unsafe’? What You Need to Know About Holding Assets Onchain

A co-founder of OpenZeppelin said he’s urging friends to exit blue chip DeFi. Isaac Patka and Mike Silagadze explain what he got right, what he got wrong, and what needs to change.

Transcript 1130: Is the Ethereum Foundation Too Out of Touch to Save ETH?

Vitalik finally said ETH the asset matters. Zak Cole’s reaction: ‘Should have said that five years ago.’ What broken cryptoeconomics mean for Ethereum’s future.

Transcript 1127: Why Pre-IPO Perps Like SpaceX on Hyperliquid Are Seeing an Upswing

Pre-IPO trading is hot ahead of three big IPOs. Perp volume on Hyperliquid went from $3M to $44M in three months, and SpaceX perps is just the beginning, says Dio Casares of Patagon.

Transcript 1121: Can Hyperliquid Come Onshore Without Killing What Makes It Special?

CME and ICE want regulators to rein in Hyperliquid, which delivers 24/7 derivatives markets that incumbents can't match. Can it be brought onshore?

Transcript 1118: How Hyperliquid Benefits From Its New Deal With Coinbase Over USDC

Coinbase just became the official USDC treasury deployer on Hyperliquid. Alex Weseley of Artemis explains how this boosts Hyperliquid’s annual revenue by 25%.

Transcript 1114: Why Arthur Hayes Thinks the AI Bubble Bursting Could Spark a Crypto Bull Market

Arthur Hayes sees one force driving markets right now: governments printing money to finance AI and war. He explains why that ends with Bitcoin much higher — and what could derail it.

Transcript 1113: Coinbase’s Chief Policy Officer on Why He Believes the Clarity Act Will Pass

Coinbase's chief policy officer explains why the bank lobby failed to kill stablecoin rewards — and what 'workable compromise' actually means for crypto users.

Transcript 1111: A16z Crypto Raised $2.2 Billion for Fund 5. Here’s How They Plan to Deploy It

From AI agents as economic actors to quantum threats and prediction market regulation, Ali Yahya of a16z lays out the investment thesis behind a16z crypto's fifth fund.

Transcript 1107: After April’s $606 Million in DeFi Hacks, What’s the Fair Value Yield Rate?

$606 million in DeFi exploits in one month. Two of the space's sharpest risk thinkers debate whether lenders are being paid anywhere close to enough.

Transcript 1104: How Morpho Survived a $300M DeFi Hack Nearly Unscathed

People think of Aave and Morpho as competitors. But Morpho only lost $1 million when North Korea drained $300M from a DeFi protocol. The architecture explains why.

Transcript 1101: Arbitrum Froze $70M From North Korea? Griff Green on the Decision + Miguel Morel on the Hack

KelpDAO’s hackers left telltale signs pointing to one culprit, North Korea. Then, in a surprise move, the Arbitrum Security Council decided to fight back.

Transcript 1098: The Big Canton Debate: Is It Permissionless? Is It a Blockchain?

Digital Asset’s CEO faces pointed questions about Canton’s core claims and admits something surprising about the network’s architecture.