Best Bankless Podcasts (2026)

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How the Stablecoin Milkshake will Redollarize the World | Brent Johnson 55:58

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19h ago55:58

55:58

Brent Johnson returns to Bankless to update the Dollar Milkshake Theory and explain why the de-dollarization narrative misses the bigger trend. He argues markets may want out of the dollar, but the Eurodollar system keeps pulling demand back in, and “dollar down” headlines do not break the framework. Brent also covers how debt stress can spill into…

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Why LATAM is a Champion in Blockchain Adoption - with Mariana Kotik (LNET) 16:30

40m ago16:30

16:30

In this episode from Sovereign Day in Buenos Aires 🇦🇷, we sit down with Mariana Kotik, Chief Commercial Officer at LNET, to explore why Latin America is leading the world in real-world blockchain adoption. LNET is a nonprofit organization based in Uruguay, created in 2021 as part of an IDB Lab–sponsored initiative to accelerate blockchain adoption …

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Our Outlook for 2026 38:27

21h ago38:27

38:27

📣THE DEFI REPORT | FOLLOW & SUBSCRIBE https://thedefireport.transistor.fm/ https://thedefireport.io/ https://x.com/the_defi_report https://x.com/JustDeauIt ---- Today on The DeFi Report, we’re mapping the 2026 setup: shifting fiscal flows, tighter liquidity, and why rate cuts are not automatically bullish for crypto. Mike stays risk off (80 percent…

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Celestia's Comeback: Scaling Crypto to NASDAQ-Level Throughput - with Nick White 26:29

1h ago26:29

26:29

In this episode from Sovereign Day in Buenos Aires, we sit down with Nick White, COO of Celestia Labs, to discuss Celestia's evolution, comeback, and long-term vision for modular blockchains. Recorded live at Sovereign Day, the conversation comes as Celestia approaches its two-year anniversary, reflecting on what the team got right, what surprised …

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The Rumored OpenAI Device: Is it Really a Pen? 26:59

1d ago26:59

26:59

🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT ------ OpenAI's new potential pen-shaped device may be designed for ambient computing and moving beyond smart glasses. We analyze the impacts of over $10 billion in failed AI hardware investments and OpenAI's strategic focus on voice technologies. Expl…

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The Semiconductor Squeeze is Quickly Becoming The Biggest AI Crisis 19:52

2d ago19:52

19:52

There is an urgent memory crisis in the AI industry as 2026 begins, highlighted by graphics card prices skyrocketing from $500 to $4,000. We reveal the $100 billion memory supply gap and its critical implications for AI performance and consumer electronics. Key players like NVIDIA, Google, and major memory manufacturers struggle to meet demand, whi…

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ROLLUP: Silver Parabolic | Aave Civil War | Uniswap Unifies | New CFTC Chair | Bitcoin vs. Quantum 1:04:11

4d ago1:04:11

1:04:11

Crypto is maturing while attention moves elsewhere. In this Weekly Rollup, David Hoffman and Anthony Sassano break down silver, gold, and the S&P hitting new highs, the Aave civil war over control and fees, Uniswap’s unification win, a new pro crypto CFTC chair, and why quantum computing may be Bitcoin’s biggest long term risk. --- BANKLESS SPONSOR…

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AI in 2026: Predicting the Next Trends That Will Change The World 40:11

6d ago40:11

40:11

🌌 LIMITLESS HQ: LISTEN & FOLLOW HERE ⬇️ https://limitless.bankless.com/ https://x.com/LimitlessFT ------ In this episode, we predict the future of AI by 2026, debating AGI breakthroughs and the role of GPU clusters in space. Get involved. What do you think about the future of AI? ------ TIMESTAMPS 0:00 Predictions for 2026 2:27 GPUs in Space 4:22 B…

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27 Crypto Predictions for 2026 | Mike Ippolito 1:11:36

7d ago1:11:36

1:11:36

David Hoffman sits down with Mike Ippolito to unpack why 2025 felt brutal despite new all-time highs and why that tension matters for 2026. They argue crypto is entering its “2002 internet” phase, where speculation fades, fundamentals matter, and consolidation accelerates. The conversation covers why Ethereum may see a renaissance, why Bitcoin sent…

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This Week in AI: Nvidia "Acquires" Groq, Meta Buys Manus, Gemini is the Biggest App 25:02

8d ago25:02

25:02

Nvidia's $20 billion deal with Groq could totally change AI infrastructure. Meanwhile, Meta's purchase of Manus AI might not be so bullish. We celebrate Google’s Gemini app dethroning ChatGPT and discuss Alphabet's acquisition of Intersect for better energy control. Plus, insights from Andre highlight the future of generative AI in shaping user exp…

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2025 AI Awards: Ranking the Best and Worst AI Companies This Year 39:28

10d ago39:28

39:28

Welcome to the first annual Limitless AI Awards show where we're ranking the biggest Winners and Losers in AI. You’re either getting the crown… or the dunce cap. 🏆🧢 2025 was pure AI chaos: surprise rookies, biggest flops, unhinged drama, and one hidden “Model of the Year” pick that might start a war in the group chat. We go category-by-category: Ro…

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Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI | Ben Lakoff & Arnav from Bankless Ventures 1:16:17

10d ago1:16:17

1:16:17

Ben Lakoff and Arnav Pagidyala from Bankless Ventures lay out how they’re thinking about crypto investing heading into 2026. The conversation spans four persistent pillars of every cycle: DeFi, tokenization, capital formation, and speculation and how each is evolving as crypto matures. Topics include the next wave of on-chain lending, equity perps,…

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We Stepped Inside a Memory from 2005 (Apple SHARP Gaussian Splats) 29:15

15d ago29:15

29:15

Gaussian splatting is a groundbreaking technology that overlays past images onto current scenes for immersive 3D experiences. We discuss its potential to transform Hollywood productions, reduce costs, and enhance gaming. Splatting could actually redefine our interactions with technology and memories. Straight out of Black Mirror. ------ 🌌 LIMITLESS…

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12 Big Crypto Predictions for 2026 | Ryan & David 1:11:20

14d ago1:11:20

1:11:20

Ryan and David skip a quiet holiday weekly rollup and instead break down the biggest 2026 crypto forecasts from Bitwise, Coinbase, Galaxy, Grayscale, CoinShares, Fidelity, a16z, and Pantera. They lay out the clearest consensus, stablecoins as real payment rails, tokenization scaling beyond pilots, and ETFs expanding institutional access, then hit t…

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Where is Crypto Going in 2026? | Ben Cowen 1:06:43

15d ago1:06:43

1:06:43

Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may not arrive, and the narrow scenarios where Ethereum could still make a …

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Why the Markets Ignore Amazon: AWS, Robotics, and AI Chips (Trainium 3) 33:19

16d ago33:19

33:19

Believe it or not, Amazon has some hidden strengths in AI, especially with the groundbreaking Trainium 3 chip and significant data center expansions. We discuss advancements in robotics and challenges with TSMC's manufacturing. With promising partnerships and interesting market outlooks, we'll definitely be keeping an eye on Amazon moving into 2026…

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Is the Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto with Joey Krug, Founders Fund Partner 1:23:50

16d ago1:23:50

1:23:50

Joey Krug (Founders Fund partner, former Pantera co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture. We dig into prediction markets’ breakout (and why Polymarket finally found product-market fit), the coming regulatory fight…

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This Week in AI: China's Lithography Heist // The Lunar Mass Driver // $15 Billion Deals 29:05

20d ago29:05

29:05

ASML has a clear lithography market dominance, but it faces potential competition from a Chinese prototype. We introduce challenger Substrate, highlight Elon Musk’s lunar mass driver concept, and critique Waymo's fundraising amid competitive pressures. We also analyze Amazon's $10 billion investment in OpenAI and the challenges of sustaining AI ope…

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ROLLUP: Coinbase Ships | JPMorgan Onchain | Solana Firedancer | Aave Civil War | DTCC Tokenizes 1:03:46

19d ago1:03:46

1:03:46

Crypto prices are down, but the most important players are still building. In this week’s Weekly Rollup, Ryan and David break down Coinbase’s push to become a financial super app, JPMorgan’s first tokenized money market fund on Ethereum, and why regulators are quietly opening the door for onchain settlement through DTCC pilots. They also unpack Sol…

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Why Gen Z Will Turn Everything Into a Market | Threadguy 1:04:13

20d ago1:04:13

1:04:13

Trading is no longer just a financial activity; it has become a spectator sport. In this episode, Threadguy explains how Gen Z’s internet-native fluency, built through sneaker markets, NFTs, and meme cycles, translates into a new kind of market intuition: attention, momentum, and mimetics. We delve into “Entertainment Finance,” where perps, predict…

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The DeFi Report Podcast | Was the Fed Rate Cut a False Signal for Crypto? 34:11

20d ago34:11

34:11

The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin’s onchain market structure suggests about where this cycle could go next. ---- 📣THE DEFI REPO…

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Was the Fed Rate Cut a False Signal for Crypto? 33:33

22d ago33:33

33:33

The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin’s onchain market structure suggests about where this cycle could go next. ---- 📣THE DEFI REPO…

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Tesla Rolls Out Full Self-Driving: How Your Car Can Make You Money 31:22

22d ago31:22

31:22

Tesla began launching of fully autonomous driverless Robotaxis in Austin, marking a pivotal moment in self-driving technology. Competition between Tesla and Waymo heats up, but one thing is for sure: society is changing. Josh’s relays his personal experiences with Tesla FSD, and we delve into the cost-efficient Cybercab's potential to transform urb…

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OpenAI's Existential Crisis: Are GPT 5.2 and a $1B Disney Deal Enough? 16:12

23d ago16:12

16:12

Despite the launch of ChatGPT 5.2, there is turmoil at OpenAI, coming amid $20 billion losses and fierce competition from Claude and Google's Gemini. CEO Sam Altman’s "code red" signals urgency, especially with a $1 billion AI content deal with Disney. We discuss user experience concerns, noting only 5% of users are paying subscribers, and the pote…

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10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover | Matt Hougan & Ryan Rasmussen from Bitwise 1:14:52

22d ago1:14:52

1:14:52

Bitwise’s Matt Hougan and Ryan Rasmussen return with 10 big predictions for 2026. From the case for $1M BTC (and why the classic four-year cycle may be dead) to a world where ETFs soak up more than 100% of new BTC/ETH/SOL supply. We get into Bitcoin volatility vs. mega-cap tech, crypto equities vs. tech equities, and why Polymarket could smash past…

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Is Privacy A Winnable Battle? | Andy Yen, Founder of Proton 1:45:42

23d ago1:45:42

1:45:42

AI is becoming the most powerful surveillance machine ever built and most people are feeding it their deepest secrets without realizing who can read them. Proton founder Andy Yen joins Bankless to explain how Big Tech captures your identity, why AI chat logs are a privacy disaster waiting to happen, and what a self-sovereign, user-aligned future co…

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This Week In AI: Why SpaceX's $1.5 Trillion IPO is Undervalued 33:39

27d ago33:39

33:39

SpaceX's upcoming $1.5 trillion IPO is undervalued. Why? Four words. Data centers in space. We analyze Elon Musk's vision for using Starlink satellites to enhance AI capabilities, the U.S.-China GPU rivalry, and Google's new Project Aura eyewear. We also highlight Noose Research's impressive AI model breakthrough. Tune in for insights on these grou…

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ROLLUP: Rate Cuts! | ZK Breakthroughs | Farcaster’s Pivot | SEC Onchain | NYT’s Stablecoin FUD 1:10:07

26d ago1:10:07

1:10:07

The final Fed meeting of 2025 delivered a surprise rate cut, but the real story is how the market is reacting. In this week’s Weekly Rollup, Ryan and David unpack what the new policy shift means for crypto liquidity, why regulators across the SEC, CFTC, and OCC are suddenly embracing onchain markets, and how Tom Lee’s massive ETH accumulation is re…

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The AI Dark Horse: Anthropic's $300B Secret Formula 31:25

29d ago31:25

31:25

Anthropic's revolutionary coding AI, Claude, is transforming coding output and user interactions. With explosive revenue growth, projected to reach $10 billion this year, they have some serious competitive positioning against tech giants. They've got a $52 billion partnership with Google, and coders love Claude. Especially with features like as its…

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The Return of the ICO | Ryan & David 1:09:20

29d ago1:09:20

1:09:20

ICOs are suddenly back, but this time the projects are real, the mechanisms are better, and retail isn’t shut out. Ryan and David break down why MegaEth, Monad, Aztec, Zama, and Infinex are launching public sales all at once, how onchain auctions are fixing 2017’s mistakes, and what regulatory clarity means for U.S. participation. They also dive in…

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Revealing Elon’s Secret AI Trading Bot: Is It Worth It? 27:10

1M ago27:10

27:10

The groundbreaking Alpha Arena experiment involved eight AI trading models against each other. Grok 4.2 emerges as the standout winner, achieving 60% profit in just two weeks despite the volatility that affected many competitors. What does this experiment mean for you? With strategies and behavioral patterns, we need to question the balance between…

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Inside Gary Gensler’s SEC: A Conversation with Former Crypto Policy Advisor Corey Frayer 1:52:29

1M ago1:52:29

1:52:29

What was really happening inside the SEC during the Gensler years? Today, we sat down with Corey Frayer, former senior crypto policy advisor to SEC Chair Gary Gensler and now Director of Investor Protection at the Consumer Federation of America. We dig into how the agency thought about securities law, DeFi, Uniswap, stablecoins, SAB 121, and why pl…

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Crypto’s Agentic Future: AI, ZK & Money Networks | Lincoln, Shea, Michael, & Luca 1:28:00

1M ago1:28:00

1:28:00

At our Bankless Summit in Buenos Aires, four standout talks captured the frontier of crypto’s next chapter. Lincoln Murr lays out why x402 is emerging as the missing payment layer for the agentic internet. Shay Ketsdever explains how bots already run modern markets, and how programmable auctions and privacy can turn the bot economy into something t…

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Sam Altman Issues a "Code Red." The Tides Are Shifting In AI. 33:51

1M ago33:51

33:51

OpenAI Issues a Code Red, and Anthropic prepares for an outrageous IPO. Meanwhile, Amazon has stepped up their AI game, and also pose to eat the lunch of... USPS? Cheack out this crazy alien asteroid with us, and also: Thank you for tuning in this year! 2026 will be our biggest year ever. And by that, we mean first full year ever. ----- 🌌 LIMITLESS…