Clarity Act Odds Jump to 75% After Surprise Senate Vote | Alex Thorn
Two surprise Democrat votes just rerated the entire crypto policy timeline. After the Senate Banking Committee advanced the Clarity Act on a bipartisan basis, Galaxy Digital head of research Alex Thorn moved his odds of the bill being signed this year from a coin flip to 75%. He and David map the seven-week sprint to the president's desk, the ethics-provision standoff that could still sink everything, the bank lobby's quiet obstruction game, and why the stablecoin yield compromise leaves the real…
ROLLUP: Is the Bull Back? | The Clarity Act | Wall Street on Ethereum | Anthropic Nukes Perps
Markets are ignoring every warning sign as stocks hit new highs, but crypto may finally have its catalyst. Ryan and David break down the CLARITY Act’s key vote, Wall Street’s Ethereum push, Bitcoin’s $80K test, and why private AI stocks are creating chaos onchain. — 📣GALAXY | INSTITUTIONAL DIGITAL FINANCE https://bankless.cc/Galaxy — BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF …
The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares
Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque. Dio Casares of Patagon breaks down how it actually works: which deals Anthropic blesses and which get cease-and-desists, why fake share certificates show up in 10-20% of executed deals, what tokenized equities and pre-IPO perps actually represent, and the mess of lawsuits and stuck shares coming when Anthropic finally IPOs. — 📣SPOTIFY…
Will AI Populism Decide the 2028 Election? | Jasmine Sun
AI is no longer just a technology story. It is becoming a political fault line. Jasmine Sun joins Bankless to unpack the rise of AI populism, why backlash against data centers and AI labs is spreading across strange political coalitions, and whether jobs, inequality, and SuperPAC money could turn AI into a defining 2028 election issue. — 🎬 DEBRIEF | RYAN & DAVID BREAKDOWN THE EPSIODE https://www.bankless.com/podcast/debrief-will-ai-populism-decide-the-2028-election — BANKLESS SPONSOR TOOLS: …
How Long Will the AI Boom Continue? The #1 Question for Crypto Investors | Michael Nadeau
AI stocks are ripping, crypto is following, and the question is whether this is the next leg higher or the final frothy phase before a reset. Ryan and Michael Nadeau break down why Bitcoin is so tied to the NASDAQ right now, how today’s AI boom compares to 1999, and what investors should watch if the bubble keeps inflating or finally starts to burst. Michael Nadeau & The DeFi Report: https://x.com/JustDeauIt https://bankless.cc/BTDR-RSS — 📣THE DEFI REPORT | 20% OFF ANNUAL PLANS …
Why North Korea Is Winning Crypto Crime and How to Fight Back | Ari Redbord, TRM Labs
North Korea isn’t just hacking crypto anymore, it’s studying it, infiltrating it, and turning DeFi’s weakest links into a state-run revenue machine. This time around, Ryan and David sit down with Ari Redbord of TRM Labs to unpack the Drift hack, the $6B DPRK crypto crime machine, how stolen funds move through THORChain, Bitcoin, OTC desks, and Chinese laundering networks, and why the fightback may require everything from better DeFi security to real-time Beacon alerts and offensive cyber. —…
“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney
Spoiler alert: This episode contains spoilers for the documentary Finding Satoshi. Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the identity of Satoshi Nakamoto. They explore why Satoshi’s identity still matters, the cypherpunk roots of Bitcoin, the public interest behind the mystery, and what the search reveals about privacy, money, power, and the mythology at the heart of crypto. — 🔎 FINDING SATOSHI | USE CODE: BANKLESS (20%…
ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout
Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever. — 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium — BANKLESS SPONSOR TOOLS: 🔮POLYMARKET | #1 PREDICTION MARKET https://bankless.cc/polymarket-podcast 🟦 COINBASE ONE | GET 20% OFF …