Bankless
Hosted by David Hoffman & Ryan Sean Adams · 18 decoded episodes · newest Oct 12, 2026
The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless.
Episodes 18
- Oct 12, 2026 · 55 minZcash bets privacy can become investable infrastructureAs AI expands surveillance and data analysis, the episode examines whether shielded digital money can become both a practical privacy tool and a durable investment.
- Oct 9, 2026 · 57 minAI security fears collide with crypto’s L2 shakeoutThe episode connects market weakness and Ethereum’s infrastructure troubles to a deeper question: whether cryptography and privacy can withstand rapidly advancing AI.
- Oct 5, 2026 · 44 minNEAR’s ETF tests whether utility can drive crypto valueThe discussion examines whether NEAR’s network activity, staking economics, and AI ambitions can translate into a differentiated institutional investment case.
- Oct 4, 2026 · 1h 5mVenice links token economics to private AI growthThe call connects Venice’s VVV economics and infrastructure plans to a widening debate over AI privacy, data retention, and model access.
- Oct 2, 2026 · 60 minCrypto markets converge as macro risks and regulation intensifyThe episode connects Bitcoin’s breakout to fragile liquidity, expanding financial products, security failures, and regulatory fights reshaping crypto’s next phase.
- Sep 30, 2026 · 50 minVariational bets on brokerage to reshape onchain derivativesVariational’s model tests whether brokered liquidity can make onchain derivatives cheaper and more accessible than exchange-centric trading.
- Sep 28, 2026 · 58 minBitcoin’s resilience tests the four-year cycleCowen’s revised outlook frames the central crypto question: whether Bitcoin’s recovery signals a compressed cycle or merely a temporary reprieve before liquidity improves.
- Sep 25, 2026 · 1h 1mCrypto’s early bull market faces a leadership testThe episode weighs whether improving breadth signals a durable crypto cycle or merely a rotation among assets with competing monetary and revenue narratives.
- Sep 23, 2026 · 57 minMeme coins test the future of tokenized stocksThe episode examines whether speculative meme markets can become a distribution and liquidity engine for tokenized equities, while amplifying manipulation and information risks.
- Sep 21, 2026 · 38 minRobinhood tests tokenized markets under new SEC rulesThe SEC’s five-year innovation exemption could determine whether tokenized securities become a compliant, always-on U.S. market or remain constrained by regulation.
- Sep 18, 2026 · 53 minCrypto shrugs off setbacks as regulators open a new pathThe episode tests whether crypto’s resilience signals an early bull market while regulation, tokenized markets, and on-chain trading move ahead without Congress.
- Sep 16, 2026 · 52 minCircle positions Arc as infrastructure for internet-native financeArc’s design shows how stablecoin settlement could move beyond payments into institutional markets, agentic commerce, and global financial infrastructure.