The Stablecoin Liquidity Trap
Ex-Bank of Canada economist Mitchell and liquid fund veteran Kevin join the show to discuss Sierra, the evolution of liquid yield tokens.
The Crypto Community Hangover w/ David Hoffman
David Hoffman discusses the “crypto hangover,” the shift from communities to businesses, and why internet capital markets are the only way to keep pace with AI.
The 1010 Exploit and other broken market structures
Lucas & Hersch from World Markets explains why centralized exchanges function like casinos, how onchain risk engines unlock up to 50% returns, and why fully transparent DeFi market structure may replace today’s perp platforms.
1 Year After Leaving Ethereum For Solana
Max Resnick discusses his transition from Ethereum to Solana, the intricacies of MCP for solving MEV, and the rise of prop AMMs like Humidify. He dives into on-chain market structure, censorship resistance, and competing with Hyperliquid.
Getting To The Bottom Of Quantum w/ Rearden
Bitcoin developer Brandon Black (ReardenCode) analyzes the reality of the quantum computing threat to Bitcoin.
How Lighter ate away Hyperliquid’s moat
Vladimir Novakovski joins us to discuss Lighter’s rapid rise as a top DEX. We cover the zero-fee model, ZK technology for verification, and the surge in on-chain Forex volume. Vlad also shares roadmap alpha on options, fixed income, and upcoming tokenomics.
The Hidden Cost of Zero-Fee DEX’s
Ruslan from Extended Perp Exchange discusses building a unified margin perp exchange, the verifiability of DEXs, the zero-fee debate, attracting users and liquidity, cross-asset collateral, their roadmap, and the future of the perp DEX market.
Zcash Resurgence, Privacy, and Quantum w/ Zcash cofounder Ian Miers
Ian Miers, Zcash co-founder & cryptographer, discusses zero-knowledge proofs, crypto privacy, identity solutions, quantum computing threats, and why blockchain transparency is fundamentally broken for payments.
Launching Monad
Monad’s Keone and Kevin discuss November 24 launch, why they spent years building infrastructure, the Momentum grants program focused on user acquisition metrics over TVL, and navigating crypto Twitter’s short attention spans.
The Perpification of Everything
Kaledora Linn, Co-Founder of Ostium, discusses bringing traditional finance assets onchain through perpetuals instead of tokenization. Learn why perps are more capital-efficient and better suited for traders who want exposure to stocks, commodities, and FX from their crypto wallets.