Will the AI labs eat everything or is tech just too sure of itself to tell what actually lasts? This week, Compound's Michael Dempsey explains why he invests against the herd in..

Is AI's infinite capital era finally running out of road? This week, we unpack the AI bloodbath and why credit markets are flashing warnings while crypto quietly holds its ground. We explore Anthropic's growth..

Is tokenization pointless until you can borrow against it? This week, we sit down with Kamino's new CEO Michael Weisz on why he left fintech to build the onchain credit layer. We explore Kamino's..

What if Hyperliquid’s biggest opportunity is helping the exchanges it’s compared against? This week, Hyperliquid Labs CEO & Co-founder Jeff Yan explains how Hyperliquid is building shared infrastructure for the entire financial system. We..

How do you price a commodity that still clears in text messages? This week, we're joined by Brett Harrison of Architect and Andrawes Bahou of Compute Desk to discuss why GPU compute needs..

AI is absorbing investor attention while crypto fundamentals keep improving and fueling growing signs of the long-awaiting bull market. This week, we debate the economics behind AI’s boom and whether crypto’s recovery deserves..

Do markets even need CLARITY when quality names and regulators are already sending? This week, we dig into pro-innovation regulators and consensus momentum trades outperforming clever rotations. We also explore Muse, inventors rarely winning,..

CLARITY failed, but SEC and CFTC action could still accelerate onchain markets. This week, we cover what's next for crypto regulation, debate the many-stablecoin thesis, and dig into Circle launching Arc and the..

Which tokens are actually worth owning in today’s market? This week, Yan Liberman shares his six-token portfolio and the framework behind each position. We dig into productive vs speculative assets, catchup trades and overlooked..

What happens when memecoin speculation collides with onchain equities? This week, Jason and Santi unpack why Robinhood’s tokenized stocks may be crypto’s hottest new battleground. They explore the $BONER–$HIMS squeeze, murky shareholder rights, FOMO’s..

What happens when AI agents become the internet’s dominant users? This week, Jason sits down with Cloudflare CEO Matthew Prince to explore how AI agents could fundamentally reshape the internet’s business model. They discuss..

Can Robinhood turns the crypto trenches into a serious business? This week, we unpack Robinhood Chain’s explosive growth and what it could mean for tokenized markets, Ethereum, and traditional finance. We also explore the..