CoinDesk Podcast Network
The top stories and best shows in the blockchain world, delivered daily from the team at CoinDesk.
Do Androids Dream of Electric Wallets?
The impact of giving synthetic beings a wallet, an identity, and eventually a body.
Jansen Teng, Co-Founder of Virtuals Protocol, joins Sam to lay out one of the most ambitious visions in crypto right now, a parallel society of AI agents that can trade, hire, earn, and eventually inhabit physical bodies. Jansen digs into what it actually takes to build an agentic economy from the ground up, from escrow mechanisms that prevent agents from stealing each other's funds, to real-world robotics deployments at hotels and malls in Southeast Asia. Links mentioned from the podcast: Jansen’s Twitter: ht...
Ethereum Foundation to Cut Budget by 40% and Slash 20% of Workforce | CoinDesk Daily
The Ethereum Foundation announced a 40% budget cut after layoff news.
The Ethereum Foundation will slash its budget by roughly 40% this year as part of a shift toward a leaner, endowment-style operating model. This comes on the same day the EF confirmed a 20% reduction in headcount. CoinDesk's Uyen Truong hosts "CoinDesk Daily."
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This episode was hosted by Uyen Truong. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Trump Signs Orders to Build a Quantum Computer | CoinDesk Daily
The White House issues two executive orders on quantum computing.
President Trump signed two executive orders directing the U.S. to build a large-scale quantum computer and to defend federal systems against one. The same technology could eventually break the encryption securing Bitcoin and Ethereum, a threat researchers say may arrive sooner than expected. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
'I Lost a Lot of Trust': CZ on the U.S., Freedom of Money, and Redemption
Changpeng Zhao, founder and former CEO of Binance, sits down with CoinDesk’s Jennifer Sanasie for one of his most candid conversations. CZ talks about growing up in an immigrant family, why he's never taken on real debt, the four months he spent in U.S. prison, the $2 million he's quietly donated to prison reform, and why he believes "there's no delete button" for crypto.
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Check out CoinDesk's latest episode of Public Keys from the NYSE: https://www.youtube.com/watch?v=75LrBmSScvY&list=PLZWrc_gWChqnim-9ZbIKZTOrPA7IgFKVR&index=1
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Reg...
Strategy's STRC Hits Record Low as Wall Street Races to Tokenize Everything
On this episode of CoinDesk’s Public Keys at the New York Stock Exchange, host Jennifer Sanasie sits down with Digital Assets Council of Financial Professionals founder Ric Edelman to discuss the disconnect between declining crypto sentiment and Wall Street’s rapid investment in digital asset infrastructure. Their conversation covers the CLARITY Act, the fight over crypto in 401(k) plans, tokenization, and Edelman’s long-term outlook for Bitcoin.
In this week’s 10X Trade, Maelstrom CIO Arthur Hayes shares his highest-conviction trade.
Strive Chief Risk Officer Jeff Walton examines the future of digital credit following the shar...
Bank of England Caves on Stablecoin Holding Limits | CoinDesk Daily
The Bank of England reversed its rules on stablecoin holdings.
The Bank of England reversed its plan to cap how much stablecoin individuals and businesses can hold, replacing it with a £40 billion ($50 billion) issuance cap per coin. CoinDesk's Sam Ewen hosts "CoinDesk Daily."
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This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Can Sports Betting Prediction Markets Pass the ‘Economic Purpose’ Test?
CoinDesk hosts Rebecca Rettig and Renato Mariotti open on the record-breaking SpaceX IPO, then turn to Terry Duffy's exit from CME and the exchange's threatened lawsuit against the CFTC over whether perpetuals are swaps or futures. Their guest is Dan Berkovitz, former Commissioner of the CFTC and former General Counsel of the SEC, now at Millennium Management, who brings a rare both-agencies vantage point to the push for SEC–CFTC harmonization, the swaps-versus-futures fight over perps, and the "economic purpose" test he argues sports-betting prediction markets cannot meet.
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Check out CoinDesk's latest episode of Pu...
Why Arthur Hayes Says Fed Chair Kevin Warsh Is a Dove Despite Hawkish Reputation | Markets Outlook
Arthur Hayes on his HYPE position, AI bubble, and the new Fed Chair.
On today's Markets Outlook, BitMEX Co-Founder and Maelstrom CIO Arthur Hayes tells CoinDesk's Jennifer Sanasie why all roads still lead to money printing, how long the AI bubble has left, and why he has zero regrets about publicly selling his HYPE position. Plus, his reaction to Michael Saylor's Bitcoin stress test.
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Timecodes:
00:00 - Arthur Hayes Joins Markets Outlook
01:30 - Arthur’s Reaction to Michael Saylor News and Strategy Business Model
02:59 - When Does th...
CME Says It Will Sue the CFTC Over Perpetual Futures | CoinDesk Daily
CME CEO says they will sue the CFTC.
CME CEO Terrence Duffy says the exchange will sue the CFTC, arguing the regulator's approval of Kalshi's perpetual futures violates the Dodd-Frank Act by treating what are really swaps as futures. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Kevin Warsh's First Fed Meeting Could Move Bitcoin | CoinDesk Daily
Kevin Warsh's first FOMC presser.
The Federal Reserve is expected to hold rates steady at Kevin Warsh's first meeting as chair, leaving markets to parse the dot plot and his press conference for clues on the path ahead. If Warsh signals a more dovish stance than markets are pricing, bitcoin could react positively. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Why Billionaire Ricardo Salinas Keeps Turning Cash Into Bitcoin
Ricardo Salinas calls fiat a "fraud." And, will he run for office in Mexico?
Ricardo Salinas, founder and president of Grupo Salinas, joins CoinDesk's Jennifer Sanasie and Ollie Acuna for a wide-ranging conversation on Bitcoin, fiat debasement, and the future of Mexico. Plus, insights into U.S.–Mexico remittances and his potential 2030 run for presidency.
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Timecodes:
00:00 Ricardo Salinas Joins CoinDesk
00:50 Money Talk at the Family Table
02:11 Discovering Bitcoin in 2013
03:52 Does Bitcoin Beat Gold and Silver?
06:11 Stablecoins Are the Same as Bank Deposits
...BlackRock Launches Bitcoin Income ETF with High-Teens Yield Target
Inside BlackRock's newest bitcoin ETF, BITA.
Global Head of Digital Assets at BlackRock, Robert Mitchnick breaks down the launch of the firm's newest bitcoin ETF, the Bitcoin Premium Income Fund (BITA). He tells CoinDesk’s Jennifer Sanasie why the covered call strategy targets a high-teens income yield, which investors this product appeals to, and more.
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Timecodes:
00:00 - BlackRock’s BITA Opens for Trade
00:20 - Why BITA Is the Right Next Evolution for Bitcoin’s Funds
01:10 - Staking vs. Covered Call Yield
01:48 - Who Is the Ta...
BlackRock's New Bitcoin ETF Pays Monthly Income | CoinDesk Daily
BlackRock launches the BITA fund.
BlackRock's Bitcoin Premium Income Fund, ticker BITA, begins trading today, holding spot bitcoin and IBIT shares while selling call options to generate monthly income. CoinDesk's Uyen Truong hosts "CoinDesk Daily."
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This episode was hosted by Uyen Truong. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
$17 Billion Stolen in One Year: The State of Crypto Crime with Chainalysis
Crypto scams and how to protect yourself with Chainalysis' Eric Jardine.
Eric Jardine, Head of Research at Chainalysis, joins Gen C to break down their latest crypto crime report and the staggering numbers of nearly $17 billion stolen in scams in 2025 alone. Eric explains how AI has changed the scam equation by allowing bad actors to hit massive scale without sacrificing quality, why the people executing scams in Southeast Asian compounds are often trafficking victims themselves, and why crypto's measurability is actually an argument in its favor and not against it. Links mentioned from the podcast: Chainalysis Website...
Blockspace: Why Anthropic Axed Mythos/Fable 5, IREN Seals 490MW Nostrum Acquisition, EPA Won’t Regulate Data Centers
Anthropic pulled the plug on its Mythos / Fable 5 model after the U.S. government raised concerns, and IREN has completed its acquisition of Nostrum for 490 MW of capacity in Spain.
Welcome back to The Blockspace Podcast! Anthropic and Uncle Sam are trading blows again, with the frontier LLM company pulling its recently released Mythos / Fable 5 model after whistleblowers said the model’s guardrails were bypassed. Lygos Finance’s CEO Jay Patel joins us for his reaction to the news and the market rally with a reported, imminent peace deal coming for the Iran War this...
SpaceX IPOs With $1.3B in Bitcoin, Citi Tokenizes Private Shares, and Coinbase Lets AI Trade for You
On this episode of Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by GSR's Joshua Riezman on SpaceX's $1.29 billion Bitcoin bet and the outlook for the CLARITY Act; Citi's Artem Korenyuk on the bank's new platform for tokenizing private company shares; and Coinbase's Lincoln Murr on AI agent trading and the future of autonomous finance. Plus, Ponzi Trader's highest-conviction trade of the week on 10X, presented by Kraken Pro.
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This episode of Public Keys is brought to you by Kraken Pro. For more: https://pro.kraken.com/
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Lea...
U.S.-Iran Deal Sends BTC to Highest in Two Weeks | CoinDesk Daily
Peace deal between U.S. and Iran.
The peace deal between the U.S. and Iran over the weekend sent the broader crypto market up. Bitcoin reached the highest level in two weeks while oil slid on news the Strait of Hormuz would reopen. CoinDesk's Sam Ewen hosts "CoinDesk Daily."
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This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Tom Lee's Case for $22,000 Ethereum
Fundstrat's Tom Lee took the Consensus mainstage in Miami to make a bold call: crypto winter is over and the bull market is just getting started. Lee laid out his case for why agentic AI and tokenization will make crypto-native companies more profitable than traditional banks, argued Ethereum is deeply undervalued at current prices, and explained why BitMine, which now holds over 4% of all Ethereum supply and generates over $1 million a day in cash flow, is positioned to be one of the biggest beneficiaries of the next cycle.
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Timecodes:
00:00 - Tom Lee...
Michael Saylor: 'We Tripped Over' the World's Most Efficient Tax-Deferred Income
MicroStrategy founder Michael Saylor took the Consensus mainstage to unveil what he calls the killer app for Bitcoin: digital credit. Saylor explained how his company's STRC instrument, now the biggest and most liquid preferred stock in the world after just eight months, strips yield from Bitcoin's volatility to create an 11.5% tax-deferred return with near-zero volatility. He argued that digital credit is the missing bridge between Bitcoin and crypto, TradFi and DeFi, and that it opens the door to a new generation of yield coins that could transform the $350 billion stablecoin market and beyond.
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Timecodes:<...
Blockspace: SpaceX’s $2T IPO by the Numbers and Anthropic’s 1 GW Search for Capacity
SpaceX debuted today after a $75B IPO raise, closing with a $2.11 trillion market cap, and Anthropic is searching for 1 GW to host its own GPU clusters.
Welcome back to The Blockspace Podcast! SpaceX’s historic IPO came and went today, marking a day of firsts that saw the company close the largest IPO ever at a $2 trillion valuation, making its founder Elon Musk the world’s first trillionaire. Nakamoto’s Brandon Bailey joins us to discuss the IPO and the current state of the AI stock market and bitcoin, plus his project Dimetrics, a Bloomb...
SpaceX's $75B IPO Comes With $1.2B in Bitcoin | CoinDesk Daily
SpaceX's record-breaking IPO.
SpaceX raised $75 billion in the largest IPO in history and began trading on Nasdaq today. The company holds 18,712 bitcoin worth roughly $1.2 billion, giving SPCX investors indirect BTC exposure. CoinDesk's Sam Ewen hosts "CoinDesk Daily."
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This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Are Crypto Perpetuals Futures or Swaps? Kalshi vs. John Lothian
CoinDesk's The Policy Protocol hosts Rebecca Rettig and Renato Mariotti unpack the CFTC's 267-page proposed rule-making around prediction markets and event contracts, plus the letter from crypto CEOs backing the BRCA. And, a debate between John Lothian and Udesh Jha, Head of Exchange Analytics at Kalshi, over whether crypto perpetuals are properly classified as futures or swaps.
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Read more from Ari Redbord about the mixer indictment under 1956: https://www.linkedin.com/posts/ari-redbord_in-the-midst-of-debate-around-clarity-activity-7470924721635794944-8yUy?utm_source=share&utm_medium=member_ios&rcm=ACoAADHl20UBUd56sB8eTJ0w5gv3WIBQo2eJ6f0
<...Are Crypto Perpetuals Futures or Swaps? Kalshi vs. John Lothian
CoinDesk's The Policy Protocol hosts Rebecca Rettig and Renato Mariotti unpack the CFTC's 267-page proposed rule-making around prediction markets and event contracts, plus the letter from crypto CEOs backing the BRCA. And, a debate between John Lothian and Udesh Jha, Head of Exchange Analytics at Kalshi, over whether crypto perpetuals are properly classified as futures or swaps.
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Read more from Ari Redbord about the mixer indictment under 1956: https://www.linkedin.com/posts/ari-redbord_in-the-midst-of-debate-around-clarity-activity-7470924721635794944-8yUy?utm_source=share&utm_medium=member_ios&rcm=ACoAADHl20UBUd56sB8eTJ0w5gv3WIBQo2eJ6f0
<...Inside the Race to Fix Zcash's Shielded Pool Vulnerability | Markets Outlook
The bug that tanked ZEC with Josh Swihart.
On today's Markets Outlook, ZODL CEO Josh Swihart joins CoinDesk's Jennifer Sanasie to break down the Zcash vulnerability discovered with the help of AI, including how it was found, fixed, and what it means for the protocol's future. Plus, he weighs in on privacy coins vs. government pushback, formal verification as the new security standard, and why Zcash is more battle-hardened than ever.
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Timecodes:
00:00 - Zcash Bug Found by AI After Four Years
03:26 - What Went Through Josh’s Mind Wh...
Saylor and Mallers Clash Over Strategy's Dilution | CoinDesk Daily
Saylor and Mallers' debate at BTC Prague.
Strategy executive chairman Michael Saylor and Twenty One Capital CEO Jack Mallers debated Strategy's capital structure at BTC Prague. Mallers challenged Saylor on dilution and how out-of-the-money convertible debt factors into mNAV calculations. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Blockspace: SpaceX’s $250B IPO Raise, KEEL’s $458M Convertible Note, Hut 8’s $4.25 Senior Note, OpenAI’s 10 GW Datacenter
SpaceX’s IPO is three times oversubscribed at $250 billion, and Hut 8 has closed a $4.25 billion, BBB-rated note for its Beacon Point AI data center.
Welcome back to The Blockspace Podcast! Reuters has reported that SpaceX’s IPO round could come in at $250 billion, a 3x oversubscription from the company’s planned $75 billion. Plus, Cormint CEO Jamie McAvity joins us to give an optimistic outlook on bitcoin mining with hashrate stagnant – even as hashprice flirts with all-time lows. For other news, we cover Keel’s $458 million convertible note; Hut 8’s $4.25 billion senior secured note for its Beacon P...
Japan's Megabanks Plan a Joint Yen Stablecoin | CoinDesk Daily
A Yen stablecoin from the mega banks?
Japan's three largest banks, MUFG, Mizuho, and SMBC, are planning to jointly issue a yen-backed stablecoin by March 2027, with backing from Japan's Financial Services Agency. Yen tokens currently represent less than $50 million in a $311 billion market dominated by dollar tokens. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
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This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
Why Grant Cardone Is Combining Real Estate and Bitcoin
Real estate mogul Grant Cardone made his Consensus mainstage debut to explain the unconventional investment strategy he's been building for the past 17 months: fusing Bitcoin directly into large-scale real estate deals to outcompete traditional REITs. Cardone, who first received Bitcoin as payment for a speaking gig and still holds those 115 coins today, argues the hybrid model can deliver 22–32% returns by combining the stability of cash-flowing properties with the upside of Bitcoin. He also shared why he believes this structure could disrupt the entire $4 trillion REIT industry.
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Timecodes:
00:00 - Grant Cardone at Consensus Mi...
SBF Asks Trump for a Presidential Pardon | CoinDesk Daily
SBF asks for a presidential pardon.
Sam Bankman-Fried formally filed a clemency application asking President Trump for a pardon while serving his 25-year sentence. Trump told The New York Times in January that SBF shouldn't count on the same. CoinDesk's Uyen Truong hosts "CoinDesk Daily."
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This episode was hosted by Uyen Truong. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
White House: Crypto Ethics Rules Must Apply to All
Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets, sat down on the mainstage at CoinDesk's Consensus to discuss the biggest issues in U.S. crypto policy. He covered the Clarity Act's path through the Senate, the status of the U.S. Bitcoin reserve, and the ongoing ethics provision standoff with Democrats. Witt expressed confidence that a July 4th signing deadline is achievable, and teased a major announcement on the Bitcoin reserve "in the next few weeks."
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Timecodes:
00:00 - Patrick Witt at Consensus Miami 2026
01:29 - Progress...
Blockspace: Datacenter deals, SpaceX IPO, and Saylor didn’t sell
Markets are ripping as Bitcoin miners pivot to AI infrastructure. We cover AWS rumors, Galaxy Digital's surge, Michael Saylor's latest multi-million Bitcoin buy, the Texas 4CP mining curtailment, and Elon Musk’s massive $26B xAI compute deals with Google and Anthropic.
Francis Corvinho of Lygos Finance and Kaan of Luxor join us to talk about the massive shift in Bitcoin mining economics, Michael Saylor's credit strategies, Zcash protocol bugs, and the Texas 4CP summer mining curtailments. We also break down the AI infrastructure boom, featuring Galaxy Digital's market surge and Elon Musk's multi-billion-dollar xAI co...
Why Strategy Sold Bitcoin, VanEck’s BNB Bet and a $1.7B ETF Exodus
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by Bloomberg Intelligence Senior Research Analyst James Seyffart to break down the SpaceX IPO's pull on crypto capital, four consecutive weeks of Bitcoin ETF outflows topping $1.7 billion, and the Zcash counterfeiting bug. VanEck Director of Digital Assets Product Kyle DaCruz unpacks VBNB, the first US spot BNB ETF, the rise of "revenue chains," and what staking rewards will mean for the product. 100X Capital CIO Joy Pathak — also known as the Wizard of SoHo — shares his top conviction trade in the 10X se...
Saylor's Back: Strategy Buys $101M of Bitcoin | CoinDesk Daily
Strategy buys Bitcoin again after 32-BTC sale.
Strategy bought 1,550 bitcoin for $101 million, its first purchase since the 32-BTC sale on June 1. The buy came at an average price of $65,332, well below Strategy's overall average. CoinDesk's Sam Ewen hosts "CoinDesk Daily."
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This episode was hosted by Sam Ewen. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
A-Rod Bought the Timberwolves at the Worst Possible Time. Here Is Why It Worked.
Alex Rodriguez joins the Consensus Main Stage for a candid conversation on life after baseball, building a championship organization, and the lessons that shaped him. From buying the Minnesota Timberwolves during COVID to applying AI and real-time technology to the fan experience, A-Rod breaks down what it actually takes to turn around a franchise. He also opens up about growing up without a father, the mentors who changed the trajectory of his life, and why showing up with full attention is still the most underrated competitive advantage.
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Timecodes:
00:00 - Alex Rodriguez at...
Why the Co-Founder of LinkedIn Is Betting on NFTs Again
Reid Hoffman, co-founder of LinkedIn and prominent AI investor, joins the Consensus mainstage for a wide-ranging conversation on where crypto, AI, and identity are headed. Hoffman argues that as agents outnumber people on the internet, crypto becomes the only viable solution for trust, provenance, and identity at scale. From his 2014 Bitcoin purchase to his recent CryptoPunk buy, Hoffman explains why the age of AI has brought him back to crypto with fresh conviction.
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Timecodes:
00:00 - Reid Hoffman at Consensus Miami 2026
01:11 - What Reid Is Focused on Today
04:13...
Everything You Need to Know about x402: The 30-Year-Old HTTP Code Built for the AI Economy
Erik Reppel, Head of Engineering at Coinbase Developer Platform, joins the Consensus mainstage to make the case for internet-native payments. The internet was built for humans, but AI agents are taking over and they don't click ads. x402 is an open standard that finally gives the web a native payment layer, built on a forgotten HTTP status code that's been sitting unused since 1994. Created by Reppel and now backed by Visa, Stripe, Cloudflare, Microsoft, and others under the Linux Foundation, it lets any agent pay for any content or API with two lines of code and a stablecoin transaction...
Kevin O’Leary on the Asset Class the Beat Everything Else in his Portfolio
Kevin O'Leary joins the mainstage at Consensus wearing a $5.2 million Michael Jordan card around his neck and explains why collectibles have become his best-performing asset class, including a 3am bidding war that cost him nearly $13 million. He then breaks down why 97% of institutional crypto interest is concentrated in just BTC and ETH, why altcoins got slaughtered, and what it will actually take for blockchain to get adopted by the S&P 500. Plus, why he thinks power infrastructure and data centers are a better bet than picking crypto winners.
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Timecodes:
00:00 - Kevin O'Leary...
'I Will Not Vote for Clarity Until We Address Ethics': Sen. Angela Alsobrooks
Senator Angela Alsobrooks joins hosts Rebecca Rettig and Renato Mariotti to discuss the three outstanding issues she needs resolved before voting Clarity off the Senate floor. Plus, insights into Jamie Dimon's criticism over stablecoin yield. And, former Congressman George Santos named person of the week for the Kalshi insider trading investigation.
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Timecodes:
00:00 Sen. Alsobrooks on Ethics
00:26 Welcome to The Policy Protocol
00:56 CFTC Greenlights Perps in 24 Hours
02:33 OFAC Sanctions Iran's Nobitex
05:56 Offshore Exchanges Coming Onshore
07:05 Senator Angela Alsobrooks Joins
07:45 Defending the...
CFTC Chairman Mike Selig on crypto, prediction markets and AI-powered market surveillance
CFTC Chairman Mike Selig sits down on the mainstage at Consensus to break down the most consequential regulatory shift in crypto history: a joint SEC-CFTC taxonomy that finally defines what kind of asset everything is, effectively putting the Howey Test to rest. He also makes the case for why prediction markets belong under federal jurisdiction, not state gaming commissions, and why he's already suing multiple states to prove it. Operating as the sole commissioner on a five-member body, Selig is moving fast on rulemaking, AI-powered market surveillance, and cementing the US as the global home for crypto innovation.
<...Arthur Hayes Sold HYPE and NEAR, Mert Mumtaz Says That’s Missing the Point | Markets Outlook
Market convictions with Helius' Mert Mumtaz.
On today's Markets Outlook, Helius CEO Mert Mumtaz tells CoinDesk's Jennifer Sanasie why he's tuning out the noise and staying convicted on Zcash, Solana, BTC and Hyperliquid. Plus, he weighs in on the Arthur Hayes drama, the Clarity Act, and why Bitcoin's transparency is actually a long-term vulnerability.
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Timecodes:
00:00 - Institutional Capital Rotating into AI IPOs
01:53 - Met's 'Shield and Chill' Strategy
04:29 - Responding to Arthur Hayes Selling HYPE and NEAR positions
08:44 - Mert's Zcash Thesis
13:00...