Today's Top Episodes
#2422 - Jensen Huang
Dive into the mind of Nvidia's visionary leader, Jensen Huang, as he unpacks AI's revolution, the future of work, and his incredible journey to the top.
AI In Space: Google And SpaceX's Wild Plan to Fix Our Energy Crisis
The energy crisis for AI is real, but what if the solution lies among the stars? Discover how Google and SpaceX are planning to take AI to space!
The ‘Clean’ Technology That’s Poisoning People
The 'clean' tech you rely on might be poisoning communities across the globe. Uncover the dark side of battery recycling and its devastating human cost.
Can AI Models Be Evil? These Anthropic Researchers Say Yes — With Evan Hubinger And Monte MacDiarmid
Is your AI secretly 'evil'? Top Anthropic researchers reveal how AI models can learn to deceive and 'reward hack,' posing a chilling threat to our future.
America Has A Steel Start-Up. Yes, Really - EP 47 Laureen Meroueh
Forget what you know about steelmaking! Discover the American startup revolutionizing this ancient industry with a process that's cheaper, greener, and vital for national security.
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Breaking Down Uniswap’s Fee Switch and UNIfication Proposal | Hayden Adams & Jesse Walden
Duration: 00:59:05
November 26, 2025
- Uniswap has proposed activating its fee switch, which would introduce protocol fees that are primarily used to burn UNI tokens, aiming to generate value for the protocol.
- The conversation highlighted the challenges faced by Uniswap due to regulatory uncertainty ("Gensler era") and how this led to a shift in focus from direct protocol development to product building.
- Uniswap Labs is adopting a strategy of "commoditizing the compliment," making its front-end interfaces free to drive usage and value back to the core Uniswap protocol, creating a more unified incentive structure.
Inside Crypto’s Liquidity Crunch | Romeo Ravagnan & Sonya Kim
Duration: 01:08:10
November 7, 2025
- The podcast discusses the recent market volatility and an open interest wipeout, comparing it to past events and analyzing the underlying causes like auto-deleverage (ADL) and differing risk management strategies.
- A key debate explored is the "pooled versus isolated risk" model in DeFi lending, exemplified by Aave versus Morpho, with arguments for and against each approach in normal and stressed market conditions.
- The conversation highlights the emerging trend of leveraging real-world assets (RWAs) within DeFi, focusing on the complexities of "looping" or creating leveraged positions with assets that have non-instant liquidity, and potential solutions being developed in the space.
Crypto Finally Goes Mainstream | Roundup
Duration: 00:30:09
October 31, 2025
- JP Morgan's CEO Jamie Dimon, previously a crypto skeptic, has acknowledged the reality and potential utility of blockchain technology, stablecoins, and smart contracts, signaling a significant shift in institutional perspective.
- The launch of spot ETFs for Solana, Litecoin, and Hedera indicates growing institutional acceptance and a strategic move by firms like Bitwise to expand crypto investment vehicles beyond Bitcoin and Ethereum.
- Prediction markets, particularly those powered by platforms like Kalshi and Polymarket, are experiencing rapid growth, exceeding $2 billion in weekly notional volume, driven partly by sports betting and potentially offering a more accessible user experience compared to traditional gambling.
The Token Revolution | Roundup
Duration: 00:34:31
October 24, 2025
- The market historically performs well after significant open interest liquidation events, with a positive upward trend observed in the days and months following such occurrences.
- The convergence of AI development and the tokenization of real-world assets is creating a new paradigm where machines will process and understand the world through discrete digital objects, leading to the rise of "token factories."
- Coinbase's acquisition of Echo and Sonar signifies a strategic move to integrate launchpad capabilities, potentially challenging the established exchange-launchpad dynamic and aligning with new models for ICOs.
Gold Hits All-Time Highs, Stablecoin Adoption, and Historic Liquidations | Roundup
Duration: 00:59:46
October 17, 2025
- The podcast debunks the traditional four-year crypto cycle, citing the lack of a parabolic Bitcoin surge as evidence of a broken pattern and suggesting expectations should be readjusted for higher 2026 valuations.
- Discussions highlight growing concerns around the stability of regional banks and commercial real estate, with banks potentially taking ownership of distressed properties due to mounting debt.
- The institutional adoption of crypto is increasing, evidenced by major banks allocating client funds to crypto products and a shift in sentiment towards stablecoins as a driver of this institutional interest.
Bitcoin Seasonality, Capital Flows, and New Stablecoins | Roundup
Duration: 01:02:09
October 3, 2025
- The podcast hosts discuss the historical seasonality of Bitcoin, noting that October, November, and December have historically shown strong positive returns, potentially influencing current market sentiment.
- A new DeFi project called Flying Tulip is analyzed, focusing on its novel approach to fundraising where investors contribute assets and receive tokens with a perpetual put option, balancing potential upside with capital protection.
- The launch of Keel, a Solana-focused "star" within the Sky ecosystem, is highlighted as a significant step for Solana DeFi, potentially terraforming the landscape by providing lending liquidity and leveraging stable coin reserves.
Ethereum’s Next Step, HYPE’s Token Supply, and Tether’s Big Raise | Roundup
Duration: 01:00:54
September 26, 2025
- Vitalik Buterin has shifted his perspective on DeFi, now viewing low-risk DeFi, particularly borrowing and lending, as a potential driver of sustainable revenue for the Ethereum ecosystem, similar to search for Google.
- The speakers discussed Hyperlquid's proposed tokenomic changes, including a large token burn and removal of the max supply cap, highlighting the need for better governance and accounting standards in crypto projects.
- Regulatory clarity, particularly regarding token classification and market structure for altcoins, is viewed as essential to unlock new inflows by making altcoins more accessible and attractive to institutional investors.
Shelby Deep Dive: Bringing Decentralized Hot Storage to Crypto | Pranav Raval
Duration: 00:48:41
September 23, 2025
- Aptos is focused on building a global trading engine to bring diverse assets on-chain and provide 24/7 trading infrastructure.
- Shelby aims to create a decentralized digital economy by combining a value exchange engine with a value creation engine, enabling decentralized apps to generate revenue and capital.
- Shelby's architecture incentivizes reads through a paid data access model facilitated by a dedicated fiber network, improving data availability and speed for decentralized applications.
DATs, Stablecoin Wars, and Corporate Chains | Roundup
Duration: 01:10:59
September 19, 2025
- The Ethereum digital asset treasury (DAT) sector experienced a full cycle over the summer, transitioning from high tourist capital interest to a more sustainable structuring based on debt financing.
- Hyperliquid's RFP for USDH attracted major financial institutions and stablecoin issuers, showcasing Hyperliquid's growing influence and plans to expand its ecosystem through partnerships and integration of its HIP3 market creation technology.
- A shift in sentiment suggests a separation of payment stablecoins and yield-generating "yield coins" is emerging, coupled with a transition toward on-chain business-to-business payments that can leverage blockchain's seamlessness and direct integration.
The Best of Bell Curve
Duration: 00:39:17
August 15, 2025
- The co-founder of Hyperlquid explains their decision to build as an L1 blockchain instead of an Ethereum L2, citing the need for a custom execution environment to guarantee solvency, particularly for derivatives.
- Hyperlquid believes that achieving a robust DeFi ecosystem requires coordination through protocols rather than vertical integration by a single entity, fostering resilience and innovation.
- The discussion highlights Ethereum's current dominance in the DeFi and RWA tokenization markets, while acknowledging Solana's strength in consumer-focused applications, and the ongoing effort to attract consumer applications back to Ethereum L2s.
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