Today's Top Episodes
#262 Aliia Roza - Russian Sex Spy on Seduction Perfumes, Sexpionage and Honeypot Tradecraft
Ever wondered how real-life spies operate? A former Russian operative spills the secrets of seduction, espionage, and the dangerous game of honeypots.
Jailbreaking AGI: Pliny the Liberator & John V on AI Red Teaming, BT6, and the Future of AI Security
Is AI security 'security theater'? Dive into the high-stakes world of AI jailbreaking and red teaming, where the future of intelligent systems hangs in the balance.
Everything is gambling now
Your news feed is becoming a casino. Explore how 'prediction markets' are turning everything into a bet and what it means for our future.
#2426 - Cameron Hanes & Adam Greentree
Beyond the hunt: Discover how managing wild predators and embracing extreme physical struggle can unlock ecological balance and profound personal growth.
AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman
Is the AI boom a bubble waiting to burst? Unpack the forces driving inflation and the limits of central banks to save us from an affordability crisis.
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Bitcoin Has All the Good News… So Why Isn’t It Going Up? w/ Scott Melker
Duration: 00:36:26
December 16, 2025
- The crypto market is currently experiencing confusion and less stability due to macro-economic uncertainty, particularly concerning Federal Reserve policy and government shutdowns.
- While crypto prices haven't surged as expected in 2025, the increasing institutional involvement and integration with traditional finance, like tokenization by the DTCC, are significant long-term developments.
- The key question for investors moving forward is not if blockchain will be adopted, but rather how the asset class will evolve and whether current altcoins will capture value beyond speculation.
Tether Co-Founder: The Bitcoin Cycle Is Broken, And That’s Worse Than a Crash
Duration: 00:42:33
December 12, 2025
- Traditional Bitcoin market cycles post-halving have been broken, leading to a departure from historical patterns and increased market randomness.
- Crypto assets are now primarily driven by sentiment, behaving similarly to speculative tech stocks rather than uncorrelated hedging assets.
- Leverage, particularly in futures markets, acts as a "toxin" in the financial system, amplifying volatility and posing significant risks to market stability.
Does Crypto Only Move on Liquidity? And Why 2026 Might Go Parabolic w/ Jamie Coutts
Duration: 00:38:07
December 11, 2025
- The era of "DATs" (companies holding digital assets on their balance sheets) as a significant market driver appears to be concluding, with a shift towards consolidation and a focus on companies with strong fundamentals and access to fixed income markets.
- The effectiveness of traditional metrics like Total Value Locked (TVL) and daily active addresses for valuing blockchain networks is diminishing due to manipulation and complexity, leading to the development of more nuanced metrics like "Effective Network Intensity" (ENI).
- Despite a disappointing Q4, the guest maintains a positive outlook for 2025, anticipating a rise in global liquidity and strong performance for equities, while cautioning that cryptocurrencies, particularly Bitcoin, may not see the same level of appreciation due to their nature as "debasement trades."
Crypto Storm Is Ending: How 2025 Pain Sets Up 2026 Gains w/ Jesse Eckel
Duration: 00:41:43
December 10, 2025
- The traditional four-year crypto cycle is likely to be disrupted, with 2026 potentially marking the beginning of a new, structurally different cycle for crypto driven by economic activity and policy shifts.
- Recent economic tightening phases, including the RRP rundown and government shutdown, created a "perfect storm" that has now ended, paving the way for an easing cycle and improved liquidity conditions.
- Emerging legislation, increasing institutional adoption, and potential regulatory clarity are positioning altcoins for a resurgence, particularly as the broader crypto market shifts from a period of disbelief toward impending growth.
Is Ethereum the Next Amazon? Haseeb Qureshi on Revenue, Profit & Long-Term Value
Duration: 00:35:25
December 9, 2025
- A recent viral debate on crypto Twitter centered on whether Layer 1 blockchains should be valued based on revenue (like traditional companies) or profit, with the argument that blockchains, lacking traditional expenses, should be compared on profit.
- The discussion highlighted a prevailing cynicism in the crypto space, fueled by underperformance compared to other booming sectors like AI and gold, despite favorable regulatory shifts and institutional interest in Bitcoin.
- The conversation explored the reasons why retail investors are crucial for altcoin performance and why traditional institutions are structurally unable to invest in them due to a lack of accessible financial products.
The Biggest Ethereum Risk No One Wants to Admit w/ Aryan Sheikhalian
Duration: 00:33:06
December 8, 2025
- Ethereum risks losing its execution environment to other ecosystems if it doesn't successfully implement upgrades to support its vision as a validation engine and maintain unified liquidity.
- Traditional finance institutions are closer to adopting blockchain technology than many perceive, with a significant percentage already running pilots, but adoption is hindered by the need for standardization and robust internal risk frameworks.
- The "survival of the fittest" principle should apply to Layer 2 solutions, where competition based on product differentiation rather than just fee arbitrage will foster genuine innovation and accrete to Ethereum's growth.
Circle CTO: The Blueprint to Become the World’s Financial OS & How Investors Can Profit From It
Duration: 00:43:03
December 5, 2025
- Circle is evolving from a stablecoin issuer into a full-stack internet platform company, developing new businesses like the Circle Payments Network (CPN) and the ARC Layer 1 blockchain.
- The company sees significant opportunities in enabling complex, programmable payment flows for AI agents and machine-to-machine transactions, moving beyond simple small-value payments.
- Circle prioritizes compliance and building a robust, integrated financial infrastructure that can support the next wave of innovation, aiming for global accessibility and reliability.
Crypto Is in Hard Mode Now - But Zeneca Still Sees 3 Huge Opportunities
Duration: 00:34:50
December 4, 2025
- The "easy mode" of making money in crypto, characterized by quick and substantial gains from simple actions like minting NFTs, is over, requiring a more strategic and less passive approach.
- The traditional "retail is coming" narrative for altcoin seasons may no longer apply, as a significant portion of retail has already been exposed to crypto, been burned, or simply lacks the risk appetite.
- While macro factors and a potential AI/tech bubble pose bearish risks, there's cautious optimism for the crypto market, with potential opportunities in sectors like prediction markets, AI, robotics, and the Base L2 ecosystem.
Bitcoin Is Entering a New Market Structure & It's Stronger Than Ever w/ Matt Hougan & Ryan Rasmussen
Duration: 00:47:21
December 3, 2025
- Significant institutional interest is driving positive sentiment and market shifts, with major financial institutions like Merrill Lynch opening up to crypto offerings.
- The crypto market is experiencing a divide between retail sentiment, which remains cautious, and institutional adoption, creating a sideways trading pattern.
- Despite current market conditions, there's a strong belief that crypto is maturing, leading to more sophisticated investor questions and a long-term bullish outlook.
Retail Sells, Institutions Buy: The Biggest Misread of This Cycle w/ Sid Powell
Duration: 00:44:45
December 2, 2025
- Bitcoin's future outlook: While facing current price volatility, the speaker believes Bitcoin is not in a full bear market and has the potential to reach $150k by 2026, supported by expected rate cuts and continued institutional adoption.
- Resilience of crypto lending: Despite market downturns, there's an "irreducible amount of demand" for crypto-backed lending, particularly from prime brokers and miners, with retail demand for yield increasing as market beta diminishes.
- Onchain asset management innovation: Maple Finance is leading in onchain asset management, focusing on transparency, composability, cryptonative capital markets, and utility, offering unique institutional yield products not available through traditional finance.
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