Today's Top Episodes
AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman
Is the AI boom a bubble waiting to burst? Dive into the economic forces shaping our future, from inflation to the limits of central banks.
James Tour: Super Humans, Genetic Engineering, Cloning, Lies of Evolution, and What Really Is Life?
A nanotechnology expert dares to question the very foundations of life, evolution, and genetic engineering. What if everything you thought you knew was wrong?
Jailbreaking AGI: Pliny the Liberator & John V on AI Red Teaming, BT6, and the Future of AI Security
Beyond the hype: discover the hidden war being waged to break and secure AI, and what it means for our future.
#262 Aliia Roza - Russian Sex Spy on Seduction Perfumes, Sexpionage and Honeypot Tradecraft
From seduction to defection: A former Russian sex spy reveals the dark art of 'honeypot' espionage and how it targets the powerful.
Everything is gambling now
Is every decision becoming a bet? Explore how 'prediction markets' are turning everything into a gamble, and what it means for our society.
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What Altcoins Are Actually Worth Holding with Lark Davis
Duration: 00:38:19
December 17, 2025
- A major trend going forward is expected to be either no token or tokenized equity, with anything in between being uninvestable.
- The market is showing a clear fatigue with overly inflated and “useless” governance tokens, favoring projects with genuine revenue models and buybacks.
- Institutional adoption, including significant players like Vanguard and BlackRock entering the crypto space, signals a bullish long-term outlook despite current market apathy.
Why AI Agents Still Fail at Simple Tasks with Teng Yan
Duration: 00:41:17
December 14, 2025
- The rapid advancement of AI models, driven by improvements in data, compute, and algorithms, is significantly enhancing AI capabilities and leading to greater interest in AI agents.
- Providing AI models with the right context and clearly defining the desired outcome are crucial for achieving better results, as opposed to solely relying on complex prompt engineering.
- The emerging AI landscape faces ongoing challenges related to privacy, the balance between profit-driven companies and societal benefit, and the development of more reliable and data-driven AI agents.
How DTCC's SEC Approval Changes Everything For Onchain Finance with Sam Kazemian and Rob Montgomery
Duration: 00:45:41
December 12, 2025
- The DTCC receiving SEC clearance to tokenize assets signifies a major step towards composability between regulated and DeFi markets, potentially leading to increased liquidity for stablecoins and major cryptocurrencies.
- The conversation highlights the burgeoning market for non-USD stablecoins, with a particular focus on the Korean Won, predicting significant growth and a potential "winner-take-all" scenario for currency-specific stablecoin issuers in 2026.
- The emergence of new stablecoin chains like Tempo, Stable, Plasma, and ARC offering features like gasless transactions indicates a shift in how these networks monetize through flows and settlements rather than traditional AUM, challenging established payment processors.
How Kraken Is Building the Anti-Bank with Mark Greenberg
Duration: 00:35:42
December 12, 2025
- Kraken has launched the "Crack app" as a neo-banking competitor designed to simplify everyday payments and investing by integrating various assets like crypto, fiat, and tokenized equities.
- The company is focused on tokenized assets, including tokenized equities (XTOCKS), to enable 24/7 trading, global access, and use as collateral, aiming to disrupt traditional equity markets.
- Kraken aims to bridge the gap between traditional finance and crypto by offering a user-friendly experience, allowing users to benefit from blockchain and crypto without needing deep technical knowledge, with the "Crack app" serving as a primary entry point.
The Four-Year Cycle Is Dead with Michael Anderson and Vance Spencer
Duration: 00:44:00
December 11, 2025
- The traditional four-year crypto cycle is likely being broken by institutional adoption and macro-economic factors, with Ethereum potentially outperforming Bitcoin in the next run.
- Regulatory clarity, particularly with the potential passing of the Clarity Act, is expected to significantly boost institutional investment and drive more concentrated rallies in DeFi and specific projects.
- The future of crypto rests on a return to fundamentals, focusing on revenue-generating businesses and sustainable value accrual rather than speculative hype, with tokenization and DeFi playing key roles.
What Happens When Your AI Actually Belongs To You? With Illia Polosukhin
Duration: 00:45:04
December 7, 2025
- The launch of Near AI's private chat product is highlighted, emphasizing its ability to facilitate secure conversations about sensitive topics like legal and medical matters.
- The discussion explores hardware-level privacy through confidential computing and secure enclaves, combined with on-chain cryptographic guarantees for a trustless user experience.
- Near's "intents" architecture is presented as a key innovation, enabling users to express desired outcomes rather than specific API calls, facilitating seamless interaction between AI agents and Web2/Web3 services.
Ethereum's New Stablecoin Chain with Hoanan Li
Duration: 00:19:04
December 5, 2025
- Codeex is building a neutral L2 infrastructure for all stablecoins, aiming to reduce the friction between fiat and digital currencies.
- The platform focuses on making the fiat-to-crypto boundary disappear by tackling complex banking and licensing issues, a task often avoided by other chains.
- Codeex is developing an on-chain FX product to facilitate direct local currency swaps, bypassing the traditional reliance on the US dollar and potentially reshaping global commerce.
How Dogecoin Became What Bitcoin Was Supposed to Be with TJ Miller & Jordan Jefferson
Duration: 00:45:10
December 1, 2025
- Dogecoin's growing ecosystem and blockchain technology are being developed to add utility and fun, challenging the perception of it being just a meme.
- The conversation explores the potential for Dogecoin to evolve beyond its meme origins and become a significant player in the broader crypto space, possibly even a future interplanetary currency.
- The importance of fun and absurdity is highlighted as a key differentiator and driving force behind the Dogecoin community and its projects, contrasting with the more serious and ideological nature of other crypto communities.
SEC Commissioner Hester Peirce: How America's Crypto Regulation Is Being Rebuilt From Scratch
Duration: 00:53:25
November 28, 2025
- The SEC is shifting its approach to crypto, moving from a prior stance of seeking to stop innovation to looking for ways to open doors for it, while still emphasizing the need for responsible innovation and clear disclosures of risks.
- The conversation highlights a growing consensus that many crypto assets are digital commodities, which could lead to a shift in regulatory authority towards the CFTC, with both agencies aiming for collaboration and harmonized regulations.
- Key themes discussed include the importance of regulatory clarity for capital formation, the potential for tokenizing public equities, and the ongoing debate around distinguishing between investment and trading, with an emphasis on caution and understanding one's investments.
Dankrad Feist: Why Ethereum Needs a Wartime Mentality (And Why He Left the EF)
Duration: 00:37:26
November 26, 2025
- The Fusaka upgrade introduces data availability sampling, allowing Ethereum nodes to verify data availability without processing all of it, which will enable more scalable and cheaper L2 solutions.
- Dankrad Feist has joined Tempo to focus on bringing stablecoin payments to billions of people, believing the blockchain ecosystem has largely overlooked this crucial area.
- The discussion touches upon the importance of fast finality for L2 settlements and user experience, with ongoing research to improve multiple aspects of transaction confirmation times on Ethereum.
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