David Rosenberg (Founder & President, Rosenberg Research) joins the AllInCrypto Podcast to break down why no asset class is priced for recession, the reality behind a K-shaped economy and market, and why concentration risk + valuations could matter more than most investors realize.

We dig into GDP vs Gross Output (GO), the wealth effect, how tariffs and supply-side inflation are squeezing the middle class, and why gold is benefiting from a shifting global reserve mix. We also explore Bitcoin vs gold, the challenge of valuing crypto, and whether Bitcoin is truly “digital gold” or still a risk-on trade.

In this episode, we sit down with Jeff Dorman (Arca) to unpack why the “real” crypto era may still be ahead of us even after years of hype, booms, and brutal drawdowns.

We talk tokenization at scale, why “crypto” is a misleading umbrella term, and how to think about valuing assets when everything from finance to gaming to social becomes token-native. Jeff also shares his framework for Bitcoin vs. smart contract platforms, plus what could matter most heading into 2026.

Is banking outdated? We sit down with Chris Skinner best-selling author and one of fintech’s most influential voices to unpack the future of money: AI agents, why stablecoins may beat CBDCs, tokenization at scale, and why trust + licenses still rule.

👤 Guest Chris Skinner

Daily blog: The Finanser — https://www.thefinanser.com

General profile: https://www.chrisskinner.global

Latest presentation: https://www.youtube.com/watch?v=XB8vd7O0NyE

Latest book: http://www.moneythinks4u.com

Today we sit down with Frank Mong COO at helium to unpack how DePIN can disrupt telecom from community-built coverage to the reality of a free mobile plan (and what it takes to make it work).

0:00 Intro

1:11 Welcome + guest intro (Frank Mong, Helium)

2:03 What is Helium? (simple overview)

6:22 How Helium disrupts telecom (cost + competition)

7:26 Can a phone plan be free? (the thesis)

9:10 Helium Mobile plans (Free / $15 / $30)

12:41 From crypto-first users to mainstream incentives

19:46 How people join the network (hotspots + examples)

26:09 Expansion: Mexico, Brazil + more regions

35:54 Why Solana

40:10 Security & fraud lessons

46:20 AI + network quality verification

56:32 What’s next in 2026

58:33 Outro / where to find Helium

X: https://x.com/helium

Frank Mong X: https://x.com/fmong

Join me and Armando Pantoja for a conversation on the current state of the crypto markets, his take on who created bitcoin, XRPs unique positioning in the markets and Ai!! Enjoy!

Join Me and Jake Claver to discuss recent event and what the future may hold moving forwards like further yen carry trade unwind, the threat of quantum computing, Market mark down, crypto fire sale, XRP and other utility coins and more!

We sat down with Thatcher to talk about the shocking truth behind crypto taxes: 80% of people not complying, exchanges sharing data with tax offices, and how fines can hit 100% of what you owe.

Join me and Arnound Star Busman CEO Of Quantoz A regulated stablecoin issuer as we talk about the state of stablecoins in Europe and how they are changing the economic landscape and also the ECBs digital euro