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The Ultimate Guide to Crypto Finance. DeFi, NFTs, and cryptocurrencies. Level up. Go bankless. Política y Gobierno
Episodios
  • Why Passive Investors Lose | Contrarian Investor Michael Green

    Why Passive Investors Lose | Contrarian Investor Michael Green
    Aug 18 2025
    Contrarian strategist Michael Green lays out why “passive” isn’t passive at all—it’s a flow-driven algorithm, turbocharged by policy, that funnels capital into mega-caps, starves small caps, and raises the odds of market non-clearing shocks. We unpack Sharpe’s arithmetic vs. rebalancing reality, lessons from Volmageddon, the aging of investor cohorts, why stress may be deflationary before inflationary, and how to “doom-proof” a portfolio with assets that throw off cash (including overlooked duration/TIPS and munis). Michael also separates crypto’s burn-it-down narrative from its true promise: tokenized, programmable securities that fix TradFi’s paper plumbing. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ------ TIMESTAMPS 0:00 Intro 4:52 Finance Twitter vs Crypto Twitter 6:42 Fundamentals vs Narrative 9:53 Passive Index Investing 22:12 Message for Passive Investors 28:43 Market Cap vs FDV 30:23 Large Cap Dominance 40:45 Other Distortions 43:40 Volmageddon 50:14 Demographics 55:17 Passive Doom-Proof Portfolio 1:04:15 Currency Collapse 1:09:51 Gold & Precious Metals 1:15:58 Bitcoin vs Gold 1:18:29 Ray Dalio Debt Cycles 1:22:43 Stablecoins & Tokenization 1:28:53 Message to the Listeners 1:34:32 Action Items 1:35:28 Closing & Disclaimers ------ RESOURCES Michael Green https://x.com/profplum99 Michael’s Substack https://www.yesigiveafig.com/subscribe?coupon=879f4ac8 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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  • ROLLUP: BTC ATH & ETH Near ATH | Stripe & Circle L1s | Monero 51% Attack

    ROLLUP: BTC ATH & ETH Near ATH | Stripe & Circle L1s | Monero 51% Attack
    Aug 15 2025
    On this week’s Weekly Rollup, ETH flirts with ATH while BTC tags a new one, PPI spooks then fades? Ryan and david dig into a $1B ETH ETF day, Tom Lee’s 1M ETH treasury, and the ETH/BTC setup. Also, Stripe and Circle launch L1s, Coinbase routes Aerodrome in-app, Uniswap’s Wyoming DUNA and fee switch path, Monero’s 51% attack, plus quick hits on Do Kwon and bank pushback on the Genius Act. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle --- TIMESTAMPS & RESOURCES 0:00 Intro 4:01 PPI Volatility & Markets https://x.com/fundstrat/status/1955995766742192612 https://x.com/fundstrat/status/1955992342453772783 https://polymarket.com/event/fed-decision-in-september?tid=1755177801833 https://x.com/DegenerateNews/status/1955763404733603857 https://companiesmarketcap.com/assets-by-market-cap/ https://x.com/CoinMarketCap/status/1955457154686849099 https://x.com/nilesh_rohilla/status/1954190478712164631 https://www.theblock.co/post/366734/standard-chartered-analysts-raise-ethereum-year-end-price-target https://farside.co.uk/eth/ https://x.com/NateGeraci/status/1955100618088972649 https://decrypt.co/334366/harvard-116-million-blackrock-bitcoin-etf https://x.com/BitcoinPierre/status/1955433791805329825 https://x.com/BitcoinPierre/status/1955493635119780321 https://x.com/brian_armstrong/status/1955980017315295514 https://www.cnbc.com/2025/08/13/crypto-exchange-bullish-more-than-doubles-in-nyse-debut-after-pricing-ipo-above-expected-range.html https://x.com/hosseeb/status/1955815228245205461 https://x.com/RyanSAdams/status/1954876419261010119 https://x.com/tedpillows/status/1955283896049807480? https://www.strategicethreserve.xyz/ https://x.com/CryptoGucci/status/1955339759917646012 https://www.bankless.com/read/ethzilla-shares-surge-after-peter-thiel-takes-7-5-stake https://x.com/MikeIppolito_/status/1955606885442179298 https://x.com/JasonYanowitz/status/1956001519095947593 https://x.com/StoryProtocol/status/1954885593286238460 https://x.com/JasonYanowitz/status/1954890658155545074 https://x.com/EricTrump/status/1955653873730720202 https://x.com/EricTrump/status/1955324074684518557 37:07 Stablecoin big boys launching their own L1s https://x.com/circle/status/1955246636223135976 https://x.com/adamscochran/status/1955257074318823568 https://x.com/jgarzik/status/1955270849595937091 https://x.com/jgarzik/status/1955270849595937091 https://x.com/RyanSAdams/status/1955011330777497987: https://x.com/chuk_xyz/status/1955064401490280721 https://x.com/100y_eth/status/1955081750683766805 https://x.com/CampbellJAustin/status/1955240962038349995 https://x.com/cherdougie/status/1955383195609993270 47:36 Banks demand the exclusion for yield-bearing stablecoins in the GENIUS https://x.com/jchervinsky/status/1955763041594958175 https://www.whitehouse.gov/fact-sheets/2025/08/fact-sheet-president-donald-j-trump-guarantees-fair-banking-for-all-americans/ 52:22 Scott Bessent - Strategic Bitcoin Reserve update…it’s not great https://x.com/watcherguru/status/1955987518509154717 54:01 ETH, Coinbase, & Uniswap https://x.com/AerodromeFi/status/1953853358575587631 https://x.com/wagmiAlexander/status/1955101747082309745 https://x.com/brian_armstrong/status/1955268909294068192 https://www.theblock.co/data/crypto-markets/public-companies/coinbase-total-volume https://www.theblock.co/post/366257/uniswap-foundation-eyes-protocol-fee-switch-with-propose https://gov.uniswap.org/t/foundation-feedback-group-ffg-thread/25549/10 https://x.com/SenLummis/status/1954950030306968055 https://x.com/unichain/status/1955978120269312280 58:54 Do Kwon pleaded guilty https://www.reuters.com/legal/government/do-kwon-pleads-guilty-us-fraud-charges-40-billion-crypto-collapse-2025-08-12/ 1:00:48 Monero getting 51% attacked - now controls over 51% of Monero hashrate https://x.com/caffeinateduser/status/1954999609039917448 https://x.com/PixOnChain/status/1955738903895531893 1:05:30 Closing & Disclaimers --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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  • Roman Storm Verdict: A Turning Point for DeFi | Jake Chervinsky & Amanda Tuminelli

    Roman Storm Verdict: A Turning Point for DeFi | Jake Chervinsky & Amanda Tuminelli
    Aug 13 2025
    Jake Chervinsky and Amanda Tuminelli join us to unpack the Roman Storm verdict—what it means for DeFi, why Section 1960 is a looming threat to open-source developers, and the strong grounds for appeal. We discuss the legal, political, and legislative paths forward, the role of Congress in protecting developers, and how the crypto industry can mobilize to prevent future prosecutions. ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium ------ BANKLESS SPONSOR TOOLS: 🪙FRAX | SELF SUFFICIENT DeFi https://bankless.cc/Frax 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR LAYER 2 NETWORK https://bankless.cc/Mantle ------ TIMESTAMPS 0:00 Intro 0:24 Verdict First Impressions 4:22 Was it Successful? 6:26 Second Trial? 9:47 Money Transmitter Debate 15:20 Optimistic Setup? 19:56 Levels of Precedent 26:04 What’s Next? 30:26 Crypto Industry Agency 34:01 Regulatory Acts 37:33 Two Paths 44:35 Trump Administration 49:02 Upcoming Administrations 53:45 Call to Action 56:55 Closing & Disclaimers ------ RESOURCES Jake Chervinsky https://x.com/jchervinsky Amanda Tuminelli https://x.com/amandatums DeFi Education Fund https://www.defieducationfund.org/ Fund Roman Storm https://freeromanstorm.com/ Fund Alex Pertsev https://juicebox.money/v2/p/713 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures⁠
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