ROLLUP: SBF vs Caroline Ellison | Sam Altman ...

Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. Ryan and Haseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stocks push, Ethena’s token reset, and whether AI is starting to consume the world’s ...  Show more

Wall Street wants to come onchain, but public-by-default finance creates a problem institutions cannot ignore. ETH Systems co-founders Mo Jalil and Oskar Thoren join David to explain why privacy may be one of Ethereum’s biggest institutional unlocks, what banks and asset managers ...  Show more

0:00 Bestie intros 4:09 Assessing SBF bailing out major crypto players & the state of the market 18:24 Classifying crypto assets, high-yield crypto lending 34:17 Zendesk sells for $10B, accounting for stock-based comp, evergreen standard in tech 1:01:24 Buyout targets, public mar ...  Show more

Join Brendan and Tevo for another rundown episode where we showcase more Bitcoin ETF inflow data and do some technical analysis that shows Bitcoin could be on the cusp of all time highs as OTC desks are getting drained of their Bitcoin. Brendan breaks down the top projects that h ...  Show more

Show Notes: 0:00 Mercury is in retrograde & impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, institutional money in crypto 40:59 Facebook whistleblower, potential ramifications & ...  Show more

(0:00) Introducing Solana Co-Founder Anatoly Yakovenko

(0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries

(5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market

(10:02) Most e ...