The Economics of AGI: Why Verification Is the...

We examine the proposed Clarity Act and its impact on stablecoin yields and crypto finance. Ryan and David discuss geopolitical tensions in Iran and their effects on global markets. Highlights include Tom Lee's ETH staking venture, the NYSE's stock tokenization, and emerging quan ...  Show more

NEAR founder and Transformer co-author Illia Polosukhin joins us to break down why today’s AI agents still fall short, what’s missing to make them actually useful, and how IronClaw could unlock secure, private, autonomous AI. We also explore Illia’s bigger thesis: AI becomes the ...  Show more

In this episode, we dive deep into why memecoins have become undeniable for both retail and institutional investors. We explore key trading insights from Soros and Druckenmiller that apply to today's crypto market, then examine Kraken's L2 launch and what it means for exchanges. ...  Show more

Software engineer Stephan has a problem. As an early backer of bitcoin, he has made a lot of paper profit from cryptocurrencies, which now make up about a fifth of his portfolio. But Stephan’s also a big believer in ethical investing, including green investments. Given the energy ...  Show more

This episode is sponsored by Nexo.io, Arculus, FTX US and Cointelli.    While much of the recent focus of “The Breakdown” has been on the relationship between crypto and geopolitics, today’s episode revisits the institutional narrative that drove industry adoption in 2020 an ...  Show more

Charles Cascarilla, CEO and Co-Founder of Paxos, joined me to discuss the impact of stablecoin legislation on the crypto market and what the future of payments looks like with stablecoins.
Topics:
- GENIUS Act passing impact on the Stablecoin market 
- Paxos applic ...  Show more