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Apr 2023
1h 11m

Will the Fed Thread the Needle? with Ita...

Bankless
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$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis
Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being drained, and the market may still be underpricing the scale of the disruption. If t ... Show More
2h 9m
Apr 27
Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats
Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “ ... Show More
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Apr 24
ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH
Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s controversial decision to freeze funds. They also explore whether AI will drive defl ... Show More
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