Today
AI on Ethereum: ERC-8004, x402, OpenClaw and the Botconomy | Austin Griffith & Davide Crapis
AI agents aren’t “coming” to Ethereum—they’re already here, spinning up on dedicated machines, clicking through wallets, deploying contracts, and even building apps for themselves. In this episode, Ryan and David sit down with Davide Crapis and Austin Griffith to map the emerging ... Show More
1h 37m
Feb 2
Capitalism’s Endgame: The Last Companies That Will Ever Exist
Capitalism may be heading toward an “event horizon,” where a handful of firms become so entrenched they’re effectively the last companies standing. We break down the four “Infinity Gauntlet” pillars: intelligence, energy, capital, and labor. And why collapsing costs in AI and rob ... Show More
1h 29m
Jan 30
ROLLUP: Gold & Silver ATHs | Fidelity’s Stablecoin | Ethereum’s Quantum Pivot | Tether Buys Gold
Markets wobble as gold and silver hit all time highs, raising the big question of what comes next for crypto. Ryan and David unpack the macro shock driving the move, from Fed independence and shutdown risk to a weaker dollar narrative, and why Tether is quietly becoming one of th ... Show More
1h 4m
Mar 2025
Investment Clinic: I’m an ethical investor – but I can’t kick crypto
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
29m 51s
Mar 2022
Citadel Is Coming to Crypto
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
17m 16s
Oct 2024
How Unichain and Geopolitics Are Redefining Crypto's Value | Avichal Garg & Michael Anderson
In this episode, Jason is live from Permissionless with Michael Anderson from Framework Ventures and Avichal Garg from Electric Capital. They delve into the implications of Uniswap's Unichain, exploring its potential impact on ETH, OP, and the broader DeFi ecosystem. The conversa ... Show More
45m 45s
Oct 2025
How Loftus Peak Keeps beating the Market - And What They’re Buying Now | Alex Pollak
This expert doesn't just talk disruption, he invests in it.And with a fund performance of 21% p.a since 2016 (that’s after fees), clearly it’s been working. We sat down with Alex Pollak, Chief Investment Officer of Loftus Peak, to find out how his fund keeps beating the market an ... Show More
41m 19s
Sep 2025
Hedera Hashgraph Just Changed the Crypto Game! with Eric Piscini
Eric Piscini, CEO of Hashgraph, joined me to discuss how institutions are leveraging Hedera for tokenization and much more.<br />Topics:<br />- HashGraph and the Hedera ecosystem<br />- HashSphere: A Private, Permissioned Network <br />- Private vs Public blockchains<br />- Token ... Show More
40m 44s
Sep 2025
Is Solana a Better Treasury Asset Than Bitcoin & Ethereum with Brian Rudick
Brian Rudick, Chief Strategy Officer of Upexi, joined me to discuss the company’s Solana treasury strategy and why he believes SOL is the next major treasury asset.<br />Topics:<br />- Why Upexi chose Solana for its Treasury Asset <br />- Digital Asset Treasury trend, lifespan, a ... Show More
31m 20s
Michael Nadeau went risk-off in October and has been targeting Bitcoin's fair value near $65K. In this episode, he joins Ryan to unpack what changed after BTC broke below $80K, why he does not think this is the macro low yet, and what a real bottom typically looks like (capitulation, then apathy).
They also dig into the new wild card: incoming Fed chair ... Show More
On episode 430 of Animal Spirits, Michael Batnick and Ben Carlson discuss Future Proof, 1990s nostalgia, Oasis, why the stock market doesn't care about the labor market, the top 10% is powering the economy, Google vs. ChatGP ... Show More
