The probability of a government shutdown has spiked on poly. >> This is actually a poly market that kind of like rocked around the world this week because we went from a chance of US government shutdown by Saturday which I think is the last day of this month of January. It was at 9%. It was going down. It was like 20% earlier in the month 10% 9% and then it shot up to 80% in a single move on January 24th. It shot up >> on January 24th. And so now the market poly market is pricing in that the government's ge ...

Bankless Nation is the last week of January. It's time for the Bankless weekly rollup. We got markets in a little bit of a tumble right now. David, I was getting ready to say gold and silver are unstoppable because they have been on the week, but now things are reversing. At least for a moment. At least for a moment. >> Well, we do got to talk about gold and uh silver all-time highs this week. Peter Schiff taking victory laps of course. Also, >> he's earned it. Did you know, David, Tether has a nuclear resi ...

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- Celo is quietly powering real-world payments at global scale. In this episode, David and Ryan sit down with Marek Olszewski, CEO of cLabs, to unpack how Celo became a fast, low-cost payments layer used for remittances, savings, onchain FX, and identity across emerging markets. They explore why Celo stayed focused on peer-to-peer payments while others chased trends, how Opera’s MiniPay onboarded hundreds of thousands of d ...

📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- Iran is a real-world stress test of freedom: the Islamic Republic is built to outlast dissent. In this special Iran Unchained episode, David talks with Sana Ebrahimi and Amin Soleimani about the regime’s control stack, including unelected theocracy, street-level coercion, corruption as governance, and propaganda that reaches far beyond Iran’s borders. They unpack gender apartheid, internet blackouts during uprisings, why ...

👑BANKLESS PREMIUM | AD-FREE & BONUS EPISODES https://bankless.cc/spotify-premium ------ Zcash founder Zooko Wilcox joins Bankless to argue that privacy is back on the critical path—because AI turns chain surveillance into pattern-recognition at scale—and that the real bottleneck for cypherpunk tools has always been UX and onboarding. We dig into Zcash’s “encrypted Bitcoin” meme, the dev fund’s evolving design (and why it helped Zcash survive), recent ZEC momentum, and the wallet/intents stack that makes pri ...

I strongly believe that poly market is better suited over this next coming year. Um, and I expect them to end with materially higher open interests than KHI. There's a few reasons for this, right.I think the most obvious is that you have FanDuel launching a prediction market in partnership with CME. You have obviously Robin Hood launching in partnership with SIG. You have DraftKings launching a prediction market.So, what's abundantly clear is that if you are a prediction market predominantly servicing sport ...

I'm incredibly bullish on ICOs for a few reasons. [music] I think one, it just gets the community involved, right. And especially if your community is, you know, the users of your product.Um, it could drive, you know, volume, TVL, etc., it's actually very high EV to do an ICO. The bigger challenge is these launchpad or ICO platforms. They're going to have to continue to do a very good job curating exactly which companies they allow to ICO and at what price these things ICO.The reason why Metadow has really ...

One, I'm very bullish on Salana from the perspective of pretty much every founder I meet in consumer. That is where they just default go to build, right. And on the other side of the spectrum, I expect to see like a very strong reversal in Ethereum sentiment.I think we've already begun that with Genius Act, Clarity Act, improvement in REV and TVL, DAT bid, institutional bid. I think everything is just going to go Ethereum's way this year in particular. Bankless Nation, I want to introduce you to Arnov Pagad ...

So the question is what's the probability that Powell [music] gets tossed out still on poly market the probability by the end of March is 4% and the probability by May 14th is 8%. This has not moved all that much. Maybe the market has already priced this in.Actually, David, the best take I read on some of the things happening with Trump, this Fed prosecution, also Venezuela came [music] from Noah Smith this week. You know, economist Noah Smith, he's got a great one. His whole thing was Trump is actually doi ...

Bankless Nation, it's the third week of January. It's time for the Bankless Weekly roll up, the clarity bill. It took front and center.It was in the Senate. It was a big conversation this week. It's probably the most important bill for crypto.I would say, David, even above the Genius Bill, which was much more straightforward, much more simple, but the clarity bill is supposed to do what we hope, which is provide clarity to crypto on what's legal in the US and what's not. There's some horse trading going on ...