BlackRock’s Head of Crypto Robbie Mitchnick joins Ryan to unpack how institutions are actually allocating (and why correlation to “digital gold” matters), what the ETF data says about demand for BTC and ETH, and why the October leverage flush didn’t dent long-term adoption.

We dig into BlackRock’s tokenization roadmap, from the BUIDL-style tokenized money market funds and the Genius Act angle to the stablecoin flywheel, plus what’s still missing: secondary liquidity and pragmatic regulatory clarity.

Robbie lays out a realistic 24–36 month path, a 2026 “show-me” phase for real utility, and candid advice for allocators on sizing and asset selection.

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💠BIT DIGITAL ($BTBT) | ETH TREASURY 

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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS

0:00 Is It Over?

11:54 Institutional Response to Liquidations

13:57 Bitcoin vs Gold

16:36 Bitcoin’s IPO Moment?

19:29 Next Catalyst

24:23 Institutional Growth

26:41 Central Bank Adoption

28:25 BlackRock ETFs

30:21 Ethereum ETFs

32:38 Tokenization Roadmap

35:33 GENIUS-Aligned Money Market Fund

38:08 Progress in Tokenization

43:04 Regulatory Clarity

46:30 Bull Case for Tokenization

48:08 Is Wall Street Convinced?

49:59 Bear Case for Tokenization

52:01 Restructuring Banks

54:16 How Many Stablecoins?

55:10 1-Year Goals

57:37 Advice to Institutional Investors

59:47 Closing & Disclaimers

------
RESOURCES

Robbie Mitchnick

https://x.com/robbiemitchnick 

Blackrock Digital Assets

https://www.blackrock.com/us/financial-professionals/investments/products/bitcoin-investing 

“Bitcoin’s Silent IPO”

https://finance.yahoo.com/news/bitcoins-silent-ipo-analyst-addresses-144047837.html 

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Is the crypto bull market really over, or just pausing while AI takes the spotlight? On this week’s Weekly Rollup, Ryan and guest co-host Haseeb break down Bitcoin’s 10/10 crash, hidden leverage, and the “Bitcoin silent IPO” thesis. They also cover the $128M Balancer hack, DeFi’s decentralization debate, L2 vanity metrics, Brian Armstrong’s prediction market stunt, and why Peter Thiel says Bitcoin’s becoming a BlackRock coin.


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🛞MANTLE | MODULAR L2 NETWORK

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💠BIT DIGITAL ($BTBT) | ETH TREASURY 

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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS & RESOURCES

0:00 Intro

2:14 Markets

https://x.com/intocryptoverse/status/1985771197460558099

https://x.com/ColinTCrypto/status/1985781111713390894

https://www.cnbc.com/2025/11/03/stock-market-today-live-updates.html

https://edition.cnn.com/2025/11/05/business/nvidia-palantir-michael-burry-stock

https://www.nbcnews.com/politics/politics-news/35-days-government-shutdown-record-longest-history-election-day-rcna241576

https://polymarket.com/event/when-will-the-government-shutdown-end-545?tid=1762452064029

https://x.com/KobeissiLetter/status/1985791658689024101

https://visserlabs.substack.com/p/bitcoins-silent-ipo-why-this-consolidation

https://x.com/StreamDefi/status/1985556360507822093

https://x.com/AzFlin/status/1985496697255170279

https://x.com/deepcryptodive/status/1985693763121889722

https://x.com/deepcryptodive/status/1986047552135835855

https://x.com/DefiIgnas/status/1984947279942611123

https://x.com/seanlippel/status/1984013993111888013

https://x.com/DTAPCAP/status/1985733571097567457

30:46 Balancer hacked for $128M - biggest DeFi hack all year, OG protocol

https://x.com/Balancer/status/1985390307245244573

https://x.com/Balancer/status/1986104426667401241

https://x.com/hasufl/status/1985284234064408997

https://x.com/suhailkakar/status/1985331523646615664

https://x.com/peckshieldalert/status/1985281156259201044

https://x.com/berachain/status/1985288599152042101

https://x.com/hosseeb/status/1985394967712510295

https://x.com/RyanSAdams/status/1985707754636345619

44:57 Did Brian Armston manipulate a CFTC regulated market?

https://x.com/0xTyrael/status/1984023540111437882

https://x.com/brian_armstrong/status/1984048706220609998

https://x.com/hasufl/status/1984253822898962867

https://x.com/adamscochran/status/1984077017738801420

https://x.com/kylascan/status/1984304278882877849

https://x.com/jdorman81/status/1984284538210779428

https://x.com/VitalikButerin/status/1984254951141593470

https://x.com/probaaron/status/1984039423412203558

https://x.com/hosseeb/status/1986496773737881907

53:22 Ethereum L2s scaling & RWAs

https://www.growthepie.com/ethereum-ecosystem/metrics

https://x.com/RyanSAdams/status/1986440364014620943

https://stokes.io/blob-scaling-fyi/

https://x.com/tomwanhh/status/1983657507940893158

https://app.rwa.xyz/

57:24 Is BlackRock bullish or bearish for crypto?

https://x.com/WhaleInsider/status/1983924685382295782 

https://x.com/0xMert_/status/1985071565042749663

1:05:33 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures 

Payment chains are heating up. Not every “stablecoin chain” is playing the same game.
Codex cofounder and CEO Haonan Li joins David to map the real landscape: what neutrality looks like in practice, why the bottleneck isn’t TPS but fiat-to-stable friction, and how on-chain FX could pull global flows.
We dig into the Bear-Chain incentive trap. Why Codex chose to build as an Ethereum L2. The case for app-specific rollups that return value to ETH. And the growing split between projects that bundle value toward Ethereum and those that pull it away.

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🛞MANTLE | MODULAR L2 NETWORK
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💤EIGHT SLEEP | IMPROVE YOUR SLEEP
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💠BIT DIGITAL ($BTBT) | ETH TREASURY
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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

---
TIMESTAMPS

0:00 Intro
1:10 Codex’s Market Positioning
2:24 How Stablecoin Chains Differ
4:55 Neutrality For Chains And Customers
8:11 Codex’s Focus: Fiat Friction & Wholesale FX
14:16 The Golden Goose: On-Chain Transfers Vs On-Ramps
17:49 Liquidity, Demand, Exotics: The Case For On-Chain FX
24:55 Why An Ethereum L2: Technical & Economic Rationale
32:50 Founding Codex, Contrarian Thesis & Focused L2s
40:23 Community Dynamics, Tempo, Bundlers Vs Unbundlers
1:00:16 Closing Thoughts

---
RESOURCES

Haonan Li
https://x.com/haonan

Codex
https://www.codex.xyz/

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Micropayments were always meant to be part of the internet, but the technology never existed to make them work.

Until now. David sits down with Sam Ragsdale, CEO of Merit Systems, to unpack x402, a new protocol reviving the long-dormant “Payment Required” status code to enable crypto-powered microtransactions across the web.

They explore how x402 could transform how machines, AI agents, and humans pay for internet resources, reshape online business models beyond ads, and unlock a new economy of autonomous agents and programmable commerce.

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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💠BIT DIGITAL ($BTBT) | ETH TREASURY 

https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS

0:00 Intro

0:10 What is x402?

6:19 Internet Micropayments

9:45 x402 Encryption

12:10 x402 Inception

15:20 How x402 Transactions Work

27:02 x402 Experiments

39:46 Paywalls

43:53 A New Internet?

47:12 Call to Builders

49:21 Merit Systems

53:56 Resources

55:36 Closing & Disclaimers

------
RESOURCES

Sam Ragsdale

https://x.com/samrags_ 

Merit Systems

https://www.merit.systems/ 

x402scan

https://www.x402scan.com/ 

Coinbase x402

https://www.coinbase.com/en-pt/developer-platform/products/x402 

Stratechery - The Agentic Web and Original Sin
https://stratechery.com/2025/the-agentic-web-and-original-sin/ 

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Land isn’t just dirt under buildings—it’s the world’s oldest, strangest asset, worth an estimated $180T, quietly steering credit cycles, politics, and who gets to build the future. Economist editor and Money Talks host Mike Bird joins us to decode the “land trap”: why superstar cities underbuild, how mortgages turned banks into land-collateral machines, and what Japan’s 1980s super-bubble can (and can’t) teach us about China’s managed deflation today. We trace ownership from Babylonian stone ledgers to modern cadastres, ask whether America ever ran a de facto “land standard,” and explore pragmatic exits: build where demand is, deepen capital markets so homes aren’t the only savings vehicle, and tax land value uplift to fund infrastructure.

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We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

---
TIMESTAMPS

0:00 Why Housing Is Unaffordable
4:20 Demand, Supply & Social Spillovers Of Housing Costs
10:31 Land As Collateral, Money & Banking
16:29 Henry George, Georgism & Early Land Reform Politics
22:22 Monopoly, Georgism’s Decline & Why Reform Faded
29:45 Policy Dilemmas: Homeownership, Infrastructure & Land-Value Capture
32:38 Land’s Scale, Uniqueness & Three Attributes
43:27 Origins Of Property Records & Cadastral Systems
49:45 Dead Capital: Hernando De Soto & Formal Property Rights
54:35 Land-Backed Money Experiments & Early U.S. Land Banks
1:00:32 Japan’s 1980s Land Boom & Aftermath
1:18:19 China’s Land Model, Three Red Lines & Unfinished Adjustment
1:26:43 Summary: Land Traps & Policy Levers
1:35:09 Lightning Round, Takeaways & Outro

---
RESOURCES

Mike Bird
https://x.com/Birdyword

Mike Bird’s “The Land Trap”
https://www.penguinrandomhouse.com/books/753001/the-land-trap-by-mike-bird/

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Luke Gromen makes the case that “debasement” isn’t a trade, it’s the new regime.

We unpack why assets look strong in dollars yet stagnate in gold/Bitcoin terms, the global reserves shift back toward gold, how a U.S. gold reprice to $10k–$20k could fund a balance-sheet reset, the risks of “paper gold,” Bitcoin’s potential catch-up (and a possible East=gold, West=BTC split), AI as an accelerant, and a pragmatic portfolio framework for navigating a 100-year reset.

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💤EIGHT SLEEP | IMPROVE YOUR SLEEP

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💠BIT DIGITAL ($BTBT) | ETH TREASURY 

https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS

0:00 Intro

4:15 How Long is The Trade?

11:23 Gold vs Treasury Reserves

19:34 Gold All Time Highs

23:17 Gold Buying Pressure

29:08 Back to The Gold Standard?

37:37 The Transition

43:10 Central Bank Gold Accumulation

49:20 Gold Demonetization

57:00 Types of Gold

1:05:17 Gold vs Bitcoin

1:10:06 The Future of Bitcoin

1:16:19 4-Year Cycles

1:19:02 Tokenized Gold

1:24:19 100 Year Reset Portfolio

1:28:25 Closing & Disclaimers

------
RESOURCES

Luke Gromen

https://x.com/LukeGromen 

"The Debasement Trade"
https://x.com/LukeGromen/status/1974184554782220583

FFTT, LLC

https://fftt-llc.com/ 

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠

Markets got the treat they were waiting for with a Fed rate cut and pause on quantitative tightening, but prices still fell. Why? This week, Ryan and David break down why the markets got spooked, what Powell really said about December cuts, and what it means heading into November. We also cover MegaETH’s oversubscribed ICO, Monad’s airdrop, Polymarket’s confirmed token, and JP Morgan’s $34B Base token estimate. Plus Solana’s new ETF, Western Union’s stablecoin, Circle’s controversial L1 launch, the X402 payment boom, and the latest on Consensys and Securitize IPOs.

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🛞MANTLE | MODULAR L2 NETWORK

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🌳KGEN | REQUEST A DEMO 

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💠BIT DIGITAL ($BTBT) | ETH TREASURY 

https://bankless.cc/bit-digital

We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS & RESOURCES

0:00 Intro

5:03 Markets

https://www.tradingview.com/chart/1RYLG2gC/

https://www.tradingview.com/chart/1RYLG2gC/

https://x.com/fundstrat/status/198307855327420049

https://x.com/KobeissiLetter/status/1983595486259950049

https://polymarket.com/event/fed-decision-in-december?tid=1761832318180

https://x.com/KobeissiLetter/status/1983613170691535094

https://x.com/KobeissiLetter/status/1983606477479899214

https://x.com/TKL_Adam/status/1983560866436927875

https://x.com/KobeissiLetter/status/1983855569996861631

https://www.coindesk.com/markets/2025/10/28/solana-etfs-could-draw-over-usd3b-if-bitcoin-ether-etf-trends-repeat

https://x.com/ETHZilla_ETHZ/status/1982901255782445420

https://www.strategicethreserve.xyz/

30:32 3 of the most exciting tokens this year & new valuations! It’s token launch season!

https://x.com/megaeth/status/1983188518756339906

https://x.com/TrustlessState/status/1982831157491184073

https://x.com/megaeth/status/1982502453515071847

https://x.com/kunalgoel/status/1983304334835077425

https://x.com/0xd1namit/status/1981661321101009388

https://claim.monad.xyz/

https://app.hyperliquid.xyz/trade/MON

https://app.hyperliquid.xyz/trade/MEGA

https://www.theblock.co/post/376134/coinbases-base-token-could-be-worth-34-billion-jpmorgan-says

44:36 Circle’s Arc EVM L1 goes to public testnet - RSA triggered

https://www.arc.network/blog/circle-launches-arc-public-testnet

47:00 x402 gets its first signs of traction - 200,000% growth week over week

https://www.x402scan.com/

https://dune.com/programmer/x402

52:27 Trump names Michael Selig to chair CFTC

https://x.com/CoinMarketCap/status/1983262571277762907

https://www.youtube.com/watch?v=fPdqwebmJzE

https://x.com/davidsacks47/status/1982009725110600145

https://x.com/cdixon/status/1981834098932167131

53:41 Trump Media is about to launch a prediction market

https://www.bloomberg.com/news/articles/2025-10-28/trump-media-plans-to-enter-booming-prediction-markets-business

https://x.com/WatcherGuru/status/1982976302803234955

56:46 Western Union is building exclusively on Solana 

https://x.com/solana/status/1983215174883430839

https://x.com/DegenerateNews/status/1983265904348803569

https://x.com/camillionaire_m/status/1983506060343185571

https://x.com/0xMert_/status/1983517171234861273

https://x.com/calilyliu/status/1983386544271704528

https://x.com/vibhu/status/1983568810360643945

1:03:21 3 themes this cycle: Acquisitions, Banks, IPO

https://aave.com/blog/stable-acquire

https://x.com/farcaster_xyz/status/1981398124242620852

https://www.wsj.com/finance/regulation/zelle-stablecoin-cryptocurrency-7ef515e7

https://www.coinbase.com/blog/coinbase-and-citi-collaborate-to-build-the-future-of-payments

https://x.com/brian_armstrong/status/1982850023718105337

https://www.prnewswire.com/news-releases/securitize-the-leading-tokenization-platform-to-become-a-public-company-at-1-25b-valuation-via-business-combination-with-cantor-equity-partners-ii-302596208.html

https://app.rwa.xyz/platforms

https://www.theblock.co/post/376845/metamask-parent-consensys-pursues-ipo-jpmorgan-goldman-axios

1:09:55 Closing & Disclaimers

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Neobanks might be the quiet coordination hack that makes Visa optional. David sits down with Frax’s Sam Kazemian to map the new payment stack: why cards today settle over Visa yet still onboard users into stablecoins, how Frax USD (payments) pairs with sFRAX USD (savings), and why Ethereum remains the “savings/issuance” base while specialized payment chains battle for flows. Sam unpacks Frax’s white-label issuance strategy and RWA plumbing, shares an institutional DD story that highlights reliability over hype, and lays out the metrics that actually matter—card acceptance, bank deposits, chain coverage, and real-world spend. If you’re tracking how stablecoins, neobanks, and RWAs converge into an on-chain economy, this one connects the pipes.

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🛞MANTLE | MODULAR L2 NETWORK
https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO
https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY
https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

---
TIMESTAMPS

0:00 Intro
0:54 What Is a Neobank
2:45 Crypto Neobanks & Frax’s Two-Coin Model
5:28 Strategy: Be the Pipes, Not the Card
14:48 Design: RWAs On-Chain & Compliance Surface
18:16 Cards Today, Native Pay Tomorrow
28:52 The Standards Fight
33:30 Institutional Proof Point & Growth Curve
40:28 Closed-Loop On-Chain Economy
55:36 What to Track Next

---
RESOURCES

Sam Kazemian
https://x.com/samkazemian

---
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

NBA Star Tristan Thompson and Coinbase CLO Paul Grewal break down why pro athletes are moving into Bitcoin, crypto, and onchain prediction markets.

We cover stablecoin rewards after the Genius Act, Coinbase’s fight to preserve consumer yield and staking, the CFTC vs. state path for prediction markets, and Tristan’s new onchain app, basketball.fun.

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🛞MANTLE | MODULAR L2 NETWORK

https://bankless.cc/Mantle

🌳KGEN | REQUEST A DEMO 

https://bankless.cc/KGEN-podcast

💠BIT DIGITAL ($BTBT) | ETH TREASURY 

https://bankless.cc/bit-digital
We’re being compensated by Bit Digital (NASDAQ BTBT) for this segment promoting their company and BTBT. The compensation is paid in cash as a one time payment. You can find additional information about Bit Digital and BTBT on their Investor page at https://bit-digital.com/investors

------

TIMESTAMPS

0:00 Intro

0:54 An Athlete & a Lawyer?

2:47 Athletes Love Crypto

8:19 Bitcoin & Trust

15:16 Stablecoin Yields

18:41 Crypto vs Banks

21:34 Tristan’s Crypto Interests

26:58 Crypto’s UX

35:48 Prediction Markets

43:58 Prediction Market Regulation

48:41 Anti-Crypto Democrats

51:00 Basketball.fun

56:00 Gary Gensler’s Deleted Texts

1:00:25 Closing & Disclaimers

------
RESOURCES

Tristan Paul

https://x.com/RealTristan13 

Paul Grewal

https://x.com/iampaulgrewal 

Basketball.fun

https://www.basketball.fun/

------

Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠ 

Downtober drags on… but not all is bearish. On this week’s Weekly Rollup, Ryan and David break down why sentiment feels cold despite strong BTC, and the three ways this cycle could play out. Plus, gold is ripping! Can crypto catch up?

We also cover Dankrad’s jump to Tempo, Coinbase’s Echo deal, Polymarket’s NHL play, the Fed’s potential FedWire opening, and the AI trading showdown.


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TIMESTAMPS & RESOURCES

0:00 Intro

4:00 Markets

https://x.com/QuintenFrancois/status/1980893883161882974

https://x.com/VentureCoinist/status/1979622508732276761

https://x.com/QuintenFrancois/status/1980935843763150926

https://x.com/cryptogucci/status/1981367758278578590

https://x.com/qthomp/status/1981040936890081390

https://x.com/qthomp/status/1981044811894550678

https://x.com/FinFreedom414/status/1980614441315033342

https://x.com/VentureCoinist/status/1979622508732276761

https://x.com/JasonYanowitz/status/1980620067315282091

https://x.com/Barchart/status/1979149096700031112

https://x.com/Barchart/status/1981195191110574116

https://x.com/KobeissiLetter/status/1980994433849135340

https://x.com/KobeissiLetter/status/1980994455328149603

https://x.com/elerianm/status/1976244432317096373

https://www.visualcapitalist.com/central-banks-now-hold-more-gold-than-u-s-treasuries/

https://x.com/charliebilello/status/1979553653393383654

https://x.com/KobeissiLetter/status/1979563634805133590

https://x.com/charliebilello/status/1979542689977667913

https://x.com/BTC_Archive/status/1980614921357283448

25:04 Trump Pardons CZ

https://x.com/WSJ/status/1981377689270231336

https://www.wsj.com/finance/currencies/trump-pardons-convicted-binance-founder-7509bd63?mod=hp_lead_pos2

https://x.com/cz_binance/status/1981404850832494666

30:19 Dankrad is moving to Tempo

https://x.com/dankrad/status/1979133618254405775

https://x.com/AggrNews/status/1979220336680833433

https://x.com/TrustlessState/status/1979900912903586286

https://x.com/EffortCapital/status/1979158689605882109

https://x.com/ethereumJoseph/status/1980279130638672175

39:04 The Fight for Bitcoin’s Soul - Neutral blockspace or Bitcoin only

https://x.com/BitMEXResearch/status/1978545931600511157

https://www.bankless.com/read/bitcoins-nft-schism-is-intensifying

https://x.com/VitalikButerin/status/1978643578328137883

https://x.com/RyanSAdams/status/1979188770747408728

48:25 Coinbase bought Cobie’s Echo

https://x.com/cobie/status/1980579379244855384

https://x.com/A_Leutenegger/status/1980589269891837972

https://x.com/TheEylon/status/1981405829010956687

https://x.com/CryptoKaleo/status/1980385803630227570

https://x.com/brian_armstrong/status/1981410026746261971

53:41 Polymarket announces they’re the Official Prediction Market for the NHL

https://x.com/shayne_coplan/status/1981016949309239616

https://x.com/Kalshi/status/1980976183241240858

https://x.com/TrustlessState/status/1981024439887151337

https://x.com/zoomerfied/status/1981010074093969831

56:57 OpenSea wants to become “trade everything” app

https://x.com/dfinzer/status/1979200646763929835

58:45 FED is going to give crypto companies direct access to its Fedwire 

https://www.theblock.co/post/375513/waller-signals-feds-shift-toward-embracing-crypto-proposes-skinny-master-account-for-payment-innovators

https://x.com/CoinDesk/status/1980728462022529203 

https://polymarket.com/event/who-will-trump-nominate-as-fed-chair?tid=1761236821603

https://www.therage.co/us-btc-forfeiture/

https://x.com/francispouliot_/status/1978129578754191580

1:04:04 AI models entered a trading competition

https://x.com/jay_azhang/status/1979312946154033227

https://nof1.ai/

https://nof1.ai/leaderboard

https://www.youtube.com/watch?v=fijrhqJ88Sc&t=457s

1:06:30 RSA excited about AI - give your AI a wallet to spend with x402

https://x.com/CoinbaseDev/status/1981064709555310825

https://nexus.thirdweb.com/

https://x.com/RyanSAdams/status/1980985187484758401

1:08:33 Closing & Disclaimers

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures⁠