Bullish on Bitcoin Show

In this episode of Bullish on Bitcoin Show, Alexei is joined by Dominik Harz — co-founder and CTO of BOB, and the mastermind behind Pakt, BOB's newly launched guardrails product for AI trading agents. Dom brings a rare combination of backgrounds: a PhD in multi-agent systems and AI, years of Bitcoin bridging research, and hands-on experience building BOB Gateway into one of the most advanced Bitcoin trading engines in DeFi.

This episode tackles the most important emerging question in crypto: as AI agents increasingly manage financial decisions, who watches the agent? From the horror stories of agents gone rogue, to the fundamental limitations of LLMs as financial decision-makers, to a live demo of Pakt refusing bad trades on Hyperliquid mainnet in real time — this is the most technically grounded and candid conversation on agentic finance safety you'll find in the space.

Full episode including the demo can be found on YouTube.
Try Pakt yourself: https://usepakt.ai/

In this episode of Bullish on Bitcoin from 2025, Alexei sits down with Nic Puckrin, CEO and co-founder of Coin Bureau — the largest crypto-native YouTube channel in the world, with a mission to drive mass adoption through education. Nic brings an outsider-yet-expert perspective on where Bitcoin DeFi stands today and what it will take to unlock the next wave of adoption.

From the rare macro convergence that makes 2025 Bitcoin DeFi's breakout moment, to the regulatory sea change under the new SEC, to bold predictions on TVL, sovereign accumulation, and whether Bitcoin maxis will ever embrace DeFi — this is a wide-ranging and candid conversation on the Bitcoin renaissance and where it goes from here.

In this episode of Bullish on Bitcoin from 2025, Alexei sits down with Seraphim — formerly Head of Growth at Ethena, Growth at Lido, and a key contributor at Euler — and now an advisor to BOB on DeFi strategy. With a front-row seat to three of the most consequential DeFi protocols of this cycle, Seraphim brings an Ethereum-native perspective on why Bitcoin DeFi is the most compelling untapped opportunity in crypto today.

Recorded on Bitcoin Pizza Day at a new all-time high, this episode covers the real lessons from Ethena and Lido applied to Bitcoin, the honest truth about sustainable yield sources on Bitcoin, why tokenised hash rate never took off, and why the institutional demand for Bitcoin yield is far larger than most people realise — it's just been waiting for the right infrastructure to exist.

In this episode of Bullish on Bitcoin from 2025, Alexei sits down with Mr. Block — one of the most OG figures in Asian DeFi, core member at Curve and Puffer, and the man who has spent years bridging the East and West crypto communities. With roots going back to Bitcoin in 2012 and DeFi since the earliest days of Synthetix, THORChain, and Curve, Mr. Block brings a rare perspective that spans deep DeFi history and on-the-ground insight into Asia's crypto ecosystem.

From why Bitcoin DeFi is gaining traction now and how it compares to Ethereum's DeFi Summer, to the East vs West adoption split, to the spicy question of whether Bitcoin in DeFi will ever flip Bitcoin ETFs — this episode covers the full arc of where Bitcoin's financial future is heading and why BOB's hybrid L2 approach might be the key to unlocking it.

In this episode of Bullish on Bitcoin Show, Alexei is joined by two heavyweights from Anchorage Digital — Nathan McCauley, CEO and co-founder, and David Lawant, Head of Research. Anchorage is the first federally chartered crypto bank in the US and the institutional custodian of choice for some of the largest Bitcoin holders in the world, making this conversation an unparalleled window into what institutions are actually doing with their Bitcoin right now.

From the lessons learned building the first regulated crypto bank, to the stunning 10x growth in Bitcoin options markets since the ETF launch, to the most exotic client requests Anchorage has ever received (Bitcoin as collateral on perp DEXes), to the philosophical debate on self-custody vs. institutional custody in a post-Coldcard world — this episode covers the full arc of where institutional Bitcoin is heading, and what agentic finance means for the next chapter.

In this episode of Bullish on Bitcoin Show, Alexei sits down with Vaibhav Chellani, co-founder of Socket and Bungee — one of the most critical cross-chain routing protocols in crypto, used by Coinbase Wallet and dozens of other leading apps and wallets. With a background spanning early Polygon, ZK roll-ups at the Ethereum Foundation, and $30B+ in cross-chain volume at Socket, Vaibhav brings an unusually deep perspective on where the multi-chain story actually ends up.

The conversation covers the philosophical shift from cross-chain to chain abstraction, the competitive dynamics of the bridge aggregator landscape, why the infra era of crypto may be winding down and the app era is just getting started, and how Bitcoin is finally getting the DeFi rails it deserved — all through the lens of someone who has been building interoperability infrastructure since before most people knew what an L2 was.

In this episode of Bullish on Bitcoin Show, Alexei sits down with Sergej Kunz, co-founder of 1inch — one of the most widely used DeFi aggregators in crypto, processing billions in trading volume across dozens of chains. From building Ethereum mining rigs in 2016, to live-streaming smart contract security audits on YouTube, to inventing intent-based trading at a hackathon in 2019, Sergej's journey is a masterclass in building from first principles.

This episode gets deep into the mechanics of how modern DeFi trading actually works — intents, Dutch auctions, MEV and sandwich attacks, cross-chain atomicity, and why most users still don't get the protection they deserve. Sergej also pulls back the curtain on 1inch Aqua, the protocol's most ambitious product yet: a full DEX replacement that turns your wallet into a liquidity venue, and what it means for LPs, market makers, and agentic trading.

In this episode of Bullish on Bitcoin Show, Alexei sits down with Nadia Song from BiT Global (WBTC) — the asset that first brought Bitcoin to DeFi back in 2019 and has remained the dominant Bitcoin wrapper ever since, underpinning Aave, Morpho, MakerDAO, Uniswap, and hundreds of other protocols.

From the inside story of how WBTC went from a few hundred BTC to 20,000 in one DeFi Summer, to the honest answer on why institutional custody won the trust debate, to a candid breakdown of the Bitcoin wrapper landscape (WBTC vs cbBTC vs LBTC vs TBTC) — this is the definitive episode on the asset that made Bitcoin useful in DeFi, and where it goes from here.

In this episode of Bullish on Bitcoin, Alexei is joined by Thlither, DeFi Lead at LayerZero — the cross-chain messaging protocol powering some of the biggest omnichain assets in crypto, including USDT0 and WBTC. With a PhD background in the theory of cross-chain bridging and four years of hands-on DeFi experience, Thlither brings a uniquely rigorous perspective to the biggest questions in interoperability.

From the fundamental impossibility of trustless cross-chain communication and what that means in practice, to how institutions are framing DeFi vaults as "on-chain strategies," to the surprising data showing BTC-to-WBTC is the third most traded pair on BOB Gateway — this is a deep and wide-ranging episode on where cross-chain finance is heading in 2026 and beyond.

In this episode of Bullish on Bitcoin, Alexei sits down with Lorenzo, co-founder of USDT0 — the fastest-growing stablecoin interoperability platform in crypto history, hitting $100 billion in transfer volume in just 525 days. A self-described gold bug and Bitcoin maxi, Lorenzo brings a rare perspective that spans DeFi-native infrastructure building, Tether product development, and a deeply held conviction in hard money.

From the mechanics of how USDT0 works and who is actually using it (hint: it's not just whales), to the three-way stablecoin war between Tether, Circle, and the new OpenUSD consortium, to a frank discussion on gold vs Bitcoin as a store of value and why censorship resistance is Bitcoin's ultimate superpower — this is one of the more wide-ranging and candid episodes of the show.