The Crypto Beat

Anthony Pompliano and Jeff Park argue that deflation, not inflation, may be Bitcoin’s biggest headwind, challenging the narrative that fueled institutional adoption in 2020. They suggest institutions aren’t trying to exit fiat, but are instead integrating Bitcoin into the legacy system to attract new clients and revenue.

00:00 - Introduction

01:30 - The Independent Investor

05:45 - Institutions & Bitcoin

08:20 - Bitcoin vs Altcoins

12:00 - Biggest Risks to Bitcoin

17:30 - The Weak Dollar Play

22:00 - AI & Occupy AI

28:15 - Favorite Investments

33:00 - Long-Term Outlook

Guest links:

Anthony Pompliano - https://x.com/APompliano
Jeff Park - https://x.com/dgt10011
Kelvin Sparks - https://x.com/imyoungsparks
Tim Copeland - https://x.com/timccopeland

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Anthony Pompliano and Jeff Park argue that deflation, not inflation, may be Bitcoin’s biggest headwind, challenging the narrative that fueled institutional adoption in 2020. They suggest institutions aren’t trying to exit fiat, but are instead integrating Bitcoin into the legacy system to attract new clients and revenue.

00:00 - Introduction

01:30 - The Independent Investor

05:45 - Institutions & Bitcoin

08:20 - Bitcoin vs Altcoins

12:00 - Biggest Risks to Bitcoin

17:30 - The Weak Dollar Play

22:00 - AI & Occupy AI

28:15 - Favorite Investments

33:00 - Long-Term Outlook

Guest links:

Anthony Pompliano - https://x.com/APompliano
Jeff Park - https://x.com/dgt10011
Kelvin Sparks - https://x.com/imyoungsparks
Tim Copeland - https://x.com/timccopeland

---------------------------------------------------------------------------------

Subscribe to The Block's Newsletters!

🚨 Breaking News

👨‍🔬 Expert Analysis

📈 Market Insights

Subscribe now 👉⁠⁠⁠⁠⁠ https://www.theblock.co/newsletters⁠⁠⁠⁠⁠

---------------------------------------------------------------------------------

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The Block's Kelvin Sparks was joined by Solstice Founder Ben Nadareski and BonkX founder Jovan Tisma, who argue stablecoins will become the standard settlement layer within 10 years, compressing bank margins but unlocking DeFi access for retail. They stress the importance preserving permissionless principles while institutionalizing, and believe lifestyle-focused payments—not speculation—will drive mainstream adoption.

00:00 - Introduction

03:00 - Why Crypto Payments

10:00 - The 10-Year Horizon

12:00 - Building on Solana

17:00 - Breaking Into Payments

23:00 - Banks vs Stablecoins

30:00 - Onboarding Retail

34:00 - Lifestyle Banking

38:00 - Where Value Accrues

45:45 - The USX Incident

Guest links:

Solstice - ⁠https://twitter.com/solsticefi

Ben Nadareski - https://twitter.com/ben_solstice

BonkX - ⁠https://twitter.com/BonkX_SOL

Jovan Tisma - ⁠https://twitter.com/tishmica

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Tim Copeland and Kelvin Sparks were joined by Mike Cahill from Pyth and Niklas Kunkel from Chronicle discuss how oracles are transforming from simple price feeds into critical infrastructure for tokenized real-world assets. They explore the explosive growth in tokenized money market funds and CLOs, the shift toward B2B adoption by DeFi protocols rather than retail, and new business models—Pyth's data subscription hit $1M ARR in weeks while Chronicle scaled to $6B in tokenized funds in under a year.

OUTLINE

00:00 - Introduction

Guest links:

Pyth - https://x.com/PythNetwork

Mike Cahill - https://x.com/mdomcahill

Chronicle - https://x.com/ChronicleLabs

Niklas Kunkel - https://x.com/nomos_paradox

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Tim Copeland was joined by Andrew Keys, Co-Founder of The Ether Machine, and Guilherme Gomes, Founder and CEO of OranjeBTC todiscuss the rapid rise of digital asset treasury companies. The conversation explored how these firms aim to outperform crypto ETFs through active management, including staking, DeFi, leverage, and capital markets strategies, while highlighting the risks around execution, premiums to NAV, and long-term sustainability.

OUTLINE

00:00 - Introduction

01:25 - Current State of Digital Asset Treasury Companies

04:28 - DeFi Strategies and Risk Management

09:13 - Why Investors Choose DATs Over ETFs

14:04 - Market Access and Regulatory Considerations

20:52 - Hong Kong Regulator Concerns About Premiums

26:36 - Share Buybacks and Finding Equilibrium

30:47 - Bitcoin vs Ethereum: Different Asset Profiles

34:42 - Market Cap Decline: From $176B to $100B

40:26 - MicroStrategy's Average Buy Price Risk

47:11 - The Flywheel Effect and Selling Scenarios

51:13 - US Insider Trading Probe

52:24 - Niche Token Treasuries and Liquidity Concerns

55:06 - Closing Remarks

Guest links:

Andrew Keys - https://x.com/AK_EtherMachine

The Ether Machine - https://x.com/TheEtherMachine

OranjeBTC - https://x.com/oranjebtc

---------------------------------------------------------------------------------

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In episode 52 of the Crypto Beat, Kelvin Sparks and Tim Copeland were joined by Bybit CEO Ben Zhou to discuss how he bootstrapped a derivatives-focused exchange and grew Bybit into a one-stop crypto platform. Ben also reflects on managing a $1B hack with radical transparency, surviving brutal bear markets, and why he thinks RWAs and on-chain capital markets will be a defining theme going into 2026.

OUTLINE

00:00 - Introduction

Guest links:

Ben Zhou - https://x.com/benbybit

Bybit - https://x.com/Bybit_Official

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In episode 51 of the Crypto Beat, Kelvin Sparks was joined by "Code is Law" co-director James Craig and Wildcat Finance co-founder Lawrence Day discuss the real human, technical, and legal fallout of major DeFi hacks, and the origins and making of the documentary.

OUTLINE

00:00 – Introductions

03:00 – The Hack That Sparked the Film

07:00 – Idealists vs. Pragmatists in Early Crypto

10:00 – Emotion, Trauma, and Recalling Major Hacks

13:00 – Two Lines of Code and the Fragility of Money

18:30 – The Psychological Toll of Exploits

20:50 – Rise of White Hats

23:00 – Law Enforcement’s Blind Spots

24:30 – Internet Culture: Schadenfreude and Chaos

28:00 – The Ogle Interview Story

32:00 – Why Builders Keep Building After Being Hacked

38:00 – Code vs. Law: The New Legal Battleground

Guest links:

James Craig - https://x.com/jamescraig1111

Code is Law - https://x.com/CodeIsLawFilm

Laurence Day - https://x.com/functi0nZer0

Wildcat - https://x.com/wildcatfi

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In episode 50 of the Crypto Beat, Tim Copeland and Kelvin Sparks were joined by The Block's policy reporter Sarah Wynn and Moto Legal founding partner Chris Elias to break down how the Genius and Clarity Acts aim to pull crypto talent and businesses back to the U.S. by finally clarifying SEC/CFTC rules.

OUTLINE

00:00 - Introduction

02:34 - Impact of the Genius Act on Stablecoins

05:10 - The Clarity Act Explained

10:41 - How the Bill Evolved Over Time

16:47 - The Exodus & Return of Crypto Projects

19:13 - How Projects Seek Legal Guidance

23:28 - Political Parties' Impact on the Bill

28:21 - Government Shutdown Impact on Legislation

34:08 - Will the US Become the Crypto Capital?

37:24 - Closing Remarks

The Block Newsletters

The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theblock.co/newsletters⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Guest links:

Chris Elias - https://x.com/itschriselias

Moto Legal - https://www.motolegal.io/

Sarah Wynn - https://x.com/ForTheWynn_

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In episode 49 of the Crypto Beat, Tim Copeland was joined by Gnosis Co-Founder Stefan George, EtherFi CEO Mike Silagadze, and Ready Co-Founder Itamar Lesuisse to break down how cheap L2s, new fiat rails and self-custody are turning high-reward “crypto cards” into full-blown global neobanks that can realistically challenge Revolut, Amex and traditional banks.

OUTLINE

00:00 - Introduction

The Block Newsletters

The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theblock.co/newsletters⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Guest links:

Stefan George - https://x.com/StefanDGeorge

Gnosis - https://x.com/gnosis_

Mike Silagadze - https://x.com/MikeSilagadze

EtherFi - https://x.com/ether_fi

Itamar Lesuisse - https://x.com/itamarl

Ready - https://x.com/ready_co

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In this episode of the Crypto Beat, Tim and Kelvin were joined by SharpLink Co-CEO Joseph Chalom and Consensys Founder and CEO Joseph Lubin to discuss the rise of Ethereum-focused treasury companies, how Sharplink is accumulating ETH, and why they see Ethereum entering a multi-decade growth phase.

OUTLINE

00:00 - Introduction

02:29 - Building Ethereum

04:36 - Why Sharplink

08:10 - Buying ETH

11:19 - NAV & Buybacks

14:34 - Treasury Companies

18:43 - ETH Accumulation Limits

20:10 - Ethereum-First Strategy

20:47 - Next for Treasuries

25:02 - TradFi → DeFi

26:30 - Linea Launch

33:48 - Community Models

36:05 - MetaMask Token?

40:56 - Ethereum’s Future

The Block Newsletters

The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠theblock.co/newsletters⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Guest links:

Joseph Chalom - https://x.com/joechalom

Sharplink - https://x.com/SharpLink

Consensys - https://x.com/Consensys

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