VERIFIED by Bitcoin Suisse

In this episode, our Head Research Dominic Weibel is joined by crypto protocol expert Wolfgang Vitale and newly-joined senior research associate Filippo Franchini for a dense companion to the bimonthly Industry Roll-Up. 

They unpack June's record $4.5B in US spot ETF outflows alongside a ~20% Bitcoin drawdown, why Strategy's dividend-funded sale of over 3,000 BTC triggered a relief rally rather than a real dump, and Hyperliquid's outlier month of positive flows. From there the conversation turns tactical: a bottom-indicator framework, a potential October cycle low, and a deep dive into Ethereum's roadmap toward what Vitalik Buterin is now calling Ethereum 3.0.

In 2008, before the genesis block existed, Satoshi Nakamoto emailed Adam Back the Bitcoin whitepaper - the same paper that cites Back's Hashcash as a building block for proof-of-work.Today Adam Back is co-founder and CEO of Blockstream and CEO of Bitcoin Standard Treasury Company (BSTR). He joins Bitcoin Suisse to trace Bitcoin's arc from a cypherpunk experiment to a reserve asset that sovereigns and institutions now compete for - and to confront the debate that could define its next decade: the race to make Bitcoin quantum-secure.

Is quantum computing Bitcoin's biggest hidden risk - and is anyone actually solving it? In this episode, Dominic Weibel and Luca Gnos sit down with Charles Edwards, founder of Capriole Investments, to break down how geopolitics, macro conditions, and quantum risk are shaping Bitcoin's next move. Edwards shares his onchain valuation tools pointing to a ~43% discount from fair value, explains why institutions now dominate Bitcoin's demand structure, and makes the case that quantum risk is already suppressing price - with a potential major repricing on the horizon within 12–24 months.

Every time crypto has failed, it came back bigger. Charles Hoskinson — co-founder of Ethereum and founder of Cardano — joins Dominic Weibel and Wolfgang Vitale on Verified to break down why 2025's underperformance may actually be setting up for crypto's biggest leap yet. From inconsistent U.S. policy and ETF ring-fencing to retail losses from structured-product speculation, the divergence was real but so is the setup.

The conversation goes deep: institutional capture vs. the cypherpunk ethos, custodial apps winning users by default, Bitcoin's quantum vulnerability and DARPA timelines, the tokenomics that could drive the next adoption cycle, AI-driven job displacement, and why onchain governance is no longer optional. This is the conversation most people in crypto aren't having.

In this latest episode, hosts Wolfgang Vitale and Marco Mariani sit down with Arnaud Schenk, co-founder of Aztec. The conversation centers on a bold claim: Ethereum hasn't yet achieved product-market fit, primarily due to the lack of privacy in transactions. Arnaud introduces Aztec as a groundbreaking solution that brings privacy and programmability to Ethereum through advanced cryptographic methods like Zero-Knowledge proofs and multiparty computation. 

The discussion traces Aztec's journey since 2017, exploring the technical hurdles they've overcome and the strategic thinking behind their recent $60 million token sale, which featured innovative identity verification via ZK Passport. Arnaud shares his vision for blockchain's future role in global finance, emphasizing that decentralized governance and privacy are essential for meaningful adoption, ultimately aiming for blockchain to power 30-40% of global economic activity. 

In this episode of the Verified Podcast by Bitcoin Suisse, Dominic Weibel sits down with investment strategist Denis Oevermann, crypto market analyst Luca Gnos, and junior portfolio manager Mateo Sansonetti to dissect crypto's performance in 2025 and share their predictions for 2026. 
 
The discussion examines why 2025 was a year where crypto overdelivered on fundamentals but underdelivered on price. The panel explores new regulatory frameworks, the pro-crypto stance of the U.S. administration, and the disjointed performance between Bitcoin and altcoins. They analyze the explosive growth of options trading, the rise of prediction markets, and how macroeconomic factors and institutional flows will shape 2026. 
 
The conversation also tackles AI's market influence, the potential for Federal Reserve rate cuts, retail sentiment versus institutional positioning, and price predictions for Bitcoin and Ethereum heading into the new year.

In this episode of the Verified Podcast by Bitcoin Suisse, hosts Dominic Weibel and Denis Oevermann explore the transformation of tokenization from experimental pilots to real-world production with Daniel Coheur, Global Head of Digital Assets and Fund Distribution at Apex Group. 

The discussion examines tokenization's impact on fund distribution, the evolution of blockchain integration in traditional finance, and the regulatory landscape for stablecoins across jurisdictions. Daniel shares insights on how intermediaries are adapting, the challenges of achieving scale and efficiency, and the critical role of regulatory clarity and technological standards in shaping the future of digital finance. 

In this episode of the VERIFIED Podcast by Bitcoin Suisse, hosts Dominic and Luca are joined by Kyle Samani, Managing Partner at Multicoin Capital and Chairman of Forward Industry. The discussion covers the recent market crash, the resilient performance of DeFi systems, and the ongoing shift from CeFi to DeFi. 

Kyle also shares his perspective on Solana’s upcoming improvements, its potential to challenge Ethereum Layer 2s, and the future of scalable blockchains. In addition, he provides insights into the thriving gold market, fiat debasement, and the evolution of financial cycles. This episode offers valuable perspectives on current events and future trends shaping the crypto landscape. 

In this episode of Uncut Gems, host Dominic Weibel sits down with John Linden, CEO of Mythical Games, to explore how Web3 is transforming gaming beyond the hype and broken promises of early blockchain games.

While most Web3 gaming projects struggled with empty lobbies and broken tokenomics, Mythical Games has taken a different approach - prioritizing gameplay first and blockchain integration second. Their roster includes successful titles like NFL Rivals, FIFA Rivals, and the recently launched Pudgy Party, which are hitting millions of downloads while seamlessly integrating blockchain technology.

The conversation covers Mythical's gaming-first philosophy, their innovative Quick Trade feature that enables cashless multi-party transactions, and how they're monetizing previously untapped global markets. John discusses the technical decisions behind building on Polkadot, the future of the MYTH token, and why ecosystem tokens outperform single-game tokens.

Podcast Highlights

0:00 Introduction to Web3 Gaming

02:40 Challenges in the Gaming Industry

05:23 The Promise of Web3 in Gaming

09:09 Mythical Games' Approach and Success

13:43 The Future of Web3 Gaming

19:55 User Adoption and Onboarding

27:12 Cultural Resonance vs. Speculation

30:00 Innovations in Gaming: Year One and Two

30:06 Introducing Quick Trade: A Game Changer

32:19 The Power of Web3 in Gaming

33:01 Monetizing Global Markets

34:22 Challenges and Future of Quick Trade

38:11 Tokenomics and Mythical's Strategy

46:47 Tech Stack Choices: Why Polkadot?

52:22 Rapid Fire Questions

56:02 Conclusion and Final Thoughts

Host

Dominic Weibel, Head of Research at Bitcoin Suisse

Guest

John Linden, CEO of Mythical Games

Watch

YouTube: https://youtu.be/48_DgFMCDtA

Web Links

Mythical Games: ⁠https://mythicalgames.com/⁠Bitcoin Suisse: ⁠https://www.bitcoinsuisse.com/⁠

Follow on X

@BitcoinSuisseAG

@Dominic_Weibel

⁠@playmythical⁠

@johnwastaken

In this episode of the Verified Podcast by Bitcoin Suisse, hosts Luca and Dominic sit down with Luca Netz, the visionary behind Pudgy Penguins, to explore the transformation of the struggling NFT project into a global billion-dollar brand. 

The discussion covers the significance of cultural impact in crypto, the role of memes in driving market dynamics, and how Pudgy Penguins is successfully bridging the gap between crypto and mainstream audiences. Luca shares insights on strategic marketing, community engagement, and the future potential of an IPO, while also exploring the broader NFT market landscape and the unique value proposition of the Pengu token. The conversation concludes with exciting details about the upcoming Pudgy Party mobile game, which aims to set new standards in the crypto gaming space. 

Podcast Highlights  

02:18 The Rise of Pudgy Penguins 
06:13 Marketing Strategy and Community Building 
12:02 Leadership and Brand Success 
15:32 The Impact of GCR on Pudgy 
21:36 Meme Coins and Market Dynamics 
25:31 The Power of Memes in Crypto 
26:18 Pudgy Penguins: A Universal Appeal 
29:25 Institutional Interest in Memes 
31:05 The Path to IPO and Revenue Goals 
35:31 Pudgy Penguin IPO 
41:51 Web3 Gaming and Pudgy Party 

Hosts  
 
🎙️ Dominic Weibel - Head of Research at Bitcoin Suisse 
🎙️ Luca Gnos – Crypto Market Analyst at Bitcoin Suisse 

Guest  

🎯 Luca Netz - Owner and CEO of Pudgy Penguins 

Watch on YouTube: https://youtu.be/R34DmAE40c0

Websites 

👉 Bitcoin Suisse: https://www.bitcoinsuisse.com/ 
👉 Pudgy Penguins: https://www.pudgypenguins.com/ 
👉 Igloo: https://www.igloo.inc/  

Follow on X  

👉 https://x.com/BitcoinSuisseAG 
👉 https://x.com/Dominic_Weibel 
👉 https://x.com/0xaletheia369 
👉 https://x.com/lucanetz 
👉 https://x.com/pudgypenguins