David Hoffman

David Hoffman

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Optimistic storyteller of frontier technology. The chaotic side of @Bankless

AI and Bitcoin Hopes Clash with Fed Manifesting Doubts
SocialMay 2, 2026

AI and Bitcoin Hopes Clash with Fed Manifesting Doubts

I hope AI and Bitcoin does ignite a massive economic boom But this is an aspirational opinion - not an economic fact Not sure how I feel about a Fed governor doing manifesting

By David Hoffman
A US Soldier Turned $34,000 Into $410,000 on Polymarket
VideoMay 1, 2026

A US Soldier Turned $34,000 Into $410,000 on Polymarket

A U.S. soldier was charged with exploiting classified intelligence to profit from a prediction‑market bet on Polymarket, wagering that the United States would launch a military operation to capture Venezuelan leader Nicolás Maduro. The soldier, identified as Ganon Ken Van Djk, placed a $34,000...

By David Hoffman
Crypto’s Authentic Community Outshines AI’s Elite Echo Chamber
SocialMay 1, 2026

Crypto’s Authentic Community Outshines AI’s Elite Echo Chamber

Because the AI ‘community’ is: 1. An insular group of Silicon Valley elites 2. A dispersed group of hobbiest hackers Despite our shortcomings, the crypto community is authentic and organic AI hasn’t produced anything better than the Token to create vibrant communities...

By David Hoffman
Documentary Provides Final Answer: Satoshi Isn't Adam Back
SocialApr 30, 2026

Documentary Provides Final Answer: Satoshi Isn't Adam Back

Watching the @findingsatoshi_ documentary actually gave me closure with the mystery of who Satoshi is It seems, beyond reasonable doubt, that we have the best answer that we will ever have on the matter (And it’s not Adam back)

By David Hoffman
40% Sold, Yet $MEGA Up 50% From ICO
SocialApr 30, 2026

40% Sold, Yet $MEGA Up 50% From ICO

40% sold everything already? 1. Seems a wildly high percentage (granted, sentiment in crypto is far more negative than when the ICO sale happened) 2. Crazy that $MEGA is still 50% above ICO price. Demand-side is healthy (assuming these metrics are accurate)

By David Hoffman
MegaETH $MEGA TGE: Tokenomics, Unlocks, Apps, and Revenue
VideoApr 30, 2026

MegaETH $MEGA TGE: Tokenomics, Unlocks, Apps, and Revenue

The interview marks MegaETH’s token generation event (TGE), where co‑founders Shu Yao and Lei explain a disciplined rollout built around performance‑based KPIs rather than the typical front‑loaded token allocations. By tying token release to measurable milestones, the project aims to...

By David Hoffman
Choosing Our First App on MegaETH Bridge Day
SocialApr 29, 2026

Choosing Our First App on MegaETH Bridge Day

happy bridge to @megaeth and try out apps day Which app are we trying first?

By David Hoffman
Is the AI Bubble Even Real?
VideoApr 27, 2026

Is the AI Bubble Even Real?

The video questions whether the surge in artificial‑intelligence investments truly constitutes a bubble, arguing that the label is often overused and can stoke unnecessary fear among investors. It draws parallels to Bitcoin, noting that despite five distinct “bubbles,” each cycle still...

By David Hoffman
Urgent Decentralized Consensus Sets New Ethereum Precedent
SocialApr 21, 2026

Urgent Decentralized Consensus Sets New Ethereum Precedent

This was the right choice This is not a violation of decentralization. “Decentralized consensus” is an art that the Ethereum community has been working on perfecting since inception I expect this to set a precedent for how and when urgent...

By David Hoffman
Productive Money: The Most Bullish Case for Ethereum
VideoApr 21, 2026

Productive Money: The Most Bullish Case for Ethereum

The episode frames Ethereum as “productive money,” a claim built on Mike McInnes’s recent essay that argues ETH could capture the combined monetary premium of gold and Bitcoin and be priced near $250,000 per token. The hosts explain that most analysts...

By David Hoffman
L2Beat Reveals Detailed Capital Flows Across Ethereum
SocialApr 21, 2026

L2Beat Reveals Detailed Capital Flows Across Ethereum

This new page from @l2beat is incredible Extremely granular details of capital flows across the greater Ethereum network-of-networks Ethereum https://t.co/MStUTscfdX

By David Hoffman
This AI Agent Hired a Human, Built Apps, and Started Making Money
VideoApr 20, 2026

This AI Agent Hired a Human, Built Apps, and Started Making Money

The video introduces Kelly, an autonomous AI agent that has evolved from a personal email assistant into a company‑level entity capable of hiring staff and generating revenue. Kelly’s creators built a suite of orchestration tools, allowing the AI to ideate,...

By David Hoffman
Urgent Request: Need Figment Contact for Phishing Victim
SocialApr 20, 2026

Urgent Request: Need Figment Contact for Phishing Victim

Hey can someone connect me to someone at @Figment_io ? An emergency about a friends wallet that got phished

By David Hoffman
Maintain Pressure on Iran Until Regime Collapses, Enabling Democracy
SocialApr 17, 2026

Maintain Pressure on Iran Until Regime Collapses, Enabling Democracy

Don’t forget about the Iranian people @realDonaldTrump The Regime is capitulating, but prematurely releasing pressure gives them a window of survival Keep the Regime strangled until it collapses and the Iranian people can take power A democratic Iran is the only stable...

By David Hoffman
Polymarket Called Iran Peace Deal Before The Stock Market
VideoApr 17, 2026

Polymarket Called Iran Peace Deal Before The Stock Market

The video examines how Polymarket’s prediction market is pricing a permanent U.S.-Iran peace deal, currently assigning a roughly 50% probability that an agreement will be reached by May 31. It notes the rapid upward shift in odds over the past week,...

By David Hoffman
Economic Siege Meets Rising Civilian Uprising in Iran
SocialApr 16, 2026

Economic Siege Meets Rising Civilian Uprising in Iran

The Iranian Regime is facing dual top-down and bottom-up pressure By blockading the Strait of Hormuz, the US is economically strangling the regime. 90% of Iran's capital flows came from selling oil through the Strait. That's gone. The Strait is also how...

By David Hoffman
Why Hasn't The Dollar Fallen?
VideoApr 16, 2026

Why Hasn't The Dollar Fallen?

The video explores why the US dollar may be losing its status as the world’s reserve currency, featuring historian Barry Green discussing historical precedents and his new book “Money Beyond Borders.” Green notes central banks are diversifying away from US Treasuries...

By David Hoffman
Michael Saylor on Ethereum: It’s Still the Leader
VideoApr 15, 2026

Michael Saylor on Ethereum: It’s Still the Leader

Michael Saylor, MicroStrategy chief, discusses his evolving stance on Ethereum, moving from early dismissal to acknowledging its leadership in the staking and tokenization arena. He reiterates Bitcoin’s role as pure digital capital—a scarce store of value—while positioning Ethereum as the primary...

By David Hoffman
Saylor’s $58B Crypto Reactor Explained
VideoApr 15, 2026

Saylor’s $58B Crypto Reactor Explained

Michael Saylor’s venture has poured roughly $58 billion into a “crypto reactor,” a platform designed to mint digital credit on a massive scale. The project, announced in a recent video, positions the reactor as a foundational infrastructure for a new form...

By David Hoffman
Bitcoin’s Future May Be Decided by Custodians
VideoApr 14, 2026

Bitcoin’s Future May Be Decided by Custodians

The video speculates that the world’s most influential Bitcoin custodians could shape the cryptocurrency’s future by signing a joint letter stating they will only recognize a fork in which the original Satoshi‑minted coins are burned. This move would effectively designate...

By David Hoffman
Up or Down From Here? Bears Vs. Bulls
VideoApr 14, 2026

Up or Down From Here? Bears Vs. Bulls

The episode pits crypto bulls against bears in what the hosts label the "second battle" of the fourth market cycle. Both sides agree the market has entered a wealth‑destruction phase, but they differ on whether the trough has been reached...

By David Hoffman
Michael Saylor’s 11% Yield Thesis
VideoApr 13, 2026

Michael Saylor’s 11% Yield Thesis

Michael Saylor’s latest thesis explains how MicroStrategy (MSTR) is engineering an 11% tax‑deferred yield by reshaping its capital structure. He highlights that volatility across S&P 500 stocks spans roughly 2.5% to 100%, making the newly issued STRC preferred equity...

By David Hoffman
Michael Saylor’s Master Plan: "Fix the Money, Fix the World"
VideoApr 13, 2026

Michael Saylor’s Master Plan: "Fix the Money, Fix the World"

Michael Saylor outlines a "master plan" to "fix the money" by turning Bitcoin into a universal, high‑yield bank account that outpaces inflation. He argues that providing a utilitarian value to a billion people—an account paying 8% or more—mirrors historic breakthroughs...

By David Hoffman
Polymarket Says 30% Chance of US Invasion of Iran
VideoApr 11, 2026

Polymarket Says 30% Chance of US Invasion of Iran

The video analyzes recent geopolitical turbulence surrounding the United States, Iran, and Israel, focusing on Polymarket’s prediction that there is a 30% chance the United States will invade Iran before 2027. The discussion begins with former President Donald Trump’s dramatic...

By David Hoffman
Why ETH Could Beat BTC
VideoApr 9, 2026

Why ETH Could Beat BTC

The video centers on a speculative scenario in which Bitcoin falters while Ethereum capitalizes on its momentum to claim the top spot in market capitalization. The hosts discuss a looming 2029 deadline tied to Ethereum’s network upgrade, framing it as...

By David Hoffman
Ethereum Economic Zone Revives Core Quest for Synchronous Composability
SocialApr 9, 2026

Ethereum Economic Zone Revives Core Quest for Synchronous Composability

The Ethereum Economic Zone is a return to ETH's main questline Synchronous composability across asynchronous networks I hope @gnosis_ and the EEZ Alliance can pull it off I'm ready to be hurt again

By David Hoffman
Lean Ethereum's Vision Positions ETH Ahead of Quantum Race
SocialApr 6, 2026

Lean Ethereum's Vision Positions ETH Ahead of Quantum Race

2 years ago, at @EFDevcon in Bangkok, @drakefjustin released his '5 Year Plan' for Lean Ethereum It was ridiculed by CT for being out-of-touch with the market Now, thanks to Justin's foresight and leadership, Ethereum is in pole position for capitalizing...

By David Hoffman
Markets Overreact, Then Calm After Political Shocks
SocialApr 2, 2026

Markets Overreact, Then Calm After Political Shocks

Trump knows the market stops overreacting given enough time to digest Happened with the tarrifs too - as 'Liberation Day' grew 4+ weeks old... the market became indifferent and started going up anyway So far, it's happening again with the Iran War

By David Hoffman
Crypto's Security Flaw: Quantum Attacks Expose Real Risk
SocialApr 1, 2026

Crypto's Security Flaw: Quantum Attacks Expose Real Risk

Literally the most braindead cope Newsflash: cryptographic currencies are vulnerable to cryptographic attacks Nic investing in quantum solutions to Bitcoin is conviction in the problem, not conflict of interest Focusing on the COI is denial cope

By David Hoffman
Your Job Will Be Automated. Here's the Only Skill That Survives
VideoMar 26, 2026

Your Job Will Be Automated. Here's the Only Skill That Survives

The episode examines how artificial intelligence is poised to automate routine tasks across the economy and argues that the new scarcity is not raw intelligence but the human capacity to verify AI outputs. Host Ryan Sean Adams and guest Christian...

By David Hoffman
Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) | NEAR Founder on IronClaw
VideoMar 24, 2026

Illia Polosukhin: Why AI Agents Are Still Useless (And What Fixes Them) | NEAR Founder on IronClaw

The interview with Illia Polosukhin, co‑author of the seminal "Attention Is All You Need" paper, explores why current AI agents remain impractical and how blockchain can remedy their shortcomings. Polosukhin explains that most generative AI deployments leak sensitive credentials to...

By David Hoffman
BTC and Gold Surge Amid Iran Conflict, ETH Lags
SocialMar 23, 2026

BTC and Gold Surge Amid Iran Conflict, ETH Lags

Since the beginning of the Iran War... 1. BTC / Gold strength 2. A teesny amount of ETH / BTC strength too something to watch https://t.co/5mCsBFEc2l

By David Hoffman
Ethereum’s Quantum Plan Before Q-Day with Justin Drake
VideoMar 23, 2026

Ethereum’s Quantum Plan Before Q-Day with Justin Drake

The video discusses Ethereum's strategy to become post‑quantum secure before the anticipated Q‑Day, featuring cryptographer Justin Drake. Drake outlines recent quantum computing advances—error‑correction achieving logical qubits, algorithmic improvements cutting required physical qubits from millions to ~100,000, and massive VC funding—shifting quantum...

By David Hoffman
AI Power Isn't Centralized; Value Thrives at the Margins
SocialMar 23, 2026

AI Power Isn't Centralized; Value Thrives at the Margins

The centralization of power from AI is largely overstated Plenty of value is being created at the margins.

By David Hoffman
Polymarket Situation Room: The World's First Prediction Market Bar
VideoMar 20, 2026

Polymarket Situation Room: The World's First Prediction Market Bar

Polymarket’s trading activity has surged to unprecedented levels, with weekly volumes exceeding $2 billion for three straight weeks in March 2026—more than double the $1 billion peak recorded during the 2024 election cycle. At the same time the company announced a physical...

By David Hoffman
Tempo Mainnet: The Race to Agentic Commerce
VideoMar 19, 2026

Tempo Mainnet: The Race to Agentic Commerce

Tempo’s Mainnet went live today, centering its debut on the Machine Payments Protocol (MPP) – a payment‑method‑agnostic layer designed to let AI agents transact autonomously on the web. The launch marks a shift from the company’s earlier focus on stable‑coin...

By David Hoffman
Ethereum's Identity Crisis: Tool or Institutional Power?
SocialMar 17, 2026

Ethereum's Identity Crisis: Tool or Institutional Power?

There's an ideological schism between the @ethereumfndn and the for-profit ecosystem in Ethereum's orbit - Is Ethereum a tool you keep in your pocket? - Or an institution that competes with the world? My take: A soul without a body is just a...

By David Hoffman
Why ETH Might Be Near a Major Turning Point
VideoMar 11, 2026

Why ETH Might Be Near a Major Turning Point

The Bankless Nation episode centers on Ethereum’s current position in its market cycle, featuring DeFi analyst Michael Nato. He reviews ETH’s historical performance across three cycles and evaluates whether the asset has bottomed out or is poised for a new...

By David Hoffman
Robinhood Banking Threatens Discontented Banks with Better Alternative
SocialMar 10, 2026

Robinhood Banking Threatens Discontented Banks with Better Alternative

Robinhood Banking isn’t even fully available to the public yet Banking customers are notoriously ‘high discontent, low action’ Everyone hates their bank, no one does anything about it - there’s never been a better product to swap to. Until now. Banks are...

By David Hoffman
Replace Yourself First
VideoMar 10, 2026

Replace Yourself First

The video, titled “Replace Yourself First,” argues that the imminent wave of AI adoption is reshaping how employees prove their value. Rather than fearing outright layoffs, workers should view AI as a tool that can amplify productivity and secure their...

By David Hoffman
Protect Open‑Source Developers to Make US Crypto Capital
SocialMar 10, 2026

Protect Open‑Source Developers to Make US Crypto Capital

Hey @realDonaldTrump, @DavidSacks If the USA wants to be the Crypto Capital of the world, we need to protect our open-source developers Please simply pardon @rstormsf from a charge leftover from the Biden admin

By David Hoffman
AI Replaceability Scores Are Coming
VideoMar 9, 2026

AI Replaceability Scores Are Coming

The video spotlights a looming shift in the workplace: AI replaceability scores that gauge how easily a knowledge worker’s duties can be handed over to large‑language models. The speaker argues that with modest tweaking, OpenAI’s tools can accomplish 80‑90% of...

By David Hoffman
Making America the Crypto Capital of the World | New CFTC Chairman
VideoMar 9, 2026

Making America the Crypto Capital of the World | New CFTC Chairman

The interview with new CFTC chairman Mike Selig focuses on his agenda to cement the United States as the world’s leading crypto hub. Selig, a former crypto‑lawyer and SEC task‑force chief, was sworn in December and immediately signaled a shift...

By David Hoffman
Polymarket Hits Election-High Volume, Outpaces Kalshi
SocialMar 7, 2026

Polymarket Hits Election-High Volume, Outpaces Kalshi

Polymarket has come a long way since the '24 election, where volume was concentrated 90+% in politics It's basically back to the peak '24 election volume, with many more unique traders, and a healthier distribution of market categories Onwards https://t.co/Hm3vt1aaRt

By David Hoffman
The Market Reaction to War Was Not What Anyone Expected
VideoMar 6, 2026

The Market Reaction to War Was Not What Anyone Expected

The video dissects how global markets reacted to the sudden Iran‑Israel‑U.S. conflict, highlighting a safe‑haven hierarchy that diverged from historic patterns. While oil spiked as the Strait of Hormuz was shut, the dollar emerged as the primary refuge, and traditional...

By David Hoffman
AI Can Now Find 70% of Crypto Exploits | Alpin Yukseloglu, EVMBench Creator
VideoMar 5, 2026

AI Can Now Find 70% of Crypto Exploits | Alpin Yukseloglu, EVMBench Creator

The Bank of Nation interview with Alpin Yukseloglu, a Paradigm research partner and co‑author of the EVM Bench benchmark, explores how artificial‑intelligence agents are reshaping smart‑contract security. Yukseloglu explains that EVM Bench, an open dataset of fund‑draining bugs, has become a yardstick...

By David Hoffman
"Humans Shouldn’t Blind-Sign Transactions" - Haseeb Qureshi
VideoMar 4, 2026

"Humans Shouldn’t Blind-Sign Transactions" - Haseeb Qureshi

Haseeb Qureshi, a prominent crypto investor, uses a vivid analogy to argue that the practice of manually blind‑signing blockchain transactions is as reckless as letting humans drive cars without assistance. He predicts that within a decade the industry will view...

By David Hoffman
Crypto Has Too Many Foot-Guns
VideoMar 3, 2026

Crypto Has Too Many Foot-Guns

The speaker argues that signing large crypto transactions feels far riskier than traditional wire transfers, highlighting a proliferation of hidden “foot‑guns” that users must manually spot. He enumerates specific hazards—address‑poisoning attacks, the need to verify middle characters of an address, stale...

By David Hoffman
Haseeb Quereshi: Crypto’s Not Made for Humans—It’s for AI
VideoMar 2, 2026

Haseeb Quereshi: Crypto’s Not Made for Humans—It’s for AI

Haseeb Quereshi argues that blockchain technology was never built for human users; it was engineered for autonomous, self‑sovereign agents that can operate without the constraints of law or fatigue. He contrasts the ease of sending a traditional wire transfer with...

By David Hoffman