Recent Posts
Social•Feb 18, 2026
Base Exits Optimism, Ending Superchain Aspirations
Base leaving Optimism. End of an era. There once was the dream of a superchain. Not enough glue to hold it together. https://t.co/Ck5MDL0KZi
By David Hoffman
Social•Feb 18, 2026
AI Tokens: The New Fifth Lever for Scaling Intelligence
In his famous “how to get rich” thread, naval talks about four types of leverage - labor, capital, media, code. And now there is a fifth. AI Tokens. Look for business models that scale with intelligence - AI tokens. Learn how to use...
By David Hoffman
Social•Feb 16, 2026
Redefine ETH Alignment: Tom Lee Leads by 28x
Ethereum culture really needs to redefine alignment. It gives it away too freely. How much ETH are you buying and how much do you hold? That's alignment. It's not a stage on L2Beat. By that measure Tom Lee is 28x more ETH aligned...
By David Hoffman
Social•Feb 13, 2026
AI Will Need a New, Non‑Gold Currency
A country of geniuses in a datacenter. The question is - what are AI's going to use as a money? What's their store of value, medium of exchange, and unit of account. It could be crypto or something we can't possibly foresee. It's very...
By David Hoffman
Video•Feb 13, 2026
Bitcoin to $1M? ETH $20K?
Bitcoin could hit $1 million and Ethereum $20 k, but only if the market adopts a replacement narrative rather than the fading adoption story. The speaker argues that the post‑election surge in late 2024 marked the end of the “digital‑asset treasury ETF”...
By David Hoffman
Social•Feb 13, 2026
New Financial Instrument Sparks Market Curiosity
This is an actual novel financial instrument Will be watching to see how this gets used by the market
By David Hoffman
Social•Feb 12, 2026
ETH's Relentless Volatility Hints at Imminent Surge
ETH has no chill It only ever goes up or down violently. Dunno when, but next is violent up
By David Hoffman
Social•Feb 11, 2026
Decentralized Ledgers Protect Sovereignty; Bitcoin and Ethereum Inevitable
If you're using another country's ledger you're giving them your sovereignty. This is why the world will adopt Ethereum and Bitcoin. Digital ledgers no one controls. https://t.co/Z9l872EonS
By David Hoffman
Video•Feb 11, 2026
Robinhood Chain Takes on NYSE/Nasdaq | Robinhood Crypto GM Johann Kerbrat
Robinhood announced the public launch of its Robinhood Chain testnet, a permissionless Ethereum Layer‑2 network designed to host tokenised equities and other real‑world assets. The rollout, unveiled at a Hong Kong conference, signals the brokerage’s ambition to compete directly with...
By David Hoffman
Video•Feb 7, 2026
Vitalik Signals the End of the Rollup-Centric Roadmap: What's Next?
The video dissects Vitalik Buterin’s February 3, 2026 tweet announcing the end of Ethereum’s rollup‑centric roadmap, a strategy that has dominated scaling discussions since 2020. By declaring the “centric” part obsolete, Vitalik signals a pivot toward a new scaling paradigm where Layer 1,...
By David Hoffman
Video•Feb 6, 2026
Bitcoin Price by 2026 Polymarket: 47% to Hit $100K, 5% for $250K
The video highlights Polymarket’s prediction market that quantifies the probability of Bitcoin reaching specific price milestones by 2026. Traders can place bets on $5,000 increments, turning price forecasts into tradable contracts. Polymarket’s current odds show an 80% chance Bitcoin will hit...
By David Hoffman
Video•Feb 6, 2026
Why Everything Broke at Once (Crypto, Tech, Gold) & What Happens Next...
The episode opens by declaring a rare, simultaneous collapse across crypto, technology equities, and precious metals, dubbing February’s first week a “bare market” reset. Hosts note Bitcoin’s 21% weekly slide, Ethereum’s 30% plunge, and a 46% erosion of total crypto...
By David Hoffman
Video•Jan 6, 2026
Mike Ippolito on Why Our Crypto Bags Aren't Going Up
Mike Ippolito argues that the apparent stagnation of crypto portfolios stems from a market-wide cognitive dissonance. While regulators have recently delivered a "bear hug" that many expected to boost prices, the emerging regulated pathway is forcing the sector to shed...
By David Hoffman
Video•Jan 5, 2026
The U.S. Military’s Secret Weapon: Money
The video highlights that the U.S. Army has an official doctrine titled “Money as a Weapon System,” outlining how financial tools are employed to achieve strategic objectives in foreign theaters. It points to historical examples such as the Arab Spring, which...
By David Hoffman
Video•Jan 5, 2026
How the Stablecoin Milkshake Will Redollarize the World
The interview revisits Brent Johnson’s Dollar Milkshake theory, examining whether the world is moving toward de‑dollarization or a renewed dollar dominance (“redollarization”). Johnson explains that while many nations voice a desire to shed the US dollar’s “exorbitant privilege,” the structural...
By David Hoffman
Podcast•Jan 5, 2026•55 min
How the Stablecoin Milkshake Will Redollarize the World | Brent Johnson
In this episode, Brent Johnson revisits his Dollar Milkshake Theory, arguing that while de‑dollarization narratives gain traction, the Eurodollar system and debt dynamics will ultimately pull demand back to the U.S. dollar, especially as sovereign debt crises trigger political instability....
By David Hoffman
Podcast•Jan 2, 2026•0 min
ROLLUP: Silver Parabolic | Aave Civil War | Uniswap Unifies | New CFTC Chair | Bitcoin Vs. Quantum
David Hoffman and Anthony Sassano discuss the surge in precious metals and the S&P, highlighting silver's 10x potential and bullish market sentiment. They examine Aave's internal governance clash over fee structures, celebrate Uniswap's successful protocol unification, and note the appointment...
By David Hoffman
Video•Jan 1, 2026
Ben Cowen: How Memecoins Demoralized Crypto Builders
Ben Cowen argues that the current crypto cycle has been hijacked by meme‑coin mania, leaving serious builders feeling invisible and undervalued. He paints a picture of developers who once aimed to create lasting infrastructure only to watch a novelty token...
By David Hoffman
Video•Dec 31, 2025
Ben Cowen: Bitcoin Has Topped and The 4-Year Cycle Is Over
In a recent interview, market analyst Ben Cowen argued that Bitcoin has likely reached the peak of its current four‑year cycle, signaling the end of the bullish phase that began in late 2022. Cowen pointed to the cycle’s duration—162 days from...
By David Hoffman
Video•Dec 29, 2025
Investing Trends for 2026: DeFi, Tokenization, Capital Formation, Speculation & AI
The episode spotlights Bankless Ventures’ 2026 investment outlook, emphasizing that crypto has shed its contrarian label and entered mainstream finance. Wall Street heavyweights—from Larry Fink’s tokenization op‑ed to BlackRock’s Bitcoin‑linked ETF and Hyperlid’s net‑income outpacing the Nasdaq—illustrate a seismic shift toward...
By David Hoffman
Podcast•Dec 24, 2025•0 min
12 Big Crypto Predictions for 2026 | Ryan & David
Ryan and David dissect the top 2026 crypto forecasts from major firms, highlighting a consensus that stablecoins will become genuine payment rails and tokenization will move beyond pilots to mainstream use. They anticipate a surge in crypto ETFs expanding institutional...
By David Hoffman
Video•Dec 23, 2025
Ben Cowen on Where Crypto Is Going in 2026
Ben Cowen argues that the current Bitcoin cycle has likely peaked, citing a consistent 1,060‑day length across the last three four‑year cycles. He notes that while Bitcoin’s top may signal the end of the broader crypto rally, isolated altcoins can...
By David Hoffman
Podcast•Dec 23, 2025•0 min
Where Is Crypto Going in 2026? | Ben Cowen
Ben Cowen argues that the current crypto cycle may already be in its post‑euphoria bear phase, with Bitcoin likely having peaked and a true alt‑season unlikely. He outlines how macro forces—Fed policy, labor market dynamics, and AI‑driven investor attention—will shape...
By David Hoffman
Social•Dec 22, 2025
Seeking Top 2026 Predictions for Bankless Episode
I'm looking for the best '2026 Predictions' that are out there Who's got the best predictions, or thread of predictions, out there for 2026? Working on a @Bankless ep...
By David Hoffman
Social•Dec 22, 2025
Ethereum Positioned for Quantum-Resilient Future
there's still work to be done but ethereum and eth will be well positioned for quantum
By David Hoffman
Social•Dec 22, 2025
Ethereum’s Strong Year Fuels Momentum for 2026
overall ethereum had a good year the shipping is back, the roadmap is clearer, and the zk bet is starting to compound momentum to build on in 2026 jobs not finished
By David Hoffman
Social•Dec 22, 2025
AAVE’s Unity Decision Determines DeFi Token Future
Really hoping AAVE can unify labs and DAO incentives into the token. A house divided cannot stand. Investors want a single asset for all AAVE risk and upside. AAVE is a flagship - the fate of DeFi tokens rests on a successful outcome....
By David Hoffman
Podcast•Dec 22, 2025•0 min
Is the Crypto-Native Era Coming to an End? - Lessons From 10 Years in Crypto with Joey Krug, Founders Fund...
In this episode, Joey Krug examines whether the crypto‑native era is waning as institutions adopt blockchain infrastructure without its original culture, drawing on his experience with Augur and Founders Fund. He explains how prediction markets like Polymarket achieved product‑market fit,...
By David Hoffman
Video•Dec 19, 2025
Crypto Prices Are Down...Builders Aren’t!
The Bankless weekly roundup for the third week of December dives into a flurry of industry updates, starting with Coinbase’s December 17 system upgrade and the lingering question of whether tokenized stocks have finally arrived. The hosts also highlight Bankless’s...
By David Hoffman
Podcast•Dec 19, 2025•0 min
ROLLUP: Coinbase Ships | JPMorgan Onchain | Solana Firedancer | Aave Civil War | DTCC Tokenizes
In this episode, Ryan and David examine how Coinbase is evolving into a financial super‑app, while JPMorgan launches its first tokenized money‑market fund on Ethereum and regulators quietly enable on‑chain settlement via DTCC pilots. They also discuss Solana’s Firedancer client...
By David Hoffman
Social•Dec 17, 2025
Podcaster Shifts to 80% Cash After Fed Rate Cut
a bankless podcast fork by pop demand every wk on TDR @JustDeauIt shows his portfolio. skin in the game, how he's playing the cycle, the gems on his watchlist. he's switched risk off - 80% cash / 20% crypto...but did the fed...
By David Hoffman
Social•Dec 17, 2025
Suitcoiners Adopt SuitFi, Trend Set for 2026
Suitcoiners embracing SuitFi Will be a big trend in 2026
By David Hoffman
Social•Dec 17, 2025
AAVE's 62% Drop Highlights Discounted Crypto Opportunities
Incredible growth and yet AAVE is still down 62% from the ATH it ticked almost 5 years ago. What a gift to investors now. There are some gem tokens trading at discounts that will feel entirely obvious in retrospect. https://t.co/VR5uQ8zyn5
By David Hoffman
Social•Dec 16, 2025
Stablecoins Poised to Spark Global Political Revolutions
Prediction In the next 5 years we'll see a Stablecoin Arab Spring somewhere in the world. Five years after Facebook social media was overthrowing governments. Five years after the GENIUS bill stablecoins will do the same. Unstoppable internet money is a threat to despots.
By David Hoffman
Video•Dec 16, 2025
10 Crypto Predictions for 2026: $1M BTC, Wall Street Onchain & ETF Takeover
The video centers on the hosts’ 2026 crypto outlook, anchored by a bold claim from the SEC chair that all U.S. stocks will be tokenized and on‑chain within a few years. The presenters, Matt Hogan and Ryan Rasmussen of...
By David Hoffman
Social•Dec 15, 2025
Top 2026 Crypto Predictions From Bankless & TrustlessState
Bankless hottest 2026 predictions w/ @trustlessstate https://t.co/IpcVYdSLUa
By David Hoffman