Bankless

Robinhood Chain is exploding as memecoins collide with tokenized stocks and Haseeb thinks the whole thing may end badly. Ryan and Haseeb unpack the new casino economy, Saylor’s Bitcoin comeback, Solana’s issuance cut, and the latest AI safety scare.

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TIMESTAMPS & RESOURCES

0:00 Intro

2:32 Macro Bounce & Treasury-Fed Tug-of-War

https://x.com/exec_sum/status/2095153582819414237

https://www.cnbc.com/2026/09/01/bessent-trump-bond-yields-g20.html

https://x.com/0xVirtanen/status/2095121085079462032

https://x.com/hosseeb/status/2095008393434108373

12:41 Saylor’s Bitcoin Comeback

https://x.com/saylor/status/2095524315936530834

https://x.com/Strategy/status/2094396231866777976

https://x.com/AIGOLDOfficial/status/2095360679226364361

https://x.com/AltcoinPro_/status/2095319252769366525

17:35 Robinhood Meme & Stock Token Mania

https://x.com/MikeIppolito_/status/2095210343244894659

https://x.com/MikeIppolito_/status/2095211833124639103

https://x.com/haydenzadams/status/2095261533236252831

https://x.com/nansen_ai/status/2095350826047049942

https://x.com/nansen_ai/status/2095350856610926677

https://x.com/hosseeb/status/2095539969297404266

31:41 Ethereum, Solana & the Issuance Vote

https://x.com/LorenzoARK/status/2094517633122979994

https://x.com/web3_data/status/2095054796344406404

https://x.com/0xcarlosg/status/2095444848551633401

https://x.com/P2Pvalidator/status/2094363684361388089

https://x.com/stevenzeiler/status/2094908384789123200

https://x.com/mert/status/2093359812633616577

46:52 21 Banks Chase Stablecoins

https://www.reuters.com/business/finance/goldman-sachs-bofa-others-plan-issue-dollar-stablecoin-together-2027-2026-09-01/

50:44 KYC Breach Fallout

https://krebsonsecurity.com/2026/09/fbi-probes-service-selling-153m-drivers-licenses/

https://x.com/ErikVoorhees/status/2095319741716193431

https://x.com/rstormsf/status/2095331699672732122

56:56 Astra Raises AI Alarms

https://venturebeat.com/technology/welcome-to-the-agi-era-openai-launches-gpt-6-astra

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

What if the answer to NFT liquidity looked more like opening a Pokémon pack than trading on a traditional marketplace? FWA creator Adam “Rhynotic” joins David Hoffman and Eric Conner to unpack Fake World Assets, an Ethereum protocol combining random NFT pulls, ETH-backed liquidity and permissionless market infrastructure. They explore why FWA has made NFTs fun again, how its unusual pricing and buyback mechanics work, the FWA token, custom pools and FWAR's new approach to NFT launches.

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TIMESTAMPS

0:00 What Is Fake World Assets?
1:38 Making NFTs Fun Again
3:55 How the FWA Pool Works
8:42 Why Eric Is Bullish on FWA
13:20 A Liquidity Layer for NFTs
16:00 From NFTs to Real-World Assets
20:13 Pricing, Buybacks and Incentives
28:36 Custom Pools and New NFT Markets
31:57 The FWA Token
39:06 FWAR and a New Way to Launch NFTs
48:47 What Comes Next for FWA
50:12 Multichain FWA and the Bigger Vision
54:46 Closing Thoughts

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RESOURCES

Adam (Rhynotic)
https://x.com/Rhynotic

Eric Conner
https://x.com/econoar

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Not financial or tax advice. See our investment disclosures here:
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Kalshi’s ambition extends far beyond winning prediction markets. It wants to become the largest exchange on Earth. John Wang joins David to explain Kalshi’s regulated crypto-perps push, upcoming gold and silver markets, international expansion, and the strategy for turning retail event contracts into serious institutional hedging infrastructure.

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https://thedefireport.io/bankless

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TIMESTAMPS

0:00 Is Kalshi a Crypto Company?
3:56 Global Expansion and the Regulated Edge
14:55 The Regulated Perps Bet
21:38 Combining Perps and Predictions
27:51 The Insider Trading Problem
38:50 Who Owns Market Information?
45:58 From Sportsbooks to the CME
55:24 Prediction Markets for Institutions
1:02:40 Kalshi Versus Polymarket

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RESOURCES

John Wang
https://x.com/j0hnwang

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Not financial or tax advice. See our investment disclosures here:
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Robotics hype is everywhere, but are humanoids actually the main event? Lux Capital partner Shahin Farshchi joins David to explain why the bigger opportunity may be AI-powered automation hiding inside factories, warehouses, and other industrial settings.

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TIMESTAMPS

0:00 Is the Robotics Hype Justified?
2:02 Why Humanoids Aren’t the Main Story
8:14 Robotics vs. Automation
12:20 Specialized Robots vs. Generalists
19:24 Making Robotics Accessible
22:25 AI Unlocks New Robotic Tasks
24:52 Robotics’ Internet Moment
27:52 Robots, Jobs, and Cheap Labor
31:28 What Automation Does to the Economy
39:07 What Still Holds Robotics Back
42:30 How AI Actually Powers Robots
50:49 The Robotics Data Bottleneck
53:34 Robotics Companies to Watch

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RESOURCES

Shahin Farshchi
https://x.com/Farshchi

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. Ryan and Haseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stocks push, Ethena’s token reset, and whether AI is starting to consume the world’s capital.

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TIMESTAMPS & RESOURCES

0:00 Intro

0:31 Crypto Energy Shift & Bitcoin’s New Cycle

https://x.com/hosseeb/status/2091945147357675623

https://www.theblock.co/news/markets/2026-08-23-bitcoin-record-weekly-dollar-gain-412547

5:55 The Bessent Put

https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html

https://x.com/DeItaone/status/2091852135675658265

https://x.com/CGasparino/status/2091918792146247833

14:11 Druckenmiller vs. Bessent

https://x.com/NickTimiraos/status/2092023686148817227

23:31 Debasement Trade Returns

https://www.cnbc.com/2026/08/26/debasement-trade-to-take-bitcoin-to-300000-in-2029-bernstein-says-.html

https://x.com/TimmerFidelity/status/2092991527127789913

https://x.com/fundstrat/status/2091895628003528804

30:03 Coinbase Tokenized Stocks

https://x.com/base/status/2091918696620896485

41:14 Ethena’s Token Reset

https://x.com/EthenaFndtn/status/2092976592738001383

https://x.com/hosseeb/status/2090828427574268023

53:59 AI Capital Hunger

https://x.com/RaoulGMI/status/2092704327227867585

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures