Dec 30, 2025
Matthew Le Merle and Mitch Mechigian of Blockchain Coinvestors join the show. In this episode we discuss:
- The top 5 themes of 2025 for the blockchain industry
- 2026 predictions and key themes to monitor
Dec 19, 2025
Matt and Nic are back for more deals and news. In this episode:
- Secret exchange insolvency rumors
- Caroline Ellison is free
- David Sacks says CLARITY is getting a markup
- The Fed rescinds their 2023 Novel Activities Supervision program
- Insolvent exchange prediction markets
- Visa’s stablecoin advisory business
- JPM...
Dec 17, 2025
Henry sits down with Corn, head of business development at Yearn Finance, for a conversation about the evolution and current state of defi. In this episode:
- The history of defi from 2020 to today, and how the TerraLuna crash impacted the market
- How incentive mechanisms in defi have changed in 2025
- What caused the...
Dec 12, 2025
Matt and Nic are back with more news and deals. In this episode:
- CIV grows the team
- Nic does not regret 8 years in crypto
- People are getting blackpilled about crypto
- Does speculation in crypto have positive externalities?
- Matt has never seen LOTR
- Will web3 ever come back?
- The OCC lets banks broker crypto trades
- The...
Dec 5, 2025
Matt and Nic are back with another week of news and deals. In this episode:
- Quantum risk again
- Are banks filled with spooks?
- The trouble with Taproot addresses
- Microstrategy’s dollar reserve
- Kalshi is going on chain
- Prediction market predicaments
- Are insiders monetizing Google search information on Polymarket?
- Are...