Bankless

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LIVE NOW - “Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator Spoiler alert: This episode contains spoilers for the documentary @findingsatoshi_ @WilliamCohan and @tydamar unpack their new documentary Finding Satoshi, a four-year investigation into the identity of Satoshi Nakamoto. They explore: - why Satoshi’s identity still matters, - the cypherpunk roots of Bitcoin, - the public interest behind the mystery, - and what the search reveals about privacy, - money, power, - and the mythology at the heart of crypto. Enjoy the episode. -------------- TIMESTAMPS 0:00 Intro 1:17 Did We Find Him? 6:32 Why Find Satoshi? 11:54 Why OGs Didn’t Care 14:57 How Hard was the Investigation? 18:20 Talking to the Early Cypherpunks 19:58 Public Interest 26:08 Cypherpunk’s Ideology 39:07 Spoiler Alert: The Aha Moment 51:30 Satoshi’s Death 1:00:59 Bitcoin as a Public Good 1:05:23 Will Satoshi Come Back? 1:10:39 Was it All Planned? 1:11:52 Quantum Treasure Hunt 1:14:00 What would Satoshi think of Bitcoin Today? 1:17:09 Closing & Disclaimers

Listen to the full episode 👇 bankless.com/podcast/rollup… Spotify open.spotify.com/episode/6eArSv… YouTube youtube.com/watch?v=lVtes5… POLYMARKET | #1 PREDICTION MARKET 🔮 bankless.cc/polymarket-pod…

A US soldier turned $34,000 into $410,000 on @polymarket, first trade ever. His bet: that the US would invade Venezuela by January 31st. “Fantastic trading strategy… days before Trump actually announced the operation.” Turns out this very profitable trade is highly illegal. And because it was all onchain, he got prosecuted.🎬

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LIVE NOW -- Markets Are Acting Like Nothing’s Wrong Markets are ripping despite $120 oil and an escalating war. @RyanSAdams and @TrustlessState break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how DeFi just bailed itself out after its biggest hack ever. [TIMESTAMPS] 0:00 Intro 2:28 Oil War & $120 Oil Crisis - @pete_rizzo_ - @KobeissiLetter - @Rory_Johnston - @charliebilello - @biancoresearch - @AggrNews - @SecScottBessent 16:46 Markets Rally vs Reality (AI Boom) or AI Bubble & IPO Top Signal - @NoLimitGains - @shiri_shh - @Shaughnessy119 - @IvayloPashov - @realarmaansidhu 27:22 Fed, Powell, Rising Inflation, Bitcoin Narrative & National Security - @EdwardLawrence - @firsttohearit - @TFTC21 36:59 MegaETH Launch - @megaeth - @bread_ - @bubblemaps 40:33 DeFi Bailout (KelpDAO → DeFi United) - @StaniKulechov - @aave - @CoinDesk - @jussy_world 48:30 Polymarket Insider Trading Case - @shayne_coplan 51:27 “Code Is Not a Crime” vs Reality - @Cointelegraph - @valkenburgh - @rstormsf 55:45 Stablecoins Go Mainstream (Visa + Meta) - @dwr 58:50 Closing & Disclaimers

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Spoiler alert: This episode contains spoilers for the documentary @findingsatoshi_ “Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | @WilliamCohan & @tydamar Out on Monday 4 📅

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Could @megaeth host @Polymarket at 5-10x scale? @yangl1996 says yes. The bigger point: the $MEGA bet isn’t just performance. It’s giving apps shared liquidity, existing primitives, users, RPC, bridging, security, and infrastructure without forcing every breakout app to become an appchain. MegaETH could host “some 300 Polymarket instances right now.”

Listen to the full episode 👇 bankless.com/podcast/megaet… Spotify open.spotify.com/episode/3UGIQo… YouTube youtube.com/watch?v=g4YI5u… POLYMARKET | #1 PREDICTION MARKET 🔮 bankless.cc/polymarket-pod…

“Just producing block space is not a good business.” @megaeth co-founder @hotpot_dao on why $MEGA is launching with revenue drivers from day one: “Whether it’s from proximity market or from USDM, that is going to buy back $MEGA.” “The core team only took 9% of the entire token pie chart.” “Look, the core team took so little. We give retail allocation a very low valuation. This thing has a revenue stream.” The goal: make the $MEGA token align the team, apps, VCs, and retail around the same outcome.

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LIVE NOW - $MEGA TGE: Everything You Need To Know @megaeth token launch is here. Co-founders @hotpot_dao and @yangl1996 join us to unpack what makes MegaETH different: - 10 live apps before launch - KPI-based milestones - USDM as a revenue stream - Proximity markets for low-latency trading - And a token model built around value accrual, not just blockspace fees Enjoy- -------------- TIMESTAMPS 0:00 MegaETH Reaches TGE: KPIs and Milestones 3:10 The 10 Apps That Unlocked Launch 8:12 Composability for New Crypto Apps 11:22 World Markets as MegaETH’s Liquidity Hub 14:13 USDM and the First Revenue Stream 15:59 Co-Location, Low Latency, and Proximity Markets 19:40 Proximity Markets vs. MEV 22:13 Revenue and Token Value Accrual 25:15 Ethereum Decentralization as a KPI 27:40 Token Unlocks and Launch Supply 30:31 Terminal, Incentives, and Flux 32:28 MegaETH vs. Appchains 38:31 Could MegaETH Support Polymarket Scale? 41:12 AI Agents on a Fast, Cheap Chain 47:23 KelpDAO, Arbitrum, and L2 Decentralization 55:38 Life After TGE

LIVE NOW -- Crypto Has the Perfect Bull Setup… So Why Isn’t It Breaking Out? bitcoin:native has the “perfect” bull setup, record shorts, aggressive squeezes, and billions in buying, yet it still can’t break $80K. @JustDeauIt and @RyanSAdams unpack why that disconnect matters, from weak spot demand and short-term holder behavior to fading liquidity tailwinds, and what past cycles suggest comes next. They also break down the key level that decides the market, and how to position if this rally is on borrowed time. [TIMESTAMPS] 0:00 Intro 3:57 Bitcoin Market Dynamics 6:51 Short-Term Holder Insights 15:22 Fed Policy Implications 19:31 Liquidity and Economic Outlook 27:44 Crypto Portfolio Strategy 30:09 Navigating Altcoin Markets 38:47 Closing & Disclaimers

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LIVE NOW - $200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being drained, and the market may still be underpricing the scale of the disruption. If the Strait stays closed, Rory says the path to $200 oil is no longer crazy. It may be the next stop. This is oil, geopolitics, inflation, and markets all colliding at once. -------------- TIMESTAMPS 0:00 Intro 1:17 What is a Barrel of Oil? 7:04 How is Oil Transported? 8:24 Is Oil Fungible? 13:25 Oil Then Vs Now 17:10 Peak Oil? 24:59 Hydrocarbon World Distribution 29:32 What is Spare Capacity? 32:14 Inventories in the Buffer System 35:04 Oil Futures 38:59 Oil Curve 44:51 Economic Implications of Oil Markets 48:48 Straight of Hormuz 55:30 Future Oil Price Action 1:03:53 Steelmanning the Market Reaction 1:13:23 When will the Straight Open? 1:21:57 Is the USA Winning? 1:27:49 Pressuring Iran 1:31:48 Signals to Watch 1:33:36 Fast Forward to 2050 1:38:38 Closing & Disclaimers