The DeFi Decoded Podcast

Episode 227: Decentralized Data Markets for the AI Era with Rebecca Simmonds of Walrus Foundation @alextapscott @RJ_Simmonds @WalrusProtocol @CMCC_Global 0:00 Introduction 0:35 Why AI Agents Need Crypto Rails 3:51 Walrus: Building a Decentralized Data Layer 6:06 Sui, Storage, and the New AI Infrastructure Stack 8:09 Who Needs Verifiable, Censorship-Resistant Data? 10:20 AI Decision-Making and the Importance of Data Provenance 11:59 Owning Your Data in the Age of Personal AI Agents 15:19 How Walrus Compares with Existing Projects 21:15 Enterprise Adoption: Crossing the Web3 Chasm 23:06 What Matters Most: Security, Availability, and Trust 26:40 Tokenomics: How the WAL Ecosystem Works 29:21 Big Picture: Why Data Ownership Defines the AI Future 33:37 Where to Learn More & Outro

Episode 230: What’s Next for Crypto Markets with Scott Melker @alextapscott @scottmelker @CMCC_Global 0:00 Introduction 1:59 Guest Intro: Scott Melker (The Wolf of All Streets) 2:49 Bitcoin vs gold during global turmoil 5:02 Unexpected catalysts: banking crises and Bitcoin rallies 7:49 Technical analysis: why $60K–$70K matters 10:08 Market cycles and the four-year Bitcoin pattern 11:49 Are sellers exhausted? ETF flows and market sentiment 13:15 Regulation debate: GENIUS Act and CLARITY Act 15:39 Stablecoins, privacy, and the risk of surveillance finance 19:36 Banks vs crypto: the political battle shaping legislation 25:15 What happens if regulation stalls? 26:17 AI, stablecoins, and the convergence of crypto infrastructure 28:50 Market outlook: Bitcoin, Ethereum, Solana, and altcoin valuations 30:18 Crypto equities vs tokens: where speculation has moved 31:39 Closing thoughts

Episode 230: What’s Next for Crypto Markets with Scott Melker @alextapscott @scottmelker @CMCC_Global 0:00 Introduction 1:59 Guest Intro: Scott Melker (The Wolf of All Streets) 2:49 Bitcoin vs gold during global turmoil 5:02 Unexpected catalysts: banking crises and Bitcoin rallies 7:49 Technical analysis: why $60K–$70K matters 10:08 Market cycles and the four-year Bitcoin pattern 11:49 Are sellers exhausted? ETF flows and market sentiment 13:15 Regulation debate: GENIUS Act and CLARITY Act 15:39 Stablecoins, privacy, and the risk of surveillance finance 19:36 Banks vs crypto: the political battle shaping legislation 25:15 What happens if regulation stalls? 26:17 AI, stablecoins, and the convergence of crypto infrastructure 28:50 Market outlook: Bitcoin, Ethereum, Solana, and altcoin valuations 30:18 Crypto equities vs tokens: where speculation has moved 31:39 Closing thoughts

Episode 230: What’s Next for Crypto Markets with Scott Melker @alextapscott @scottmelker @CMCC_Global 0:00 Introduction 1:59 Guest Intro: Scott Melker (The Wolf of All Streets) 2:49 Bitcoin vs gold during global turmoil 5:02 Unexpected catalysts: banking crises and Bitcoin rallies 7:49 Technical analysis: why $60K–$70K matters 10:08 Market cycles and the four-year Bitcoin pattern 11:49 Are sellers exhausted? ETF flows and market sentiment 13:15 Regulation debate: GENIUS Act and CLARITY Act 15:39 Stablecoins, privacy, and the risk of surveillance finance 19:36 Banks vs crypto: the political battle shaping legislation 25:15 What happens if regulation stalls? 26:17 AI, stablecoins, and the convergence of crypto infrastructure 28:50 Market outlook: Bitcoin, Ethereum, Solana, and altcoin valuations 30:18 Crypto equities vs tokens: where speculation has moved 31:39 Closing thoughts

Episode 230: What’s Next for Crypto Markets with Scott Melker @alextapscott @scottmelker @CMCC_Global 0:00 Introduction 1:59 Guest Intro: Scott Melker (The Wolf of All Streets) 2:49 Bitcoin vs gold during global turmoil 5:02 Unexpected catalysts: banking crises and Bitcoin rallies 7:49 Technical analysis: why $60K–$70K matters 10:08 Market cycles and the four-year Bitcoin pattern 11:49 Are sellers exhausted? ETF flows and market sentiment 13:15 Regulation debate: GENIUS Act and CLARITY Act 15:39 Stablecoins, privacy, and the risk of surveillance finance 19:36 Banks vs crypto: the political battle shaping legislation 25:15 What happens if regulation stalls? 26:17 AI, stablecoins, and the convergence of crypto infrastructure 28:50 Market outlook: Bitcoin, Ethereum, Solana, and altcoin valuations 30:18 Crypto equities vs tokens: where speculation has moved 31:39 Closing thoughts

Episode 229: Monitoring the (ETF) Situation with James Seyffart of Bloomberg Intelligence @alextapscott @JSeyff @Bloomberg @BBGIntelligence @CMCC_Global 0:00 Introduction 1:23 Guest Intro: James Seyffart (Bloomberg ETF Analyst) 2:02 Record inflows: why ETFs keep attracting capital 3:13 The ETF “financial black hole”: replacing funds, derivatives, and structured products 4:37 Active vs passive: the new ETF landscape and fee dynamics 8:15 Democratizing leverage: risks and opportunities for retail investors 11:59 Sector rotation in flows: energy, materials, and industrials surge 16:05 The second-order AI trade: commodities, power, and infrastructure 18:07 Prediction market ETFs and the expanding ETF wrapper 19:57 Crypto ETFs: outflows, basis trades, and renewed inflows 24:04 Bitcoin’s evolving narrative: store of value vs payment rails 27:06 Global rotation: Korea ETFs and international equity flows 30:26 Looking ahead: crypto narratives, AI adoption, and upcoming industry events 39:21 Closing thoughts

Episode 229: Monitoring the (ETF) Situation with James Seyffart of Bloomberg Intelligence @alextapscott @JSeyff @Bloomberg @BBGIntelligence @CMCC_Global 0:00 Introduction 1:23 Guest Intro: James Seyffart (Bloomberg ETF Analyst) 2:02 Record inflows: why ETFs keep attracting capital 3:13 The ETF “financial black hole”: replacing funds, derivatives, and structured products 4:37 Active vs passive: the new ETF landscape and fee dynamics 8:15 Democratizing leverage: risks and opportunities for retail investors 11:59 Sector rotation in flows: energy, materials, and industrials surge 16:05 The second-order AI trade: commodities, power, and infrastructure 18:07 Prediction market ETFs and the expanding ETF wrapper 19:57 Crypto ETFs: outflows, basis trades, and renewed inflows 24:04 Bitcoin’s evolving narrative: store of value vs payment rails 27:06 Global rotation: Korea ETFs and international equity flows 30:26 Looking ahead: crypto narratives, AI adoption, and upcoming industry events 39:21 Closing thoughts

Episode 229: Monitoring the (ETF) Situation with James Seyffart of Bloomberg Intelligence @alextapscott @JSeyff @Bloomberg @BBGIntelligence @CMCC_Global 0:00 Introduction 1:23 Guest Intro: James Seyffart (Bloomberg ETF Analyst) 2:02 Record inflows: why ETFs keep attracting capital 3:13 The ETF “financial black hole”: replacing funds, derivatives, and structured products 4:37 Active vs passive: the new ETF landscape and fee dynamics 8:15 Democratizing leverage: risks and opportunities for retail investors 11:59 Sector rotation in flows: energy, materials, and industrials surge 16:05 The second-order AI trade: commodities, power, and infrastructure 18:07 Prediction market ETFs and the expanding ETF wrapper 19:57 Crypto ETFs: outflows, basis trades, and renewed inflows 24:04 Bitcoin’s evolving narrative: store of value vs payment rails 27:06 Global rotation: Korea ETFs and international equity flows 30:26 Looking ahead: crypto narratives, AI adoption, and upcoming industry events 39:21 Closing thoughts

Episode 229: Monitoring the (ETF) Situation with James Seyffart of Bloomberg Intelligence @alextapscott @JSeyff @Bloomberg @BBGIntelligence @CMCC_Global 0:00 Introduction 1:23 Guest Intro: James Seyffart (Bloomberg ETF Analyst) 2:02 Record inflows: why ETFs keep attracting capital 3:13 The ETF “financial black hole”: replacing funds, derivatives, and structured products 4:37 Active vs passive: the new ETF landscape and fee dynamics 8:15 Democratizing leverage: risks and opportunities for retail investors 11:59 Sector rotation in flows: energy, materials, and industrials surge 16:05 The second-order AI trade: commodities, power, and infrastructure 18:07 Prediction market ETFs and the expanding ETF wrapper 19:57 Crypto ETFs: outflows, basis trades, and renewed inflows 24:04 Bitcoin’s evolving narrative: store of value vs payment rails 27:06 Global rotation: Korea ETFs and international equity flows 30:26 Looking ahead: crypto narratives, AI adoption, and upcoming industry events 39:21 Closing thoughts