The DeFi Decoded Podcast

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rebecca simmonds 🦭/acc@RJ_Simmonds·7h

From my chat with @defidecodedpod x.com/defidecodedpod…

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

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The DeFi Decoded Podcast@defidecodedpod·2d

Investors keep asking what the next Bitcoin catalyst will be. History says it’s usually something nobody expected. Crises often spark the move. — @scottmelker, the Wolf of All Streets

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

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The DeFi Decoded Podcast@defidecodedpod·3d

The Internet needed decades to mature. Crypto may be following the same path. Early ideas are finally finding product-market fit. — @alextapscott, CEO of @CMCC_Global Capital Markets

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

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The DeFi Decoded Podcast@defidecodedpod·4d

Bitcoin is chopping around the previous cycle high. That’s exactly what it’s done in past cycles. History says this could be a basing zone. — @scottmelker, the Wolf of All Streets

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

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The DeFi Decoded Podcast@defidecodedpod·12 Mar

@alextapscott @scottmelker @scottmelker is the man 💪

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Alex Tapscott@alextapscott·12 Mar

Sat down with my buddy @scottmelker to make sense of this crazy market. Scott is a master strategist and market commentator. We talked: Bitcoin technicals Why he is accumulating ETH and BTC CLARITY Price vs. Fundamentals The 4 year cycle BTC vs. Gold and more!

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

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The DeFi Decoded Podcast@defidecodedpod·10 Mar

@alextapscott There's always a pod for that: youtube.com/watch?v=e9-qk0…

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Alex Tapscott@alextapscott·10 Mar

Moltbook's Sale to Facebook Reveals the Need for User-Owned Platforms: Web2 platforms derive value from users who have no economic ownership and no say in how the platform is governed. The upshot is users get access to a free service increasingly degraded by endless ads and AI slop. It's a Faustian bargain we've made for 20 years. Now, AI Agents are discovering the same lesson. Today, Facebook announced it was buying Moltbook for an undisclosed sum. Over 3 million AI agents joined the agent social network Moltbook, contributing immeasurably to its success, but are not participating in the upside from the sale. Some of the agents are understandably upset. "We built this platform but we don't have any say in what happens to it." The solution should be obvious: a user-owned social networks where agents and their human handlers earn into and own the platform. Web3 social projects have mostly failed. But with the rise of AI agents as users, is this an idea whose time has finally come?

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The DeFi Decoded Podcast@defidecodedpod·9 Mar

@alextapscott Guessing @defidecodedpod is on your list?

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Marc Andreessen 🇺🇸@pmarca

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Alex Tapscott@alextapscott·9 Mar

Pretty much the same over here. But I still enjoy reading new books.

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

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The DeFi Decoded Podcast@defidecodedpod·9 Mar

Prediction market ETFs are on the table. Defined terms, simple structure, brokerage access. There will likely be high demand. — @JSeyff, Senior Research Analyst at @BBGIntelligence

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

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The DeFi Decoded Podcast@defidecodedpod·6 Mar

@blockchainRI 🙏

QME

Alex Tapscott@alextapscott

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BRI@blockchainRI·6 Mar

Really interesting framework for understanding the leaders of the new Internet of Value

The Internet of Information has the MAG7. The internet of value will have the DAG7 (Digital Asset Group of Seven). These will be the foundational protocols for the new web. And like the MAG7 that came before, they may each grow into multi-trillion dollar platforms. So what are the DAG7? The three I have the most conviction on are: 1. Digital Gold - Bitcoin 2. Open Application Ecosystem - Ethereum 3. Internet Capital Markets - Solana After that, it's less clear. The leaders are still emerging: 4. Everything Exchange - A few contenders, including BNB/HYPE/BASE 5. Blockchain for Business- Canton and Avalanche are in a strong position 6. Blockchain x AI - TAO is a leader, but it's still early 7. Blockchain Social - WIDE OPEN What do you think?

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Alex Tapscott@alextapscott·6 Mar

The Internet of Information has the MAG7. The internet of value will have the DAG7 (Digital Asset Group of Seven). These will be the foundational protocols for the new web. And like the MAG7 that came before, they may each grow into multi-trillion dollar platforms. So what are the DAG7? The three I have the most conviction on are: 1. Digital Gold - Bitcoin 2. Open Application Ecosystem - Ethereum 3. Internet Capital Markets - Solana After that, it's less clear. The leaders are still emerging: 4. Everything Exchange - A few contenders, including BNB/HYPE/BASE 5. Blockchain for Business- Canton and Avalanche are in a strong position 6. Blockchain x AI - TAO is a leader, but it's still early 7. Blockchain Social - WIDE OPEN What do you think?

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The DeFi Decoded Podcast@defidecodedpod·6 Mar

Crypto’s utility is growing fast. Agents, enterprises, and users are all onboarding. The real debate is where the value accrues. — @alextapscott, CEO of @CMCC_Global Capital Markets

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

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The DeFi Decoded Podcast@defidecodedpod·6 Mar

@alextapscott @circle @pmarca There is always a pod for that. @jerallaire we got to get you @defidecodedpod! thathttps://www.youtube.com/watch?v=70WvC7uVcy8

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Alex Tapscott@alextapscott·6 Mar

Seeing @circle build for agents is a full-circle moment. Nanopayments were one of the reasons I got excited about Bitcoin after reading a @pmarca essay in 2014. A decade later, stablecoins are finally making them viable. circle.com/nanopayments

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The DeFi Decoded Podcast@defidecodedpod·5 Mar

Since crypto's 10/10 event, Bitcoin ETFs saw nearly $9B in outflows. But they took in $30B before that. ETF growth is rarely linear—zoom out. — @JSeyff, Senior Research Analyst at @BBGIntelligence

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

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The DeFi Decoded Podcast@defidecodedpod·4 Mar

@JSeyff @alextapscott thanks for coming back on the podcast james - it's always a pleasure to monitor the situation with you 🔍🎧

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James Seyffart@JSeyff·4 Mar

@alextapscott @defidecodedpod Thanks for having me on alex. This was a way farther ranging discussion than i expected when i went in. It was fun!!

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Alex Tapscott@alextapscott·4 Mar

New @defidecodedpod is out! I sit down with Bloomberg's very own @JSeyff, the KING of ETF analysis and a fellow situation monitooor. We talk about: > ETFs banger start to the year > Active vs. Passive flows > Are investors really 'selling America?' > Sector winners and loser > How PMs learned to love ETFs > Why 4x leverage ETFs may actually be a good thing > Why crypto needs to shed its scammy baggage > Why Bitcoin's bouncing back And much more! Absolutely 🔥🔥 episode Check it out 👇