PREMIUM - Preston Van Loon, Uma Roy, DeFi Dave | David's Personal Research
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In this bonus episode of the Bankless podcast, we highlight insights from three guests featured in the Bankless premium feed. Uma Roy from Succinct discusses the Succinct Prover Network's role in enhancing Ethereum's transaction capabilities. Preston Van Loon outlines the upcoming hard forks Fusaka and Glamsterdam, along with essential privacy innovations. DeFi pioneer Dave from CapMoney presents a novel stablecoin model that combines yield-generating strategies with risk mitigation. Join us for a glimpse into the innovative advancements shaping the crypto world!
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TIMESTAMPS
0:00 Intro
1:28 Uma Roy’s Insights on Succinct Prover Network
7:50 Ethereum Roadmap with Preston Van Loon
14:30 DeFi Innovations with DeFi Dave
20:11 Conclusion and Call to Action
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Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
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ROLLUP: One Chart Determines if We're in a Bull or Bear Market
In the 2nd Weekly Rollup of Flat-tember, we discuss whether the crypto bull market is over amid rising unemployment and market uncertainty. We cover stablecoin competition for Hyperliquid partnerships, Justin Sun's frozen WFLI tokens, and Nasdaq's tokenized equities. With Ethereum leading in asset tokenization, they also reflect on lost SEC Chair Gensler's texts and the rise of DAOs, alongside major moves from Fidelity and Robinhood.
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Bankless Weekly Rollup: 2nd Week of September, 2025
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TIMESTAMPS & RESOURCES
0:00 Intro
3:42 Markets
https://www.reuters.com/business/us-unemployment-rate-near-4-year-high-labor-market-hits-stall-speed-2025-09-05/
https://fred.stlouisfed.org/series/UNRATE
https://www.reuters.com/business/cooler-us-producer-inflation-hints-softening-demand-2025-09-10/
https://polymarket.com/event/fed-decision-in-september
https://thedefireport.io/research/markets-are-nearing-an-inflection-point#global-liquidity
https://x.com/EricBalchunas/status/1965381497936117794
https://x.com/SharpLinkGaming/status/1965385468360741042
https://x.com/DefiIgnas/status/1965412886731538686
https://x.com/amitisinvesting/status/1965031182443139242
https://blockworks.co/news/samani-expected-chairman-solana-treasury
https://x.com/smyyguy/status/1965054449212342629
https://blockworks.com/analytics/treasury-companies/market-data
https://x.com/RyanSAdams/status/1965118547052695588
https://beincrypto.com/fidelity-tokenized-treasury-fund-on-ethereum/
https://x.com/RyanSAdams/status/1965152999963328571
29:30 Justin Son WLFI Frozen
https://x.com/molly0xFFF/status/1963684142454894967
https://x.com/QuintenFrancois/status/1963882897909145937
https://www.coingecko.com/en/coins/world-liberty-financial
https://x.com/jconorgrogan/status/1963665497393975324
https://x.com/0xNonceSense/status/1963654615947514277
https://x.com/worldlibertyfi/status/1964081164408250558
https://x.com/jconorgrogan/status/1963665740109893656
https://x.com/justinsuntron/status/1963807543983263802
https://x.com/ASvanevik/status/1963761428445442341
35:35 Hyperliquid USDH Bidding War
https://www.bankless.com/read/hyperliquids-usdh-bidding-war
https://x.com/DefiIgnas/status/1965370023377248437
https://polymarket.com/event/who-will-win-the-usdh-ticker-159?tid=1757505856052
https://x.com/0xfoobar/status/1965445696032846173
https://x.com/hosseeb/status/1965520465172328717
42:15 MegaETH Stablecoin
https://x.com/megaeth_labs/status/1965082874627199414
47:30 Ronin and Upbeat Join OP Stack L2
https://x.com/Ronin_Network/status/1965220031320793442
https://giwa.io/home
https://coinmarketcap.com/rankings/exchanges/
https://x.com/hildobby/status/1965820218854486232
50:56 Robinhood Joins S&P 500
https://x.com/WatcherGuru/status/1964078422050681221
https://www.tradingview.com/chart/1CDu50yK/?symbol=NASDAQ%3AHOOD
52:45 Gary Gensler’s Missing Texts
https://x.com/EleanorTerrett/status/1963731865577127980
https://x.com/haydenzadams/status/1964471380403245525
https://x.com/NateGeraci/status/1963780017281765392
https://x.com/lex_node/status/1642242646931300353
56:36 Senate Clarity Act
https://x.com/jchervinsky/status/1965465751122592119
58:15 Nasdaq Seeks Tokenized Stocks
https://www.coindesk.com/policy/2025/09/08/nasdaq-seeks-nod-from-u-s-sec-to-tokenize-stocks
1:01:15 Robinhood Social
https://x.com/RobinhoodApp/status/1965589746937446623
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Tokenized Stocks: The $100 Trillion Onchain Shift | Ondo Finance Ian De Bode & Nathan Allman
Ryan & David sit down with Ondo Finance’s Nathan Allman and Ian De Bode to map the path from stablecoins to tokenized treasuries to tokenized stocks.
We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/5 primary markets with 24/7 secondary markets, Defi composability and liquidity at fair prices.
Ethereum and Ondo are leading a $100T onchain migration you can’t miss.
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TIMESTAMPS
0:00 Intro
5:55 Is Business Booming?
7:59 Are RWAs Inevitable?
12:50 Tokenized Treasuries
19:13 Tokenization Roadmap
24:17 Types of Tokenized Treasuries
31:40 What’s Holding the US Back?
37:08 Tokenized Stocks
41:04 Tokenized Stocks Liquidity
50:56 Property Rights
56:25 Is Permissionless Tokenization Possible?
1:04:32 24/7 Markets?
1:07:52 Ondo Global Markets
1:10:54 Why Ethereum?
1:12:08 Stocks Meet DeFi
1:19:26 What Chains will RWAs Settle On?
1:32:41 Is Wall Street Ready?
1:34:29 What’s Next?
1:36:00 Closing & Disclaimers
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RESOURCES
Ian
https://x.com/iandebode
Nathan
https://x.com/nathanlallman
Ondo Finance
https://ondo.finance/
Ondo Global Markets
https://app.ondo.finance/
RWAs Overview
https://app.rwa.xyz/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Hyperliquid’s Rise: Revenue, Valuation & Risks | Michael Nadeau
Hyperliquid is less than a year old, yet it’s already rivalling Ethereum and Solana in revenue. In this episode, Ryan and Michael from the DeFi Report dive deep into the rise of crypto’s hottest exchange: from its fair-launch token drop to its Binance-like UX, to why whales and builders can’t get enough of it.
We cover the project’s inception story, the ecosystem forming around HyperEVM, and the unique buyback model funnelling millions back into its token. Along the way, we unpack tough questions about valuation, decentralization, and regulatory risk.
Is Hyperliquid the future of on-chain trading or just another bull market phenomenon? Tune in for a full breakdown of the fundamentals, the risks, and the potential upside.
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TIMESTAMPS
0:00 Intro
1:47 Hyperliquid’s Revenue Surge
6:33 Valuation Questions
13:42 Product Experience & Growth Flywheel
18:16 The Team Behind Hyperliquid
20:14 Ecosystem Expansion
24:33 Decentralization & Risks
33:34 Regulation, AML, and KYC
38:35 Tokenomics & Buybacks
49:18 Valuation Comparisons
57:15 Closing Thoughts
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RESOURCES
Michael Nadeau
https://x.com/JustDeauIt
The DeFi Report
https://x.com/the_defi_report
Hyperliquid (HYPE)
https://x.com/HyperliquidX
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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Stripe’s Trillion-Dollar Bet: How Stablecoins Eat Global Payments | Founder of Bridge Zach Abrams
Zach Abrams—co-founder of Bridge, acquired by Stripe—joins Ryan to unpack Stripe’s stablecoin strategy and why tokenized dollars are poised to devour global payments.
We cover Bridge’s sale to Stripe, how “fiat L1 / stablecoin L2” rails unlock faster, cheaper cross-border payouts (from startups to government aid), the case for many issuer- and app-specific stablecoins with better yield sharing, and what the Tempo chain targets for payment-scale throughput, privacy, and finality.
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TIMESTAMPS
0:00 Intro
6:28 Zach’s Founder Arc
15:47 Fintech x Crypto Convergence
18:55 Founding Bridge in the Dark Times
22:42 Traditional Payment Inefficiencies
26:21 Bridge 101
42:00 Traditional Bank Pushback
42:17 Stablecoin Treasuries
50:22 Post-Genius Stablecoin Market
59:27 Fintech in 5 years
1:05:01 Tempo L1
1:13:30 Too Many Blockchains
1:17:25 Exiting TradFi
1:20:49 Getting Stablecoins to Trillions
1:25:28 Stripe x Crypto
1:29:44 AI Stablecoin Users
1:32:32 Closing & Disclaimers
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RESOURCES
Zach Abrams
https://x.com/zcabrams
Tempo
https://tempo.xyz/
Bridge
https://www.bridge.xyz/
Stripe
https://stripe.com/
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
Italia