Zortix
Ask Zortix…⌘K
Get the digest
Everything the podcasts said · one show
Bankless
≈ daily
Follow

Ethereum and DeFi-focused crypto investing show.

In the last 30 days, Bankless produced 158 attributed ideas.

49
Ideas · 7d
158
Ideas · 30d
803
Ideas · all time
253
Episodes

Theses first heard here · 19

Near ETF as an AI and crypto convergence playFIRST HEARD 2 OCT · NRR
Tokenization as crypto's product-market fitFIRST HEARD 21 SEP
Bitcoin's macro resilience overrides rate hike fearsFIRST HEARD 18 SEP
AI privacy demand as a tailwind for NEARFIRST HEARD 11 SEP
Treasury buybacks are not QEFIRST HEARD 28 AUG
Latest attributed ideas · most recent first
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
Full financial system on digital rails by 2040
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
SEC's rogue enforcement under Gensler
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
Blockchain transparency prevents 2008-style crises
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
Crypto's political shift post-Sam Bankman-Fried
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
Current US financial system as a surveillance regime
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
Digital dollar as a privacy standard
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
Wall Street's resistance to financial innovation
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
Stablecoins already under full surveillance
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
Perpetuals not novel for CFTC
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
CFTC's mastery of crypto derivatives markets
Open in Zortix →
27 OCTTODAYWall Street, Regulation, and the Future of Money | J. Christopher Giancarlo
Financial futures enabled globalization
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Asset allocation across four liquidity regimes
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Bitcoin as a high-octane global liquidity hedge
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Rising bond yields driven by growth, not fiscal fears
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Yield volatility control via Treasury buybacks
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Fed and Treasury managing liquidity, not just rates
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Gold to double in a decade on debt monetization
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Liquidity cycle leads real economy by 18 months
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Global liquidity to double in a decade
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Bitcoin as early liquidity cycle signal
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Rising yields risk for high-yield AI borrowers
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Portfolio allocation: gold and Bitcoin on weakness
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Bitcoin outperforms crypto in liquidity downswing
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
MOVE index as a key liquidity indicator
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
AI is a transformative revolution, not a guaranteed market winner
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Shorter-duration debt issuance as liquidity positive
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
TIPS as a rare real-yield hedge
Open in Zortix →
26 OCTYESTERDAYWhat Is Bitcoin Telling Us?
Bitcoin as a long-duration asset sensitive to yields
Open in Zortix →
24 OCT3D AGOBlack October! What Is Happening to the Internet?
AI makes hacking cheap and scalable
Open in Zortix →
24 OCT3D AGOBlack October! What Is Happening to the Internet?
Defense lags offense for next 12-18 months
Open in Zortix →
Browse all shows →The weekly signal →Monthly attention report →Run this show? Claim this page →What Zortix will never do →
IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION