The blocmates Podcast

State of the market right now  Crypto.com launches 'OG'   ai16z's report breakdown - Why AI needs crypto

It might be a bear market but we still can't fit all of this shit into an hour-long pod.  The Moltbot guys hates us, Vitalik says L2s are redundant, Hyperliquid ships HIP-4, and we've learned that even Epstein thought that crypto was morally wrong. Don't forget you're here forever.  Thanks to Hersch (@tittyrespecter) for joining us this week. 

rentahuman.ai - is this AI's genie out of the bottle moment? Vitalik puts a fork in the L2 roadmap  Tom Lee cope-posts as BMNR down $6.6 billion 

Saylor adds to Strategy's stack as Bitcoin flirts with his cost average HIP-04 TLDR and Jeff's past  Polymarket lands on Jupiter 

Bitcoin crashes to 81k amid a trio of headwinds  Tether wants to become the "gold central bank" A-Z of the Binance backlash on CT  

Grant and Alex discuss why sentiment feels pretty low across the industry at the moment, especially for crypto. One day away, and you're behind in the AI news, while opportunity feels difficult to spot. We're even desperately trying to claw the AI folks into our tokenization mess, just so we can feel SOMETHING.  There are brighter days ahead; it all feels like a transitional period we&ap...

New Hyperliquid listings  HIP-3 markets go bananas  Tether coming for the full enchilada with USAT  Pump.fun hits highest buy back since September - Are we back?

Mid-week macro updates - Magnificent 7 earnings & FOMC  ERC8004 to be rolled out on Ethereum mainnet on Thursday Kinetq HIP3 markets and K points Aster airdrop napkin math (99% choose to hodl for 3-months

In this thesis episode, we break down why adoption can accelerate while token holders underperform, what “value capture” really means, and the areas we think will matter most going into 2026.

Hyperliquid's HIP-3 markets hit $804 million in OI    Saylor buys 2,932 BTC, absorbing more than miners produce Polymarket x MLS - first major US sports league partnership Your MegaETH ecosystem guide 

Macro updates: State of Japan's bond market   ZachXBT tracks down the man who hacked the US government's seized crypto TLDR of Ethereum's Post-Quantum  era SEC drops its suit against Gemini Exchange  Upcoming IPOs: CertiK & Ledger  Was Peter Schiff right all along? 

In 3-5 years, "literally billions" of AI agents will use crypto and stablecoins - Circle's Jeremy Allaire  MLMabc breaks down Hyperliquid team unlocks being OTC'd to a DAT Game changer for private DeFi: Railgun is rolling out Railgun Connect  MetaDAO futarchy vote: MM or no MM?  

Trump’s Greenland deal   Is Solana Mobile's Seeker going to the moon?  AI coins to add to your radar  Ondo Finance's onchain equity push  Ark Invest's BTC target for 2030

Key industry stats roundup Saylor adds over $2 billion in BTC Bitmine is aggressively pursuing its "Alchemy of 5%" goal, nearly 74% there Netherlands to start taxing unrealized capital gains   W for ZCash - Winkelvoss twins gift Shielded Labs over $1.2 million Seeker airdrop goes live

NYSE to create platform for 24/7 tokenized equity trading Coinbase and Circle to power Bermuda's transition to an onchain economy Pumpdotfun unveils $3 million "Build in Public" initiative  blocmates' 2026 thesis goes live on the site  

Macro pressure mounts as Trump hits NATO allies with Greenland tariffs Analyzing Bags app's volume spike  Trove ICO smells like a scam, MLM on the scene ZachXBT receives 10,000 HYPE tokens from the Hyperliquid Team

Nikita nukes info-fi Claude AI meta kicks up a gear Sport.fun debuts its $FUN token  What's up with Pump.fun? Clarity act latest updates

TR joins this week for a general chat about the state of things online and where the world’s going. The Delphi research man has a view that you may as well edge towards optimism when it comes to the rapid developments of tech in our society, because why have it any other way? We talk about the algorithm changes, if crypto still has a future and where we’ll end up with tokens. 

Meta lays off 1500 staff from metaverse division Coinbase withdraws support from crypto market structure bill  SEC brings an end to ZCash investigation Are Hyperliquid competitors running out of catalysts?

US inflation data updates  Trump's roadmap for the Fed  CoinGecko's sale plans 21Shares' latest Gold, Bitcoin ETP launch

Former New York Mayor, Eric Adams, allegedly orchestrates $3.5 million rug pull Progress made on Clarity Act, committee set to meet on Thursday Saylor buys $1.25 billion worth BTC Pump.fun moves ICO raise funds, where did they go? Looking for market neutral yield? Check out our latest article on Neutrl

Trump threatens Powell and Fed independence  X to roll out "smart cashtags" Tether freezes funds as privacy meta moons Pump.fun to make changes to creator fees  

What's up with Zcash? Vitalik's cypherpunk arc All updates w.r.t. Optimism and buybacks

Wyoming launches its own stablecoin   Polymarket goes exclusive with Dow Jones and WSJ Discord files for IPO Solana Seeker seals TGE date