Bankless

What would it take for private money to work at global scale? Zcash co-founder Sean Bowe and ZK researcher Dev join David Hoffman to unpack the next chapter of Zcash, from Tachyon's ambitious scaling roadmap to the challenge of building private wallets that actually work.

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🛡️VIZOR | THE WALLET ZCASH DEVS USE
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TIMESTAMPS

0:00 Why Zcash Matters Now
07:53 AI Makes Privacy Urgent
11:20 The Zcash Development Roadmap
17:33 Privacy Without Compromises
25:26 Scaling Zcash With Tachyon
39:42 Private Wallets and Proof of Work
41:06 Zcash's Quantum Defense Roadmap
1:00:53 AI Threats and Formal Verification
1:12:53 Security Through Multiple Assumptions
1:19:37 Why Payments Come First
1:25:54 Funding Proof-of-Work Security
1:29:34 Governance and Coinholder Voting
1:34:53 ZEC Price and Protocol Threats

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RESOURCES

Sean Bowe
https://x.com/ebfull

Dev Ojha
https://x.com/zkDragon

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Venice’s Head of Strategy, Jon joins David for the October $VVV community call to unpack Venice crossing 5M users and 1T daily tokens, $1M+ in monthly $VVV burns, the DeepSeek-powered growth surge, accelerating AI video demand, the new $VVV ETP, private AI in an era of rising data breaches, and what comes next.
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TIMESTAMPS
0:00 Intro
0:21 September AI Update
2:12 Token Growth Surge
8:36 Emissions and Diem Supply
16:10 Burn Mechanics Explained
23:40 OpenAI Privacy Controversy
32:00 Data Retention Warnings
35:52 Anthropic's Retention Shift
39:24 Privacy Boosts Venice
43:03 Minds and Model Combinations
52:48 Staking and Burn Questions
55:47 Data Center and Near
59:37 Lumara Film Festival
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Binance was hit by a $6 billion hack. What happens when the stolen crypto starts moving? TRM Labs' Ari Redbord joins David Hoffman to unpack the frantic first hours of the response, how stablecoin issuers froze billions, and the clues pointing investigators toward North Korea.

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🌍 RIPIO | LOCAL CURRENCIES, ONCHAIN
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🛡️VIZOR | THE WALLET ZCASH DEVS USE
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TIMESTAMPS

00:00 The $6B Binance Hack
01:38 Inside TRM's War Room
03:29 Freezing Billions and Tracking Funds
08:51 Law Enforcement and Attack Clues
13:50 Why North Korea Is Different
21:26 The Regulatory Fallout for Crypto
24:53 AI and the Next Cyber Threat
27:43 Securing Crypto After the Attack

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RESOURCES

Ari Redbord
https://x.com/ARedbord

TRM Labs
https://www.trmlabs.com/

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures

Bitcoin to $57K or a new bull market? Ryan and David unpack the wildly conflicting price predictions, Hyperliquid’s Wall Street breakthrough, the fight over tokenized stocks, Robinhood Chain’s revenue collapse, and Zcash’s governance controversy.

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BANKLESS SPONSOR TOOLS:

🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK

https://bankless.cc/near2026

🛡️VIZOR | THE WALLET ZCASH DEVS USE

 https://bankless.cc/vizor

🌎RIPIO | LOCAL CURRENCIES, ONCHAIN

https://bankless.cc/ripio

🎯THE DEFI REPORT | ONCHAIN INSIGHTS

https://thedefireport.io/bankless

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TIMESTAMPS & RESOURCES

0:00 Intro

0:12 Bitcoin's $57K Warning & Macro Fears

https://x.com/Jason/status/2114956980674605075

https://x.com/KobeissiLetter/status/2115504620219007201

https://polymarket.com/event/fed-decision-in-december

10:17 Bitcoin Price Predictions: $200K to $1.6M

https://x.com/willywoo/status/2114852726337347670

https://x.com/intangiblecoins/status/2114730275242426648

https://x.com/Bitwise/status/2115494114980458741

https://x.com/coinbureau/status/2114690544588996809

https://x.com/TrustlessState/status/2115791352579391896

24:30 Hyperliquid's Wall Street Breakthrough

https://x.com/tradexyz/status/2115755854125478285

https://x.com/standuquesne/status/2115777839622689036

https://x.com/elonmusk/status/2115823011399938182

https://x.com/NYSE/status/2115802359959790069

31:43 The War Over Tokenized Stocks

https://www.theblock.co/news/business/2026-10-05-okx-ice-joint-venture-tokenized-stock-trading-417613

https://x.com/mikemaccana/status/2114427237521117472

https://x.com/toly/status/2115483790109974844

https://x.com/haydenzadams/status/2115648239525585168

44:45 Robinhood Chain's Revenue Collapse

https://x.com/ceterispar1bus/status/2115402880253300753

https://x.com/AltcoinDaily/status/2115205102533509141

https://x.com/econoar/status/2114838303266705789

52:58 Zcash's $125M Dev Fund Controversy

https://x.com/Bankless/status/2115433097822949732

https://x.com/ebfull/status/2114911107718742451

59:16 Venice's $1M Token Burn & Buyback Debate

https://x.com/TrustlessState/status/2115565172047675604

https://x.com/TrustlessState/status/2115132856934535434

https://x.com/tulipking/status/2115270309309829334

https://x.com/fejau_inc/status/2008302312402686110

1:04:30 Ethena's 12% Yield & Anthropic's $2T IPO

https://x.com/ethena/status/2115413879840989651

https://x.com/KobeissiLetter/status/2114710153417118191

https://x.com/socialcapital/status/2114740894914187557

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Not financial or tax advice. See our investment disclosures here:

https://www.bankless.com/disclosures

Is crypto building a freer financial system, or giving Wall Street and Washington new ways to control it? Former CFTC Chairman Chris Giancarlo returns to Bankless to unpack crypto's political battles, why he believes Wall Street will move onto digital rails by 2040, and what the 2008 financial crisis taught him about the limitations of traditional finance. Plus, the evolution of Bitcoin futures and perpetuals, the debate over stablecoins and CBDCs, and why financial privacy may matter more than the technology itself. His new book, The New Adventures of CryptoDad, brings these questions into focus.

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🌍 RIPIO | LOCAL CURRENCIES, ONCHAIN
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🎯THE DEFI REPORT | ONCHAIN INSIGHTS
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👑BANKLESS CONTENT MCP
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TIMESTAMPS

00:00 CryptoDad's New Mission
04:36 How Crypto Became Political
12:16 Why the SEC Crackdown Failed
17:09 Bitcoin Futures, Perps, and Regulation
27:54 Passing the CFTC Baton
33:52 Who Controls Digital Finance?
39:40 The 2008 Banking Blind Spot
45:31 Wall Street Moves Onchain
50:52 Privacy and the Digital Dollar

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RESOURCES

Christopher Giancarlo
https://x.com/giancarloMKTS

The New Adventures of CryptoDad
https://www.amazon.com/New-Adventures-CryptoDad-Digital-Century/dp/1394431228

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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures