State of the Nation

A collection of 424 posts

Podcast

Do We Need Another L1? - Inside Monad’s Parallel EVM with Co-Founder Keone Hon

Monad just launched Mainnet!

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Podcast

A Network Theory of Money | Luca Prosperi

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Podcast

Scaling Ethereum 2026: Why & How? | Ansgar Dietrichs

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Podcast

Ethereum's DeFi Centric Strategy | Dankrad Feist

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Podcast

How Ethereum Changed Argentina | Mariano Conti

Podcast

Defensive Investing for an AI Bubble | Ruchir Sharma's Hedge Rules

America isn’t just leading the AI race; it’s increasingly built on it.

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Podcast

PREMIUM - Gwart: Ethereum security vs usage, Solana UX, Tempo rails & Bitcoin

Podcast

Ethereum Beast Mode - Scaling L1 to 10k and Beyond | Justin Drake

Justin Drake unveils “Lean Ethereum,” a bold blueprint to make the base layer dramatically faster and cheaper, without turning it into a datacenter chain.

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Podcast

PREMIUM - Espresso: The Base Layer for Rollups | Ben Fisch & Jill Gunter

Podcast

The Stablecoin Chain Wars: Codex’s Bet on On-Chain FX | Cofounder Haonan Li

Payment chains are heating up. Not every “stablecoin chain” is playing the same game.

Podcast

x402: The Key to Internet Money, Micropayments & The AI Agent Economy | Sam Ragsdale

Micropayments were always meant to be part of the internet, but the technology never existed to make them work.

Podcast

Land: The $180 Trillion Asset That Runs the World | Mike Bird, The Economist

Land isn’t just dirt under buildings—it’s the world’s oldest, strangest asset, worth an estimated $180T, quietly steering credit cycles, politics, and who gets to build the future.

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Podcast

PREMIUM - Liquity V2: The Most Bankless Stablecoin? | CEO Michael Svoboda

Podcast

How Crypto Neobanks Work: Frax, Cards, and Visa’s Role | Sam Kazemian

Neobanks might be the quiet coordination hack that makes Visa optional.

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Podcast

PREMIUM - MegaETH: The First Real-Time Blockchain | Namik Muduroglu & Shuyao Kong

Podcast

State Of Crypto 2025 | a16z Crypto — Eddy Lazzarin & Daren Matsuoka

a16z crypto’s CTO Eddy Lazzarin and partner Daren Matsuoka return for our annual State of Crypto to map where 2025 really is on the curve.

Podcast

Why This Crypto Cycle is Over | Michael Nadeau's DeFi Report #7

Markets are see-sawing, what the ochain data shows

Podcast

Is Lighter Ethereum's L2 Perp DEX? | Founder Vlad Novakovski

Vlad Novakovski makes the trader-first case for Lighter—a ZK Ethereum L2 perps DEX—unpacking the Oct 10 liquidation stress test, ADL vs. LLP, and the bigger L2-vs-L1 stakes.

Podcast

Exposing Binance's Listing Fees | CJ Hetherington

Unpacking the recent crypto Twitter drama

Podcast

The Bull Case For Prediction Markets | Ryan & David

Why prediction markets 100x from here

Podcast

Why China Builds Faster Than America & The Rest of the World | Dan Wang

Ryan and David sit down with Dan Wang, author of Breakneck: China’s Quest to Engineer the Future, to unpack China’s “engineers-in-charge” model versus America’s “lawyerly” governance.

Podcast

The State of Authoritarian Tech | Steven Feldstein

Authoritarian regimes are upgrading their playbook — from surveillance cameras and spyware to algorithmic censorship and AI-driven policing.

Podcast

Was That the Top? Bitcoin, ETH, & Q4 Setup | Michael Nadeau's DeFi Report #6

Onchain signals point to a Q4 breakout, not a cycle peak

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Podcast

Ethereum’s World’s Fair: Devconnect 2025 In Buenos Aires | Nathan Sexer, EF's Head of Events

Podcast

What's Next for Crypto ETFs, ETFs vs DATs, Crypto ETF Explosion & Institutional Inflows | James Seyffart

James Seyffart joins us to map the crypto ETF boom: what’s real, what’s next, and who’s actually buying.