Robinhood just launched its own blockchain — and the numbers are wild. Seong Lee, Head of Product for Robinhood Crypto, joins Chris Storaker to explain how Robinhood Chain went from zero to 200 million transactions in a month, why permissionless stock tokens can now be redeemed even if Robinhood disappears, and how everyday users are earning yield through a fully insured DeFi lending product. A must-watch conversation on the future of tokenized finance, meme coins, and real-world assets on chain.

The EIP-8363 Debate: ETH Researchers Want to Kill Staking Rewards After 50% of ETH is Staked

DTCC holds $114 trillion in assets. On July 15th, it showed the world how those assets can be converted into digital tokens, traded in real production conditions, and converted back — without disrupting anything.

Memecoins Eat Everything: Robinhood's Accidental Casino & Base's Identity Crisis Robinhood Chain launched for tokenized stocks — memecoins took over. Base is facing its own memecoin backlash. Joining to break it down: Austin Campbell @CampbellJAustin (@ZKZeroKnowledge) Michael F. Lee @MLeeJr (@lienfiapp) Jason Yanowitz @JasonYanowitz (@Blockworks_) HOST Camila Russo — Founder & CEO, The Defiant

ENS co-founder Nick Johnson is using his voting power to hand ENS's treasury to a Foundation. Is that saving ENS or ending it? Nick Johnson (@nicksdjohnson) and ENS delegate Alex Netto (@alextnetto), who says the plan "marks the downfall of ENS," debate it live, and ENS delegate James Waugh @blockchainjames joins right after. Thursday 10am ET HOST Camila Russo — Founder & CEO, The Defiant

MSTR down ~30% on the week. STRC's effective yield blown out past 15%. mNAV under 1. And Michael Saylor just authorized selling Bitcoin to cover preferred dividends — the one thing he swore he'd never do. On June 30, the day STRC resets to a 12% rate, we sit down with Scott Melker and Kaleo to break down whether this is disciplined capital management or the first real crack in the Bitcoin treasury model. HOST Camila Russo — Founder & CEO, The Defiant

MoneyGram has been quietly building on blockchain for over five years. Now, with its own stablecoin (MGUSD), a Kraken partnership, a validator seat on the Tempo network, and $2B+ in stablecoin settlements already running — the pace is accelerating.

The Ethereum Foundation just cut 20% of its staff and 40% of its budget, marking a deliberate shift to a narrower scope. In response, a new organization backed by SharpLink, Bitmine, and Joseph Lubin has emerged: ETH Labs. Camila Russo talks with Joseph Chalom (SharpLink) and Victor Bunin (Coinbase) about what this new entity is meant to do, how it's funded, and whether Ethereum's shift toward decentralized, multi-organization stewardship is the right path forward. Topics covered: Why ETH Labs was created, who's backing it, and what problems it aims to solve that the EFF is stepping away from The overlap — and potential competition — between ETH Labs' priorities and the Ethereum Foundation's new focus How ETH Labs will be funded, its non-profit structure, and safeguards against funder capture The tension between what's good for ETH the asset versus what's good for Ethereum the protocol Why subsidizing L2 activity was a rational growth strategy, not a mistake What's coming in the Glamsterdam/Glastonbury upgrade — quantum resistance, higher throughput, native privacy, and synchronous composability Centralized versus decentralized leadership: comparing Ethereum's fragmented governance model to Solana's more centralized approach Guests: Joseph Chalom (SharpLink Gaming) and Victor Bunin (Coinbase) Host: Camila Russo, The Defiant

Strategy's preferred stock, STRC, recently hit an all-time low of $82 — well below its $100 peg — and Michael Saylor made his first-ever Bitcoin sale. Camila Russo sits down with Austin Campbell (Zero Knowledge) and Jeff Dorman (Arca) to break down whether Strategy's Bitcoin-buying machine is running into real trouble, and what it means for Bitcoin itself. Topics covered: Why Strategy's capital structure — debt, preferred equity, and common stock — creates competing pressures that Bitcoin's price alone can't solve The case against calling this a "death spiral," and why a slow, melting-ice-cube scenario is more likely than a collapse What it would take for MSTR to become an attractive buy, and how to think about its real discount to Bitcoin holdings The risks and trade-offs of buying Strategy's preferreds and converts versus the common stock Why Saylor's decision to buy back convertible debt early may have spooked the market How this story is accelerating a bigger shift: separating the Bitcoin narrative from the broader blockchain growth story Guests: Austin Campbell (Zero Knowledge Consulting) and Jeff Dorman (Arca) Host: Camila Russo, The Defiant

Years before AI became the dominant narrative in tech, NEAR was already positioning itself as "the AI blockchain." Camila Russo sits down with NEAR co-founder Ilya Polosukhin — co-author of the seminal "Attention Is All You Need" paper — to discuss whether this moment feels like vindication, and where NEAR fits into the AI landscape now that everyone else has caught up. Topics covered: Why decentralized AI and blockchain need each other, and how NEAR uses secure enclaves to deliver verifiable, low-cost inference The case for decentralized AI as "freedom technology," and Ilya's take on Anthropic's Claude Fable 5 export-control shutdown and AI censorship more broadly NEAR's standout token performance this year, reduced inflation, and the new fee-generating model behind NEAR Intents How NEAR Intents work as a cross-chain matching layer, and the rise of confidential balances and private transactions Why Ilya believes blockchains will increasingly be used by AI agents rather than humans — and what that means for NEAR's roadmap NEAR's evolving agent marketplace and vision for AI-driven commerce beyond simple stablecoin payments Guest: Ilya Polosukhin, Co-founder of NEAR Protocol Host: Camila Russo, The Defiant