Why "Just Build" Fails: We Break It Down then Call BS On Old News Recycled | Ep 420
Goodnow revolutionaries–
We call out the recycled ETF news cycle—BlackRock filed for Ethereum staking months ago but everyone's pretending it's breaking. Will explains why this actually matters: spot holders are about to migrate because who stays in a product that doesn't earn interest?
CFTC quietly changed the rules on crypto collateral. We break down what Bitcoin, ETH, and USDC as derivatives collateral means for capital velocity.
Coinbase just integrated into PNC Bank. We walk through why this is huge—private banking clients trade Bitcoin without leaving their bank interface, and Base gets…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.