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1–4 of 4

TitreDateDurée
The State of Bitcoin Treasuries with Jack Mallers24 Jun 202600:27:18

In Episode 4 of The Starting Block, Head of Multimedia at The Block Gareth Jenkinson is joined by Strike and Twenty One CEO Jack Mallers at BTC Prague.

OUTLINE
00:00 - Introduction
03:27 - What Strike's User Data Is Telling Him
06:32 - Why Bitcoin-Backed Lending Is His Most Successful Product
11:04 - The 50% LTV Debate & Strike's "No Liquidation" Loan
15:35 - Michael Saylor, MNAV & the Perpetual Preferred Question
22:58 - Ego, Wisdom & the Culture of Bitcoin
25:31 - On "21," Saylor & Wrap-Up

Guest links:
Jack Mallers - https://x.com/jackmallers

Host links:
Gareth Jenkinson - https://x.com/gazza_jenks
The Block - https://x.com/TheBlockCo
---------------------------------------------------------------------------------

Subscribe to The Block's Newsletters!

🚨 Breaking News
👨‍🔬 Expert Analysis
📈 Market Insights

Subscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠

--------------------------------------------------------------------------------

Hiring in crypto?

🧠 Find top talent fast with Campus, powered by The Block!
✅ Challenge candidates with our Crypto Assessment Test
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  • (00:00) - - Introduction
  • (03:27) - - What Strike's User Data Is Telling Him
  • (06:32) - - Why Bitcoin-Backed Lending Is His Most Successful Product
  • (11:04) - - The 50% LTV Debate & Strike's "No Liquidation" Loan
  • (15:35) - - Michael Saylor, MNAV & the Perpetual Preferred Question
  • (22:58) - - Ego, Wisdom & the Culture of Bitcoin
  • (25:31) - - On "21," Saylor & Wrap-Up
Ethereum cofounder explains why ETH DATs are built to last24 Jun 202600:22:10

In Episode 3 of The Starting Block, Head of Multimedia at The Block Gareth Jenkinson is joined by Joseph Lubin, co-founder of Ethereum and CEO of ConsenSys at Consensus Miami. Lubin shares insights on Ethereum's ecosystem, innovation, Layer 2 scaling, DeFi security, and the future of blockchain technology, including AI and quantum threats.

OUTLINE
00:00 - Introduction
02:25 - Future of DATs
06:10 - KelpDAO Exploit & DeFi
09:13 - Linea & Layer-2s
13:08 - Synchronous Composability
16:30 - AI Agents Onchain
18:05 - Quantum Threat to Crypto

Guest links:
Joseph Lubin - https://x.com/ethereumJoseph
Consensys - https://x.com/Consensys

Host links:
Gareth Jenkinson - https://x.com/gazza_jenks
The Block - https://x.com/TheBlockCo
---------------------------------------------------------------------------------

Subscribe to The Block's Newsletters!

🚨 Breaking News
👨‍🔬 Expert Analysis
📈 Market Insights

Subscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠

--------------------------------------------------------------------------------

Hiring in crypto?

🧠 Find top talent fast with Campus, powered by The Block!
✅ Challenge candidates with our Crypto Assessment Test
⚡ Hire faster, build stronger teams

Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

  • (00:00) - - Introduction
  • (02:25) - - Future of DATs
  • (06:10) - - KelpDAO Exploit & DeFi
  • (09:13) - - Linea & Layer-2s
  • (13:08) - - Synchronous Composability
  • (16:30) - - AI Agents Onchain
  • (18:05) - - Quantum Threat to Crypto
The Truth About Satoshi’s Identity and Why It Might Never Be Revealed24 Jun 202600:26:13

In 2 of The Starting Block, Head of Multimedia at The Block Gareth Jenkinson is joined by Blockstream Co-Founder and CEO, Adam Back, at Paris Blockchain Week to address renewed speculation around Satoshi Nakamoto and why the mystery may never be solved.

He explains the current state of quantum risk in Bitcoin, why the threat is likely overstated in the near term, and how the ecosystem is already preparing for long-term security.

OUTLINE
00:00 - Introduction
01:07 - NYT Satoshi Rumor
06:06 - Quantum Risk to Bitcoin
13:20 - Saylor's Strategy
16:26 - Bitcoin Treasury Companies
19:33 - Bitcoin Market Forecast
22:02 - Blockstream and Future Work

Guest links:
Adam Back - https://x.com/adam3us
Blockstream - https://x.com/Blockstream

Host links:
Gareth Jenkinson - https://x.com/gazza_jenks
The Block - https://x.com/TheBlockCo
---------------------------------------------------------------------------------

Subscribe to The Block's Newsletters!

🚨 Breaking News
👨‍🔬 Expert Analysis
📈 Market Insights

Subscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠

--------------------------------------------------------------------------------

Hiring in crypto?

🧠 Find top talent fast with Campus, powered by The Block!
✅ Challenge candidates with our Crypto Assessment Test
⚡ Hire faster, build stronger teams

Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

  • (00:00) - - Introduction
  • (01:07) - - NYT Satoshi Rumor
  • (06:06) - - Quantum Risk to Bitcoin
  • (13:20) - - Saylor's Strategy
  • (16:26) - - Bitcoin Treasury Companies
  • (19:33) - - Bitcoin Market Forecast
  • (22:02) - - Blockstream and Future Work
Aave Just Changed DeFi Forever — Here's What You Need to Know24 Jun 202600:21:01

In 1 of The Starting Block, Head of Multimedia at The Block Gareth Jenkinson is joined by Stani Kulechov, founder and CEO of Aave at ETHCC in Cannes. Stani breaks down the launch of Aave V4 and what it means for the future of DeFi. He explains how the new hub-and-spoke architecture improves liquidity efficiency while isolating risk, and how Aave is expanding beyond crypto into real-world assets.

OUTLINE
00:00 - Introduction
01:06 - What Is Aave V4
02:55 - Hub and Spoke Model
03:58 - Expanding Collateral Types
04:40 - Risk and Pricing Model
06:19 - DeFi UX Problem
07:03 - Aave App Explained
08:31 - V3 to V4 Migration
09:28 - Aave Growth and Scale
10:39 - Real World Assets

Guest links:
Stani Kulechov - https://x.com/StaniKulechov
AAVE - https://x.com/aave

Host links:
Gareth Jenkinson - https://x.com/gazza_jenks
The Block - https://x.com/TheBlockCo
---------------------------------------------------------------------------------

Subscribe to The Block's Newsletters!

🚨 Breaking News
👨‍🔬 Expert Analysis
📈 Market Insights

Subscribe now 👉 ⁠⁠⁠https://www.theblock.co/newsletters⁠⁠⁠

--------------------------------------------------------------------------------

Hiring in crypto?

🧠 Find top talent fast with Campus, powered by The Block!
✅ Challenge candidates with our Crypto Assessment Test
⚡ Hire faster, build stronger teams

Start your free trial today 👉 ⁠⁠⁠https://theblock.co/campus

  • (00:00) - - Introduction
  • (01:06) - - What Is Aave V4
  • (02:55) - - Hub and Spoke Model
  • (03:58) - - Expanding Collateral Types
  • (04:40) - - Risk and Pricing Model
  • (06:19) - - DeFi UX Problem
  • (07:03) - - Aave App Explained
  • (08:31) - - V3 to V4 Migration
  • (09:28) - - Aave Growth and Scale
  • (10:39) - - Real World Assets
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