The AllinCrypto Podcast

The AllinCrypto Podcast

by AllinCrypto

Investing Technology

Season 3

Crypto Got AI totally Wrong!

In this episode of the All In Crypto Podcast, we sit down with Lex Sokolin (Managing Partner at Generative Ventures, former Chief Economist & CMO at Consensys, and author of the Fintech Blueprint) to unpack what he calls the “machine economy”—a world where AI agents, robots, and AI-augmented humans drive a massive leap in productivity, forcing finance to be rebuilt from the ground up. We explore why centralization tends to win during major platform shifts, how agentic commerce could reshape payments and capital markets, and why today’s AI race looks similar to earlier transitions: Napster → Spotify, early internet chaos → Google’s search box, and now reasoning/inference being captured by a handful of giants. Lex also explains where crypto genuinely fits: not as “AI + tokens,” but as property rights, identity, and settlement rails—a way to make AI and agents more ownable, composable, and economically legible. Finally, we close with an investor’s view of 2026: frothy private markets, resilient public AI equities (near term), and a crypto market still working through structural problems. Guest: Lex Sokolin:Managing Partner, Generative Ventures | ex Consensys | Fintech, AI, Web3 Links: • LinkedIn: https://www.linkedin.com/in/alexeysokolin/ • X: https://x.com/LexSokolin • Newsletter: fintechblueprint.com

Robinhood’s AI Changes How You Invest

We sit down with Johan Kerbrat, SVP & GM of Robinhood Crypto, to explore where crypto is heading next from tokenized stocks and DeFi to AI investing assistants, prediction markets, and the growing tension between privacy and financial surveillance. We cover why Robinhood launched crypto in 2018, how tokenization could reshape global markets, what AI changes for investors, and whether the Bitcoin 4-year cycle still holds up in a post-ETF, institution-heavy world. Not financial advice. Do your own research. #Crypto #Bitcoin #Tokenization #DeFi #AI #Robinhood #Investing

The Bull Run Truth Nobody Wants You to Hear

We sat down with Noelle Acheson author of Crypto Is Macro Now and one of the sharpest macro voices in the space to unpack how crypto has moved from a niche market into a real macro + geopolitical force. In this conversation we dig into: Why the economy increasingly looks K-shaped (and what that means for markets) The shift from “old” Bitcoin holders to “new” holders and why it matters How institutions are changing the market structure (and why adoption may still be early) Stablecoins, Treasuries, and policy: why stablecoins could reshape the monetary vs fiscal balance CBDCs, global rails, and geopolitics: resilience, fragmentation, and the weaponization of finance Gold vs Bitcoin as reserves and the custody question no one wants to talk about

Silver is About to Go Nuclera!

They’re watching everything… and the fiat system is breaking in real time. In this episode of the AllInCrypto Podcast, we’re joined by Francis Hunt (“The Silver Messiah”) for a deep, uncensored conversation about the collapse of the debt-based system, why gold and silver are breaking out, and why privacy is becoming the most valuable asset in the world. Francis explains why silver could be heading to extreme levels, how monetary debasement is accelerating, and why the original purpose of crypto was never “number go up”… it was escaping the system. We also dive into the controversial thesis behind Monero (XMR) — and why it may be the biggest “off-grid” trade of the coming decade. ⚠️ If you care about wealth protection, financial freedom, and what’s REALLY happening behind the scenes, this is one you don’t want to miss. ⏱️ In this episode, we cover: ✅ Government surveillance & total financial control ✅ The end of the fiat/debt-based system ✅ Silver breakout + explosive upside scenarios ✅ Why gold is the true “unit of account” ✅ The hidden risks of silver going parabolic ✅ The “escape trade” and why privacy matters 100x ✅ Monero as digital gold’s privacy equivalent ✅ Why Bitcoin lost the privacy mission

Crypto Is the Only Way Out - Charles Hoskinson

In this interview, we sit down with Charles Hoskinson to examine the convergence of AI, surveillance, regulation, and decentralised finance. We discuss the risks emerging from large-scale data capture and why crypto-native systems may become increasingly relevant as privacy standards evolve. Follow Charles on X: @IOHK_Charles

No One Sees This Recession coming | David Rosenberg

David Rosenberg (Founder & President, Rosenberg Research) joins the AllInCrypto Podcast to break down why no asset class is priced for recession, the reality behind a K-shaped economy and market, and why concentration risk + valuations could matter more than most investors realize. We dig into GDP vs Gross Output (GO), the wealth effect, how tariffs and supply-side inflation are squeezing the middle class, and why gold is benefiting from a shifting global reserve mix. We also explore Bitcoin vs gold, the challenge of valuing crypto, and whether Bitcoin is truly “digital gold” or still a risk-on trade.

The Real Crypto Era Hasn’t Even Started | Jeff Dorman (Arca) on Tokens, Valuation & 2026

In this episode, we sit down with Jeff Dorman (Arca) to unpack why the “real” crypto era may still be ahead of us even after years of hype, booms, and brutal drawdowns. We talk tokenization at scale, why “crypto” is a misleading umbrella term, and how to think about valuing assets when everything from finance to gaming to social becomes token-native. Jeff also shares his framework for Bitcoin vs. smart contract platforms, plus what could matter most heading into 2026.

Crypto is Changing Everything! Chris Skinner best-selling Author

Is banking outdated? We sit down with Chris Skinner best-selling author and one of fintech’s most influential voices to unpack the future of money: AI agents, why stablecoins may beat CBDCs, tokenization at scale, and why trust + licenses still rule. 👤 Guest Chris Skinner Daily blog: The Finanser — https://www.thefinanser.com General profile: https://www.chrisskinner.global Latest presentation: https://www.youtube.com/watch?v=XB8vd7O0NyE Latest book: http://www.moneythinks4u.com

Season 2

This Crypto is Disrupting Telecom

Today we sit down with Frank Mong COO at helium to unpack how DePIN can disrupt telecom from community-built coverage to the reality of a free mobile plan (and what it takes to make it work). 0:00 Intro 1:11 Welcome + guest intro (Frank Mong, Helium) 2:03 What is Helium? (simple overview) 6:22 How Helium disrupts telecom (cost + competition) 7:26 Can a phone plan be free? (the thesis) 9:10 Helium Mobile plans (Free / $15 / $30) 12:41 From crypto-first users to mainstream incentives 19:46 How people join the network (hotspots + examples) 26:09 Expansion: Mexico, Brazil + more regions 35:54 Why Solana 40:10 Security & fraud lessons 46:20 AI + network quality verification 56:32 What’s next in 2026 58:33 Outro / where to find Helium X: https://x.com/helium Frank Mong X: https://x.com/fmong

Was Bitcoin Created By Ai? XRP Is Uniquely Positioned!

Join me and Armando Pantoja for a conversation on the current state of the crypto markets, his take on who created bitcoin, XRPs unique positioning in the markets and Ai!! Enjoy!

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