Bullish on Bitcoin Show

Pakt: The Firewall for Agentic Finance with Dominik Harz from BOB

BOB — Tue, 06 Oct 2026 21:16:04 GMT

In this episode of Bullish on Bitcoin Show, Alexei is joined by Dominik Harz — co-founder and CTO of BOB, and the mastermind behind Pakt, BOB's newly launched guardrails product for AI trading agents. Dom brings a rare combination of backgrounds: a PhD in multi-agent systems and AI, years of Bitcoin bridging research, and hands-on experience building BOB Gateway into one of the most advanced Bitcoin trading engines in DeFi.

This episode tackles the most important emerging question in crypto: as AI agents increasingly manage financial decisions, who watches the agent? From the horror stories of agents gone rogue, to the fundamental limitations of LLMs as financial decision-makers, to a live demo of Pakt refusing bad trades on Hyperliquid mainnet in real time — this is the most technically grounded and candid conversation on agentic finance safety you'll find in the space.

Full episode including the demo can be found on YouTube.
Try Pakt yourself: https://usepakt.ai/

The year of Bitcoin DeFi with Nic Puckrin from Coin Bureau

BOB — Wed, 30 Sep 2026 15:01:53 GMT

In this episode of Bullish on Bitcoin from 2025, Alexei sits down with Nic Puckrin, CEO and co-founder of Coin Bureau — the largest crypto-native YouTube channel in the world, with a mission to drive mass adoption through education. Nic brings an outsider-yet-expert perspective on where Bitcoin DeFi stands today and what it will take to unlock the next wave of adoption.

From the rare macro convergence that makes 2025 Bitcoin DeFi's breakout moment, to the regulatory sea change under the new SEC, to bold predictions on TVL, sovereign accumulation, and whether Bitcoin maxis will ever embrace DeFi — this is a wide-ranging and candid conversation on the Bitcoin renaissance and where it goes from here.

Why Bitcoin Needs DeFi with Seraphim

BOB — Wed, 30 Sep 2026 14:55:37 GMT

In this episode of Bullish on Bitcoin from 2025, Alexei sits down with Seraphim — formerly Head of Growth at Ethena, Growth at Lido, and a key contributor at Euler — and now an advisor to BOB on DeFi strategy. With a front-row seat to three of the most consequential DeFi protocols of this cycle, Seraphim brings an Ethereum-native perspective on why Bitcoin DeFi is the most compelling untapped opportunity in crypto today.

Recorded on Bitcoin Pizza Day at a new all-time high, this episode covers the real lessons from Ethena and Lido applied to Bitcoin, the honest truth about sustainable yield sources on Bitcoin, why tokenised hash rate never took off, and why the institutional demand for Bitcoin yield is far larger than most people realise — it's just been waiting for the right infrastructure to exist.

Bitcoin DeFi Flippening with Mr.Block

BOB — Wed, 30 Sep 2026 14:46:47 GMT

In this episode of Bullish on Bitcoin from 2025, Alexei sits down with Mr. Block — one of the most OG figures in Asian DeFi, core member at Curve and Puffer, and the man who has spent years bridging the East and West crypto communities. With roots going back to Bitcoin in 2012 and DeFi since the earliest days of Synthetix, THORChain, and Curve, Mr. Block brings a rare perspective that spans deep DeFi history and on-the-ground insight into Asia's crypto ecosystem.

From why Bitcoin DeFi is gaining traction now and how it compares to Ethereum's DeFi Summer, to the East vs West adoption split, to the spicy question of whether Bitcoin in DeFi will ever flip Bitcoin ETFs — this episode covers the full arc of where Bitcoin's financial future is heading and why BOB's hybrid L2 approach might be the key to unlocking it.

Institutions hungry for Bitcoin with Nathan McCauley & David Lawant from Anchorage Digital

BOB — Tue, 29 Sep 2026 21:50:47 GMT

In this episode of Bullish on Bitcoin Show, Alexei is joined by two heavyweights from Anchorage Digital — Nathan McCauley, CEO and co-founder, and David Lawant, Head of Research. Anchorage is the first federally chartered crypto bank in the US and the institutional custodian of choice for some of the largest Bitcoin holders in the world, making this conversation an unparalleled window into what institutions are actually doing with their Bitcoin right now.

From the lessons learned building the first regulated crypto bank, to the stunning 10x growth in Bitcoin options markets since the ETF launch, to the most exotic client requests Anchorage has ever received (Bitcoin as collateral on perp DEXes), to the philosophical debate on self-custody vs. institutional custody in a post-Coldcard world — this episode covers the full arc of where institutional Bitcoin is heading, and what agentic finance means for the next chapter.

Making the Chain Disappear with Vaibhav Chellani from Socket and Bungee

BOB — Tue, 29 Sep 2026 21:45:12 GMT

In this episode of Bullish on Bitcoin Show, Alexei sits down with Vaibhav Chellani, co-founder of Socket and Bungee — one of the most critical cross-chain routing protocols in crypto, used by Coinbase Wallet and dozens of other leading apps and wallets. With a background spanning early Polygon, ZK roll-ups at the Ethereum Foundation, and $30B+ in cross-chain volume at Socket, Vaibhav brings an unusually deep perspective on where the multi-chain story actually ends up.

The conversation covers the philosophical shift from cross-chain to chain abstraction, the competitive dynamics of the bridge aggregator landscape, why the infra era of crypto may be winding down and the app era is just getting started, and how Bitcoin is finally getting the DeFi rails it deserved — all through the lens of someone who has been building interoperability infrastructure since before most people knew what an L2 was.

The Swap Layer with Sergej Kunz from 1inch

BOB — Tue, 29 Sep 2026 21:39:17 GMT

In this episode of Bullish on Bitcoin Show, Alexei sits down with Sergej Kunz, co-founder of 1inch — one of the most widely used DeFi aggregators in crypto, processing billions in trading volume across dozens of chains. From building Ethereum mining rigs in 2016, to live-streaming smart contract security audits on YouTube, to inventing intent-based trading at a hackathon in 2019, Sergej's journey is a masterclass in building from first principles.

This episode gets deep into the mechanics of how modern DeFi trading actually works — intents, Dutch auctions, MEV and sandwich attacks, cross-chain atomicity, and why most users still don't get the protection they deserve. Sergej also pulls back the curtain on 1inch Aqua, the protocol's most ambitious product yet: a full DEX replacement that turns your wallet into a liquidity venue, and what it means for LPs, market makers, and agentic trading.

Wrapping BTC with Nadia Song from BiT Global

BOB — Tue, 29 Sep 2026 19:01:57 GMT

In this episode of Bullish on Bitcoin Show, Alexei sits down with Nadia Song from BiT Global (WBTC) — the asset that first brought Bitcoin to DeFi back in 2019 and has remained the dominant Bitcoin wrapper ever since, underpinning Aave, Morpho, MakerDAO, Uniswap, and hundreds of other protocols.

From the inside story of how WBTC went from a few hundred BTC to 20,000 in one DeFi Summer, to the honest answer on why institutional custody won the trust debate, to a candid breakdown of the Bitcoin wrapper landscape (WBTC vs cbBTC vs LBTC vs TBTC) — this is the definitive episode on the asset that made Bitcoin useful in DeFi, and where it goes from here.

The Omnichain Bet with 0xthlither from LayerZero

BOB — Tue, 29 Sep 2026 18:22:49 GMT

In this episode of Bullish on Bitcoin, Alexei is joined by Thlither, DeFi Lead at LayerZero — the cross-chain messaging protocol powering some of the biggest omnichain assets in crypto, including USDT0 and WBTC. With a PhD background in the theory of cross-chain bridging and four years of hands-on DeFi experience, Thlither brings a uniquely rigorous perspective to the biggest questions in interoperability.

From the fundamental impossibility of trustless cross-chain communication and what that means in practice, to how institutions are framing DeFi vaults as "on-chain strategies," to the surprising data showing BTC-to-WBTC is the third most traded pair on BOB Gateway — this is a deep and wide-ranging episode on where cross-chain finance is heading in 2026 and beyond.

Bitcoin vs Gold with Lorenzo Romagnoli from USDT0

BOB — Tue, 29 Sep 2026 18:05:52 GMT

In this episode of Bullish on Bitcoin, Alexei sits down with Lorenzo, co-founder of USDT0 — the fastest-growing stablecoin interoperability platform in crypto history, hitting $100 billion in transfer volume in just 525 days. A self-described gold bug and Bitcoin maxi, Lorenzo brings a rare perspective that spans DeFi-native infrastructure building, Tether product development, and a deeply held conviction in hard money.

From the mechanics of how USDT0 works and who is actually using it (hint: it's not just whales), to the three-way stablecoin war between Tether, Circle, and the new OpenUSD consortium, to a frank discussion on gold vs Bitcoin as a store of value and why censorship resistance is Bitcoin's ultimate superpower — this is one of the more wide-ranging and candid episodes of the show.

Bitcoin DeFi Dead or Alive? with Jacob Phillips from Lombard

BOB — Tue, 29 Sep 2026 18:00:40 GMT

In this episode of Bullish on Bitcoin Show, Alexei sits down with Jacob Phillips, co-founder of Lombard and former investor at Polychain, to tackle the big question: is Bitcoin DeFi dead or alive? Jacob brings a rare DeFi-native perspective on Bitcoin, having entered the space chasing the multi-trillion-dollar opportunity of idle BTC capital rather than as a lifelong Bitcoiner.

From the rise and fall of the Bitcoin staking boom, to why "productive Bitcoin" was already a reality off-chain long before DeFi existed, to the hard truths about custody, risk, and yield — this conversation is a candid post-mortem and forward-looking roadmap for where Bitcoin DeFi goes from here, including a first look at the upcoming LBTC Phase 2.

Powering onchain capital markets with Luke Lim from Chainlink

BOB — Tue, 29 Sep 2026 17:35:35 GMT

In this episode of the Bullish on Bitcoin Show, Alexei is joined by Luke, who leads Go-to-Market for CCIP at Chainlink — one of the most critical infrastructure layers in all of crypto, powering oracle networks, cross-chain messaging, and now the tokenization of real-world assets.

From the thesis that crypto's killer app is actually "boring" financial plumbing, to how institutions are choosing between public DeFi rails and private chains, to the three-part value proposition of tokenized assets — this episode unpacks why the back office is where the real action is happening in 2026.

Onboarding The Next Billion with Michael Lwin from MetaMask

BOB — Tue, 29 Sep 2026 17:29:34 GMT

In this episode of Bullish on Bitcoin Show, Alexei sits down with Mike, Senior Director of Product at MetaMask — the self-custodial wallet that has shaped the on-chain experience for the majority of crypto users worldwide. With a background spanning AMMs and Trust Wallet, Mike brings an outsider-turned-insider perspective on where MetaMask is heading and what it means for Bitcoin DeFi.

From MetaMask's evolution from a developer-only signer into a full personal finance super app, to the surprising data on native Bitcoin-to-EVM swaps, to the hard questions around why centralized exchanges still dominate Bitcoin trading — this episode is packed with sharp takes on where self-custody is winning and where it still has ground to make up.

The Interop Stress Test with Philipp Zentner from Li.Fi

BOB — Tue, 29 Sep 2026 17:01:33 GMT

In this episode of Bullish on Bitcoin Show, Alexei is joined by Philipp Zentner, CEO and co-founder of LI.FI — one of the leading cross-chain aggregation and DeFi infrastructure protocols in the space, with over $80 billion in transaction volume and more than 1,100 active B2B partners.

They go deep on the evolution of cross-chain bridging, the rise of intent-based architectures, why Bitcoin on-chain trading is still a fraction of centralised exchange volume, the case for and against tokens, and how AI is reshaping both the attack and defence landscape in DeFi security.

Bitcoin hot topics with Dan Held

BOB — Tue, 29 Sep 2026 16:32:56 GMT

Dan Held is a Bitcoin OG, investor, and marketer with over 15 years in the space. In this episode of the Bullish on Bitcoin Show, we cover the hottest topics in Bitcoin right now — from whether the four-year halving cycle is dead, to the quantum computing threat to Bitcoin's cryptography, to why Bitcoin DeFi is still the most underpriced narrative in the market.

Dan shares his unfiltered take on institutional adoption, price suppression myths, the debate over Satoshi's coins, and what it will actually take to move Bitcoin trading on-chain.

The real state of Bitcoin DeFi with DeFi Dad & Nomatic

BOB — Tue, 29 Sep 2026 16:24:59 GMT

DeFi Dad and Nomatic are two of the most respected DeFi educators and OGs in the space, co-hosts of The Edge podcast, and long-time Bitcoiners. In this episode of Bullish on Bitcoin Show, we get into the real state of Bitcoin DeFi — why it has struggled to compete with Ethereum, whether Coinbase has quietly solved Bitcoin lending, why traders still prefer centralised exchanges, and whether STRC (Strategy's new yield product) is the Ethena basis trade of this cycle or a risk hiding in plain sight.
Alexei, co-founder of BOB, brings a builder's perspective on what's actually broken — and what's finally getting fixed.

The Future of Bitcoin with Nic Carter

BOB — Tue, 29 Sep 2026 16:05:57 GMT

In this episode of Bullish on Bitcoin, Alexei sits down with Nic Carter, co-founder of Castle Island Ventures and one of the most influential voices in Bitcoin — the man who coined the term "Operation Choke Point 2.0" and spent years documenting the US government's informal campaign to cut crypto off from banking. A blockchain analytics pioneer, former Fidelity crypto analyst, and self-described proof-of-reserves enthusiast, Nic brings a uniquely policy-literate and data-driven perspective to where Bitcoin stands today.

This wide-ranging conversation spans the most consequential six months in US Bitcoin policy history — the end of Choke Point 2.0, the Bitcoin strategic reserve debate, SAB 121's repeal, and the SEC's dramatic reversal — before diving into the deeper questions: will Bitcoin become too American? What does the east/west split in Bitcoin adoption really mean? And can Bitcoin L2s realistically save the miners as block rewards continue to halve?