Crypto Coin Show

Interviews with the founders building crypto, since 2014. Founder Hub, breaking news and a free weekly newsletter. Host: @Ashton_Addison_

[Crypto Coin Show @CryptoCoinShow]

Big week for near:native :

@BitwiseInvest's NEAR ETF solana:7ukDd3E3PSupATuK4yvJ49jyZr8nNrkXKcq8pioiq98F launches this week while NEAR Intents was hit by a $3.8M exploit today. Service is back up and users are being made whole
That came days after NEAR Intents blocked the Bitget hackers from moving $50M+ through the protocol (only ~$166K got through)

There's a lot to talk about with NEAR. We sat down with CEO Illia Polosukhin (@ilblackdragon) for the full picture 👇

0:00 Intro
0:38 Private trading on NEAR Intents
6:19 SHIELD: stopping hacked funds
8:41 Tokenized stocks with any asset
15:09 IronClaw and private AI
20:30 The Bitwise NEAR ETF
22:40 Roadmap to 2027

@NEARProtocol

[Crypto Coin Show @CryptoCoinShow]

🤖 Birdeye (@birdeye_so) estimates bots make about two-thirds of crypto trades, and up to 80% of Solana volume.

Its new Peak terminal filters them out for funds, from $799 a month. The full methodology lands in December.

https://t.co/HEPWrrmrtn

[Crypto Coin Show @CryptoCoinShow]

🕵️ ZachXBT traced $20M+ in exploit proceeds through FreedomXMR, a no-KYC Monero swap service on Hyperliquid (@HyperliquidX).

He says 87%+ of its inflows tie to hacks and ransomware. Should Hyperliquid step in?

https://t.co/fnbhLQZb5R

[Crypto Coin Show @CryptoCoinShow]

🟠 SpaceX and Tesla are exploring a merger. Together they hold 30,221 $BTC.

Independent committees are reviewing it, Elon Musk is recused, and no terms are agreed. Would a merged company buy more bitcoin?

https://t.co/Z2Z1YDekcu

[Crypto Coin Show @CryptoCoinShow]

@BurntBanksy It get's better with @verona_dev every time! Thanks for joining and congrats on the launch.

[Burnt Banksy @BurntBanksy]

Ashton is the best! 4th time on the show and always amazing

[Crypto Coin Show @CryptoCoinShow]

AI agents can't open bank accounts. So how do they pay?

@verona_dev just launched verUSD, a dollar stablecoin built for AI agent payments, with about $60M in committed revenue behind it. verona:native

CEO @BurntBanksy Anthony Anzalone breaks it down:

[Crypto Coin Show @CryptoCoinShow]

🇨🇭 Switzerland has approved its first retail ETF that holds $BTC directly.

FINMA waived its usual diversification rules for this one, citing bitcoin's long track record and trading volume. It says the exemption applies case by case, not across the board.

https://t.co/Kwu5LFKvsB

[Crypto Coin Show @CryptoCoinShow]

💳 Mesh and Visa (@Visa) plan to let crypto and stablecoin wallets pay at 175M+ Visa merchant locations, with no manual cash-out first.

No launch date or named wallets yet. Which wallet do you want on it first?

https://t.co/yGQf4pvYa0

[Crypto Coin Show @CryptoCoinShow]

📊 Kalshi (@Kalshi) did $21.5B in volume last week, its tenth straight record week.

106.6M trades, over 3x Polymarket. But 67% came from parlay-style combos, and politics was just 0.06% two weeks before the midterms.

https://t.co/RDUhxzuDLR

[Crypto Coin Show @CryptoCoinShow]

Can a crypto data company reach 5,000+ enterprise clients without raising a dollar of VC?

Kha Nguyen of Birdeye (@birdeye_so) told us how failed raises during FTX and Luna forced them to find revenue first, and now they serve 20+ chains.

https://t.co/llOIZPHqEb

[Crypto Coin Show @CryptoCoinShow]

🐋 Bitmine now holds 6,041,481 $ETH, about 4.9% of circulating supply by its own estimate.

It added another 12,535 ETH last week. Smart long-term bet, or too much ETH in one treasury?

https://t.co/fXH3kZMHro

[Crypto Coin Show @CryptoCoinShow]

.@MidnightNtwrk is now live on @dynamic_xyz, the @FireblocksHQ-owned wallet stack used by Western Union, Circle and Kraken

- "Login with Midnight" via email or social login, no browser extension needed
- Embedded non-custodial wallets, users keep control of their assets
- First privacy-preserving chain Dynamic supports
- Free for early Midnight projects up to 10,000 monthly users

Full release on CCS 👇
https://t.co/wFZq64QN9g

[Crypto Coin Show @CryptoCoinShow]

🛡️ BlackRock (@BlackRock) has filed for a bitcoin ETF that trades some upside for partial downside protection.

The iShares Bitcoin Managed Protection ETF would use options on $IBIT-style exposure. The cap, protection terms and fees are not public yet.

https://t.co/7ZVWCYSHyZ

[Crypto Coin Show @CryptoCoinShow]

Crypto is lining up behind the SEC's new token rules.
Here's Regulation Crypto Assets in plain English:

- Startups can raise up to $5M over 4 years by selling tokens
- Larger projects can raise up to $75M a year with more disclosure
- The token isn't the security, the promise to build it is
- When the team finishes the job, the token graduates out of securities rules
- State-by-state securities rules would no longer apply to these raises

@chainlink, @hedera, @Aptos, @AvaLabs and @StellarOrg are jointly urging the SEC to lock this in. @BlockchainAssn wants the startup cap raised to $10M.

Still a proposal. Would this bring crypto projects back to the US, or is it not enough?

[Crypto Coin Show @CryptoCoinShow]

Just over two weeks until @bitcoinconfams

- Nov 5-6, Sugar Factory, Amsterdam
- @jackmallers, David Bailey and Coinbase UK CEO Keith Grose on stage
- Institutions, markets and policy for Europe's $BTC crowd

10% off tickets on us too.
https://t.co/jQGJVMb8XC

[Crypto Coin Show @CryptoCoinShow]

🇺🇸 DHS has ordered DeepSeek (@deepseek_ai) out of every federal civilian agency IT system, effective today.

The ban also covers third-party tools built on DeepSeek, so AI vendors selling to government now have to check what model is under the hood.

https://t.co/jXBYZyAbkr

[Crypto Coin Show @CryptoCoinShow]

🚫 Nine companies now refuse tokenized trading of their shares on OKXICE, up from three last week.

Verizon, UnitedHealth and Rocket Lab joined Broadcom and CoreWeave. Nasdaq is keeping its own stock off the venue too.

Should issuers get a veto? 👇

https://t.co/7Fce9g6159

[Crypto Coin Show @CryptoCoinShow]

Would you borrow against native $BTC on @aave?

@babylonlabs_io has put the proposal to governance: no wrapping, a dedicated V4 market, four steps left before any live borrowing.

Yes, no, or only with a hardware wallet? 👇

https://t.co/YBx9JHwUs1

[Crypto Coin Show @CryptoCoinShow]

⏳ Mt. Gox just pushed its repayment deadline again, to October 31, 2027.

34,388 $BTC (about $2.8B) is still sitting in estate wallets, and thousands of creditors are still waiting 12 years after the collapse.

https://t.co/keVcgvdNdT

[Crypto Coin Show @CryptoCoinShow]

🔐 Vitalik Buterin releases a privacy wrapper for AI agents: four privacy layers, with zkAPI payments already live on Ethereum mainnet in $ETH and USDC.

Experimental for now. @VitalikButerin

https://t.co/v0wYrnXcxY