Can a digitally native dollar outcompete the systems that built global finance?Sean Neville, Co-Founder of Circle and former President of Circle Financial, unpacks why stablecoins are not just a side note in crypto, they’re the financial infrastructure quietly reshaping global payments, remittances, and even central bank strategy.Together, Sean and Amanda explore how stablecoins are reshaping global finance, from reducing friction in traditional payment systems to creating programmable money with transparency and trust at the core. They dissect the promise of decentralization, the role of regulatory frameworks like the Genius Act, and how Circle’s long-term compliance strategy sets it apart from competitors like Tether. But the conversation doesn’t stop at crypto. Amanda and Sean dive deep into how AI-native institutions are already emerging, why AI agents may soon become primary economic actors, and what the financial world could look like when reliability matters more than cost.TIMESTAMPS: 00:00 Understanding Stablecoins08:04 Infrastructure and Governance in Stablecoins13:24 The Evolution of Payment Systems16:33 Regulatory Clarity and the Genius Act21:20 Market Dynamics: Circle vs. Tether25:42 The Rise of Stablecoins29:39 AI Native Financial Institutions34:34 The Future of AI in Finance45:59 Navigating the AI Spectrum: Doomers to Bloomers

Do you think UBI is inevitable in an AI-driven world?

Martin Köppelmann, co-founder of Gnosis, Gnosis Safe, and Circles, believes Universal Basic Income isn’t just possible, it’s inevitable. In a world where AI disrupts the job market, he says we won’t be able to rely on states or billionaires to deliver it.

In this episode, Martin and Amanda unpack what “basic” income should really mean. He argues UBI should be simple, universal, and free from government control, biometric scans, or eligibility checks and believes crypto offers a way for communities to create and distribute money themselves without needing permission from centralized powers.

Known for building trusted infrastructure in crypto, Martin has spent the last decade quietly obsessed with another question: how do we fund human dignity from the ground up? This is a conversation about post-AI economics, the limits of state welfare, and why issuing your own money might be the most radical and necessary act of all.

TIMESTAMPS

00:00 The Future of Universal Basic Income (UBI)

05:33 AI's Impact on Job Markets and UBI

09:06 The Mechanics of UBI Implementation

12:02 Defining Basic Needs for UBI

15:33 Funding UBI: Who Pays?

18:49 Preventing Inflation and Maintaining Purchasing Power

20:20 Managing Scope Creep in UBI Programs

23:13 Dependence on UBI and Societal Resilience

25:44 Crypto and UBI: A New Economic Model

30:40 Circles: A Community-Based Currency System

32:57 The Currency Debate: Martin Tokens vs US Dollar

38:00 Circles: A New Approach to Currency

42:35 WorldCoin vs Circles: A Comparison of UBI Approaches

46:54 Decentralized UBI: Empowering Individuals

48:22 Circles 2.0: New Features and Future Prospects

54:43 AI Doomsday: The Future of Humanity and AI

RESOURCES

Martin on X: https://x.com/koeppelmann @koeppelmann

Subscribe to Endgame: https://www.youtube.com/@endgamepodcast

Amanda on X: https://x.com/amandacassatt

Serotonin on X: https://x.com/serotonin

Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440 Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

Could quantum computers destroy Bitcoin?

John Lilic, early Ethereum adopter and crypto investor and Stefano Gogioso, quantum computing expert and Oxford lecturer, unpack one of the biggest threats on crypto’s horizon: Q-Day - the moment quantum computers become powerful enough to break the encryption behind Bitcoin, Ethereum, and the entire blockchain ecosystem.

Together with Amanda, they dive deep into what quantum cryptography actually means, why current encryption standards are dangerously outdated, and what crypto needs to do right now to prepare for a post-quantum world. John and Stefano debate how close Q-Day really is, what’s being done (or not) to prevent chaos in the stablecoin and DeFi systems, and why this topic isn’t getting the attention it deserves.

TIMESTAMPS

00:00 The Threat of Quantum Cryptography

05:03 Understanding Quantum Computing and Its Implications

10:04 The Race for Quantum Computing Technology

14:55 Use Cases and Applications of Quantum Computing

19:48 The Preparedness of Blockchain for Quantum Threats

28:32 The Quantum Threat to Cryptography

31:41 Market Perceptions and Quantum Computing

34:55 Valuations in Quantum Computing

35:43 Understanding Quantum Progress and Its Implications

39:08 The Future of Quantum Cryptography

41:38 Innovations in Quantum Cryptography

48:12 Preparing for Quantum Risks

51:41 Philosophical Implications of Quantum Mechanics

RESOURCES

John & Stefano on X: @LilicJohn & @StefanoGogioso

Subscribe to Endgame: https://www.youtube.com/@endgamepodcast

Amanda on X: https://x.com/amandacassatt

Serotonin on X: https://x.com/serotonin

Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd

Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440

Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

What if the future of civilization isn’t in fixing our current systems—but starting entirely new ones?

Dryden Brown is the co-founder of Praxis, the ambitious project aiming to build a new city-state from the ground up—one that’s already backed by over $500 million in funding. Dryden shares his vision for a modern Atlantis: a society designed as a refuge from AI disruption and bureaucratic gridlock, born from the cracks COVID revealed in our existing cities.

Together, Amanda and Dryden unpack what it actually takes to found a new nation. They dive into acceleration zones, AI’s seismic impact on the future of work, and the provocative question of whether heroism means elevating the elite or defending the powerless. At the heart of it all: the urgent need to build communities rooted in shared values, meaning, and resilience.

TIMESTAMPS:

00:00 Founding a New Nation: The Vision Behind Praxis

03:00 Challenges of Nation-Building: Lessons from History

06:04 Acceleration Zones: Redefining Economic Development

08:47 Navigating Bureaucracy: The Role of Innovation

11:55 AI and the Future of Labor: A New Urban Landscape

15:02 Pursuing Meaning in a Post-Work Society

18:00 Sustaining a New Society: Resources and Defense

20:56 The Future of Praxis: Location and Strategic Partnerships

27:37 Building Durable Relationships in Project Development

30:09 Funding and Economic Heft for Praxis

32:42 Community Building and Member Engagement

38:05 Heroism in Modern Society

47:03 The Future of Praxis and Community Growth

51:20 Competition and Collaboration in New Ventures

RESOURCES:

Dryden on X: https://x.com/drydenwtbrown

Praxis Nation on X: https://x.com/PraxisNation

Subscribe to Endgame: https://www.youtube.com/@endgamepodcast

Amanda on X: https://x.com/amandacassatt

Serotonin on X: https://x.com/serotonin

Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd

Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440

Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

Crypto went from being laughed out of the room in Washington to becoming one of the most aggressive forces in modern lobbying. Now, it’s not just part of the conversation, it’s reshaping the rules from the inside.

Kristin Smith, CEO of the Blockchain Association, reveals the real dynamics between crypto and Capitol Hill. Amanda and Kristin unpack how crypto gained power in DC and what it actually takes to keep it. They explore the anatomy of influence, how relationships are built, how policy narratives are crafted, and why building in the open won’t matter if the industry doesn’t defend itself in the halls of power.

TIMESTAMPS:

00:00 Understanding Lobbying: A Primer

03:04 The Life of a Lobbyist: Daily Activities and Challenges

06:10 The Evolution of Crypto Lobbying in Washington

09:02 From Zero to Hero: Crypto's Journey in Politics

12:05 The Role of Relationships in Lobbying

15:03 The Impact of Sam Bankman-Fried on Crypto Lobbying

18:12 Navigating Regulatory Capture in the Crypto Space

20:54 The Future of Crypto Lobbying and Industry Influence

29:20 Understanding Crypto Advocacy Organizations

35:59 The Political Landscape of Crypto

43:02 Legislative Efforts and Industry Influence

49:51 Kristin's Transition to Solana

51:56 Bridging the Gap Between Crypto and Washington

RESOURCES:

Kristin on X: https://x.com/KMSmithDC

Subscribe to Endgame: https://www.youtube.com/@endgamepodcast

Amanda on X: https://x.com/amandacassatt

Serotonin on X: https://x.com/serotonin

Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd

Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440

What do billion-dollar asset managers really think about your token?

Pranav Kanade manages Digital Assets Alpha Fund, an actively managed crypto strategy at VanEck, one of the world’s largest asset managers with over $116B in assets under management. In this episode, Amanda and Pranav unpack how traditional finance approaches the space, how they evaluate projects, what good tokenomics actually look like, and why most founders misunderstand what institutional investors care about.

They dive into Bitcoin, Ethereum, Solana and even a few DePIN projects and dig into why some play well with capital allocators while others don’t stand a chance. Pranav shares what makes a token investable, how he thinks about liquidity, governance, and incentives, and what’s still broken in the DeFi–TradFi bridge.

This episode pulls back the curtain on what it takes for a crypto project to earn the attention of a firm like VanEck and reveals how institutions really view the space.

TIMESTAMPS:

00:00 Pranav's Journey from TradFi to Crypto

03:04 Defining Good Crypto Investments

05:59 The Importance of Tokenomics

08:52 Buyback and Burn Mechanisms

12:10 The Impact of Financialization on Technology

15:01 Strategies for Token Generation Events

18:13 Building Trust in Crypto Projects

21:06 The Future of Multi-Token ETFs

24:08 Exciting Developments in Tokenized Equities

29:36 Tesla's Path to Robotaxis

31:59 The Role of Centralized Exchanges

32:54 User Experience in DeFi vs. TradFi

34:32 The Future of Crypto and TradFi Integration

38:01 The Ideal End State for Crypto

40:15 Predictions in the Crypto Market

41:45 AI Agents and Financial Transactions

44:28 AI and Crypto Crossover Opportunities

47:03 The Future of Stablecoins

49:50 The Power Law in Currencies

50:52 Quality of People in Crypto

RESOURCES

Pranav on X: @vaneckpk https://x.com/vaneckpk

Subscribe to Endgame: https://www.youtube.com/@endgamepodcast

Amanda on X: https://x.com/amandacassatt

Serotonin on X: https://x.com/serotonin

Endgame on Spotify: https://open.spotify.com/episode/45B9szUxVXEwfCDA6uRxwq?si=HT9XXqF9Q2CcM9hfLbmkVg

Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440

Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

What happens when machines become more economically valuable than humans?

This episode dives into the real future of AI—not a sudden singularity, but a steady shift that’s redefining how we work, govern, and live. Amanda is joined by George Hotz to explore why humans still matter in an AI-driven world, how value creation—not credentials—will shape the future, and what happens when intellectual property, the U.S. dollar, and even our attention become obsolete.

Together, they challenge economic protectionism, advocate for high-skilled immigration, and explore emerging ideas like gold-backed digital currency and AI-enhanced hiring. From digital addiction to deregulation, this episode connects the dots between technology and the systems it’s disrupting.

TIMESTAMPS

00:00 AI Spectrum: Understanding Perspectives

01:33 The Economic Competition of Machines

03:05 The Myth of the Singularity

05:04 Comparative Advantage and Human Value

08:22 Humans and Machines: A Symbiotic Relationship

10:01 Quality of Life in an AI World

11:12 Aligning Economically with AI's Rise

14:32 Intellectual Property and AI Abundance

17:36 AI Alignment: Capability vs. Intent

19:35 The Role of Government in AI Development

22:10 Global Dynamics: East vs. West in Technology

24:51 Cultural Expectations and Economic Cycles

30:07 The Inefficiency of Tariffs and Protectionism

31:21 Deregulation as a Path to Competitiveness

42:45 High-Skilled Immigration: A Solution for Growth

46:28 Addressing Financialization in America

54:38 The Future of the US Dollar

56:29 Exploring the Future of Currency and Governance

01:01:15 The Evolution of Compute Technology

01:10:41 Hiring Practices and AI in Programming

01:11:52 The Risks of Wireheading and Digital Addiction

RESOURCES

George on X: https://x.com/realGeorgeHotz

Subscribe to Endgame: https://www.youtube.com/@endgamepodcast

Amanda on X: https://x.com/amandacassatt

Serotonin on X: https://x.com/serotonin

Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd

Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440

Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

Curtis Yarvin—founder of Urbit, political philosopher and blogger formerly known as Mencius Moldbug, the man who coined the term “red pill” is known for his influence on thinkers like Peter Thiel and JD Vance. In this episode, he offers a critical analysis of America’s political and economic landscape. He critiques the MAGA movement, exploring the limits of democracy and the rise of oligarchy, the roots of Trump’s tariffs in mercantilist thinking, and the administration’s “vibe governing”.

The conversation transitions to cryptocurrency, examining Bitcoin’s evolution, government regulation, and how Urbit could reshape digital identity. Curtis reflects on Urbit’s role in creating autonomous economic identities and the challenges of achieving product-market fit in web3.

TIMESTAMPS

00:00 The State of America: A Critical Examination

07:59 Manufacturing and Economic Policy: A Mercantilist Perspective

18:14 Power Dynamics: Authority, Democracy, and Oligarchy

34:02 Vibe Governing: The Challenges of Modern Leadership

34:53 Mercantilism: Successes and Failures

40:41 The Future of Crypto and Bitcoin

49:18 Urbit: A New Paradigm for Digital Identity

01:08:30 The Vision for Autonomous Economic Identities

RESOURCES

Curtis on X: https://x.com/curtis_yarvin

Subscribe to Endgame: https://www.youtube.com/@endgamepodcast

Amanda on X: https://x.com/amandacassatt

Serotonin on X: https://x.com/serotonin

Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd

Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440

Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ