Everyone in crypto is chasing TPS. Eunice Giarta thinks that's the wrong race entirely.

As co-founder of Monad Foundation, she spent four years building what she calls the Ethereum of high-performance blockchains, a chain with validators on six continents that doesn't sacrifice decentralization for speed.

In this episode of Endgame, Amanda Cassatt sits down with Eunice to break down what actually makes a blockchain worth building on in 2026, what the real killer use case for Monad looks like, and why bear markets build better products than bull markets. But the most unexpected part isn't the tech, it's the path. Eunice went from Merrill Lynch to Shutterstock to a pastry kitchen at Jean-Georges in New York. A Pi Day pandemic layoff sent her down the crypto rabbit hole.

Four years later, she co-founded one of the most talked-about L1s in the space.

What you'll take away:

- Why TPS is a misleading and gameable metric

- How Monad achieves real decentralization across 6 continents

- The use case that truly requires Monad's architecture

- How to measure genuine product market fit in crypto

- Why bear markets produce better products than bull runs

- What AI agents actually need from blockchain infrastructure

- The most unexpected founder story in crypto right now

“A lot of users don’t need a bank. What they need is a wallet.”

In this episode of Endgame, Amanda Cassatt sits down with Richard Teng, CEO of Binance, for a conversation about what crypto actually became and whether that’s the right thing. Richard spent three decades in traditional finance, including the Central Bank of Singapore, before joining Binance in 2021. He doesn’t argue like a convert. He argues like someone who watched the old system fail for thirty years and decided the new one had to work differently.

They start at the founding question: is crypto self-sovereign freedom tech or licensed infrastructure run by a handful of platforms? Richard’s answer is that the frame is wrong. Centralized exchanges aren’t a betrayal of the movement. They’re the interface the movement needs to reach the 1.4 billion people the financial system never bothered to serve. From there they move through Binance’s regulatory strategy in markets like Dubai, why the Genius Act sent stablecoin volume past Visa in under a year, and why regulatory clarity is the unlock for institutional capital, not just compliance overhead.

Amanda pushes on financialization risk, tokenization of ownership, and whether crypto has run out of native narrative. Richard’s case for the SAFU fund, recovering assets sent to wrong chains, and what a financial super app means in frontier markets is the clearest argument for why centralization isn’t just commercially convenient but structurally necessary for the thing to work at all.

Timestamps:

00:00 - Is crypto still freedom tech or licensed infra?

00:55 - 1.4 billion unbanked: why the system fails them

03:00 - Why 65% quit after their first onchain transaction

05:04 - What a bank actually does and what replaces it

07:30 - Binance as a financial super app for the excluded

09:30 - Binance does more for inclusion than governments

11:02 - China, protectionism and why countries need Binance

13:52 - The Dubai story: building a crypto hub from scratch

17:09 - Regulation as a moat vs regulation as a product

19:32 - The Genius Act and the stablecoin explosion

21:37 - Is compliance becoming incumbent protection?

24:39 - Binance's approach to the US market

26:29 - AI + Blockchain will rebuild every industry

28:42 - Will AI suck all trading value to the biggest firm?

33:11 - Binance AI Pro: what it actually does

36:46 - Crypto out of ideas? RWAs and the next narrative

39:14 - Why 24/7 trading changes everything

41:38 - Invisible crypto and the abstraction risk

45:58 - Hyperliquid vs Binance: who wins?

48:47 - Where does Binance's growth actually come from?

50:00 - The future: wallets replace banks

52:16 - The SAFU fund: $1B to protect users

54:23 - Crypto's real legacy: financial education

56:00 - Do banks really create money from a spreadsheet?

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“The block explorer is your x-ray machine. Open it up, and you find rooms full of people.”

In this episode of Endgame, Amanda Cassatt sits down with Austin Federa, former Head of Strategy at Solana and co-founder of DoubleZero, for a rare, candid conversation shaped by shared history on opposite sides of the Ethereum–Solana divide.

They unpack the real meaning of decentralization: is it a philosophy, a design choice, or just branding? The discussion moves from the Drift hack—revealing how a months-long social engineering attack exposed crypto’s underlying security culture—to broader questions about trust, control, and the human systems beneath supposedly autonomous technology.

Along the way, they explore financial nihilism, the psychological impact of the internet on risk-taking, and whether blockchains should stand for anything beyond speed and efficiency. What happens to values like openness and censorship resistance once real money enters the system? And who carries the ideology when institutions drift from it?

Timestamps:

00:00 Crypto values and philosophy

03:07 Speed and the evolution of blockchain design

06:05 Decentralization vs. centralization

08:58 Solana’s practical approach

11:48 FTX and Solana’s resilience

15:03 The role of decentralization in finance

17:58 Meme coins and perceived value

20:58 Financial nihilism and Gen Z

30:15 The psychology of comparison online

34:34 Roots of financial nihilism

37:41 What money actually is

41:21 The Drift hack and crypto security culture

53:00 Building the future: DoubleZero

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Links to Follow:

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

In this episode of Endgame, Amanda Cassatt cuts through the AI hype to explore what happens when creation becomes free. The result isn’t less competition—it’s more noise. She unpacks a web flooded with AI content, misaligned platforms, and the rising value of curation, taste, and real skill.

From the future of digital work to the surprising role of crypto—where AI agents, stablecoins, and frictionless UX may finally unlock DeFi—this conversation dives into the paradox of abundance and why judgment matters more than ever.

Timestamps:

00:00 Introduction

02:21 What People Get Wrong About AI Right Now

04:36 Running to Stand Still: Skills and AI

08:27 AI's Sybil Attack on Content and Platforms

12:29 The Water Line Rising: Content Overload and Curation

21:08 Finding Nutritious Content in a Sea of AI-Generated Material

25:48 New Opportunities in Content Curation and Skill Sets

26:36 AI and Crypto: Future Intersections

33:14 Quantum Computing Risks and Opportunities

36:07 The Fintechization of Crypto and Narrative Shifts

38:01 Inextricable Values in Technology

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Links to Follow:

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

“The scammy elements of crypto are turning people off—and that’s something we need to fix.”

In this episode of Endgame, Amanda Cassatt sits down with Yat Siu, co-founder of Animoca Brands, to unpack crypto’s evolution—from idealism to hype cycles—and what comes next.

They explore AI agents, the open metaverse, and who actually benefits as technology scales. Yat argues blockchain was built for a future of billions of AI agents—and we’re closer than we think.

The conversation also dives into creativity, education, and what it means to stay human in an increasingly automated world.

At its core, this episode asks: who owns the system—and is the future being built one worth living in?

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

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

Most of the people running the world are not evil masterminds; they are sincere operators trapped in an “epistemic maze.”

In this episode of Endgame, Amanda Cassatt sits down with Curtis Yarvin to explore why the rules-based international order was always fragile and how elite decision-makers operate on unexamined assumptions. They unpack Yarvin’s “interchangeable baby theory,” the 20th-century belief that human outcomes are largely interchangeable, and how this flawed idea shaped policy without ever being questioned.

The conversation shifts to modern finance, where deposit insurance, bailouts, and informal guarantees create a tower of promises barely anchored in reality. From there, they tackle AI, arguing that machines could make most humans economically useless unless society redesigns work, introducing artificial constraints so humans retain meaningful roles.

This episode examines the hidden assumptions in power, money, and labor, and what happens when technology exposes the gaps in a system built on faith and untested ideas.

Timestamps:

00:00 Intro

01:25 The Fate of the Rules-Based International Order

08:47 Interchangeable Baby Theory and Its Implications

17:58 The Stability of the US Dollar and Financial Systems

29:34 AI, Technology, and the Future of Society

34:07 The Craving for Violence in Media

34:29 Artificial Difficulty in Gaming and Crafting

34:57 Labor Supply and Demand in a Changing World

36:07 The Economic Uselessness of the Majority

36:38 Cultural Reflections on Indigenous Peoples and Welfare

38:11 AI's Impact on Employment Across Professions

38:34 The Dilemma of Meaningful Work vs. Automation

39:41 Autarky and Competing Economies

40:58 The Pursuit of Meaning Over Luxury

43:01 The Role of Technology in Shaping Labor

44:58 Cultural Stagnation and AI's Influence

46:05 The Aesthetic of AI and Over-Optimization

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Links to Follow:

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

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

"If you are using technology to manipulate other people, you should be ashamed of yourself."In this episode of Endgame, Amanda Cassatt sits down with George Hotz to explore when technology empowers and when it traps. Using the framework of finite and infinite games, they define manipulation as placing someone in a system designed to extract from them without their awareness.They examine algorithmic trading, behavioral betting, and AI agents, asking where the ethical line lies between prediction and deception. The conversation moves from societal measures like GDP to electricity, steel, and Nvidia’s AI chip dominance, highlighting how software moats create real choke points of power.George and Amanda explore whether AI will create a cognitive divide between the upgraded and the monkey class, and whether opting into algorithmic comfort loops is a voluntary surrender of agency.This episode is about the ethics of control in a world where persuasion can be automated and scaled, and whether the games we build are infinite or finite, liberating or extractive.▶️TIMESTAMPS00:00 Intro01:25 The Rise of AI Tools and Productivity03:02 The Evolution of Coding: From Direct Coders to Managers of Agents05:48 Democratization of Coding: Access and Quality08:24 The Impact of AI on Software Production and Value10:56 Cultural Manipulation and the Role of Technology13:48 The Perpetual Underclass: Fears and Realities16:14 The Future of Power Dynamics in AI18:52 The Cost of AI Development and Its Implications21:23 The Role of Culture in Addressing AI Challenges33:29 Cultural Responsibility and Advertising Ethics35:41 The Role of Technology in Manipulation38:40 Ethics of Control and Manipulation43:45 Market Fairness and Regulation46:18 The Future of Capitalism and Financial Products51:28 Electricity Production as a Measure of Progress53:08 NVIDIA and the Future of AI Chips56:30 Cultural Shifts and the Monkey Class01:01:41 The Liminal Space of AI and Culture

As artificial intelligence agents become the dominant interface to the web, the question is no longer just “Who are you?” but “Who is acting on your behalf?”

In this episode of Endgame, Amanda Cassatt sits down with Billions Network CEO Evin McMullen to examine the rapid shift toward agent-mediated internet use. At the end of last year, roughly one in every 31 website visits was conducted by a non-human actor, up sharply from just one in 200 earlier in the year.

Increasingly, we are delegating our online activity to digital butlers.But delegation does not eliminate identity. It compounds it. Evin argues that we are moving beyond traditional KYC, Know Your Customer, into a new paradigm called KYA, Know Your Agent.

If AI agents are making payments, accessing age-gated services, or interacting with financial and government systems, they must be able to prove who they represent. Identity becomes inheritable, and agents must cryptographically demonstrate the human or organization on whose behalf they act.This reframes the identity debate.

The problem is no longer just login friction or platform data extraction. It is the structural need to bind autonomous systems to accountable humans. As armies of specialized sub-agents begin coordinating tasks across domains, payments, compliance, and trust all depend on pairing the person with the agent.

Ultimately, identity becomes the backbone of the agentic internet. As humans step back from direct interaction and software takes the wheel, sovereignty shifts from logging in yourself to equipping your agents with portable, provable credentials so they can act and sign on your behalf.

Timestamps

00:00 Introduction

01:25 Understanding Identity in the Digital Age

05:15 The Flaws of Current Identity Systems

09:59 Reimagining Identity Workflows

13:00 User Control and Data Ownership

14:30 Incentives and the Future of Identity

18:28 The Role of Crypto in Identity Management

22:27 Proving Human Identity in a Digital World

25:27 The Future of Agents and Identity

30:23 Navigating the New Digital Landscape

33:09 The Intersection of Technology and Regulation