Episode Details

In this episode, we discuss Hyperliquid's record open interest and the $100 HYPE question, portfolio positioning as Uniswap and Zcash rally, and BlackRock's AI-and-digital-assets thesis.


00:00 Introduction


00:52 Crypto Headlines and Web3 Roundup


07:30 Zcash Conviction and Buying the Winners


12:18 Moving from ETH to HYPE and Creator Track Records


17:46 Right Thesis, Wrong Asset - The DAT Lesson


21:21 Taking Profits and Accumulating Zcash


25:04 [SPONSORED] Sway Partnership


27:22 Uniswap Futures, Buybacks and the Altcoin Rally


31:08 NEAR Re-entry and the Psychology of Missed Gains


35:23 Zcash, NEAR and Revenue-Based Valuations


38:26 Lighter Unlocks and the Hyperliquid Comparison


42:10 BlackRock, AI Agents and the Crypto Payments Debate


48:58 [SPONSORED] Sway Trading Rewards


51:17 Hyperliquid Record Open Interest and Exchange Growth


55:42 The $100 HYPE Question and Final Thoughts


The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.


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