Podcast Episodes
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Fundamentals Are The New King of Crypto | Smac & Noah Goldberg
This week, Noah from Theia & Smac from Compound discuss why crypto’s next chapter won’t be powered by hype alone. They explain how valuations, narrat…
4 months, 1 week ago
Tempo Testnet Goes Live, Burnout In Crypto, and Farcaster’s Pivot | Weekly Roundup
This week, we discuss Polymarket data accuracy, VC involvement in portfolio companies, Paradigm’s Tempo testnet launch, reflections on burnout in cry…
4 months, 2 weeks ago
Institutional Flows Will Overpower the 4-Year Cycle | Matt Hougan
This week, CIO of Bitwise Matt Hougan joins the show to discuss fading the power of the four-year cycle, the accelerating wave of institutional adopt…
4 months, 2 weeks ago
Ethereum’s Valuation, Saylor’s Next Move, and Prediction Markets | Weekly Roundup
This week, Santi and Rob discuss market volatility, MicroStrategy’s financial health, and Ethereum’s valuation. They also dive into current macro con…
4 months, 3 weeks ago
Hivemind: Have We Bottomed, Bitcoin's Quantum Threat & Hyperliquid Unlocks
This week, the Hivemind team breaks down the current state of markets as Bitcoin looks to stabalize around $90k. We deep dive into the path forward f…
4 months, 3 weeks ago
Quadrillions: Privacy or Perish | Eli Ben-Sasson, Shaul Kfir, & Eric Saraniecki
In this episode, we discuss why privacy is critical for TradFi adoption, crypto’s privacy solutions today, and how privacy unlocks institutional adop…
4 months, 3 weeks ago
Monad Founder: The Next Chapter For Monad | Keone Hon
This week, Keone Hon joins the show to discuss the recent launch of Monad. We deep dive into Monad's ICO, launching on Coinbase, the state of airdrop…
4 months, 3 weeks ago
Klarna Launches A Stablecoin, Hyperliquid Perps & The Prediction Market Wars | Weekly Roundup
This week, we're back to discuss the top stories of the week. We deep dive into Klarna's stablecoin launch, the state of crypto VC, Hyperliquid's lau…
5 months ago
How to Trade Crypto Cycles with Raoul Pal
This week, Raoul Pal joins the show to discuss the current state of markets. As crypto & equities face their first significant sell off since the Apr…
5 months ago
Market Sell Off, State of Crypto VC & Why Your Coin Isn't Pumping | Weekly Roundup
This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the recent panic in markets, Santi's piece on crypto valuat…
5 months, 1 week ago