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AI Trades Face a Reality Check as Subscription Costs Shift
Episode 819
In this episode, we discuss the changing economics of AI subscriptions, AI stock valuations and the Zcash whale exit.
00:00 Introduction
01:01 Cryp…
1 week, 6 days ago
Crypto Liquidations Hit $380M as Bitcoin Tests Key Support
Episode 818
In this episode, we discuss the crypto liquidation sell-off, portfolio positioning and risk management, plus Vitalik’s Ethereum vision and Tread’s ra…
2 weeks ago
Ondo Jumps 30% on BlackRock News as Treasury Yields Hit 5.20%
Episode 817
BCheque and Legendary discuss Ondo's BlackRock-powered onchain portfolios, Treasury yields reaching 5.20%, and why AI-led stocks keep climbing despit…
2 weeks, 1 day ago
Dial In Zora’s Next Move: Dee Goens on Custom Pairs and the Rebuild
Dee Goens, CEO and co-founder of Zora, joins us to discuss rebuilding the company after a difficult pivot, launching Custom Pairs and cross-chain tra…
2 weeks, 4 days ago
US Treasury Yields Hit 5.13% as Bitcoin Slides Back to $83K
Episode 816
In this episode, we discuss rising US Treasury yields and portfolio positioning, Meta’s AI and hardware ambitions, and Bitcoin’s leverage flush along…
2 weeks, 4 days ago
Hyperliquid's Record Open Interest Puts $100 HYPE in Focus
Episode 815
In this episode, we discuss Hyperliquid's record open interest and the $100 HYPE question, portfolio positioning as Uniswap and Zcash rally, and Blac…
2 weeks, 5 days ago
Bitcoin Breaks $87K, Nasdaq Hits Record & Meta's AI Boom
BCheque, Legendary and Rahim discuss Bitcoin's move above $87K, record highs for the Nasdaq, and Meta's AI push. They debate thin on-chain liquidity,…
2 weeks, 6 days ago
Cambria's Next Chapter: Genesis, RSGP & Real Stakes Gaming with Ben
Ben, founder of Cambria, joins BCheque and Legendary to discuss the move from seasonal games to a permanent Genesis world. We cover real-stakes gamep…
2 weeks, 6 days ago
NEAR Soars 80%, Zcash Short Loses $35M & Bitcoin Breaks $84K
Episode 813
Bitcoin breaks above $84K as crypto rallies. BCheque and Legendary discuss building a Zcash position after a big run, holding winners versus rotating…
3 weeks ago
NEAR Rips, Zcash Nears $1,500 & Crypto Gets SEC Relief
Episode 812
BCheque, Legendary and Bread discuss Zcash's run to $1,500, NEAR's privacy narrative and how they're managing a green market without chasing every mo…
3 weeks, 3 days ago