Podcast Episodes
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Bullish day for memecoins
In this episode, we talk about how we think about the US dollar, our positions in the market, and whether the alt season will happen on the stock mar…
10 months ago
Coinbase hits new all-time high
In this episode, we talk about security best practices, FX trades, and Coinbase launching a perps product in July
(0:00) Intro
(1:44) Attacking the sta…
10 months ago
Buy SpaceX shares on Solana?
In this episode, we talk about SpaceX being brought to Solana and get into our dial in with Ross from Felix Protocol.
(0:00) Intro
(1:32) Another Legen…
10 months, 1 week ago
Circle retraces to $220
In this episode, we talk about the general state of the market, our thoughts on rates and opportunities in the stock market, and provide an update on…
10 months, 1 week ago
BTC bounces back to $101k after US strike on Iran
In this episode, we talk about the IPO meta, the Circle stock running up to $260, and how to value the company.
(0:00) Intro
(1:28) Don't spend time in…
10 months, 1 week ago
BTC shows resilience amidst geopolitical uncertainty
In this episode, we talk about US treasuries, the Genius Act and a series of news from around the web3 space that caught our attention.
(0:00) Intro
(1…
10 months, 2 weeks ago
TRON plans IPO via reverse merger
In this episode, we talk about the nature of this cycle, how we position ourselves, and discuss the conflict in the Middle East.
(0:00) Intro
(1:30) St…
10 months, 2 weeks ago
$HYPE is up 10% on the day to $44
In this episode, we talk about the price action around Hyperliquid and the conflict in the Middle East.
(0:00) Intro
(1:28) Legendary got into golf
(5:5…
10 months, 2 weeks ago
Coinbase partners with Shopify to enable USDC payments
In this episode, we talk about the market's reaction to Israel striking Iran and discuss Coinbase's strategic positioning extensively.
(0:00) Intro
(1:…
10 months, 2 weeks ago
Stripe acquires Privy
In this episode, we talk about Plasma extending their deposit cap, Stripe acquiring Privy and we interview Spencer, the founder of Orange Cap Games.
(…
10 months, 3 weeks ago