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Coinbase enters the S&P 500
In this episode, we talk about how we approach the memecoin market and share our thoughts on Coinbase entering the S&P 500.
01:21 - On being a morning…
11 months, 2 weeks ago
Markets rally on US-China deal
In this episode, we talk about the market rally as a result of the US-China deal and the opportunities we find most interesting.
01:11 - Initial thoug…
11 months, 3 weeks ago
ETH Hot Up 20% to $2.3K; BTC $103K
In this episode, we talk about ETH's huge move up 25%, the challenges with valuing smart contract platforms now, and the significance of big institut…
11 months, 3 weeks ago
$BTC close to $100k on teased UK-US trade deal
In this episode, we talk about the market moving up strongly, Hayes's thesis for $1M BTC, and how TradFi infrastructure is adopting crypto payment ra…
11 months, 3 weeks ago
BTC pumps on positive China-US talks
In this episode, we talk about BTC moving up on the US signaling willingness to negotiate with China on tariffs, and we discuss how to price Ethereum…
11 months, 3 weeks ago
Run on gold continues
In this episode, we talk about the current macro environment and Ethena partnering up with Unit on Hyperliquid.
01:43 - Reflecting on Token 2049
05:16 …
11 months, 3 weeks ago
Tether launches AI network
In this episode, we talk about Boop's incentive structure extensively and touch on Tether launching their own AI network.
01:40 - Bull and bear market…
11 months, 4 weeks ago
New meme launchpad Boop went live with controversial airdrop
In this episode, we talk about our content strategy and the Boop meme launchpad going live yesterday.
01:56 - Tracing when you get sick
04:36 - Traveli…
1 year ago
Ripple offers to purchase Circle for $4-5B
In this episode, we talk about Hyperliquid and Unit, Ripple's offer to purchase Circle and discuss whether it is time to go risk-on.
01:18 - The confe…
1 year ago
Blackrock to tokenize shares of its $150B treasury trust fund
In this episode, we talk about Bitcoin as an asset class, Blackrock's approach to tokenizing shares of their $150B treasury trust fund, and what it t…
1 year ago