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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…
1 year, 5 months 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…
1 year, 5 months 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…
1 year, 5 months 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…
1 year, 5 months 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 …
1 year, 5 months 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…
1 year, 5 months 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, 5 months 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, 5 months 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, 5 months ago
Bitcoin dominance continues
In this episode, we talk about the continued strength of Bitcoin, Arizona getting close to its own BTC reserve and the general state of the meme mark…
1 year, 5 months ago