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Sam Boboev: The AI x Fintech Bull Case (My Full Thesis)
Sam Boboev breaks down why stablecoins are the native currency of AI agents, why Mastercard's $1.8B blockchain acquisition and Visa's OpenAI partners…
3 months, 2 weeks ago
Alex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)
Alexander Cutler breaks down the state of investing in tokens, why Aerodrome is already the number one onchain exchange for Bitcoin, Ethereum, and FX…
3 months, 2 weeks ago
Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin
From pioneering the Transformer architecture now used in every AI stack to building the rails for the agent economy, NEAR Co-Founder Illia Polosukhin…
3 months, 2 weeks ago
Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)
Vladimir Novakovski sits down with Andy & Robbie to break down the Lighter bull thesis from The Tokenization Tower in NYC. We discuss Lighter's escap…
3 months, 3 weeks ago
David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)
David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks t…
3 months, 3 weeks ago
Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)
Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer…
3 months, 3 weeks ago
Frax Founder: The Future Of Stablecoins & Onchain Businesses (Why Now)
Sam Kazemian breaks down why the Genius Act's 120-day default acceptance is the most bullish structural change for compliant stablecoins, why you can…
3 months, 3 weeks ago
DeFi Dad: The Ethereum Bull Thesis In 2026 (What's New)
DeFi Dad breaks down why lighter's ETH escape hatch makes it the most underrated security feature versus HyperLiquid, why RWA tokenization will event…
3 months, 3 weeks ago
Haseeb Qureshi: The Meteoric Rise of Perps (And The Next Massive Move)
Dragonfly's Haseeb Qureshi breaks down why Bitcoin is not an honest macro asset, why domestic perps will disappoint compared to offshore, and why BNB…
3 months, 4 weeks ago
Mert Mumtaz & Illia Polosukhin: What Happened to Zcash (Full Explanation)
Illia and Mert break down why the Zcash situation is a known ZK circuit trade-off and not the infinite mint catastrophe the market priced in, why Pro…
4 months ago