We dissect the massive institutional inflows driven by 21Shares and Bitwise HYPE ETFs, and debate whether the market cap can realistically push toward the $100 target before traditional finance starts pushing back. Lambro also shares the brutal reality of missing the bottom and why he's cautious about top-blasting it right now. Then, we pivot to the AI sector to uncover the massive run-up of Venice (VVV). Founded by crypto OG Erik Voorhees, this privacy-first AI platform is quietly generating $60M in annual recurring revenue. We break down the genius of their tokenomics (staking VVV to mint DIEM for perpetual API credits) and debate whether open-source privacy models can actually compete with the performance of Anthropic and OpenAI.
---------

Follow Marco's Twitter https://x.com/ManoppoMarco/

Follow Lambro's Twitter https://x.com/2lambro/

Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at: https://launchy.app/

--------
Chapters

[00:50] Intro: Missing the Hyperliquid (HYPE) Pump to $56
[01:42] The Wall Street Invasion: 21Shares & Bitwise HYPE ETFs
[04:16] Trading Strategy: Do You Buy HYPE at All-Time Highs?
[07:22] Can Hyperliquid Flip BNB and Reach $100?
[12:21] The Venice (VVV) Pump: Erik Voorhees' Privacy-First AI
[15:41] VVV Tokenomics: $60M ARR and Minting DIEM for API Credits
[17:00] The AI Privacy Debate: Open Source vs. Performance
------------------------------
Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.