In this conversation, the hosts reflect on their New Year resolutions, particularly focusing on health and trading goals. They discuss their experiences in the trading market, highlighting the challenges and successes of the past year. The conversation shifts to the current state of the crypto market, the increasing interest in stocks, and the implications of policy changes. They explore emerging trends in crypto deals, new projects, and the gacha model's relevance in the market. The discussion concludes with thoughts on the future of prediction markets and the evolving landscape of crypto investments.
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Chapters

(00:00) Intro: Sober January & New Year Resolutions
(02:45) The "Round Trip" Year: How 2lambro gave back 60% of profits
(07:59) The Retail Exodus: Why liquidity moved to Robinhood & Nvidia
(13:42) The New VC Meta: Why Funds are incubating their own protocols
(15:53) Peek into Zama FHE Tech & Privacy Narrative
(18:11) "FOMO the FOGO": The Alpha rotation strategy
(19:34) EdgeX Review: The "Maru" Meme Coin & Mobile Experience
(21:45) Peek into Cascade
(23:12) Farming Nado: The Kraken IPO Play
(28:05) Live Gacha on PlayKami: Gacha & Polymarket would survive crypto market
(35:28) What farming is in 2026
(38:37) FOGO Preview: SVM L1 & The Valuation Metric
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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.