In this episode, we discuss Bitcoin crashing below $70K as stocks sell off alongside crypto, Tether scaling back its $20B fundraise after investor pushback, and Kyle Samani stepping down from Multicoin Capital as crypto talent heads for the exit.

04:58 Introduction

06:42 Market Sentiment and Portfolio Positioning

10:11 Vibe Coding, Hackathons, and Staying Productive in a Bear Market

14:29 Crypto Headlines and Web3 Roundup

19:35 [SPONSORED] Yeet Partnership

20:49 Why Meme Coins Are Holding Up Better Than Majors

26:20 HyperLiquid Defying Gravity and What People Still Have Left to Sell

33:45 Bitcoin and Crypto Fall Again as Stocks Sell Off

37:52 Anthropic's AI Tools Spark a Tech Stock Sell-Off

41:23 Big Tech CapEx Spending and Stock Buyback Concerns

45:51 Portfolio Allocation — Uranium, Oil, and Rotating Out of US Equities

50:12 Tether Scales Back $20B Fundraise After Investor Pushback

56:52 [SPONSORED] Yeet Giveaway

59:12 Kyle Samani Leaves Multicoin Capital — Crypto Talent Exodus

1:03:15 The Future of Crypto — AI, Space, and The Middle East

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.