The ASYMMETRIC Crew today:

Revant Bhate: Founder, Mosaic Wellness

Shantanu Deshpande: Founder, Bombay Shaving Company

Deepak Garg: Founder at AnywhereJobs

00:00 Coming up

01:24 Intro and Welcome Deepak!

03:55 Understanding Bitcoin Treasury Companies

06:01 Bitcoin vs Gold: What’s Actually Scarcer Now

09:04 The Future of Currency: Gold, Bitcoin, and the Dollar

12:07 Can India Really Build Wealth in This Global System?

15:10 Why stablecoins matter in the US

34:04 Currency wars and global monetary power

37:31 Liquidity & Market Dynamics

41:02 Macro trends and founder decision-making

45:48 The Evolution of Consumer Tech and Market Competition

51:54 Understanding Market Cycles Through Historical Context

56:56 Zomato vs. Swiggy: The Battle for Market Share

01:10:16 The Importance of Narrative in Business

01:13:01 Market Dynamics and Competition in Quick Commerce

01:16:38 Using consumer data to drive innovation

01:21:39 The Future of E-commerce & Quick Commerce

01:25:55 The Economics of Quick Commerce

01:29:12 Investor Sentiment in the current market

01:32:13 Founder Longevity, Team Building & Scaling Vision

Swiggy Q4 FY25 Results:

https://docs.google.com/spreadsheets/d/1xv5gK0ZrD6A-M3HR0AOVhRwj4EMUTEIzdmkdekYMvCc/edit?gid=0#gid=0