Welcome to The Gwart Show! Today, @rajivpoc from @hiFramework joins us. We discuss the L1 trade narrative (“not cooked”), the influx of talented builders entering crypto, and dynamics between VCs and retail investors. Rajiv offers perspectives on Hyperliquid's success, the future of memecoins, and why Bitcoin-based financial products represent a massive opportunity. He also shares his optimistic outlook on washing away "grift" from the space while supporting serious builders with real business models.

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Timestamps:

00:00 Start

00:50 Who is Rajiv?

01:35 Venture capital vibes

04:26 What are builders focused on?

05:54 AI + Crypto = ?

07:51 What's Rajiv's specialty

09:54 Are L1 investments cooked?

13:49 Application development

16:16 Infra vs Apps definitions

19:19 Pump Swap

20:41 Are memecoins done?

22:42 Hyperliquid

27:48 Hyperliquid & VC funding

32:37 Direct investment

36:35 Investment time horizons

40:11 Tokens don't make assets NOT securities

43:46 Long TSLA at 75x leverage LFG

47:21 Where's the trade in stablecoins

49:35 VC gonna get REKT?

57:21 Bleeding value from tokens

1:01:20 Golden age of pump & dump

1:05:48 I WANT TO BELIVE

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