Recorded just before the market was hit by tariff chaos, this episode captures a rare quiet moment—and uses it to unpack the deeper mechanics of how crypto actually works.

From the Hyperliquid–JELLY saga to the evolving reality of intents, solvers, and Ethereum’s fragmentation, Jose brings sharp, grounded perspective without the fluff.

This isn’t a polished panel or pitch deck walkthrough. It’s a low-pressure, free-flowing conversation that cuts through the noise—from Solana’s competitive shift to stablecoin strategies and the quiet rise of Pendle.

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