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Crypto showed up to Consensus Miami in a suit — and the culture didn't show up at all. Bryan and Eric catch up post-Miami: what's new, what's current, how it actually went, and the pivots they can feel coming. They debrief the whole circuit — Miami, ETH Denver, DAS New York — and the read is the same everywhere: crypto's growing up. Eric's now the youngest guy in rooms he used to be the oldest in. $60 billion family offices want in and have no idea how. And the college kids? They don't care about meme coins or DeFi anymore — they care about prediction markets. This is Bryan Colligan and Eric Waisanen unfiltered: decentralized finance, market maneuvers, TradFi convergence, and where crypto actually sits in today's economy. From there it goes wide. Agentic payments and "nano payments" for AI agents that hold their own wallets. The love-hate grind of working with AI that's brilliant until it confidently lies to you — treat it like a talented 22-year-old intern. Tax-free, yield-bearing tokens to fund public hospitals. Data center operators hedging GPUs against Bitcoin mining, and a token paying 14 to 15% Bitcoin yield on your dollars. Then the conversation does what these two always do — wanders somewhere bigger. A million people on Mars and 10,000 Starships. Nietzsche, game theory, and why morality might just be the winning survival strategy. Theranos, Solyndra, and the Tesla factory that only exists because a $3 billion government failure built it first. Fake it till you make it — but what counts as fraud when the faker eventually makes it? The throughline back to crypto: less grift than last cycle, but not more trust. We're a $3 trillion industry with barely 0.2% actually onchain in DeFi — and retail already got burned and left. Crypto's gone full TradFi. AI is the new retail. The game just put on a suit. This is the alpha. Chapters: 0:00 Intro: Miami Vibes & a Maturing Crypto 1:18 Prediction Markets & Institutional Interest 3:00 Agentic Payments & Nano Payments 4:04 The Love-Hate Relationship with AI 5:24 Yield-Bearing Tokens for Public Bonds 6:49 Data Centers: Bitcoin Mining vs. GPUs 10:20 Biohacking, Peptides & DeSci 12:09 Space Ventures & Mars 14:55 Game Theory, Morality & the Evolution of Trust 17:47 "Fake It Till You Make It": Theranos, Solyndra & Tesla 22:53 Back to Crypto: Grift, Trust & the DeFi Mullet 27:02 Crypto's Gone Full TradFi (AI Is the New Retail) More alpha drops soon. Follow on X: Alpha Growth: @alphagrowth1 | Bryan Colligan: @bryancolligan | Eric Waisanen: @EricWaisanen The Alpha Growth team is excited to bring you real-time intel from the DeFi front lines. Catch every episode of Dose of Alpha on YouTube, Spotify, and X. Learn more at alphagrowth.io. Subscribe, like, and drop a comment to let us know what alpha you want next. #DoseOfAlpha #ConsensusMiami #DeFi #PredictionMarkets #AIagents #TradFi
By Bryan ColliganCrypto showed up to Consensus Miami in a suit — and the culture didn't show up at all. Bryan and Eric catch up post-Miami: what's new, what's current, how it actually went, and the pivots they can feel coming. They debrief the whole circuit — Miami, ETH Denver, DAS New York — and the read is the same everywhere: crypto's growing up. Eric's now the youngest guy in rooms he used to be the oldest in. $60 billion family offices want in and have no idea how. And the college kids? They don't care about meme coins or DeFi anymore — they care about prediction markets. This is Bryan Colligan and Eric Waisanen unfiltered: decentralized finance, market maneuvers, TradFi convergence, and where crypto actually sits in today's economy. From there it goes wide. Agentic payments and "nano payments" for AI agents that hold their own wallets. The love-hate grind of working with AI that's brilliant until it confidently lies to you — treat it like a talented 22-year-old intern. Tax-free, yield-bearing tokens to fund public hospitals. Data center operators hedging GPUs against Bitcoin mining, and a token paying 14 to 15% Bitcoin yield on your dollars. Then the conversation does what these two always do — wanders somewhere bigger. A million people on Mars and 10,000 Starships. Nietzsche, game theory, and why morality might just be the winning survival strategy. Theranos, Solyndra, and the Tesla factory that only exists because a $3 billion government failure built it first. Fake it till you make it — but what counts as fraud when the faker eventually makes it? The throughline back to crypto: less grift than last cycle, but not more trust. We're a $3 trillion industry with barely 0.2% actually onchain in DeFi — and retail already got burned and left. Crypto's gone full TradFi. AI is the new retail. The game just put on a suit. This is the alpha. Chapters: 0:00 Intro: Miami Vibes & a Maturing Crypto 1:18 Prediction Markets & Institutional Interest 3:00 Agentic Payments & Nano Payments 4:04 The Love-Hate Relationship with AI 5:24 Yield-Bearing Tokens for Public Bonds 6:49 Data Centers: Bitcoin Mining vs. GPUs 10:20 Biohacking, Peptides & DeSci 12:09 Space Ventures & Mars 14:55 Game Theory, Morality & the Evolution of Trust 17:47 "Fake It Till You Make It": Theranos, Solyndra & Tesla 22:53 Back to Crypto: Grift, Trust & the DeFi Mullet 27:02 Crypto's Gone Full TradFi (AI Is the New Retail) More alpha drops soon. Follow on X: Alpha Growth: @alphagrowth1 | Bryan Colligan: @bryancolligan | Eric Waisanen: @EricWaisanen The Alpha Growth team is excited to bring you real-time intel from the DeFi front lines. Catch every episode of Dose of Alpha on YouTube, Spotify, and X. Learn more at alphagrowth.io. Subscribe, like, and drop a comment to let us know what alpha you want next. #DoseOfAlpha #ConsensusMiami #DeFi #PredictionMarkets #AIagents #TradFi