In this episode, we breakdown whether DATs are sustainable as a companies, and whether if it's worth investing.------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/--------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:10 How does MicroStrategy DAT model works and is it sustainable?04:10 If Bitcoin went to extreme situation for years, will Strategy still survive?06:31 Is Bitmine as sustainable as Strategy as an ETH DAT?------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this episode, we delve into latest Robinhood utility plays, Arc vs Robinhood, and Ink catalyst------------------------------Follow DeFiDave's Twitter 👉 https://x.com/defidave📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:00 Intro — DeFi Dave & Lambro meet for the first time02:25 DeFi Dave's background: 9 years, Gelato, Frax, Redacted03:35 DeFi is back — why the energy at $80K Bitcoin feels like DeFi Summer04:43 Nothing is new — same DeFi mechanics, RWA just added meme coin volume05:06 Why PONS created the positive flywheel & what Robinhood chain got right07:13 UFG explained: anti-rug tech & the immutable treasury10:09 Lambro breaks down UFG mechanics: burn, redeem, pro-rata ETH floor14:22 Creator fees, revenue streams & what's coming next for UFG22:03 Blocmates' Robinhood 15 — rating projects one by one22:25 Long.xyz: savvy DeFi launchpad but no token, simplicity vs. features24:32 NetNet: cool culture but will it handle the way down like OHM V1?27:07 Longbowlend, Quotrons ERC-404 deep dive & the Ink chain connection33:10 HookFi & Uniswap V4 hooks — V4 didn't get traction until Robinhood35:52 Arrow Finance, Ramses, StonkBrokers & ORBIO one-liner rundown39:51 PareStocks vs. Pendle: why yield trading is too early on Robinhood44:03 Arc chain (Circle) breakdown — OTC premium, liquidity lock & the thesis48:15 Stock tokens vs. stable coins — why Robinhood has the better lore51:30 Future vision: municipal bonds, Yen carry trade & RWA beyond real estate53:07 Ink chain (Kraken) — Tydro, Nado, TGE catalyst & Kraken IPO56:32 What does it take to make it in crypto? Pain tolerance & patience------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this episode, we explore the latest strategy that Lambro and marco are using to navigate the market. Lambro are planning to short coins that can't monetize the bull trend, he also shared a few of his memecoin play, including $PONS who made 2x from when this pod is livestreamed.------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:25 Intro & market update: BTC hits $80K, where do we go from here?01:50 ETF flow breakdown: $600M inflows04:15 How Lambro is positioned: trimming, eyeing $72K-$75K dips & pair trades06:30 Shorting coin that can't monetize the bull market: $SUI, $VET, $ATOM08:00 $CASHCAT & $PONS: The Robinhood Chain meta17:20 Carry trade on tokenized equities — interesting but not the endgame21:45 Atlas (LayerZero) deep dive: headless exchange, HIP-3 & builder mode explained27:30 FOMO app: how KOLs are faking PnL & what to look for38:00 Outro------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

Most crypto options vaults failed in 2021. Kevin (SushiKev), founder of Enhanced, thinks he knows why — and he's building the fix. In this episode, Lambro and Kevin break down Enhanced's PAXG covered call vault: how it generates real yield on tokenized gold, how the epoch and strike system works, and why RWAs are the right asset class for on-chain options. They also discuss what's coming next — multi-asset thesis vaults, income mode, and cash-secured puts.------------------------------Follow Kevin's Twitter 👉 https://x.com/sushikevEnhanced's X👉 https://x.com/enhanced_defi📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:25 Intro & what is Enhanced — options-based structured products on-chain01:40 The PAXG Vol Income Vault explained: covered call strategy & yield mechanics04:50 Live walkthrough: epochs, strikes, spot settlement & how yield is calculated08:40 Why are you building options again? The 2021-2022 lessons & why timing is right now14:55 Why PAXG & RWAs are the right asset class for options (not BTC/ETH)17:00 Roadmap: income mode, multi-asset thesis vaults & prediction market positions24:50 Lambro's user experience & the case for cash-secured puts next27:00 Final question: what does it take to make it in crypto?------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this episode, we dive into Flying Tulip, a DeFi infrastructure that would be a one-stop solution for DeFi user, and how the future of DeFi is shaping.------------------------------Follow Anton's X👉 https://x.com/AntonNellCryptoFlying Tulip X👉 https://x.com/flyingtulip_📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:26 Intro & Anton Nell's background — Andre Cronje's right-hand man00:54 What is Flying Tulip? Building connected on-chain financial primitives02:07 The capital efficiency problem: why DeFi silos are broken04:11 Where is Flying Tulip now? FTUSD stablecoin & lending market live06:26 FTUSD explained: delta-neutral stablecoin, how yield is generated08:43 Why did Anton leave DeFi in 2022? The Yearn & regulatory pressure story09:48 Why he's back: Andre never stopped thinking about DeFi10:48 Flying Tulip vs. past prototypes — what makes this one different12:17 TRS explained: long/short positions with capital-efficient collateral usage15:20 The vision: users shouldn't even know it's DeFi17:27 Growth strategy: horizontal (new chains — BSC next) & vertical (more TVL per chain)22:41 DeFi is maturing: revenue metrics to vanity metrics now23:41 Anton's closing take: early DeFi is dying, on-chain finance is what comes next26:24 Final question: what does it take to make it in crypto?26:47 Anton's answer: live the space fully — it needs to be part of you27:00 Outro & where to find Flying Tulip------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this episode, we talked about whether BTC pump would hold or not, what caused the pump, and several new play from Lambro.------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:27 Intro & $HYPE bag check — biggest short liquidation ever?03:15 What caused the pump? SEC Clarity Act + Hyperliquid policy breakdown06:47 Do we get one more dip before the cycle pump?08:59 Funny tweet of the day: "your biggest risk is being underallocated"10:25 TLDR: trade.xyz perp dex — Lambro shills his referral code13:27 $HOOD didn't pump after Vlad's White House visit — why?14:22 GTE is back — building a Hyperliquid + HIP-3 competitor with Ethena & LayerZero15:13 What makes a perp dex worth farming? Lambro's 3-point framework17:03 Pumpamentals vs. execution: market stopped caring about strategic headlines19:09 Biggest fumble: not going all in on Hyperliquid early20:51 Flop breakdown: AI inference network, fair launch, follow-to-airdrop22:51 Kaito Pulse Chrome plugin — don't install it, use a separate browser24:16 Grift or real? Ansem.io breakdown: launchpad on Pump.fun + attention layer28:09 Ansem verdict: not extractive, actually trying — but unlikely to make a comeback29:21 Kalshi files for perps in the US31:05 Outro ------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this episode, we talked about the possibility of US stock market reversing to downtrend, a new YC-backed AI quant trading firm just beat Jane Street in returns, Robinhoods NFT, and the possibility of Neutrl's got exploited------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:23 Intro: Saylor keeps selling BTC to buy STRC02:14 Macro read: US market overheated, signs of Phase 403:12 AI bubble thesis: robotics IPOs & what pops it05:18 Using AI for stock trade signals & backtesting QQQ rotation07:03 Prodigy Research: YC quant fund claiming to beat Jane Street08:33 Lambro's take: if you're so good, why sell 7.5% to YC?10:08 Strategy capacity problem — MEV analogy for quant trading10:58 Cole (OG Pudgy Penguins founder) is back with Spritehood NFT on Robinhood Chain14:53 Is NFT dead on Robinhood? Stonk Brokers & Hyperio take16:55 Quick news: Harmony ($ONE) exploited for 2.8B tokens (~$3-4M)17:28 Neutrl stablecoin crisis: paused minting, protocol reserves affected19:23 Neutrl's shady moves: 400-700x unlocks, TOS changes23:58 Back in the trenches: $CASHCAT, $PONS & a new Uniswap V4 play "Vibe"25:53 Vibe token deep dive: $2M → $3M cap, cooked dev background28:03 Outro & $CASHCAT bag check------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this episode, we talked about Kalshi and other prediction market. How would they survive all these legal battles, and what would happen if they don't have the backings of president in the future.------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:00 Is prediction market gambling or no?02:41 Kalshi got sued by New York state15:45 How would they resolve this legal battle in the end?21:31 Mastercard acquires BVNK------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this episode, we'll be talking about EIP-8361, a latest proposal from the Ethereum researcher concerning ETH yield staking. ------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:00 Intro & $CASHCAT pumps back to $100M market cap02:06 Lambro's week: Uniswap V4 hooks, FRONG, Lil Uni & POOLS memes04:46 Marco's week: STRC back to $94, still holding05:25 Saylor's plan: sell BTC to repeg STRC back to $10006:36 Is the market bottoming? Funds eyeing spot Bitcoin07:31 EIP-8361 explained: tapered issuance burn proposal09:35 EIP breakdown: staking rewards get burned past 50% supply staked12:18 Lambro's take: wrong priority, ETH needs adoption not emission cuts14:51 Solo stakers get squeezed as margin goes to zero15:23 Sonia from 3F: TradFi wants yield — destroying it is a mistake16:47 Did EIP-8361 move ETH price? Down ~1%, nobody cared17:21 Circle (Arc) mainnet going live September 16th19:14 Soju (Meteora prev co-lead): L1s with money should just acquire teams20:08 Circle vs. Tether: who wins the stablecoin war?22:55 What would you do as Arc's CSO? Strategy breakdown25:26 Circle's problem: B2B settlement vs. chain narrative26:20 Arc's identity crisis: perp dex, Morpho, launchpad — doing everything27:54 Western Union launches USDPT on Solana — biggest old-guard adoption29:30 USDPT details: Solana-only, $7.4M liquidity, 37 markets, high-inflation focus30:56 Quick takes: Blockworks research, DefiLlama expanding33:33 Five-time founder raises $30M — the VC waterfall math nobody talks about34:25 $CASHCAT side bet: higher or lower than $125M next week?36:20 Outro------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this episode we breakdown how crypto cards and neobank works behind the scene, how they operate, and whether if the hype is real or just marketing effort. Our guest, Thomas, co-founder of Paymentscan, an onchain crypto card data, shares his take on what the industry would look like 1 year from now------------------------------Follow (speaker)'s Twitter https://x.com/tsterethPaymentscan Xhttps://x.com/Paymentscan📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:00 Intro: crypto neobanks & stablecoin cards are the hot sector00:50 Thomas intro & what Paymentscan does01:38 How Paymentscan got started & the growth timing02:45 Key metrics: why volume beats TVL & transactions for neobanks04:27 Card issuers explained: Rain, Wirex, Kulipa & how they power neobanks05:32 First time using crypto for payments — Thomas, Marco & Lambro's stories07:40 Lambro's EtherFi card experience & the yield farming angle08:55 How the neobank stack actually works: issuers, wallets, Visa/Mastercard11:07 Top 2 cards Thomas uses: Plasma One & EtherFi12:03 Will neobanks launch tokens? RedotPay, KAST & the equity vs. token debate13:17 — Geography of users: RedotPay dominates Asia & Africa, EtherFi wins the West15:21 — Why RedotPay has no cashback but still wins — product market fit explained16:53 — Investor take: 20+ cards competing, will there be consolidation?18:51 — Self-custodial vs. custodial model: what happens when an issuer shuts down19:28 — Kulipa shutdown: how Ready & Solflare users were affected23:43 — Thomas's 3 predictions: hockey stick growth, non-crypto users, big fundraises25:48 — Thomas turns the mic: which cards do Marco & Lambro actually use?29:24 — What is Paymentscan's end goal? Transparency for an unregulated space31:32 — Final question: what does it take to make it in crypto?33:05 — Outro & where to find Paymentscan------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.