In this episode, 2lambro and Marco dive into the newest metas rotating capital in the bear market—from the "Bags" app allowing anyone to tokenize GitHub stars, to the insane story of a developer "CTO-ing" his own coin. They also break down the "Anatomy of a Crime" on Polymarket (how teams rig ICO prediction markets), the implications of NASDAQ going 24/7, and why major VCs like Hashed are suddenly launching their own Layer 1 blockchains.
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Chapters

(00:48) Intro: Solana Seeker Phone & "SOLBiscuit"
(05:13) The "Bags" App Meta: Tokenizing GitHub Stars
(07:00) The $GAS Story: How a Dev CTO'd his own coin to $40M
(12:50) How 2lambro Finds Alpha (Onchain Crime App)
(17:27) Why ICOs are Dead (Allocations are too small)
(19:10) Market Update: Shorting L2s & Longing "Crime"
(26:19) Anatomy of a Crime: Rigging Polymarket ICOs
(29:06) VC Pivot: Why Hashed is launching an L1
(31:48) NASDAQ 24/7: Is On-Chain Trading Obsolete?
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Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this conversation, Dan from Pendle discusses the recent announcement of sPENDLE, a new token model that aims to simplify the user experience and address the limitations of vePENDLE. The discussion covers the evolution of vePENDLE, the challenges faced, the mechanics of the new sPENDLE model, and the implications for liquidity and market dynamics. Dan also shares insights on the buyback mechanism and the future outlook for Pendle in the DeFi space.
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Chapters

(01:00) Intro: Live with Dan from Pendle
(02:41) The History of vePENDLE (Curve Wars Origin)
(05:23) Why vePENDLE Failed: The "Unproductive Pool" Problem
(09:02) The Announcement: Introducing sPENDLE
(10:35) No More Locks: Transitioning 2-Year Lockers
(13:11) The "30% Emission Cut" Alpha
(14:20) sPENDLE Yield: Estimating 12-17% APY via Buybacks
(17:56) Boros Protocol: The Funding Rate Play
(25:25) Cross-Chain PTs: Expansion to Solana & Ton
(28:26) Is the "Points Meta" Dead? (The Future of Yield)
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Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this conversation, Marco and 2lambro discuss various aspects of the crypto market, including the recent controversial token launch by the former New York mayor, the rise of meme coins like Tomato, and the current state of trading strategies. They delve into the implications of privacy coins and stablecoin regulations, share insights on market sentiment, and explore innovations in reputation and identity within the crypto space. The discussion also touches on the darker side of crypto, including scams and rug pulls, and concludes with thoughts on tracking smart money and future market predictions.
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Chapters

(00:53) Intro: "Miss Trenches" is Back
(01:19) The NYC Mayor Rug Pull (Eric Adams)
(04:06) AI Meta: Claude AI Tomato & The Murdered Fish
(06:03) Market Alpha: Shorting L2s & Trading "Story"
(08:11) Why Privacy Coins are Dead (Dubai Ban)
(13:45) Fluent's "Prints" & Reputation Identity
(16:41) PEAK DEGEN: The "Tokyo Escort" Coin Saga
(21:32) New Tool: Onchain Crime App (Smart Money Tracker)
(25:40) Rumor: Starknet Listing on Solana?
------------------------------
Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this engaging episode, host 2lambro welcomes Doug Colkitt, a seasoned professional in the crypto and trading space, to discuss the upcoming launch of FOGO, a new blockchain designed for high-performance trading. The conversation kicks off with a light-hearted introduction, where Doug shares his background in high-frequency trading and his transition into the crypto world. They delve into the essential features that make a successful decentralized exchange (DEX) and blockchain, emphasizing usability, security, and user experience. Doug outlines the unique aspects of FOGO, including its speed and reliability compared to existing chains like Solana, and the importance of aligning the blockchain's value with its applications.
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Chapters

(00:00) Intro: Is Monad a "Catfish"?
(05:22) Why He Left Citadel: HFT Quant to DeFi Founder
(09:27) Fogo Deep Dive: 40ms Blocks & SVM Architecture
(13:42) App-Chains are Broken: The Fogo vs. Hyperliquid Thesis
(18:11) ALPHA: "Just Pay Attention" (ICO Hints)
(23:37) Community Building: Why Vibes Matter More Than Metrics
(27:35) Day 1 Launch: Valiant DEX, Nado, & NFTs
(33:39) Career Advice: The Importance of Mental Flexibility
------------------------------
Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this conversation, the hosts reflect on their New Year resolutions, particularly focusing on health and trading goals. They discuss their experiences in the trading market, highlighting the challenges and successes of the past year. The conversation shifts to the current state of the crypto market, the increasing interest in stocks, and the implications of policy changes. They explore emerging trends in crypto deals, new projects, and the gacha model's relevance in the market. The discussion concludes with thoughts on the future of prediction markets and the evolving landscape of crypto investments.
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Chapters

(00:00) Intro: Sober January & New Year Resolutions
(02:45) The "Round Trip" Year: How 2lambro gave back 60% of profits
(07:59) The Retail Exodus: Why liquidity moved to Robinhood & Nvidia
(13:42) The New VC Meta: Why Funds are incubating their own protocols
(15:53) Peek into Zama FHE Tech & Privacy Narrative
(18:11) "FOMO the FOGO": The Alpha rotation strategy
(19:34) EdgeX Review: The "Maru" Meme Coin & Mobile Experience
(21:45) Peek into Cascade
(23:12) Farming Nado: The Kraken IPO Play
(28:05) Live Gacha on PlayKami: Gacha & Polymarket would survive crypto market
(35:28) What farming is in 2026
(38:37) FOGO Preview: SVM L1 & The Valuation Metric
------------------------------
Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this conversation, the hosts discuss various aspects of the cryptocurrency market, including trading strategies, recent developments in crypto projects, market sentiment, and innovative investment strategies. They explore the impact of economic factors on market predictions and delve into the differences between wallet and non-wallet solutions in the crypto space. The discussion also touches on the intersection of AI and crypto, highlighting emerging trends and the speculative nature of the market.
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Chapters

[06:03] Analyzing the $1.2B FDV on Hyperliquid's pre-market and the short opportunity.
[16:46] Ethena & HyENA
[26:53] Farcaster's Pivot
[38:36] Systematic Dip Buying
[40:32] Advanced Pair Trading
[45:03] The analysis of the new FinTech startup that gamifies credit card debt.
[48:47] Who is this product actually for?
------------------------------
Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this conversation, the guest shares their journey into the world of crypto trading, discussing their trading style, strategies, and the importance of risk management. They emphasize the significance of patience in trading and provide insights into their daily routine and market analysis. The discussion also covers valuable resources for new traders and lessons learned from both wins and losses in the trading arena.
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Follow Heart's Twitter https://x.com/heartereum/

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Chapters

(00:00) Intro: The "Boring" Market & Hentai PFPs
(01:45) Heart's Origin: From DeFi Summer to Perp Trading
(05:19) Why High Time Preference is Killing Your Gains (DeltaXBT Shoutout)
(07:12) Discretionary Trading: No Systems, Just Vibes?
(09:58) How to Build a Watchlist: Tracking Narrative & Volume
(12:12) Controversial Strategy: Trading Without Stop Losses
(15:44) A Day in the Life: Trading the European Session
(22:29) Market Outlook: Why We Are In a Bear Market
(24:33) The Robinhood Effect: Why Retail Prefers Stocks over Crypto
(26:35) Current Bags: ZEC (ZCash), FARTCOIN, & HYPE
(36:22) Biggest Win: The "Copper Launch" Auction Hack
(39:42) Advice: "Don't Trade Perps Until You're Rich"
(46:09) The 3 Books Every Trader Must Read
(51:22) Final Alpha: Patience is the only Edge
------------------------------
Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this conversation, the hosts discuss the current state of the cryptocurrency market, focusing on recent trends, macroeconomic influences, and trading strategies. They explore the dynamics between Bitcoin and altcoins, the implications of macroeconomic factors on trading, and the future of blockchain technology, particularly the differences between Layer 1 and Layer 2 solutions. The discussion also touches on token economics and the viability of emerging projects in the crypto space.
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Chapters

(00:00) Intro: Bitcoin Pumping to $86k
(01:25) The "Fastest Horse" Strategy: Why ZCash (ZEC) is Up
(04:34) Crypto vs. Macro: Why Traders are Watching Stocks
(08:09) Market Rotation: Why Old Coins are Beating New Tech
(12:41) HYPE Analysis: Is it a Buy or a "Bull Trap"?
(18:13) The L1 Debate: Are Blockchains "iOS" or just "5G"?
(25:13) Why Your Tokens Are Worthless
(29:00) Prediction Markets + (3,3) Inflation
(33:31) Builder Codes & Fees: The "Base App" Controversy
------------------------------
Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this conversation, Mikhail, co-founder and CEO of YUMI Finance, discusses the intersection of cryptocurrency and traditional banking, particularly focusing on neo banks and the buy now, pay later (BNPL) model. He explains how YUMI aims to provide credit as a service on stablecoin rails, allowing users to access credit in a more flexible and user-friendly manner. The discussion also touches on the challenges and opportunities in emerging markets, the future of credit in the crypto space, and the importance of perseverance in the fintech industry.
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Follow Mikhail's Twitter https://x.com/shortusdlongeth/

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Chapters

(00:00) Intro: Is the Market Down? & Rapid Fire
(01:23) The Sad State of Crypto Cards (Ether.fi vs. Kast)
(01:47) Why Neobanks are the "Trojan Horse" for Crypto
(03:30) Introducing Yumi: The "Klarna" of Web3?
(05:46) BNPL vs. Credit Cards: The 6% Merchant Fee Secret
(09:06) Why Banks Love "Unsecured Lending"
(11:04) Gen Z & The "Zero Interest" Loan Addiction
(14:05) The World's First Crypto Credit Card? (No Collateral)
(16:13) Killing the Credit Score: Underwriting via On-Chain Data
(17:57) Alpha Alert: Equity vs. Token Airdrops? 🪂
(19:05) The Future: Buying Conference Tickets on Credit
------------------------------
Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

In this conversation, the participants discuss the evolving landscape of perpetual decentralized exchanges (Perp DEXs), focusing on the unique features and challenges faced by Pacifica, a hybrid Perp DEX. They explore the importance of user feedback, liquidity, and sustainable business models in the DeFi space. The discussion also touches on market dynamics, user experience, and the future of Perp DEXs, emphasizing the need for innovation and differentiation in a competitive environment.
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Follow Greg's Twitter https://x.com/_guynemer/

Follow Duo's Twitter https://x.com/duo_du0

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Chapters

(00:00) - Intro: Monday Market Chaos & S&P Futures
(00:42) - Rapid Fire: Hyperliquid vs. Lighter (The Controversy)
(02:11) - Is the Perp DEX War Over? Or Just Beginning?
(05:50) - What is Pacifica? Building a "Hybrid" Exchange
(09:51) - The "Farmer" Perspective: Why Speed Matters
(13:53) - Do DEXs Need a "Ponzi" Feature to Win?
(17:33) - Hyperliquid’s Secret: Why HLP Worked
(21:02) - The Billion Dollar Question: Is "Zero Fees" Sustainable?
(25:14) - Data Analytics: How to Spot "Fake Volume"
(29:32) - Bitcoin at $86k?! (Live Reaction)
(30:44) - 2lambro’s Review: Why He Still Uses Bybit & Binance
(36:34) - We Need Pretty Girls to Scale
(40:52) - EXCLUSIVE ALPHA 🎁
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Disclaimer
All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.