This week, David and guest co-host Tom Schmidt (Dragonfly) unpack a deceptively quiet crypto market with Bitcoin dominance hitting 66% and altcoins eerily still. What meta could flip the trend?

They dive into Circle’s explosive 10x IPO, Robinhood’s surprise crypto surge, and why Coinbase is finally catching up. Plus: the Kalshi vs. Polymarket drama, ICOs creeping back, and how meme coins might soon help you get a mortgage.

Also: Vitalik’s Layer 1 pivot, prediction markets heating up, and signs of a new retail cycle forming.

Tom Schmidt & Chopping Block
https://x.com/tomhschmidt
https://x.com/_choppingblock
https://x.com/dragonfly_xyz

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TIMESTAMPS & RESOURCES

0:00 Intro

0:46 Tom’s crypto vibe check

1:50 Markets

26:53 Kalshi Series C
https://x.com/tomhschmidt/status/1937957381197185165
https://www.wsj.com/finance/prediction-market-kalshi-hits-2-billion-valuation-in-new-funding-round-2d0c8b4c
https://x.com/tomhschmidt/status/1937957381197185165
https://x.com/hosseeb/status/1938065110351716707

36:50 US regulator orders Fannie Mae, Freddie Mac to consider crypto for mortgages
https://x.com/pulte/status/1937944964656152800
https://x.com/crypto_bobby/status/1937951968619639046

43:44 Ethereum
https://x.com/TrustlessState/status/1936037598805590364

49:04 What Tom’s excited about

53:01 Closing & Disclaimers

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