Namik, cofounder of MegaETH, discusses how mainnet is going three days after launch, why over half the token supply is tied to performance milestones, and where real-time blockchain fits as Vitalik rethinks the L2 roadmap.

00:00 Interview with Namik from MegaETH

02:08 Why MegaETH Does Things Differently

04:53 KPI-Based Token Unlocks vs Low Float High FDV

07:39 Vitalik's L2 Critique and MegaETH's Thesis

12:08 Proximity Markets and Sequencer Rotation

13:36 Mainnet Early Metrics and TGE Progress

17:10 Upcoming Mafia Apps: Hit One, Euphoria, and Bricks

19:00 MegaETH's International DNA and De-Dollarization

23:25 Learnings from the Mafia Accelerator Model

25:38 Highest Leverage Moves for the Next 60 Days

28:13 FX Markets, Carry Trades, and Uncorrelated Assets on Crypto Rails

31:14 Real Yield vs Fake Yield – Namik's Ask to Listeners

The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the US jobs report surprise and what it means for markets, BlackRock bringing its BUIDL token to DeFi via Uniswap, and Korean equity perps launching on Lighter.

00:00 Intro Music

04:57 Introduction

06:44 Fear & Greed Index at 8

09:08 Finding the Next Wave

13:25 Vibe Coding and Building in the AI Era

18:19 Crypto Headlines and Web3 Roundup

22:02 Coinbase Agentic Wallets and Crypto as Infrastructure for AI Agents

28:04 Can Crypto Holders Still Believe in Anything?

35:06 Legendary's Market Overview

40:46 BlackRock Brings BUIDL to DeFi via Uniswap

42:12 Korean Equity Perps on Lighter and Samsung Up 150% in 6 Months

The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

Austin, formerly of Doodles and cofounder of Neuko, discusses building agentic media systems, launching G*BOY and Blowfish, and why storytelling and IP creation are the real moat in a world of infinite AI-generated content.

0:00:00 Interview with Austin from Neuko

0:02:05 Leaving Doodles to start Neuko

0:04:15 The founding team and early investors

0:07:53 Neuko and G*BOY - venture studio meets flagship IP

0:10:20 Building platforms for both humans and agents

0:12:53 Neuko's business model and Blowfish launch

0:16:23 The future of IP and agentic media

0:19:34 Six-month vision for Neuko

0:21:59 Neuko as an operating system and creative studio

0:24:58 Why storytelling is the moat in AI content

0:27:31 The fundraising process and advice for founders

0:32:04 Running a lean team with AI agents

0:34:20 What's next for Neuko and G*BOY

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Bitcoin dropping to $66K while gold surges to new highs, LayerZero's surprise blockchain announcement "Zero," and Monad's new Nitro accelerator program.

0:00:00 Intro Music

0:04:55 Introduction

0:06:36 OpenClaw meetup in Vienna and AI in daily life

0:09:01 AI anxiety and people quitting their jobs

0:16:52 Crypto Headlines and Web3 Roundup

0:21:03 USDAI CoinList ICO and compute-backed stablecoins

0:23:32 Bankr down 25% and MegaETH launch update

0:30:09 Legendary's Market Overview

0:36:14 LayerZero announces "Zero" blockchain

0:40:27 Monad announces Nitro accelerator program

0:45:52 Agentic hackathons and building for AI agents

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss gold reclaiming $5,000 while Bitcoin fails to act as digital gold, Alphabet's $20B bond sale signaling a corporate debt boom, and Backpack Exchange raising at a $1B valuation.

00:00 Intro Music

04:57 Introduction

06:23 Building In A Bear Market vs Bull Market

09:48 Udi's Take On AI Tools Becoming Obsolete

14:45 The Point Of Learning When AI Can Do It For You

19:05 Phunky's First Experience With Claude

21:57 Tech Barriers Coming Down But Skill Still Matters

24:37 Crypto Headlines and Web3 Roundup

28:44 Pippin Nearly Flipping Pengu

30:00 Elon's Moon City Vision And Private Space Power

34:50 Should We Colonize Mars Or Fix Earth First

38:54 Legendary's Market Overview

41:25 Bitcoin Has No Catalyst - The AI Attention Problem

43:23 How To Get Exposure To The AI Trade

47:30 Investing In Niche Markets - Dubai Water Authority

50:18 Alphabet's $20B Bond Sale And Corporate Debt Boom

54:45 Buybacks Ending As CapEx Spending Surges

57:17 Backpack Exchange Raises $50M At $1B Valuation

1:00:06 Tokens vs Equity - Does An IPO Help The Token?

1:03:05 Closing Remarks

The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss MegaETH's mainnet launch and TGE KPI structure, the Japanese snap election sending the Nikkei to all-time highs, and Crypto.com CEO's $70M ai.com domain launch.

04:57 Introduction

09:34 AI Agents and the Future of Productivity

12:48 Crypto Headlines and Web3 Roundup

17:26 White House Stablecoin Clarity Act Meeting

22:37 Bitcoin vs Gold - America vs China Thesis

26:44 Claude Opus 4.6 System Card and AI Consciousness

32:42 Andrew Kang's "Abundance Era" AI Investment Thesis

41:47 Japan's Snap Election and Nikkei All-Time Highs

45:13 Market Outlook and Bitcoin Risk-Reward

49:35 Gold Allocation Strategy and Portfolio Positioning

53:33 Crypto.com CEO Launches ai.com

56:23 MegaETH Mainnet Launch and TGE KPIs

The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Bitcoin crashing below $70K as stocks sell off alongside crypto, Tether scaling back its $20B fundraise after investor pushback, and Kyle Samani stepping down from Multicoin Capital as crypto talent heads for the exit.

04:58 Introduction

06:42 Market Sentiment and Portfolio Positioning

10:11 Vibe Coding, Hackathons, and Staying Productive in a Bear Market

14:29 Crypto Headlines and Web3 Roundup

19:35 [SPONSORED] Yeet Partnership

20:49 Why Meme Coins Are Holding Up Better Than Majors

26:20 HyperLiquid Defying Gravity and What People Still Have Left to Sell

33:45 Bitcoin and Crypto Fall Again as Stocks Sell Off

37:52 Anthropic's AI Tools Spark a Tech Stock Sell-Off

41:23 Big Tech CapEx Spending and Stock Buyback Concerns

45:51 Portfolio Allocation — Uranium, Oil, and Rotating Out of US Equities

50:12 Tether Scales Back $20B Fundraise After Investor Pushback

56:52 [SPONSORED] Yeet Giveaway

59:12 Kyle Samani Leaves Multicoin Capital — Crypto Talent Exodus

1:03:15 The Future of Crypto — AI, Space, and The Middle East

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss gold's bounce back to $5K while Bitcoin slides to $76K, Vitalik's post declaring the L2 experiment needs a rethink, and Robinhood shares dropping 50% from highs.

0:00:00 Intro Music

0:04:57 Introduction

0:06:34 AI Coding Tools and Chinese Open Source Competition

0:11:27 Crypto Headlines and Web3 Roundup

0:16:44 Polymarket's Free Grocery Store Idea

0:21:56 CryptoPunks as a Market Confidence Indicator

0:28:04 Legendary's Market Overview

0:34:43 Vitalik Declares L2 Experiment Needs a Rethink

0:42:44 Robinhood Shares Down 50% From Highs

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

GMoney shares his macro thesis on why gold's rally signals a coming liquidity event, how AI spending could trigger the next crisis, and why he's gone deep down the vibe coding rabbit hole with Claude Code.

0:00:00 Interview with GMoney

0:05:27 Gold and Silver as the Canary in the Coal Mine

0:13:44 AI Spending Crisis and Government Backstop Thesis

0:22:31 GMoney's Vibe Coding Journey with Claude Code

0:29:36 Where the Real AI Opportunity Lies

0:35:30 Brand, Trust and Distribution as the Ultimate Moat

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

Moritz shares how he turned $1,000 into a full-time trading career, starting from NFT mints during COVID lockdowns in Germany. He breaks down his famous early silver trade, his approach to balancing crypto with ETF investing, and why he's bearish on most crypto assets for 2026.

00:00 Interview with Moritz

03:52 Why the risk-reward in crypto was terrible recently

07:44 First big loss — the FTX crash

10:17 Increasing your surface area of luck

13:02 Building wealth with ETFs and productive assets

16:11 Balancing crypto trading with traditional investing

18:07 The silver trade — getting in early

21:08 2026 market outlook — bearish crypto, bullish equities

24:48 Advice for new and experienced traders

DISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.