In this episode, we discuss the SpaceX trading frenzy after its record IPO, the FOMC rate decision under a new Fed chair, and Nvidia tapping the debt market to fund the AI buildout.

0:00:00 Introduction

0:00:28 Crypto Headlines and Web3 Roundup

0:04:42 Is There Really An AI Crypto Trade

0:12:26 Crypto Versus Stocks Risk Reward

0:19:57 SpaceX Trading Frenzy And The Bull Case

0:27:18 Has SpaceX Even Pumped Yet

0:35:47 SpaceX Unlocks And NASDAQ Inclusion

0:41:00 FOMC Preview And The Kevin Warsh Era

0:48:13 The Narrow AI Rally And Market Intervention

0:53:04 Nvidia Taps The Debt Market For AI

0:58:41 Is The AI Bond Boom Late Stage

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 reclaiming $65K on US Iran peace news, the SpaceX pre-IPO trade ahead of today's leveraged ETF launches, and the fallout after Anthropic pulled Claude Fable Five.

00:00 Introduction

00:29 Crypto Headlines and Web3 Roundup

06:03 Inside The US Iran Peace Deal

11:56 Why This Might Not Be A Real Peace Deal

16:36 Citrini Macro Memo and Positioning

19:29 FOMC Meeting and Rate Hike Odds

22:51 Summer Rally and Midterm Risk

27:08 Token Unlocks On The Horizon

30:56 SpaceX Trade and Leveraged ETFs

38:17 Anthropic Fable Five Fallout

44:34 Regulatory Capture and Government Equity

48:49 OpenRouter Fusion API and Blended Models

52:10 Week Ahead FOMC Inflation and Yields

55:41 Outro and Telegram

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 SpaceX trading near $175 on Hyperliquid ahead of its historic IPO, Trump calling off strikes on Iran, and a hot PPI inflation print.

0:00:00 Introduction

0:00:49 Crypto Headlines and Web3 Roundup

0:05:54 Plasma's New Card Tiers and Pre-IPO Market Check

0:12:30 Why They Stopped Sharing Trades

0:21:07 SpaceX IPO Breakdown and the Largest IPO Ever

0:24:47 Do IPOs Pay Off and Buffett's Warning

0:29:38 Up or Down From $175 and the Supply Demand Case

0:33:25 SEC Delays Leveraged ETFs and the Case for Crypto

0:37:34 Forget the Valuation and Lessons From Circle's IPO

0:46:23 The Bear Case and Retail as Exit Liquidity

0:53:36 PPI Inflation Trump Iran and the Fed

0:57:57 SpaceX Unlock Schedule and Key Dates to Watch

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 Strategy's claim that $500B will rotate into Bitcoin after the IPOs, the S&P 500's slide ahead of the SpaceX listing, and the US strikes on Iran.

0:00:00 Introduction

0:00:28 Crypto Headlines and Web3 Roundup

0:05:08 Portfolio Allocation and Summer Uncertainty

0:08:36 Pokemon Mania and the Gacha Flywheel

0:12:40 Rate-Hike Odds and Echoes of the Last Cycle

0:17:43 Holding Cash and Selling Into the Collectibles Run

0:22:06 Regulatory and Enforcement Risk on the Path to Clarity

0:25:53 Chainalysis, HTX and the Case for the Clarity Act

0:33:11 S&P 500 Selloff and the Semiconductor Correction

0:36:41 Strategy CEO and the $500B Bitcoin Rotation Claim

0:41:22 A Counter Case and Flat Stablecoin Growth

0:46:34 The SpaceX IPO Trade and a 3% Float

0:51:14 Leveraged ETFs, Index Weighting and the Buy-Pressure Math

0:56:53 US Strikes on Iran and the Market Reaction

1:00:04 Closing Thoughts and SpaceX IPO Tomorrow

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 the market selling off as SpaceX rips pre-IPO, Anthropic launching Fable 5, and Morpho raising $175M at a $2B valuation.

00:00 Introduction

00:40 Crypto Headlines and Web3 Roundup

05:26 First Takes on a Red Day and the HYPE Flush

11:26 What Claude Found in the SpaceX S-1

16:56 SpaceX IPO Demand, $135 Pricing and 30% Retail Allocation

21:04 Trading the IPO - Targets and Risk Management

25:27 SpaceX as a Meme Stock and the Circle IPO Lesson

30:34 Anthropic Launches Fable 5

34:44 Hands-On With Fable 5 Agents

39:09 Morpho Raises $175M at a $2B Valuation

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.

As Required has done over $210M in volume on Hyperliquid. After the UK sanctioned Huobi Global, a single HTX withdrawal got his wallets flagged as high risk and banned from Hyperliquid, OpenSea, Polymarket and more. We discuss what happened, the compliance overreach behind it, and what it means for anyone using centralized exchanges.

00:00 Introduction

01:43 Net Short 2026 and the Macro Bottom Call

04:48 IPO Summer and the Bull Case for HYPE

07:59 Is Airdrop Farming Still Worth It

11:45 Banned From Hyperliquid After the UK HTX Sanction

15:39 Why HTX and How the Flag Spread

19:41 Clean on GoPlus and Blockaid but Banned Anyway

21:53 Implications and How to Protect Yourself

25:18 The OpenSea Bans and NFTs Worth Zero

29:29 Final Thoughts and the Case for an Appeals Process

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 Anthropic's upcoming Mythos release, Citrini's bullish Hyperliquid investment call, and why Apple's Siri AI reveal sent the stock lower.

00:00 Introduction

00:29 Crypto Headlines and Web3 Roundup

08:30 Korean markets rebound and semiconductor recovery

12:38 SpaceX pre IPO valuation reset on Hyperliquid

18:54 Should you long or short SpaceX

24:15 Anthropic prepares to release Mythos

31:19 Citrini calls Hyperliquid a compelling investment

35:24 Where Hype fits in a portfolio now

40:09 Apple reveals Siri AI and the stock sells off

45:52 RoboStrategy surges on robotics exposure

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 South Korea's KOSPI getting halted after an 8% crash, the SpaceX IPO landing Thursday, and Zcash bouncing 40% after an emergency upgrade.

00:00 Introduction

00:25 Crypto Headlines and Web3 Roundup

04:13 Agentic AI App Boom and Why Distribution Is the Real Moat

11:55 Trump Floats US Government Equity Stakes in AI Companies

17:50 Federal Equity Investments and the US-China AI Race

25:51 Leadership Volatility and Why Democracies Struggle to Plan Long-Term

31:00 KOSPI Halted After 8% Crash and the Semiconductor Selloff

35:11 SpaceX IPO Thursday at a $1.77 Trillion Valuation

40:08 Could Tesla and SpaceX Eventually Merge

47:55 Zcash Bounces 40% After Emergency Founder Upgrade

55:32 Saylor Hints at More Bitcoin as Strategy Buys 1,550 BTC

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 the Zcash infinite mint bug that crashed the token, why the pre-IPO markets are pulling back across SpaceX and AI names, and how crypto alts broke while the S&P held green.

0:00:00 Introduction

0:00:50 Crypto Headlines and Web3 Roundup

0:05:36 Legendary's Market Overview

0:08:57 Bread On Rotating Into Robotics Stocks

0:13:20 Why MicroStrategy Is Unraveling

0:19:40 Zcash Infinite Mint Bug Crashes The Token

0:27:35 The Trust Layer Problem For Privacy Coins

0:30:52 The Strange Zcash Price Action BCheque Was Trading

0:35:02 The Udi And Mert Debate Over Whether Zcash Recovers

0:40:13 Why The Whole Privacy Sector Is Now A Target

0:46:11 Pre-IPO Markets Pull Back As Fresh IPOs Reprice

0:50:55 Fidelity Lowers The SpaceX IPO Requirement To 2K

0:54:05 Closing Round On Crypto Stocks And Pokemon Cards

0:57:46 Why The S&P Won't Fast-Track Mega Cap IPOs

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 to $62K, Arthur Hayes dumping his NEAR and HYPE positions, and Kraken launching tokenized US IPO access with xStocks.

00:00 Introduction

00:38 Crypto Headlines and Web3 Roundup

06:02 Crypto's Correlation To Stocks And IPO Summer

10:25 Maximal Attention And The TCG Meta

16:29 Who Is The Marginal Buyer

21:36 Why Cards Can't Catch A Bid

27:10 Bitcoin Outflows And Arthur Hayes Dumps NEAR And HYPE

31:44 Is It OK To Flip On A Conviction Call

37:38 How To Play A Dangerous June Market

41:14 Why Useful Tokens Beat Pure Speculation

45:45 IPO Summer SpaceX Anthropic And OpenAI

50:05 Going Back To Quality And Getting Risk Off

55:53 Surviving The Cycle By Opting Out

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.