In this episode, we talk about how on-chain stocks are changing, touch on the Big Beautiful Bill and get into our dial in with Enzo from GTE.

(0:00) Intro
(1:34) ETH is a $2.4k asset
(2:30) AI starts to do weird things
(6:34) On-chain stocks and value accrual
(11:14) Why perpetual futures are a game changer
(19:35) NFT and Crypto Headlines
(23:07) Web3 Headline Roundup
(24:59) Big Beautiful Bill passes the US Senate
(33:13) How the market is reacting
(40:19) Dial in with Enzo from GTE
(40:57) The fat app thesis
(45:34) Why token pairing matters
(47:11) Apps are distribution powerhouses
(50:44) GTE vs. Binance vs. Hyperliquid?
(53:55) Why execution speed matters so much
(56:30) What is the recipe for GTE's success?
(1:01:38) GTE's fundraising strategy
(1:03:45) MegaETH focuses on community-inclusive rounds
(1:09:37) Understanding technical bottlenecks
(1:15:20) What is Enzo most excited for

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 talk about how we think about Trump and his demand for 1% interest rates, the DXY getting weaker, Robinhood's big crypto move, and ETH treasury companies outperforming.

(01:56) Crypto conferences plan

(05:55) NFT and Crypto Headlines

(09:37) Rate cuts - what is going on and when?

(11:20) DXY weaker than ever, Trump Is Fed

(17:48) Tariffs no longer important; interest rate supremacy

(20:52) $300B advisory firm recommends 40% crypto exposure for aggressive investors

(28:27) Robinhood merges crypto and tradfi

(47:16) LPing on stocks, new opportunity

(48:58) ETH treasury company sends 700% in 24 hours

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 talk about how we think about the US dollar, our positions in the market, and whether the alt season will happen on the stock market.

(0:00) Intro
(1:20) TEDx goes stablecoins
(4:14) Bread is going naked
(8:01) NFT and Crypto Headlines
(9:54) Bread almost got liquidated on Kaito
(15:12) Megalios minted out successfully
(19:55) The new formula for NFTs
(26:00) Web3 Headline Roundup
(30:42) Accelerator competition is heating up
(33:33) USA is focused on growth
(37:35) How to react to a weak dollar?
(44:43) Phunky's thoughts on the US dollar
(47:05) Tether sees itself as a stable company
(49:43) Robinhood teases major announcement today
(53:48) Is the new alt season on the stock market?

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 talk about security best practices, FX trades, and Coinbase launching a perps product in July

(0:00) Intro
(1:44) Attacking the stablecoin stash
(3:20) NFT and Crypto Headlines
(6:46) Web3 Headline Roundup
(9:05) Is Kraken competing with neobanks?
(14:45) Robinhood offers 2% deposit match for non-USDC crypto
(19:30) Self custody is not for everyone
(24:13) The dollar is weakening against other currencies
(26:20) Looking at the DXY chart
(32:32) Phunky's reflection on opsec
(37:13) [SPONSORED] Polkadot Explorations: GIGAHydration
(40:56) Coinbase and S&P 500 at all-time high
(49:06) Coinbase launches perps in July
(51:06) Are Coinbase perps bearish for Hyperliquid?
(54:46) Who is trading perps?

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 talk about SpaceX being brought to Solana and get into our dial in with Ross from Felix Protocol.

(0:00) Intro

(1:32) Another Legendary golf update

(4:24) NFT and Crypto Headlines

(9:07) BCheque's read on the art market

(12:23) Megalio mint on Saturday

(16:56) Web3 Headline Roundup

(18:30) Crypto counting as an asset towards a mortgage?

(22:06) Borrow against your Bitcoin instead of selling

(28:30) Short market update

(30:31) Buy SpaceX stocks on Solana?

(36:42) Prediction market Kalshi raised $185M

(42:24) Dial in with Ross from Felix Protocol

(43:55) Stability pools to benefit from volatility

(45:10) Ross' military background before crypto

(47:57) Leveraging military skills in web3

(49:55) Focusing on 1-on-1 conversations for BD

(51:39) Who are the Felix users?

(53:14) Explaining the products on Felix

(54:56) How Felix will use HIP3

(57:15) Understanding feUSD and redemption risk

(1:00:38) Why Felix is building on Hyperliquid

(1:03:45) Measuring success

(1:06:29) Felix is finalizing their seed round

(1:07:49) What's next for Felix?

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 talk about the general state of the market, our thoughts on rates and opportunities in the stock market, and provide an update on our portfolio strategy.

(0:00) Intro

(1:20) Modern Market the lifestyle brand?

(8:12) NFT and Crypto Headlines

(12:18) Slashing founders on Ethos

(13:57) Integrating Ethos on other platforms

(19:08) Gaming Ethos?

(21:28) Web3 Headline Roundup

(23:36) Blockworks announced quality active addresses as a metric

(25:13) Circle retracing and market overview

(25:16) Trading Circle into Coinbase?

(29:16) BCheque's thoughts on risk-reward in the stock market

(31:29) Legendary's thoughts on his portfolio

(34:35) You don't need to lose money to farm an airdrop

(38:02) The risk of exploring new protocols

(40:26) Bread is paying more attention to TradFi

(41:47) Sharplink expands ETH treasury

(44:30) Updated thoughts on BTC and crypto treasury companies

(52:22) Ledger lands sports sponsorship with San Antonio Spurs

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 talk about the IPO meta, the Circle stock running up to $260, and how to value the company.

(0:00) Intro

(1:28) Don't spend time in the sun

(3:30) Tracking and optimizing all things

(7:47) NFT and Crypto Headlines

(9:52) First thoughts on an IPO meta

(12:28) Blockchains are turning into incubators

(15:05) How the Sonic airdrop will work

(21:43) Web3 Headline Roundup

(25:00) BCheque is dominating the Infinex leaderboard

(23:00) Gambling is on an incredible rise

(27:23) Our thoughts on angel investing

(37:18) OKX considering US IPO

(39:37) Circle vs. Visa/Mastercard

(43:24) Is Circle overvalued?

(45:34) Phunky's thoughts on stablecoins and Circle

(47:39) Why Circle is more than just USDC

(55:00) Should we look at Circle like a bank?

(58:34) Short geopolitical update

(1:01:15) Telegram stickers are trending

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 talk about US treasuries, the Genius Act and a series of news from around the web3 space that caught our attention.

(0:00) Intro

(1:18) Legendary is buying more Bad Bunnz

(4:56) Are crypto stocks trading more and more like memes?

(12:11) NFT and Crypto Headlines

(16:37) When will NFTs come back?

(22:06) Web3 Headline Roundup

(24:48) The L2 to ETH power dynamic shifted

(29:20) What happened with PAWSE on Bullpen?

(34:00) Subprime crisis but for stables?

(38:00) Bread's take on Eigencloud

(39:36) Short macro update

(41:41) US plans to ease bank restrictions for US treasuries

(45:15) Is more growth power moving back to the government?

(49:36) Genius Act passed in the Senate

(54:12) Publicly traded company Eyenovia to establish Hype reserve

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 talk about the nature of this cycle, how we position ourselves, and discuss the conflict in the Middle East.

(0:00) Intro

(1:30) Stablecoins and institutions are here to stay

(7:17) NFT and Crypto Headlines

(11:52) Plush Pepes are selling for 5,000 TON each

(14:50) Web3 Headline Roundup

(17:28) Is LiquidLaunch a leveraged Hyperliquid play?

(19:42) What will Web4 be?

(22:09) Is this the last cycle?

(23:00) TRON plans to IPO via reverse merger

(24:50) Have we moved away from the spirit and ethos of crypto?

(30:10) A permissionless also includes governments and institutions

(33:20) Voting on the Genius Act and political volatility

(34:43) Speculation always happens

(37:50) Political update on the Middle East

(40:38) Progress on the UK-US tariff deal

(42:46) Bitcoin above 100k despite geopolitical headwinds

(43:55) Phunky's thoughts on the geopolitical situation

(45:17) How Hyperliquid should be priced

(49:39) JPMorgan files trademark for JPMD

(52:10) Legendary's thoughts on Plasma after the final deposit cap

(54:45) Was Plasma a whales' game?

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 talk about the price action around Hyperliquid and the conflict in the Middle East.

(0:00) Intro

(1:28) Legendary got into golf

(5:53) NFT and Crypto Headlines

(11:17) BCheque is bullish on Hype

(15:29) Web3 Headline Roundup

(17:47) ETH is digital oil?

(21:30) How BCheque is researching the news

(25:44) $SBET is still down 72% over the week

(28:00) A day in the life of Bread: TikTok content

(33:42) What is happening to the oil price?

(41:34) Why HIP-3 is massive for Hyperliquid

(45:17) How Hyperliquid should be priced

(52:24) Bybit announces on-chain DEX Byreal

(57:27) Trump Media approved by SEC to buy 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.