In this episode, we talk about HYPE hitting an ATH of $37. We focus on the further upside, the bear case, the comparisons with Solana - and how funds might approach that investment. 02:54 - Finding A Ton Of HYPE - how to lose money and find it again05:01 - How To Think About Portfolio Management09:17 - How To Manage A Full Portfolio13:36 - NFT and Crypto Headlines20:52 - SUI Hack; $230M Hacked - What Happened?28:37 - The HYPE Thesis - Why Is It Up From $9 To $36?31:57 - HYPE vs SOLANA - Is This The Right Comparison?39:36 - UNIT - The Team Bringing Assets To Hyperliquid44:25 - HYPE - Price Predictions50:45 - The Fund Perspective - How Are Funds Approaching HYPE And Other Tokens Now?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 BTC hitting a new all-time high and dive into a deep discussion with OSF from Rekt.

01:28 - It is Bitcoin Pizza Day

05:06 - NFT and Crypto Headlines

10:27 - Memes on Abstract

13:03 - ETH to BTC ratio

18:19 - Main LP on SUI Cetus hacked

19:32 - Can alts pump without an ETH rally?

23:47 - Bitcoin hits new all-time high

25:09 -The American Bitcoin advantage

31:02 - The gold vs BTC advantage

36:19 - Hyperliquid up 18%

40:53 - Dial in with OSF from Rekt

42:35 - OSF's thoughts on the market

46:40 - Are internet capital markets here to stay?

50:45 - Tokenizing equity

56:08: - What is a brand coin?

01:00:30 - Have token buybacks become an industry standard?

01:04:00 - The Rekt brand opportunity

01:08:47 - Scaling beyond drinks

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 provide an update on the general market, talk about the GENIUS act and interview Shan from Animoca on bringing education on-chain.

01:20 - Leverage trading

05:35 - Chances of being liquidated

08:41 - NFT and Crypto Headlines

12:28 - Web3 Headline Roundup

15:54 - Kaito to be the "BNB for capital formation"

20:30 - Stats thoughts on Kaito

25:37 - Legendary's market overview

31:10 - Stats on macro and bonds

35:20 - JP Morgan to allow clients to buy BTC

39:10 - No BTC custody for JP Morgan clients

41:21 - Senate advances GENIUS act

50:12 - Dial in with Shan from Animoca

53:10 - The untapped opportunity of student loans

57:48 - Solving a real-world problem

01:01:10 - The concerns around putting educational data on-chain

01:03:05 - Understanding zero-knowledge proofs

01:05:22 - How to scale education on-chain?

01:09:14 - How paying back the student loans works

01:10:48 - Payment infrastructure around educational remittances

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 provide an update on macro data in the US and have a focused conversation on our portfolios.

01:41 - Tracking sleep data

06:06 - NFT and Crypto Headlines

12:24 - Web3 Headline Roundup

18:00 - Pendle and Kaito

23:59 - Legendary's thoughts on Pendle

26:40 - Trump's tax bill passes House Committee

30:18 - US recession bet on Polymarket

32:50 - What is gold doing?

35:20 - Increasing BTC exposure

39:02 - Will crypto decouple from other assets?

41:21 - Reflecting on our portfolios

46:02 - Legendary's thoughts on his portfolio

49:17 - Hyperliquid's team size

55:40 - Bread's thesis for Hyperliquid

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 Coinbase data leak, Kaito's role in web3 and share updated thoughts on our portfolios.

01:45 - People and phones

06:40 - NFT and Crypto Headlines

12:53 - Web3 Headline Roundup

15:16 - Momentum for Kaito is strong

19:28 - Opportunities for creators

22:00 - Infinex launches biggest reward pool for yappers

26:40 - Bcheque's thesis behin Infinex

30:36 - How Kaito became one of the most relevant protocols

33:00 - Bcheque's thoughts on yap farming

36:06 - Coinbase reported massive data leak

44:00 - The real risks of this hack

48:07 - Legendary's thoughts on his portfolio

51:43 - How to size your investments

53:48 - Winning a point versus winning a match

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 new metas in Web3 and the Belief ecosystem earning millions in fees daily, and we chat with Austin from Doodles as a special guest.

01:20 - Austin's magic

03:45 - NFT and Crypto Headlines

07:15 - Ethos Validators are up

10:20 - Pre vs post TGE attention

15:04 - Web3 Headline Roundup

18:05 - The thesis for Kaito

23:20 - How the Doodles team is feeling

24:57 - What is Dreamnet?

30:50 - Pasternak will stop featuring new projects

33:15 - Are new metas inherently "dumb"?

35:45 - Austin's thoughts on internet capital markets

38:40 - Are you really early?

41:22 - Ethereum Foundation announces Trillion Dollar Security initiative

50:30 - Maplestory launches at $3B FDV

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 InfoFi has become so successful and profitable, and what is propelling the Nikita Bier backed Launchcoin ecosystem. 02:06 - Early majors discussion06:40 - NFT and Crypto Headlines08:44 - Web3 Headline Roundup12:37 - Ethos NFTs - Why Social Fi Is So Interesting13:26 - Why It Was So Hard To Sell ETH17:57 - Incentive Models - What Is The CBA21:30 - Virtuals & Kaito Partner Up - The AI Agent Opportunity Now30:19 - How Token Models Are Evolving36:52 - Launchcoin Surges Past 200M - Why?46:54 - The Problem With The Revenues On Believe Ecosystem55:17 - The Core Thesis For ETH - Why Is It So BackDISCLAIMER: 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 approach the memecoin market and share our thoughts on Coinbase entering the S&P 500.

01:21 - On being a morning person

04:01 - NFT and Crypto Headlines

08:00 - Web3 Headline Roundup

11:50 - How Stats is looking at the current market

16:00 - USA and the debt ceiling

21:25 - Meme launchpad competition

28:15 - How Rahim is prioritizing meme trades

31:13 - Are internet capital markets back?

36:35 - Coinbase enters the S&P 500

40:10 - What is Coinbase's long-term business model?

44:09 - David Bailey to establish BTC treasury via a merger

50:09 - Stats' thoughts on BTC treasury companies

54:26 - Does the NAV multiple make sense?

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 market rally as a result of the US-China deal and the opportunities we find most interesting.

01:11 - Initial thoughts on the market rally

04:24 - Overwhelming amount of opportunities

09:45 - NFT and Crypto Headlines

15:23 - Web3 Headline Roundup

19:27 - USDT0 launches on Hyperliquid

23:00 - Liquidity farming on Hyperliquid

27:50 - Bread's thoughts on his portfolio and Pendle Fi

32:10 - Market rallies on US-China deal

34:40 - The anxiety rollercoaster

38:14 - How bullish are we?

41:33 - Bitcoin dominance is decreasing

44:30 - Pricing the "moneyness" of tokens

47:30 - Would ETH be higher in the absence of Hyperliquid?

51:55 - The toolkit to make it in this cycle

55:50 - The importance of taking profits

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.