In this episode, we provide a general market overview, discuss crypto-adjacent stocks and analyze the Pump Fun token launch.

(0:00) Intro

(1:35) Refusing to round numbers

(6:10) NFT and Crypto Headlines

(8:42) Massive ETF inflows

(16:40) CryptoPunks at $129k

(19:50) Web3 Headline Roundup

(24:40) Trading into SBET?

(28:30) Premium for ETH treasury companies

(38:40) [SPONSORED] Polkadot Explorations: Ecosystem Roundup

(42:55) BTC all-time high and market overview

(50:11) Pump Fun acquired Kolscan

(54:48) How we trade the Pump token sale

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 a general market overview, discuss angel investing in web3 and analyze the Pump Fun token launch.

(0:00) Intro

(1:26) It's a good day to have a good day

(7:21) NFT and Crypto Headlines

(10:01) Fartcoin vs Pengu?

(15:57) How much do memes need to outperform BTC to be attractive?

(19:20) Web3 Headline Roundup

(21:14) Bullpen integrates Hyperliquid

(27:57) On angel investing in web3

(35:28) The two right approaches to angel investing

(40:19) BTC all-time high and market overview

(50:17) Pump Fun tokenomics announced

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 narrative for ETH, Phantom announcing Hyperliquid powered perps and the battle for building the everything app onchain.

(0:00) Intro

(1:10) Crowdsourcing feedback

(6:35) NFT and Crypto Headlines

(6:49) What is the narrative for ETH?

(12:35) SBET is up 64% over the last 5 days

(20:50) Bonk vs Pump Fun market share

(25:56) Is the Pump Fun sale still attractive?

(35:26) Web3 Headline Roundup

(37:15) Phantom announces Hyperliquid powered perps

(42:40) Everyone wants to build the everything crypto app

(48:09) OpenSea acquired Rally to build everything app

(54:10) Streamex raises for gold treasury on Solana

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 stock market, BTC treasury companies and the Pump Fun raise details.

(0:00) Intro

(1:22) Morning routines and red light therapy

(8:22) NFT and Crypto Headlines

(11:48) Where are Pudgy Penguins going?

(14:10) Web3 Headline Roundup

(18:30) Everyone wants Bitcoin

(20:30) The Modern Market treasury strategy

(24:10) $1,000 in stocks for every American newborn

(29:39) Stocks as a community airdrop

(34:30) Number of BTC treasury companies increasing significantly

(39:48) Pump Fun raise details leaked

(54:24) Trump tariff update

(57:14) Trump administration to publish BTC report on July 22nd

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 our thoughts on the market, Elon's America Party and whether memecoins are coming back or not.

(0:00) Intro

(2:00) Midwest vs West Coast

(5:33) NFT and Crypto Headlines(

7:31) Our thesis for Rekt(15:18) Time to go risk-on?

(25:40) Web3 Headline Roundup

(29:25) Unit volume and onchain stocks

(37:26) Elon creates America party

(42:04) Bread's thoughts on America party

(47:40) LetsBonk flips Pump Fun in 24hr revenue

(56:42) How GCR made his money

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 online gambling and share our thoughts on the Circle stock and other crypto-related IPOs.

(0:00) Intro

(1:25) Why is there drama on the timeline?

(6:05) BCheque's thesis on a new crypto demographic

(9:16) NFT and Crypto Headlines

(13:30) Web3 Headline Roundup

(15:23) Cultural nuances in NFT collections

(17:24) What do we think of the casino trend in web3?

(23:00) Gambling is on an incredible rise

(27:37) Casino deals vs meme deals

(33:23) [SPONSORED] Polkadot Explorations: FIFA Rivals is live

(36:29) Short geopolitical update

(38:35) Betting that nothing happens

(41:01) The Circle trade

(46:00) Legendary's thoughts on follow-on IPOs

(48:10) Circle is pumping while Visa and Mastercard go down

(49:54) Phunky's thoughts on why Circle is overvalued

(55:35) Strategy for the next IPOs

(1:01:32) Blockworks announces token transparency framework

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 Veda and GTE raise and provide an update on the ceasefire in the Middle East and how it impacted the market.

(0:00) Intro

(1:59) On golf and competitiveness

(7:10) NFT and Crypto Headlines

(12:20) Web3 Headline Roundup

(15:28) The treasury and stablecoin meta is dominating

(20:54) Are BTC treasury companies a top signal?

(25:06) Trading Circle into Coinbase?

(29:55) How we are thinking about interest rates

(32:33) Market bounces after ceasefire in the Middle East

(38:36) Veda raises $18M to build a DeFi engine for apps

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

(45:33) GTE raises Paradigm-led round to build fastest DEX

(50:56) Should we value successful apps higher than the blockchain they are on?

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 Hyperliquid, on-chain stocks, and the endgame in crypto

(0:00) Intro

(02:21) Too many similarities?

(04:55) Hype over $40 makes Wardaddy happy

(06:27) NFT and Crypto Headlines

(10:35) Web3 Headline Roundup

(11:15) Crypto companies are becoming banks

(17:35) Will stocks trade like memes?

(22:11) Are crypto treasury companies healthy holders?

(25:00) Addentax Group buys 12k BTC from independent holder

(30:22) Wardaddy explains Hyperliquid CoreWriter

(36:38) [SPONSORED] Polkadot Explorations: Hydration GigaETH

(39:05) BlackRock BTC ETF revenue flips S&P 500 ETF revenue

(43:07) Stacking sats is the endgame

(46:23) Every generation has their opportunity

(48:44) Legendary's thoughts on portfolio goals

(53:27) Peter Thiel backs Erebor as SVB replacement

(54:55) OpenAI pushes back on Robinhood's private stock offering

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 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