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.

In this episode, we discuss the S&P hitting record highs as Bitcoin falls to $66K, Hyperliquid emerging as Wall Street's convenience store, and Marvell surging 32% after Nvidia's trillion-dollar call.

00:00 Introduction

00:29 Crypto Headlines and Web3 Roundup

05:34 Outperformers and Wild 30% Daily Stock Moves

08:54 NEAR's Real Usage and Revenue Story

12:46 Buying Zcash Through Infinex and Near Intents

18:03 Saylor's STRC Death Spiral and the APX USD Depeg

23:30 Could Hyperliquid Survive a Bitcoin Collapse?

31:34 Security Fears Over the Gnosis Hack and Centralization

37:42 Hyperliquid as Wall Street's Convenience Store

41:09 Marvell +32% and the AI Concentration Trade

48:01 What Counts as an AI Company? Dot-Com Echoes

51:50 Mag 7 Concentration and Why Centralization Wins

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 Saylor selling Bitcoin for the first time since 2022, Telegram rebranding its TON token to GRAM, and Anthropic confidentially filing for its IPO.

0:00:30 Crypto Headlines and Web3 Roundup

0:07:30 Virgin Galactic Confused For The SpaceX Ticker

0:11:15 Market Exhaustion And The Four Year Cycle

0:15:50 Saylor Sells Bitcoin First Time Since 2022

0:21:22 The Only Bitcoin Bidder Just Stopped Bidding

0:26:11 Can Currency Debasement Revive The Bitcoin Bid?

0:31:36 VCs Force The Public To Buy SpaceX Via Index Funds

0:37:19 Early Investors Win Even If SpaceX Dumps

0:43:05 Telegram Rebrands TON To GRAM

0:47:01 Founder Mode And Whether TON Needs A Buyback

0:51:35 Anthropic Files Confidentially For Its IPO

0:55:29 Is Moving The IPO Up Bearish For Late 2026?

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 Hyperliquid's surge to a $73 all-time high, the controversial SpaceX IPO index rule change, and the explosive run across on-chain trading card markets.

00:00 Introduction

00:51 Crypto Headlines and Web3 Roundup

06:10 SpaceX IPO Index Rule Change

13:01 Chesterton's Fence and Why Those IPO Rules Existed

21:32 Hyperliquid Hits $73 All-Time High

27:01 Hype's Bitcoin ETF Moment Has Arrived

30:11 How High Can Hype Go vs ETH and Solana

37:18 Cards and the Collector Crypt Trade Idea

41:42 Winning Pokemon Cards On-Chain With Gacha

46:46 Real Yield Or Ponzi Managing The Gacha Trade

51:20 Kalshi Perps and Binance On-Chain Stock Trading

55:58 Breaking Strategy Sells 32 Bitcoin

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 ICE (the owner of the New York Stock Exchange) meeting the Hyperliquid team, the S&P pushing to fresh all-time highs above 7,500, and Anthropic's $65 billion Series H raise at a $965 billion valuation.

0:00:00 Introduction

0:00:40 Crypto Headlines and Web3 Roundup

0:04:55 Oracle Risk and Blockchain Downtime

0:10:48 Eli Lilly and the GLP-1 Peptide Trade

0:14:37 Peptides, BPC-157 and the Iggy Azalea Anniversary

0:20:09 Peptides as a Longevity Trend

0:23:24 S&P All-Time Highs and the US-Iran Ceasefire

0:27:35 Dell's 33% Surge and the $9.7B Pentagon Contract

0:33:50 Dell, Trump Accounts and the Corruption Question

0:37:59 The Dell Family Trust Accounts Debate

0:43:59 Everything Rally vs AI Rally and the Summer IPO Thesis

0:49:22 ICE Meets Hyperliquid and the TradFi Convergence

0:53:50 Would ICE Take a Stake in Hyperliquid?

0:59:01 Anthropic Raises $65B at a $965B 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.

In this episode, we discuss Bitcoin's crash to $73K dragging the whole market down, Trump's promise to never let crypto down, and Liquid's new Co-Invest letting you trade directly via Claude.

00:00 Intro Music

00:28 Introduction

02:57 Crypto Headlines and Web3 Roundup

09:33 Bitcoin ETF Outflows And The Crypto Bid Drying Up

14:00 Hyperliquid Decoupling And The Hype Trade

17:42 Cutting The Hype Position And Portfolio Rebalancing

21:13 Crypto Versus Equities Allocation

26:02 Is ETH Just A Bad Asset

30:53 Speed-Running The Risk Curve Into AI Plays

34:35 Trump Vows To Never Let Crypto Down

37:30 World Liberty Fi Damage And Midterm Blowback

39:42 Phunky On The Clarity Act And Crypto Ethics

42:42 Can You Really Future-Proof A Law

47:53 Liquid Co-Invest Trading Directly Via Claude

51:02 AI As A New Distribution Channel For Founders

54:47 Security And Execution Risks Of Agentic Trading

58:53 Closing Thoughts

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 retiring $1.5B of Bitcoin debt without buying more, Base launching MCP so agents can trade on your behalf, and SpaceX winning a $2.29B Space Force contract for a military data network.

00:00 Introduction

00:30 Crypto Headlines and Web3 Roundup

05:13 Bread On Hype ETFs And Pump Fun Multi-Chain

12:24 Hype Conviction Heading Into IPO Season

17:08 Strategy Retires $1.5B Of Bitcoin Debt

20:33 Bitcoin ETF Outflows And Saylor Fatigue

24:09 Phunky Defends Bitcoin And The Institutional Bid

29:23 Are We Still Early To Crypto Or Anywhere Else

33:24 Trillion Dollar Tech And Where The Money Comes From

37:55 AI Spend And The L1 Analog For Value Capture

41:18 How To Position Into A Red Day Before IPO Season

44:38 BlackBerry Lists On Hyperliquid With Nokia Style Setup

47:33 Base MCP Lets Agents Trade On Base

51:22 ERC-8004 And The Agent Discovery Problem

54:13 SpaceX Wins $2.29B Space Data Network Contract

57:38 Sign Off

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 NEAR ripping back toward $3, OKX launching Exchange OS to rival Hyperliquid, and markets pricing in US-Iran peace despite mixed messaging.

0:00:00 Introduction

0:00:52 Crypto Headlines and Web3 Roundup

0:04:24 Legendary's Market Overview

0:10:31 NEAR Rips Again Toward $3

0:16:46 Google Trends and the Crypto Inflection Point

0:23:54 Crypto AI Market Cap vs OpenAI Comparison

0:30:38 Neobanks Stablecoins and Pokemon TCG Exposure

0:39:18 Using AI Agents to Track RoboStrategy

0:45:39 OKX Launches Exchange OS to Rival Hyperliquid

0:51:21 US Iran Mixed Messages and the S&P Win Streak

1:00:11 If You Are Going to Bid This Is the Time

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 NEAR ripping 28% on the AI and privacy narrative, MegaETH sunsetting its Terminal points campaign early, and Pump.fun adding USDC pairs as SOL declines.

0:00:00 Introduction

0:00:30 Crypto Headlines and Web3 Roundup

0:04:11 AI And Robotics Sector Showing Signs Of Life

0:09:15 Why NEAR Stands Out Against A Quiet Market

0:10:30 Binance Pre-IPO Market For SpaceX

0:18:39 SEC Innovation Exemption For Tokenized Stocks

0:20:34 NEAR Up 28 Percent On AI Privacy And Intents Narrative

0:27:00 Brad Breaks Down NEAR Intents Revenue And Usage

0:33:20 Summer Party Thesis And Holding Risk Into IPO Season

0:36:10 Active Management In A Disruptive AI World

0:39:34 SpaceX And OpenAI IPO Strategy

0:43:50 MegaETH Sunsets Terminal Campaign Early

0:49:34 Moss SDK And The Vision For A Unified Ecosystem

0:53:09 Pump Fun Adds USDC Pairs As SOL Declines

0:55:24 Project X Cash Drop Day Predictions

0:58:51 Bitcoin Pizza Day And Closing Banter

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 HYPE's rally past $58 and Zcash reclaiming $660, NVIDIA's record $81.6B quarterly earnings, and SpaceX filing for IPO as OpenAI signals the same.

00:00 Introduction

00:25 Crypto Headlines and Web3 Roundup

05:32 HYPE Flips Solana On FDV As Alts Lead The Market

13:00 The Four Year Cycle Versus Rate Hike Fears

16:00 Semiconductors Carrying The S&P And The Jevons Effect

19:30 HYPE And Zcash Deep Dive

24:12 Positioning And Trade Ideas For HYPE And Zcash

35:53 NVIDIA Reports Record $81.6 Billion Quarterly Earnings

39:35 Will NVIDIA Get The China Deal Done

44:01 SpaceX IPO Filing And OpenAI Joins The Wave

55:10 RoboStrategy And How To Play Robotics

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.