In this episode, we discuss Saylor's new 10-to-20 Bitcoin buy ratio, the Cerebras IPO being 20x oversubscribed, and VVV's continued surge past $17.

0:00:00 Introduction

0:00:50 Crypto Headlines and Web3 Roundup

0:03:25 Price Action Across Majors And Alts

0:05:00 Pokemon Cards And The Speculation Cycle

0:11:55 Audemars Piguet Swatch Collab And Risk Appetite Returning

0:17:30 Semiconductor Stocks Going Parabolic

0:18:50 Saylor's Ten To Twenty Bitcoin Buy Ratio Explained

0:24:00 Mando's Hot List And How To Allocate Across It

0:28:30 Why Get Allocated To Zcash Now

0:35:00 The Case For Zcash And Ton As The Next Movers

0:38:00 VVV Chart Breakdown And Speculative Energy In Alts

0:42:30 Legendary On The Privacy Trade And Zcash Doubts

0:45:30 Venice Diem And The Pod Token Speculation

0:49:30 Telegram Agent To Agent Update And The Ton Setup

0:51:45 Cerebras IPO 20x Oversubscribed

0:57:55 VVV At Seventy Percent And Venice's Second Anniversary

0:59:45 Weekend Reads On Stealth Easing And Inflation

1:03:50 Outro

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.

Nigel Eccles, co-founder of FanDuel and now CEO of BetHog, joins us to break down why AI dealers are outperforming slots in popularity and how the product is being licensed to casinos worldwide. He also unpacks the $10M Series A and what's next for real-money crypto gaming.

00:00 Interview with Nigel Eccles from BetHog

02:25 Why AI Live Dealer Beats Traditional Live Dealer

05:37 AI Dealers Now Outperforming Slots In Popularity

09:32 Operator Demand And Scalability Across 140 Languages

11:54 Sentient Studios Licensing AI Dealer To Other Casinos

15:15 Building The Best Product Versus Bonus Driven Casinos

17:43 The FanDuel Story From Hubdub To Sports Betting

20:14 Crypto Culture And The Mainstreaming Of Gambling

24:22 UK Versus US Gambling Regulation Approaches

27:18 The $10M Series A And What's Next For BetHog

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 US Iran escalation halting the market's rise, Tom Lee saying BitMiner may slow ETH buys as Saylor hints at selling Bitcoin, and Kalshi's $1B raise from Coatue at a $22B valuation.

0:00:00 Introduction

0:00:42 Crypto Headlines and Web3 Roundup

0:06:08 Q1 Lessons and Trading Tuition Fees Banter

0:11:40 Why Being Around Sharp Traders Matters

0:15:00 US Iran Escalation Halts The Rally

0:21:52 Zero Day Options Are 50% Of SPX Volume

0:26:05 Tom Lee Says BitMiner May Slow ETH Buys

0:34:50 Kalshi Raises $1B From Coatue At $22B 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 SpaceX partnering with Anthropic to boost Claude, the S&P ripping through 7,300 to new all time highs, and a hantavirus outbreak striking its eighth case on a luxury cruise ship.

00:00 Introduction

00:28 Crypto Headlines and Web3 Roundup

05:16 VVV And DEM Pump On AI Compute Demand

12:54 Bitcoin Bottoming And The Case For Higher

20:46 Oxxyy On Privacy Premium And AI Security Risks

23:18 S&P Rips To New All Time Highs On AMD Earnings

28:38 Citrini's Euphoria Thesis Returns To Crypto Twitter

33:13 Trade Idea Plasma XPL Risk Reward Setup

42:10 Hantavirus Cruise Ship Outbreak Update

44:01 The Soothsayer Hantavirus Prediction Tweet

46:46 SpaceX And Anthropic Sign Massive Compute Deal

53:06 Fundraising Roundup And The Pre-IPO Shift

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's stunning pivot to potentially selling Bitcoin to cover Strategy's dividends, Zcash ripping 40% toward $600 on a wave of cypherpunk and privacy narratives, and the S&P 500 hitting a new all-time high.

0:00 Introduction

0:32 Crypto Headlines and Web3 Roundup

6:31 S&P All-Time Highs and Oil Crashing on War-End News

11:22 Saylor's Strategy Shift, Selling Bitcoin to Pay Dividends

21:54 Saylor as the Central Bank of Bitcoin

27:33 Phunky and Oxxyy Weigh In on Strategy's Pivot

31:55 Following the Forward Guidance Trade

38:11 Zcash Pumps 40% Toward $600

42:15 ZODA $25M Raise From Paradigm, a16z, Winklevoss

47:23 Multicoin's Cypherpunk Thesis vs Compliance Reality

50:25 Catching the Zcash Trade in the Telegram

52:40 KOSPI Rips and the Euphoria Question

56:16 Wrap and Modern Market Telegram

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.

Tony, co-founder of Movimentum and now COO of Stratosphere, breaks down how he turned CoinMarketCap into a 7-figure marketing channel and why he sold to Stratosphere. He also shares his thoughts on what crypto companies should be doing with marketing right now and why authority beats reach in the age of AI.

0:00 Dial In Interview with Tony from Stratosphere

4:42 Dial In Why CoinMarketCap Was The Hidden Channel

6:43 Dial In Going All In From Italy To Dubai

11:22 Dial In Shifting From CEO To COO After Acquisition

13:56 Dial In What Crypto Companies Are Doing With Marketing Now

16:38 Dial In Stratosphere's Vision And Owning Distribution

20:02 Dial In Authority Over Reach In The Age Of AI

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 $80K, Haun Ventures launching a $1B fund for crypto and AI, and the UAE's response to a new Iranian missile attack.

0:00 Introduction

0:27 Crypto Headlines and Web3 Roundup

4:13 Where DeFi Capital Is Moving As Yields Disappear

10:11 Legendary's Market Overview And Strategy Earnings

18:43 Haun Ventures Announces $1B Crypto and AI Fund

22:11 Public To Private Shift In Markets

27:14 UAE Hit By New Iranian Attack On Fujairah Reserves

31:58 AI Stack Updates Hermes Agent And Codex

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 pushing above $80K on Iran headline volatility, Peter Thiel's Founders Fund raising a record $6B, and Hyperliquid launching HIP-4 outcome markets.

00:00 Introduction

00:30 Crypto Headlines and Web3 Roundup

10:43 NFT Market Revival and Pokemon Card Mania

14:46 Bitcoin Above $80K On Iran Escalation Fakeout

22:09 Anthropic Revenue Doubles To $44B Annualized

25:46 Adding Risk Back On With Zcash And DM

27:19 Citrini And Kyle On Nokia As The Next AI Pivot Play

32:18 Bluntz Bullish On Cards As TCG Sector Heats Up

42:51 Peter Thiel's Founders Fund Raises Record $6B

47:44 Hyperliquid Launches HIP-4 Outcome Markets

53:56 Weekend Reads From Crypto Cred Citrini Campbell And Varoufakis

59:43 Show Wrap And New Format Feedback

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 surging through 7,200 as Google rips another 4%, Japan intervening to prop up the yen, and MegaETH trading at $1.5B FDV after its first day.

00:00 Intro Music

02:56 Crypto Headlines and Web3 Roundup

12:25 DeFi Hacks And Why Legendary Is Staying Out Of On-Chain Yield

16:25 S&P Through 7,200 And Eli Lilly Earnings Drive Health Care

22:49 Chevron Energy Trade And US Government Stock Picks

24:35 Japan Intervenes To Prop Up The Yen

27:43 US Debt Hits $39T And Why Gold Keeps Going Up

35:36 Phunky On Hyperinflation And The End Of Fiat

39:57 MegaETH Launch Recap And Flux KPI Unlock Design

44:22 How MegaETH Drives Demand Through USDM And Apps

49:11 Apps On The Terminal And The Fee Structure Pushback

54:12 Closing Portfolio Talk On Stocks vs Crypto vs Gold

58:54 Sign Off And Weekend Plans

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.