The NGMI Podcast

The NGMI Podcast

By Tom MitchelhillBusinessInvesting
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The NGMI Podcast episodes

  • #48 - DoubleZero: The New Internet Layer For Crypto - Austin Federa

    Austin Federa is the co-founder of Double Zero, a new infrastructure project that’s creating a new, high-speed layer of the internet for crypto. Previously, Austin served as the Head of Strategy at the Solana Foundation for 3 years.In this episode of The NGMI Podcast, Austin breaks down what DoubleZero is, how it all works, why he left the Solana Foundation to pursue a new project, why crypto needs a new infra layer for speed and throughput, and much more.Additionally, Austin explains the thinking and decisions that went into the 2Z token’s launch, he discusses its price action following launch, and describes the specific tokenomics and infrastructure elements of the project in great detail.

    43 min
  • #47 - How The SPX6900 Memecoin Can Actually Flip The US Stock Market - Murad Mahmudov

    Murad Mahmudov is a multi-cycle crypto investor who shot to immense popularity for popularizing the 'memecoin supercycle' market thesis, asserting that memecoins like SPX6900, MOG & POPCAT are capable of running to insane valuations in the absence of traditional valuation metrics.


    In this episode of The NGMI Podcast, Murad breaks down the genesis of the SPX6900 memecoin, what he means by the term "movement coin," why Bitcoin remains the best asset to own for the next 20 years, how crypto displaces traditional finance at every level, why memecoins will only grow more popular with retail investors, why XRP will fail while SPX6900 succeeds.


    Additionally, Murad almost perfectly calls the local top on the price of gold, explains why Bitcoin will proceed to flip the precious metal, breaks down his 'barbell strategy for memecoin investing, explains the impact of pump.fun on the wider market and much, much more.

    1 hr 3 min
  • #46 - Synthetix: Ethereum's First Perp DEX (Coming Soon) - Ben Celermajer

    Ben Celermajer is the Strategy Seat at Synthetix (SNX), an OG DeFi protocol that is gearing up to release the first-ever perp DEX on Ethereum Mainnet alongside a $1,000,000 top prize trading competition...


    In this episode, Ben walks me through Synthetix's decision to abandon its L2 roadmap and launch a perp DEX on Ethereum Mainnet despite all of the challenges and runs me through the many lessons learned by the Synthetix team from building on the OP tech stack and other L2 ecosystems.


    Ben and I also discussed the details of the Synthetix Mainnet trading competition, which will feature a $1.5 million prize pool, the move to launch the Synthetix 420 Pool, controversy around the sUSD depeg, the correlation between SNX & ETH, and much more.


    Ben also shared some major insights on the SNX token heading into the remainder of this year and into 2026, as well as telling the story of how he first became involved in crypto.

    49 min
  • #45 - Inside Seeker: Solana's Scheme To Break Apple's Grip On Crypto - Chase Barker

    Chase Barker is the Head of Developer Growth at Solana Mobile. In this episode, Chase and I discussed how Solana plans to break Apple's stranglehold on crypto apps, why Solana decided to create a mobile phone in the first place, how Solana Mobile intends to revolutionize the world of crypto on phones, why he thinks Solana is the greatest ecosystem in crypto, and more.Chase also offered his thoughts on the biggest challenges the Solana ecosystem faces today, why he believes Solana has already flipped Ethereum (in all of the metrics that matter), why he's so ridiculously bullish on SOL heading into 2026, the realities of institutional involvement in the crypto industry, and why he believes SOL is the best crypto asset to build a sizeable position in over the coming weeks & months. ---------------------------------------------------------------------LinksChase Barker: https://x.com/therealchaseebSolana Mobile: https://x.com/solanamobileSolana Seeker: https://solanamobile.com/Tom Mitchelhill - https://x.com/thecryptojourno NGMI: https://x.com/ngmi_xyz NGMI Newsletter: https://ngminewsletter.xyz

    53 min
  • #44 - Building 'Dango' To Make DeFi Fun Again - Larry Lyu

    Larry Lyu is the founder of a new Layer 1 blockchain network called Dango, which is designed specifically to revolutionize the market of on-chain, spot, DeFi trading. In this episode, Larry and I discussed why he dropped out in the last year of his PHD in Biochemistry to write smart contracts in crypto, why he's building a new blockchain from scratch for DeFi, the most important shifts in blockchain design and engineering of the last few years, some alpha for users looking to get exposure to Dango's upcoming airdrop and much more. This episode was truly incredible to record. Larry is a wellspring of technical knowledge and breaks down complex topics in a way that even I can understand.

    Well worth the listen if you want to learn about all the ways DeFi has changed over the last few years and what lies in store for the industry.

    50 min
  • #43 - No One Is Ready For Bitcoin's Next Move To $200K - Bisher Khudeira

    Bisher Khudeira is the Chief Operating Officer at Stormrake, an Australian crypto brokerage firm based in Melbourne. In this episode, Bisher explains why he believes Bitcoin will reach as high as $220k in the next 18 months and ultimately, a price of $1 million per BTC in the next 5-10 years, and breaks down all of the macro factors that are yet to have an impact on the crypto market. Bisher and I also discussed why it's unlikely that a conventional "alt season" is on the way, whether or not Ethereum (ETH) will continue its outperformance, the death of memecoins, hyperliquid, why silver and precious metals are performing so well, the cult status of tokens like XRP and HBAR and price predictions for both, how he'd design a new crypto portfolio from scratch and much, much more.


    LINKSBisher Khudeira: https://www.linkedin.com/in/bisher-khudeira/ Stormrake: https://www.stormrake.com/ Tom Mitchelhill: https://x.com/thecryptojournoNGMI: https://x.com/ngmi_xyz NGMI Newsletter: https://ngminewsletter.substack.com/

    59 min
  • #42 - The Death of Seed Phrases & The Future of Crypto Wallets - Louise Ivan

    Louise Ivan is the co-founder and CEO of Ryder Wallet, a unique new crypto wallet that utilizes recovery tags instead of seed phrases to back up your crypto.

    In this episode Louise and I spoke about the reasons why he decided to launch a crypto wallet startup in a hyper-competitive market, the story behind Ryder, why seed phrases are completely antiquated and should be done away with, the fundamental lack of consumer excitement for new hardware products in crypto, the changing landscape of Bitcoin L2s, why Bitcoin DeFi hasn’t taken off and a whole lot more.

    LINKS

    Louise Ivan: https://x.com/louiseivanvp

    Ryder: https://ryder.id/

    Tom Mitchelhill: https://x.com/thecryptojourno

    NGMI: https://x.com/ngmi_xyz

    NGMI Newsletter: https://ngminewsletter.substack.com/

    49 min
  • #41 - Building Dexari: The Next Killer Trading App On Hyperliquid - Chuck Bradford

    Chuck Bradford is the co-founder and CEO of Dexari, a new mobile-first trading application built on Hyperliquid.

    In this episode, Chuck breaks down his mission to deliver a best-in-class user experience for traders in crypto while staying true to the original, cypherpunk mission statement of crypto: sovereignty, self-custody, and self-direction.

    Having worked previously at BinanceUS, Chuck brings a wealth of unique industry-side perspective into how new applications should be built, why decentralization matters, and offers some great analysis on the changing landscape of centralized vs decentralized financial applications.

    Chuck and I also discussed how the Hyperliquid ecosystem has been a massive unlock for builders looking to deliver new financial products, the importance of solving financial products before anything else in the crypto industry, the new regulatory regime in the United States, as well as the future of Hyperliquid (HYPE) and its growing ecosystem of products.

    If you'd like to try out Dexari, use the referral code 'ngmi' when signing up to enjoy 10% off your trading fees.

    LINKS

    Chuck Bradford: https://x.com/ChuckSBradford

    Dexari: https://dexari.com/join/ngmi

    Tom Mitchelhill: https://x.com/thecryptojourno

    NGMI: https://x.com/ngmi_xyz

    NGMI Newsletter: https://ngminewsletter.substack.com/

    TIMESTAMPS

    0:00 - What is Dexari?

    02:00 - Lightbulb Moment For Dexari

    04:40 - Building On Hyperliquid

    08:53 - Backed by CT Natives

    11:54 - The End Game For Dexari

    14:16 - Working at BinanceUS

    17:20 - Regulation

    20:00 - The Gensler SEC

    22:25 - Finding The First Users

    25:07 - Next Up For Dexari

    32:00 - The Future of Hyperliquid

    35:50 - Bullish vs Bearish

    42 min
  • #40 - The Australian Asset Debate: Bitcoin or Real Estate? - Liam O’Doherty (Binance ANZ)

    Liam O'Doherty is the head of marketing at Binance ANZ.

    In this episode, Liam breaks down the unconventional relationship that Australians have with Bitcoin, crypto, and property investment, and explains the core themes behind crypto as an asset class in Australia.

    We also discuss the future of Bitcoin price action in the coming months, why more Australians don't own Bitcoin as a decent allocation in their larger portfolios, the difference between the American and Australian narrative when it comes to owning crypto assets, the main barriers that prevent Aussies from getting into the crypto market, and identify some of the catalysts that could bring retail investors back to the crypto market in droves.

    45 min
  • #39 - Crypto Insiders Reveal Why They Are More Bullish Than Ever — Ben Yorke & Ran Yi

    Ran Yi is the co-founder of Orderly — an omnichain liquidity layer for decentralized exchanges — and also co-founder of the WOO Network, while Ben Yorke is the head of ecosystem at WOO — an ecosystem of crypto trading products and apps.

    Together on this episode of The NGMI Podcast, Ben and Ran break down the current and future states of on-chain crypto trading activity, they explain how crypto technology is already infiltrating and consuming the world of traditional finance, why Decentralized Finance (DeFi) will play a role in revolutionizing financial behaviour, and offer a series of insights into memecoins, the Solana launchpad wars, why crypto and AI haven't found product-market-fit yet and much, much more. Ran and Ben also shared some upcoming information on future product launches for both Orderly and WOO that you'll want to hear about sooner rather than later.

    This was a fantastic episode.

    I always savour the episodes where I get to learn things and ask the "stupid" questions to people in the industry who really know what they're doing, and Ben & Ran know their stuff inside out. It was a pleasure hosting them on The NGMI Podcast, and I look forward to having them on the show again.

    ------------------------------------------------------------------------------------------------------------------

    LINKS

    Ran Yi: https://x.com/ranyi1115

    Ben Yorke: https://x.com/BenYorke

    WOO: https://woo.org/

    Orderly: https://orderly.network/

    Tom Mitchelhill: https://x.com/thecryptojourno

    NGMI: https://x.com/ngmi_xyz

    NGMI Newsletter: https://ngminewsletter.substack.com/

    ------------------------------------------------------------------------------------------------------------------

    TIMESTAMPS

    0:00 - Intro

    01:07 - WOO Long-Term Vision

    03:25 - WOO Ecosystem

    06:12 - Ran Yi: Founding Orderly & WOO

    14:10 - Omnichain & The Danger of Wrapped Assets

    17:28 - RWA Tokenization

    20:35 - Faster Settlements?

    23:09 - Biggest Changes In Crypto Today

    30:35 - Crypto & AI

    32:30 - DEX Launchpads?

    36:40 - AI & Crypto: When PMF?

    37:29 - Memecoins & New Metas

    40:00 - The Agency of Memecoins

    46:20 - What Does Crypto Need To Solve?

    49:10 - Most Bullish On vs Most Bearish On

    56 min

About The NGMI Podcast

From the publisher's feed

A weekly podcast that delivers fresh insights and analysis into the bleeding edge of crypto. This is the hunting ground for outsized returns.