The NGMI Podcast

Clouted is the man responsible for ETH Strategy: the first Ethereum Strategy “company” to be built as a DeFi protocol on the Ethereum network.

In this episode, Clouted and I discuss how Ethereum and crypto ‘Strategy’ companies like Bitmine and SBET actually work, how Michael Saylor’s MicroStrategy model of offering cheap options to acquire more Bitcoin & crypto functions at a granular level, how ETH Strategy will go about acquiring as much ETH as possible, how ETH Strategy’s native STRAT token really works, and how investors can accurately value Strategy companies and protocols.

Clouted also offered his thoughts on why Ethereum’s price action lagged the rest of the crypto market for so long, his take on what the future holds for Solana now that Ethereum is starting to reach escape velocity, why Ethereum remains the premier blockchain for DeFi builders and applications, as well as what inspired the birth of ETH Strategy and much more.

Financial Disclosure: NGMI Media holds a position in ETH Strategy’s native token STRAT after participating in the STRAT presale. We believe ETH Strategy is the most important and logical next step in bringing the ‘Strategy’ playbook on-chain and introducing accretive dilution into the realm of crypto by way of a novel DeFi primitive. 

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Links

Clouted: https://x.com/CloutedMind

ETH Strategy: https://www.ethstrat.xyz/

ETH Strategy (Twitter): https://x.com/eth_strategy

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

NGMI: https://x.com/ngmi_xyz

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

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Timestamps

0:00 - How ETH Strategy / Treasury Companies Work

4:05 - How Does ETH Strategy Acquire More ETH?

11:40 - How ETH Strategy Will Be Deployed

15:24 - How To Accurately Value Strategy Companies / Protocols (Velocity)

23:10 - Thoughts on Tom Lee & Bitmine?


26:42 - Clouted’s Thoughts on ETH Price Action

30:55 - Clouted on the Future of Solana

36:52 - Why is ETH Better At DeFi?

40:55 - What Inspired ETH Strategy?

42:56 - (IMF Mentioned)

45:40 - Next Steps For Listeners

Ben Simpson is the founder and director of Australia’s fastest-growing crypto research and education platform, Collective Shift.

In this episode, Ben explains how he went from running a business in the red for several years to cracking $1 million in monthly revenue, why he wanted to help people learn more about crypto in the early days, the importance of aligning incentives in financial education, the most important lessons for beginners in the crypto market, why he doesn’t own any Ripple (XRP) or Cardano (ADA), the psychology of taking profits and cutting losses, how to value speculative crypto projects and a whole lot more.

We also went into detail on how we expect Ethereum and other altcoins to perform in the coming months, why Bitcoin is set to grow continually over the next decade, our thoughts on the Solana ecosystem, speculative plays further along the risk curve, and the wider landscape of crypto in Australia and abroad.

Ben is a crypto industry veteran with 8+ years of experience navigating markets and helping others get their foot in the door of crypto in a sensible way.

He’s also an all-round great bloke who can speak his mind clearly on markets and gets right to the centre of what matters when investing, scaling a business in a hyper-volatile industry, and navigating the crypto ecosystem.

SOCIALS

Ben Simpson: https://www.linkedin.com/in/bensimpsonau/ 

Collective Shift: https://collectiveshift.io/ 

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

NGMI: https://x.com/ngmi_xyz 

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

TIMESTAMPS

0:00 - The First $1M Month at Collective Shift

03:10 - Why Ben Started Collective Shift

06:30 - Aligning Incentives

08:30 - The Most Important Lessons For Crypto Beginners

13:00 - Ripple (XRP) Analysis

20:00 - Polkadot’s (DOT) Marketing Failures

21:00 - The Problem With Cardano (ADA)

22:20 - The Best Crypto Investments Are Potential

26:00 - Will Crypto Revolutionize Payments?

29:00 - Solana: The Non-Consensus Trade

31:30 - Trading Psychology

40:00 - The Biology of Loss Aversion

43:32 - Farmer With $8M in SPX6900

46:00 - Crypto Exchanges In Australia

48:00 - False Promises In Crypto Education

49:58 - Why Bitcoin Could Grow Larger Than Gold

54:48 - Australian Property Market Ponzi

57:43 - AI & Future Employment

1:01:35 - International Meme Fund

1:05:30 - Most Bullish vs Most Bearish

Matthew Quek is the co-founder and Chief Operations Officer of GRVT, a decentralized crypto exchange that offers a centralized trading experience.

In this episode, Matthew and I discussed how he discovered crypto, why he started GRVT, its key points of difference from other competitors in the market, why he opted to pursue a regulation-first approach with GRVT, and he explains in detail why blockchains are the superior technological operating system for the entire financial world.

We also spoke at length about what Matthew sees as the most overlooked and important parts of the crypto industry today, and he broke down many of the biggest headline/news events in crypto through his own professional lens.

Matthew shared that new users of GRVT can still participate in its points program, which will earn them a share of a 20% GRVT airdrop in the not-too-distant future.

Dark Forest is a former analyst at crypto venture capital firm Tangent Ventures who now manages his own capital as a solo prop trader.

In this episode Dark and I discussed why macroeconomics exists solely as a field for employing macroeconomists, how to identify the next altcoins that you can hold for a long time, the new meta of traditional financial firms like Robinhood entering into the crypto space, the hidden alt season in equities, AI agents and the potential areas of confluence between artificial intelligence and crypto, Hyperliquid’s outsized success, the pumpdotfun airdrop and (delayed) token distribution, what’s in store for memecoins heading into 2026, why Coinbase and Base are a confused crypto product offering, MegaETH, robotics and more.

Dark Forest is among the most logical and well-reasoned traders in crypto, who has an incredible backlog of major successes in the crypto industry, both as a private investor and analyst at leading VC firms. It’s always a distinct pleasure to have him on the show, and Dark stands out as one of the best sources of insights to show up on the NGMI Podcast.

SOCIALS

Dark Forest: https://x.com/DarkForestCap

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

NGMI: https://x.com/ngmi_xyz

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

Adrian Morris, a consultant and MicroStrategy expert, comes back on the NGMI Podcast to break down his laundry list of main reasons why he believes the crypto market won't witness an "altcoin season" this time around and offers his price prediction for Bitcoin in this current market cycle.

Adrian explains how Bitcoin Treasury Companies and institutional investment into Bitcoin will fundamentally mute the capital rotation out of BTC and into the altcoin sector, and explores how Bitcoin Treasury Companies actually work at a high level.

Adrian and I also discussed whether or not the Treasury Company model can work for other crypto assets, including Ethereum (ETH) and Solana (SOL), why it's harder for altcoins to run like they did in 2017 or 2021, reasonable price predictions for Bitcoin in this current cycle, how Adrian first discovered Bitcoin, and more.

Matt Walrath, the founder and Director of Crypto Tax Made Easy (a specialist accounting firm for crypto assets) breaks down all of the need-to-know information for filing your crypto taxes this financial year.

In this episode, Matt shared the most important crypto tax information he wishes everyone knew, the tax implications of airdrops, how Hyperliuqid structured their airdrop to benefit holders, which crypto tax software you should use, why pre-sales are a good method for lowering tax basis, and a whole lot more.

Matt and I also discussed how he first started Crypto Tax Made Easy and grew it from a one-man operation to a team of 12, breaking down his key learnings and highest leverage decisions during the growth stage of his firm. 

Bernardo Bilotta, the founder of crypto payments app Stables Money, offers an industry insider's perspective on the future of stablecoins and how they will replace and revolutionize the financial services sector. 

In this episode, Bernie breaks down the primary use cases of stablecoins as they stand today and offers several key insights into the future utility of stablecoins in B2B services, international payments, and many other key sectors of finance. We went over why stablecoins are primed for major adoption, what this adoption will look like in practical terms, and discussed the kind of crypto tech that's likely to be picked up by both retail and institutions, and what the difference between the two looks like. 

Get Stables: https://stables.money/

Use the ref code for a bonus: Stables-HMFNB7

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SOCIALS

Bernie: https://x.com/stablesbernie

Stables: https://stables.money/

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

NGMI: https://x.com/ngmi_crypto/

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

Pav Hundal, the lead market analyst at Swyftx, breaks down all the factors that could lead to a massive rally in the price of Bitcoin, altcoins, and memecoins in the coming months.

In this episode, Pav shares a long list of macro insights that point toward increased global liquidity in the coming months, which could be a boon for crypto assets.

Pav and I also spoke about why a roster of new ETFs could be a huge catalyst for altcoins, why a select few memecoins will probably perform extremely well, why crypto games suck so much, whether we'll see a real "alt season" anytime soon and much more.

Daniel Barr, the co-founder of SpaceComputer (the first-ever blockchain launched in outer space) explains how his project is building the financial infrastructure for the future economy in space.

Kain Warwick, the founder of Infinex & Synthetix, and Illia Polosukhin, the founder of NEAR Protocol, explain a new partnership that will see Infinex add support for Bitcoin, XRP, and Dogecoin on the Infinex platform and discuss the profound impact that AI & crypto will have on the world within the next 6 months.

Kain and Illia discuss how NEAR 'intents' change the game for permissionlessly listing assets on decentralized exchanges, what the future of AI and it's integration into the normal world really looks like, why you only have 6 months to earn all the money you can before AI makes everyone irrelevant, what the best crypto AI projects are, and much more.