Good now revolutionaries— Will and Evan open Episode 498 with the call that's already playing out: Bitcoin's printing a short-term double top, breaking support, and lining up for a correction into the May 1 full moon. Will already booked his Pengu profits — a 26-27% trade in a few days — and walks through why he's holding back capital for HYPE on the way down.
From there: are NFTs really back? Lucanets (Pudgy Penguins CEO) just bought into 14 NFT projects he thinks are still building — Mutant Ape, On-Chain Heroes, V-Friends, Moonbirds, RektGuy, Bearish, Heavy Metal, Azuki, more. Will breaks down why Pudgy itself might be a real investment: $100M+/year in toy sales, fastest-growing IP in the world, third for total impressions behind Disney. Plus the comeback for branded NFT loyalty programs like the original Starbucks Odyssey on Polygon.
On charts: Hyperliquid is pinging below $40 and Will sees a multi-week correction. Purr (the Hyperliquid spinoff) is now listed on Kraken — Evan and Will compare it to HYPE itself. Polymarket reportedly looking to leave Polygon as the VP of Engineering keeps publicly saying it isn't scalable enough. Robinhood's M&A spree (Bitstamp, TradePMR, WonderFi, Indonesia's PT Buana, ZigLoo, Meax DX) gets unpacked. Solana Accelerate dropped a self-aware AI-generated commercial poking fun at last year's canceled America-in-therapy ad — Evan plays it live.
Closing scam-watch: Evan debunks the Robinhood-holds-13B-XRP rumor with a live CoinGecko walkthrough, then unpacks why XRP runs through a closed corporate validator network and why Hyperliquid's revenue buybacks are a fundamentally different value mechanism. The clarity: ask where the information comes from, and verify on RWA.xyz.
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