In this episode, we talk about the nature of this cycle, how we position ourselves, and discuss the conflict in the Middle East.

(0:00) Intro

(1:30) Stablecoins and institutions are here to stay

(7:17) NFT and Crypto Headlines

(11:52) Plush Pepes are selling for 5,000 TON each

(14:50) Web3 Headline Roundup

(17:28) Is LiquidLaunch a leveraged Hyperliquid play?

(19:42) What will Web4 be?

(22:09) Is this the last cycle?

(23:00) TRON plans to IPO via reverse merger

(24:50) Have we moved away from the spirit and ethos of crypto?

(30:10) A permissionless also includes governments and institutions

(33:20) Voting on the Genius Act and political volatility

(34:43) Speculation always happens

(37:50) Political update on the Middle East

(40:38) Progress on the UK-US tariff deal

(42:46) Bitcoin above 100k despite geopolitical headwinds

(43:55) Phunky's thoughts on the geopolitical situation

(45:17) How Hyperliquid should be priced

(49:39) JPMorgan files trademark for JPMD

(52:10) Legendary's thoughts on Plasma after the final deposit cap

(54:45) Was Plasma a whales' game?

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