In this episode, we provide an update on macro data in the US and have a focused conversation on our portfolios.

01:41 - Tracking sleep data

06:06 - NFT and Crypto Headlines

12:24 - Web3 Headline Roundup

18:00 - Pendle and Kaito

23:59 - Legendary's thoughts on Pendle

26:40 - Trump's tax bill passes House Committee

30:18 - US recession bet on Polymarket

32:50 - What is gold doing?

35:20 - Increasing BTC exposure

39:02 - Will crypto decouple from other assets?

41:21 - Reflecting on our portfolios

46:02 - Legendary's thoughts on his portfolio

49:17 - Hyperliquid's team size

55:40 - Bread's thesis for Hyperliquid

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.