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[Ansem 🐂🀄️ just broke down why he started going all in on Solana back in early 2021] “if there’s another L1 that can do what Ethereum is doing but cheaper & faster, that’s a pretty simple thesis.” “it seemed like a pretty good hedge against ETH.” “it doesn’t make...

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Kaiz 🐂🀄️

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40,394 Aufrufe • vor 29 Tagen •via X (Twitter)

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[Ansem’s whole edge is front running where liquidity goes next] “Doge is one of the best indicators… every single cycle for where retail is back.” “One of my better trades was BONK in the early days… I bought SOL first, then asked what else I should buy on chain.” “A lot of my trades are just seeing what the market did in the past, then trying to predict what’s gonna do in the future.” This is how Ansem has traded since 2017. He doesn’t overcomplicate it. When a new ecosystem starts catching bids, he looks for the highest beta instead of stopping at the L1. That’s how he landed on BONK after buying SOL. Fast forward to today, and he’s pushing the same thesis with $ANSEM. The bet isn’t only on a token. It’s on bringing more ppl onchain, pulling attention into Solana, and building a community that grows alongside the ecosystem. Crypto changes fast, liquidity doesn’t. It keeps following attention, narratives, and whatever worked last cycle. Ansem 🐂🀄️ just trying to get there before everyone else.
2:04

[Ansem’s whole edge is front running where liquidity goes next] “Doge is one of the best indicators… every single cycle for where retail is back.” “One of my better trades was BONK in the early days… I bought SOL first, then asked what else I should buy on chain.” “A lot of my trades are just seeing what the market did in the past, then trying to predict what’s gonna do in the future.” This is how Ansem has traded since 2017. He doesn’t overcomplicate it. When a new ecosystem starts catching bids, he looks for the highest beta instead of stopping at the L1. That’s how he landed on BONK after buying SOL. Fast forward to today, and he’s pushing the same thesis with $ANSEM. The bet isn’t only on a token. It’s on bringing more ppl onchain, pulling attention into Solana, and building a community that grows alongside the ecosystem. Crypto changes fast, liquidity doesn’t. It keeps following attention, narratives, and whatever worked last cycle. Ansem 🐂🀄️ just trying to get there before everyone else.

Kaiz 🐂🀄️

83,894 Aufrufe • vor 1 Monat

[Robinhood’s on chain ecosystem is where Ansem sees asymmetric upside] “One of the things I’m most bullish on right now is Stonkbroker.” “70% of the conversion fee buys tokenized stocks and airdrops them to NFT holders.” “Robinhood wants to be the RWA chain, but they also support memes.” Ansem 🐂🀄️ pointed to Stonkbroker as one of his highest conviction on chain bets outside of $ANSEM. The protocol combines NFTs, tokens, and tokenized equities into a single flywheel. Every conversion between the token and NFT generates fees, with most of that revenue used to buy tokenized stocks and distribute them to active NFT holders. The bigger thesis sits above the product itself. Robinhood is openly building around both RWAs and meme culture. Projects that align with that direction have room to benefit as the ecosystem expands through its launchpad, DEX, and growing on chain infrastructure. For him, it’s an early ecosystem play backed by a builder with deep crypto experience and a market cap that still leaves meaningful upside.
1:21

[Robinhood’s on chain ecosystem is where Ansem sees asymmetric upside] “One of the things I’m most bullish on right now is Stonkbroker.” “70% of the conversion fee buys tokenized stocks and airdrops them to NFT holders.” “Robinhood wants to be the RWA chain, but they also support memes.” Ansem 🐂🀄️ pointed to Stonkbroker as one of his highest conviction on chain bets outside of $ANSEM. The protocol combines NFTs, tokens, and tokenized equities into a single flywheel. Every conversion between the token and NFT generates fees, with most of that revenue used to buy tokenized stocks and distribute them to active NFT holders. The bigger thesis sits above the product itself. Robinhood is openly building around both RWAs and meme culture. Projects that align with that direction have room to benefit as the ecosystem expands through its launchpad, DEX, and growing on chain infrastructure. For him, it’s an early ecosystem play backed by a builder with deep crypto experience and a market cap that still leaves meaningful upside.

Kaiz 🐂🀄️

43,762 Aufrufe • vor 2 Tagen

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀
3:10

If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀

DeFi Dad ⟠ defidad.eth

259,923 Aufrufe • vor 11 Monaten

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?
34:28

Six months ago Ethereum was almost $5,000. Today it's under $2,000. When I put that to Tom Lee in Paris, his response was: "Has anything really changed?" Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com) is one of Wall Street's most-followed forecasters. While the market wrote Ethereum off, he made the case to me that it's one of the most mispriced assets in the world right now. His framing stuck with me. Gold is worth ~$22 trillion. The stock market over $100 trillion. Real estate ~$300 trillion. And to make those assets composable and move them on-chain, he argues, you run them on Ethereum, which sits at a fraction of that. "If Ethereum is at 300 billion, it's grossly undervalued." We cover: - Why he calls this "crypto spring", fundamentals stronger than ever while price lags - Why tokenization is "not even a question," and what happens when Wall Street actually moves on-chain - Why AI agents carrying wallets and making payments is, in his words, "pretty close to 100%" within three years - Why he can see Ethereum as a 1, 2, or even $5 trillion network "in the next few years" - What most investors are missing at exactly the wrong moment That's his call, not mine, but it's one of the clearest bull cases I've heard on why the biggest move may still be ahead. Full conversation is live. 👇 Is Ethereum the most undervalued asset in crypto right now?

Michaël van de Poppe

422,384 Aufrufe • vor 1 Monat

Etherealize CEO Vivek Raman on how ETH can evolve as money for Wall Street “In the world of tokenized assets, you need an asset that’s money-like and can be used globally that doesn’t have the counterparty risk or an off-chain anchor. That’s what ETH is.” “The more tokenization happens, the more you need a trading pair between those tokenized assets. ETH first found product/market fit in the DeFi ecosystem. Every crypto asset is paired against ETH. Then you saw digital art, which is also paired against ETH. ETH is the most common trading pair and the most common collateral.” “You’ve seen the initial versions of its utility, but that’s just the crypto-native players. Imagine when the Wall Street players start to realize that too… This is how you can start to see the institutional money thesis play out, but it’s early.” ETH is one leg of most high-volume pools on Uniswap V3. On Aave (the largest DeFi lending protocol) ETH alone accounts for ~40% of all loans, according to CoinDesk. As Vivek puts it: “Blockchains are understood. Tokenization and stablecoins are understood. ETH the asset is next.” Watch the full interview with Vivek Raman 👇
1:11

Etherealize CEO Vivek Raman on how ETH can evolve as money for Wall Street “In the world of tokenized assets, you need an asset that’s money-like and can be used globally that doesn’t have the counterparty risk or an off-chain anchor. That’s what ETH is.” “The more tokenization happens, the more you need a trading pair between those tokenized assets. ETH first found product/market fit in the DeFi ecosystem. Every crypto asset is paired against ETH. Then you saw digital art, which is also paired against ETH. ETH is the most common trading pair and the most common collateral.” “You’ve seen the initial versions of its utility, but that’s just the crypto-native players. Imagine when the Wall Street players start to realize that too… This is how you can start to see the institutional money thesis play out, but it’s early.” ETH is one leg of most high-volume pools on Uniswap V3. On Aave (the largest DeFi lending protocol) ETH alone accounts for ~40% of all loans, according to CoinDesk. As Vivek puts it: “Blockchains are understood. Tokenization and stablecoins are understood. ETH the asset is next.” Watch the full interview with Vivek Raman 👇

Etherealize

13,458 Aufrufe • vor 3 Monaten

Ansem shares his solana:So11111111111111111111111111111111111111112 thesis "It's the most performant and cheapest chain to do anything on, which makes it the best place for builders and the best place for retail to trade" "If stablecoin payments get more popular, if AI agents get more popular, the value transmitted on open blockchains only goes up and to the right. Solana is the best L1 to enable all of it" "People are under-indexing that crypto is great at human verification. In a world flooded with AI agents and AI generated data, proving what's actually put out by humans becomes really important"
2:12

Ansem shares his solana:So11111111111111111111111111111111111111112 thesis "It's the most performant and cheapest chain to do anything on, which makes it the best place for builders and the best place for retail to trade" "If stablecoin payments get more popular, if AI agents get more popular, the value transmitted on open blockchains only goes up and to the right. Solana is the best L1 to enable all of it" "People are under-indexing that crypto is great at human verification. In a world flooded with AI agents and AI generated data, proving what's actually put out by humans becomes really important"

Market Bubble

69,146 Aufrufe • vor 1 Monat

Ansem explains the problem with the trenches and how to fix it "Everybody's been trading these $10K market cap coins and not holding anything. The average hold time has been like 30 seconds" "The way you actually make money during bull markets is holding things for an extended period of time. If solana:So11111111111111111111111111111111111111112 goes from $60 to $600, the coins onchain that are beta to Solana are going to 100x at minimum" "You want to buy the coins that are getting momentum and trending, not the ones that just launch and don't have confirmed momentum yet" "The reason coins did well in the past is all the holders were deliberate and aggressive about sharing their thesis and aligning on it. it was more PvE than PvP" "People like trading crypto is because you're able to make a lot of money off a little bit of money, but that only works if people are aligned around the same thesis"
1:37

Ansem explains the problem with the trenches and how to fix it "Everybody's been trading these $10K market cap coins and not holding anything. The average hold time has been like 30 seconds" "The way you actually make money during bull markets is holding things for an extended period of time. If solana:So11111111111111111111111111111111111111112 goes from $60 to $600, the coins onchain that are beta to Solana are going to 100x at minimum" "You want to buy the coins that are getting momentum and trending, not the ones that just launch and don't have confirmed momentum yet" "The reason coins did well in the past is all the holders were deliberate and aggressive about sharing their thesis and aligning on it. it was more PvE than PvP" "People like trading crypto is because you're able to make a lot of money off a little bit of money, but that only works if people are aligned around the same thesis"

Market Bubble

30,872 Aufrufe • vor 1 Monat

CEO of phygitals explains why they chose to build on Solana "I think one thing Solana does really well and they're hard to beat at is both foundation and ecosystem support from builders and founders. They have the Superteam initiative, which is a great initiative where you can get tons of resources and learnings and free resources to build. And then the general community and collector community within Solana is very vibrant. Our whole go to market was pretty much utilizing ungraded/cheap Pokémon cards that we acquired while we didn't have much funding or profits. We gave these out to top Solana NFT communities and through the liveliness in the ecosystem, Phygitals was created. The initial user base was all Solana NFT collectors or traders and in that sense they have such a large user base, which makes it incredibly easy to build on."
1:01

CEO of phygitals explains why they chose to build on Solana "I think one thing Solana does really well and they're hard to beat at is both foundation and ecosystem support from builders and founders. They have the Superteam initiative, which is a great initiative where you can get tons of resources and learnings and free resources to build. And then the general community and collector community within Solana is very vibrant. Our whole go to market was pretty much utilizing ungraded/cheap Pokémon cards that we acquired while we didn't have much funding or profits. We gave these out to top Solana NFT communities and through the liveliness in the ecosystem, Phygitals was created. The initial user base was all Solana NFT collectors or traders and in that sense they have such a large user base, which makes it incredibly easy to build on."

Solana

48,231 Aufrufe • vor 3 Monaten

When the market gets boring and quiet and everyone turns bearish, I like to come back to the story of how I fucked it all up. And I fucked it up a lot of ways, because crypto is genuinely hard. People think the cycles just repeat. They don't. Every one has a different texture, a different context, and it is so easy to get it wrong. I got in back in 2013. Wrote the first ever macro piece on Bitcoin, and bought at $200, straight into a peak right before it slammed down and I felt like an idiot. But I had a thesis. And the mistake was never the thesis. It was letting the noise talk me out of it... selling, trading around it, being clever, when the only thing that ever worked was holding. That is the whole lesson, and it is the one that matters most at times like this. Crypto is one of the only real secular trends that lets you build wealth against the debasement of your salary. And as the Exponential Age accelerates, it matters more, not less. So when the market gets depressing, I do the same thing every time. I go back to the thesis, and I accumulate. Zoom out.
1:13

When the market gets boring and quiet and everyone turns bearish, I like to come back to the story of how I fucked it all up. And I fucked it up a lot of ways, because crypto is genuinely hard. People think the cycles just repeat. They don't. Every one has a different texture, a different context, and it is so easy to get it wrong. I got in back in 2013. Wrote the first ever macro piece on Bitcoin, and bought at $200, straight into a peak right before it slammed down and I felt like an idiot. But I had a thesis. And the mistake was never the thesis. It was letting the noise talk me out of it... selling, trading around it, being clever, when the only thing that ever worked was holding. That is the whole lesson, and it is the one that matters most at times like this. Crypto is one of the only real secular trends that lets you build wealth against the debasement of your salary. And as the Exponential Age accelerates, it matters more, not less. So when the market gets depressing, I do the same thing every time. I go back to the thesis, and I accumulate. Zoom out.

Raoul Pal

186,504 Aufrufe • vor 13 Tagen

I had the same investment thesis on punks before: that it’s a leveraged play vs $ETH While still true, years of being an NFT maxi changed my thesis Now, I see punks as investment on digital ownership I believe that people will eventually collect in digital as they do in IRL I believe that NFTs will be the medium for that to happen as NFTs enable provenance & proof of ownership I believe that NFTs or digital collectibles will be something most brands and artists use And when these happens, the OG NFT PFP will be considered the holy grail of digital ownership (it is already, but moreso then) That thesis is much larger than tying punks’ worth to its mother chain, Ethereum That thesis is a bet on human evolution
0:39

I had the same investment thesis on punks before: that it’s a leveraged play vs $ETH While still true, years of being an NFT maxi changed my thesis Now, I see punks as investment on digital ownership I believe that people will eventually collect in digital as they do in IRL I believe that NFTs will be the medium for that to happen as NFTs enable provenance & proof of ownership I believe that NFTs or digital collectibles will be something most brands and artists use And when these happens, the OG NFT PFP will be considered the holy grail of digital ownership (it is already, but moreso then) That thesis is much larger than tying punks’ worth to its mother chain, Ethereum That thesis is a bet on human evolution

JBond

14,363 Aufrufe • vor 2 Monaten

Erik Vorhees: “ETH is still the king, and I don’t see it being dethroned" The founder of ShapeShift and Venice AI is asked if Ethereum was a “sustainable ecosystem.” He replies: “I think [Ethereum] is more than sustainable. I think it is the clear winner of the smart contract innovation. It actually wasn’t the first mover in smart contracts, but it was the first one to achieve any sort of scale with smart contracts. What’s most important about Ethereum isn’t so much the first-mover advantage as much as it is the network effect it has had since it was released.” Erik continues: “I think both Bitcoin and Ethereum have achieved a network effect that is close to unassailable. People have gotten distracted with some of these other L1s, but if you look at metrics like where the developers are and where stablecoin volumes are, these are hard to fake metrics that are very important. They’ve always been predominantly on Ethereum. It’s not even close. I’m glad that other people tried to build L1s. The process of innovation and competition is really important. But ETH is still the king, and I don’t see it being dethroned. It has had various scaling challenges — the patchwork of L2s and the UX problems between them sucks. But I have a suspicion that Base is going to end up becoming the predominant L2 on top of the predominant L1 of ETH and that vertical is going to be very powerful and very strong. So yes, I’m always bullish on ETH in the same way I’m always bullish on Bitcoin.” However, Erik warns that if Base loses its permissionlessness it “will flounder and deserves to die”: “Base has designed things very well. It has gotten a lot of adoption and very quickly became the major L2 even though it was not the first mover. I think it’s gaining a network effect pretty quickly. It obviously has a very powerful corporate ally in Coinbase, and to the degree that Coinbase does not abuse that privilege, that’s a very good privilege. Abuse here means: if Coinbase tries to exert control over base such that it loses its permissionlessness, then it will flounder and deserves to die. But Coinbase has been a very good actor in this regard, and they deserve a lot of credit for demonstrating the principles of decentralization and permissionless innovation in several parts of what they do. Obviously the centralized exchange is not that, but it’s not trying to be either.” Source: CoinDesk (Dec 2025)
3:21

Erik Vorhees: “ETH is still the king, and I don’t see it being dethroned" The founder of ShapeShift and Venice AI is asked if Ethereum was a “sustainable ecosystem.” He replies: “I think [Ethereum] is more than sustainable. I think it is the clear winner of the smart contract innovation. It actually wasn’t the first mover in smart contracts, but it was the first one to achieve any sort of scale with smart contracts. What’s most important about Ethereum isn’t so much the first-mover advantage as much as it is the network effect it has had since it was released.” Erik continues: “I think both Bitcoin and Ethereum have achieved a network effect that is close to unassailable. People have gotten distracted with some of these other L1s, but if you look at metrics like where the developers are and where stablecoin volumes are, these are hard to fake metrics that are very important. They’ve always been predominantly on Ethereum. It’s not even close. I’m glad that other people tried to build L1s. The process of innovation and competition is really important. But ETH is still the king, and I don’t see it being dethroned. It has had various scaling challenges — the patchwork of L2s and the UX problems between them sucks. But I have a suspicion that Base is going to end up becoming the predominant L2 on top of the predominant L1 of ETH and that vertical is going to be very powerful and very strong. So yes, I’m always bullish on ETH in the same way I’m always bullish on Bitcoin.” However, Erik warns that if Base loses its permissionlessness it “will flounder and deserves to die”: “Base has designed things very well. It has gotten a lot of adoption and very quickly became the major L2 even though it was not the first mover. I think it’s gaining a network effect pretty quickly. It obviously has a very powerful corporate ally in Coinbase, and to the degree that Coinbase does not abuse that privilege, that’s a very good privilege. Abuse here means: if Coinbase tries to exert control over base such that it loses its permissionlessness, then it will flounder and deserves to die. But Coinbase has been a very good actor in this regard, and they deserve a lot of credit for demonstrating the principles of decentralization and permissionless innovation in several parts of what they do. Obviously the centralized exchange is not that, but it’s not trying to be either.” Source: CoinDesk (Dec 2025)

Etherealize

135,499 Aufrufe • vor 4 Monaten

What is Monad, and what makes it different? “When I first met (Monad Co-Founder) Keone, the idea for Monad was something that I was sort of waiting for somebody to come along and tell me that they were going to do. Almost every single implementation that is EVM-compatible today is a fork of Geth. Why are they all forks of Geth? The answer is because it’s really scary to rebuild the EVM. If you have a bug, if you mess up… like it’s just a nightmare scenario, right? And you guys obviously know this because you guys spent the last three years building the EVM from the ground up. And somebody’s going to do that. I’ve been saying this, writing this, talking about this, and nobody was really doing this. And then Keone showed up and told me, ‘I’m going to do that.’ And I said, ‘I want to invest. I think this is going to be huge. I think this is going to be one of the most important things that happens for the EVM in its history since the launch of Ethereum… Now it’s a pretty obvious idea. Monad is here to do it the biggest way, very much the right way. From everything that I’ve seen and all the projects trying to do this. I think Monad is the most serious. They have the most firepower. They have the most momentum. They have the biggest talent pool among everybody who believes that that right there is the future of Ethereum.” - Haseeb ＞|＜
1:02

What is Monad, and what makes it different? “When I first met (Monad Co-Founder) Keone, the idea for Monad was something that I was sort of waiting for somebody to come along and tell me that they were going to do. Almost every single implementation that is EVM-compatible today is a fork of Geth. Why are they all forks of Geth? The answer is because it’s really scary to rebuild the EVM. If you have a bug, if you mess up… like it’s just a nightmare scenario, right? And you guys obviously know this because you guys spent the last three years building the EVM from the ground up. And somebody’s going to do that. I’ve been saying this, writing this, talking about this, and nobody was really doing this. And then Keone showed up and told me, ‘I’m going to do that.’ And I said, ‘I want to invest. I think this is going to be huge. I think this is going to be one of the most important things that happens for the EVM in its history since the launch of Ethereum… Now it’s a pretty obvious idea. Monad is here to do it the biggest way, very much the right way. From everything that I’ve seen and all the projects trying to do this. I think Monad is the most serious. They have the most firepower. They have the most momentum. They have the biggest talent pool among everybody who believes that that right there is the future of Ethereum.” - Haseeb ＞|＜

The Pipeline

14,259 Aufrufe • vor 6 Monaten

[Pump.fun is down 86% and Ansem still thinks it’s one of the most interesting bets on Solana] Most people see an 86% drawdown and assume it’s over. Ansem sees something different. “I’m not long PUMP… but I do think PUMP is gonna be one of the most interesting things to watch over the next few months.” His thesis isn’t about the chart. It’s about the business. “Pumpfun is still one of the most talked about apps on Solana… they still have users, they’re still making money.” Despite the token getting crushed, the platform has reportedly generated ~$1B in revenue while trading around ~$1.1B FDV. That doesn’t mean it’s an immediate buy. “I wouldn’t try to knife catch this… you wanna wait for strength.” What changes the story? Ansem 🐂🀄️ points to a few catalysts: - Revenue growth starts accelerating again. - Product improvements restore user sentiment. - A well executed airdrop reignites attention. “If they do all these things at the same time… I think it’d be really easy for this to rip.” The takeaway: Price can stay weak while fundamentals evolve underneath. The setup isn’t “buy because it’s down 86%.” It’s wait until the business improves, then let the chart confirm it.
4:01

[Pump.fun is down 86% and Ansem still thinks it’s one of the most interesting bets on Solana] Most people see an 86% drawdown and assume it’s over. Ansem sees something different. “I’m not long PUMP… but I do think PUMP is gonna be one of the most interesting things to watch over the next few months.” His thesis isn’t about the chart. It’s about the business. “Pumpfun is still one of the most talked about apps on Solana… they still have users, they’re still making money.” Despite the token getting crushed, the platform has reportedly generated ~$1B in revenue while trading around ~$1.1B FDV. That doesn’t mean it’s an immediate buy. “I wouldn’t try to knife catch this… you wanna wait for strength.” What changes the story? Ansem 🐂🀄️ points to a few catalysts: - Revenue growth starts accelerating again. - Product improvements restore user sentiment. - A well executed airdrop reignites attention. “If they do all these things at the same time… I think it’d be really easy for this to rip.” The takeaway: Price can stay weak while fundamentals evolve underneath. The setup isn’t “buy because it’s down 86%.” It’s wait until the business improves, then let the chart confirm it.

Kaiz 🐂🀄️

54,687 Aufrufe • vor 1 Monat

I asked Thomas (Tom) Lee (not drummer) FundstratDirect.com the uncomfortable question directly: why is #Ethereum lagging this badly? The most bullish ETH voice on Wall Street didn't dodge it, didn't blame the haters. He gave the most honest diagnosis I've heard: "The AI story is maybe further out than people hope. And the tokenization story — it's still really relevant because stablecoins are doing well and banks are experimenting, but we haven't seen a big transfer of actual financial services activity onto the blockchain." That's it. Not broken: late. The two legs the whole thesis stands on are taking longer to arrive than the market priced in. Add the drawdown context — "#Bitcoin's done poorly, and a lot of this is after October 10th. Investors' money flows have reversed", plus a year of narrative drift while Solana took the profile wins, and the underperformance stops being a mystery. What I respect: he owns the delay and keeps the thesis. Most people do the opposite, abandon the thesis to explain the price. "Early" and "wrong" look identical on a chart. They only separate later.
3:32

I asked Thomas (Tom) Lee (not drummer) FundstratDirect.com the uncomfortable question directly: why is #Ethereum lagging this badly? The most bullish ETH voice on Wall Street didn't dodge it, didn't blame the haters. He gave the most honest diagnosis I've heard: "The AI story is maybe further out than people hope. And the tokenization story — it's still really relevant because stablecoins are doing well and banks are experimenting, but we haven't seen a big transfer of actual financial services activity onto the blockchain." That's it. Not broken: late. The two legs the whole thesis stands on are taking longer to arrive than the market priced in. Add the drawdown context — "#Bitcoin's done poorly, and a lot of this is after October 10th. Investors' money flows have reversed", plus a year of narrative drift while Solana took the profile wins, and the underperformance stops being a mystery. What I respect: he owns the delay and keeps the thesis. Most people do the opposite, abandon the thesis to explain the price. "Early" and "wrong" look identical on a chart. They only separate later.

Michaël van de Poppe

66,236 Aufrufe • vor 5 Tagen

"The EF is completely out of touch. They're funding hippos in Asia and doing a bunch of stuff nobody in the world gives a shit about other than Vitalik and his little cabal" Zak on why the EF can no longer take the same liberties it did six years ago "They tried it out with Tomasz and kind of shit the bed. Now they're just like let's go back to what we know, which is infinite gardening and funding longevity research" "At least they're acknowledging that other organizations are gonna have to step in. But then it becomes a question of whether they're actually going to seed those reins to any organization that is more competent and more in touch" "Ethereum is no longer a startup. It's a mature and robust ecosystem. There's billions, trillions of dollars on the line. Livelihoods are dependent on that. My entire career has been on Ethereum. If it goes to shit, what am I gonna do?"
1:18

"The EF is completely out of touch. They're funding hippos in Asia and doing a bunch of stuff nobody in the world gives a shit about other than Vitalik and his little cabal" Zak on why the EF can no longer take the same liberties it did six years ago "They tried it out with Tomasz and kind of shit the bed. Now they're just like let's go back to what we know, which is infinite gardening and funding longevity research" "At least they're acknowledging that other organizations are gonna have to step in. But then it becomes a question of whether they're actually going to seed those reins to any organization that is more competent and more in touch" "Ethereum is no longer a startup. It's a mature and robust ecosystem. There's billions, trillions of dollars on the line. Livelihoods are dependent on that. My entire career has been on Ethereum. If it goes to shit, what am I gonna do?"

Laura Shin

58,554 Aufrufe • vor 2 Monaten

This was a flash point that the far-left has been fomenting for years. They wanted another George Floyd, and it looks like they think this dipsht is the one. All this is basically over a suspect obstructing the roadway, breaking the law, and creating a confrontation. If he wasn't in the roadway, there wouldn't have been any confrontation. Now Minnesota is likely going to be attacked by far-left extremists. Pray for the men and women of DHS and all of the innocent Americans that will be caught in the fray.
1:27

This was a flash point that the far-left has been fomenting for years. They wanted another George Floyd, and it looks like they think this dipsht is the one. All this is basically over a suspect obstructing the roadway, breaking the law, and creating a confrontation. If he wasn't in the roadway, there wouldn't have been any confrontation. Now Minnesota is likely going to be attacked by far-left extremists. Pray for the men and women of DHS and all of the innocent Americans that will be caught in the fray.

Gunther Eagleman™

25,895 Aufrufe • vor 6 Monaten

Your observations are almost correct, but your conclusions are not. What you see flying out, as what others thought was his ear piece, is not his ear piece. It is his chain he had around his neck, with, what I am pretty certain, a cross on it, which all Christians would wear, if they have a chain on their necks. So, what apparently happened, which seems so astronomically unlikely, is the bullet did not hit him in the neck first, but hit him in the chest, and to be more specific in that cross. So, after a hit into that cross, his chain snaps, and it is that which you see flying out backwards. When the chain snaps, and starts flying up and backwards, it also pulls up the front edge of is shirt, in less than 0.1 sec. So, that is how that anomaly is explained at the same time. What happens next, is his mic had a wire under his shirt. It kind of just laid in the back of his neck, going around his shoulder, and disappearing under his shirt on the front. That wire must have had some contact with this chain, or even being wrapped around it like may be just one turn. So, when that chain snaps and starts flying backwards, it starts pulling on his mic at the same time. Just the mic had a wire that was most certainly lose a little bit. So, that is why that responds with a few tens of a second delay. But still, the mic also, after jerking around for a few tens of a second disappears completely of his shirt. So, basically, the bullet hits his cross first, which is on his chain, would explain all of these anomalies at the same time, including the wire on the back of his neck being pulled around from the front, and thus bulging his shirt in the back a little bit. If you pay all of this is slow motion, you will see that it all gets seqeuenced correctly. And the last thing to note, is after hitting his cross, and getting deflected, the bullet now would start going up, instead of forward, and would go up into his neck from the bottom up, and disappear into his head. That would also explain at the same time why there is no exit wound. Because his skull would stop the bullet from exiting. One side note, not related to all of these anomalies, but still a necessary thing to keep in mind - that alleged high velocity bullet Mauser 30_06, could not have possibly be the weapon used, as that bullet would have taken one third of his neck out. For everything to be explained correctly, no Mauser, or any other kind of shotgun could have been used. Another, much smaller caliber weapon had to be used, like some kind of a hand gun, and from a much closer distance too, as a hand gun without the scope, from a far way roof would just not work. And so, that is how all of this happened. I know this was long. But this is one bizarre, super difficult to crack episode. So, I could not make it any shorter.
0:30

Your observations are almost correct, but your conclusions are not. What you see flying out, as what others thought was his ear piece, is not his ear piece. It is his chain he had around his neck, with, what I am pretty certain, a cross on it, which all Christians would wear, if they have a chain on their necks. So, what apparently happened, which seems so astronomically unlikely, is the bullet did not hit him in the neck first, but hit him in the chest, and to be more specific in that cross. So, after a hit into that cross, his chain snaps, and it is that which you see flying out backwards. When the chain snaps, and starts flying up and backwards, it also pulls up the front edge of is shirt, in less than 0.1 sec. So, that is how that anomaly is explained at the same time. What happens next, is his mic had a wire under his shirt. It kind of just laid in the back of his neck, going around his shoulder, and disappearing under his shirt on the front. That wire must have had some contact with this chain, or even being wrapped around it like may be just one turn. So, when that chain snaps and starts flying backwards, it starts pulling on his mic at the same time. Just the mic had a wire that was most certainly lose a little bit. So, that is why that responds with a few tens of a second delay. But still, the mic also, after jerking around for a few tens of a second disappears completely of his shirt. So, basically, the bullet hits his cross first, which is on his chain, would explain all of these anomalies at the same time, including the wire on the back of his neck being pulled around from the front, and thus bulging his shirt in the back a little bit. If you pay all of this is slow motion, you will see that it all gets seqeuenced correctly. And the last thing to note, is after hitting his cross, and getting deflected, the bullet now would start going up, instead of forward, and would go up into his neck from the bottom up, and disappear into his head. That would also explain at the same time why there is no exit wound. Because his skull would stop the bullet from exiting. One side note, not related to all of these anomalies, but still a necessary thing to keep in mind - that alleged high velocity bullet Mauser 30_06, could not have possibly be the weapon used, as that bullet would have taken one third of his neck out. For everything to be explained correctly, no Mauser, or any other kind of shotgun could have been used. Another, much smaller caliber weapon had to be used, like some kind of a hand gun, and from a much closer distance too, as a hand gun without the scope, from a far way roof would just not work. And so, that is how all of this happened. I know this was long. But this is one bizarre, super difficult to crack episode. So, I could not make it any shorter.

US_did_ 911

31,087 Aufrufe • vor 10 Monaten

Mo Gawdat believes up to 30% of jobs in certain sectors could disappear by 2028. That stopped me in my tracks. Mo was one of the first people to come on this podcast and warn me about AI, long before most of the world was talking about it. At the time, it felt early. Now, it feels like the world is catching up to what he was seeing. I’m still trying to understand what AI actually means for our lives. Not just whether it can write emails, create images or make us more productive. I mean what it does to jobs. What it does to power. What it does to education. What it does to human connection… That’s why I wanted to have this discussion with Mo again. What makes Mo worth listening to is that he saw these systems inside Google years before most of us had even heard the term AI. His book *Scary Smart* now feels like it was written for this exact moment. Let me explain why this discussion matters. Mo believes we’re not just entering an AI revolution. We’re entering a period where AI, robotics, economics, surveillance, digital currencies and global instability are all colliding at the same time. That’s a lot for any of us to process. We spoke about: - The jobs Mo believes are most at risk from AI. - Why he believes that AI is actually underhyped! - The mistake almost everyone is making with ChatGPT. - The prediction that changed even his own view of the future. The part that stayed with me was this idea that human connection may become the real currency. Because if AI can produce the information, write the report, analyse the data, then what is left? I don’t think this conversation gives neat answers. That’s probably why it’s worth watching. It helped me think more honestly about what’s coming.
1:29

Mo Gawdat believes up to 30% of jobs in certain sectors could disappear by 2028. That stopped me in my tracks. Mo was one of the first people to come on this podcast and warn me about AI, long before most of the world was talking about it. At the time, it felt early. Now, it feels like the world is catching up to what he was seeing. I’m still trying to understand what AI actually means for our lives. Not just whether it can write emails, create images or make us more productive. I mean what it does to jobs. What it does to power. What it does to education. What it does to human connection… That’s why I wanted to have this discussion with Mo again. What makes Mo worth listening to is that he saw these systems inside Google years before most of us had even heard the term AI. His book *Scary Smart* now feels like it was written for this exact moment. Let me explain why this discussion matters. Mo believes we’re not just entering an AI revolution. We’re entering a period where AI, robotics, economics, surveillance, digital currencies and global instability are all colliding at the same time. That’s a lot for any of us to process. We spoke about: - The jobs Mo believes are most at risk from AI. - Why he believes that AI is actually underhyped! - The mistake almost everyone is making with ChatGPT. - The prediction that changed even his own view of the future. The part that stayed with me was this idea that human connection may become the real currency. Because if AI can produce the information, write the report, analyse the data, then what is left? I don’t think this conversation gives neat answers. That’s probably why it’s worth watching. It helped me think more honestly about what’s coming.

Steven Bartlett

27,882 Aufrufe • vor 2 Monaten

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.
0:57

Mark Cuban has sold majority of his Bitcoin. Cuban originally bought Bitcoin with one thesis in mind: "It was a better version of gold than gold." A hedge against fiat currency losing its value. When the dollar weakens, Bitcoin should go up. But that thesis just blew up in his face. During the Iran war, when geopolitical risk was spiking and the dollar was sliding, Bitcoin dropped. Gold went to $5,000. Think about what he was expecting. Bitcoin is priced in dollars. When the dollar falls, Bitcoin becomes cheaper for buyers around the world. Global demand should kick in and push the price up. It didn't happen. Gold did exactly what it was supposed to do as a macro hedge. Bitcoin didn't. And for Cuban, that was the line. The whole premise of holding it was gone. He's more disappointed in Bitcoin than Ethereum. He had already written off memecoins as garbage entirely. This matters beyond just one billionaire's portfolio decision. The "Bitcoin as digital gold" narrative has been the backbone of institutional adoption for years. It's the reason pension funds, family offices, and corporate treasuries started buying. If that hedge thesis is broken, the next buyer at these prices needs a different reason to hold. The honest reality: Bitcoin is still trading like a risk asset. It correlates with tech stocks in a downturn and doesn't decouple when it matters most. Gold doesn't have that problem.

Milk Road Stocks

895,363 Aufrufe • vor 2 Monaten

The CEO of OpenAI was asked for his hottest take. His answer wasn't a prediction about a product. It was that the whole world is sleeping through the most important thing happening to it. A student asked Altman for his spiciest take. He paused. He admitted he could probably find a spicier one with more time. Then he landed somewhere quiet. AI is just going to keep going. That sounds obvious until you hear how he framed it. He said this is not widely believed yet. And if it were actually believed, there would be far more reverberations through society right now than there are. That is the whole point. He is not saying people doubt AI is useful. He is saying people have not internalized what continuing on this curve actually means. They nod along and then go back to their day. Then he gave the timeframe. It has been three and a half years since ChatGPT. He said if you run another three and a half years on the same trajectory, what society is capable of is completely different. Not improved. Different. The scariest takes are usually loud. This one was Altman calmly saying the biggest change in human history is already underway, and almost nobody is acting like it. (Watch the full talk on YouTube at Stanford Online channel)
0:49

The CEO of OpenAI was asked for his hottest take. His answer wasn't a prediction about a product. It was that the whole world is sleeping through the most important thing happening to it. A student asked Altman for his spiciest take. He paused. He admitted he could probably find a spicier one with more time. Then he landed somewhere quiet. AI is just going to keep going. That sounds obvious until you hear how he framed it. He said this is not widely believed yet. And if it were actually believed, there would be far more reverberations through society right now than there are. That is the whole point. He is not saying people doubt AI is useful. He is saying people have not internalized what continuing on this curve actually means. They nod along and then go back to their day. Then he gave the timeframe. It has been three and a half years since ChatGPT. He said if you run another three and a half years on the same trajectory, what society is capable of is completely different. Not improved. Different. The scariest takes are usually loud. This one was Altman calmly saying the biggest change in human history is already underway, and almost nobody is acting like it. (Watch the full talk on YouTube at Stanford Online channel)

Ihtesham Ali

15,747 Aufrufe • vor 1 Monat