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#BIGBREAKING 🚨🚨 MOST TRUSTED & TESTED EXIT POLL By Prabir Biswas, NK Digital (with a track record of 95% accuracy & 2nd BEST according to Google Wikipedia) TMC: 222–228 BJP: 62–65 📍 District Snapshots: Kolkata — 11/11 (TMC clean sweep) South 24 Parganas — 28/31 North 24 Parganas —...

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foundring 🇺🇸

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28,298 Aufrufe • vor 1 Jahr

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E170: Joseph Lubin - Trust, surveillance, and who controls your money Joseph Lubin is the co-founder of Ethereum and founder and CEO of Consensys.eth, the company behind MetaMask 🦊 and Linea.eth. He's been building decentralized infrastructure since 2014. We talk about what drew him in, where he thinks this is all going, and why the AI question might matter more than anything else happening in crypto right now. Timestamps: 0:00 Introduction 1:55 Kast Card & Hong Kong Discussion 3:52 What It Means To Be Meta 5:35 What Does Joe Do Explained Simply 7:25 When Did Joe Realized You Can’t Trust The Current Financial System 11:53 Partnerships: Jupiter KAST 12:35 What Are These Magical Things That Can Transform An Economy 14:23 How Did 9/11 Change Joe’s Relationship With Institutions 16:27 The Before & After Of Joe’s Beliefs Post 9/11 18:02 What Does This Negative Or Positive Road Depend On 21:55 Why Joe Goes To Many Crypto Conferences 23:16 How Did Joe React To Novo’s Article Comment 24:18 How Did Joe Become Fascinated With Crypto & Blockchain 31:14 Partnerships: Ethena Sumsub 32:16 Why Joe Decided To Join Ethereum As A Co-Founder 35:03 Why Is Decentralization An Organizing Principle 39:15 Decentralizations Lack Of Direction Criticism Debunked 40:32 Explain Consensys To Your Uber Driver 42:57 Joe’s Fundamental Belief Of What Blockchain Represents 46:49 Every Innovation On Technology Brings Side Effects That Should Be Fixed 49:33 Partnerships: Trezor Bitwise 50:17 What’s The Most Tangible Thing To Come Out Of Crypto 51:43 What Is MetaMask? 57:01 How Much Of Joe’s Life Is Lived In This New Financial System 59:50 Why Would You Borrow Against A Volatile Asset? 1:00:40 Is Self-Sovereignty A Good Or Bad Thing 1:05:57 Joe’s Response To People Who Claim Self-Custody Is Too Risky 1:06:36 What Could Easier Self-Custody Look Like? 1:08:32 Joe’s Relationship With Money 1:09:28 How Will People Interact With Money In The Next 10 Years 1:12:28 Closing Thoughts

MR SHIFT 🦁

109,667 Aufrufe • vor 2 Monaten

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22,154 Aufrufe • vor 1 Jahr

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30,495 Aufrufe • vor 3 Monaten

E174: Tarek Mansour - Launching the First Regulated Perps In The U.S and building the next generation of financial markets Tarek Mansour is the co-founder and CEO of Kalshi, the first regulated prediction market exchange in the US, valued at $22 Billion. He grew up in Lebanon with a single mom, studied at MIT, worked at Citadel, and spent 6 years years building a company most people ignored before it finally took off. We talk about what it actually takes to not give up, why markets are better at finding truth than experts, why Kalshi is launching the first regulated Perps in the US, and how his team is building what he calls the next generation of financial markets. Timestamps: 0:00 Intro 1:54 Urgency 3:11 Anime 4:53 Who is Tarek? 7:02 Mathematics & Certainty 9:10 Tarek's chip on the shoulder 13:33 Partnerships: Trezor Bitwise 15:19 Resilience 16:31 Entrepreneurship is Therapy 18:23 The startup emotional rollercoaster 22:16 Showing up for 2000 days with no results 24:45 First time Founder advantage 26:40 When Kalshi almost made it, but did not 29:54 Partnerships: KAST 31:19 Focus Inputs, Not Results 33:16 The Kalshi beginnings story 36:00 The True Innovation Of Prediction Markets 38:28 How Prediction Markets Revolutionize The Media 41:37 Prediction Markets and Hedging explained simply 44:55 Leverage In Prediction Markets 47:16 Partnerships: Jupiter Ethena 48:00 Insider Trading 51:19 Insider Trading Rules enforcement: who is responsible? 55:26 How Kalshi spots Suspicious Behavior 56:59 Tarek's Honest View On Crypto 59:41 Launching the first Regulated Perps In The U.S 1:00:30 What Does Regulated Perps Mean? 1:02:22 Was Kalshi perps launch inspired by Hyperliquid? 1:03:41 Competition 1:05:58 Kalshi Endgame 1:07:06 What is Kalshi doing with the billions of $ they raised 1:08:31 Happiness and engagement 1:13:08 One Thing Tarek Should Let Go Of 1:14:18 Closing Thoughts

MR SHIFT 🦁

596,102 Aufrufe • vor 1 Monat

E119: - How Solana Mobile plans to disrupt Apple and Google! Anatoly didn’t just want a faster blockchain. He wanted to rethink how users interact with the crypto stack - and realized that most of that friction lives at the device level - this is how the Solana Mobile phone was born. We talk about: - How Anatoly went from the Soviet Union to Silicon Valley - How the Seeker | Solana Mobile Seeker hopes to change the problems Crypto users face - How will this disrupt Apple & Google's duopoly - The Vitalik Buterin tweet that saved Solana - The inflection point with the Mad Lads launch and the Helium migration - How to deal with FUD - Fartcoin strategic reserve - Balancing work, family, and passion projects And much more... Timestamps: 0:00 Intro 2:06 Partnerships: Jupiter, KAST, Bitwise, SUI, Mantle 2:55 Talking to Startup Founders 4:37 Coming Up of Big Ideas 6:16 Thinking Clearer Without Caffeine 7:10 Childhood Trauma to Success 8:22 Comfortable Being Different 9:40 Self Custody with Trezor 10:33 Moving to America Changed Everything 11:05 First Eureka Moment in Coding 13:47 What Happened to Voiceover IP 15:42 Thinking Small vs. Thinking Big 16:57 Why Loving Your Work Matters 20:00 Having Fun as an Employee 21:08 Focus on Progress, Not Perfection 23:13 Crypto World Fascination 25:32 Jumping Into Crypto's Gold Rush 31:42 Choosing Family, Job, and Side Hustle 32:38 The Power of Silicon Valley's Network 36:07 What is Solana 36:43 Understanding Proof of History 39:14 The Challenge of New Ideas 42:57 Ethereum's Limitations 44:26 Building Beyond Token Price 50:06 Surviving the FTX Collapse 52:31 Dealing with FUD 53:28 Vitalik’s Support for Solana 54:46 Ethereum’s Challenges and Response 57:04 Near Death to Blockchain Success 1:00:33 Mad Lads 1:02:16 Why Every Founder Should Be a CSO 1:04:20 What Should a Founder NOT Do 1:05:35 Finding a Co-Founder 1:07:19 Rise of Meme Coins on Solana 1:10:16 Fartcoin💨 1:11:11 Launching Seeker | Solana Mobile 1:13:51 Why Buy Solana Seeker Mobile Phone 1:17:06 What is Seed Vault? 1:18:29 Role of Solflare - The Solana Wallet 1:18:49 End Goal for Solana Mobile 1:20:02 What is Acceleration? 1:21:33 Top Solana Projects to Watch: Helium🎈 XNET ⓧ Hivemapper 1:25:56 Meme Coins Fueling the Infrastructure 1:27:23 Solana’s Biggest Achievement 1:27:56 Solana’s Biggest Problem 1:30:37 Has Solana "Made It"? 1:31:00 Success and Happiness 1:33:26 Non-Consensus Ideas 1:36:51 Concluding Remarks

MR SHIFT 🦁

165,411 Aufrufe • vor 1 Jahr

Here's my recent talk at Sui Basecamp in Dubai—Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Don’t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isn’t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: don’t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU

Raoul Pal

533,748 Aufrufe • vor 1 Jahr

Anne Lamott is the queen of writing teachers. Ask 100 writers for their favorite book about the craft, and her book, Bird by Bird, will top the list. Everybody who's tried to make a work of art knows how loud the inner critic can be. When struggle comes, most people try harder. But Anne says: "The point is not to try harder; it's to resist life less." Improving as a writer is about becoming more aware and paying closer attention to what's already around you, and this conversation is about how to do that. It centers around her famous writing advice: “Bird by bird, buddy. Just take it bird by bird.” Timestamps: 0:39 Bird by Bird 2:17 Why writer's block isn't real 3:36 The problem with trying harder 9:06 Every book has three drafts 14:24 Learning to observe the world 15:58 Facing your inner critic 27:59 "Help, thanks, wow" 31:16 You get three pages 35:51 Revenge = fuel 38:26 Anne's #1 writing prompt 48:53 Finding writing ideas 54:57 Writing lessons from movies 1:02:08 The ABDCE storytelling formula 1:05:37 What makes for a good ending? 1:10:57 Dealing with criticism 1:16:28 Writing to be fully alive I've shared the full conversation with Anne Lamott below. If you'd prefer to watch it, I've published it on YouTube, and you also can listen to it on Apple / Spotify. I've shared those links in the reply tweets. This is one of those bucket list interviews I've wanted to do ever since I started How I Write, and I hope you enjoy our conversation.

David Perell

160,289 Aufrufe • vor 3 Monaten

In this episode, I sit down with Pete Hegseth and Jenny Hegseth to discuss family values, career transitions, military readiness, and more. 0:00 – Introduction 1:27 – Transition from Anchor to Secretary of War 2:49 – Becoming President Trump’s Pick to Lead the Department of War 4:39 – A Normal Day in the Hegseth Household 6:13 – Choosing a Homeschool Curriculum 7:15 – Preparing Children for the National Spotlight 10:43 – The Reality of the Confirmation Process 13:38 – Keeping Family Together While Serving 16:15 – Children’s Experience at the Pentagon 17:30 – The Number One Hegseth Family Rule 18:31 – Who’s the Strict Parent and Who’s the Fun Parent 20:52 – Most Surprising Thing About Being Secretary of War 21:38 – Harder to Negotiate With: World Powers or Children? 22:29 – #1 Hope to Accomplish as Secretary 23:36 – Stance on Only Men in Combat Roles 25:08 – Making the Military Fit Again 25:40 – Cabinet Confidential Questions 28:22 – Most Impactful Action Taken as Secretary 30:20 – Is America Safer Today? 32:11 – Status of the Golden Dome 33:07 – Would You Rather Questions 34:46 – Most Likely to Call With an Emergency 35:15 – What the Secretary Eats in a Day 35:51 – Favorite D.C. Restaurant 36:06 – Best Meal Made by Jennifer 36:22 – Current Shows Binge-Watching 36:58 – Go-To Comfort Food 37:09 – Best Dad Joke 37:28 – Guilty Pleasure TV Show 37:40 – Glass Half Full or Glass Half Empty 37:57 – Favorite Type of Wings 38:25 – Dream Dinner Party Guests

The Katie Miller Podcast

165,902 Aufrufe • vor 8 Monaten

My Bitcoin Treasury discussion with Joe Burnett, MSBA. 0:00 – Intro 1:00 – First priority as Director of Bitcoin Strategy 3:11 – Should Bitcoin companies copy MSTR’s preferreds? 5:02 – Structuring credit: BTC Ratings from 2 to 10 6:25 – Long-term CAGR for Bitcoin vs. S&P 500 8:28 – Why Bitcoin has fewer risks than stocks 10:36 – The global index with no counterparty risk 15:14 – Is Bitcoin a global productivity index? 16:56 – Will MSTR join the S&P 500? 18:14 – Why Vanguard owns MSTR 19:23 – Unlocking passive capital for Bitcoin 21:14 – Why BTC companies magnetize capital 23:24 – Mag 7 adoption playbook: fast vs. slow 25:47 – Most CEOs don’t want the money 27:15 – Who should adopt Bitcoin—and who won’t 29:20 – Why MSTR is going all-in on preferreds 31:21 – Preferreds are better than convertibles 32:32 – Will BTC companies still trade above NAV in bear markets? 34:09 – Why 2022 was a crypto-catalyzed bear market 35:14 – The difference between 1.1x and 100x leverage 37:07 – How to defend BTC NAV with credit instruments 39:14 – How to create a Bitcoin short squeeze 41:20 – Why shorts don’t have the courage 43:20 – The future of BTC-backed credit and equity 45:04 – A new theory of Bitcoin corporate finance 49:30 – Copy MSTR: it’s good for everyone 50:26 – Harvard’s outdated Bitcoin case study 52:16 – Why the smartest firms are making bad moves 54:16 – Why academics ignore Strategy’s success 55:15 – How the world could look in four years 57:09 – Final thoughts and wrap-up

Michael Saylor

483,895 Aufrufe • vor 1 Jahr