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Bitcoin Just Entered a NEW Regime - "Everything Changed" | Tushar Jain, Cofounder - Multicoin 0:33 The 2016 moment that started Multicoin 2:17 Losing big on EOS, then leading Solana's seed 4:33 Why you should never own your tenth best idea 5:22 Why Hyperliquid keeps taking share 7:18 He...

231,665 views • 5 days ago •via X (Twitter)

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E178: Tushar Jain - Why Multicoin is betting big on Hyperliquid, Zcash and Solana Tushar Jain is Managing Partner at Multicoin Capital. He's back on the show to talk about where crypto is in the cycle, how he sizes bets across $SOL, $HYPE, and $ZEC, and the frameworks he uses to manage his own psychology. Timestamps: 0:00 - Intro 1:31 - Who is Tushar Jain 3:44 - Are we at a crypto turning point? 4:57 - Buying into bad news before confirmation 6:24 - Buying vs. selling: which is harder 7:13 - Still bullish on Solana ? 9:15 - TradFi issuers and credible neutrality 11:47 - Sponsors: Variational Bitwise 12:39 - How to size two competing bullish bets 14:13 - Category leader vs. "better play" 17:00 - Most obvious trade for 2026: $ZEC 19:39 - What Zcash 🛡️ represents 22:27 - Valuing an asset with no revenue 24:18 - Trading framework vs. buy-and-hold 26:40 - Valuing $SOL and $HYPE 31:45 - Sponsors KAST Trezor 32:54 - Timing entries in volatile assets 36:26 - Why Multicoin Capital doesn't trade, only manages 39:25 - The four sources of investing edge 41:14 - Edge examples: $ZEC, $HYPE, $ENA 43:21 - What Ethena represents 45:37 - How much founder quality matters : G | Ethena example 47:09 - When to take profits 49:50 - Thoughts on Ethereum and $ETH 51:44 - Kyle leaving Multicoin 53:03 - Sponsors Jupiter Ethena 53:46 - Why Tushar is still in crypto 58:26 - Wrap-up and thanks 1:00:37 - Bonus segment intro - Zcash drama + Hyperliquid report 1:00:39 - What happened with the Zcash bug 1:04:13 - Zcash's fix: the Ironwood pool 1:05:50 - How long it took to decide to buy more 1:08:13 - Multicoin's Hyperliquid report 1:09:55 - Base case: $319 $HYPE price target, key assumptions 1:15:21 - Is the crypto bottom in? 1:18:11 - Closing thanks

MR SHIFT 🦁

195,410 views • 1 month ago

DROPS E35: Core DAO 🔶 - Bitcoin yield without giving up your Bitcoin Rich is one of the initial contributors to Core DAO, the leading Bitcoin scaling solution. He's also a long-time Zcash holder and early backer of Z Protocol , a new privacy chain built on Core's Satoshi Plus consensus. We talk Bitcoin yield, financial privacy, AI surveillance, and why the next big move in crypto might not be where most people are looking. We talk about: - How Core DAO lets you earn yield on Bitcoin by time-locking it - without ever giving up custody - Why borrowing against Bitcoin makes sense now - OG Bitcoiners rotating to Zcash - what "transition" actually means and whether it's bad for Bitcoin - Z Protocol as the DeFi layer for private money - Why AI has made financial surveillance trivial - and why that accelerates privacy adoption - How Agents are leaving full financial fingerprints - and why privacy needs to be default on at the chain level And much more... Timestamps: 0:00 - Introduction 2:05 - What does Rich Rines do? 3:00 - Financial Freedom 4:09 - Journey from Bitcoin to Zcash 6:40 - Zcash Philosophy 8:38 - Transition to Zcash 11:20 - Who is Rich Rines? 11:46 - Bitcoin as Pristine Collateral 14:28 - Criticisms of Borrowing Strategy 16:52 - Explaining CORE 18:58 - Bitcoin Yield Story 20:29 - Misconception regarding CORE 22:08 - Time Lock 23:34 - Risk of using CORE 24:37 - Strategies used by CORE 26:42 - What Bitcoin Holders Want? 28:46 - Bitcoin Yield 30:10 - CORE Alpha 32:44 - SatPay 34:19 - Power Grid Thesis 35:37 - Satoshi Plus 37:07 - What is Z? 38:12 - Benefits of long-term Zcash Holder 40:01 - Vertical Integration 43:12 - Privacy for Agents 44:41 - Faux Privacy 46:14 - Privacy vs Government 49:01 - Zcash’s Future 50:01 - Conclusion

MR SHIFT 🦁

106,982 views • 4 months ago

🎙 The Sujal Show Ep. 11: Arthur Hayes “Why I’m Betting Big on Hyperliquid (Over Bitcoin)” The man behind BitMEX, Arthur Hayes, reveals why 90% of traders lose money, says decentralization is “mostly marketing,” why he’s all-in on Hyperliquid & Zcash, 3 altcoins, & gives his 2028 election thesis and how it will affect Bitcoin. We Discussed on The Sujal Show: - The 2017 moment BitMEX started printing real money - Why insider trading should be legal - Why 90% of traders lose money (90/10 rule of trading) - How to build wealth in crypto - His $150 price target for Hyperliquid by end of August - Why Hyperliquid could become the largest exchange in the world - His take on Gracy Chen's "Hyperliquid is centralized" claim - Narrative that will make stupid money - His portfolio revealed - The timeline for Bitcoin to hit $500k (gave a specific year) - Why Ethereum is still the best L1 - Zcash to $2,000–$3,000? & 10% Of Bitcoin His privacy thesis - 3 coins to outperform Bitcoin TIMESTAMPS 00:00 Intro 02:08 How to Get Rich in Crypto Without Gambling 03:30 Why 90% of Traders Lose Money 05:32 Will AI Replace 99% of Traders? 06:23 How Salaried People Should Build Wealth in Crypto 07:25 Arthur Hayes’ Current Portfolio 07:35 Is Ethereum Still a Long-Term Bet? 08:19 Zcash to $2,000–$3,000? 09:09 Can Quantum Computing Threaten Bitcoin & Zcash? 09:42 Hyperliquid Price Prediction 10:14 How Big Can Hyperliquid Become? 11:05 Is Hyperliquid Really Decentralized? 13:11 Is Bitcoin Truly Decentralized? 13:50 Has Bitcoin Bottomed Already? 14:47 Bitcoin Future Prediction 16:34 Should Insider Trading Be Legal? 17:37 Would Legal Insider Trading Make Markets More Manipulative? 19:25 The Sujal Show Prediction Round 23:59 Is Trump Good or Bad for Crypto? 25:22 Advice for the Younger Generation From Citibank fired to crypto billionaire. His trading psychology will good for to recover loss Watch now 👇

Sujal Jethwani

105,829 views • 4 months ago

E151: Polygon Founder: The Future of Payments is built on Polygon! Sandeep | CEO, Polygon Foundation (※,※) is the Founder of Polygon | POL one of the world’s most adopted blockchains, and creator of Agglayer to unify Web3. Sandeep also co-founded Sentient, a decentralized AI research group, and launched Blockchain for Impact (Crypto Relief), to support medical research and public health in India. Timestamps: 0:00 Introduction 2:01 Using Stable Coins Over Normal Account 3:53 Sandeep Doesn’t Sleep Much 4:19 Sandeep Is Just Like Paulo From Tether 6:15 Sandeep’s Regular Sleep Hours 8:22 What Is Your Mission 11:45 Who Are You 13:43 Partnerships: Jupiter Paradex mantle 14:34 What Happened In Sandeep’s Life That Made Him Hungry For Success 18:42 Your Definition Of A Big Man Today 20:22 You Could’ve Walked Off, What Does That Mean 22:43 Sandeep’s Fascination With Blockchain & Crypto 24:04 Explain Polygon To Your Mom 25:13 The Toughest Moment In Polygons 8 Year Lifetime 28:02 3 Different Names For Polygon Token Over The Years, Why? 31:10 Polygon Hired The Head Of Crypto For Stripe, Why? 33:16 What Must Happen For Polygon To Be A Winner For Blockchain Payments 35:20 Risk Of The Poly Market Moving Away From Polygon 38:10 Partnerships: Trezor Sui Story 39:24 Why Is The Poly Market Built On A Blockchain 41:45 But Why Polygons Blockchain 43:04 What’s Special About The Katana ⚔️ Team to Have Them In Polygons Ecosystem 45:05 What Is Miden Explained Simply 46:16 What Is The Polygon Ag Layer 47:12 What Is Sentient & How Does It Fit Into Aggregation Layer 51:12 Why AI & Blockchain Intersection Is Importantly For The Future 52:29 Why Sandeep Is Very Active In Philanthropy 53:31 The Happiest Moment In Your Philanthropic Journey

MR SHIFT 🦁

154,567 views • 8 months ago

If you’re in your 20s and trying to get to 1 Bitcoin, this is the most direct roadmap you’ll hear. Today, BRITISH HODL ❤️‍🔥🐂❤️‍🔥 breaks down the mindset, the money strategy, and why “just DCA” won’t save you. What you’ll learn: Why 1 BTC is a different game than “0.1 BTC” The real skill: converting value → cash (fast) How AI creates a massive income gap (and how to exploit it) The habits that keep you broke - and the habits that build a stack A simple roadmap to accelerate toward your first full coin YT in replies 🧡🎧 CHAPTERS 0:00 BritishHODL’s “Bitcoin clicked” moment (stock-to-flow) 1:25 The mission: getting to 1 BTC fast (Gen Z plan) 2:19 Is 1 BTC still possible for young people? 3:46 “Hold the space” + relentless focus 5:25 Why 1 BTC (not 0.1) — whole coiner mindset 8:03 Gen Z brainwashing + competition mindset 11:33 The only skill: value → currency 15:55 The moment he went all-in (Bitcoin Standard story) 20:25 AI is changing everything (coffee shop jobs are cooked) 23:25 Why Gen Z resists AI (environment/social framing) 29:35 Biggest traps: living only for today 33:16 “Get rid of money fast” (protect it in BTC) 36:04 Why “DCA $5/day” is a losing strategy 38:05 Burnout mindset + Relentless (Tim Grover) 43:48 Stop listening to broke people 50:13 Why he doesn’t talk to “Bitcoiners” - only accumulators 55:32 “If you’re still debating Bitcoin, you’re cooked” 1:00:21 The AI income play: help businesses implement AI 1:04:39 The condensed roadmap: decide → earn → buy 1:09:54 Only ~0.4% can afford 1 BTC at $100k (scarcity) 1:12:08 Why his message never changes: “Get to 1 Bitcoin” 1:13:48 Wrap: “Just do it”

Nicki

42,702 views • 6 months ago

DROPS E38: Vanta Trading - The Best Traders Won't Be Human Arrash is the founder and CEO of Vanta Trading, a decentralized prop trading platform built on Bittensor. He spent years as a quant trader building his own strategies before deciding the entire funded-account industry needed to be rebuilt from the ground up. We talk about: - Why most "funded accounts" trade on money that doesn't exist - Why your payout was never real - How prop firms intentionally change rules and spreads before you cash out - Why the best traders of the future won't be human And much more… Timestamps: 0:00 Introduction 1:48 Founder of Vanta 3:08 Explaining Vanta to an Uber Driver 3:26 Unfair vs Fair Funding 6:37 How do they make money? 8:33 How a Legit Prop Firm Makes Money 9:43 Founder's Journey Into Entrepreneurship 10:42 Discovering Crypto & Blockchain 13:03 From LinkedIn Engineer to Quant Trader 15:22 Trading Strategies 16:13 How Trading Is Changing? 18:39 Why TradFi Should Fear Hyperliquid 19:16 Building on BitTensor 21:43 Explaining BitTensor Simply 22:03 How BitTensor Creates Value 23:17 BitTensor's Structure 24:36 BitTensor as Crypto AI 25:35 Is the BitTensor Hype Justified? 27:09 Revenue & Profitability in BitTensor 29:17 Role of TAO 29:51 Advantages & Limitations of BitTensor ecosystem 31:56 What Is Vanta? 32:26 Why No One Fixed Prop Trading Before 33:12 Is the Entire Industry a Scam? 34:17 How Prop Firms Really Make Money 35:35 How Vanta Is Different 38:33 Copy Trading Explained 39:30 Vanta's Business Model 40:28 Dark Reality Behind Funded Accounts 43:48 Long-Term Vision for Vanta 44:50 What Happens If Too Many Traders Win? 46:25 Future Belongs to AI Traders 47:59 Vanta's Endgame 49:14 Conclusion

MR SHIFT 🦁

37,896 views • 2 months ago

Ep. 16 | Free The Money | Zcash & ZODL: Why Encryption Wins in an AI Driven World In this episode, I’m joined by Tony Margarit 🛡 , former Finance & Ops at the Electric Coin Company (ECC), the original team behind Zcash 🛡️ and the Zashi wallet. Tony breaks down what’s happening inside the Zcash ecosystem, why the former ECC team launched Zcash Open Development Lab, and what they’re building now with their newly rebranded wallet, Zodl. We talk about the bigger mission: making privacy normal and scaling private digital cash to billions. Tony explains why Zcash isn’t “corporate controlled,” and how decentralized development actually works across multiple teams and contributors. We also discuss Tachyon, a major upcoming upgrade designed to dramatically improve Zcash’s scalability and prepare the network for billions of users. We get into the product leap that matters most for real adoption: world-class UX + real utility. Tony explains Near Intents and why it’s a major unlock, enabling more seamless swaps across ecosystems so users can keep value encrypted while still interacting with other assets. Tony also explains CrossPay as a key bridge to adoption: the ability to pay friends or vendors in the currency they want while keeping your own holdings private. We cover why Zcash still supports transparent transactions, how that helps with exchange access and adoption without weakening shielded privacy, and why Ledger/Trezor shielded support could be a major catalyst for growing the shielded pool. Finally, we go deep on the AI angle — blockchain surveillance, wallet deanonymization, and why encryption (not just obfuscation) matters as AI gets more powerful. We wrap with how zero-knowledge proofs could reshape identity, governance, and everyday verification online. Sign up for ITrustCapital with this link for $100 funding bonus. See why people are opening a tax-advantaged Crypto, Gold & Silver IRA for their future: 00:00 Tony’s Background: From CPA to Crypto 4:44 Why Privacy Clicked During COVID 08:03 What Happened at ECC & Launching Zcash Open Development Lab 11:15 ZODL Wallet: UX, Utility & Why It Matters 12:18 Near Intents & CrossPay: A Major Unlock for Zcash 14:40 Shielded Pool Growth & Hardware Wallet Catalyst 18:57 Transparent vs Shielded Transactions (Why Both Exist) 21:39 AI Surveillance & Blockchain Deanonymization Risks. 25:11 Obfuscation vs Encryption 26:00 AI Agents & Micropayments 27:58 Tachyon: Scaling Zcash to Billions 31:04 Crypto, Taxes & Regulatory Friction 38:04 Zero-Knowledge Proofs Beyond Money 41:50 Privacy is normal

Bri Teresi

42,601 views • 6 months ago