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DROPS 41: Derive.xyz - Why Options Will Beat Perps This Decade Nick Forster | Derive is co-founder and CEO of Derive, the largest on-chain options exchange. Today we get into what almost killed the company, why they rebranded overnight, and why he thinks options - not perps - are... the real endgame for on-chain finance. We talk about: - The token playbook that killed 98% of crypto projects - The wedding in Portugal where the whole team almost walked away - Rebranding from Lyra to Derive in nine days - Why options will outgrow perps this decade - What blockchains are actually bad at - Why AI makes options the natural vehicle for agent finance And much more… Timestamps: 0:00 - Introduction 2:04 - The Mission Behind Derive 3:00 - What Does Derive Actually Do? 5:18 - Who Actually Uses Options? 7:03 - Nick's Journey Into Crypto 8:09 - The problem with crypto's last five years 11:17 - The token listing playbook 17:44 - Partnership: FortisX 18:10 - The $15M Market Cap Crisis 24:12 - Why Nick Stayed 26:01 - What finally changed 29:38 - Why Options Could Become Huge 32:52 - Options vs Perpetuals 34:37 - Making options accessible to retail 38:36 - Why Derive Rebranded 40:12 - From V1 to V3 46:03 - The Real Power of Programmable Finance 48:19 - What Blockchains are actually Bad at 49:59 - What's Derive bad at? 50:53 - The endgame for Derive 51:47 - What's Holding Derive Back? 52:50 - Why Crypto Builders Need to Stick Together 54:49 - Why Stay in Crypto in 2026? 56:57 - Conclusionshow more

MR SHIFT 🦁

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236,830 views • 1 month ago •via X (Twitter)

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24 Comments

Nick Forster | Derive1 month ago

@DeriveXYZ had a blast @KevinWSHPod thanks for having me on

hira1 month ago

@DeriveXYZ @nickforster options gonna eat perps alive

Hashufful1 month ago

@DeriveXYZ @nickforster Insightful chat! Nick is a Legend

CptRandlelwa1 month ago

@DeriveXYZ @nickforster Great interview.

Ellis0x1 month ago

@DeriveXYZ @nickforster Excited to explore Derive options insights! 🚀

Bokashaya1 month ago

@DeriveXYZ @nickforster 🔥

Akash1 month ago

@DeriveXYZ @nickforster i really enjoyed this podcast and learn alots

josh.pwrk1 month ago

@DeriveXYZ @nickforster Favorite ceo on the favorite pod

The Crypto Lawyer1 month ago

@DeriveXYZ @nickforster Nick is awesome

Desi 🐥1 month ago

@DeriveXYZ @nickforster Huge

El crypto caporal1 month ago

@DeriveXYZ @nickforster 🙌🙌

La chicha nona1 month ago

@DeriveXYZ @nickforster Banger incoming

The Pre Rich Kid1 month ago

@DeriveXYZ @nickforster Bookmarked

Snow1 month ago

@DeriveXYZ @nickforster Noice interview

NyraStrike 🦋1 month ago

@DeriveXYZ @nickforster Nice breakdown

Narcos1 month ago

@DeriveXYZ @nickforster Appreciate the deep dive into the rebrand, the near-miss moments, and the long-term vision.

Muhit1 month ago

@DeriveXYZ @nickforster I’m interested to see the long-term outcome

Andre The Giant!1 month ago

@DeriveXYZ @nickforster Amazing topics 😌

Psycho1 month ago

@DeriveXYZ @nickforster Hmm interesting podcast And I'm totally agree with nick

𝖪𝗂𝗇𝗀𝖠𝗍𝗈𝖽🤴🏽1 month ago

@DeriveXYZ @nickforster Time to clip this

CryptoSwiftie1 month ago

@DeriveXYZ @nickforster Token playbook wrecked 98% of projects. I respect how Derive survived the $15M cap crisis and rebranded from Lyra in 9 days. Nick's argument that options beat perps as the endgame for on-chain capital is spot on.

Professorz1 month ago

@DeriveXYZ @nickforster To much long

Shahrukh 𓀛1 month ago

@DeriveXYZ @nickforster Amazing guys

Mahbub Hasan1 month ago

@DeriveXYZ @nickforster @Fahim54x

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90,064 views • 1 year ago

Bitcoin BREAKOUT Could Be Just the Start - AI May Reallocate $50 TRILLION | Bill Barhydt 00:00 Bitcoin Finally Breaks Out 01:12 Why Trump’s Policies Are Bullish for Bitcoin 05:22 The U.S. Debt Problem and the Battle With China 08:12 Why Trump Wants Lower Rates 11:59 Is Bitcoin’s Four-Year Cycle Still Alive? 15:55 Trump, Hyperliquid and the Future of Perps 17:38 Why Everything Is Becoming Tradable on Crypto 19:30 Bill Reveals What Abra Is Building Next 22:34 Where the Yield on Bitcoin Actually Comes From 26:44 The Financialization of Crypto Is Here 28:02 What Comes After Tokenization 32:57 The $50 Trillion Wealth Reallocation 33:26 Will AI Replace Financial Advisors? 35:30 Why 24/7 Markets Need AI 36:40 Bitcoin’s Role in an AI-Driven Financial System 39:09 Ethereum vs. Solana and the Future of Blockchains 42:00 What Happens When AI and Crypto Truly Merge? 46:06 Will Humans Eventually Merge With AI? 47:54 “AI Is Never Going to Be Dumber Than It Is Now” 49:02 Are Million-Dollar Bitcoin Targets Still Realistic? 49:38 Why Bitcoin Could Become the World’s Pristine Collateral

Bitcoin BREAKOUT Could Be Just the Start - AI May Reallocate $50 TRILLION | Bill Barhydt 00:00 Bitcoin Finally Breaks Out 01:12 Why Trump’s Policies Are Bullish for Bitcoin 05:22 The U.S. Debt Problem and the Battle With China 08:12 Why Trump Wants Lower Rates 11:59 Is Bitcoin’s Four-Year Cycle Still Alive? 15:55 Trump, Hyperliquid and the Future of Perps 17:38 Why Everything Is Becoming Tradable on Crypto 19:30 Bill Reveals What Abra Is Building Next 22:34 Where the Yield on Bitcoin Actually Comes From 26:44 The Financialization of Crypto Is Here 28:02 What Comes After Tokenization 32:57 The $50 Trillion Wealth Reallocation 33:26 Will AI Replace Financial Advisors? 35:30 Why 24/7 Markets Need AI 36:40 Bitcoin’s Role in an AI-Driven Financial System 39:09 Ethereum vs. Solana and the Future of Blockchains 42:00 What Happens When AI and Crypto Truly Merge? 46:06 Will Humans Eventually Merge With AI? 47:54 “AI Is Never Going to Be Dumber Than It Is Now” 49:02 Are Million-Dollar Bitcoin Targets Still Realistic? 49:38 Why Bitcoin Could Become the World’s Pristine Collateral

The Wolf Of All Streets

39,959 views • 1 month ago

“What’s The Help Desk Number For Bitcoin?” - A Bank Actually Asked Him That | Martin Masser 00:00 Crypto Then vs. Now 01:36 How Martin First Got Into Bitcoin 04:50 From Banking to the Crypto Industry 08:28 Making Crypto Easier for Everyday Users 12:20 Banks, Stablecoins & the Future of Settlement 18:29 The Rise of Crypto Super Apps 22:53 Bringing Crypto Payments to Real Businesses 24:53 Where Are We in the Crypto Cycle? 26:44 Why Higher Prices Are Crypto’s Best Marketing 27:44 Meme Coins, Utility & the Altcoin Barbell 28:44 What Would You Change About Crypto? 29:59 Crypto Has a Branding Problem 31:41 Can Bitcoin Reignite Another Crypto Cycle? 32:17 Why ETFs Still Matter for Bitcoin Adoption 33:28 Self-Custody, Data Leaks & Security Risks 35:49 Why Privacy Is Crypto’s Missing Piece 38:03 Final Thoughts

“What’s The Help Desk Number For Bitcoin?” - A Bank Actually Asked Him That | Martin Masser 00:00 Crypto Then vs. Now 01:36 How Martin First Got Into Bitcoin 04:50 From Banking to the Crypto Industry 08:28 Making Crypto Easier for Everyday Users 12:20 Banks, Stablecoins & the Future of Settlement 18:29 The Rise of Crypto Super Apps 22:53 Bringing Crypto Payments to Real Businesses 24:53 Where Are We in the Crypto Cycle? 26:44 Why Higher Prices Are Crypto’s Best Marketing 27:44 Meme Coins, Utility & the Altcoin Barbell 28:44 What Would You Change About Crypto? 29:59 Crypto Has a Branding Problem 31:41 Can Bitcoin Reignite Another Crypto Cycle? 32:17 Why ETFs Still Matter for Bitcoin Adoption 33:28 Self-Custody, Data Leaks & Security Risks 35:49 Why Privacy Is Crypto’s Missing Piece 38:03 Final Thoughts

The Wolf Of All Streets

197,514 views • 15 days ago

E164 - GSR - $30 trillion is coming on-chain Xin Song is CEO of GSR - 12 years in, bootstrapped with $20K, still standing after FTX - and he thinks in decades, not quarters. A masterclass in market structure, what's actually broken about token launches, and why the $30 trillion tokenization opportunity still needs a demand side. Timestamps: 0:00 Introduction 2:02 Sleep & Age Banter 3:15 Advantage Of Age & Maturity 7:33 Who Is Xin Song? 9:23 What Did You Learn From Your Parents 12:47 Partnerships: Jupiter KAST 13:27 What’s Happening With Crypto Right Now Considering The Market 16:12 What Broken Market Structure Means 19:18 Why Crypto Companies Shouldn’t Be Competing With Each Other 21:27 What Shocks You That People Don’t Understand With Crypto vs TradFi 26:42 What’s The Incentive To Make These Changes 28:41 GSR Explained To Your Mom 32:51 Partnerships: Ethena Sumsub 33:53 Why Do Market Makers In Crypto Have Bad Reputations 36:48 How To Fix The Crypto Market Makers Reputation 40:09 What Does It Mean That GSR Wants To Become The Goldman Sachs Of Crypto 42:05 Example: Goldman Sachs Worked With Coca Cola & How GSR Reflects That In The Web 3 World 44:50 Why Is It Necessary For GSR To Become The Goldman Sachs Of Web 3 48:34 You Made 2 Major Acquisitions, Why? 51:49 Partnerships: Trezor Bitwise Sui 52:45 Why Is Now The Best Moment For Focusing On Tokenization 56:24 What Must Happen For 10% Of $300 Trillion To Be On Chain 59:20 Katana ⚔️ Explained Simply 1:12:18 Closing Thoughts

E164 - GSR - $30 trillion is coming on-chain Xin Song is CEO of GSR - 12 years in, bootstrapped with $20K, still standing after FTX - and he thinks in decades, not quarters. A masterclass in market structure, what's actually broken about token launches, and why the $30 trillion tokenization opportunity still needs a demand side. Timestamps: 0:00 Introduction 2:02 Sleep & Age Banter 3:15 Advantage Of Age & Maturity 7:33 Who Is Xin Song? 9:23 What Did You Learn From Your Parents 12:47 Partnerships: Jupiter KAST 13:27 What’s Happening With Crypto Right Now Considering The Market 16:12 What Broken Market Structure Means 19:18 Why Crypto Companies Shouldn’t Be Competing With Each Other 21:27 What Shocks You That People Don’t Understand With Crypto vs TradFi 26:42 What’s The Incentive To Make These Changes 28:41 GSR Explained To Your Mom 32:51 Partnerships: Ethena Sumsub 33:53 Why Do Market Makers In Crypto Have Bad Reputations 36:48 How To Fix The Crypto Market Makers Reputation 40:09 What Does It Mean That GSR Wants To Become The Goldman Sachs Of Crypto 42:05 Example: Goldman Sachs Worked With Coca Cola & How GSR Reflects That In The Web 3 World 44:50 Why Is It Necessary For GSR To Become The Goldman Sachs Of Web 3 48:34 You Made 2 Major Acquisitions, Why? 51:49 Partnerships: Trezor Bitwise Sui 52:45 Why Is Now The Best Moment For Focusing On Tokenization 56:24 What Must Happen For 10% Of $300 Trillion To Be On Chain 59:20 Katana ⚔️ Explained Simply 1:12:18 Closing Thoughts

MR SHIFT 🦁

64,711 views • 6 months ago

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

172,640 views • 1 year ago

How To Win Crypto's Next Bull Market | Rob Hadick ＞|＜ 00:00 Institutional Adoption 02:00 Dragonfly's Investment Strategy 02:52 What Really Happened on October 10th 06:52 The Rise of Leverage and Prediction Markets 07:34 Why Dragonfly Invested in Polymarket 11:29 Why All Of Finance Is Moving On-Chain 12:36 How Retail Can Benefit From Tokenization 15:16 Token vs Equity: Where Does Value Accrue? 16:41 What Will the Next Crypto Bull Market Look Like? 20:19 Why Crypto Has Become Less Interesting 21:28 Who Is Buying Altcoins Now? 22:25 Institutions Are Coming Back to Crypto 23:36 Selective Alt Seasons 25:10 Final Thoughts on Crypto's Long-Term Future

How To Win Crypto's Next Bull Market | Rob Hadick ＞|＜ 00:00 Institutional Adoption 02:00 Dragonfly's Investment Strategy 02:52 What Really Happened on October 10th 06:52 The Rise of Leverage and Prediction Markets 07:34 Why Dragonfly Invested in Polymarket 11:29 Why All Of Finance Is Moving On-Chain 12:36 How Retail Can Benefit From Tokenization 15:16 Token vs Equity: Where Does Value Accrue? 16:41 What Will the Next Crypto Bull Market Look Like? 20:19 Why Crypto Has Become Less Interesting 21:28 Who Is Buying Altcoins Now? 22:25 Institutions Are Coming Back to Crypto 23:36 Selective Alt Seasons 25:10 Final Thoughts on Crypto's Long-Term Future

The Wolf Of All Streets

102,846 views • 1 month ago

E182: Jordi Visser - Why Aging is a disease, Why Bitcoin is a hedge against abundance and why you shouldn't buy a house! Jordi Visser spent three decades on Wall Street, from a Morgan Stanley trading desk to CIO at Weiss Multi-Strategy. These days he studies AI, macro, and longevity full time. We cover why he thinks aging is optional, why Bitcoin is the only asset he'd bet on for the next decade, and why money never actually made him happy. 00:00 Intro 02:10 Jordi's Weekend Recap 03:49 The Blueprint For Living To 100 04:31 Why Longevity Became An Obsession 05:44 What Kills A Healthy Habit 07:20 Supplements & Meds: Worth It? 09:51 Partnerships: Variational Bitwise 10:44 The First Step Into Longevity 12:17 Wealth's Hidden Effect On Longevity 14:03 Peptides & Hormones: Jordi's Take 17:47 What Is Heart-Rate Variability? 21:21 How To Track Your HRV 23:17 Average vs. Great HRV 25:12 Lessons From The Finance World 29:10 Learning What Money Really Means 31:58 Partnership: KAST 32:47 Why Make More Money At All 35:20 "AI Will Make Everything Abundant" 38:20 Does Abundance Mean Cheaper? 38:54 Why We'll Still Need Wealth 41:22 How Jordi Fell Into Bitcoin 47:44 Jordi's Bitcoin Thesis, Simplified 50:10 How Much Bitcoin Is In His Portfolio 50:48 Would Jordi Ever Sell? 51:52 Partnerships: Jupiter Ethena 52:38 How Big Can Bitcoin Get 54:00 On "Bitcoin Is Too Expensive" 55:28 Why A Crypto Channel, Not Just Bitcoin 56:25 Does Jordi Own Other Crypto 57:24 Other Scarce Assets He's Bought 58:41 Should 20-Somethings Buy A House 01:02:00 Routine vs. Unique 01:03:57 Why Allergies Aren't Real 01:07:02 Closing Thoughts

E182: Jordi Visser - Why Aging is a disease, Why Bitcoin is a hedge against abundance and why you shouldn't buy a house! Jordi Visser spent three decades on Wall Street, from a Morgan Stanley trading desk to CIO at Weiss Multi-Strategy. These days he studies AI, macro, and longevity full time. We cover why he thinks aging is optional, why Bitcoin is the only asset he'd bet on for the next decade, and why money never actually made him happy. 00:00 Intro 02:10 Jordi's Weekend Recap 03:49 The Blueprint For Living To 100 04:31 Why Longevity Became An Obsession 05:44 What Kills A Healthy Habit 07:20 Supplements & Meds: Worth It? 09:51 Partnerships: Variational Bitwise 10:44 The First Step Into Longevity 12:17 Wealth's Hidden Effect On Longevity 14:03 Peptides & Hormones: Jordi's Take 17:47 What Is Heart-Rate Variability? 21:21 How To Track Your HRV 23:17 Average vs. Great HRV 25:12 Lessons From The Finance World 29:10 Learning What Money Really Means 31:58 Partnership: KAST 32:47 Why Make More Money At All 35:20 "AI Will Make Everything Abundant" 38:20 Does Abundance Mean Cheaper? 38:54 Why We'll Still Need Wealth 41:22 How Jordi Fell Into Bitcoin 47:44 Jordi's Bitcoin Thesis, Simplified 50:10 How Much Bitcoin Is In His Portfolio 50:48 Would Jordi Ever Sell? 51:52 Partnerships: Jupiter Ethena 52:38 How Big Can Bitcoin Get 54:00 On "Bitcoin Is Too Expensive" 55:28 Why A Crypto Channel, Not Just Bitcoin 56:25 Does Jordi Own Other Crypto 57:24 Other Scarce Assets He's Bought 58:41 Should 20-Somethings Buy A House 01:02:00 Routine vs. Unique 01:03:57 Why Allergies Aren't Real 01:07:02 Closing Thoughts

MR SHIFT 🦁

161,086 views • 1 month ago

E177: Haseeb Qureshi ＞|＜ - Why Solana and Ethereum Have a Bright Future Haseeb Qureshi runs Dragonfly, one of the biggest venture funds in crypto. He's back on the show about a year and a half after his last appearance to talk through why people are quitting crypto right now, why that's normal, and why staying in the market is the only strategy that's ever actually worked. Timestamps: 0:00 Introduction 4:51 Why All The OG’s Are Leaving Crypto 7:39 How Do You Last In Crypto? 9:39 Biases 11:20 Partnerships: Trezor Bitwise 12:06 Lessons from Silicon Valley 17:51 Why Haseeb Compares Crypto To Tech 21:29 What Crypto Is All About 24:35 Believing In Exponentials 30:51 Partnership: KAST 31:39 Why the Future of Crypto is Huge 40:54 Does Haseeb Ever Sell? 42:04 Haseeb’s Thesis On Bitcoin and Exponential Growth 48:29 What Bitcoin Looks Like Once its Saturated 51:10 Partnerships: Jupiter Ethena 51:53 Why $ETH & $SOL will be huge 1:02:31 Where $HYPE and Hyperliquid Fit: Growth Or Revenue? 1:04:05 Should People Stay In Crypto? 1:08:31 Closing Thoughts

E177: Haseeb Qureshi ＞|＜ - Why Solana and Ethereum Have a Bright Future Haseeb Qureshi runs Dragonfly, one of the biggest venture funds in crypto. He's back on the show about a year and a half after his last appearance to talk through why people are quitting crypto right now, why that's normal, and why staying in the market is the only strategy that's ever actually worked. Timestamps: 0:00 Introduction 4:51 Why All The OG’s Are Leaving Crypto 7:39 How Do You Last In Crypto? 9:39 Biases 11:20 Partnerships: Trezor Bitwise 12:06 Lessons from Silicon Valley 17:51 Why Haseeb Compares Crypto To Tech 21:29 What Crypto Is All About 24:35 Believing In Exponentials 30:51 Partnership: KAST 31:39 Why the Future of Crypto is Huge 40:54 Does Haseeb Ever Sell? 42:04 Haseeb’s Thesis On Bitcoin and Exponential Growth 48:29 What Bitcoin Looks Like Once its Saturated 51:10 Partnerships: Jupiter Ethena 51:53 Why $ETH & $SOL will be huge 1:02:31 Where $HYPE and Hyperliquid Fit: Growth Or Revenue? 1:04:05 Should People Stay In Crypto? 1:08:31 Closing Thoughts

MR SHIFT 🦁

86,365 views • 3 months ago