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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...

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MR SHIFT 🦁

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103,820 views • 9 days ago •via X (Twitter)

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DeFi mastered spot and perps. The missing primitive is options. I sat down with Nick Forster | Derive, CEO of Derive.xyz, to break down why onchain options are finally ready for institutional adoption, and why this could reshape DeFi’s next decade. 0:00 DeFi’s missing trading primitive: Options 0:43 Nick’s background (TradFi → DeFi) 3:14 Why crypto options adoption lagged (and why now) 7:34 Options as the next “yield engine” 11:51 How institutions use options to hedge (miners, mandates) 15:30 How to trade options on Derive (retail walkthrough) 16:03 Interface tour: expiries, strikes, premium 18:30 Payoff chart + liquidationless leverage explained 22:08 Why Deribit dominates options volume (liquidity network effects) 25:36 Why onchain options win long-term (collateral, programmability) 29:38 Security & risk management: staying alive for 5 years 33:37 DRV token: governance, fees, insurance fund, buybacks 36:56 What to try next: Dream app + building on Derive 39:00 Closing remarks + where to find Derive
39:24

DeFi mastered spot and perps. The missing primitive is options. I sat down with Nick Forster | Derive, CEO of Derive.xyz, to break down why onchain options are finally ready for institutional adoption, and why this could reshape DeFi’s next decade. 0:00 DeFi’s missing trading primitive: Options 0:43 Nick’s background (TradFi → DeFi) 3:14 Why crypto options adoption lagged (and why now) 7:34 Options as the next “yield engine” 11:51 How institutions use options to hedge (miners, mandates) 15:30 How to trade options on Derive (retail walkthrough) 16:03 Interface tour: expiries, strikes, premium 18:30 Payoff chart + liquidationless leverage explained 22:08 Why Deribit dominates options volume (liquidity network effects) 25:36 Why onchain options win long-term (collateral, programmability) 29:38 Security & risk management: staying alive for 5 years 33:37 DRV token: governance, fees, insurance fund, buybacks 36:56 What to try next: Dream app + building on Derive 39:00 Closing remarks + where to find Derive

VirtualBacon

26,891 views • 6 months ago

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways
59:24

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways

MCG

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🎙️ New The Edge Podcast 🤗 Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next? 0:00 - Intro 2:27 - Betting on onchain options in 2021 4:10 - Largest onchain options exchange 5:28 - Building “the infinite payoff factory” 11:59 - Why they never pivoted to perps 14:00 - The inflection point 16:37 - How RFQ works for size 18:04 - Yieldmageddon 22:19 - Vaults to be built on Derive 24:17 - Is there an LP pool-style product? 25:17 - From Lyra's AMM to Derive's CLOB 28:20 - What markets are live today? 29:09 - Which networks Derive supports 30:26 - HYPE options driving new growth 31:36 - What if HL launched options? 35:53 - Options have strong network effects 39:17 - RWA options markets coming 44:14 - Who trades on Derive? 46:13 - Growth charts 48:43 - Why options are countercyclical 51:09 - All value flows to DRV 55:08 - Synthetix’s acquisition proposal 57:43 - How big can Derive get? 1:00:27 - What's next? 1:02:03 - Closing 🙏 Thanks to Derive.xyz CoFounder & CEO for joining us!
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🎙️ New The Edge Podcast 🤗 Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next? 0:00 - Intro 2:27 - Betting on onchain options in 2021 4:10 - Largest onchain options exchange 5:28 - Building “the infinite payoff factory” 11:59 - Why they never pivoted to perps 14:00 - The inflection point 16:37 - How RFQ works for size 18:04 - Yieldmageddon 22:19 - Vaults to be built on Derive 24:17 - Is there an LP pool-style product? 25:17 - From Lyra's AMM to Derive's CLOB 28:20 - What markets are live today? 29:09 - Which networks Derive supports 30:26 - HYPE options driving new growth 31:36 - What if HL launched options? 35:53 - Options have strong network effects 39:17 - RWA options markets coming 44:14 - Who trades on Derive? 46:13 - Growth charts 48:43 - Why options are countercyclical 51:09 - All value flows to DRV 55:08 - Synthetix’s acquisition proposal 57:43 - How big can Derive get? 1:00:27 - What's next? 1:02:03 - Closing 🙏 Thanks to Derive.xyz CoFounder & CEO for joining us!

DeFi Dad ⟠ defidad.eth

42,106 views • 4 months ago

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“Retail loves options when they don’t know they’re options.” marty joins the Insilico Terminal Podcast to talk about crypto options, market making, and why perps became the default product for retail traders. We covered FTX, Deribit, Hyperliquid, prediction markets, structured products, vol selling, and why options can be both more powerful and more dangerous than perps. 00:00 Marty’s path from early Bitcoin to market making 06:17 Becoming a top FTX perps and spot market maker 12:00 Why crypto options are still behind perps 16:17 How institutions use structured products 20:31 Why DeFi options struggled and what changed 25:03 Prediction markets, binary options, and retail gambling 30:37 Better ways to express directional trades with options 37:51 Surviving 10/10, volatility spikes, and exchange outages 43:14 Why Marty is skeptical about the current crypto market 52:01 Bitcoin’s narrative problem and what could bring it back

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18,829 views • 2 months ago

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Traders Bet On Bitcoin Hitting $200,000! Crypto Options Are Booming | Luuk Strijers, CEO Of Deribit Full video below. 0:00 Intro 1:58 U.S. Crypto Options Landscape 3:08 Bitcoin vs Ethereum Options 4:27 Institutional Adoption Trends 6:05 Dubai Headquarters Explained 7:15 Institutional Hedges on Deribit 8:50 Understanding Carry Trades 11:02 Bitcoin ETFs vs Options 13:16 How Options Differ Globally 16:02 Why Perpetuals Dominate Crypto 19:42 U.S. Regulation Challenges 22:27 ETF Options Impact 25:36 Arbitrage Opportunities in ETFs 27:10 Trump's Potential Impact on Crypto 30:00 Challenges Entering U.S. Market 34:12 How the Carry Trade Works 38:28 Preparing for Bitcoin's Growth 47:20 Where Are We in the Market Cycle? 52:12 Biggest Bitcoin Bets for 2025 57:25 Options Strategies for Beginners

The Wolf Of All Streets

28,744 views • 1 year ago

DROPS E14: : : the Crypto Super App fiddy.dime - priv/acc 🦡 is the co-founder and CEO of Paradigm, the largest institutional crypto options network processing $1.5 billion daily and controlling 35% of Bitcoin options trading After surviving the FTX collapse that wiped out his personal wealth and 70% of his clients, he's now building Paradox - a decentralized exchange that he claims offers better liquidity than Binance From innovating with perpetual options that eliminate liquidation risk to surviving multiple financial crises, Anand explains why decentralized finance represents true freedom and how crypto culture is going mainstream. Timestamps 0:00 - Introduction 1:24 - Welcome to DROPS 2:00 - What Anand Does 7:40 - FTX Happened 10:04 - Double Whammy 13:40 - What Helped Him Survive 16:45 - No Thinking, Take The Leap 18:33 - Are Investors Happy Today 19:20 - Explain Paradigm 20:23 - Why Do People Trade Options 21:19 - Key Numbers For Paradigm 21:59 - Ambitions, Moving Forward 24:30 - What Is Paradex (Explained Simply) 25:37 - Why Trust Paradex 27:01 - Why Paradex Is 10x Better 31:48 - Perpetual Options vs Contract 37:26 - Ease of Use vs Cost 39:05 - Difficulty With Replicating 42:20 - Paradigm Is Like Videogames 46:06 - Paradigm Weakness 48:25 - Wide Variety of Careers 52:28 - Compare Crypto to a City
55:32

DROPS E14: : : the Crypto Super App fiddy.dime - priv/acc 🦡 is the co-founder and CEO of Paradigm, the largest institutional crypto options network processing $1.5 billion daily and controlling 35% of Bitcoin options trading After surviving the FTX collapse that wiped out his personal wealth and 70% of his clients, he's now building Paradox - a decentralized exchange that he claims offers better liquidity than Binance From innovating with perpetual options that eliminate liquidation risk to surviving multiple financial crises, Anand explains why decentralized finance represents true freedom and how crypto culture is going mainstream. Timestamps 0:00 - Introduction 1:24 - Welcome to DROPS 2:00 - What Anand Does 7:40 - FTX Happened 10:04 - Double Whammy 13:40 - What Helped Him Survive 16:45 - No Thinking, Take The Leap 18:33 - Are Investors Happy Today 19:20 - Explain Paradigm 20:23 - Why Do People Trade Options 21:19 - Key Numbers For Paradigm 21:59 - Ambitions, Moving Forward 24:30 - What Is Paradex (Explained Simply) 25:37 - Why Trust Paradex 27:01 - Why Paradex Is 10x Better 31:48 - Perpetual Options vs Contract 37:26 - Ease of Use vs Cost 39:05 - Difficulty With Replicating 42:20 - Paradigm Is Like Videogames 46:06 - Paradigm Weakness 48:25 - Wide Variety of Careers 52:28 - Compare Crypto to a City

MR SHIFT 🦁

90,064 views • 11 months 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
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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 🦁

64,521 views • 4 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
1:09:53

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
28:23

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 • 11 days 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
1:07:34

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 🦁

95,002 views • 7 days ago

E177: Haseeb ＞|＜ - 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
1:09:17

E177: Haseeb ＞|＜ - 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 🦁

85,765 views • 1 month ago

"What's drawn people together for thousands of years is stories." My full conversation with Phil & Dom, co-founders of EasyA - the Duolingo for blockchain, with over a million users learning crypto. We covered what it's really like building a company with your brother, why they left promising careers in finance and law, their partnerships with Ripple, Solana and Sui, why crypto matters in a post-quantum AI world, and why every brand will need a face to survive. 00:00 Intro 01:03 How This Pod Happened 03:20 Printing the Bitcoin Whitepaper at 16 05:11 Mining Bitcoin From the Basement 06:12 Wharton, Blackstone and Sullivan & Cromwell 07:55 What It's Like Building With Your Brother 28:47 The UK vs US Talent Drain 29:04 Their Friend Who Ran AI Safety at Anthropic 36:29 EasyA Is the Duolingo for Blockchain 38:06 Why They Teach Stories, Not Code 46:34 The Business Model and EasyA Labs 50:31 Why Crypto Solves the AI Trust Problem 54:04 Why Every Brand Needs a Face
1:04:35

"What's drawn people together for thousands of years is stories." My full conversation with Phil & Dom, co-founders of EasyA - the Duolingo for blockchain, with over a million users learning crypto. We covered what it's really like building a company with your brother, why they left promising careers in finance and law, their partnerships with Ripple, Solana and Sui, why crypto matters in a post-quantum AI world, and why every brand will need a face to survive. 00:00 Intro 01:03 How This Pod Happened 03:20 Printing the Bitcoin Whitepaper at 16 05:11 Mining Bitcoin From the Basement 06:12 Wharton, Blackstone and Sullivan & Cromwell 07:55 What It's Like Building With Your Brother 28:47 The UK vs US Talent Drain 29:04 Their Friend Who Ran AI Safety at Anthropic 36:29 EasyA Is the Duolingo for Blockchain 38:06 Why They Teach Stories, Not Code 46:34 The Business Model and EasyA Labs 50:31 Why Crypto Solves the AI Trust Problem 54:04 Why Every Brand Needs a Face

JackGK

26,719 views • 2 months ago

DROPS E29: Ivo Grigorov, CEO at Real - The Trust Layer That Traditional Finance Has Been Waiting For From managing $1.2B in traditional finance to building an institutional-grade L1, Ivo is on a mission to bring real-world assets on-chain and rebuild trust between banks and crypto. We talk about: - Why trust is the missing link in tokenized real-world assets - How Real Finance is designing an L1 for banks and institutions - Turning a $100M guarantee scheme into smart contracts - Why crypto misunderstands sustainability and compounding - Bridging TradFi and Web3 with transparency, validators & on-chain metadata - Raising $29M and onboarding banks before mainnet launch And much more... Timestamps: 0:00 - Introduction 1:35 - Founder Life 2:37 - The Mission & Sacrifices 4:10 - Building globally before launch 5:00 - Background & Qualifications 6:23 - Childhood Experiences 09:58 - Co-founders & Partnership 12:55 - Credibility 15:16 - What Crypto misunderstood about TradFi? 19:39 - What TradFi misunderstood about Crypto? 24:26 - The Real Turning Point 26:46 - Credefi to Real Finance 32:00 - What’s RWA? 34:40 - What’s broken with RWAs? 36:58 - Real Finance in simple terms 38:09 - Institutional interest in Real Finance 41:28 - Success & Failures 41:58 - How Global Finance could change 43:02 - Crypto isn’t a slow process 45:35 - Conclusion
47:16

DROPS E29: Ivo Grigorov, CEO at Real - The Trust Layer That Traditional Finance Has Been Waiting For From managing $1.2B in traditional finance to building an institutional-grade L1, Ivo is on a mission to bring real-world assets on-chain and rebuild trust between banks and crypto. We talk about: - Why trust is the missing link in tokenized real-world assets - How Real Finance is designing an L1 for banks and institutions - Turning a $100M guarantee scheme into smart contracts - Why crypto misunderstands sustainability and compounding - Bridging TradFi and Web3 with transparency, validators & on-chain metadata - Raising $29M and onboarding banks before mainnet launch And much more... Timestamps: 0:00 - Introduction 1:35 - Founder Life 2:37 - The Mission & Sacrifices 4:10 - Building globally before launch 5:00 - Background & Qualifications 6:23 - Childhood Experiences 09:58 - Co-founders & Partnership 12:55 - Credibility 15:16 - What Crypto misunderstood about TradFi? 19:39 - What TradFi misunderstood about Crypto? 24:26 - The Real Turning Point 26:46 - Credefi to Real Finance 32:00 - What’s RWA? 34:40 - What’s broken with RWAs? 36:58 - Real Finance in simple terms 38:09 - Institutional interest in Real Finance 41:28 - Success & Failures 41:58 - How Global Finance could change 43:02 - Crypto isn’t a slow process 45:35 - Conclusion

MR SHIFT 🦁

40,246 views • 6 months ago

DROPS E10: Scytale Digital : Why we are all in Polkadot and betting big on Mark Cachia is the Founder of Scytale Digital and one of the key figures in the DOT Ecosystem Timestamps 0:00 Intro 1:40 Welcome to DROPS 2:16 From Brooklyn Fights to Wall Street 6:27 Bitcoin’s Shift Into the System 8:38 From Banking to Blockchain 11:46 Finding an Investment Edge 15:39 What is Scytale? 18:34 Rethinking Crypto Diversification 20:26 Memecoins 23:40 Why Polkadot Still Matters 25:00 Does Best Tech Win? 27:12 Navigating Investment Uncertainty 29:41 The Crypto Gaming Reality 32:03 What Makes Mythical Games Special 35:55 & Pudgy Penguins 36:56 Why All-In in Polkadot? 40:25 Concluding Remarks
40:41

DROPS E10: Scytale Digital : Why we are all in Polkadot and betting big on Mark Cachia is the Founder of Scytale Digital and one of the key figures in the DOT Ecosystem Timestamps 0:00 Intro 1:40 Welcome to DROPS 2:16 From Brooklyn Fights to Wall Street 6:27 Bitcoin’s Shift Into the System 8:38 From Banking to Blockchain 11:46 Finding an Investment Edge 15:39 What is Scytale? 18:34 Rethinking Crypto Diversification 20:26 Memecoins 23:40 Why Polkadot Still Matters 25:00 Does Best Tech Win? 27:12 Navigating Investment Uncertainty 29:41 The Crypto Gaming Reality 32:03 What Makes Mythical Games Special 35:55 & Pudgy Penguins 36:56 Why All-In in Polkadot? 40:25 Concluding Remarks

MR SHIFT 🦁

102,010 views • 1 year ago

Tom Sosnoff (Tom Sosnoff ) has built two different companies worth over $1 billion. Now he is building his third and giving away $1 million of crypto to the first users. We discuss why volatility creates opportunity, how he thinks about active investing across asset classes, and why he believes crypto deserves a place in every portfolio. We also talk about options trading, oil and commodity volatility, the rise of self-directed investors, prediction markets, AI’s role in portfolio construction and financial advice, and how Tom is thinking about building the next generation of investing tools. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - The real problem with today’s economy & the future of investing 5:26 - Rise of the self-directed investor 8:55 - How to trade extreme market volatility 11:08 - Why everyone should own bitcoin 12:09 - Selling volatility & options strategies 20:25 - Navigating chaos in today’s macro environment 22:19 - Trader mindset vs entrepreneur mindset 24:29 - Building an AI investing platform 26:38 - Why options trading is exploding 28:30 - Thoughts around Prediction Markets 32:46 - How AI will disrupt financial advisors 34:40 - Tom’s $1M crypto giveaway
38:20

Tom Sosnoff (Tom Sosnoff ) has built two different companies worth over $1 billion. Now he is building his third and giving away $1 million of crypto to the first users. We discuss why volatility creates opportunity, how he thinks about active investing across asset classes, and why he believes crypto deserves a place in every portfolio. We also talk about options trading, oil and commodity volatility, the rise of self-directed investors, prediction markets, AI’s role in portfolio construction and financial advice, and how Tom is thinking about building the next generation of investing tools. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - The real problem with today’s economy & the future of investing 5:26 - Rise of the self-directed investor 8:55 - How to trade extreme market volatility 11:08 - Why everyone should own bitcoin 12:09 - Selling volatility & options strategies 20:25 - Navigating chaos in today’s macro environment 22:19 - Trader mindset vs entrepreneur mindset 24:29 - Building an AI investing platform 26:38 - Why options trading is exploding 28:30 - Thoughts around Prediction Markets 32:46 - How AI will disrupt financial advisors 34:40 - Tom’s $1M crypto giveaway

Anthony Pompliano 🌪

74,476 views • 5 months ago

DROPS E13: Yellow : Removing Risk from Crypto Trading ! Alexis Sirkia is the Founder of Yellow Network and the former cofounder of GSR Timestamps 0:00 — Introduction 1:00 — Welcome to DROPS 1:37 — Falling Off the Fasting Habit 2:25 — Reiki Healing Journey 4:58 — Sailing Past Lockdowns 6:03 — Who is Alexis Sirkia? 7:13 — Bitcoin’s Trust Revolution 8:18 — Bitcoin’s Philosophy and History 10:10 — Why Trust Limits Innovation 17:01 — Why Crypto Trading Lags 19:09 — What Is Yellow Network? 21:13 — Why I Left GSR 23:06 — What Are State Channels? 27:03 — Why Lightning Didn’t Work 30:03 — State Channels in 2025 33:26 — Yellow’s Place in Crypto 39:45 — Yellow vs. Solana 43:39 — Explaining Crypto to Family 46:38 — Catalyst for Change 48:11 — Concluding Remarks
48:23

DROPS E13: Yellow : Removing Risk from Crypto Trading ! Alexis Sirkia is the Founder of Yellow Network and the former cofounder of GSR Timestamps 0:00 — Introduction 1:00 — Welcome to DROPS 1:37 — Falling Off the Fasting Habit 2:25 — Reiki Healing Journey 4:58 — Sailing Past Lockdowns 6:03 — Who is Alexis Sirkia? 7:13 — Bitcoin’s Trust Revolution 8:18 — Bitcoin’s Philosophy and History 10:10 — Why Trust Limits Innovation 17:01 — Why Crypto Trading Lags 19:09 — What Is Yellow Network? 21:13 — Why I Left GSR 23:06 — What Are State Channels? 27:03 — Why Lightning Didn’t Work 30:03 — State Channels in 2025 33:26 — Yellow’s Place in Crypto 39:45 — Yellow vs. Solana 43:39 — Explaining Crypto to Family 46:38 — Catalyst for Change 48:11 — Concluding Remarks

MR SHIFT 🦁

81,325 views • 1 year ago

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up
54:09

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up

Milk Road

225,145 views • 6 months ago

The firms leading in market making figured out early that infrastructure compounds. Austin Federa | 🇺🇸 sits down with Rahul Jain, Rahul Jain (Ellipsis Labs), to trace how crypto market making evolved: why being early matters, how MEV and transaction landing reshaped execution, and what it will take for onchain finance to scale beyond crypto-native users. Understanding the infrastructure layer is a prerequisite for competing with traditional trading environments. Timestamps and links below ↓ 00:00 - Introduction 03:53 - What Makes Solana Trading Different 07:17 - Trust and Retail Outcomes 12:04 - Infra Arms Race 2025 14:27 - Prop AMMs vs Order Books 17:05 - Spot Market Equilibrium 18:12 - MCP and Perps Security 21:22 - Why MCP Matters 24:25 - ACE For Safer Perps 25:47 - RWAs And Oracle Risk 29:28 - Why Retail Loves Perps 34:23 - Hypothetical VIX perps 35:29 - The Different MCP Camps 37:07 - Latency And Block Full 40:41 - Conclusion
42:09

The firms leading in market making figured out early that infrastructure compounds. Austin Federa | 🇺🇸 sits down with Rahul Jain, Rahul Jain (Ellipsis Labs), to trace how crypto market making evolved: why being early matters, how MEV and transaction landing reshaped execution, and what it will take for onchain finance to scale beyond crypto-native users. Understanding the infrastructure layer is a prerequisite for competing with traditional trading environments. Timestamps and links below ↓ 00:00 - Introduction 03:53 - What Makes Solana Trading Different 07:17 - Trust and Retail Outcomes 12:04 - Infra Arms Race 2025 14:27 - Prop AMMs vs Order Books 17:05 - Spot Market Equilibrium 18:12 - MCP and Perps Security 21:22 - Why MCP Matters 24:25 - ACE For Safer Perps 25:47 - RWAs And Oracle Risk 29:28 - Why Retail Loves Perps 34:23 - Hypothetical VIX perps 35:29 - The Different MCP Camps 37:07 - Latency And Block Full 40:41 - Conclusion

Validated

27,660 views • 4 months ago

"AI agents will hold more crypto than humans within a decade." Charles Hoskinson (Charles Hoskinson) studied math, dropped out, built one of the only blockchains designed by peer-reviewed research. He co-founded Ethereum, walked away over how it was run, and built Cardano to do it differently. The man who has argued with everyone in this industry now thinks the biggest user of crypto won't be people at all. "Humans are a rounding error in the system we're building. AI agents don't sleep, don't panic-sell, and don't care about price. They transact in tokens because that's the only thing they can actually use." We cover: - Why AI agents (not humans) become the dominant on-chain actors, and what that does to every token model - The infrastructure that has to exist before agents can transact safely at scale - Why most current blockchains can't handle machine-speed transactions - Where Cardano's research-first approach fits in a world of autonomous agents - The identity problem: how do you tell a human from an agent on-chain, and why it matters - Why he's bullish on the technology but blunt about the timeline - What he thinks the rest of the industry is getting wrong about AI + crypto - The one thing that has to happen for any of this to be real Thanks to Charles for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 01:30 - Why AI Agents Change Everything 06:30 - Humans as a Rounding Error 12:00 - The Infrastructure Gap 18:30 - Identity: Human vs Agent On-Chain 24:30 - Where Cardano Fits 30:00 - What The Industry Gets Wrong 34:00 - The Timeline Nobody Wants To Hear
36:30

"AI agents will hold more crypto than humans within a decade." Charles Hoskinson (Charles Hoskinson) studied math, dropped out, built one of the only blockchains designed by peer-reviewed research. He co-founded Ethereum, walked away over how it was run, and built Cardano to do it differently. The man who has argued with everyone in this industry now thinks the biggest user of crypto won't be people at all. "Humans are a rounding error in the system we're building. AI agents don't sleep, don't panic-sell, and don't care about price. They transact in tokens because that's the only thing they can actually use." We cover: - Why AI agents (not humans) become the dominant on-chain actors, and what that does to every token model - The infrastructure that has to exist before agents can transact safely at scale - Why most current blockchains can't handle machine-speed transactions - Where Cardano's research-first approach fits in a world of autonomous agents - The identity problem: how do you tell a human from an agent on-chain, and why it matters - Why he's bullish on the technology but blunt about the timeline - What he thinks the rest of the industry is getting wrong about AI + crypto - The one thing that has to happen for any of this to be real Thanks to Charles for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 01:30 - Why AI Agents Change Everything 06:30 - Humans as a Rounding Error 12:00 - The Infrastructure Gap 18:30 - Identity: Human vs Agent On-Chain 24:30 - Where Cardano Fits 30:00 - What The Industry Gets Wrong 34:00 - The Timeline Nobody Wants To Hear

Michaël van de Poppe

293,287 views • 2 months ago