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DROPS E39: Worm - The permissionless truth machine Nass Diba studied quantum physics, worked at Facebook, then left to build in crypto. He's now building Worm - a permissionless prediction market on Solana with leverage. His thesis: prediction markets are the only mechanism that consistently surfaces truth, and they're...

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MR SHIFT 🦁

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31,029 views • 1 month ago •via X (Twitter)

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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
1:15:03

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 views • 2 months ago

INSIDE JUPITER: TRADING THE NEWS WITH PREDICTION MARKETS This episode with Julian breaks down why prediction markets are becoming a core primitive of Web4, how the Polymarket partnership fits the Jupiter full-stack vision, and why the future isn’t a separate product it’s prediction embedded everywhere. time stamps : 00:00 Intro Inside Jupiter HQ 00:18 Who's Julian and what's his role 00:44 What JuPredict actually is: “trading the news” 01:11 Polymarket × Jupiter 02:01 Why prediction markets are emerging 03:00 Markets vs commentators 04:24 Local & social prediction markets 05:15 On-chain transparency & global accessibility 06:27 Prediction markets in the Jupiter Web4 stack 07:48 The vision: predicting from any interface 09:28 Why people misread market prices 10:20 The real edge: studying trade flow before events 11:05 What prediction markets are best at predicting 11:40 Consistency & accuracy of the markets 12:10 Message to the community
13:01

INSIDE JUPITER: TRADING THE NEWS WITH PREDICTION MARKETS This episode with Julian breaks down why prediction markets are becoming a core primitive of Web4, how the Polymarket partnership fits the Jupiter full-stack vision, and why the future isn’t a separate product it’s prediction embedded everywhere. time stamps : 00:00 Intro Inside Jupiter HQ 00:18 Who's Julian and what's his role 00:44 What JuPredict actually is: “trading the news” 01:11 Polymarket × Jupiter 02:01 Why prediction markets are emerging 03:00 Markets vs commentators 04:24 Local & social prediction markets 05:15 On-chain transparency & global accessibility 06:27 Prediction markets in the Jupiter Web4 stack 07:48 The vision: predicting from any interface 09:28 Why people misread market prices 10:20 The real edge: studying trade flow before events 11:05 What prediction markets are best at predicting 11:40 Consistency & accuracy of the markets 12:10 Message to the community

JUP AND JUICE (🧃)

20,990 views • 5 months ago

Hyperliquid and Polymarket dominate in the West. In Asia, there is no equivalent. TurboFlow is building it. Tony (TurboFlow) joins Stateful, hosted by Mason Nystrom. In this episode, they discuss why Asia has been missing a world-class trading platform and how TurboFlow is building it: - Asian traders operate in communities, not alone. That changes everything about product design. - Prediction markets beat perps for retail: click yes or no on anything. No margin knowledge needed. - $9 trillion in perps volume in 2025. Still only 75K to 200K daily active traders on-chain. - Bear markets are for building. Competitors go to sleep. You lay the foundation. - 18-month goal: dominate Asian prediction markets and expand to 50 assets including RWAs and FX. 00:00 Why Asia Has No Hyperliquid or Polymarket 01:56 The Perps Market Today: $9 Trillion, Only 200K Daily Traders 06:07 Why Prediction Markets Beat Perps for Retail 11:18 What Actually Matters When Building a Trading Platform 14:45 Lessons from Co-Founding Amber Group 18:46 Quick Fire: Bear Market Timing, 18-Month Roadmap
22:24

Hyperliquid and Polymarket dominate in the West. In Asia, there is no equivalent. TurboFlow is building it. Tony (TurboFlow) joins Stateful, hosted by Mason Nystrom. In this episode, they discuss why Asia has been missing a world-class trading platform and how TurboFlow is building it: - Asian traders operate in communities, not alone. That changes everything about product design. - Prediction markets beat perps for retail: click yes or no on anything. No margin knowledge needed. - $9 trillion in perps volume in 2025. Still only 75K to 200K daily active traders on-chain. - Bear markets are for building. Competitors go to sleep. You lay the foundation. - 18-month goal: dominate Asian prediction markets and expand to 50 assets including RWAs and FX. 00:00 Why Asia Has No Hyperliquid or Polymarket 01:56 The Perps Market Today: $9 Trillion, Only 200K Daily Traders 06:07 Why Prediction Markets Beat Perps for Retail 11:18 What Actually Matters When Building a Trading Platform 14:45 Lessons from Co-Founding Amber Group 18:46 Quick Fire: Bear Market Timing, 18-Month Roadmap

Pantera Capital

34,654 views • 28 days ago

FROM A $50 SALARY IN SYRIA TO A $6M ROUND Episode 5 of PredictTime is live, and you'll hear it from a founder who restarted from zero three times and never sent a single cold email to close his round Ali, founder and CEO of XO Market. We go deep into why 400+ prediction markets are just copies of the same model, why a whale unfairly resolving his Polymarket bet became the tipping point, and how AI agents now decide market outcomes instead of humans Now he's building XO Market, where anyone can turn any idea into a conviction market. Everything you need to know about user-generated markets, XO Vaults and the future of prediction markets is in this episode --- Win 1,000 Conviction Points and get access to XO's weekly parlays with prizes up to $50,000 (we'll pick the winner on July 13): - sign up via the link: -drop your username with your most creative comment or question about the episode and follow Predict Time and XO Market --- Timecodes: 00:00 Intro 00:38 Raising $6M without pitching a single VC 04:29 Why not just copy Polymarket 07:05 Advice for builders: grants over VC money 12:15 Building a team across every continent 15:52 Ali's story: from Syria to Switzerland 19:29 Leaving corporate (Roche) for crypto 22:24 Why raising money is a liability, not a win 25:42 How XO Market conviction markets actually work 29:43 What stops thousands of dead markets 32:41 The tech that gives markets instant liquidity 37:43 How to create your own market 39:14 Getting attention: local communities & ambassadors 44:20 Not the of prediction markets 48:22 Who decides the outcome: AI resolution 51:43 XO Vault: market making for everyone 56:47 The moment XO Market took off 1:02:14 Is prediction market usage exaggerated? 1:05:17 Elon Musk and mention markets 1:07:04 AI vs humans: jobs and the jury system 1:13:56 Are Polymarket & Kalshi overvalued? 1:16:16 What's next: Parlays, Vaults & the World Cup 1:23:06 Is XO Market becoming a sportsbook? 1:25:15 AI agents trading on their own 1:27:40 Regulation & staying permissionless 1:33:08 The investors: 20VC, Harry & a cricket legend 1:44:55 Will there be a token? 1:46:45 Blitz: rapid-fire round 1:52:59 Closing & giveaway
1:55:06

FROM A $50 SALARY IN SYRIA TO A $6M ROUND Episode 5 of PredictTime is live, and you'll hear it from a founder who restarted from zero three times and never sent a single cold email to close his round Ali, founder and CEO of XO Market. We go deep into why 400+ prediction markets are just copies of the same model, why a whale unfairly resolving his Polymarket bet became the tipping point, and how AI agents now decide market outcomes instead of humans Now he's building XO Market, where anyone can turn any idea into a conviction market. Everything you need to know about user-generated markets, XO Vaults and the future of prediction markets is in this episode --- Win 1,000 Conviction Points and get access to XO's weekly parlays with prizes up to $50,000 (we'll pick the winner on July 13): - sign up via the link: -drop your username with your most creative comment or question about the episode and follow Predict Time and XO Market --- Timecodes: 00:00 Intro 00:38 Raising $6M without pitching a single VC 04:29 Why not just copy Polymarket 07:05 Advice for builders: grants over VC money 12:15 Building a team across every continent 15:52 Ali's story: from Syria to Switzerland 19:29 Leaving corporate (Roche) for crypto 22:24 Why raising money is a liability, not a win 25:42 How XO Market conviction markets actually work 29:43 What stops thousands of dead markets 32:41 The tech that gives markets instant liquidity 37:43 How to create your own market 39:14 Getting attention: local communities & ambassadors 44:20 Not the of prediction markets 48:22 Who decides the outcome: AI resolution 51:43 XO Vault: market making for everyone 56:47 The moment XO Market took off 1:02:14 Is prediction market usage exaggerated? 1:05:17 Elon Musk and mention markets 1:07:04 AI vs humans: jobs and the jury system 1:13:56 Are Polymarket & Kalshi overvalued? 1:16:16 What's next: Parlays, Vaults & the World Cup 1:23:06 Is XO Market becoming a sportsbook? 1:25:15 AI agents trading on their own 1:27:40 Regulation & staying permissionless 1:33:08 The investors: 20VC, Harry & a cricket legend 1:44:55 Will there be a token? 1:46:45 Blitz: rapid-fire round 1:52:59 Closing & giveaway

Predict Time

24,425 views • 29 days ago

New podcast episode with Kalshi Cofounder and CEO Tarek Mansour (Tarek Mansour) is live. In this special episode, our host Robert Hackett chats with Tarek bout how prediction markets are enabling people to trade directly on real-world events — from elections to inflation — and what this means for the future of finance and forecasting. Tarek explains why prediction markets aren’t gambling, how regulation has been central to Kalshi’s success, and why the company is embracing crypto and stablecoins as key components of its international strategy. He also discusses lessons learned about policy, product design, and staying compliant while innovating at the frontier. Topics include: → How prediction markets make society "smarter" → The role of regulation in fintech innovation → Why Kalshi started with crypto payments → Lessons from FTX and the importance of compliance → Building consumer trust and network effects → Tarek’s take on productivity, leadership, and even… kombucha Timestamps: 00:00 – Introduction: What are prediction markets, and why now? 01:04 – Kalshi’s mission: making forecasting tradable 01:52 – Why crypto fits into Kalshi’s long-term strategy 03:19 – Going global with stablecoins 05:55 – The long road to regulation and why it mattered 7:51 – Coinbase and Robinhood as role models 08:17 – The Trump trade: direct vs. indirect exposure to events 10:51 – Lessons from FTX and why compliance is a moat 12:06 – How Kalshi monitors markets and prevents manipulation 15:00 – Momentum after the presidential election 16:48 – How policy in DC really works 17:56 – The hidden advantage of being regulated 18:52 – Lightning round: worst advice, productivity habits, and more 21:00 – The importance of process and patience (“The Score Takes Care of Itself”) 22:30 – The smallest hill Tarek will die on
23:02

New podcast episode with Kalshi Cofounder and CEO Tarek Mansour (Tarek Mansour) is live. In this special episode, our host Robert Hackett chats with Tarek bout how prediction markets are enabling people to trade directly on real-world events — from elections to inflation — and what this means for the future of finance and forecasting. Tarek explains why prediction markets aren’t gambling, how regulation has been central to Kalshi’s success, and why the company is embracing crypto and stablecoins as key components of its international strategy. He also discusses lessons learned about policy, product design, and staying compliant while innovating at the frontier. Topics include: → How prediction markets make society "smarter" → The role of regulation in fintech innovation → Why Kalshi started with crypto payments → Lessons from FTX and the importance of compliance → Building consumer trust and network effects → Tarek’s take on productivity, leadership, and even… kombucha Timestamps: 00:00 – Introduction: What are prediction markets, and why now? 01:04 – Kalshi’s mission: making forecasting tradable 01:52 – Why crypto fits into Kalshi’s long-term strategy 03:19 – Going global with stablecoins 05:55 – The long road to regulation and why it mattered 7:51 – Coinbase and Robinhood as role models 08:17 – The Trump trade: direct vs. indirect exposure to events 10:51 – Lessons from FTX and why compliance is a moat 12:06 – How Kalshi monitors markets and prevents manipulation 15:00 – Momentum after the presidential election 16:48 – How policy in DC really works 17:56 – The hidden advantage of being regulated 18:52 – Lightning round: worst advice, productivity habits, and more 21:00 – The importance of process and patience (“The Score Takes Care of Itself”) 22:30 – The smallest hill Tarek will die on

a16z crypto

55,170 views • 8 months ago

The world’s youngest self-made woman billionaire took on the U.S. government…and won. Luana Lopes Lara, co-founder of Kalshi, opens up about taking on the feds, her billionaire moment, and her Bitcoin story. I really enjoyed this interview and I hope you will too! TIMESTAMPS: 00:00 Ballerina to in Brazil 03:41 Meeting Her Co-Founder at MIT 09:18 65 Lawyers Said It Was Impossible 13:59 How Kalshi Stops Insider Trading 16:56 The Most Surprising Market on Kalshi 17:32 Why She Sued the U.S. Government 21:00 Why Women Are Joining Prediction Markets 22:25 Her First Bitcoin: A $100 Story 23:49 Becoming the Youngest Female Billionaire 27:16 Advice for Young Women and Founders 29:23 Is the American Dream Still Alive? 32:36 Where Crypto and Prediction Markets Collide 35:48 Kalshi Goes Global 37:33 The Currency Problem No One Talks About 39:06 Are Prediction Markets Actually Right? 40:23 Can You Create Your Own Market? 42:29 The Moment They Almost Gave Up 45:09 What She’d Tell Her Younger Self 46:58 The One Market She Wants to Trade
50:07

The world’s youngest self-made woman billionaire took on the U.S. government…and won. Luana Lopes Lara, co-founder of Kalshi, opens up about taking on the feds, her billionaire moment, and her Bitcoin story. I really enjoyed this interview and I hope you will too! TIMESTAMPS: 00:00 Ballerina to in Brazil 03:41 Meeting Her Co-Founder at MIT 09:18 65 Lawyers Said It Was Impossible 13:59 How Kalshi Stops Insider Trading 16:56 The Most Surprising Market on Kalshi 17:32 Why She Sued the U.S. Government 21:00 Why Women Are Joining Prediction Markets 22:25 Her First Bitcoin: A $100 Story 23:49 Becoming the Youngest Female Billionaire 27:16 Advice for Young Women and Founders 29:23 Is the American Dream Still Alive? 32:36 Where Crypto and Prediction Markets Collide 35:48 Kalshi Goes Global 37:33 The Currency Problem No One Talks About 39:06 Are Prediction Markets Actually Right? 40:23 Can You Create Your Own Market? 42:29 The Moment They Almost Gave Up 45:09 What She’d Tell Her Younger Self 46:58 The One Market She Wants to Trade

Natalie Brunell ⚡️

1,180,077 views • 3 months ago

Today on MCG: Totalis Totalis is building parlays for ANY event; not just sports P and his team just made history as the first company ever to accept a Y Combinator investment in stablecoins, settled on Solana 👇 00:58 - First YC stablecoin investment ever 03:21 - Working with YC's legal team 04:27 - Why they chose Solana over Ethereum and Base 05:41 - Any YC company can now take stablecoins 06:15 - Superteam Canada and the Waterloo Blockchain roots 07:52 - What is Totalis? 09:19 - Why parlays on prediction markets haven't existed until now 11:13 - Where is the prediction market industry headed? 12:04 - NYSE invested in Polymarket — what that signals 13:11 - Origin story 15:03 - Totalis doesn't compete with Polymarket — it sits on top 17:05 - How it works mechanically 18:43 - Making YC history — the full behind the scenes 23:13 - When Totalis wins big 25:19 - Token launch timing 27:06 - Consensus, Miami
28:50

Today on MCG: Totalis Totalis is building parlays for ANY event; not just sports P and his team just made history as the first company ever to accept a Y Combinator investment in stablecoins, settled on Solana 👇 00:58 - First YC stablecoin investment ever 03:21 - Working with YC's legal team 04:27 - Why they chose Solana over Ethereum and Base 05:41 - Any YC company can now take stablecoins 06:15 - Superteam Canada and the Waterloo Blockchain roots 07:52 - What is Totalis? 09:19 - Why parlays on prediction markets haven't existed until now 11:13 - Where is the prediction market industry headed? 12:04 - NYSE invested in Polymarket — what that signals 13:11 - Origin story 15:03 - Totalis doesn't compete with Polymarket — it sits on top 17:05 - How it works mechanically 18:43 - Making YC history — the full behind the scenes 23:13 - When Totalis wins big 25:19 - Token launch timing 27:06 - Consensus, Miami

MCG

32,567 views • 3 months ago

I sat down with Jordi Visser to discuss why bitcoin is the purest AI trade available in the market, breakdown of energy infrastructure, how to invest amid the government shutdown, the Fed/interest rates, and why prediction markets and tokenization are two big themes moving forward. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:04 - Why bitcoin is the purest AI trade 11:43 - The impact of new energy infrastructure 16:53 - How Base Power is building a decentralized grid and other opportunities for investors 23:49 - Why retail spots themes before institutions 32:33 - Retail orange-pilling each other in public 37:25 - What is the impact of government shutdown on financial markets? 40:25 - The rise of prediction markets and tokenization 49:28 - Where to follow Jordi on the internet
50:43

I sat down with Jordi Visser to discuss why bitcoin is the purest AI trade available in the market, breakdown of energy infrastructure, how to invest amid the government shutdown, the Fed/interest rates, and why prediction markets and tokenization are two big themes moving forward. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:04 - Why bitcoin is the purest AI trade 11:43 - The impact of new energy infrastructure 16:53 - How Base Power is building a decentralized grid and other opportunities for investors 23:49 - Why retail spots themes before institutions 32:33 - Retail orange-pilling each other in public 37:25 - What is the impact of government shutdown on financial markets? 40:25 - The rise of prediction markets and tokenization 49:28 - Where to follow Jordi on the internet

Anthony Pompliano 🌪

110,012 views • 10 months ago

🚨 TOM LEE ON $HOOD: "IT COULD 100X IN TEN YEARS" Here's my conversation with Thomas (Tom) Lee (not drummer) FundstratDirect.com. We discuss why Robinhood's Q2 beat got sold off, Kalshi vs. Robinhood, and Robinhood Chain's huge success out of the gate. We also discuss what Robinhood looks like in a decade, and why he thinks the company's real competition in 10 years isn't Schwab/IBKR but J.P. Morgan, Morgan Stanley, and Goldman Sachs. Thanks to Tom for joining the show! 00:55 - Robinhood Q2 earnings 02:34 - Tom Lee's $HOOD price target 03:42 - Prediction markets 05:14 - Kalshi is a call-option for Robinhood 06:39 - Kalshi vs. Robinhood 07:01 - Prediction markets regulatory risk 08:51 - Prediction markets size + fragmentation 14:02 - Robinhood Chain is a "breakaway success" 17:49 - Memecoins, then real-world assets 22:21 - Tom Lee's thoughts on Hyperliquid 25:14 - Robinhood could 100x in ten years 🤯 27:30 - Tom's thoughts on founder/CEO Vlad Tenev 29:17 - Weekend 24/7 markets 30:25 - MrBeast $200M investment Not financial or legal advice
31:24

🚨 TOM LEE ON $HOOD: "IT COULD 100X IN TEN YEARS" Here's my conversation with Thomas (Tom) Lee (not drummer) FundstratDirect.com. We discuss why Robinhood's Q2 beat got sold off, Kalshi vs. Robinhood, and Robinhood Chain's huge success out of the gate. We also discuss what Robinhood looks like in a decade, and why he thinks the company's real competition in 10 years isn't Schwab/IBKR but J.P. Morgan, Morgan Stanley, and Goldman Sachs. Thanks to Tom for joining the show! 00:55 - Robinhood Q2 earnings 02:34 - Tom Lee's $HOOD price target 03:42 - Prediction markets 05:14 - Kalshi is a call-option for Robinhood 06:39 - Kalshi vs. Robinhood 07:01 - Prediction markets regulatory risk 08:51 - Prediction markets size + fragmentation 14:02 - Robinhood Chain is a "breakaway success" 17:49 - Memecoins, then real-world assets 22:21 - Tom Lee's thoughts on Hyperliquid 25:14 - Robinhood could 100x in ten years 🤯 27:30 - Tom's thoughts on founder/CEO Vlad Tenev 29:17 - Weekend 24/7 markets 30:25 - MrBeast $200M investment Not financial or legal advice

Hood House

197,036 views • 1 day 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 • 4 months ago

Inside the mind of an ex-SIG quant trader who can't turn off the EV brain - even for his kid's school choice Andrew Courtney (Andrew Courtney) ran the International ETFs Trading Desk at Susquehanna International Group for ~15 years before leaving in 2023. He now runs Kalshionomics (Kalshinomics), a prediction markets analytics tool, and writes the Whirligig Bear, one of the sharpest prediction markets Substacks out there. "I think of everything as a bet. I kind of don't understand how you talk to normal people — they do not do that." SIG trains their junior traders with poker, spending 2hrs/day turning over cards after every hand, justifying every decision quantitatively AND qualitatively. 15 years later, Andrew views prediction markets the same way: read who's on the other side, size accordingly, fold when the whale comes back at you 10x. We cover: - Why SIG pays junior traders to play poker for 2hrs/day — & what happens after every single hand - The "one eye on the market, always" attention tax that destroys most people's careers - How to find edge in prediction markets by asking: who am I actually trading against? - Why meme-heavy, overhyped markets (Taylor Swift at the Super Bowl) might be the juiciest trades - The insider trading debate in prediction markets — & why it's "socially corrosive" - Floor trading vs. upstairs quant: why the transition saved his career - 40 connections after ~15 years at one of the world's best firms — the hidden cost of prop trading - Why he doesn't have collision insurance on his car (& the EV math behind it) Thank you so much Andrew Courtney for coming on the pod! Timestamps: 00:00 Intro 05:00 Floor trading vs. electronic trading 06:28 What makes an upstairs trader 10:16 Poker as trader training 13:00 Thinking in bets as a mental framework 15:11 Decision trees in real life 16:40 Where prediction markets actually have edge 19:00 Why the LLM forecasting layer falls short 19:40 Liquidity incentives and trading low-volume markets 22:00 Limiting downside even when the model is wrong 24:32 Executing in illiquid markets 25:44 Fair value vs. directional conviction 27:11 Bayesian updating when liquidity responds 28:40 Fading hype and crowded narratives 31:07 Longshot bias vs. fanbase bias 34:20 How to judge whether you really have edge 36:40 Building analytics tools for prediction markets 38:20 The temporary edge for smart amateurs 40:35 Where prediction markets fit best 41:20 Markets that shouldn’t exist 43:20 Why insider trading corrodes incentives 46:52 Are prediction markets a net good or bad 50:47 Minimizing degeneracy and maximizing signal 53:32 A simple EV mindset anyone can use
56:48

Inside the mind of an ex-SIG quant trader who can't turn off the EV brain - even for his kid's school choice Andrew Courtney (Andrew Courtney) ran the International ETFs Trading Desk at Susquehanna International Group for ~15 years before leaving in 2023. He now runs Kalshionomics (Kalshinomics), a prediction markets analytics tool, and writes the Whirligig Bear, one of the sharpest prediction markets Substacks out there. "I think of everything as a bet. I kind of don't understand how you talk to normal people — they do not do that." SIG trains their junior traders with poker, spending 2hrs/day turning over cards after every hand, justifying every decision quantitatively AND qualitatively. 15 years later, Andrew views prediction markets the same way: read who's on the other side, size accordingly, fold when the whale comes back at you 10x. We cover: - Why SIG pays junior traders to play poker for 2hrs/day — & what happens after every single hand - The "one eye on the market, always" attention tax that destroys most people's careers - How to find edge in prediction markets by asking: who am I actually trading against? - Why meme-heavy, overhyped markets (Taylor Swift at the Super Bowl) might be the juiciest trades - The insider trading debate in prediction markets — & why it's "socially corrosive" - Floor trading vs. upstairs quant: why the transition saved his career - 40 connections after ~15 years at one of the world's best firms — the hidden cost of prop trading - Why he doesn't have collision insurance on his car (& the EV math behind it) Thank you so much Andrew Courtney for coming on the pod! Timestamps: 00:00 Intro 05:00 Floor trading vs. electronic trading 06:28 What makes an upstairs trader 10:16 Poker as trader training 13:00 Thinking in bets as a mental framework 15:11 Decision trees in real life 16:40 Where prediction markets actually have edge 19:00 Why the LLM forecasting layer falls short 19:40 Liquidity incentives and trading low-volume markets 22:00 Limiting downside even when the model is wrong 24:32 Executing in illiquid markets 25:44 Fair value vs. directional conviction 27:11 Bayesian updating when liquidity responds 28:40 Fading hype and crowded narratives 31:07 Longshot bias vs. fanbase bias 34:20 How to judge whether you really have edge 36:40 Building analytics tools for prediction markets 38:20 The temporary edge for smart amateurs 40:35 Where prediction markets fit best 41:20 Markets that shouldn’t exist 43:20 Why insider trading corrodes incentives 46:52 Are prediction markets a net good or bad 50:47 Minimizing degeneracy and maximizing signal 53:32 A simple EV mindset anyone can use

Ethan Kho

436,074 views • 5 months ago

"There are crypto bros on Discord making decisions on $10 million markets." My full conversation with the Somnia and Improbable team on how they're rebuilding prediction markets so no human can rig them. 00:00 Intro 02:59 Why they ignored don't work with friends 05:20 The person who gets you to ten can't get you to a hundred 07:06 Why chasing bronze medals beats winning 10:01 Sleeping under desks and 1600 interviews 18:50 How AI decides what is actually true 28:07 Why AI is the best teacher ever made 31:14 Why crypto was right all along 35:31 The plan to fight propaganda 43:52 Prediction markets are not gambling 49:43 Was it an invasion? Depends who you ask 52:08 Why ChatGPT can't count the Rs in raspberry
1:05:55

"There are crypto bros on Discord making decisions on $10 million markets." My full conversation with the Somnia and Improbable team on how they're rebuilding prediction markets so no human can rig them. 00:00 Intro 02:59 Why they ignored don't work with friends 05:20 The person who gets you to ten can't get you to a hundred 07:06 Why chasing bronze medals beats winning 10:01 Sleeping under desks and 1600 interviews 18:50 How AI decides what is actually true 28:07 Why AI is the best teacher ever made 31:14 Why crypto was right all along 35:31 The plan to fight propaganda 43:52 Prediction markets are not gambling 49:43 Was it an invasion? Depends who you ask 52:08 Why ChatGPT can't count the Rs in raspberry

JackGK

12,075 views • 1 month ago

“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
1:04:05

“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

Insilico Terminal

18,829 views • 2 months ago

"Prediction markets have basically killed the altcoin casino." The Wolf Of All Streets joins Jenn Sanasie to discuss why retail left alts, why $ZEC as "private Bitcoin" makes him want to puke, and where $BTC goes from here. 00:00 - Scott Melker Joins Markets Outlook 01:38 - Why Bitcoin Is Underrated 03:59 - Is Crypto Recreating the System It Was Built to Fight? 06:08 - Scott’s Bitcoin Origin Story 08:04 - Why This Market Feels Impossible to Read 10:07 - How Prediction Markets Killed the Altcoin Casino 13:33 - Teaching His Kids About Bitcoin and AI in a Complicated World 16:22 - AI Tokens and Zcash Outlook 18:33 - Zcash as Privacy Bitcoin: “It Makes Me Want to Puke” 19:46 - Scott's Bitcoin Price Outlook for the Rest of the Year
21:08

"Prediction markets have basically killed the altcoin casino." The Wolf Of All Streets joins Jenn Sanasie to discuss why retail left alts, why $ZEC as "private Bitcoin" makes him want to puke, and where $BTC goes from here. 00:00 - Scott Melker Joins Markets Outlook 01:38 - Why Bitcoin Is Underrated 03:59 - Is Crypto Recreating the System It Was Built to Fight? 06:08 - Scott’s Bitcoin Origin Story 08:04 - Why This Market Feels Impossible to Read 10:07 - How Prediction Markets Killed the Altcoin Casino 13:33 - Teaching His Kids About Bitcoin and AI in a Complicated World 16:22 - AI Tokens and Zcash Outlook 18:33 - Zcash as Privacy Bitcoin: “It Makes Me Want to Puke” 19:46 - Scott's Bitcoin Price Outlook for the Rest of the Year

CoinDesk

22,771 views • 2 months ago

I sat down with Arthur Hayes to discuss the Iran conflict, bitcoin, gold, oil, inflation, deflation, decentralized exchanges, prediction markets, privacy coins, and why he thinks insider trading should be legal. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:49 - Iran war & oil market reaction 5:30 - Inflation vs deflation breakdown 7:42 - Why the Fed will always print money 9:08 - Gold vs bitcoin & global trade shift 14:20 - Arthur Hayes portfolio strategy 17:54 - Hyperliquid & the future of trading 24:20 - Insider trading should be legal? 27:59 - Why bitcoin doesn’t need institutions 32:09 - Zcash & privacy in crypto 35:23 - What Arthur is bearish on in crypto 40:30 - How big Hyperliquid can get 42:24 - Will prediction markets be successful? 46:45 - Final market outlook
49:52

I sat down with Arthur Hayes to discuss the Iran conflict, bitcoin, gold, oil, inflation, deflation, decentralized exchanges, prediction markets, privacy coins, and why he thinks insider trading should be legal. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:49 - Iran war & oil market reaction 5:30 - Inflation vs deflation breakdown 7:42 - Why the Fed will always print money 9:08 - Gold vs bitcoin & global trade shift 14:20 - Arthur Hayes portfolio strategy 17:54 - Hyperliquid & the future of trading 24:20 - Insider trading should be legal? 27:59 - Why bitcoin doesn’t need institutions 32:09 - Zcash & privacy in crypto 35:23 - What Arthur is bearish on in crypto 40:30 - How big Hyperliquid can get 42:24 - Will prediction markets be successful? 46:45 - Final market outlook

Anthony Pompliano 🌪

74,799 views • 3 months ago

Prediction markets are a (poorly understood) multi-billion dollar industry. This Law of Code episode is a multi-hour deep dive on prediction markets, from conclave betting in 15th century Rome to proposed rulemaking from the CFTC earlier this month. My goal: the internet's most comprehensive explainer on prediction markets. I spent several months and over 100 hours on this podcast, and spoke to the world's leading experts on the legal layer of prediction markets: robertjdenault, Daniel Wallach, Stefan Schropp, Sam Enzer, Paul Grewal, Brad Bourque, Thania Charmani, Michael Passalacqua, Joshua Sterling, Jeff Amico, as well as Koleman Strumpf, Matt Kalish, with clips from prior conversations with Chris Giancarlo, Dustin Gouker. By the end of this episode, I promise you'll be in the top percentile for understanding prediction markets, regardless of your starting point. (You just might want to listen twice. There's a lot here.) 0:00 Intro 1:40 16th century papal betting Koleman Strumpf 11:13 Insider trading rules robertjdenault 16:20 The Google insider case 27:38 Why prediction markets matter Chris Giancarlo 33:20 Election betting in America 44:50 Iowa Electronic Markets 52:11 Dodd-Frank, swaps and the Special Rule 54:23 Senator Lincoln on sports contracts 1:02:04 Parlays as swaps 1:07:38 CFTC's exclusive jurisdiction Thania Charmani 1:13:45 Perspective on CFTC's NPRM Michael Passalacqua 1:21:10 Exceptions that swallow the rule Paul Grewal 1:33:40 How prediction markets actually work 1:42:20 Kalshi's fee structure 1:44:33 Cardi B and the resolution problem Dustin Gouker 1:51:20 Polymarket's decentralized resolution Jeff Amico 1:58:10 The Ninth Circuit case 2:14:04 CFTC's proposed rulemaking Brad Bourque, Stefan Schropp 2:25:21 Kalshi's landmark 2024 win 2:29:20 PASPA, Murphy v. NCAA Daniel Wallach 2:51:29 The case against banning prediction markets robertjdenault Nothing in this podcast is legal or investment advice. Thank you to the sponsors of this episode, Cahill Gordon & Reindel LLP (Lewis Cohen), Hyperliquid Policy Center and .
2:59:21

Prediction markets are a (poorly understood) multi-billion dollar industry. This Law of Code episode is a multi-hour deep dive on prediction markets, from conclave betting in 15th century Rome to proposed rulemaking from the CFTC earlier this month. My goal: the internet's most comprehensive explainer on prediction markets. I spent several months and over 100 hours on this podcast, and spoke to the world's leading experts on the legal layer of prediction markets: robertjdenault, Daniel Wallach, Stefan Schropp, Sam Enzer, Paul Grewal, Brad Bourque, Thania Charmani, Michael Passalacqua, Joshua Sterling, Jeff Amico, as well as Koleman Strumpf, Matt Kalish, with clips from prior conversations with Chris Giancarlo, Dustin Gouker. By the end of this episode, I promise you'll be in the top percentile for understanding prediction markets, regardless of your starting point. (You just might want to listen twice. There's a lot here.) 0:00 Intro 1:40 16th century papal betting Koleman Strumpf 11:13 Insider trading rules robertjdenault 16:20 The Google insider case 27:38 Why prediction markets matter Chris Giancarlo 33:20 Election betting in America 44:50 Iowa Electronic Markets 52:11 Dodd-Frank, swaps and the Special Rule 54:23 Senator Lincoln on sports contracts 1:02:04 Parlays as swaps 1:07:38 CFTC's exclusive jurisdiction Thania Charmani 1:13:45 Perspective on CFTC's NPRM Michael Passalacqua 1:21:10 Exceptions that swallow the rule Paul Grewal 1:33:40 How prediction markets actually work 1:42:20 Kalshi's fee structure 1:44:33 Cardi B and the resolution problem Dustin Gouker 1:51:20 Polymarket's decentralized resolution Jeff Amico 1:58:10 The Ninth Circuit case 2:14:04 CFTC's proposed rulemaking Brad Bourque, Stefan Schropp 2:25:21 Kalshi's landmark 2024 win 2:29:20 PASPA, Murphy v. NCAA Daniel Wallach 2:51:29 The case against banning prediction markets robertjdenault Nothing in this podcast is legal or investment advice. Thank you to the sponsors of this episode, Cahill Gordon & Reindel LLP (Lewis Cohen), Hyperliquid Policy Center and .

Jacob Robinson

59,821 views • 1 month ago

Kalshi is one of the fastest growing companies on the planet. Last week: - Raised $1BN at $11BN valuation - Partnered with CNN and CNBC This is Tarek’s only interview post this news. - How Polymarket made Kalshi better? - Is Kalshi just sports betting with a new label? - The future of prediction markets? - Messi investing in Kalshi??? Spotify 👉 Youtube 👉 Apple Podcasts 👉 Spice, laughter and my 6 takeaways with Tarek Mansour 👇 Timestamps: 00:00 Intro 00:56 Why Did Kalshi Need to Raise $1BN 08:35 Why is Kalshi vs Polymarket Such a Fierce Rivalry? 20:48 The Future of Prediction Markets 24:04 Why Does Kalshi Partner with CNN When They Could Replace Them? 27:31 Why Did Tarek Fight For the Rights of his Early Investors So Much? 28:34 What Makes Alfred Lin The Best? 30:56 Does Having Sequoia as an Investor Change the Game? 39:22 Are Teenage Founders Today Emotionally Ready to Lead Companies 41:11 Quick-Fire Round: Celebrity Investors, Relationships with Parents
47:45

Kalshi is one of the fastest growing companies on the planet. Last week: - Raised $1BN at $11BN valuation - Partnered with CNN and CNBC This is Tarek’s only interview post this news. - How Polymarket made Kalshi better? - Is Kalshi just sports betting with a new label? - The future of prediction markets? - Messi investing in Kalshi??? Spotify 👉 Youtube 👉 Apple Podcasts 👉 Spice, laughter and my 6 takeaways with Tarek Mansour 👇 Timestamps: 00:00 Intro 00:56 Why Did Kalshi Need to Raise $1BN 08:35 Why is Kalshi vs Polymarket Such a Fierce Rivalry? 20:48 The Future of Prediction Markets 24:04 Why Does Kalshi Partner with CNN When They Could Replace Them? 27:31 Why Did Tarek Fight For the Rights of his Early Investors So Much? 28:34 What Makes Alfred Lin The Best? 30:56 Does Having Sequoia as an Investor Change the Game? 39:22 Are Teenage Founders Today Emotionally Ready to Lead Companies 41:11 Quick-Fire Round: Celebrity Investors, Relationships with Parents

Harry Stebbings

13,745 views • 8 months ago

Inside Kalshi : How a Prediction Market Hit $22B in 2 Years 65 lawyers said it couldn't be done. They sued their own regulator instead. Eight years later, Kalshi just raised $1B at a $22B valuation, and co-founders Tarek Mansour and Luana Lopes Lara took us inside the bet that got them here. 00:00 Why prediction markets? 01:35 We sue our regulator 02:31 From Ballet to Building a $22B Company 03:19 Discipline & delayed gratification 04:20 Getting out of a comfort zone 04:56 65 Lawyers said No 05:05 Tarek's story 06:04 How the idea starts - The Trump trade 07:45 No one says it's possible 09:00 Four Years to Earn the Right to Launch 10:22 Stagnating while everyone else grew 11:53 Cutting through the noise 12:43 "Forget product-market fit" 13:28 Why we sued the regulator 14:45 We won. Then they appealed 16:43 The 4-week sprint to the election 18:03 The clearinghouse crisis 18:42 6 months of migration in one weekend 19:14 Calling the election before the media 19:31 Prediction markets vs gambling 20:51 Money where your mouth is 22:06 What "regulated" actually means 23:10 It's not just sports 24:05 The trader who studies Trump's speeches 26:40 The teacher who made $8K from source code 27:42 Hurricane markets as insurance 28:40 Where Kalshi goes next
31:10

Inside Kalshi : How a Prediction Market Hit $22B in 2 Years 65 lawyers said it couldn't be done. They sued their own regulator instead. Eight years later, Kalshi just raised $1B at a $22B valuation, and co-founders Tarek Mansour and Luana Lopes Lara took us inside the bet that got them here. 00:00 Why prediction markets? 01:35 We sue our regulator 02:31 From Ballet to Building a $22B Company 03:19 Discipline & delayed gratification 04:20 Getting out of a comfort zone 04:56 65 Lawyers said No 05:05 Tarek's story 06:04 How the idea starts - The Trump trade 07:45 No one says it's possible 09:00 Four Years to Earn the Right to Launch 10:22 Stagnating while everyone else grew 11:53 Cutting through the noise 12:43 "Forget product-market fit" 13:28 Why we sued the regulator 14:45 We won. Then they appealed 16:43 The 4-week sprint to the election 18:03 The clearinghouse crisis 18:42 6 months of migration in one weekend 19:14 Calling the election before the media 19:31 Prediction markets vs gambling 20:51 Money where your mouth is 22:06 What "regulated" actually means 23:10 It's not just sports 24:05 The trader who studies Trump's speeches 26:40 The teacher who made $8K from source code 27:42 Hurricane markets as insurance 28:40 Where Kalshi goes next

EO

5,270,024 views • 2 months ago

Sports books take 10% of every bet and ban winners. Novig founder and CEO Jacob Fortinsky joins our Stateful podcast, hosted by Mason Strom. In this episode, they discuss why prediction markets may replace the casino model in sports: - Sports books kick out profitable users. - 5% better odds on average vs. traditional platforms - CFTC shift: sports event contracts regulated as financial products nationwide - Be your own house: set your own odds, collect the spread - $2T global sports market with zero dominant exchange 00:17 The $75M Bet on Sports Prediction Markets 01:08 From StubHub Algorithms to Prediction Markets 02:21 Replacing the House: Peer-to-Peer Sports Betting 03:59 Do Sportsbooks Survive? 06:14 Be Your Own House: The Market Maker Model 08:35 How Novig Makes Money Without a Vig 10:23 Why Now? The Regulatory Shift Changing Everything 11:51 The Modern Sports Bettor: More Trader Than Fan 14:58 Prediction Market Regulation: Lawsuits, CFTC & Congress 17:45 Novig vs. DraftKings, Polymarket & Robinhood 20:18 Where Prediction Markets Go From Here 22:48 Quickfire: Favorite Sport to Bet On 24:37 Founder Advice: Stay Alive & Don't Chase Trends 26:22 Hiring for Culture Over Raw Talent
29:30

Sports books take 10% of every bet and ban winners. Novig founder and CEO Jacob Fortinsky joins our Stateful podcast, hosted by Mason Strom. In this episode, they discuss why prediction markets may replace the casino model in sports: - Sports books kick out profitable users. - 5% better odds on average vs. traditional platforms - CFTC shift: sports event contracts regulated as financial products nationwide - Be your own house: set your own odds, collect the spread - $2T global sports market with zero dominant exchange 00:17 The $75M Bet on Sports Prediction Markets 01:08 From StubHub Algorithms to Prediction Markets 02:21 Replacing the House: Peer-to-Peer Sports Betting 03:59 Do Sportsbooks Survive? 06:14 Be Your Own House: The Market Maker Model 08:35 How Novig Makes Money Without a Vig 10:23 Why Now? The Regulatory Shift Changing Everything 11:51 The Modern Sports Bettor: More Trader Than Fan 14:58 Prediction Market Regulation: Lawsuits, CFTC & Congress 17:45 Novig vs. DraftKings, Polymarket & Robinhood 20:18 Where Prediction Markets Go From Here 22:48 Quickfire: Favorite Sport to Bet On 24:37 Founder Advice: Stay Alive & Don't Chase Trends 26:22 Hiring for Culture Over Raw Talent

Pantera Capital

25,422 views • 4 months ago

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓
1:27:10

NEW POD | EP 76 🎙️ Q4 State of The Crypto Market ft. Imran & qw 1:05 We’re Back 2:25 Where Are We In This Cycle? 4:31 AI and Stock Market 6:27 AI Bubble 10:15 Energy Consumption and Production 16:34 China and US Innovation 17:44 Aster 18:52 Hyperliquid and Aster Competition 22:48 Proxy Wars in Crypto 26:33 Future of Crypto Exchanges 27:32 Binance vs Solana 32:59 Moats in Crypto 33:43 Crypto Lending 35:25 TradFi Banking and Crypto Custody 36:48 Social Aspect in Crypto 38:09 AI Glasses and Social Media 45:05 Waymo and Robo Taxis 49:10 Prediction Markets 50:54 Kalshi and PolyMarket Competition 55:27 Convergence of Speculative Markets 57:35 59:00 Overheard 1:02:08 DATs 1:05:26 Stripe and Stablecoins 1:07:10 Genius Act and New Stablecoins 1:07:43 Stablecoin as a Micropayment 1:11:23 Pump and Streaming 1:14:53 Apps to Watch 1:17:12 Stablecoin Growth 1:19:11 Stablecoin Startups in Different Regions 1:20:05 Novel Ideas for Startups 1:24:03 Wen Cycle Top? Link ↓

Good Game

52,822 views • 10 months ago