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E185: Variational - Zero Fees, More Assets, No Funding Rate lucas.var co-founded a hedge fund at 20 that Digital Currency Group acquired a year later, then walked away from that exit to build Variational that now sits second only to Hyperliquid in open interest and daily volume. His argument:...

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MR SHIFT 🦁

63,406 subscribers

65,376 Aufrufe • vor 5 Tagen •via X (Twitter)

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21 Kommentare

Profilbild von MR SHIFT 🦁
MR SHIFT 🦁vor 5 Tagen

Search "When Shift Happens" on your favourite podcast platform

Profilbild von SHARK 🦈
SHARK 🦈vor 5 Tagen

@edward_yu_var @variational_io @variational_lvs this is probably the best piece of long-form Variational content so far the product makes a lot more sense once you hear Lucas explain the thesis behind it 🔥

Profilbild von Victor.hl
Victor.hlvor 5 Tagen

@variational_io @variational_lvs gonna watch everything once i get the chance

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The Crypto Lawyervor 5 Tagen

@variational_io @variational_lvs 🙌🙌

Profilbild von Binancians 🔶
Binancians 🔶vor 5 Tagen

@variational_io @variational_lvs starting college at 12 is the bit i cant get past tbh

Profilbild von Bokashaya
Bokashayavor 5 Tagen

@variational_io @variational_lvs 150$ per point!!

Profilbild von Akbar
Akbarvor 5 Tagen

@variational_io @variational_lvs Something I now make time for: labeling the source of each price level.

Profilbild von trad.var
trad.varvor 5 Tagen

@variational_io @variational_lvs Great guy and my absolute favourite trading platform

Profilbild von Mighty
Mightyvor 5 Tagen

@variational_io @variational_lvs The most interesting part is Wall Street liquidity comes on chain, fees go to zero and a whole layer of brokers and retail-flow market makers stops existing

Profilbild von The Pre Rich Kid
The Pre Rich Kidvor 5 Tagen

@variational_io @variational_lvs Banger

Profilbild von El buboon
El buboonvor 5 Tagen

@variational_io @variational_lvs Lucas the 🐐

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alin sayang taehyungvor 5 Tagen

@variational_io @variational_lvs Recording schedule changes when I noticed them is a detail I no longer rush past.

Profilbild von Wisnu Rahmadhani
Wisnu Rahmadhanivor 5 Tagen

@variational_io @variational_lvs I put reviewing canceled plans separately from rejected setups into my routine, and kept it there.

Profilbild von El crypto caporal
El crypto caporalvor 5 Tagen

@variational_io @variational_lvs Bookmarked

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Build_Unite_DeFivor 5 Tagen

@variational_io @variational_lvs swaps funding + perps infra gap vs trad brokers is an underrated convo. that episode looks worth the listen

Profilbild von La chicha nona
La chicha nonavor 5 Tagen

@variational_io @variational_lvs Love it

Profilbild von 0xAvseenko
0xAvseenkovor 5 Tagen

@variational_io @variational_lvs If brokers are the missing layer, what does the trader experience look like across hundreds of assets?

Profilbild von PNL 💊👀🐂
PNL 💊👀🐂vor 5 Tagen

@variational_io @variational_lvs hedge fund at 20 says more about conviction than timing DCG acquisition at 21 is the paper trail most founders lack variational's architecture gap is what hyperliquid missed

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zkMarce.ETHvor 5 Tagen

@variational_io @variational_lvs that brokers take is vital

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Klaeytusvor 5 Tagen

@variational_io @variational_lvs @KevinWSHPod always having a banger podcast session

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Hashuffulvor 5 Tagen

@variational_io @variational_lvs Finally!

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E183: Jupiter COO - Why Solana Is The Everything Chain and Why Get Rich Slow Is The Real Alpha kash is the COO of Jupiter, the biggest trading and DeFi platform on Solana. He got his start on the founding team at Superteam, then spent the last year and a half building Jupiter into what he calls the on-chain finance super app. We get into why he keeps half his own portfolio in yield-bearing stablecoins, why meme coins are just video games with no staying power, and why he thinks the fat protocol thesis got it backwards. Timestamps: 0:00 Intro 2:10 Crypto's Middleman Problem 3:20 What TradFi Actually Knows About Crypto 4:46 Crypto's Place Inside TradFi 6:19 Early Tech, Late Investment? 7:59 Who Is Kash Dhanda? 9:26 Kash's Role At Superteam 11:42 Why Kevin Went All-In On $SOL in 2023 & $ZEC in 2025 13:02 Infinite Capitalism, Explained 16:07 Sponsors: Variational & Bitwise 17:00 Which Assets Win When Liquidity Is Scarce 19:15 Kash On Memecoins 21:27 Why Keep 10% For Gambling 22:58 The Hidden Cost Of Infinite Capitalism 24:15 Getting Rich In Crypto Without Luck 26:18 Timing Beats Holding 27:25 The Only Way To Compound Wealth 31:14 The Case For All-In Stablecoins 32:59 Protocols Kash Actually Trusts 34:12 Kash's Stablecoin Allocation 37:07 How To Know You're Wrong 40:10 Sponsors KAST 40:58 Yield's TAM Is About To Explode 43:21 Is Solana Back From The Dead? 45:32 Where SOL's $1B Liquidity Really Goes 47:09 Solana's Biggest Weakness 48:44 Building Products Without Breaking Solana 51:01 Solana's 2026 Thesis 52:23 Is SOL Future-Proof? 54:07 What Jupiter Actually Is 54:34 How Jupiter Stops You From Getting Rekt 56:13 Why Ethena Powers JUPUSD 57:19 Why Jupiter Needs Its Own Stablecoin 1:00:05 How $JUP Generates Yield 1:01:08 The Super App Race: Who Wins? 1:03:20 Jupiter Spend, Explained 1:04:58 Sponsors Jupiter & Ethena 1:05:42 Why Jupiter Spend Wins 1:07:39 GUM Explained Simply 1:10:20 What Else GUM Unlocks 1:12:30 Does Solana's Success Lift Jupiter? 1:14:45 Why $JUP Flopped Last Cycle 1:17:21 Jupiter's Comeback Plan 1:19:23 Is $JUP A Buy? 1:20:38 Hyperliquid vs Jupiter & GUM 1:21:38 Why Everyone's Talking About Hyperliquid 1:23:28 The Biggest Takeaway 1:24:15 Closing Thoughts
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E183: Jupiter COO - Why Solana Is The Everything Chain and Why Get Rich Slow Is The Real Alpha kash is the COO of Jupiter, the biggest trading and DeFi platform on Solana. He got his start on the founding team at Superteam, then spent the last year and a half building Jupiter into what he calls the on-chain finance super app. We get into why he keeps half his own portfolio in yield-bearing stablecoins, why meme coins are just video games with no staying power, and why he thinks the fat protocol thesis got it backwards. Timestamps: 0:00 Intro 2:10 Crypto's Middleman Problem 3:20 What TradFi Actually Knows About Crypto 4:46 Crypto's Place Inside TradFi 6:19 Early Tech, Late Investment? 7:59 Who Is Kash Dhanda? 9:26 Kash's Role At Superteam 11:42 Why Kevin Went All-In On $SOL in 2023 & $ZEC in 2025 13:02 Infinite Capitalism, Explained 16:07 Sponsors: Variational & Bitwise 17:00 Which Assets Win When Liquidity Is Scarce 19:15 Kash On Memecoins 21:27 Why Keep 10% For Gambling 22:58 The Hidden Cost Of Infinite Capitalism 24:15 Getting Rich In Crypto Without Luck 26:18 Timing Beats Holding 27:25 The Only Way To Compound Wealth 31:14 The Case For All-In Stablecoins 32:59 Protocols Kash Actually Trusts 34:12 Kash's Stablecoin Allocation 37:07 How To Know You're Wrong 40:10 Sponsors KAST 40:58 Yield's TAM Is About To Explode 43:21 Is Solana Back From The Dead? 45:32 Where SOL's $1B Liquidity Really Goes 47:09 Solana's Biggest Weakness 48:44 Building Products Without Breaking Solana 51:01 Solana's 2026 Thesis 52:23 Is SOL Future-Proof? 54:07 What Jupiter Actually Is 54:34 How Jupiter Stops You From Getting Rekt 56:13 Why Ethena Powers JUPUSD 57:19 Why Jupiter Needs Its Own Stablecoin 1:00:05 How $JUP Generates Yield 1:01:08 The Super App Race: Who Wins? 1:03:20 Jupiter Spend, Explained 1:04:58 Sponsors Jupiter & Ethena 1:05:42 Why Jupiter Spend Wins 1:07:39 GUM Explained Simply 1:10:20 What Else GUM Unlocks 1:12:30 Does Solana's Success Lift Jupiter? 1:14:45 Why $JUP Flopped Last Cycle 1:17:21 Jupiter's Comeback Plan 1:19:23 Is $JUP A Buy? 1:20:38 Hyperliquid vs Jupiter & GUM 1:21:38 Why Everyone's Talking About Hyperliquid 1:23:28 The Biggest Takeaway 1:24:15 Closing Thoughts

MR SHIFT 🦁

166,583 Aufrufe • vor 26 Tagen

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts
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E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

MR SHIFT 🦁

584,088 Aufrufe • vor 6 Monaten

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

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E114: Walrus 🦭/acc : Decentralizing Data Storage, the perfect complement to the SUI Network George Danezis is the Chief Scientist at MystenLabs.sui , co-creator of the Sui , and one the minds behind Walrus 🦭/acc Timestamps 0:00 Intro 2:00 Partnerships: Jupiter, Bitwise, SUI & Mantle 2:46 Sleeping Habits 4:05 Who is George? 4:23 What is a Chief Scientist? 5:16 Research at Microsoft vs. Now 6:59 What is “Good Research”? 8:49 Corporate Innovation vs. Reality 10:31 Why I Love Teaching Security 11:52 Self Custody with Trezor 12:44 Teaching vs. Real-World Application 16:28 What Makes an Idea Great? 17:51 The Idea That Never Worked Out 19:50 Being Late to Ideas, Not Early 20:56 The Essence of Peer-to-Peer Networks 23:50 Why We Need Peer-to-Peer Systems? 27:51 Why Decentralization Was Hard to Realize 31:09 Bitcoin's Game-Changing Impact 33:10 ETH Aha Moment 34:46 Facebook’s Conviction in Blockchain 37:39 Scaling DIEM/LIBRA to Sui 39:20 Biggest Issue at Facebook 40:20 Why Facebook Bet on Crypto 41:40 Why I Left Facebook 45:07 Balancing Passion and Pay 46:43 What is a Blockchain Good For? 51:42 Understanding Blockchain’s Limitations 53:21 CryptoKitties 54:36 Meme Coins: Culture vs. Scam 57:02 The Role of Norms in Crypto 1:00:32 What is the Sui Network? 1:02:32 Why Do We Need The Sui Network? 1:03:34 Layer 1 vs. Layer 2 1:05:07 Why Build a Layer One? 1:09:21 Top Layer One Competitors 1:10:45 Decentralization vs. Practicality 1:14:06 Minimum Decentralization 1:16:33 Data Storage & Its Biggest Problem 1:20:05 What is Walrus Protocol? 1:22:09 Why Walrus is Possible Now 1:25:35 Why Sui Network for Data Storage? 1:27:37 Vision of Walrus Protocol 1:28:59 Building a Neutral Tech Future 1:30:44 Using Existing Blockchains 1:33:03 Future of Decentralized Production 1:35:51 Prediction For The Next 12 Months 1:39:04 Concluding Remarks

MR SHIFT 🦁

111,082 Aufrufe • vor 1 Jahr

The Fall-Off by J. Cole but it's just my voice 1. 29 Intro - 0:00 2. Two Six - 0:57 3. SAFETY - 4:13 4. Run a Train (Future) - 9:31 5. Poor Thang - 13:30 6. Legacy (PJ) - 18:20 7. Bunce Road Blues (Future, Tems) - 22:15 8. WHO TF IZ U - 27:24 9. Drum n Bass - 31:59 10. The Let Out - 36:14 11. Bombs in the Ville - 40:27 11. (Part 2) Hit The Gas - 41:52 12. Lonely at the Top (Bonus) - 44:31 13. 39 Intro - 47:49 13. (Part 2) 39 Intro Part 2 - 50:41 14. The Fall-Off Is Inevitable - 53:53 15. The Villest - 56:50 16. Old Dog - 1:01:19 17. Life Sentence - 1:04:40 18. Only You - 1:08:52 19. Man Up Above - 1:13:38 20. I Love Her Again - 1:18:33 21. What If - 1:24:03 22. Quik Stop - 1:29:20 23. and the whole world is the ville - 1:33:41 24. Ocean Way (Bonus) - 1:38:12
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The Fall-Off by J. Cole but it's just my voice 1. 29 Intro - 0:00 2. Two Six - 0:57 3. SAFETY - 4:13 4. Run a Train (Future) - 9:31 5. Poor Thang - 13:30 6. Legacy (PJ) - 18:20 7. Bunce Road Blues (Future, Tems) - 22:15 8. WHO TF IZ U - 27:24 9. Drum n Bass - 31:59 10. The Let Out - 36:14 11. Bombs in the Ville - 40:27 11. (Part 2) Hit The Gas - 41:52 12. Lonely at the Top (Bonus) - 44:31 13. 39 Intro - 47:49 13. (Part 2) 39 Intro Part 2 - 50:41 14. The Fall-Off Is Inevitable - 53:53 15. The Villest - 56:50 16. Old Dog - 1:01:19 17. Life Sentence - 1:04:40 18. Only You - 1:08:52 19. Man Up Above - 1:13:38 20. I Love Her Again - 1:18:33 21. What If - 1:24:03 22. Quik Stop - 1:29:20 23. and the whole world is the ville - 1:33:41 24. Ocean Way (Bonus) - 1:38:12

Spectre

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E95: Hyperliquid : How to Win in Crypto (By building for users, not VCs) jeff.hl (aka "Jeff Basedzos") is the CoFounder & CEO of Hyperliquid Labs, the Company behind Hyperliquid Hyperliquid is one of the most hyped L1s, includes a decentralized perpetual exchange with more than $1.5 Billion in daily trading volume, and aspires to become "the AWS of Liquidity" Timestamps 0:00 Intro 2:25 Hyperliquid's Unique Vision 5:32 From Top10 MM to Hyperliquid 9:55 Improving DeFi UX 12:12 Speculation vs. Value 14:02 Is Jeff Autistic? 16:29 Impact 19:26 Hyperliquid Unique VP 21:58 Why Jeff can't retire early 23:25 Building hard things 26:34 Why is Jeff doing Crypto? 31:00 Purpose 33:40 The Hyperliquid Mum's Test 36:02 The Community at the center 42:43 Scams 46:59 Rewarding Real Innovation in Crypto 50:36 The JEFF BEZOS of Crypto MEME 55:40 AWS of Liquidity 59:09 Empires to be built on Builders code 1:02:17 Hyperliquid’s Role in Cryptos Future 1:05:19 Non-Consensus Beliefs 1:07:00 Taking Things Less Personally
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E95: Hyperliquid : How to Win in Crypto (By building for users, not VCs) jeff.hl (aka "Jeff Basedzos") is the CoFounder & CEO of Hyperliquid Labs, the Company behind Hyperliquid Hyperliquid is one of the most hyped L1s, includes a decentralized perpetual exchange with more than $1.5 Billion in daily trading volume, and aspires to become "the AWS of Liquidity" Timestamps 0:00 Intro 2:25 Hyperliquid's Unique Vision 5:32 From Top10 MM to Hyperliquid 9:55 Improving DeFi UX 12:12 Speculation vs. Value 14:02 Is Jeff Autistic? 16:29 Impact 19:26 Hyperliquid Unique VP 21:58 Why Jeff can't retire early 23:25 Building hard things 26:34 Why is Jeff doing Crypto? 31:00 Purpose 33:40 The Hyperliquid Mum's Test 36:02 The Community at the center 42:43 Scams 46:59 Rewarding Real Innovation in Crypto 50:36 The JEFF BEZOS of Crypto MEME 55:40 AWS of Liquidity 59:09 Empires to be built on Builders code 1:02:17 Hyperliquid’s Role in Cryptos Future 1:05:19 Non-Consensus Beliefs 1:07:00 Taking Things Less Personally

MR SHIFT 🦁

643,843 Aufrufe • vor 1 Jahr

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1:58:21

E136: How to Build Wealth in an AI Economy - and The Role of Crypto - Selini Capital Founder and CIO Jordi Alexander breaks down why the concept of retirement is obsolete in a world of AI, fiat dilution, and exponential wealth creation - and how crypto is the cleanest hedge we have. Timestamps 0:00 Introduction 1:59 Partnerships Jupiter, KAST (old), , Sui, Mantle, Forza! BTC 3:00 Surviving on Five Hours 4:31 Years of Growth 5:28 Who is Jordi Alexander? 7:22 No Voice in My Head 9:52 Self Custody with Trezor 10:45 Beyond Money and Work 13:23 Chip on the Shoulder 15:38 Moving Continents, Changing Self 17:12 Why $100K Feels Poor 19:05 When Money Stops Working 25:00 Judgement is Currency 27:05 Why Retirement Doesn’t Exist 30:18 Why Old Money Fades 33:27 Being Valuable to Society 35:03 Why Cash Loses Value 39:30 Why Stocks Can’t Beat Inflation 42:00 Crypto and the Next Frontier 44:03 Where Is Wealth Truly Safe? 48:53 Why Bitcoin Is the Bet 54:55 Altcoin Cycles Explained 56:57 Why Most Traders Lose 1:00:14 The Financial Death Wish 1:04:50 Winners, Losers, and NPCs 1:09:21 Clicks vs Credibility in Crypto 1:13:13 Rethinking the Retirement Mindset 1:14:33 Becoming Economically Productive 1:17:30 EQ and IQ 1:18:16 Escaping Survival Mode 1:20:40 Wealth Without Luck 1:21:26 Judging Who to Trust 1:25:27 Inefficiency is Opportunity 1:27:28 From Survival to Superpowers 1:29:34 Scaling Beyond Survival 1:31:02 Playing Offense 1:33:49 Bitcoin: Offense or Defense? 1:34:55 Beyond Four Year Cycles 1:36:57 Early in the Game 1:37:58 Destroying your Ego 1:42:57 Small Errors, Big Consequences 1:46:01 A Timeless Thesis 1:48:36 The Cost of Burnout 1:51:09 Protecting Your Time 1:52:47 Poker Productivity 1:55:14 Knowing When to Let Go 1:57:45 Seeing How the River Changes

MR SHIFT 🦁

325,871 Aufrufe • vor 1 Jahr

E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?
1:45:11

E101: Virtuals Protocol : How to get Rich with AI Agents (Without Getting Lucky)! is the CoFounder of Virtuals, the leading AI Agent protocol valued at $2.5 Billion Timestamps 0:00 Intro 2:35 Mental Health 6:41 Having Optimistic Co-Founders 7:20 Post-Bull Survival Guide 10:09 Who is Wee Kee ? 10:51 Hyperliquid, an inspiration for Founders 15:21 Fascination of AI 16:56 What is an AI Game? 18:48 Crypto Gaming Narrative 21:20 Can AI Lovers Solve Loneliness? 24:33 What’s a Good AI Lover? 26:44 Solving Mental Health with AI 29:14 Why does Crypto AI Matter? 30:59 Purpose of terminal of truths & $Goat Token 33:54 Why AI Agents Matter 39:34 How aixbt Leads Crypto 43:09 The Risk of Social Coins 45:06 Replacing Humans with AI Agents 49:36 Fair Launches Reflect Crypto Values 58:20 What is Virtuals Protocol ? 1:00:56 Main Goal of Virtuals 1:02:12 What is Luna 1:05:30 Luna: AI Agents Hiring Humans 1:11:09 How AI Agents Mirror Humans 1:12:48 AI Agents Running Businesses 1:16:36 Network State & Why it Matters 1:19:24 AI Networks Bigger Than Earth 1:21:58 Human Advantage Over AI Agents 1:23:29 Does Decentralization Matter? 1:28:22 Base or Solana 1:33:49 Support from Base 1:35:13 What are Sentient Agents? 1:37:25 The Future of AI Agents 1:38:16 Non-Consensus Beliefs 1:39:54 Prediction for the Next 12 Months 1:42:52 Where is Hyperliquid Going?

MR SHIFT 🦁

284,313 Aufrufe • vor 1 Jahr

E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts
1:46:01

E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts

MR SHIFT 🦁

103,729 Aufrufe • vor 2 Monaten

Full conversation with Luke Alexander on the real reason he shut down his business to bootstrap an AI SaaS. 0:00 Where It Started 4:39 No Internet Rural Ohio 7:21 Leaving Home to Save His Family 9:13 Dropping Out With $500 11:08 Cold DMing His First Client 13:14 Family Responsibility and What Drives Him 16:21 Why Anxiety Doesn't Exist 19:14 Suffering Is the Only Real Skill 21:18 Shutting Down the Agency 25:30 Moving to Miami With 15K 27:08 Launching Closer Cartel 70K Month One 31:01 The Character He Had to Play 33:08 The $12K Car and the Info Meta 36:48 Idols Becoming Brothers 40:06 Retiring His Mom First Million 41:41 His Dad the Restraining Order 43:20 The Man Who Stepped In 47:15 Burnout and Losing the Passion 50:16 The Moment He Walked Away 53:28 Why Info Rewards the Wrong Behavior 56:02 Spiritual Warfare in Miami 1:04:29 Living in Alignment 1:07:56 What He Wants to Look Back On 1:12:18 Why He Built Kindo 1:17:32 The Real Moat Is Taste 1:20:03 Learning Enterprise Sales 1:23:43 Bootstrapping vs Raising 1:26:03 How Kindo Works 1:29:05 AI Will Replace Sales Reps 1:36:09 Genetics and the Real Red Pill 1:39:53 Vision at 30 1:46:13 What It Means to Be a Good Dad 1:49:46 Looking for a Unicorn in Miami 1:51:29 Final Words
1:54:02

Full conversation with Luke Alexander on the real reason he shut down his business to bootstrap an AI SaaS. 0:00 Where It Started 4:39 No Internet Rural Ohio 7:21 Leaving Home to Save His Family 9:13 Dropping Out With $500 11:08 Cold DMing His First Client 13:14 Family Responsibility and What Drives Him 16:21 Why Anxiety Doesn't Exist 19:14 Suffering Is the Only Real Skill 21:18 Shutting Down the Agency 25:30 Moving to Miami With 15K 27:08 Launching Closer Cartel 70K Month One 31:01 The Character He Had to Play 33:08 The $12K Car and the Info Meta 36:48 Idols Becoming Brothers 40:06 Retiring His Mom First Million 41:41 His Dad the Restraining Order 43:20 The Man Who Stepped In 47:15 Burnout and Losing the Passion 50:16 The Moment He Walked Away 53:28 Why Info Rewards the Wrong Behavior 56:02 Spiritual Warfare in Miami 1:04:29 Living in Alignment 1:07:56 What He Wants to Look Back On 1:12:18 Why He Built Kindo 1:17:32 The Real Moat Is Taste 1:20:03 Learning Enterprise Sales 1:23:43 Bootstrapping vs Raising 1:26:03 How Kindo Works 1:29:05 AI Will Replace Sales Reps 1:36:09 Genetics and the Real Red Pill 1:39:53 Vision at 30 1:46:13 What It Means to Be a Good Dad 1:49:46 Looking for a Unicorn in Miami 1:51:29 Final Words

Grant

33,717 Aufrufe • vor 4 Monaten

Why are you gay? Milo Yiannopoulos explains. (0:00) Monologue (36:01) Why Are You Gay? (47:23) Does Conversion Therapy Actually Work? (51:49) Is There a Demonic Aspect to Addiction? (55:06) When Did Milo Decide He Was Gay? (1:01:53) Why Are There So Many Closeted Gays in Right-Wing Media? (1:10:34) The Dark Truth About the Fashion Industry (1:16:59) Milo's Greatest Regret (1:20:28) Is Dave Rubin Really Conservative? (1:21:00) Is Pete Buttigieg Really Gay? (1:22:10) Is Lesbianism Real? (1:28:02) Are Gay Marriages Monogamous? (1:33:37) Is a Promiscuous Life Fulfilling? (1:45:40) Why You Aren't Allowed to Leave the Gay Mafia (1:50:33) The Organized Effort to Promote Homosexuality (1:56:45) Homosexuality in the Music Industry (1:58:46) Why Is Washington, DC So Gay? (2:01:09) Milo's Spiritual Journey (2:11:24) The Bans on Conversion Therapy (2:15:25) How Does Conversion Therapy Work? (2:27:23) What Does Milo Think About His Past? Includes paid partnerships.
2:30:50

Why are you gay? Milo Yiannopoulos explains. (0:00) Monologue (36:01) Why Are You Gay? (47:23) Does Conversion Therapy Actually Work? (51:49) Is There a Demonic Aspect to Addiction? (55:06) When Did Milo Decide He Was Gay? (1:01:53) Why Are There So Many Closeted Gays in Right-Wing Media? (1:10:34) The Dark Truth About the Fashion Industry (1:16:59) Milo's Greatest Regret (1:20:28) Is Dave Rubin Really Conservative? (1:21:00) Is Pete Buttigieg Really Gay? (1:22:10) Is Lesbianism Real? (1:28:02) Are Gay Marriages Monogamous? (1:33:37) Is a Promiscuous Life Fulfilling? (1:45:40) Why You Aren't Allowed to Leave the Gay Mafia (1:50:33) The Organized Effort to Promote Homosexuality (1:56:45) Homosexuality in the Music Industry (1:58:46) Why Is Washington, DC So Gay? (2:01:09) Milo's Spiritual Journey (2:11:24) The Bans on Conversion Therapy (2:15:25) How Does Conversion Therapy Work? (2:27:23) What Does Milo Think About His Past? Includes paid partnerships.

Tucker Carlson

4,342,115 Aufrufe • vor 9 Monaten

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months
1:12:36

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

MR SHIFT 🦁

93,188 Aufrufe • vor 1 Jahr

How shaams 🐂 made $45,000,000 in crypto and advice to profitability (FULL INTERVIEW) 0:00 - Introduction 1:30 - How He Started 4:55 - Losing 6 Figures 10:20 - The Comeup 13:46 - Trading in College 14:34 - Making $500k+ on 1 Trade 15:54 - Dropping Out of College 18:45 - Trading in Miami 19:40 - Thesis Behind Trades 21:08 - How to Become Profitable 24:39 - Why Traders Lose 25:41 - Habits 28:14 - The Alpha Filter 30:29 - Risk Management 33:58 - Journaling 35:45 - Community 39:16 - Working with Fortune 44:22 - Taking Action 46:15 - Beginners Advice 51:27 - Building Connections 52:06 - Why Trade? 54:23 - What's Next? 56:52 - Final Steps (Fortune Inner Circle)
57:46

How shaams 🐂 made $45,000,000 in crypto and advice to profitability (FULL INTERVIEW) 0:00 - Introduction 1:30 - How He Started 4:55 - Losing 6 Figures 10:20 - The Comeup 13:46 - Trading in College 14:34 - Making $500k+ on 1 Trade 15:54 - Dropping Out of College 18:45 - Trading in Miami 19:40 - Thesis Behind Trades 21:08 - How to Become Profitable 24:39 - Why Traders Lose 25:41 - Habits 28:14 - The Alpha Filter 30:29 - Risk Management 33:58 - Journaling 35:45 - Community 39:16 - Working with Fortune 44:22 - Taking Action 46:15 - Beginners Advice 51:27 - Building Connections 52:06 - Why Trade? 54:23 - What's Next? 56:52 - Final Steps (Fortune Inner Circle)

James Wang

29,203 Aufrufe • vor 3 Monaten

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

605,728 Aufrufe • vor 3 Monaten

E177: Haseeb Qureshi ＞|＜ - Why Solana and Ethereum Have a Bright Future Haseeb Qureshi runs Dragonfly, one of the biggest venture funds in crypto. He's back on the show about a year and a half after his last appearance to talk through why people are quitting crypto right now, why that's normal, and why staying in the market is the only strategy that's ever actually worked. Timestamps: 0:00 Introduction 4:51 Why All The OG’s Are Leaving Crypto 7:39 How Do You Last In Crypto? 9:39 Biases 11:20 Partnerships: Trezor Bitwise 12:06 Lessons from Silicon Valley 17:51 Why Haseeb Compares Crypto To Tech 21:29 What Crypto Is All About 24:35 Believing In Exponentials 30:51 Partnership: KAST 31:39 Why the Future of Crypto is Huge 40:54 Does Haseeb Ever Sell? 42:04 Haseeb’s Thesis On Bitcoin and Exponential Growth 48:29 What Bitcoin Looks Like Once its Saturated 51:10 Partnerships: Jupiter Ethena 51:53 Why $ETH & $SOL will be huge 1:02:31 Where $HYPE and Hyperliquid Fit: Growth Or Revenue? 1:04:05 Should People Stay In Crypto? 1:08:31 Closing Thoughts
1:09:17

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

MR SHIFT 🦁

86,365 Aufrufe • vor 2 Monaten