Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

Everyone is arguing $SOL vs $ETH They’re missing the point: Solana = payments + retail flow Ethereum = institutions + capital markets Two different games. Two potential winners. Pantera Capital Junior Partner Mason Nystrom ⏱ TIME POINTS ⏱​ 00:00 – Intro 01:11 – Solana: Price vs Reality 03:10 –...

MilkRoad's profile picture

Milk Road

98,769 subscribers

32,268 Aufrufe • vor 4 Monaten •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

Is This $BTC Final Rally Before a Bear Market? w/ Until $BTC dominance peaks and $ETH holds $5K, altseason is just a dream. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:56 – Flash Crash Recap 08:12 – Bitcoin’s Q4 Prediction 14:00 – $ETH Drop + Recovery Outlook 17:10 – Why ETH Needs $5K 20:58 – Nexo 21:32 – Figure Markets 22:06 – When Will Altseason Begin? 26:02 – Does Narrative Follow Price? 33:37 – How to Survive the Next Bear Market 40:10 – Satoshi Valuation Explained 45:10 – Cowen’s Top Q4 Watch Signals 52:20 – Wrap-Up
53:17

Is This $BTC Final Rally Before a Bear Market? w/ Until $BTC dominance peaks and $ETH holds $5K, altseason is just a dream. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:56 – Flash Crash Recap 08:12 – Bitcoin’s Q4 Prediction 14:00 – $ETH Drop + Recovery Outlook 17:10 – Why ETH Needs $5K 20:58 – Nexo 21:32 – Figure Markets 22:06 – When Will Altseason Begin? 26:02 – Does Narrative Follow Price? 33:37 – How to Survive the Next Bear Market 40:10 – Satoshi Valuation Explained 45:10 – Cowen’s Top Q4 Watch Signals 52:20 – Wrap-Up

Milk Road

136,049 Aufrufe • vor 10 Monaten

Ethereum’s Next Big Catalyst: Why Tokenized Assets Could Send ETH Parabolic w/ SharpLink (SBET) Co-CEO Joseph Chalom ETH at $3K feels scary. ETH with trillions of assets moving onchain feels inevitable. Joe explains how institutional staking, restaking, and tokenization could turn ETH into the most productive asset in crypto. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:41 – Why SBET’s First Earnings Matter for Ethereum 03:51 – Why Institutions Are Buying $SBET & $ETH 06:21 – How Wall Street’s View of Ethereum 09:02 – The Best Way to Explain ETH to Investors 11:40 – Coopetition: ETH Treasuries Working Together 13:51 – BlockTrust 14:27 – Bridge 14:50 – Why ETH Is Core to SharpLink’s Strategy 19:19 – Staking, Restaking & Institutional ETH Deals 23:30 – Can Institutions Safely Access DeFi? 26:17 – Is Competition a Threat to SBET’s Moat? 29:10 – ETH - Fear vs Long-Term Opportunity 33:12 – Figure Markets 33:47 – How SBET Manages Its ETH Treasury in Volatile Markets 36:15 – The Ethereum Institutional Supercycle Explained 39:00 – What Retail Investors Are Missing About ETH 41:58 – Final Thoughts
44:28

Ethereum’s Next Big Catalyst: Why Tokenized Assets Could Send ETH Parabolic w/ SharpLink (SBET) Co-CEO Joseph Chalom ETH at $3K feels scary. ETH with trillions of assets moving onchain feels inevitable. Joe explains how institutional staking, restaking, and tokenization could turn ETH into the most productive asset in crypto. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:41 – Why SBET’s First Earnings Matter for Ethereum 03:51 – Why Institutions Are Buying $SBET & $ETH 06:21 – How Wall Street’s View of Ethereum 09:02 – The Best Way to Explain ETH to Investors 11:40 – Coopetition: ETH Treasuries Working Together 13:51 – BlockTrust 14:27 – Bridge 14:50 – Why ETH Is Core to SharpLink’s Strategy 19:19 – Staking, Restaking & Institutional ETH Deals 23:30 – Can Institutions Safely Access DeFi? 26:17 – Is Competition a Threat to SBET’s Moat? 29:10 – ETH - Fear vs Long-Term Opportunity 33:12 – Figure Markets 33:47 – How SBET Manages Its ETH Treasury in Volatile Markets 36:15 – The Ethereum Institutional Supercycle Explained 39:00 – What Retail Investors Are Missing About ETH 41:58 – Final Thoughts

Milk Road

69,527 Aufrufe • vor 8 Monaten

Bitcoin To $400K, Solana To $420, Ethereum Not Worth Owning | ◢ 0:00 Intro 2:27 Trump's Impact on Markets 5:11 Crypto's Massive Repricing 8:30 Gold vs Bitcoin 13:22 Bitcoin Correlation Debate 16:16 Digital Gold Future 19:06 Trump's Crypto Influence 23:18 Meme Coins Explained 28:02 Bonk Coin Origins 34:04 Liquidity Barbell Effect 38:13 Institutional Altcoin Investing 41:10 No Altcoin Season? 45:15 Token Launch Struggles 48:06 Bitcoin Investment Strategy 50:13 AI's Impact on Crypto 54:35 AI & Blockchain Integration 57:13 Bitcoin Price Predictions 1:01:04 Ethereum Price Outlook 1:03:07 Solana's Bullish Case 1:04:36 Follow Joe McCann
1:05:56

Bitcoin To $400K, Solana To $420, Ethereum Not Worth Owning | ◢ 0:00 Intro 2:27 Trump's Impact on Markets 5:11 Crypto's Massive Repricing 8:30 Gold vs Bitcoin 13:22 Bitcoin Correlation Debate 16:16 Digital Gold Future 19:06 Trump's Crypto Influence 23:18 Meme Coins Explained 28:02 Bonk Coin Origins 34:04 Liquidity Barbell Effect 38:13 Institutional Altcoin Investing 41:10 No Altcoin Season? 45:15 Token Launch Struggles 48:06 Bitcoin Investment Strategy 50:13 AI's Impact on Crypto 54:35 AI & Blockchain Integration 57:13 Bitcoin Price Predictions 1:01:04 Ethereum Price Outlook 1:03:07 Solana's Bullish Case 1:04:36 Follow Joe McCann

The Wolf Of All Streets

103,408 Aufrufe • vor 1 Jahr

Based Show: Internet Capital Markets & the Future of Tokenization Sahib X Mercy (aka ‘ICM Guy’) [Founder ICM.RUN ] 00:00 – Intro 00:22 – Rise of Internet Capital Markets 00:59 – What Is ICM & Why It Matters 02:07 – Tokenization Explained Simply 03:39 – Web2 Founders Entering Tokenization 04:55 – Legal Clarity & SEC Shifts 06:03 – Tokenization No Longer a Security 07:06 – Building Community Around ICM 08:21 – Tokenizing the Incubator 09:16 – ICM Run’s Market Impact 10:41 – Selecting Mentors & Advisors 12:09 – Science + Luck in Token Launches 15:22 – Post-TGE Support & Founder Focus 16:03 – Why ICM Builds on Solana 17:11 – Revenue-Driven Protocols & Pump Fund 18:00 – Solana’s Dominance & Ecosystem Growth 21:24 – Community, Memes & Culture in Web3 23:30 – Distribution & Relationships in Token Launches 27:12 – Patience & Forgiveness for Innovators 29:08 – Culture, Branding & Token Success 32:06 – Tokenizing Real Businesses 37:27 – Bringing Private Assets On-Chain 39:29 – The Green Zone: Institutions Entering Web3 41:11 – Prediction Markets & Regulatory Bets 42:38 – ICM Coin Aggregators & Discovery Tools 42:56 – Closing Remarks
58:56

Based Show: Internet Capital Markets & the Future of Tokenization Sahib X Mercy (aka ‘ICM Guy’) [Founder ICM.RUN ] 00:00 – Intro 00:22 – Rise of Internet Capital Markets 00:59 – What Is ICM & Why It Matters 02:07 – Tokenization Explained Simply 03:39 – Web2 Founders Entering Tokenization 04:55 – Legal Clarity & SEC Shifts 06:03 – Tokenization No Longer a Security 07:06 – Building Community Around ICM 08:21 – Tokenizing the Incubator 09:16 – ICM Run’s Market Impact 10:41 – Selecting Mentors & Advisors 12:09 – Science + Luck in Token Launches 15:22 – Post-TGE Support & Founder Focus 16:03 – Why ICM Builds on Solana 17:11 – Revenue-Driven Protocols & Pump Fund 18:00 – Solana’s Dominance & Ecosystem Growth 21:24 – Community, Memes & Culture in Web3 23:30 – Distribution & Relationships in Token Launches 27:12 – Patience & Forgiveness for Innovators 29:08 – Culture, Branding & Token Success 32:06 – Tokenizing Real Businesses 37:27 – Bringing Private Assets On-Chain 39:29 – The Green Zone: Institutions Entering Web3 41:11 – Prediction Markets & Regulatory Bets 42:38 – ICM Coin Aggregators & Discovery Tools 42:56 – Closing Remarks

Sahib

16,511 Aufrufe • vor 9 Monaten

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts
55:26

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts

Milk Road

59,357 Aufrufe • vor 11 Monaten

LIVE NOW -- Why is ETH Down So Bad this Cycle? | Kyle Samani SOL/ETH is up 300% YoY, and ETH/BTC is down 50% over the last 2 years. Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at . Kyle and Multicoin are among the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. ========================================= Timestamps: 0:00 Intro 5:40 Ethereum in a Vacuum 10:10 $ETH Vs. $BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 #Solana 1:12:25 Steelmanning #Ethereum 1:17:49 Closing & Disclaimers
1:18:45

LIVE NOW -- Why is ETH Down So Bad this Cycle? | Kyle Samani SOL/ETH is up 300% YoY, and ETH/BTC is down 50% over the last 2 years. Why is ETH underperforming so bad? Kyle Samani is the Managing Partner & Co-Founder at . Kyle and Multicoin are among the largest investors and proponents of Solana. They have been spearheading the ‘integrated blockchain’ investment theses even before the success of Solana redefined that corner of crypto. This episode is not intended to be a debate like the vs Justin Drake one. Ryan and David are mostly going to sit back and hear Kyle’s perspective and reasoning as to why ETH has been down so bad in this crypto cycle. ========================================= Timestamps: 0:00 Intro 5:40 Ethereum in a Vacuum 10:10 $ETH Vs. $BTC 25:50 Broken Layer2 Interoperability 34:46 Value Capture 51:46 What Needs to Change 55:23 Decentralization 1:06:34 #Solana 1:12:25 Steelmanning #Ethereum 1:17:49 Closing & Disclaimers

Bankless

91,016 Aufrufe • vor 1 Jahr

Updated: Vocals & Rap - #성화 #Seonghwa 00:00 Still Here 00:15 Wonderland 00:36 Halazia 00:47 Answer 01:21 Cyberpunk 01:27 Wave 01:37 Utopia 01:50 My Way 02:00 With U 02:16 Be With You 02:54 Star 1117 03:21 Turbulence (야간비행) 03:39 Days 04:26 Promise 04:38 Fever 04:54 Sunrise 05:19 Mist 05:43 Take Me Home 06:11 Better 06:34 All About You 06:43 Aurora 06:55 Blue Summer 07:23 Diamond 07:46 Time Of Love 07:58 Stay 08:07 Desire 08:21 WDIG 08:28 New World 08:35 Dreamers 08:53 Not Too Late 09:03 The Letter 09:19 One Day At A Time 09:28 Dazzling Light 09:40 Light 09:50 The Ring 10:04 Paradigm 10:18 This World 10:38 Bouncy 10:51 Not Okay 11:15 The King 11:23 Inception 11:52 Fireworks 12:03 Limitless 12:19 Precious 12:28 Rocky 12:41 Let’s Get Together 13:07 White Love 13:17 The Leaders 13:27 Crazy Form 13:43 Arriba 13:57 Silver Light 14:06 Dreamy Day 14:26 Matz 15:15 Outlaw 15:23 Twilight 15:31 Dune 15:38 Hala Hala 15:43 Deja Vu 15:50 Horizon 15:54 Say My Name 15:57 Sector 1 16:02 Good Lil Boy 16:09 Don’t Stop 16:12 Still Here (Acoustic Ver) 16:19 Siren 16:31 Guerrilla 16:45 We Know 17:00 Empty Box 17:28 Wake Up 17:40 Dancing Like Butterfly Wings 17:49 Work 18:09 Thanxx 18:26 If Without U 18:45 Shaboom 19:01 Outlaw 19:18 Treasure 19:33 Eternal Sunshine 20:03 Django 20:31 Turbulence Japanese Ver. 20:55 Blind 21:16 Pirate King 21:24 Forevermore 22:00 Birthday 22:11 Deep Dive 22:26 Ice On My Teeth 22:50 Man On Fire 23:10 Selfish Waltz 23:25 Enough
23:39

Updated: Vocals & Rap - #성화 #Seonghwa 00:00 Still Here 00:15 Wonderland 00:36 Halazia 00:47 Answer 01:21 Cyberpunk 01:27 Wave 01:37 Utopia 01:50 My Way 02:00 With U 02:16 Be With You 02:54 Star 1117 03:21 Turbulence (야간비행) 03:39 Days 04:26 Promise 04:38 Fever 04:54 Sunrise 05:19 Mist 05:43 Take Me Home 06:11 Better 06:34 All About You 06:43 Aurora 06:55 Blue Summer 07:23 Diamond 07:46 Time Of Love 07:58 Stay 08:07 Desire 08:21 WDIG 08:28 New World 08:35 Dreamers 08:53 Not Too Late 09:03 The Letter 09:19 One Day At A Time 09:28 Dazzling Light 09:40 Light 09:50 The Ring 10:04 Paradigm 10:18 This World 10:38 Bouncy 10:51 Not Okay 11:15 The King 11:23 Inception 11:52 Fireworks 12:03 Limitless 12:19 Precious 12:28 Rocky 12:41 Let’s Get Together 13:07 White Love 13:17 The Leaders 13:27 Crazy Form 13:43 Arriba 13:57 Silver Light 14:06 Dreamy Day 14:26 Matz 15:15 Outlaw 15:23 Twilight 15:31 Dune 15:38 Hala Hala 15:43 Deja Vu 15:50 Horizon 15:54 Say My Name 15:57 Sector 1 16:02 Good Lil Boy 16:09 Don’t Stop 16:12 Still Here (Acoustic Ver) 16:19 Siren 16:31 Guerrilla 16:45 We Know 17:00 Empty Box 17:28 Wake Up 17:40 Dancing Like Butterfly Wings 17:49 Work 18:09 Thanxx 18:26 If Without U 18:45 Shaboom 19:01 Outlaw 19:18 Treasure 19:33 Eternal Sunshine 20:03 Django 20:31 Turbulence Japanese Ver. 20:55 Blind 21:16 Pirate King 21:24 Forevermore 22:00 Birthday 22:11 Deep Dive 22:26 Ice On My Teeth 22:50 Man On Fire 23:10 Selfish Waltz 23:25 Enough

Hwanakin

62,764 Aufrufe • vor 1 Jahr

Bitcoin to $1.3M! Bitwise's Long-Term Thesis + Q4 Playbook w/ Ryan Rasmussen & Jesse Eckel Everyone’s focused on September seasonality. But macro tailwinds + rate cuts + wealth transfer = the setup of the decade. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:59 – Market Sentiment Check 05:54 – U.S. Debt vs Bitcoin 11:46 – Gov Spending & Markets 16:02 – What’s Next for the Dollar? 18:07 – Is Crypto Reg Here to Stay? 20:13 – Figure Markets 20:47 – KGeN 21:17 – Capital Market Assumptions? 23:48 – Bitwise’s $1.3M BTC Model 28:37 – Institutions & Wealth Transfer 34:00 – Gen Z vs Boomers: Investing Shift 44:14 – 2026: The Real Cycle Top? 49:44 – $BTC vs $ETH vs $SOL 52:19 – Wrap-Up
54:27

Bitcoin to $1.3M! Bitwise's Long-Term Thesis + Q4 Playbook w/ Ryan Rasmussen & Jesse Eckel Everyone’s focused on September seasonality. But macro tailwinds + rate cuts + wealth transfer = the setup of the decade. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:59 – Market Sentiment Check 05:54 – U.S. Debt vs Bitcoin 11:46 – Gov Spending & Markets 16:02 – What’s Next for the Dollar? 18:07 – Is Crypto Reg Here to Stay? 20:13 – Figure Markets 20:47 – KGeN 21:17 – Capital Market Assumptions? 23:48 – Bitwise’s $1.3M BTC Model 28:37 – Institutions & Wealth Transfer 34:00 – Gen Z vs Boomers: Investing Shift 44:14 – 2026: The Real Cycle Top? 49:44 – $BTC vs $ETH vs $SOL 52:19 – Wrap-Up

Milk Road

17,167 Aufrufe • vor 11 Monaten

How Bitcoin Can Be Killed For $8 Billion – Duke’s Campbell Harvey 00:00 Intro: 02:34 Why No Recession? 03:10 The Yield Curve Still Works 07:38 Bitcoin & Satoshi’s Vision 10:40 Future of Tokenized Assets 12:15 Bitcoin as a Store of Value 15:00 Why Bitcoin Is Volatile 18:18 Bitcoin vs Gold 20:10 Bitcoin Drawdowns & Recoveries 22:24 Crypto Speculation Is Declining 24:18 $8B Bitcoin Attack 28:25 Ethereum vs Bitcoin Security 32:25 Profiting From a Bitcoin Attack 34:00 Why Alts Stopped Winning 36:52 Tokenized Assets vs Crypto 41:18 Bitcoin Isn’t Digital Gold 42:48 Future of Money 45:20 Future of the Fed 47:50 AI Agents Need Crypto 50:30 Final Thoughts
50:38

How Bitcoin Can Be Killed For $8 Billion – Duke’s Campbell Harvey 00:00 Intro: 02:34 Why No Recession? 03:10 The Yield Curve Still Works 07:38 Bitcoin & Satoshi’s Vision 10:40 Future of Tokenized Assets 12:15 Bitcoin as a Store of Value 15:00 Why Bitcoin Is Volatile 18:18 Bitcoin vs Gold 20:10 Bitcoin Drawdowns & Recoveries 22:24 Crypto Speculation Is Declining 24:18 $8B Bitcoin Attack 28:25 Ethereum vs Bitcoin Security 32:25 Profiting From a Bitcoin Attack 34:00 Why Alts Stopped Winning 36:52 Tokenized Assets vs Crypto 41:18 Bitcoin Isn’t Digital Gold 42:48 Future of Money 45:20 Future of the Fed 47:50 AI Agents Need Crypto 50:30 Final Thoughts

The Wolf Of All Streets

207,917 Aufrufe • vor 1 Monat

New episode with Mike Dudas out now! Yano 🟪 Santiago R Santos We discuss: - Finding winners - Are TGEs broken? - Prediction markets - Why Mike is bullish - Crypto in the next 5 years - Pump Fun, 6MV thesis & more! Timestamps: 00:00 Intro 03:39 6MV's Investment Thesis 07:15 Pump Fun 15:18 Finding Big Winners This Cycle 23:27 Ads (Blockdaemon, Peaq) 24:36 Why We Haven’t Topped 29:03 How Will Crypto Returns Look Over The Next 5 Years? 36:02 Prediction Markets 39:23 What Did Solana Get Wrong? 45:50 Ads (Blockdaemon, Peaq) 46:58 Are Crypto TGEs Broken? 50:30 Flying Tulip Raises $200m: A New Vehicle For Fundraising? 57:46 Does Every Project Need A Token? 01:00:05 Why Mike Is Still Bullish NFTs 01:02:47 Stablecoins 01:06:23 Content Of The Week Links below ↓
1:10:21

New episode with Mike Dudas out now! Yano 🟪 Santiago R Santos We discuss: - Finding winners - Are TGEs broken? - Prediction markets - Why Mike is bullish - Crypto in the next 5 years - Pump Fun, 6MV thesis & more! Timestamps: 00:00 Intro 03:39 6MV's Investment Thesis 07:15 Pump Fun 15:18 Finding Big Winners This Cycle 23:27 Ads (Blockdaemon, Peaq) 24:36 Why We Haven’t Topped 29:03 How Will Crypto Returns Look Over The Next 5 Years? 36:02 Prediction Markets 39:23 What Did Solana Get Wrong? 45:50 Ads (Blockdaemon, Peaq) 46:58 Are Crypto TGEs Broken? 50:30 Flying Tulip Raises $200m: A New Vehicle For Fundraising? 57:46 Does Every Project Need A Token? 01:00:05 Why Mike Is Still Bullish NFTs 01:02:47 Stablecoins 01:06:23 Content Of The Week Links below ↓

Empire 🟪

45,353 Aufrufe • vor 10 Monaten

Ethereum's biggest catalyst isn't another ETF. It's demand. Joseph Lubin says the next wave won't come from traders; it'll come from AI agents, tokenized assets, stablecoins, and institutions settling trillions onchain. If that plays out, today's price looks very different in a few years. FT John Gillen - WartimeEthereum.eth Joseph Chalom Sharplink Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:21 – Why SharpLink Bought More ETH 03:06 – Surviving the Crypto Bear 05:35 – Russell Index Milestone 08:28 – SharpLink's DeFi Strategy 14:39 – Fiduciary Duty Explained 18:07 – ETH Labs Explained 24:02 – ETH Labs Priorities 30:12 – ETH Institutional vs. Etherealize 34:03 – Can Ethereum's New Orgs Win? 38:26 – Sponsor: Securitize 39:04 – Sponsor: Bitget 39:36 – Ethereum vs. Legacy Finance 45:44 – Ethereum's Future Governance 46:57 – SharpLink vs. Bitmine? 50:07 – 1 Million Ethereum Developers 51:30 – Glamsterdam Upgrade 56:44 – Why ETH Gains Value 01:02:59 – Measuring Ethereum's Success 01:08:03 – Wrap-Up
1:09:09

Ethereum's biggest catalyst isn't another ETF. It's demand. Joseph Lubin says the next wave won't come from traders; it'll come from AI agents, tokenized assets, stablecoins, and institutions settling trillions onchain. If that plays out, today's price looks very different in a few years. FT John Gillen - WartimeEthereum.eth Joseph Chalom Sharplink Tune in to know more ⏱ TIME POINTS ⏱ 00:00 - Intro 01:21 – Why SharpLink Bought More ETH 03:06 – Surviving the Crypto Bear 05:35 – Russell Index Milestone 08:28 – SharpLink's DeFi Strategy 14:39 – Fiduciary Duty Explained 18:07 – ETH Labs Explained 24:02 – ETH Labs Priorities 30:12 – ETH Institutional vs. Etherealize 34:03 – Can Ethereum's New Orgs Win? 38:26 – Sponsor: Securitize 39:04 – Sponsor: Bitget 39:36 – Ethereum vs. Legacy Finance 45:44 – Ethereum's Future Governance 46:57 – SharpLink vs. Bitmine? 50:07 – 1 Million Ethereum Developers 51:30 – Glamsterdam Upgrade 56:44 – Why ETH Gains Value 01:02:59 – Measuring Ethereum's Success 01:08:03 – Wrap-Up

Milk Road

30,229 Aufrufe • vor 1 Monat

Full interview w/Pop Punk 🇺🇸 01:05 - Founder background 01:34 - Pumpcade lore 03:15 - "Trenchifying" prediction markets 04:35 - Hackathon win and Pump.fun's support 06:40 - Advice to crypto founders 09:10 - Tokenized startups are the future 09:58 - Future of the token and common misconceptions 11:48 - VC pullback 14:08 - Token utility 17:19 - Preseed raise ($1m) 18:30 - The pitch 20:15 - Building on Solana (Solana_devs) 21:35 - Hiring talent (Steve + gnar) 23:00 - Platform redesign 24:00 - GTM & competition 26:00 - Infrastructure revamp 27:50 - User base and stats 29:58 - Tokenomics 31:00 - Fee & revenue model 31:35 - TAM 32:00 - Web2 native 35:25 - Inspo 37: 51 - Permissionless markets 43:00 - A thank you to the early supporters 43:15 - What's to come
45:32

Full interview w/Pop Punk 🇺🇸 01:05 - Founder background 01:34 - Pumpcade lore 03:15 - "Trenchifying" prediction markets 04:35 - Hackathon win and Pump.fun's support 06:40 - Advice to crypto founders 09:10 - Tokenized startups are the future 09:58 - Future of the token and common misconceptions 11:48 - VC pullback 14:08 - Token utility 17:19 - Preseed raise ($1m) 18:30 - The pitch 20:15 - Building on Solana (Solana_devs) 21:35 - Hiring talent (Steve + gnar) 23:00 - Platform redesign 24:00 - GTM & competition 26:00 - Infrastructure revamp 27:50 - User base and stats 29:58 - Tokenomics 31:00 - Fee & revenue model 31:35 - TAM 32:00 - Web2 native 35:25 - Inspo 37: 51 - Permissionless markets 43:00 - A thank you to the early supporters 43:15 - What's to come

MCG

22,043 Aufrufe • vor 4 Monaten

Tokenizing Trillions: Here's Why Massive Institutions Are Secretly Betting On Crypto | Nathan Allman 🌊 FULL VIDEO BELOW 0:00 Intro 2:00 What Is Tokenization? 5:11 NFTs vs Real Assets 7:29 Ondo's Unique Approach 11:22 Why Use Ondo Chain? 14:08 Institutions as Validators 17:30 Regulatory Landscape Shifts 20:07 Benefits for Institutions 23:03 Yield-Bearing Stablecoins Explained 27:56 Are Yield Stablecoins Risky? 32:11 Future of Asset Settlement 37:34 Legacy Markets Pressure 39:22 Circle's Stablecoin Challenge 43:09 Stablecoin Issuers as Banks 46:50 SEC and New Regulations 51:31 Ethereum's Future Challenges
49:35

Tokenizing Trillions: Here's Why Massive Institutions Are Secretly Betting On Crypto | Nathan Allman 🌊 FULL VIDEO BELOW 0:00 Intro 2:00 What Is Tokenization? 5:11 NFTs vs Real Assets 7:29 Ondo's Unique Approach 11:22 Why Use Ondo Chain? 14:08 Institutions as Validators 17:30 Regulatory Landscape Shifts 20:07 Benefits for Institutions 23:03 Yield-Bearing Stablecoins Explained 27:56 Are Yield Stablecoins Risky? 32:11 Future of Asset Settlement 37:34 Legacy Markets Pressure 39:22 Circle's Stablecoin Challenge 43:09 Stablecoin Issuers as Banks 46:50 SEC and New Regulations 51:31 Ethereum's Future Challenges

The Wolf Of All Streets

123,082 Aufrufe • vor 1 Jahr

Why token launches fail: extractive pricing, poor liquidity, delayed price discovery. Austin Adams of Doppler joins our Stateful podcast, hosted by Mason Nystrom. In this episode, they discuss onchain capital markets and fixing token launches and IPOs: - 20% of 2025 token launches traded below issue price - Custom onchain markets: bundle price discovery and liquidity, launch in minutes - Coding moat is over. AI writes Solidity/Rust - Solo unicorns, micro-companies, permissionless experimentation 01:42 Custom Capital Markets Onchain 04:18 One Size Fits None: Why Token Launches Fail 07:26 Best Practices for TGEs 08:34 Deep Liquidity Pools vs. ICO Fundraising 10:23 Price Discovery: The Circle IPO Case Study 13:21 IPOs in the 70s vs. Today: What Changed? 16:57 On Chain Capital Formation: The Future of IPOs 20:29 Ethereum vs. Solana: Go Where Users Are 24:25 Context Is the New Moat: AI & Coding 27:59 What Asset Do You Wish Was Tokenized? 29:45 Founder Advice: One Good Thought a Month 31:21 Rethinking L2s & the Revenue Debate
34:15

Why token launches fail: extractive pricing, poor liquidity, delayed price discovery. Austin Adams of Doppler joins our Stateful podcast, hosted by Mason Nystrom. In this episode, they discuss onchain capital markets and fixing token launches and IPOs: - 20% of 2025 token launches traded below issue price - Custom onchain markets: bundle price discovery and liquidity, launch in minutes - Coding moat is over. AI writes Solidity/Rust - Solo unicorns, micro-companies, permissionless experimentation 01:42 Custom Capital Markets Onchain 04:18 One Size Fits None: Why Token Launches Fail 07:26 Best Practices for TGEs 08:34 Deep Liquidity Pools vs. ICO Fundraising 10:23 Price Discovery: The Circle IPO Case Study 13:21 IPOs in the 70s vs. Today: What Changed? 16:57 On Chain Capital Formation: The Future of IPOs 20:29 Ethereum vs. Solana: Go Where Users Are 24:25 Context Is the New Moat: AI & Coding 27:59 What Asset Do You Wish Was Tokenized? 29:45 Founder Advice: One Good Thought a Month 31:21 Rethinking L2s & the Revenue Debate

Pantera Capital

17,412 Aufrufe • vor 5 Monaten

Bioenergetic Basics #6: What Are The Best Ray Peat Substances? Thyroid? Aspirin? Methylene Blue? 00:00 - Intro 00:50 - Milk 01:25 - Homemade grounding pad 02:28 - Eggshell calcium 03:04 - Vitamin D 03:45 - Vitamin A 04:53 - Vitamin K 05:20 - Lidocaine 05:50 - Cyproheptadine 06:40 - Mushrooms 07:13 - Blood donation 08:13 - Carrot salad 08:57 - Pregnenolone 09:54 - Milk powder pancakes 10:05 - Incandescent light 10:31 - Gelatin (powder) 11:17 - Gelatin (food) 11:40 - Antibiotics 12:31 - Progesterone 13:00 - DHEA 13:55 - Thyroid 14:31 - Aspirin 15:29 - Sugar 15:39 - Ruminant liver 16:06 - Canned oysters 16:41 - Mexican coke 17:05 - Coffee 17:17 - Traditional cheeses 17:40 - Delicious fruits 18:44 - Negative ion generator 19:08 - Methylene blue 19:58 - Olive oil 20:52 - Fresh fruit juices 21:27 - Cascara (from Farmalabor, Italy) 22:14 - Niacinamide 22:44 - Thiamine (b1)
24:52

Bioenergetic Basics #6: What Are The Best Ray Peat Substances? Thyroid? Aspirin? Methylene Blue? 00:00 - Intro 00:50 - Milk 01:25 - Homemade grounding pad 02:28 - Eggshell calcium 03:04 - Vitamin D 03:45 - Vitamin A 04:53 - Vitamin K 05:20 - Lidocaine 05:50 - Cyproheptadine 06:40 - Mushrooms 07:13 - Blood donation 08:13 - Carrot salad 08:57 - Pregnenolone 09:54 - Milk powder pancakes 10:05 - Incandescent light 10:31 - Gelatin (powder) 11:17 - Gelatin (food) 11:40 - Antibiotics 12:31 - Progesterone 13:00 - DHEA 13:55 - Thyroid 14:31 - Aspirin 15:29 - Sugar 15:39 - Ruminant liver 16:06 - Canned oysters 16:41 - Mexican coke 17:05 - Coffee 17:17 - Traditional cheeses 17:40 - Delicious fruits 18:44 - Negative ion generator 19:08 - Methylene blue 19:58 - Olive oil 20:52 - Fresh fruit juices 21:27 - Cascara (from Farmalabor, Italy) 22:14 - Niacinamide 22:44 - Thiamine (b1)

Danny Roddy

133,593 Aufrufe • vor 2 Jahren

The FULL Threadguy x Murad Interview Timestamps 00:00:00 - Intro 00:02:41 - How Murad's Memecoin Framework was Built 00:06:23 - Institutions, Money Supply, & Market Cycles 00:10:11 - PumpFun’s Impact on Alts 00:12:50 - Why Retail Needs Parabolic Runners 00:17:50 - How to Attract Retail 00:20:22 - Revenue Coins vs Belief Assets 00:27:42 - Why Fees Trend Toward 0 00:31:52 - Why the Money Printing Won't Stop 00:35:10 - Generational Suffering & the New Wealth Gap 00:41:36 - Meme Coins as Cultural Revolutions 00:46:51 - SPX6900 is GME on Steroids 00:55:56 - Why Passive Wealth No Longer Works 01:06:28 - Full SPX6900 Pitch 01:10:25 - Advice for Young Investors
1:12:44

The FULL Threadguy x Murad Interview Timestamps 00:00:00 - Intro 00:02:41 - How Murad's Memecoin Framework was Built 00:06:23 - Institutions, Money Supply, & Market Cycles 00:10:11 - PumpFun’s Impact on Alts 00:12:50 - Why Retail Needs Parabolic Runners 00:17:50 - How to Attract Retail 00:20:22 - Revenue Coins vs Belief Assets 00:27:42 - Why Fees Trend Toward 0 00:31:52 - Why the Money Printing Won't Stop 00:35:10 - Generational Suffering & the New Wealth Gap 00:41:36 - Meme Coins as Cultural Revolutions 00:46:51 - SPX6900 is GME on Steroids 00:55:56 - Why Passive Wealth No Longer Works 01:06:28 - Full SPX6900 Pitch 01:10:25 - Advice for Young Investors

Counterparty

62,972 Aufrufe • vor 8 Monaten

New episode with Kyle Samani out now! Yano 🟪 We discuss: - Raising $1.65B for Forward Industries – $FORD - Partnering with Jump Crypto 🔥💃🏻 & Galaxy - Integrating DATs into DeFi - Internet capital markets - What's next for Forward Industries? - Stablecoins, SOL ETFs & more! Timestamps: 00:00 Introduction 01:28 The Ultimate Vision For Forward Industries 08:58 Raising $1.65B For Forward Industries 10:56 Partnering With Jump & Galaxy 16:35 Ads (Peaq) 17:27 Integrating DATs Into DeFi 25:22 M&A Strategies 29:58 BTC vs SOL DATs 32:28 Ads (Peaq) 33:21 How Will SOL ETFs Impact Solana DATs? 35:28 What's Next For Forward Industries? 41:40 Lessons Learned From Hyperliquid's USDH 46:21 Ads (Eigen Layer) 47:20 The Internet Capital Markets Thesis 54:10 Stablecoins Are Crypto's iPhone Moment Links below ↓
58:25

New episode with Kyle Samani out now! Yano 🟪 We discuss: - Raising $1.65B for Forward Industries – $FORD - Partnering with Jump Crypto 🔥💃🏻 & Galaxy - Integrating DATs into DeFi - Internet capital markets - What's next for Forward Industries? - Stablecoins, SOL ETFs & more! Timestamps: 00:00 Introduction 01:28 The Ultimate Vision For Forward Industries 08:58 Raising $1.65B For Forward Industries 10:56 Partnering With Jump & Galaxy 16:35 Ads (Peaq) 17:27 Integrating DATs Into DeFi 25:22 M&A Strategies 29:58 BTC vs SOL DATs 32:28 Ads (Peaq) 33:21 How Will SOL ETFs Impact Solana DATs? 35:28 What's Next For Forward Industries? 41:40 Lessons Learned From Hyperliquid's USDH 46:21 Ads (Eigen Layer) 47:20 The Internet Capital Markets Thesis 54:10 Stablecoins Are Crypto's iPhone Moment Links below ↓

Empire 🟪

121,361 Aufrufe • vor 11 Monaten

Bitcoin Treasury Stocks Are A Scam - Ran Neuner Warns Of A Massive Collapse! 0:00 Intro - Bear Market Blues 2:30 Bitcoin Maxis Launch ICOs? 4:45 Ran’s U.S. Exposure Plan 7:00 Rebuilding After $100M Loss 10:10 Solana Comeback Strategy 13:40 Surviving Crypto Cycles 15:10 From Degens to ETFs 18:40 Crypto’s Tortoise Wins 21:00 Ran’s Investment Thesis 24:00 Meme Coins vs Casinos 26:30 Do You Need an Exit? 28:00 Networks Beat Dollars 31:30 Will Altcoins Dump Again? 33:30 Traders Become Investors 35:00 Altcoin Treasury Companies 39:00 Why Stocks Outperform Tokens 43:00 The Treasury Company Scam 47:00 How This Cycle Ends 50:00 Final Crash Trigger 52:30 Stocks vs Tokens Risk 56:00 Solana vs Ethereum 58:00 Coinbase Is the Winner 1:00:00 Private Sales Are Dead 1:02:00 Fartcoin to Coinbase? 1:04:00 Family vs Crypto Time 1:06:00 Bitcoin vs Altcoin Channels 1:08:00 Monthly Podcast Proposal
1:04:00

Bitcoin Treasury Stocks Are A Scam - Ran Neuner Warns Of A Massive Collapse! 0:00 Intro - Bear Market Blues 2:30 Bitcoin Maxis Launch ICOs? 4:45 Ran’s U.S. Exposure Plan 7:00 Rebuilding After $100M Loss 10:10 Solana Comeback Strategy 13:40 Surviving Crypto Cycles 15:10 From Degens to ETFs 18:40 Crypto’s Tortoise Wins 21:00 Ran’s Investment Thesis 24:00 Meme Coins vs Casinos 26:30 Do You Need an Exit? 28:00 Networks Beat Dollars 31:30 Will Altcoins Dump Again? 33:30 Traders Become Investors 35:00 Altcoin Treasury Companies 39:00 Why Stocks Outperform Tokens 43:00 The Treasury Company Scam 47:00 How This Cycle Ends 50:00 Final Crash Trigger 52:30 Stocks vs Tokens Risk 56:00 Solana vs Ethereum 58:00 Coinbase Is the Winner 1:00:00 Private Sales Are Dead 1:02:00 Fartcoin to Coinbase? 1:04:00 Family vs Crypto Time 1:06:00 Bitcoin vs Altcoin Channels 1:08:00 Monthly Podcast Proposal

The Wolf Of All Streets

84,071 Aufrufe • vor 1 Jahr

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

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

Raoul Pal

172,640 Aufrufe • vor 1 Jahr