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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 –...

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Milk Road Crypto

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33,204 次观看 • 6 个月前 •via X (Twitter)

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The biggest mistake in crypto? Thinking Ethereum and Solana are competing for one winner. Ethereum is winning with infrastructure and Layer 2s. Solana is winning with speed, UX, and institutional partnerships. They're solving different problems, which means both could be massive winners over the next decade. FT John Gillen - WartimeEthereum.eth Nic RH Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:10 – Solana vs. Ethereum 03:11 – Can Both Win? 04:49 – Milk Road PRO 05:13 – Institutional Adoption 07:33 – ETH vs. SOL 09:01 – Why Prices Haven't Moved 13:17 – Blueprint Finance 15:11 – Institutional Yield 20:33 – Sponsor: Securitize 21:11 – Sponsor: Bitget 21:43 – Blueprint's Edge 23:37 – Vaults Explained 27:02 – DeFi Yield 31:33 – DeFi's Winners 34:32 – DeFi Meets Wall Street
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The biggest mistake in crypto? Thinking Ethereum and Solana are competing for one winner. Ethereum is winning with infrastructure and Layer 2s. Solana is winning with speed, UX, and institutional partnerships. They're solving different problems, which means both could be massive winners over the next decade. FT John Gillen - WartimeEthereum.eth Nic RH Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:10 – Solana vs. Ethereum 03:11 – Can Both Win? 04:49 – Milk Road PRO 05:13 – Institutional Adoption 07:33 – ETH vs. SOL 09:01 – Why Prices Haven't Moved 13:17 – Blueprint Finance 15:11 – Institutional Yield 20:33 – Sponsor: Securitize 21:11 – Sponsor: Bitget 21:43 – Blueprint's Edge 23:37 – Vaults Explained 27:02 – DeFi Yield 31:33 – DeFi's Winners 34:32 – DeFi Meets Wall Street

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Milk Road Crypto

30,352 次观看 • 2 个月前

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The Wolf Of All Streets

123,126 次观看 • 1 年前

.Thomas (Tom) Lee (not drummer) FundstratDirect.com thinks crypto winter may already be ending, and Wall Street could be caught underexposed. His setup: cash on the sidelines + ETH outperforming + regulatory catalysts + investors rotating back from AI. If institutions start performance chasing, he expects a “huge institutional bid” into year-end. FT John Gillen - WartimeEthereum.eth Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 - Intro 01:12 - Historic Crypto Short Squeeze 02:52 - Pullback or New Bull Market? 04:40 - Ethereum & the “Uncanny Valley of Wealth” 09:07 - The Tokenization Supercycle 13:09 - Wall Street Is Building on Ethereum 16:15 - Why AI Agents Need Crypto Rails 19:28 - Sponsor: Saber Money 20:08 - Why BitMine Keeps Buying ETH 25:40 - Ethereum’s Evolving Ecosystem 28:22 - Ethereum: The Root of Global Finance? 32:28 - ETH vs. Bitcoin: Why ETH Could Win 37:09 - Wrap-Up
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Milk Road Crypto

126,486 次观看 • 1 个月前

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
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17,412 次观看 • 6 个月前

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 次观看 • 2 年前

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 次观看 • 10 个月前