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📊 For the first time, Hyperliquid traded more real-world assets than crypto in a single week, and individual stocks were 61% of it. Lorenzo Valente on why owning BTC, ETH, and SOL volume may matter far less than picking the venue. Ram Ahluwalia CFA, Lumida isn't buying it. Full...

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Laura Shin

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15,632 просмотров • 28 дней назад •via X (Twitter)

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Is Bitcoin headed for a corporate takeover? @nic__carter joins Ram Ahluwalia CFA, Lumida, Austin Campbell, and Christopher Perkins 🦅🌎⚓️NYC on this week's Bits + Bips. They discuss: 🏢 BlackRock’s growing leverage over Bitcoin development 💀 The end of the VC-backed token cycle 🤖 Why AI may dwarf the industrial revolution 😴➡️💎 What “boring” crypto actually looks like Timestamps: 🚀 0:00 Introduction 📉 3:14 What caused the Feb. 5 crash across crypto and stocks 📊 13:18 Why the debasement trade was crowded for wrong reasons & how value investing is staging a comeback ⚛️ 17:25 What quantum skeptics are doing to Bitcoin sentiment 🏢 33:44 Why BlackRock may force a corporate takeover of Bitcoin 🗑️ 36:26 How 90% of 2025 token launches ended up as garbage 🔥 43:06 Why Kyle Samani walked away from Multicoin Capital 💀 50:07 Whether the VC-backed token era is finally over 🇯🇵 54:33 Why Japan's election gamble is lifting the Nikkei 🧠 55:41 Why AI is bigger than the industrial revolution, according to Nic
1:05:56

Is Bitcoin headed for a corporate takeover? @nic__carter joins Ram Ahluwalia CFA, Lumida, Austin Campbell, and Christopher Perkins 🦅🌎⚓️NYC on this week's Bits + Bips. They discuss: 🏢 BlackRock’s growing leverage over Bitcoin development 💀 The end of the VC-backed token cycle 🤖 Why AI may dwarf the industrial revolution 😴➡️💎 What “boring” crypto actually looks like Timestamps: 🚀 0:00 Introduction 📉 3:14 What caused the Feb. 5 crash across crypto and stocks 📊 13:18 Why the debasement trade was crowded for wrong reasons & how value investing is staging a comeback ⚛️ 17:25 What quantum skeptics are doing to Bitcoin sentiment 🏢 33:44 Why BlackRock may force a corporate takeover of Bitcoin 🗑️ 36:26 How 90% of 2025 token launches ended up as garbage 🔥 43:06 Why Kyle Samani walked away from Multicoin Capital 💀 50:07 Whether the VC-backed token era is finally over 🇯🇵 54:33 Why Japan's election gamble is lifting the Nikkei 🧠 55:41 Why AI is bigger than the industrial revolution, according to Nic

Laura Shin

10,631 просмотров • 6 месяцев назад

Long-term holders pay the price for a hardware flaw, not a lapse in judgment. On the new Bits + Bips, Austin Campbell, Ram Ahluwalia CFA, Lumida, and Christopher Perkins 🦅🌎⚓️NYC join Alex Thorn, who has traced the Coldcard firmware bug in real time. According to Alex Thorn, three confirmed waves have taken over $100 million in BTC, and victims averaged four years of dormancy. 🔐 Timestamps: 📱 00:54 Cape: Get 33% off your first six months of privacy-first mobile service at 📉 02:22 How a $45B AI fund cratered to $10B in one brutal month 🖥️ 07:59 Alex Thorn: why AI infrastructure demand isn't actually slowing 🏦 15:45 Why Ram calls Citadel and Jane Street the new lenders of last resort 🔐 20:14 Inside the Coldcard hack: over $100M drained from cold storage 🎲 24:11 How a broken random number generator let attackers derive keys 🕵️ 30:19 Alex Thorn traces the Coldcard attacker's wave-by-wave pattern 🤖 40:23 Why US AI guardrails are pushing security research to Chinese models 🔑 45:50 Self-custody or Coinbase? Alex Thorn's advice for grandma's Bitcoin 🏛️ 54:44 The Fed holds rates as Kevin Warsh pushes for more accountability 🇯🇵 57:48 The yen carry trade, a more powerful Treasury, and how to keep rates low
1:01:10

Long-term holders pay the price for a hardware flaw, not a lapse in judgment. On the new Bits + Bips, Austin Campbell, Ram Ahluwalia CFA, Lumida, and Christopher Perkins 🦅🌎⚓️NYC join Alex Thorn, who has traced the Coldcard firmware bug in real time. According to Alex Thorn, three confirmed waves have taken over $100 million in BTC, and victims averaged four years of dormancy. 🔐 Timestamps: 📱 00:54 Cape: Get 33% off your first six months of privacy-first mobile service at 📉 02:22 How a $45B AI fund cratered to $10B in one brutal month 🖥️ 07:59 Alex Thorn: why AI infrastructure demand isn't actually slowing 🏦 15:45 Why Ram calls Citadel and Jane Street the new lenders of last resort 🔐 20:14 Inside the Coldcard hack: over $100M drained from cold storage 🎲 24:11 How a broken random number generator let attackers derive keys 🕵️ 30:19 Alex Thorn traces the Coldcard attacker's wave-by-wave pattern 🤖 40:23 Why US AI guardrails are pushing security research to Chinese models 🔑 45:50 Self-custody or Coinbase? Alex Thorn's advice for grandma's Bitcoin 🏛️ 54:44 The Fed holds rates as Kevin Warsh pushes for more accountability 🇯🇵 57:48 The yen carry trade, a more powerful Treasury, and how to keep rates low

Laura Shin

10,961 просмотров • 21 дней назад

"We're probably in the second inning of a nine inning game," Chris Galipeau of the Franklin Templeton Institute tells Steven Ehrlich about the AI capex boom, arguing the circular-spending fear is overblown. 📈 Timestamps: 🏦 02:10 Chris Galipeau on his role building Franklin Templeton's twelve-month house view 🏛️ 03:31 Why Kevin Warsh's second Fed presser rattled the bond market 📱 12:22 Cape: Get 33% off your first six months of privacy-first mobile service at 🛢️ 13:40 Why the S&P averages 11% gains a year after major conflicts since 1929 🤖 23:44 Meta falls on CapEx guidance, Microsoft doesn't: reading the AI earnings split 🎲 34:13 Prediction markets, the 'Wisdom of Crowds,' and why belief moves prices 📊 42:49 The highest-conviction call: fading Mag Seven dominance
45:24

"We're probably in the second inning of a nine inning game," Chris Galipeau of the Franklin Templeton Institute tells Steven Ehrlich about the AI capex boom, arguing the circular-spending fear is overblown. 📈 Timestamps: 🏦 02:10 Chris Galipeau on his role building Franklin Templeton's twelve-month house view 🏛️ 03:31 Why Kevin Warsh's second Fed presser rattled the bond market 📱 12:22 Cape: Get 33% off your first six months of privacy-first mobile service at 🛢️ 13:40 Why the S&P averages 11% gains a year after major conflicts since 1929 🤖 23:44 Meta falls on CapEx guidance, Microsoft doesn't: reading the AI earnings split 🎲 34:13 Prediction markets, the 'Wisdom of Crowds,' and why belief moves prices 📊 42:49 The highest-conviction call: fading Mag Seven dominance

Laura Shin

12,072 просмотров • 25 дней назад

"Because AI took all the money." Arthur Hayes (Arthur Hayes) is co-founder of BitMEX and one of the most-read macro writers in crypto. While everyone waited for the next leg up, he explained why the money stopped flowing into crypto and what brings it roaring back. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." We cover: - Why ~$1.5 trillion of new money since ChatGPT went to AI instead of crypto, and what that did to Bitcoin - Oil, Iran, and the inventory-restocking shock he thinks the market is mispricing - Why he exits a trade the moment the asymmetry is gone, even one he's loved for months - What he hunts instead: maximum hate, minimum downside, room to run - Why he's "more concerned with capital preservation than capital accumulation" - The convexity philosophy: betting on 1% odds becoming 10%, not 50% becoming 75% - Why Bitcoin really stalled and why Saylor isn't the reason - Why he refuses to trade a four-year-cycle calendar - "The big print": the crisis he's staying liquid for, and why that one moment sets up two decades of returns Thanks to Arthur for coming on New Era Finance Podcast. Highlights: 00:00 - A Deal, Oil, And What Markets Are Pricing 08:00 - Why Crypto Got Left Behind 09:32 - "AI Took All The Money" 24:00 - When He Exits A Trade He Loves 30:00 - What He's Hunting Now 33:57 - The Convexity Philosophy 41:51 - Why Bitcoin Really Stalled 43:55 - Why He Won't Trade A Calendar 45:18 - The Opportunity Nobody's Ready For 46:12 - "The Big Print" And Staying Liquid
54:26

"Because AI took all the money." Arthur Hayes (Arthur Hayes) is co-founder of BitMEX and one of the most-read macro writers in crypto. While everyone waited for the next leg up, he explained why the money stopped flowing into crypto and what brings it roaring back. "There's no cash to go to crypto. AI sucked it all up and it'll keep sucking it up until the bubble bursts." We cover: - Why ~$1.5 trillion of new money since ChatGPT went to AI instead of crypto, and what that did to Bitcoin - Oil, Iran, and the inventory-restocking shock he thinks the market is mispricing - Why he exits a trade the moment the asymmetry is gone, even one he's loved for months - What he hunts instead: maximum hate, minimum downside, room to run - Why he's "more concerned with capital preservation than capital accumulation" - The convexity philosophy: betting on 1% odds becoming 10%, not 50% becoming 75% - Why Bitcoin really stalled and why Saylor isn't the reason - Why he refuses to trade a four-year-cycle calendar - "The big print": the crisis he's staying liquid for, and why that one moment sets up two decades of returns Thanks to Arthur for coming on New Era Finance Podcast. Highlights: 00:00 - A Deal, Oil, And What Markets Are Pricing 08:00 - Why Crypto Got Left Behind 09:32 - "AI Took All The Money" 24:00 - When He Exits A Trade He Loves 30:00 - What He's Hunting Now 33:57 - The Convexity Philosophy 41:51 - Why Bitcoin Really Stalled 43:55 - Why He Won't Trade A Calendar 45:18 - The Opportunity Nobody's Ready For 46:12 - "The Big Print" And Staying Liquid

Michaël van de Poppe

276,556 просмотров • 2 месяцев назад

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next
27:09

"Tokenized assets are exploding in value." Ian de Bode is President Ondo Finance, the company bringing US treasuries, stocks, and ETFs on-chain. He watched tokenized treasuries grow from $1 billion to $15 billion in two years. The man building the rails between Wall Street and crypto now says the two systems are about to merge and traditional finance isn't ready. "You should prepare for a world in which tokenized securities co-exist with normal securities. So get ready." We cover: Why tokenized assets exploded from $1B to $15B and aren't slowing down How every crypto exchange became a stock broker overnight Why Tesla and Google don't care about tokenizing their stock (and why that doesn't matter) How every token is backed 1:1 with daily third-party attestations Why tokenized stocks work like stablecoins: your wallet, no permissions, 24/7 How hedge fund leverage loops and carry trades come to DeFi Why perps on stocks could become a bigger market than all of crypto The road to markets that never close and who moves first What the Genius Act and Clarity Act actually signal Thanks to Ian De Bode for coming on New Era Finance Podcast. TIMESTAMPS: 00:00 - Intro 00:50 - Tokenized Assets Explode To $15 Billion 02:40 - Where The Demand Comes From 04:30 - Native Tokenization vs Permissionless Wrappers 07:20 - How Every Token Is Backed 10:00 - Using Tokenized Stocks In DeFi 13:30 - Leverage, Collateral & Capital Efficiency 17:00 - Perps On Stocks: Bigger Than Crypto 21:00 - The Road To 24/7 Markets 24:30 - Genius Act, Clarity Act & What's Next

New Era Finance Podcast

56,237 просмотров • 2 месяцев назад

Bitcoin's Charts Signal a 'Major Low', and a Springboard Higher "The good news is that we may have already seen that major low," says Katie Stockton, CMT about Ether's chart, in a wide-ranging technical read on Bitcoin, ETH, Solana, XRP, and Hyperliquid with Steven Ehrlich on Bits + Bips. 📈 Timestamps: 📉 02:33 Bitcoin's monthly stochastic just flipped long-term oversold, the signal bulls have been waiting for 🔍 04:22 Fibonacci and the cloud model line up on one thing: a potential major low ⚡ 16:07 Ether's downtrend is cyclical, not the end of the story, and the monthly chart shows why 🔄 21:19 Katie's call: Ether may have already put in its major low 🪙 27:20 The one thing Solana's chart still needs to confirm it's done bottoming 📉 28:54 Ripple is testing support and lagging. Is it setting up or falling behind? 🤖 33:41 Why Hyperliquid is suddenly trading like an AI or semiconductor stock 📊 39:28 BVIV vs. the VIX: what crypto's eerily calm volatility is really signaling 🏦 41:48 Katie's contrarian take: crypto's institutionalization story is overhyped
47:14

Bitcoin's Charts Signal a 'Major Low', and a Springboard Higher "The good news is that we may have already seen that major low," says Katie Stockton, CMT about Ether's chart, in a wide-ranging technical read on Bitcoin, ETH, Solana, XRP, and Hyperliquid with Steven Ehrlich on Bits + Bips. 📈 Timestamps: 📉 02:33 Bitcoin's monthly stochastic just flipped long-term oversold, the signal bulls have been waiting for 🔍 04:22 Fibonacci and the cloud model line up on one thing: a potential major low ⚡ 16:07 Ether's downtrend is cyclical, not the end of the story, and the monthly chart shows why 🔄 21:19 Katie's call: Ether may have already put in its major low 🪙 27:20 The one thing Solana's chart still needs to confirm it's done bottoming 📉 28:54 Ripple is testing support and lagging. Is it setting up or falling behind? 🤖 33:41 Why Hyperliquid is suddenly trading like an AI or semiconductor stock 📊 39:28 BVIV vs. the VIX: what crypto's eerily calm volatility is really signaling 🏦 41:48 Katie's contrarian take: crypto's institutionalization story is overhyped

Laura Shin

18,786 просмотров • 11 дней назад

DROPS 42: Kinetiq - Building Hyperliquid's biggest protocol and solving the HyperEVM problem Omnia π runs Kinetiq, the largest protocol on Hyperliquid. He's anonymous, been building in crypto for almost a decade, and went from hotel management to a digital asset hedge fund to founding the third largest liquid staking protocol in crypto. We get into how Kinetiq pulled in $2.5B in five weeks, why he thinks HyperEVM gets a bad rap, and what's coming next with Elysium - Kinetiq's new L2 - that might be the first L2 in crypto that adds value instead of extracting it. Timestamps: 0:00 Intro 2:05 Why Omnia Hides His Face 3:04 What Omnia Actually Builds 3:47 Who Is Omnia? 6:08 From Hotels To HyperLiquid 8:55 Why HyperLiquid Over Everything Else 12:02 Kinetiq In 60 Seconds 13:25 Why Liquid Staking First 15:35 What kinetiq:native Holders Actually Get 17:33 Sponsors FortisX 17:59 Can Anyone Beat TradeXYZ? 20:54 The Real State Of HyperEVM 23:52 Is HyperLiquid Actually Winning? 26:27 Does HyperLiquid Need Other Markets? 28:43 How Kinetiq Pulls In Builders 32:32 Elysium: Value Creator Or Value Extractor? 35:03 The One Thing To Remember 36:27 Final Thoughts
36:44

DROPS 42: Kinetiq - Building Hyperliquid's biggest protocol and solving the HyperEVM problem Omnia π runs Kinetiq, the largest protocol on Hyperliquid. He's anonymous, been building in crypto for almost a decade, and went from hotel management to a digital asset hedge fund to founding the third largest liquid staking protocol in crypto. We get into how Kinetiq pulled in $2.5B in five weeks, why he thinks HyperEVM gets a bad rap, and what's coming next with Elysium - Kinetiq's new L2 - that might be the first L2 in crypto that adds value instead of extracting it. Timestamps: 0:00 Intro 2:05 Why Omnia Hides His Face 3:04 What Omnia Actually Builds 3:47 Who Is Omnia? 6:08 From Hotels To HyperLiquid 8:55 Why HyperLiquid Over Everything Else 12:02 Kinetiq In 60 Seconds 13:25 Why Liquid Staking First 15:35 What kinetiq:native Holders Actually Get 17:33 Sponsors FortisX 17:59 Can Anyone Beat TradeXYZ? 20:54 The Real State Of HyperEVM 23:52 Is HyperLiquid Actually Winning? 26:27 Does HyperLiquid Need Other Markets? 28:43 How Kinetiq Pulls In Builders 32:32 Elysium: Value Creator Or Value Extractor? 35:03 The One Thing To Remember 36:27 Final Thoughts

MR SHIFT 🦁

108,836 просмотров • 1 день назад

Crypto’s future may hinge on the Senate’s new market structure draft. 🇺🇸⚖️ On Bits + Bips, Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the The White House, talks with the gang about: 🔥 The Senate’s new draft 🏛 How DC is thinking about DeFi 💵 How President Trump thinks about crypto 📈 What institutions are waiting for PLUS: what’s going on in the markets and Ram’s hopium 😀 Timestamps: 🎬 0:00 Intro 🚀 2:45 Why Patrick calls the Senate Ag draft a “big step forward” 🧩 4:43 How the bill tackles DeFi—and why it’s so complex 🏛️ 5:28 Why the presidency is putting so much weight on crypto policy 📜 7:01 What happens behind the scenes to move a bill like this 🔪 9:39 Whether the bill could get modularized (including pulling DeFi out) 💡 11:22 Why Chris says crypto is simply a better product 📈 13:37 The short- and long-term implications of passing a market structure bill 🔐 15:22 The KYC/AML problem in permissionless systems 🕵️‍♂️ 22:12 Privacy: finding the balance between user protection and public ledgers 🗳️ 24:08 How Democrats have increasingly joined the conversation 🌅 25:27 Why Patrick is optimistic we’ll get a Senate vote this year 🤖 29:56 How Patrick sees AI + crypto converging into a major opportunity 📊 32:23 What’s happening in markets, and whether a regime shift is underway 🏦 36:40 How institutions are entering, and what keeps them up at night 🎤 38:46 Why Ram calls the Cantor Conference the best for digital assets 💥 41:53 What Paolo Ardoino revealed about the future of Tether 📉 44:43 Signals that typically mark a market top and why spotting winners is so hard ⚡ 51:38 Ram’s key catalysts to watch for the next market leg 📺 54:39 Whether 60 Minutes misrepresented CZ
1:02:00

Crypto’s future may hinge on the Senate’s new market structure draft. 🇺🇸⚖️ On Bits + Bips, Patrick Witt, Executive Director of the President's Council of Advisors for Digital Assets at the The White House, talks with the gang about: 🔥 The Senate’s new draft 🏛 How DC is thinking about DeFi 💵 How President Trump thinks about crypto 📈 What institutions are waiting for PLUS: what’s going on in the markets and Ram’s hopium 😀 Timestamps: 🎬 0:00 Intro 🚀 2:45 Why Patrick calls the Senate Ag draft a “big step forward” 🧩 4:43 How the bill tackles DeFi—and why it’s so complex 🏛️ 5:28 Why the presidency is putting so much weight on crypto policy 📜 7:01 What happens behind the scenes to move a bill like this 🔪 9:39 Whether the bill could get modularized (including pulling DeFi out) 💡 11:22 Why Chris says crypto is simply a better product 📈 13:37 The short- and long-term implications of passing a market structure bill 🔐 15:22 The KYC/AML problem in permissionless systems 🕵️‍♂️ 22:12 Privacy: finding the balance between user protection and public ledgers 🗳️ 24:08 How Democrats have increasingly joined the conversation 🌅 25:27 Why Patrick is optimistic we’ll get a Senate vote this year 🤖 29:56 How Patrick sees AI + crypto converging into a major opportunity 📊 32:23 What’s happening in markets, and whether a regime shift is underway 🏦 36:40 How institutions are entering, and what keeps them up at night 🎤 38:46 Why Ram calls the Cantor Conference the best for digital assets 💥 41:53 What Paolo Ardoino revealed about the future of Tether 📉 44:43 Signals that typically mark a market top and why spotting winners is so hard ⚡ 51:38 Ram’s key catalysts to watch for the next market leg 📺 54:39 Whether 60 Minutes misrepresented CZ

Laura Shin

21,150 просмотров • 9 месяцев назад

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 about to matter more than ever. He grew up in Iran under a dictatorship. He watched state TV claim there was no inflation while the money in people's pockets shrank. That's not a metaphor for him - it's the problem he's building to solve. We talk about: - Why CNN and Fox both showed different election results in 2024 - Growing up in Iran and experiencing information asymmetry under dictatorship firsthand - Building a Poly Market Telegram mini app in September 2024 and getting 56,000 users overnight - Why 90% of those users weren't American - and what that revealed about the technology - How leverage works on prediction markets, why it took 9 months to build, and what liquidation actually means when there's no price - just probability - Why Polymarket and Kalshi are scratching the surface of what's possible - Prediction markets as the engagement layer for Web3 - and what Worm is launching on HyperLiquid HIP-4 And much more… Timestamps: 0:00 Introduction 1:17 Welcome to DROPS 1:57 Prediction Markets in 2026 3:08 Can the crowd be wrong? 4:26 Money Creates Better Truth Discovery 5:22 Who is Nass? 5:55 Growing up in Iran 6:52 Entered Crypto in 2019 8:05 Discovering Prediction Markets 10:08 Signal Behind the 2024 Elections 11:59 How Prediction Markets Disrupt Traditional Media 13:16 Traditional Media Prioritizes Incentives Over Truth 17:33 Polymarket vs Kalshi: Which Model Wins? 18:25 Why is Kalshi or Polymarket enough? 19:43 Lessons Learned Building on Polymarket 21:07 Building Worm on Solana 21:56 What Is Worm and its special elements? 23:36 How Leverage Works on Prediction Markets 25:29 Hedging 27:33 Prediction Markets vs Options & Perps 29:15 How Liquidations Work 31:13 Why Leverage is more than a Gimmick 33:04 Building Leverage Was Harder Than Expected 34:12 Solving Liquidity Problem 36:05 How Worm Acquires Users 36:59 Inflection Point for Prediction Markets 39:06 Why Worm chose Solana 40:24 Becoming the Hyperliquid of Prediction Markets 42:26 Solana vs Hyperliquid: Which Wins? 45:00 Conclusion
46:11

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 about to matter more than ever. He grew up in Iran under a dictatorship. He watched state TV claim there was no inflation while the money in people's pockets shrank. That's not a metaphor for him - it's the problem he's building to solve. We talk about: - Why CNN and Fox both showed different election results in 2024 - Growing up in Iran and experiencing information asymmetry under dictatorship firsthand - Building a Poly Market Telegram mini app in September 2024 and getting 56,000 users overnight - Why 90% of those users weren't American - and what that revealed about the technology - How leverage works on prediction markets, why it took 9 months to build, and what liquidation actually means when there's no price - just probability - Why Polymarket and Kalshi are scratching the surface of what's possible - Prediction markets as the engagement layer for Web3 - and what Worm is launching on HyperLiquid HIP-4 And much more… Timestamps: 0:00 Introduction 1:17 Welcome to DROPS 1:57 Prediction Markets in 2026 3:08 Can the crowd be wrong? 4:26 Money Creates Better Truth Discovery 5:22 Who is Nass? 5:55 Growing up in Iran 6:52 Entered Crypto in 2019 8:05 Discovering Prediction Markets 10:08 Signal Behind the 2024 Elections 11:59 How Prediction Markets Disrupt Traditional Media 13:16 Traditional Media Prioritizes Incentives Over Truth 17:33 Polymarket vs Kalshi: Which Model Wins? 18:25 Why is Kalshi or Polymarket enough? 19:43 Lessons Learned Building on Polymarket 21:07 Building Worm on Solana 21:56 What Is Worm and its special elements? 23:36 How Leverage Works on Prediction Markets 25:29 Hedging 27:33 Prediction Markets vs Options & Perps 29:15 How Liquidations Work 31:13 Why Leverage is more than a Gimmick 33:04 Building Leverage Was Harder Than Expected 34:12 Solving Liquidity Problem 36:05 How Worm Acquires Users 36:59 Inflection Point for Prediction Markets 39:06 Why Worm chose Solana 40:24 Becoming the Hyperliquid of Prediction Markets 42:26 Solana vs Hyperliquid: Which Wins? 45:00 Conclusion

MR SHIFT 🦁

31,088 просмотров • 2 месяцев назад

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 просмотров • 1 год назад

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
1:29:06

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 🦁

579,432 просмотров • 6 месяцев назад

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments
51:27

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

Constantin Kogan

31,611 просмотров • 4 месяцев назад

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
1:17:55

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

MR SHIFT 🦁

195,410 просмотров • 1 месяц назад

🎙 The Sujal Show Ep. 10: Yat Siu “The Man Behind Sandbox, Axie Infinity & 600+ Crypto" Animoca Brands co-founder Yat Siu reveals his 400x return, why altcoins could beat Bitcoin, how agentic AI will reshape distribution, why he loves bear markets, and the 3 tokens he’s bullish on. We Discussed on The Sujal Show: - How Animoca went from mobile games to 600+ crypto investments - How a $300M seed round became a $10B valuation - How CryptoKitties crashing Ethereum in 2017 changed everything - 4,000% returns & his biggest investing mistake - How Apple, Google, and X censor crypto and how agents break through - Why he’s more bullish on utility tokens than memecoins - Why he believes the 4-year cycle isn’t dead - His 3 filters for finding Top projects - Why education is a $7‑10 trillion market - Why he is bullish on agentic AI, education, and digital identity - 3 altcoins he is bullish on - Next BIG narratives in crypto - Why he avoids prediction markets TIMESTAMPS: 00:00 Intro 01:56 Who is he & what does he do today? 02:27 3 things he’s most proud of in 35 years 07:06 First heard about Bitcoin in 2014, why it didn’t click 10:30 Next big crypto narrative (2026 & beyond) 18:22 AI agents: what comes after automation? 26:07 AI altcoins with massive potential 28:43 Biggest return from 600+ investments 36:05 Why bear markets create real opportunities 37:06 How to invest $1K–$10K in crypto (beginner portfolio) 40:00 Will altcoins outperform Bitcoin? 49:09 Framework for finding 100x projects 51:51 Biggest loss & lessons learned 54:13 How to start a career as a VC (step-by-step) 56:01 Final advice before leaving the world He turned $4M into a billion‑dollar ecosystem. Now he’s betting on AI agents and digital identity. Watch the full episode 👇
58:53

🎙 The Sujal Show Ep. 10: Yat Siu “The Man Behind Sandbox, Axie Infinity & 600+ Crypto" Animoca Brands co-founder Yat Siu reveals his 400x return, why altcoins could beat Bitcoin, how agentic AI will reshape distribution, why he loves bear markets, and the 3 tokens he’s bullish on. We Discussed on The Sujal Show: - How Animoca went from mobile games to 600+ crypto investments - How a $300M seed round became a $10B valuation - How CryptoKitties crashing Ethereum in 2017 changed everything - 4,000% returns & his biggest investing mistake - How Apple, Google, and X censor crypto and how agents break through - Why he’s more bullish on utility tokens than memecoins - Why he believes the 4-year cycle isn’t dead - His 3 filters for finding Top projects - Why education is a $7‑10 trillion market - Why he is bullish on agentic AI, education, and digital identity - 3 altcoins he is bullish on - Next BIG narratives in crypto - Why he avoids prediction markets TIMESTAMPS: 00:00 Intro 01:56 Who is he & what does he do today? 02:27 3 things he’s most proud of in 35 years 07:06 First heard about Bitcoin in 2014, why it didn’t click 10:30 Next big crypto narrative (2026 & beyond) 18:22 AI agents: what comes after automation? 26:07 AI altcoins with massive potential 28:43 Biggest return from 600+ investments 36:05 Why bear markets create real opportunities 37:06 How to invest $1K–$10K in crypto (beginner portfolio) 40:00 Will altcoins outperform Bitcoin? 49:09 Framework for finding 100x projects 51:51 Biggest loss & lessons learned 54:13 How to start a career as a VC (step-by-step) 56:01 Final advice before leaving the world He turned $4M into a billion‑dollar ecosystem. Now he’s betting on AI agents and digital identity. Watch the full episode 👇

Sujal Jethwani

20,842 просмотров • 4 месяцев назад

E120: Raoul Pal: Welcome to phase 2 of the Banana zone! 🍌🍌 In this 90-minute enlightening and hilarious conversation, Raoul Pal unpacks why everyone — and their mom — thought the bull market was dead and collectively lost it online… while he was sipping wine and dishing out insults from the sidelines on his live streams. This is Raoul’s first appearance on a podcast in over four months — in case there was any doubt, Banana Zone Phase 2 mode is ON! Timestamps 0:00 Introduction 2:02 Partnerships: Jupiter , Kast, SUI, 2:48 Crazy Bitcoin Returns 5:09 What is KAST (old) 6:52 Explaining My Job in Crypto 8:23 Why Raoul Got Drunk on Live Streams 10:52 Why People Like Being Insulted 11:50 Self Custody with Trezor 12:44 True Wealth in Crypto 15:37 Finding the Best Risk Adjusted Bets 18:29 Mad Lads Saved Solana 19:56 How to Get Rich in Crypto Without Getting Lucky 22:55 Meme Coins & Fartcoin💨 25:13 Paranoid at All Times 29:14 Why Crypto Yield Is Risky 32:53 Leverage Always Breaks Crypto 35:29 70% in Sui 36:54 Why Sui is Raoul's Favorite Child 40:19 Managing Sui Positions 41:35 De-Risking: When to Take Profits 42:38 Building Wealth Beyond Crypto 44:21 Gambling House on Bitcoin 45:13 What is DeepBook Protocol on Sui? 46:22 Missing out on NFTs 54:45 Is Ethereum Cooked Forever? 1:00:27 Will AI Kill Crypto? 1:02:42 AI's Rise to Sentience 1:06:37 Humans vs. AI 1:09:26 Digital Immortality 1:12:06 Finding Happiness in Simple Things 1:14:33 Embracing Imperfection in Life 1:17:55 Why Kevin can't find a Girlfriend 1:19:58 Stepping Out of Your Comfort Zone 1:21:09 Concluding Remarks Real Vision
1:23:05

E120: Raoul Pal: Welcome to phase 2 of the Banana zone! 🍌🍌 In this 90-minute enlightening and hilarious conversation, Raoul Pal unpacks why everyone — and their mom — thought the bull market was dead and collectively lost it online… while he was sipping wine and dishing out insults from the sidelines on his live streams. This is Raoul’s first appearance on a podcast in over four months — in case there was any doubt, Banana Zone Phase 2 mode is ON! Timestamps 0:00 Introduction 2:02 Partnerships: Jupiter , Kast, SUI, 2:48 Crazy Bitcoin Returns 5:09 What is KAST (old) 6:52 Explaining My Job in Crypto 8:23 Why Raoul Got Drunk on Live Streams 10:52 Why People Like Being Insulted 11:50 Self Custody with Trezor 12:44 True Wealth in Crypto 15:37 Finding the Best Risk Adjusted Bets 18:29 Mad Lads Saved Solana 19:56 How to Get Rich in Crypto Without Getting Lucky 22:55 Meme Coins & Fartcoin💨 25:13 Paranoid at All Times 29:14 Why Crypto Yield Is Risky 32:53 Leverage Always Breaks Crypto 35:29 70% in Sui 36:54 Why Sui is Raoul's Favorite Child 40:19 Managing Sui Positions 41:35 De-Risking: When to Take Profits 42:38 Building Wealth Beyond Crypto 44:21 Gambling House on Bitcoin 45:13 What is DeepBook Protocol on Sui? 46:22 Missing out on NFTs 54:45 Is Ethereum Cooked Forever? 1:00:27 Will AI Kill Crypto? 1:02:42 AI's Rise to Sentience 1:06:37 Humans vs. AI 1:09:26 Digital Immortality 1:12:06 Finding Happiness in Simple Things 1:14:33 Embracing Imperfection in Life 1:17:55 Why Kevin can't find a Girlfriend 1:19:58 Stepping Out of Your Comfort Zone 1:21:09 Concluding Remarks Real Vision

MR SHIFT 🦁

283,714 просмотров • 1 год назад

Could Some Vaults Trigger Securities Law? Yes, but It's Case by Case 'It's not critical, in my opinion, that there's no risk at all,' Sun Raghupathi (Sun) told me on the show. We got into how $67B in onchain vaults actually work, and why SEC Commissioner Hester Peirce's new statement has Crypto Twitter split. 🏦🎧 Timestamps: 📣 00:41 Cape: Get 33% off your first six months with code unchained at 🏦 00:57 What is a vault, and why DeFi needed the primitive 🎢 02:25 Sun's path from an ML PhD to launching Veda ⚙️ 04:43 The three things vault infrastructure must solve: access, control, verifiability 💰 06:45 Where vault yield actually comes from, and how it differs from TradFi 📣 10:57 Cape: Get 33% off your first six months with code unchained at 🏗️ 11:03 Veda's role as infrastructure vs. curators and distributors ⚠️ 13:06 What happens when a vault loses money, in the worst case 🛟 16:31 Why Sun is skeptical of vault insurance until a real claim gets paid 🔑 18:08 How to vet vault partners on key management, not just smart contracts 📉 20:28 The Stream Finance blowup and how curator risk-taking has changed since 📊 23:00 The metrics Sun uses to evaluate vault curators 🏛️ 24:31 Why Sun reads Hester Peirce's vault statement on vaults as bullish, not a warning 🦑 28:46 Kraken's $600M vault partnership, and Veda's competitive edge
34:04

Could Some Vaults Trigger Securities Law? Yes, but It's Case by Case 'It's not critical, in my opinion, that there's no risk at all,' Sun Raghupathi (Sun) told me on the show. We got into how $67B in onchain vaults actually work, and why SEC Commissioner Hester Peirce's new statement has Crypto Twitter split. 🏦🎧 Timestamps: 📣 00:41 Cape: Get 33% off your first six months with code unchained at 🏦 00:57 What is a vault, and why DeFi needed the primitive 🎢 02:25 Sun's path from an ML PhD to launching Veda ⚙️ 04:43 The three things vault infrastructure must solve: access, control, verifiability 💰 06:45 Where vault yield actually comes from, and how it differs from TradFi 📣 10:57 Cape: Get 33% off your first six months with code unchained at 🏗️ 11:03 Veda's role as infrastructure vs. curators and distributors ⚠️ 13:06 What happens when a vault loses money, in the worst case 🛟 16:31 Why Sun is skeptical of vault insurance until a real claim gets paid 🔑 18:08 How to vet vault partners on key management, not just smart contracts 📉 20:28 The Stream Finance blowup and how curator risk-taking has changed since 📊 23:00 The metrics Sun uses to evaluate vault curators 🏛️ 24:31 Why Sun reads Hester Peirce's vault statement on vaults as bullish, not a warning 🦑 28:46 Kraken's $600M vault partnership, and Veda's competitive edge

Laura Shin

16,463 просмотров • 17 дней назад

How NEAR Intents are Solving Crypto's Biggest Problems | Free the Money Ep. 36 Alex Shevchenko is the Co-founder and CEO of Aurora Labs and Defuse Labs, the team behind NEAR Intents, the universal liquidity protocol for on-chain markets and tokenized assets. With a PhD in Applied Physics, Alex Shevchenko 🇺🇦 has been building blockchain infrastructure since 2015 and helped launch Rainbow Bridge, Aurora, and NEAR Intents. Today, NEAR Intents’ infrastructure handles the majority of cross-chain trading volume outside same-asset transfers. •Why blockchain fragmentation is crypto's biggest obstacle to mainstream adoption •How NEAR Intents creates a universal liquidity layer across blockchains •What a fully agentic economy actually looks like and why AI agents will need their own financial infrastructure •Why open AI models are catching up to Big Tech and why personal AI could become the future •Why nearly $16 trillion in real-world assets (RWAs) could be tokenized by 2030 and why interoperability will be critical •How NEAR's ~$79 million in daily volume generates an average of ~$158,000 in daily $NEAR buybacks •Near's Confidential Intents: private cross-chain trading using a private shard and trusted execution environments (TEEs) •Why the CLARITY Act could accelerate institutional adoption and bring new capital into crypto •Why $470 billion worth of Bitcoin is exposed to quantum attacks and how NEAR Protocol is preparing with post-quantum cryptography Remember to subscribe and hit the bell "🔔" icon to get notifications. Check out my favorite privacy coin, Zano and follow Zano for updates. You can buy Zano seamlessly on MEXC using a VPN, or browse the full list of exchanges where Zano is available here: You can also find educational content, tutorials, and interviews on the official Zano YouTube Channel: 0:00 Alex's Journey from Applied Physics 2:25 The Origin Story Behind NEAR Intents & Cross-Chain Infrastructure 4:14 Blockchain Fragmentation: Liquidity, Markets & Why Crypto Still Feels Broken 8:59 How NEAR Intents Work Under the Hood (Chain Signatures, Settlement & Self-Custody) 12:52 Building the Financial Backbone of the Agentic Economy (MPP, AI & NEAR's Vision) 16:58 When Will the Agentic Economy Arrive? Alex's Prediction 18:16 Distillation & Open vs Closed AI Models 24:32 NEAR AI: Private Inference & Running AI Without Giving Up Your Data 25:31 $80M Daily Volume, $NEAR Buybacks & Tokenomics 29:41 Why RWAs Need NEAR Intents 33:37 The Agentic Economy Explained: Cross-Agent Interactions 37:17 AI Will Disrupt Subscription Models: The Case for Agentic Micropayments 40:00 Why Privacy Matters: Zano 42:02 Confidential Intents Explained 47:53 Why the CLARITY Act Could Unlock Institutional Capital for Crypto 51:29 Quantum Computing Threats & How NEAR Is Preparing with Post-Quantum Cryptography NEAR Protocol NEAR AI NEAR Mobile | Wallet & DEX
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How NEAR Intents are Solving Crypto's Biggest Problems | Free the Money Ep. 36 Alex Shevchenko is the Co-founder and CEO of Aurora Labs and Defuse Labs, the team behind NEAR Intents, the universal liquidity protocol for on-chain markets and tokenized assets. With a PhD in Applied Physics, Alex Shevchenko 🇺🇦 has been building blockchain infrastructure since 2015 and helped launch Rainbow Bridge, Aurora, and NEAR Intents. Today, NEAR Intents’ infrastructure handles the majority of cross-chain trading volume outside same-asset transfers. •Why blockchain fragmentation is crypto's biggest obstacle to mainstream adoption •How NEAR Intents creates a universal liquidity layer across blockchains •What a fully agentic economy actually looks like and why AI agents will need their own financial infrastructure •Why open AI models are catching up to Big Tech and why personal AI could become the future •Why nearly $16 trillion in real-world assets (RWAs) could be tokenized by 2030 and why interoperability will be critical •How NEAR's ~$79 million in daily volume generates an average of ~$158,000 in daily $NEAR buybacks •Near's Confidential Intents: private cross-chain trading using a private shard and trusted execution environments (TEEs) •Why the CLARITY Act could accelerate institutional adoption and bring new capital into crypto •Why $470 billion worth of Bitcoin is exposed to quantum attacks and how NEAR Protocol is preparing with post-quantum cryptography Remember to subscribe and hit the bell "🔔" icon to get notifications. Check out my favorite privacy coin, Zano and follow Zano for updates. You can buy Zano seamlessly on MEXC using a VPN, or browse the full list of exchanges where Zano is available here: You can also find educational content, tutorials, and interviews on the official Zano YouTube Channel: 0:00 Alex's Journey from Applied Physics 2:25 The Origin Story Behind NEAR Intents & Cross-Chain Infrastructure 4:14 Blockchain Fragmentation: Liquidity, Markets & Why Crypto Still Feels Broken 8:59 How NEAR Intents Work Under the Hood (Chain Signatures, Settlement & Self-Custody) 12:52 Building the Financial Backbone of the Agentic Economy (MPP, AI & NEAR's Vision) 16:58 When Will the Agentic Economy Arrive? Alex's Prediction 18:16 Distillation & Open vs Closed AI Models 24:32 NEAR AI: Private Inference & Running AI Without Giving Up Your Data 25:31 $80M Daily Volume, $NEAR Buybacks & Tokenomics 29:41 Why RWAs Need NEAR Intents 33:37 The Agentic Economy Explained: Cross-Agent Interactions 37:17 AI Will Disrupt Subscription Models: The Case for Agentic Micropayments 40:00 Why Privacy Matters: Zano 42:02 Confidential Intents Explained 47:53 Why the CLARITY Act Could Unlock Institutional Capital for Crypto 51:29 Quantum Computing Threats & How NEAR Is Preparing with Post-Quantum Cryptography NEAR Protocol NEAR AI NEAR Mobile | Wallet & DEX

Bri Teresi

178,431 просмотров • 1 месяц назад

😮 What surprised me talking to ansgar.eth: he openly admits ETH still has no clear value story after five years of being unable to break $5,000. Ethlabs' whole pitch is bringing intentionality to what ETH is actually for. 🙌 Timestamps: 🏛️ 01:26 Why the Ethereum Foundation is stepping back and the gap Ethlabs fills 🌐 04:00 What Ethereum would look like if Ethlabs succeeds 🧱 07:56 Why Ethlabs is scaling the L1 and fixing interop at the same time 🤝 10:48 How Ethlabs divides labor with the EF, Etherealize, and Consensys 📣 18:34 Fidelity: Explore crypto careers that could shape the future of finance at 🔐 19:16 Cape: Get 33% off your first six months with code unchained at 💸 20:15 Why ETH has been stuck waiting five years for its next act 🔗 24:24 Does L1 activity still drive ETH's value, and why ETH's interop lags 🔥 27:25 Why Ansgar says cheap blockspace and EIP-1559 were never intentional 🪙 33:27 Why being an Ethereum L2 isn't yet the superpower it should be 🦄 36:17 The culture at the EF and what kind of culture Ethlabs will have 🏢 39:41 The accountability loop: a two to three year runway and who Ethlabs serves 🛠️ 45:33 What DeFi founders actually need from Ethereum, per Hayden and others
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😮 What surprised me talking to ansgar.eth: he openly admits ETH still has no clear value story after five years of being unable to break $5,000. Ethlabs' whole pitch is bringing intentionality to what ETH is actually for. 🙌 Timestamps: 🏛️ 01:26 Why the Ethereum Foundation is stepping back and the gap Ethlabs fills 🌐 04:00 What Ethereum would look like if Ethlabs succeeds 🧱 07:56 Why Ethlabs is scaling the L1 and fixing interop at the same time 🤝 10:48 How Ethlabs divides labor with the EF, Etherealize, and Consensys 📣 18:34 Fidelity: Explore crypto careers that could shape the future of finance at 🔐 19:16 Cape: Get 33% off your first six months with code unchained at 💸 20:15 Why ETH has been stuck waiting five years for its next act 🔗 24:24 Does L1 activity still drive ETH's value, and why ETH's interop lags 🔥 27:25 Why Ansgar says cheap blockspace and EIP-1559 were never intentional 🪙 33:27 Why being an Ethereum L2 isn't yet the superpower it should be 🦄 36:17 The culture at the EF and what kind of culture Ethlabs will have 🏢 39:41 The accountability loop: a two to three year runway and who Ethlabs serves 🛠️ 45:33 What DeFi founders actually need from Ethereum, per Hayden and others

Laura Shin

43,311 просмотров • 1 месяц назад