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Initiating Coverage - Standard Engineering (Special Situation, Entry into multibagger industry) Fact - The company acquired a company with the promotor who was in the founding team of Ctrl S 0:00 Introduction 1:00 About SETL 5:00 Acquisition Details of Scale Energy 9:05 Expansion plans of Ctrl S 10:15 Breakup...

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Vinayak Khosla

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Hell Money

52,888 Aufrufe • vor 1 Jahr

There's a lot of conventional wisdom in Silicon Valley that Elad Gil thinks is just wrong. He dropped by South Park Commons to make a case against all of it. (01:00) Approaches to starting a company (05:30) The cofounder fallacy (06:45) Winning is the only startup culture that matters (09:00) Why more markets are open right now than ever before (11:00) The oligopoly market (21:30) Product surface area beats data as a real competitive moat (25:30) The failure mode no one discusses: bad advice for working companies (34:00) How many Jensen Huangs are hiding in plain sight right now? (43:00) Pre-scheduling exit conversations as annual board hygiene (46:30) Why micromanagement is actually underrated
44:16

There's a lot of conventional wisdom in Silicon Valley that Elad Gil thinks is just wrong. He dropped by South Park Commons to make a case against all of it. (01:00) Approaches to starting a company (05:30) The cofounder fallacy (06:45) Winning is the only startup culture that matters (09:00) Why more markets are open right now than ever before (11:00) The oligopoly market (21:30) Product surface area beats data as a real competitive moat (25:30) The failure mode no one discusses: bad advice for working companies (34:00) How many Jensen Huangs are hiding in plain sight right now? (43:00) Pre-scheduling exit conversations as annual board hygiene (46:30) Why micromanagement is actually underrated

Aditya Agarwal

72,887 Aufrufe • vor 4 Monaten

A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling
1:15:05

A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling

Delphi Digital

36,437 Aufrufe • vor 16 Tagen

This Man is Saving Bitcoin (Using Miniscript & Timelocks) [FULL EPISODE with Rob Hamilton] In the final episode of Hell Money Podcast Season 2, we wrap up our Vegas interview series with Rob Hamilton, Co-Founder & CEO of AnchorWatch. We explore: - Rob’s journey from Esports to Bitcoin twitter culture maker - Miniscript, OP_CTV, and vaults - Insurance & risk - Lloyd's of London - Bitcoin treasury companies & why greed is a sin TIMESTAMPS 0:00 Introduction to Rob Hamilton 4:15 Journey from Esports to Bitcoin 22:00 Miniscript 31:00 Bitcoin insurance & AnchorWatch 36:00 OP_CTV & Vaults 39:30 Insurance risk & Acts of God 45:00 Lloyd's of London 54:30 Timelock product ideas 1:00:00 ETH teleburn & burning a Bored Ape 1:03:00 The future of Bitcoin culture 1:12:00 Bitcoin treasury companies, greed is a sin 1:15:30 Life outside of Bitcoin, astrological dating advice 1:20:00 Poker & outro
1:24:23

This Man is Saving Bitcoin (Using Miniscript & Timelocks) [FULL EPISODE with Rob Hamilton] In the final episode of Hell Money Podcast Season 2, we wrap up our Vegas interview series with Rob Hamilton, Co-Founder & CEO of AnchorWatch. We explore: - Rob’s journey from Esports to Bitcoin twitter culture maker - Miniscript, OP_CTV, and vaults - Insurance & risk - Lloyd's of London - Bitcoin treasury companies & why greed is a sin TIMESTAMPS 0:00 Introduction to Rob Hamilton 4:15 Journey from Esports to Bitcoin 22:00 Miniscript 31:00 Bitcoin insurance & AnchorWatch 36:00 OP_CTV & Vaults 39:30 Insurance risk & Acts of God 45:00 Lloyd's of London 54:30 Timelock product ideas 1:00:00 ETH teleburn & burning a Bored Ape 1:03:00 The future of Bitcoin culture 1:12:00 Bitcoin treasury companies, greed is a sin 1:15:30 Life outside of Bitcoin, astrological dating advice 1:20:00 Poker & outro

Hell Money

90,994 Aufrufe • vor 1 Jahr

Crypto Is About To Go Parabolic - Here’s Why With avery.apt 🇺🇸, Aptos Timestamps: 0:00 Intro 2:30 Crypto’s Time to Shine 5:15 Aptos Growth in 2024 8:00 Blockchain Scaling for Adoption 10:45 Real-World Blockchain Use Cases 13:30 Stablecoins and Global Payments 16:15 Future of Decentralized Trading 19:00 Why Aptos is Different 21:45 AI and Blockchain Merge 24:30 Government and Crypto Innovation 27:15 The Next Big Crypto Wave 30:00 How Institutions Are Adopting 32:45 Trading and Market Evolution 35:30 The Future of Web3 38:15 RWA and Tokenized Assets 41:00 Private vs Public Blockchains 43:45 AI-Powered Trading and Agents 46:30 AI in Legacy Finance 49:15 Crypto’s Biggest Adoption Hurdles 52:00 The Role of Aptos Token 54:45 What’s Coming in 2025 57:30 Final Thoughts
54:06

Crypto Is About To Go Parabolic - Here’s Why With avery.apt 🇺🇸, Aptos Timestamps: 0:00 Intro 2:30 Crypto’s Time to Shine 5:15 Aptos Growth in 2024 8:00 Blockchain Scaling for Adoption 10:45 Real-World Blockchain Use Cases 13:30 Stablecoins and Global Payments 16:15 Future of Decentralized Trading 19:00 Why Aptos is Different 21:45 AI and Blockchain Merge 24:30 Government and Crypto Innovation 27:15 The Next Big Crypto Wave 30:00 How Institutions Are Adopting 32:45 Trading and Market Evolution 35:30 The Future of Web3 38:15 RWA and Tokenized Assets 41:00 Private vs Public Blockchains 43:45 AI-Powered Trading and Agents 46:30 AI in Legacy Finance 49:15 Crypto’s Biggest Adoption Hurdles 52:00 The Role of Aptos Token 54:45 What’s Coming in 2025 57:30 Final Thoughts

The Wolf Of All Streets

90,974 Aufrufe • vor 1 Jahr