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INTERVIEW: Is $LIT Cheap? | Will Price & Flip David Hoffman sits down with flip and Will Price to unpack why Lighter may be one of the most underpriced bets in the perps market. They talk about: - Whether $LIT is just a beta trade to $HYPE - Why...

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Bankless

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15,304 просмотров • 1 месяц назад •via X (Twitter)

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Lighter’s TGE is likely days away, and this is a clean short-term trade, not a long-term hold. In this video, I explain why Lighter is the strongest Hyperliquid competitor, where it may be mispriced, and my exact buy (1.5–2B FDV) and sell (5–7B FDV) levels post-TGE. If you’re getting the airdrop or trading launch volatility, this is my playbook going into year-end. 2:22 Framing this as a trade, not a long-term hold 3:38 Valuation framework: Lighter vs Hyperliquid revenue & FDV 5:51 Equity vs token debate — do fees accrue to the token? 8:57 Why VC equity holders are also token-aligned 12:03 Fair valuation: why 5B FDV makes sense 14:00 Post-TGE price action scenarios explained 16:46 Why exchange-only trading matters for TGE performance 19:55 Most likely scenarios after launch 22:11 What happens if price rips vs dumps 23:01 Where I would buy if Lighter dips 24:35 VC entry price & why 1.5B FDV matters 26:02 OTC points pricing & implied token valuation 28:51 Cost to farm points vs fair value 32:42 Defining the low-end buy zone (1.5–2B FDV) 33:46 Defining the sell zone (5–7B FDV) 35:57 Final trade plan & position management 38:26 Closing thoughts & how I’ll trade post-TGE
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Lighter’s TGE is likely days away, and this is a clean short-term trade, not a long-term hold. In this video, I explain why Lighter is the strongest Hyperliquid competitor, where it may be mispriced, and my exact buy (1.5–2B FDV) and sell (5–7B FDV) levels post-TGE. If you’re getting the airdrop or trading launch volatility, this is my playbook going into year-end. 2:22 Framing this as a trade, not a long-term hold 3:38 Valuation framework: Lighter vs Hyperliquid revenue & FDV 5:51 Equity vs token debate — do fees accrue to the token? 8:57 Why VC equity holders are also token-aligned 12:03 Fair valuation: why 5B FDV makes sense 14:00 Post-TGE price action scenarios explained 16:46 Why exchange-only trading matters for TGE performance 19:55 Most likely scenarios after launch 22:11 What happens if price rips vs dumps 23:01 Where I would buy if Lighter dips 24:35 VC entry price & why 1.5B FDV matters 26:02 OTC points pricing & implied token valuation 28:51 Cost to farm points vs fair value 32:42 Defining the low-end buy zone (1.5–2B FDV) 33:46 Defining the sell zone (5–7B FDV) 35:57 Final trade plan & position management 38:26 Closing thoughts & how I’ll trade post-TGE

VirtualBacon

54,363 просмотров • 6 месяцев назад

The firms leading in market making figured out early that infrastructure compounds. Austin Federa | 🇺🇸 sits down with Rahul Jain, Rahul Jain (Ellipsis Labs), to trace how crypto market making evolved: why being early matters, how MEV and transaction landing reshaped execution, and what it will take for onchain finance to scale beyond crypto-native users. Understanding the infrastructure layer is a prerequisite for competing with traditional trading environments. Timestamps and links below ↓ 00:00 - Introduction 03:53 - What Makes Solana Trading Different 07:17 - Trust and Retail Outcomes 12:04 - Infra Arms Race 2025 14:27 - Prop AMMs vs Order Books 17:05 - Spot Market Equilibrium 18:12 - MCP and Perps Security 21:22 - Why MCP Matters 24:25 - ACE For Safer Perps 25:47 - RWAs And Oracle Risk 29:28 - Why Retail Loves Perps 34:23 - Hypothetical VIX perps 35:29 - The Different MCP Camps 37:07 - Latency And Block Full 40:41 - Conclusion
42:09

The firms leading in market making figured out early that infrastructure compounds. Austin Federa | 🇺🇸 sits down with Rahul Jain, Rahul Jain (Ellipsis Labs), to trace how crypto market making evolved: why being early matters, how MEV and transaction landing reshaped execution, and what it will take for onchain finance to scale beyond crypto-native users. Understanding the infrastructure layer is a prerequisite for competing with traditional trading environments. Timestamps and links below ↓ 00:00 - Introduction 03:53 - What Makes Solana Trading Different 07:17 - Trust and Retail Outcomes 12:04 - Infra Arms Race 2025 14:27 - Prop AMMs vs Order Books 17:05 - Spot Market Equilibrium 18:12 - MCP and Perps Security 21:22 - Why MCP Matters 24:25 - ACE For Safer Perps 25:47 - RWAs And Oracle Risk 29:28 - Why Retail Loves Perps 34:23 - Hypothetical VIX perps 35:29 - The Different MCP Camps 37:07 - Latency And Block Full 40:41 - Conclusion

Validated

27,660 просмотров • 2 месяцев назад

INTERVIEW: Arthur Hayes - The AI Crash That Could Send bitcoin:native to $1M Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks. Inside the episode: - AI CapEx mania - Why ethereum:native looks cheap - Oil as the macro bear case - “The Fed can’t print Moore’s Law” - How an AI credit event could send money back into crypto - Why Hyperliquid can challenge Binance - Why the inventor of perps says not to use leverage --- TIMESTAMPS 0:00 Why Arthur Sold HYPE, NEAR and ZEC 4:26 The AI Trade Starts to Look Crowded 6:25 How Arthur Is Positioned Now 7:15 Crypto’s Strange Market Dispersion 11:09 Oil, Iran and the Fake-Out Risk 14:16 Why the Iran Deal May Not Be Durable 17:29 Can AI Survive Higher Oil? 21:20 The AI Bubble Thesis 26:11 China’s Cheap AI Threat 30:38 The Credit Event Arthur Is Watching 35:51 The 2028 Perfect Storm 39:45 Why AI Is Draining Crypto’s Bull Market 44:28 Arthur on Inventing Perps 48:11 Why Perps Could Eat Wall Street 51:18 Socialized Loss Explained 53:21 Onshore vs Offshore Perps 55:50 Why Hyperliquid Can Flip Binance 56:30 The Perp Inventor Does Not Use Leverage
58:16

INTERVIEW: Arthur Hayes - The AI Crash That Could Send bitcoin:native to $1M Arthur thinks the AI trade is sucking the oxygen out of crypto, and the real opportunity may come after the AI bubble cracks. Inside the episode: - AI CapEx mania - Why ethereum:native looks cheap - Oil as the macro bear case - “The Fed can’t print Moore’s Law” - How an AI credit event could send money back into crypto - Why Hyperliquid can challenge Binance - Why the inventor of perps says not to use leverage --- TIMESTAMPS 0:00 Why Arthur Sold HYPE, NEAR and ZEC 4:26 The AI Trade Starts to Look Crowded 6:25 How Arthur Is Positioned Now 7:15 Crypto’s Strange Market Dispersion 11:09 Oil, Iran and the Fake-Out Risk 14:16 Why the Iran Deal May Not Be Durable 17:29 Can AI Survive Higher Oil? 21:20 The AI Bubble Thesis 26:11 China’s Cheap AI Threat 30:38 The Credit Event Arthur Is Watching 35:51 The 2028 Perfect Storm 39:45 Why AI Is Draining Crypto’s Bull Market 44:28 Arthur on Inventing Perps 48:11 Why Perps Could Eat Wall Street 51:18 Socialized Loss Explained 53:21 Onshore vs Offshore Perps 55:50 Why Hyperliquid Can Flip Binance 56:30 The Perp Inventor Does Not Use Leverage

Bankless

302,185 просмотров • 25 дней назад

Hyperliquid and Polymarket dominate in the West. In Asia, there is no equivalent. TurboFlow is building it. Tony (TurboFlow) joins Stateful, hosted by Mason Nystrom. In this episode, they discuss why Asia has been missing a world-class trading platform and how TurboFlow is building it: - Asian traders operate in communities, not alone. That changes everything about product design. - Prediction markets beat perps for retail: click yes or no on anything. No margin knowledge needed. - $9 trillion in perps volume in 2025. Still only 75K to 200K daily active traders on-chain. - Bear markets are for building. Competitors go to sleep. You lay the foundation. - 18-month goal: dominate Asian prediction markets and expand to 50 assets including RWAs and FX. 00:00 Why Asia Has No Hyperliquid or Polymarket 01:56 The Perps Market Today: $9 Trillion, Only 200K Daily Traders 06:07 Why Prediction Markets Beat Perps for Retail 11:18 What Actually Matters When Building a Trading Platform 14:45 Lessons from Co-Founding Amber Group 18:46 Quick Fire: Bear Market Timing, 18-Month Roadmap
22:24

Hyperliquid and Polymarket dominate in the West. In Asia, there is no equivalent. TurboFlow is building it. Tony (TurboFlow) joins Stateful, hosted by Mason Nystrom. In this episode, they discuss why Asia has been missing a world-class trading platform and how TurboFlow is building it: - Asian traders operate in communities, not alone. That changes everything about product design. - Prediction markets beat perps for retail: click yes or no on anything. No margin knowledge needed. - $9 trillion in perps volume in 2025. Still only 75K to 200K daily active traders on-chain. - Bear markets are for building. Competitors go to sleep. You lay the foundation. - 18-month goal: dominate Asian prediction markets and expand to 50 assets including RWAs and FX. 00:00 Why Asia Has No Hyperliquid or Polymarket 01:56 The Perps Market Today: $9 Trillion, Only 200K Daily Traders 06:07 Why Prediction Markets Beat Perps for Retail 11:18 What Actually Matters When Building a Trading Platform 14:45 Lessons from Co-Founding Amber Group 18:46 Quick Fire: Bear Market Timing, 18-Month Roadmap

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31,549 просмотров • 9 дней назад

🚨 $HIMS Q1 EARNINGS BREAKDOWN Thanks to The Psycho Analyst for coming on the show! We cover Q1 earnings, the Novo GLP-1 saga, Ro's competitive threat, peptides, wearables, insider selling, and why Brian is still long $HIMS. I think both Hims bulls and bears will enjoy this one! 00:56 - Meet Brian Birnbaum 01:51 - Why “The Psycho Analyst” 03:03 - Market psychology and Hims 04:38 - Q1 numbers that actually matter 07:07 - Bullish revenue guidance 07:56 - Gross margins 10:17 - Testosterone and Wegovy scale 13:26 - Branded GLPs 14:30 - Subscribers, churn, and Q2 guidance 19:02 - Novo lawsuit aftermath 21:41 - Volatility and conviction 23:53 - Why Brian trusts Andrew 25:25 - International risk and Ro pressure 28:22 - Ro’s domestic momentum 31:08 - Is Ro preparing to IPO? 32:14 - Peptides 34:39 - Why best beats first 36:34 - Speed 40:40 - The AI doctor thesis 41:19 - Wearables 46:59 - Insider selling 50:30 - Valuing a venture-stage public company 52:35 - Broader market outlook 58:33 - Final takeaways Not financial, legal, or medical advice
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🚨 $HIMS Q1 EARNINGS BREAKDOWN Thanks to The Psycho Analyst for coming on the show! We cover Q1 earnings, the Novo GLP-1 saga, Ro's competitive threat, peptides, wearables, insider selling, and why Brian is still long $HIMS. I think both Hims bulls and bears will enjoy this one! 00:56 - Meet Brian Birnbaum 01:51 - Why “The Psycho Analyst” 03:03 - Market psychology and Hims 04:38 - Q1 numbers that actually matter 07:07 - Bullish revenue guidance 07:56 - Gross margins 10:17 - Testosterone and Wegovy scale 13:26 - Branded GLPs 14:30 - Subscribers, churn, and Q2 guidance 19:02 - Novo lawsuit aftermath 21:41 - Volatility and conviction 23:53 - Why Brian trusts Andrew 25:25 - International risk and Ro pressure 28:22 - Ro’s domestic momentum 31:08 - Is Ro preparing to IPO? 32:14 - Peptides 34:39 - Why best beats first 36:34 - Speed 40:40 - The AI doctor thesis 41:19 - Wearables 46:59 - Insider selling 50:30 - Valuing a venture-stage public company 52:35 - Broader market outlook 58:33 - Final takeaways Not financial, legal, or medical advice

Hims House

48,241 просмотров • 2 месяцев назад

LIVE NOW - How Lighter's Ethereum L2 Perp DEX Handled Liquidations 10 days after Lighter mainnet, a $19B liquidation wave slammed crypto. We asked the founder. Vladimir Novakovski, how Lighter, a ZK L2 Perp DEX on Ethereum was capable of handling the crash. We dig into: - ADL vs. LLP. - trader-first design. - why verifiability (not vibes) should govern order matching and liquidations. - why Lighter chose custom ZK circuits over a generalized ZKVM. - L1 vs L2 tradeoffs. - what’s next: Spot, universal cross-margin, and a ZKVM sidecar for a broader platform play. Enjoy. -------------- TIMESTAMPS 0:00 Intro 3:04 Guest Intro & ZK L2 “Why” 4:58 L2 Security & Verifiability 11:35 Verifiable Matching & Liquidations 14:02 Mainnet Launch & Liquidation Stress Test 18:16 Outage: Timeline & Make-Good 18:58 Scorecard: Lighter vs Hyperliquid vs Binance 22:20 ADL 101: Why Automated Deleveraging Exists 32:32 “Customer-First” Design Stance 38:32 Takeaways: Transparency, Proofs, Details 41:48 Causes Considered & Vlad’s Market Lens 49:31 Why a Perp DEX: Product & Fit 57:42 L1 vs L2: Tradeoffs, Sovereignty, Incentives 1:06:45 Roadmap: Spot, ZKVM Sidecar, Cross-Margin, New Markets 1:11:21 Points, Token Timing & Transparency 1:15:31 Closing Thoughts
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LIVE NOW - How Lighter's Ethereum L2 Perp DEX Handled Liquidations 10 days after Lighter mainnet, a $19B liquidation wave slammed crypto. We asked the founder. Vladimir Novakovski, how Lighter, a ZK L2 Perp DEX on Ethereum was capable of handling the crash. We dig into: - ADL vs. LLP. - trader-first design. - why verifiability (not vibes) should govern order matching and liquidations. - why Lighter chose custom ZK circuits over a generalized ZKVM. - L1 vs L2 tradeoffs. - what’s next: Spot, universal cross-margin, and a ZKVM sidecar for a broader platform play. Enjoy. -------------- TIMESTAMPS 0:00 Intro 3:04 Guest Intro & ZK L2 “Why” 4:58 L2 Security & Verifiability 11:35 Verifiable Matching & Liquidations 14:02 Mainnet Launch & Liquidation Stress Test 18:16 Outage: Timeline & Make-Good 18:58 Scorecard: Lighter vs Hyperliquid vs Binance 22:20 ADL 101: Why Automated Deleveraging Exists 32:32 “Customer-First” Design Stance 38:32 Takeaways: Transparency, Proofs, Details 41:48 Causes Considered & Vlad’s Market Lens 49:31 Why a Perp DEX: Product & Fit 57:42 L1 vs L2: Tradeoffs, Sovereignty, Incentives 1:06:45 Roadmap: Spot, ZKVM Sidecar, Cross-Margin, New Markets 1:11:21 Points, Token Timing & Transparency 1:15:31 Closing Thoughts

Bankless

113,881 просмотров • 9 месяцев 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 (fka Zashi) 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 (fka Zashi) 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 🦁

575,445 просмотров • 4 месяцев назад

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

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

MR SHIFT 🦁

591,936 просмотров • 1 месяц назад

LIVE NOW - How Coinwatch Is Exposing Market Maker Manipulation Crypto's murky market making practices are finally getting sunlight. We sit down with coinwatch co-founders Matt Jobbe Duval and Brian Tubergen to uncover how market makers have been quietly influencing token prices, the call-option structures enabling extraction, and how shady tactics have hurt retail. Then, we explore how Coinwatch Track is bringing real-time transparency to the space using trusted execution environments (TEEs), giving projects verifiable insights into what market makers are really doing with their tokens—and why this might just restore trust and open the door for more liquid capital to enter crypto. -------------- TIMESTAMPS 0:00 Intro 0:30 Market Makers 101 7:25 Why the Bad Reputation? 14:25 TradFi Market Makers 16:34 Market Making Business Model 21:34 The Positive Case 23:22 Market Making Cabals 33:36 Matt & Brian Backgrounds 40:03 Coinwatch 101 46:33 Why Coinwatch? 51:31 The Bull Case 56:51 Call to Action 57:38 Closing & Disclaimers
58:32

LIVE NOW - How Coinwatch Is Exposing Market Maker Manipulation Crypto's murky market making practices are finally getting sunlight. We sit down with coinwatch co-founders Matt Jobbe Duval and Brian Tubergen to uncover how market makers have been quietly influencing token prices, the call-option structures enabling extraction, and how shady tactics have hurt retail. Then, we explore how Coinwatch Track is bringing real-time transparency to the space using trusted execution environments (TEEs), giving projects verifiable insights into what market makers are really doing with their tokens—and why this might just restore trust and open the door for more liquid capital to enter crypto. -------------- TIMESTAMPS 0:00 Intro 0:30 Market Makers 101 7:25 Why the Bad Reputation? 14:25 TradFi Market Makers 16:34 Market Making Business Model 21:34 The Positive Case 23:22 Market Making Cabals 33:36 Matt & Brian Backgrounds 40:03 Coinwatch 101 46:33 Why Coinwatch? 51:31 The Bull Case 56:51 Call to Action 57:38 Closing & Disclaimers

Bankless

25,118 просмотров • 1 год назад

Bits + Bips: Why Crypto's Next Step Is Perps, Tokenized Stocks and Altcoin ETFs James Seyffart, Ram Ahluwalia CFA, Lumida, Noelle Acheson + Thomas Uhm break down: 💥 Robinhood’s tokenized stocks and its own L2 🤑 Perps could “eat the world” 🌐 TradFi + crypto are converging fast 🤔 Should Powell listen to Trump? 👀 The next crypto ETFs Timestamps: 🎬 0:00 Intro 👔 2:25 Tom’s path from Jane Street to crypto 💸 5:50 Why Jito’s yield model works + the importance of market makers 📊 12:47 Whether tokenized U.S. stocks actually solve anything for investors 🌍 31:47 Why Tom says “perps are going to eat the world” 🏦 39:25 How perps could sneak their way into traditional finance 📉 41:43 Whether perps are a better instrument than futures 🧠 50:51 Why James thinks we’re heading into an altcoin ETF summer 📥 56:01 How liquid staking is critical in the context of ETFs with staking 📈 1:05:06 Why the S&P 500 keeps hitting all-time highs ⚠️ 1:07:43 Ram lays out the risks of 1% interest rates Thank you to Bitwise for sponsoring this episode!
1:15:58

Bits + Bips: Why Crypto's Next Step Is Perps, Tokenized Stocks and Altcoin ETFs James Seyffart, Ram Ahluwalia CFA, Lumida, Noelle Acheson + Thomas Uhm break down: 💥 Robinhood’s tokenized stocks and its own L2 🤑 Perps could “eat the world” 🌐 TradFi + crypto are converging fast 🤔 Should Powell listen to Trump? 👀 The next crypto ETFs Timestamps: 🎬 0:00 Intro 👔 2:25 Tom’s path from Jane Street to crypto 💸 5:50 Why Jito’s yield model works + the importance of market makers 📊 12:47 Whether tokenized U.S. stocks actually solve anything for investors 🌍 31:47 Why Tom says “perps are going to eat the world” 🏦 39:25 How perps could sneak their way into traditional finance 📉 41:43 Whether perps are a better instrument than futures 🧠 50:51 Why James thinks we’re heading into an altcoin ETF summer 📥 56:01 How liquid staking is critical in the context of ETFs with staking 📈 1:05:06 Why the S&P 500 keeps hitting all-time highs ⚠️ 1:07:43 Ram lays out the risks of 1% interest rates Thank you to Bitwise for sponsoring this episode!

Laura Shin

22,728 просмотров • 1 год назад

LIVE NOW - The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque. Diogenes of Patagon Markets breaks down how it actually works: - which deals Anthropic blesses and which get cease-and-desists, - why fake share certificates show up in 10-20% of executed deals, - what tokenized equities and pre-IPO perps actually represent, - and the mess of lawsuits and stuck shares coming when Anthropic finally IPOs. Enjoy. -------------- TIMESTAMPS 0:00 Intro 0:40 What is Going on in Secondary Markets? 7:03 How Anthropic Secondary Markets Unfold 14:51 Anthropic’s Secondaries Social Elite 19:00 Emerging SPV Structure 21:51 Accidental Frauds? 27:04 After IPO Consequences 35:13 Private Market Lessons 38:21 Patagon Markets 43:54 Tokenized Perps 44:57 Closing Thoughts
45:47

LIVE NOW - The $200 Billion Shadow Market Behind Anthropic's Stock | Dio Casares Anthropic's secondary market is tens of billions of dollars deep, stacked with SPVs on top of SPVs charging 10% fees plus carry, and almost entirely opaque. Diogenes of Patagon Markets breaks down how it actually works: - which deals Anthropic blesses and which get cease-and-desists, - why fake share certificates show up in 10-20% of executed deals, - what tokenized equities and pre-IPO perps actually represent, - and the mess of lawsuits and stuck shares coming when Anthropic finally IPOs. Enjoy. -------------- TIMESTAMPS 0:00 Intro 0:40 What is Going on in Secondary Markets? 7:03 How Anthropic Secondary Markets Unfold 14:51 Anthropic’s Secondaries Social Elite 19:00 Emerging SPV Structure 21:51 Accidental Frauds? 27:04 After IPO Consequences 35:13 Private Market Lessons 38:21 Patagon Markets 43:54 Tokenized Perps 44:57 Closing Thoughts

Bankless

444,113 просмотров • 2 месяцев назад

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers
1:03:42

LIVE NOW - Tom Lee & Arthur Hayes: How Crypto Flips Wall Street This might be the most bullish Bankless episode ever. Thomas (Tom) Lee (not drummer) FundstratDirect.com & Arthur Hayes go on record: - BTC: $200–250k - ETH: $10–12k They unpack Bitmine (NYSE-BMNR) $ETH’s ETH accumulation, tokenization, stablecoins, perps vs. leveraged ETFs, prediction markets vs. TradFi, and why banks are turning into on-chain tech companies. A must-listen. 🎧 -------------- TIMESTAMPS 0:00 Intro 0:42 BTC All Time Highs 5:07 ETH Performance & Bitmine 9:32 DATs Market 15:26 4-Year Cycles 25:32 5% Bitmine’s Target 28:00 Tom’s Involvement in Ethereum 32:42 ETH’s Position 38:37 Compute for Finance 40:53 Tether’s $500B Valuation 44:57 USDT Flips BTC? 46:35 Crypto Equities 48:26 Hacks & Exploits 50:39 Financial Entertainment 55:13 Perps 58:38 Price Targets 1:00:45 2026 Wish List 1:03:06 Closing & Disclaimers

Bankless

178,311 просмотров • 9 месяцев назад

The U.S. government is nearly $40 trillion in debt, a fact that pretty much guarantees exciting times ahead. Coleman Church on what comes next. (0:00) Debt Trading and Emerging Markets Debt (8:58) The IMF's Role in American Foreign Policy (16:08) What Will the Banks Do With Ukraine? (17:17) What Is a Debt Crisis? (23:06) Will America's Financial Dominance End? (25:27) The Seizing of the Russian Reserves (26:19) Why Gold Is a Better Investment Than the Stock Market (28:57) How the Fed Is Secretly Destroying Free Market Capitalism (31:23) What Is Deflation? (34:37) How Do We Fix the Deficit Problem? (45:45) How Safe Is the Stock Market? (53:32) How Is AI Impacting the Market? (1:00:00) What Happened to All the Concern About Climate Change? (1:01:45) What Is ESG? (1:07:59) What Is the Alternative to Investing in the Stock Market? (1:12:07) Is Crypto the Next Global Reserve Currency? (1:23:38) Could Crypto Be Weaponized by the Government? (1:24:23) What Do We Know About Global Gold Reserves? (1:31:51) The Unintended Consequences of the 2008 Financial Crisis Bailouts (1:43:19) What Would Happen if the United States Needed a Bailout?
1:45:11

The U.S. government is nearly $40 trillion in debt, a fact that pretty much guarantees exciting times ahead. Coleman Church on what comes next. (0:00) Debt Trading and Emerging Markets Debt (8:58) The IMF's Role in American Foreign Policy (16:08) What Will the Banks Do With Ukraine? (17:17) What Is a Debt Crisis? (23:06) Will America's Financial Dominance End? (25:27) The Seizing of the Russian Reserves (26:19) Why Gold Is a Better Investment Than the Stock Market (28:57) How the Fed Is Secretly Destroying Free Market Capitalism (31:23) What Is Deflation? (34:37) How Do We Fix the Deficit Problem? (45:45) How Safe Is the Stock Market? (53:32) How Is AI Impacting the Market? (1:00:00) What Happened to All the Concern About Climate Change? (1:01:45) What Is ESG? (1:07:59) What Is the Alternative to Investing in the Stock Market? (1:12:07) Is Crypto the Next Global Reserve Currency? (1:23:38) Could Crypto Be Weaponized by the Government? (1:24:23) What Do We Know About Global Gold Reserves? (1:31:51) The Unintended Consequences of the 2008 Financial Crisis Bailouts (1:43:19) What Would Happen if the United States Needed a Bailout?

Tucker Carlson

2,594,220 просмотров • 6 месяцев назад

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor
58:39

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation in crypto markets is starting to outpace traditional finance. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:11 - Is AI a bubble? 4:37 - Stock market fundamentals vs macro 7:59 - Inside Tom Lee’s “Granny Shots” ETF 12:34 - The rise and impact of humanoid robots 18:28 - Why economic data is broken 22:41 - Prediction markets and tokenized finance 27:31 - Breakout crypto products 33:38 - Gold vs Bitcoin 37:36 - Is the bitcoin 4-year cycle over? 41:38 - The most hated stock market rally? 45:49 - Ethereum supercycle and BitMine 53:45 - 2026 market outlook 55:44 - Retail activism and Opendoor

Anthony Pompliano 🌪

356,399 просмотров • 8 месяцев назад

Today on MCG: | Marketing Collector Crypt Collector Crypt is the #1 consumer app on Solana right now, on pace for $85M in May revenue with $30M in inventory on-chain BassBuddah breaks down the ComicBook.com partnership (40M users), the Loopscale lending integration that lets you borrow against your Charizard, the Metaplex compressed NFT work, and where the token is headed once regulation catches up 👇 00:02 - Intro 01:40 - The King welcomed back 02:41 - Soft rebrand reveal, new logo 03:23 - ComicBook.com partnership 04:30 - The gotcha machine guarantees authenticity and quality 05:08 - The pitch 05:50 - Proving any collectible can be tokenized, not just TCG's 06:51 - "We are 5% loading"...Pokemon is 85% of revenue, One Piece 10%, sports 5% 07:18 - Splitting basketball, baseball, and football into their own gotcha machines 07:50 - Sports cards on a tear 09:35 - Loopscale partnership announced 11:05 - Borrow 40-75% of your Charizard's value in USDC, pay back, get the card back 13:15 - White-label thesis 15:36 - Slabz fanboy 17:07 - IRL vending machines as the next frontier 18:42 - Brick and mortar storefronts, grading partnerships, event activations on the roadmap 19:10 - Ebay and Gamestop tension 22:48 - $CARDS token primer 27:51 - $42K airdropped to $CARDS holders this month 30:33 - Compliance disclaimer 31:36 - "30 million in inventory" backed by the company, hopeful one day backed by the token 32:33 - DAT strategy 36:53 - Yield idea 37:39 - Marketplace update 39:58 - USDC offers, counteroffers, username profiles, in-app messaging 41:33 - One-of-a-kind escrow 42:06 - Lifetime buyback dashboard 43:02 - Trustless card-for-card trades, zero fee, any category for any category 45:53 - Why TCG projects support each other 48:43 - Why TCG's blew back up 51:39 - Buybacks confirmed as a priority 52:44 - "We are the number one consumer app on Solana right now" 53:50 - Why this is Solana RWA product-market fit 55:00 - LA Collecticon June 12 57:50 - Miami strategy 59:13 - Ansem connection clarified 1:01:24 - Future livestreams 1:06:29 - Closing analysis 1:08:42 - Takeaways 1:12:54 - Why isn't $CARDS on a CEX yet?
1:17:04

Today on MCG: | Marketing Collector Crypt Collector Crypt is the #1 consumer app on Solana right now, on pace for $85M in May revenue with $30M in inventory on-chain BassBuddah breaks down the ComicBook.com partnership (40M users), the Loopscale lending integration that lets you borrow against your Charizard, the Metaplex compressed NFT work, and where the token is headed once regulation catches up 👇 00:02 - Intro 01:40 - The King welcomed back 02:41 - Soft rebrand reveal, new logo 03:23 - ComicBook.com partnership 04:30 - The gotcha machine guarantees authenticity and quality 05:08 - The pitch 05:50 - Proving any collectible can be tokenized, not just TCG's 06:51 - "We are 5% loading"...Pokemon is 85% of revenue, One Piece 10%, sports 5% 07:18 - Splitting basketball, baseball, and football into their own gotcha machines 07:50 - Sports cards on a tear 09:35 - Loopscale partnership announced 11:05 - Borrow 40-75% of your Charizard's value in USDC, pay back, get the card back 13:15 - White-label thesis 15:36 - Slabz fanboy 17:07 - IRL vending machines as the next frontier 18:42 - Brick and mortar storefronts, grading partnerships, event activations on the roadmap 19:10 - Ebay and Gamestop tension 22:48 - $CARDS token primer 27:51 - $42K airdropped to $CARDS holders this month 30:33 - Compliance disclaimer 31:36 - "30 million in inventory" backed by the company, hopeful one day backed by the token 32:33 - DAT strategy 36:53 - Yield idea 37:39 - Marketplace update 39:58 - USDC offers, counteroffers, username profiles, in-app messaging 41:33 - One-of-a-kind escrow 42:06 - Lifetime buyback dashboard 43:02 - Trustless card-for-card trades, zero fee, any category for any category 45:53 - Why TCG projects support each other 48:43 - Why TCG's blew back up 51:39 - Buybacks confirmed as a priority 52:44 - "We are the number one consumer app on Solana right now" 53:50 - Why this is Solana RWA product-market fit 55:00 - LA Collecticon June 12 57:50 - Miami strategy 59:13 - Ansem connection clarified 1:01:24 - Future livestreams 1:06:29 - Closing analysis 1:08:42 - Takeaways 1:12:54 - Why isn't $CARDS on a CEX yet?

MCG

107,440 просмотров • 2 месяцев назад

LIVE NOW - Is The Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto Joey Krug (Founders Fund partner, former Pantera Capital co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture. We dig into: - The prediction markets breakout (and why Polymarket finally found product-market fit). - The coming regulatory fights around market structure and “insider” edges. - What’s next for founders building in a post-cypherpunk, distribution-first phase of crypto. Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 5:45 Is Crypto-Native Dead? 16:37 Lessons From Augur 20:29 Prediction Market’s Success 25:24 Just Gambling? 27:50 Prediction Market Regulation 41:03 Founders Fund Polymarket Bet 44:37 FBI Raid 46:47 Founders Fund Crypto Investment Thesis 53:46 DATs 57:02 Layer1 Valuation 1:00:40 ETH Valuation 1:04:32 What Would Joey Build Today? 1:06:13 Crypto x AI 1:10:09 Frontier Tech x Crypto 1:14:26 4-Year Cycles 1:16:16 Less Upside in Crypto Now? 1:19:37 Crypto Privacy 1:20:41 Last & Next Decade 1:23:05 Closing & Disclaimers
1:23:50

LIVE NOW - Is The Crypto-Native Era Coming to an End? - Lessons from 10 Years in Crypto Joey Krug (Founders Fund partner, former Pantera Capital co-CIO, and Augur co-founder) returns to unpack whether the “crypto-native era” is fading as institutions and mainstream apps adopt crypto rails without adopting crypto culture. We dig into: - The prediction markets breakout (and why Polymarket finally found product-market fit). - The coming regulatory fights around market structure and “insider” edges. - What’s next for founders building in a post-cypherpunk, distribution-first phase of crypto. Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 5:45 Is Crypto-Native Dead? 16:37 Lessons From Augur 20:29 Prediction Market’s Success 25:24 Just Gambling? 27:50 Prediction Market Regulation 41:03 Founders Fund Polymarket Bet 44:37 FBI Raid 46:47 Founders Fund Crypto Investment Thesis 53:46 DATs 57:02 Layer1 Valuation 1:00:40 ETH Valuation 1:04:32 What Would Joey Build Today? 1:06:13 Crypto x AI 1:10:09 Frontier Tech x Crypto 1:14:26 4-Year Cycles 1:16:16 Less Upside in Crypto Now? 1:19:37 Crypto Privacy 1:20:41 Last & Next Decade 1:23:05 Closing & Disclaimers

Bankless

12,983 просмотров • 6 месяцев назад

My discussion on how and why $STRC works with Jordan Walker. 00:00 Intro 00:51 - CJ Joins The Bitcoin Team At Strategy 02:12 - What CJ Actually Does Day To Day 05:25 - Behind The Scenes On Saylor’s Messaging And Strategy’s Content 08:34 - What CJ’s Learned Working Closely With Saylor 11:22 - Why Strategy Uses AI So Aggressively 14:21 - How The Bitcoin And Software Sides Fit Together Internally 17:07 - The Big Picture Strategy Model Explained (Jesse Meyers Graphic) 24:27 - What Stretch Is And Why It Exists 27:27 - How Stretch Helps Strategy Buy More Bitcoin 31:07 - How The Stretch Dividend Rate Gets Set And Adjusted 34:43 - Stretch Vs Stablecoin Yield 38:44 - Why Stretch Could Be Strategy’s “iPhone Moment” 41:41 - Who Can Copy This Model And Why Size Matters 44:46 - Using Stretch To Build Products Outside The US 46:28 - A UK Bank Product Backed By Stretch 47:48 - Why Stretch Is Attractive For Businesses Holding Cash 50:07 - Bitcoin For Corporations Is Now Stretch 52:53 - Where To Learn More And What’s Coming Next
55:33

My discussion on how and why $STRC works with Jordan Walker. 00:00 Intro 00:51 - CJ Joins The Bitcoin Team At Strategy 02:12 - What CJ Actually Does Day To Day 05:25 - Behind The Scenes On Saylor’s Messaging And Strategy’s Content 08:34 - What CJ’s Learned Working Closely With Saylor 11:22 - Why Strategy Uses AI So Aggressively 14:21 - How The Bitcoin And Software Sides Fit Together Internally 17:07 - The Big Picture Strategy Model Explained (Jesse Meyers Graphic) 24:27 - What Stretch Is And Why It Exists 27:27 - How Stretch Helps Strategy Buy More Bitcoin 31:07 - How The Stretch Dividend Rate Gets Set And Adjusted 34:43 - Stretch Vs Stablecoin Yield 38:44 - Why Stretch Could Be Strategy’s “iPhone Moment” 41:41 - Who Can Copy This Model And Why Size Matters 44:46 - Using Stretch To Build Products Outside The US 46:28 - A UK Bank Product Backed By Stretch 47:48 - Why Stretch Is Attractive For Businesses Holding Cash 50:07 - Bitcoin For Corporations Is Now Stretch 52:53 - Where To Learn More And What’s Coming Next

Chaitanya Jain

96,491 просмотров • 4 месяцев назад

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up
54:09

Why You Only Have Until 2030 to Build Wealth w/ Real Vision Founder Raoul Pal Gold is moving. Crypto isn’t. Raoul explains why that divergence has happened before and what usually follows for Bitcoin when liquidity catches up. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:52 – Why the 2026 Crypto Cycle Is Different 03:50 – Global Liquidity: The Real Driver of Crypto 09:08 – Raoul Pal x Milk Road PRO Offer 09:22 – The Damage From the Biggest Crypto Liquidation 12:29 – When Retail Comes Back to Crypto 14:31 – $BTC vs Gold: The Catch-Up Trade 16:18 – The Macro Case for a 5-Year Cycle 18:33 – What Happens After This Cycle Ends 20:05 – How Crypto Grows From $3T to $100T 23:21 – Bridge 23:55 – Chainlink 24:15 – Crypto’s Ethos vs Institutional Adoption 28:22 – The Mistakes That Destroy Long-Term Wealth 32:57 – Crypto in a Post-AGI World 36:05 – Raoul Pal’s Portfolio Framework 38:00 – AI Sectors That Could Explode 40:02 – Why Humans Still Matter 46:51 – Why the Clarity Act Matters 47:38 – Raoul’s Best & Worst Calls 52:53 – Wrap-Up

Milk Road

220,592 просмотров • 5 месяцев назад