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NEW EP: Why AI Agents Need Better Blockchain Data with Marcel Fohrmann While the hype of the narrative has slowed, the developments in ai x crypto have accelerated. In today's episode, sits down with Marcel Fohrmann- 1337 🦑 from sqd.ai to cover: > Why Current Data Infra Can't Scale...

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The Rollup

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15,754 görüntüleme • 1 yıl önce •via X (Twitter)

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@helloSQD @ayyyeandy @I_1337_I Bullish on $SQD

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@ayyyeandy @I_1337_I @helloSQD $SQD is the way 🤝

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@I_1337_I @helloSQD Good ep Marcel🫡

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NEW EP: How Blockchain Fixes AI's Biggest Problem with Anand Iyer The race to control AI isn’t complete without crypto having a say. In today's episode, Andy sits down with anand iyer to explore: > Why $300B Went to Centralized AI vs $1B to Decentralized > How One Developer Could Code the Next Billion Dollar AI Company > Why Teenagers Are Using ChatGPT as Their Therapist > The Case for Staking Against AGI > Why AI Tokens Doubled While Everything Else Crashed > How Crypto's Capital Coordination Could Reshape AI Ownership Full episode links below. Timestamps: 00:00 Intro 00:58 Magic Ad 01:26 Starknet Ad 01:52 Anand’s Investing Thesis 06:29 Data Center Arms Race 13:31 AI Power Consumption 21:26 Training and Enhancing AI Models 26:33 SummerFi Ad 27:15 Mantle Ad 27:56 AI Crypto Company Challenges 35:01 Centralized AI Sentiment Change 39:05 Onchain IPO Era 45:26 New Models for AI Founders 48:43 Anand Reacts to Tweets
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NEW EP: How Blockchain Fixes AI's Biggest Problem with Anand Iyer The race to control AI isn’t complete without crypto having a say. In today's episode, Andy sits down with anand iyer to explore: > Why $300B Went to Centralized AI vs $1B to Decentralized > How One Developer Could Code the Next Billion Dollar AI Company > Why Teenagers Are Using ChatGPT as Their Therapist > The Case for Staking Against AGI > Why AI Tokens Doubled While Everything Else Crashed > How Crypto's Capital Coordination Could Reshape AI Ownership Full episode links below. Timestamps: 00:00 Intro 00:58 Magic Ad 01:26 Starknet Ad 01:52 Anand’s Investing Thesis 06:29 Data Center Arms Race 13:31 AI Power Consumption 21:26 Training and Enhancing AI Models 26:33 SummerFi Ad 27:15 Mantle Ad 27:56 AI Crypto Company Challenges 35:01 Centralized AI Sentiment Change 39:05 Onchain IPO Era 45:26 New Models for AI Founders 48:43 Anand Reacts to Tweets

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HK Consensus 2025 SPECIAL EP 8: Ram Kumar on AGI, Specialized Intelligence, and Agent Infrastructure Crypto needs AI that actually... understands crypto, not just slapping ChatGPT onto existing apps. In today's episode, Andy sits down with Ram of Openledger to explore: > The AI Hype Cycle > Speculation vs. Real AI Use Cases > The AI Infrastructure Stack > AI Agents as Smart Onchain Apps > What’s Next for AI in Crypto? Full episode links below. Timestamps: 00:00 Intro 00:41 Frax Ad 01:08 Global Conference Differences 02:01 What’s Next for Crypto AI? 06:12 AI Agent Infrastructure 10:29 Future of AI Agent Interactions 13:45 Mantle Ad 14:27 Redstone Ad 14:56 Building Specialized Agents 19:12 OpenLedger’s Value
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HK Consensus 2025 SPECIAL EP 8: Ram Kumar on AGI, Specialized Intelligence, and Agent Infrastructure Crypto needs AI that actually... understands crypto, not just slapping ChatGPT onto existing apps. In today's episode, Andy sits down with Ram of Openledger to explore: > The AI Hype Cycle > Speculation vs. Real AI Use Cases > The AI Infrastructure Stack > AI Agents as Smart Onchain Apps > What’s Next for AI in Crypto? Full episode links below. Timestamps: 00:00 Intro 00:41 Frax Ad 01:08 Global Conference Differences 02:01 What’s Next for Crypto AI? 06:12 AI Agent Infrastructure 10:29 Future of AI Agent Interactions 13:45 Mantle Ad 14:27 Redstone Ad 14:56 Building Specialized Agents 19:12 OpenLedger’s Value

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NEW EP: How Institutional Capital Is Entering Crypto Markets in 2025 with Pranav Kanade Pranav Kanade, portfolio manager at VanEck, joins us today to answer questions about the state of institutional crypto allocation, whether or not "alt season" is coming, and why tokenized equities are very for him. In today's episode, Andy sits down with Pranav from VanEck to explore: > How Institutional Capital Actually Moves Into Crypto > The Shift From Venture to Liquid Strategies > Why Focusing On Revenue Is Binary > Tokenized Equities vs Traditional IPOs > What's Really Driving the Next Wave of Capital Full episode links below. Timestamps: 00:00 Intro 00:54 Magic Ad 01:24 Pranav's Conference Experiences 03:54 Pranav's Views on Institutional Adoption 09:17 Venture Opportunities 15:22 Revenue & Real PMF 19:15 Future Cash Flow Projections 21:22 Protocols as a Business 27:20 Mantle Ad 28:01 Omni Ad 28:30 Shifts Away from BTC & Pumps 34:30 Pranav’s Macro Views 40:00 Overvalued Crypto Assets 44:11 Fat App vs. Fat Wallet Thesis 50:00 The Compelling Projects
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NEW EP: How Institutional Capital Is Entering Crypto Markets in 2025 with Pranav Kanade Pranav Kanade, portfolio manager at VanEck, joins us today to answer questions about the state of institutional crypto allocation, whether or not "alt season" is coming, and why tokenized equities are very for him. In today's episode, Andy sits down with Pranav from VanEck to explore: > How Institutional Capital Actually Moves Into Crypto > The Shift From Venture to Liquid Strategies > Why Focusing On Revenue Is Binary > Tokenized Equities vs Traditional IPOs > What's Really Driving the Next Wave of Capital Full episode links below. Timestamps: 00:00 Intro 00:54 Magic Ad 01:24 Pranav's Conference Experiences 03:54 Pranav's Views on Institutional Adoption 09:17 Venture Opportunities 15:22 Revenue & Real PMF 19:15 Future Cash Flow Projections 21:22 Protocols as a Business 27:20 Mantle Ad 28:01 Omni Ad 28:30 Shifts Away from BTC & Pumps 34:30 Pranav’s Macro Views 40:00 Overvalued Crypto Assets 44:11 Fat App vs. Fat Wallet Thesis 50:00 The Compelling Projects

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NEW EP: How Programmable IP Could Save Creators From Big Tech with S.Y. Lee While everyone's watching AI rewrite code and Disney sue Midjourney, the real battle is brewing underneath. In today's episode, Andy and robbie sit down with S.Y. Lee Story/IP of Story to explore: > What Programmable IP Actually Unlocks > Who Owns What When AI Agents Self-Improve? > How to Structure the $70T IP Market > Why A16z Says This Is the Future of AI x Crypto > The Biggest Misconceptions About Digital Ownership > Attribution in a World of Self-Writing AI Full episode links below. Timestamps: 00:00 Intro 00:50 Magic Ad 01:15 SummerFi Ad 01:58 Covering Protocol’s Success 03:40 Exciting Ecosystem Projects 09:27 Bringing Assets Onchain to Story 11:42 Mantle Ad 12:23 Starknet Ad 12:48 Entrepreneurial Motivators
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NEW EP: How Programmable IP Could Save Creators From Big Tech with S.Y. Lee While everyone's watching AI rewrite code and Disney sue Midjourney, the real battle is brewing underneath. In today's episode, Andy and robbie sit down with S.Y. Lee Story/IP of Story to explore: > What Programmable IP Actually Unlocks > Who Owns What When AI Agents Self-Improve? > How to Structure the $70T IP Market > Why A16z Says This Is the Future of AI x Crypto > The Biggest Misconceptions About Digital Ownership > Attribution in a World of Self-Writing AI Full episode links below. Timestamps: 00:00 Intro 00:50 Magic Ad 01:15 SummerFi Ad 01:58 Covering Protocol’s Success 03:40 Exciting Ecosystem Projects 09:27 Bringing Assets Onchain to Story 11:42 Mantle Ad 12:23 Starknet Ad 12:48 Entrepreneurial Motivators

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NEW EP: Why Ethereum Won Argentina's Digital Identity Battle with Diego Fernandez and RJ Real-world crypto adoption is about solving problems institutions actually face. In today's episode, robbie sits down with sovra.io founder, fernandezdiego, former Secretary of Innovation of Buenos Aires Ciudad and RJ 🟩 of Aligned to explore: > How Buenos Aires Beat Government Server Hacking > Why 700K Citizens Carry Documents in Crypto Wallets > Ethereum vs Private Blockchains: The Government Choice > Building the Trust Stack for Global Adoption > Why Starting From Zero Beats Legacy Systems > Argentina's DevCon 2025 Preview Full episode links below. Timestamps: 00:00 Intro 01:01 Magic Ad 01:30 Starknet Ad 01:56 RJ and Diego’s Backgrounds 06:02 Importance of Decentralization 08:42 Partnership with Diego 12:52 Why Governments Choose ETH 17:42 New Crypto Innovations 24:20 Mantle Ad 25:02 SummerFi Ad 25:50 Government Crypto Advice 30:05 Devcon Buenos Aires Expectations
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NEW EP: Why Ethereum Won Argentina's Digital Identity Battle with Diego Fernandez and RJ Real-world crypto adoption is about solving problems institutions actually face. In today's episode, robbie sits down with sovra.io founder, fernandezdiego, former Secretary of Innovation of Buenos Aires Ciudad and RJ 🟩 of Aligned to explore: > How Buenos Aires Beat Government Server Hacking > Why 700K Citizens Carry Documents in Crypto Wallets > Ethereum vs Private Blockchains: The Government Choice > Building the Trust Stack for Global Adoption > Why Starting From Zero Beats Legacy Systems > Argentina's DevCon 2025 Preview Full episode links below. Timestamps: 00:00 Intro 01:01 Magic Ad 01:30 Starknet Ad 01:56 RJ and Diego’s Backgrounds 06:02 Importance of Decentralization 08:42 Partnership with Diego 12:52 Why Governments Choose ETH 17:42 New Crypto Innovations 24:20 Mantle Ad 25:02 SummerFi Ad 25:50 Government Crypto Advice 30:05 Devcon Buenos Aires Expectations

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NEW EP: Why Are Crypto Markets So Different in the East vs. the West? with YQ More than just different time zones, these markets play by different rules. In today's episode, Andy and robbie sat down with YQ of AltLayer to cover: > East vs West Crypto Cultural Differences > Rapid Mini-Cycles in the Current Market > "Fair Launch" Misconceptions > Solana's Identity Struggles > What Are We Building & For Whom? > The Future of AI and Blockchain Agent Coordination Full episode links below. Timestamps: 00:00 Intro 00:38 Mantle Ad 01:18 East vs West Crypto Culture 08:14 State of the Market 11:28 AI Agents & Memecoins 14:53 Crypto Cabals? 17:31 General Market Uncertainty 19:28 Stablecoins and RWAs 21:16 Solana’s Reputation Dilemma 22:45 AI Recent Advancements 23:56 RedStone Ad 26:28 Revenue Generating Projects 27:10 Onchain Agent Coordination

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NEW EP: Mike Dudas On PumpDotFun, Crypto's Revenue Era, And The Fat App Thesis The era of valueless tokens is ending. In today's episode, Andy sits down with Mike Dudas of 6MV to cover: > Why Pure ‘Memecoins’ Are Dying > Hyperliquid's Buyback Mechanism > Consumer Apps vs Infra Hype > Pump Dot Fun Investment > The Real Crypto App Economy > Why Substance Will Win Over Speculation Full episode links below. Timestamps: 00:00 Intro 00:51 Magic Ad 01:18 Mike’s Background 02:34 Craze Around pump(dot)fund 08:37 Token Value Drivers 18:39 New Opportunities 20:47 VC Capital Allocations 30:27 Omni Ad 30:57 Mantle Ad 31:38 Infra Investing 34:10 Mike’s Key Investment Lessons
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NEW EP: Mike Dudas On PumpDotFun, Crypto's Revenue Era, And The Fat App Thesis The era of valueless tokens is ending. In today's episode, Andy sits down with Mike Dudas of 6MV to cover: > Why Pure ‘Memecoins’ Are Dying > Hyperliquid's Buyback Mechanism > Consumer Apps vs Infra Hype > Pump Dot Fun Investment > The Real Crypto App Economy > Why Substance Will Win Over Speculation Full episode links below. Timestamps: 00:00 Intro 00:51 Magic Ad 01:18 Mike’s Background 02:34 Craze Around pump(dot)fund 08:37 Token Value Drivers 18:39 New Opportunities 20:47 VC Capital Allocations 30:27 Omni Ad 30:57 Mantle Ad 31:38 Infra Investing 34:10 Mike’s Key Investment Lessons

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NEW EP: Why AGI Will Happen This Decade with Emad Mostaque The AI revolution is here, but *actually* who controls the intelligence we'll all rely on? In today's episode, Andy & robbie sit down with Emad of Intelligent Internet to cover: > Who Controls AI? > The Ghibli Effect by ChatGPT-4o > Why Most AI Models Are Inefficient > Universal Basic Intelligence > AI Atlantis: Economic Disruption & Rebirth > Credibly Neutral AI Infrastructure Full episode links below. Timestamps: 00:00 Intro 00:56 Mantle Ad 01:37 Ghibli AI Use 04:50 Replacing Humans with AI? 05:21 Artificial Remote Intelligence 10:14 Emad’s Opinion on Better AI Models 12:25 Concentration of Power with AI? 16:34 Training AI Models 20:46 Compute Demand Collapse? 27:00 Abundance of Open Source AI 30:04 Shift Towards Specialized Models 34:05 RedStone Ad 34:18 Frax Ad 34:44 Approaching Biases in AI 45:16 End of Original Thoughts? 50:30 Intelligent Internet & Reinforced Learning 59:07 Coordinating Incentives

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EXCLUSIVE: Programmable IP In The Age of AI with Jason Zhao In this episode, & Wayne Sim sit down with of Story Protocol Legacy for a session about the evolving landscape of IP in the context of AI and blockchain technology. We cover: > Programmable IP onchain > The intersection of IP and AI > AI agents evolution > Jason's vision for IP in crypto > Why crypto x AI is so exciting Full episode links below. Timestamps: 00:00 Intro 01:05 AI and IP Refresher 07:35 Evolving IP with Blockchains 19:04 Can Agents Have Original ideas? 31:34 Crypto & AI: Direction of Causality 43:50 Is Story an AI or IP chain? 51:42 Training Agents on IP
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EXCLUSIVE: Programmable IP In The Age of AI with Jason Zhao In this episode, & Wayne Sim sit down with of Story Protocol Legacy for a session about the evolving landscape of IP in the context of AI and blockchain technology. We cover: > Programmable IP onchain > The intersection of IP and AI > AI agents evolution > Jason's vision for IP in crypto > Why crypto x AI is so exciting Full episode links below. Timestamps: 00:00 Intro 01:05 AI and IP Refresher 07:35 Evolving IP with Blockchains 19:04 Can Agents Have Original ideas? 31:34 Crypto & AI: Direction of Causality 43:50 Is Story an AI or IP chain? 51:42 Training Agents on IP

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SPECIAL: How To Position For The Institutional Crypto Frenzy with Arthur Hayes, Guy Young, and Omer Goldberg Wall Street's crypto breakthrough has begun, and stablecoins are the battleground. In today’s episode, and @robbie_rollup sit down with Arthur Hayes, CIO of Maelstrom, Omer Goldberg, founder of and G | Ethena, founder of to explore: > The Biggest 'Brrrr' Since COVID > Trump's Tariffs & Rate Cuts > Why Macro Is Finally Lining Up For Crypto > Circle IPO & USDT Dominance > Ethena's New Converge Chain & USDtb > Real-Time Risk via AI + Oracles > What Institutions Actually Want Full episode links below. Timestamps: 00:00 Intro 01:02 Frax Ad 01:30 Guy and Omer’s Backgrounds 04:52 Arthur's Takes on Tariff’s 10:30 Circle’s Distribution Problem 12:49 Macro Market Realities & Potential Fallouts 18:19 Market Volatility Reactions 20:40 Ethena’s Institutional Relationships 29:21 Eastern vs Western Trading 35:09 Mantle Ad 35:51 RedStone Ad 40:07 Converge Chain Launch 101 47:37 Best Market Positioning Strategy 53:48 Next Era of Stablecoins
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SPECIAL: How To Position For The Institutional Crypto Frenzy with Arthur Hayes, Guy Young, and Omer Goldberg Wall Street's crypto breakthrough has begun, and stablecoins are the battleground. In today’s episode, and @robbie_rollup sit down with Arthur Hayes, CIO of Maelstrom, Omer Goldberg, founder of and G | Ethena, founder of to explore: > The Biggest 'Brrrr' Since COVID > Trump's Tariffs & Rate Cuts > Why Macro Is Finally Lining Up For Crypto > Circle IPO & USDT Dominance > Ethena's New Converge Chain & USDtb > Real-Time Risk via AI + Oracles > What Institutions Actually Want Full episode links below. Timestamps: 00:00 Intro 01:02 Frax Ad 01:30 Guy and Omer’s Backgrounds 04:52 Arthur's Takes on Tariff’s 10:30 Circle’s Distribution Problem 12:49 Macro Market Realities & Potential Fallouts 18:19 Market Volatility Reactions 20:40 Ethena’s Institutional Relationships 29:21 Eastern vs Western Trading 35:09 Mantle Ad 35:51 RedStone Ad 40:07 Converge Chain Launch 101 47:37 Best Market Positioning Strategy 53:48 Next Era of Stablecoins

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A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future
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A fascinating chat with CZ 🔶 BNB in Dubai—Enjoy! 00:00 Intro 00:47 CZ returns: AI, education, and what’s next 02:12 Giggle Academy: Scaling AI to teach 100M kids 04:01 CZ’s global crypto diplomacy with governments 07:08 Dubai’s rise as crypto capital: Behind the scenes 10:22 Strategic crypto reserves: Bhutan, US, more 13:22 AI + blockchain: The future of government & ID 16:11 Real builders vs hype chasers in crypto 18:54 Investing advice: What new users should avoid 21:17 AI agents will pay, trade, and build in crypto 24:35 Why CZ invested in X (Twitter) 26:30 Decentralizing AI & monetizing data 29:03 What CZ got wrong: Stablecoins, memes & more 32:14 Advice for founders: What the space needs 36:22 ETFs, cycles & why #Bitcoin leads first 39:26 Final thoughts: Patience, building, and an AI-powered future

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New episode with Viktor | RockawayX RockawayX (Hiring) out now! We discuss: - Buying SOL at $0.04 - Viktor's Solana thesis - Why the L1 debate is over - DoubleZero IBRL/acc, crypto DATs & more Timestamps: 00:00 Introduction 03:05 The Solana Origin Story 11:33 Katana Ad 12:35 The L1 Debate Is Over 17:06 RockawayX’s Updated Solana Thesis 27:59 What’s The Endgame For Solana? 31:17 Katana Ad 32:20 Tokenization & Bringing Assets Onchain 43:17 Crypto Treasury Vehicles, mNAVs & Solana DeFi 50:54 DoubleZero 01:01:00 Frankendancer 01:02:21 Pump Fun
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New episode with Viktor | RockawayX RockawayX (Hiring) out now! We discuss: - Buying SOL at $0.04 - Viktor's Solana thesis - Why the L1 debate is over - DoubleZero IBRL/acc, crypto DATs & more Timestamps: 00:00 Introduction 03:05 The Solana Origin Story 11:33 Katana Ad 12:35 The L1 Debate Is Over 17:06 RockawayX’s Updated Solana Thesis 27:59 What’s The Endgame For Solana? 31:17 Katana Ad 32:20 Tokenization & Bringing Assets Onchain 43:17 Crypto Treasury Vehicles, mNAVs & Solana DeFi 50:54 DoubleZero 01:01:00 Frankendancer 01:02:21 Pump Fun

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NEW EP: Are Stablecoins & RWAs Crypto’s Main Use Case? with Chris Yin Crypto isn't just a casino. Beyond the hype, some projects attempt to build something more sustainable. In today's episode, Andy and robbie sat down with Chris Yin of Plume to explore: > Why BlackRock Is Dumping on Retail > Tether's Unstoppable Path to Dominance > The Only RWA That Actually Matters > ‟Mailbox Money” > What Assets Make Sense to Tokenize > Why 99% of RWA Projects Are Wrong Full episode links below. Timestamps: 00:00 Intro 00:33 RedStone Ad 00:47 Plume Overview 01:26 Speculation vs Product Market Fit 03:48 TradFi's Take on Crypto 07:53 BlackRock Crypto Strategy 09:54 Stablecoins: The RWA that matters 15:17 Mantle Ad 15:56 RWA Regulatory Challenges 21:52 Tether vs USDC 25:26 Plume’s Long-Term Plan

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NEW EP: Nick White on TIA Investor FUD, The Mammoth Vision, and Lazybridging In today's episode, Andy & robbie are joined by Nick White 🦣 from Celestia 🦣 to explore: > Why 1GB Blocks Matter > Addressing Celestia's Tokenomics FUD > ZK Accounts & Lazybridging > Why Revenue Today Doesn't Matter > The Path to a Million Rollups Full episode links below. Timestamps: 00:00 Intro 00:38 Mantle Ad 01:20 Mammoths & Sloths 10:20 TIA Sentiment 13:04 Celestia's Values 15:14 Scaling L2s 19:35 Induced Demand In Practice 24:03 Redstone Ad 26:51 Crypto Startup Culture 28:22 Celestia’s Long Term Strategy 42:30 Security Zones In Practice
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NEW EP: Nick White on TIA Investor FUD, The Mammoth Vision, and Lazybridging In today's episode, Andy & robbie are joined by Nick White 🦣 from Celestia 🦣 to explore: > Why 1GB Blocks Matter > Addressing Celestia's Tokenomics FUD > ZK Accounts & Lazybridging > Why Revenue Today Doesn't Matter > The Path to a Million Rollups Full episode links below. Timestamps: 00:00 Intro 00:38 Mantle Ad 01:20 Mammoths & Sloths 10:20 TIA Sentiment 13:04 Celestia's Values 15:14 Scaling L2s 19:35 Induced Demand In Practice 24:03 Redstone Ad 26:51 Crypto Startup Culture 28:22 Celestia’s Long Term Strategy 42:30 Security Zones In Practice

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NEW EP: How AI x ZK Will Power A New Era of Crypto with Scott Dykstra Smart contracts as we know them are gearing up for a huge improvement. For today’s episode, Wayne Sim & sat down with chain builder of to cover: > Evolution of Onchain Experiences > ZK Co-Processors vs. Prover Networks > Agentic Usecases For Crypto > Future of Purpose-Built Chains Full episode links below: Timestamps: 0:00 Intro to Space and Time 03:58 Smart Contract Issues 10:18 Ethereum Snarkification 13:41 New Crypto Usecases 22:00 Why Purpose-Built Chains 27:53 Serving Data to AI Agents 44:15 ZK x AI Convergence
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NEW EP: How AI x ZK Will Power A New Era of Crypto with Scott Dykstra Smart contracts as we know them are gearing up for a huge improvement. For today’s episode, Wayne Sim & sat down with chain builder of to cover: > Evolution of Onchain Experiences > ZK Co-Processors vs. Prover Networks > Agentic Usecases For Crypto > Future of Purpose-Built Chains Full episode links below: Timestamps: 0:00 Intro to Space and Time 03:58 Smart Contract Issues 10:18 Ethereum Snarkification 13:41 New Crypto Usecases 22:00 Why Purpose-Built Chains 27:53 Serving Data to AI Agents 44:15 ZK x AI Convergence

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Full episode out now! Jack Kubinec mert | helius.dev Dan Smith We discuss: - TradFi = crypto with suits - 2025: Solana's biggest year - Do stables need their own chains? - The Microstrategy on Solana playbook & more! Timestamps: 00:00 Introduction 01:04 TradFi = Crypto With Suits 07:51 2025: Solana’s Biggest Year 14:34 Ledger Ad 17:23 The Microstrategy Of Solana Playbook 25:12 Crypto’s Narrative Problem 29:00 How To Best Execute In Crypto 31:30 Ledger Ad 32:19 Do Stablecoins Need Their Own Chains? 41:01 Circle’s S-1 & Stablecoin Business Models Links below! ↓
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Full episode out now! Jack Kubinec mert | helius.dev Dan Smith We discuss: - TradFi = crypto with suits - 2025: Solana's biggest year - Do stables need their own chains? - The Microstrategy on Solana playbook & more! Timestamps: 00:00 Introduction 01:04 TradFi = Crypto With Suits 07:51 2025: Solana’s Biggest Year 14:34 Ledger Ad 17:23 The Microstrategy Of Solana Playbook 25:12 Crypto’s Narrative Problem 29:00 How To Best Execute In Crypto 31:30 Ledger Ad 32:19 Do Stablecoins Need Their Own Chains? 41:01 Circle’s S-1 & Stablecoin Business Models Links below! ↓

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AI, Crypto & Web3: The Future of Intelligent Agent w/ Lex Sokolin | Generative Ventures 00:07 - Who is Lex Sokolin 03:39 - The Economics of AI 05:16 - Why Crypto Struggles 07:51 - Web2 vs. Web3 AI 10:46 - DAOs in AI Frameworks 19:57 - The Rise of On-Chain AI Agents 30:35 - The Future of AI & Crypto

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