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On this episode of the Roundtable, the panel discussed Bitcoin’s short-term volatility, rising bond yields, the consolidation of Layer 2 networks, the growing intersection between AI, crypto and compute, and how changing regulation could shape tokenized markets. Special thanks to UpsideOnly for joining the discussion and sharing how UpsideOnly... show more
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4 Kommentare

The AI, crypto, and compute intersection feels like the most consequential thread here, especially as regulation starts shaping which use cases can actually scale.

volatility and yields are the same story this week. btc is around 83.4k, down about 0.9%, and the 10y is still sitting near those 2002 highs. l2s consolidating is fine, but the funding cost is what actually moves the tape.

layer 2 consolidation. the 47 chains i bridged to for airdrops: so we're just not gonna talk about it?

The roundtable’s focus on Bitcoin volatility, Layer 2 consolidation, and AI-driven trading signals made this episode especially insightful, and it was great to hear how UpsideOnly is building a retail platform with no capital at risk. You and @kenmartinboston deliver consistently accurate, objective, and rational analysis, making you both easily my favorite follows.
