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Today on MCG: Amrix | Karma | $KARMA Karma currently is a crypto-native "everything" app which allows you to bank, spend and trade Here's the breakdown: 02:13 - Amrix's background 03:11 - $KARMA origin story 04:40 - The lesson 06:20 - MoonPay is aggressively acquiring crypto products every week...

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MCG

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19,092 görüntüleme • 2 ay önce •via X (Twitter)

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Today on MCG $KARMA | Karma w/Amrix Karma started as a Solana neobank (USDC to IBAN, turning crypto into a real-world spendable balance), then evolved into a trading app with a social layer where users publish theses and get paid when others trade on them. He's now migrated to Robinhood Chain via Virtuals, relaunched the token on the ACF model, and committed 100% of swap revenue to the token for the first 90 days. Highlights: 01:04 - The journey 02:33 - The accidental launch 05:52 - Test everything, pivot on the data, "find where the money is made on chain" 06:17 - The neobank v1 09:43 - The last-click thesis 13:48 - Why Virtuals Protocol is everything Believe wasn't 18:42 - The ACF adoption 19:20 - Robinhood Crypto makes RWAs liquid, Karma is the accessibility layer that lets you spend them 22:17 - 100% of swap revenue for 90 days, 95% of in-app swaps to buy $KARMA back 25:00 - Building in public
29:01

Today on MCG $KARMA | Karma w/Amrix Karma started as a Solana neobank (USDC to IBAN, turning crypto into a real-world spendable balance), then evolved into a trading app with a social layer where users publish theses and get paid when others trade on them. He's now migrated to Robinhood Chain via Virtuals, relaunched the token on the ACF model, and committed 100% of swap revenue to the token for the first 90 days. Highlights: 01:04 - The journey 02:33 - The accidental launch 05:52 - Test everything, pivot on the data, "find where the money is made on chain" 06:17 - The neobank v1 09:43 - The last-click thesis 13:48 - Why Virtuals Protocol is everything Believe wasn't 18:42 - The ACF adoption 19:20 - Robinhood Crypto makes RWAs liquid, Karma is the accessibility layer that lets you spend them 22:17 - 100% of swap revenue for 90 days, 95% of in-app swaps to buy $KARMA back 25:00 - Building in public

MCG

18,050 görüntüleme • 1 ay önce

Full interview w/Pop Punk 🇺🇸 01:05 - Founder background 01:34 - Pumpcade lore 03:15 - "Trenchifying" prediction markets 04:35 - Hackathon win and Pump.fun's support 06:40 - Advice to crypto founders 09:10 - Tokenized startups are the future 09:58 - Future of the token and common misconceptions 11:48 - VC pullback 14:08 - Token utility 17:19 - Preseed raise ($1m) 18:30 - The pitch 20:15 - Building on Solana (Solana_devs) 21:35 - Hiring talent (Steve + gnar) 23:00 - Platform redesign 24:00 - GTM & competition 26:00 - Infrastructure revamp 27:50 - User base and stats 29:58 - Tokenomics 31:00 - Fee & revenue model 31:35 - TAM 32:00 - Web2 native 35:25 - Inspo 37: 51 - Permissionless markets 43:00 - A thank you to the early supporters 43:15 - What's to come
45:32

Full interview w/Pop Punk 🇺🇸 01:05 - Founder background 01:34 - Pumpcade lore 03:15 - "Trenchifying" prediction markets 04:35 - Hackathon win and Pump.fun's support 06:40 - Advice to crypto founders 09:10 - Tokenized startups are the future 09:58 - Future of the token and common misconceptions 11:48 - VC pullback 14:08 - Token utility 17:19 - Preseed raise ($1m) 18:30 - The pitch 20:15 - Building on Solana (Solana_devs) 21:35 - Hiring talent (Steve + gnar) 23:00 - Platform redesign 24:00 - GTM & competition 26:00 - Infrastructure revamp 27:50 - User base and stats 29:58 - Tokenomics 31:00 - Fee & revenue model 31:35 - TAM 32:00 - Web2 native 35:25 - Inspo 37: 51 - Permissionless markets 43:00 - A thank you to the early supporters 43:15 - What's to come

MCG

22,043 görüntüleme • 4 ay önce

My full conversation with Andrew Kang 2:36 Pivoting to robotics from crypto 11:46 Kang asks: Why are you trading? 24:14 Robotics' ChatGPT moment 28:44 GPT-5 robots within a year 33:04 A robot in every home 41:09 Big Tech is lagging 54:43 Where the real moat is 1:02:40 Building MicroStrategy for robots 1:08:00 How retail can access Robotics 1:19:23 The SoftBank playbook
1:22:01

My full conversation with Andrew Kang 2:36 Pivoting to robotics from crypto 11:46 Kang asks: Why are you trading? 24:14 Robotics' ChatGPT moment 28:44 GPT-5 robots within a year 33:04 A robot in every home 41:09 Big Tech is lagging 54:43 Where the real moat is 1:02:40 Building MicroStrategy for robots 1:08:00 How retail can access Robotics 1:19:23 The SoftBank playbook

threadguy

75,691 görüntüleme • 2 ay önce

DROPS E10: Hana : Building the Tiktok of crypto Hana is the Founder of Hana Network, a P2P marketplace, complete with casual earning, live social tipping, and on/off ramp - built on the top of Hyperlquid Timestamps 00:00 – Intro 01:37 – Welcome to DROPS 02:14 – Who is Hana? 05:08 – TikTok of Crypto 08:09 – Leaving University for Crypto 11:51 – Crypto Barriers in Japan 16:07 – Starting Hana in Dubai 18:09 – What Are “Why Now” Moments? 20:52 – Why the Privacy Layer Didn’t Work 24:43 – When Vision Meets Real Users 26:30 – What Crypto Users Really Want 28:08 – What is Hana Network? 31:36 – Crypto Made Easy and Fun 33:42 – Financial Tools Disguised as Content 36:11 – Crypto Without Wallet Headaches 37:44 – Crypto That Feels Like a Game 40:40 – Crypto’s Future Is Hyperlocal 43:40 – Why Creators Are Leaving TikTok 45:24 – Building on Hyperliquid - the CEX killer 47:00 – If Hana Network Was a Game Character 49:01 – This Is the Year It Happens
50:20

DROPS E10: Hana : Building the Tiktok of crypto Hana is the Founder of Hana Network, a P2P marketplace, complete with casual earning, live social tipping, and on/off ramp - built on the top of Hyperlquid Timestamps 00:00 – Intro 01:37 – Welcome to DROPS 02:14 – Who is Hana? 05:08 – TikTok of Crypto 08:09 – Leaving University for Crypto 11:51 – Crypto Barriers in Japan 16:07 – Starting Hana in Dubai 18:09 – What Are “Why Now” Moments? 20:52 – Why the Privacy Layer Didn’t Work 24:43 – When Vision Meets Real Users 26:30 – What Crypto Users Really Want 28:08 – What is Hana Network? 31:36 – Crypto Made Easy and Fun 33:42 – Financial Tools Disguised as Content 36:11 – Crypto Without Wallet Headaches 37:44 – Crypto That Feels Like a Game 40:40 – Crypto’s Future Is Hyperlocal 43:40 – Why Creators Are Leaving TikTok 45:24 – Building on Hyperliquid - the CEX killer 47:00 – If Hana Network Was a Game Character 49:01 – This Is the Year It Happens

MR SHIFT 🦁

71,560 görüntüleme • 1 yıl önce

Here's my recent talk at Sui Basecamp in Dubai—Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Don’t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isn’t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: don’t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU
34:04

Here's my recent talk at Sui Basecamp in Dubai—Enjoy! 00:00 - PALvatar introduces the episode 01:04 - Reframing the macro fear narrative 01:26 - The Everything Code and liquidity 01:51 - Debt cycles and macro structure 02:10 - Demographics, debt, and GDP 02:38 - Aging populations and GDP drag 03:00 - Liquidity as the real driver 03:25 - Fed balance sheet to total liquidity 03:50 - M2 and asset correlations 04:23 - Why the rich get richer 04:47 - Global tax via currency debasement 05:21 - Crypto as a generational opportunity 05:48 - Banana zones and BTC decoupling 06:13 - Bitcoin log regression and upside 06:37 - 850K $BTC and market cycles 06:56 - Debasement and asset returns 07:19 - Liquidity vs. traditional returns 07:48 - Why tech and crypto matter 08:10 - Bitcoin vs Nasdaq performance 08:38 - Crypto: best asset in history 09:03 - The "Don’t F*ck This Up" thesis 09:38 - Liquidity and the macro setup 09:58 - Volatility is the price for returns 10:31 - Tariffs, rates, and market lag 11:01 - Economic surprises and liquidity 11:37 - 2017 tariffs and liquidity boost 12:01 - Twitter narratives vs macro truth 12:24 - What assets lead market cycles 12:51 - Inventory buildup and Q1 GDP 13:12 - Philly Fed confirms thesis 13:31 - ISM and forward outlook 14:00 - #Bitcoin and DeMark analysis 14:21 - Trump cycle deja vu 14:38 - My Bitcoin trading mistake 14:57 - Dollar strength and the Trump pivot 15:16 - Why the dollar isn’t over 15:36 - A weak dollar lifts global growth 15:56 - The 2017 breakout comparison 16:18 - One of the best setups ever 16:40 - Global M2 and debt cycle 17:03 - Basel IV and monetary creation 17:25 - Liquidity cycles repeat 17:45 - Debt refi cycles and patterns 18:06 - Liquidity leads Bitcoin 18:29 - Banana Zone phases 18:50 - Global M2 vs BTC chart 19:09 - Breakouts and corrections 19:29 - The voodoo chart: M2 + BTC 19:50 - One-way street ahead 20:08 - China, the dollar, and liquidity 20:31 - Central banks printing 20:50 - Liquidity surge from all angles 21:14 - Correlation with BTC and Nasdaq 21:39 - The Everything Code plays out 22:03 - Business cycle and crypto 22:32 - Bitcoin and ISM outlook 22:54 - Bitcoin at 450K? 23:21 - Altseason and business cycle 23:48 - Earnings, spending, and risk 24:16 - Altcoins = risk curve 24:40 - ISM >50 = big signal 25:06 - Everyone's fearful at the bottom 25:35 - Bearish sentiment at extremes 26:03 - Institutions still not in 26:29 - Indicators signal reversals 26:56 - Bitcoin corrections are normal 27:18 - The 2017 rollercoaster 27:42 - Technicals: #Solana & $SUI 28:00 - Sui charts breaking out 28:28 - Sui vs $SOL: faster horse 28:50 - $DEEP: top performer 29:16 - Ecosystem growth & excitement 29:45 - Market reacting to the vision 30:07 - Follow liquidity, not noise 30:27 - RSI and breakouts 30:47 - Liquidity patterns repeat 31:13 - We are in the Banana Zone 31:30 - No cycle top in sight 31:56 - This is just the beginning 32:19 - Banana Zone map 32:44 - Final advice: don’t mess this up 33:08 - Cycle could run into Q2 2026 33:39 - Stick to the program and DFTU

Raoul Pal

533,987 görüntüleme • 1 yıl önce

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways
59:24

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways

MCG

10,272 görüntüleme • 3 ay önce

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 görüntüleme • 1 yıl önce

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

225,145 görüntüleme • 6 ay önce

Today on MCG $CRED | Credible w/Shrii Credible is a global payments business growing 29% MoM and generating $3.5M per year in run rate revenue. As of this post, they've raised $17.5M through MetaDAO, ~9x oversubscribed! Highlights from our wild interview: 00:46 - The raise oversubscribed within 3 minutes (live on stream) 03:21 - Team background 05:27 - The false start 07:00 - Organic pivot 07:57 - $800M+ in total volume, 1.8M in gross revenue since September 08:44 - 29% month-on-month for six months, 32M in December to $146M in June 09:11 - Where the volume comes from 10:14 - The wedge 11:14 - The model + mechanics 17:35 - Economics 31:53 - "We aim for Stripe, but for modern businesses" (prediction markets, stablecoin fintechs, gaming, creator apps) 36:33 - Identity 38:25 - The Solana story 41:42 - Net revenue accrues to the treasury instead of drawing out monthly
48:54

Today on MCG $CRED | Credible w/Shrii Credible is a global payments business growing 29% MoM and generating $3.5M per year in run rate revenue. As of this post, they've raised $17.5M through MetaDAO, ~9x oversubscribed! Highlights from our wild interview: 00:46 - The raise oversubscribed within 3 minutes (live on stream) 03:21 - Team background 05:27 - The false start 07:00 - Organic pivot 07:57 - $800M+ in total volume, 1.8M in gross revenue since September 08:44 - 29% month-on-month for six months, 32M in December to $146M in June 09:11 - Where the volume comes from 10:14 - The wedge 11:14 - The model + mechanics 17:35 - Economics 31:53 - "We aim for Stripe, but for modern businesses" (prediction markets, stablecoin fintechs, gaming, creator apps) 36:33 - Identity 38:25 - The Solana story 41:42 - Net revenue accrues to the treasury instead of drawing out monthly

MCG

26,909 görüntüleme • 1 ay önce

Running Through Ethereum with hamdi (Ep. 1) I started craic overflow because I had questions about where Ethereum is headed, and I wanted to ask them to the people shaping it. I decided to interview Hamdi while jogging because as a software engineer, I honestly spend way too much time sitting on my ass. Never been more bullish on the future of Ethereum. 00:00 - Intro 00:08 - Hamdi 00:40 - What's The Craic? 01:59 - How did Hamdi get into crypto? 02:40 - Why not plasma? 03:24 - Working at OP Labs/Optimism 04:06 - Shipping L2 Interoperability 05:12 - Building on the Superchain 05:30 - Asynchronicity in Solidity 07:00 - Predications for Ethereum 08:46 - What are the hurdles for Ethereum? 09:47 - Stablecoins 10:22 - Application specific chains 11:53 - Wallet UX 13:18 - Quick breather 13:30 - Why are you in crypto? 14:20 - How do you find balance? 16:20 - Hot take on ETH the asset 17:39 - The chains security 18:53 - Market talk 19:45 - Data availability 21:01 - Onchain L2 configs 21:22 - Outro
21:34

Running Through Ethereum with hamdi (Ep. 1) I started craic overflow because I had questions about where Ethereum is headed, and I wanted to ask them to the people shaping it. I decided to interview Hamdi while jogging because as a software engineer, I honestly spend way too much time sitting on my ass. Never been more bullish on the future of Ethereum. 00:00 - Intro 00:08 - Hamdi 00:40 - What's The Craic? 01:59 - How did Hamdi get into crypto? 02:40 - Why not plasma? 03:24 - Working at OP Labs/Optimism 04:06 - Shipping L2 Interoperability 05:12 - Building on the Superchain 05:30 - Asynchronicity in Solidity 07:00 - Predications for Ethereum 08:46 - What are the hurdles for Ethereum? 09:47 - Stablecoins 10:22 - Application specific chains 11:53 - Wallet UX 13:18 - Quick breather 13:30 - Why are you in crypto? 14:20 - How do you find balance? 16:20 - Hot take on ETH the asset 17:39 - The chains security 18:53 - Market talk 19:45 - Data availability 21:01 - Onchain L2 configs 21:22 - Outro

malone

11,924 görüntüleme • 1 yıl önce

"In time a million dollars will not be enough" Episode 54 with my good friend Innerdevcrypto One of the best conversations we have recorded on the podcast We talk all things crypto, love, life, finance, self development, if happiness is real, meditation and much more Timestamps: 0:00:07 Intro 0:02:01 Before crypto 0:06:20 Nihilism 0:09:35 What are people chasing? 0:14:40 Finding purpose 0:19:17 What is love? 0:24:48 The first crypto President 0:33:03 Operating in a flow state 0:37:20 Being contempt while striving for more 0:39:37 Do you believe in happiness? 0:45:07 Running the rat race 0:54:50 Authenticity and our sense of self 0:57:11 Born with certain Karma? 1:02:09 Life is a hypothesis to be tested not an ideology to be proven
1:10:58

"In time a million dollars will not be enough" Episode 54 with my good friend Innerdevcrypto One of the best conversations we have recorded on the podcast We talk all things crypto, love, life, finance, self development, if happiness is real, meditation and much more Timestamps: 0:00:07 Intro 0:02:01 Before crypto 0:06:20 Nihilism 0:09:35 What are people chasing? 0:14:40 Finding purpose 0:19:17 What is love? 0:24:48 The first crypto President 0:33:03 Operating in a flow state 0:37:20 Being contempt while striving for more 0:39:37 Do you believe in happiness? 0:45:07 Running the rat race 0:54:50 Authenticity and our sense of self 0:57:11 Born with certain Karma? 1:02:09 Life is a hypothesis to be tested not an ideology to be proven

Andrew Forte

23,209 görüntüleme • 1 yıl önce

Today on MCG: Chris Gilbert | Pod the Squire | | $SQUIRE $SQUIRE is the token tied to a two-sided AI inference marketplace where token holders get free daily inference they can resell on chain. Compute world order. Highlights from our chat: 03:25 - The brain behind this operation 06:11 - The UsePod thesis 13:55 - Why Solana? 18:34 - AI compute as a futures market (oil futures analogy) 24:42 - Long term compute deals actively settling 28:43 - 11x week-over-week growth in token usage 33:50 - Token holders may get direct equity exposure 37:43 - Almost half a billion tokens spent on UsePod this week alone 40:05 - 6 MONSTER partnerships announced last week 41:10 - Interest from industry leaders
49:22

Today on MCG: Chris Gilbert | Pod the Squire | | $SQUIRE $SQUIRE is the token tied to a two-sided AI inference marketplace where token holders get free daily inference they can resell on chain. Compute world order. Highlights from our chat: 03:25 - The brain behind this operation 06:11 - The UsePod thesis 13:55 - Why Solana? 18:34 - AI compute as a futures market (oil futures analogy) 24:42 - Long term compute deals actively settling 28:43 - 11x week-over-week growth in token usage 33:50 - Token holders may get direct equity exposure 37:43 - Almost half a billion tokens spent on UsePod this week alone 40:05 - 6 MONSTER partnerships announced last week 41:10 - Interest from industry leaders

MCG

71,044 görüntüleme • 2 ay önce

There’s NO Chance Trillions Move Onchain Until We Solve This | Rand from Zama 00:00 Why Crypto Needs Privacy 01:24 The Biggest Problem with Public Blockchains 02:34 HTTPS for Crypto 05:38 How Zama Brings Privacy to Ethereum & Solana 06:34 Why Privacy Is Making a Comeback 08:18 Building One Privacy Layer for Every Blockchain 10:11 How Confidential Transactions Work for Users 12:17 Will Privacy Become the Default? 13:00 Confidential USDC and Private DeFi Yields 14:07 Why Institutions Can't Adopt Blockchains Yet 16:11 Zama's Story: From AI Privacy to Blockchain 19:22 The Apex/T-Rex Partnership 21:13 How Shielded Assets Actually Work 23:07 Compliance, KYC, and Preventing Illicit Activity 26:53 Zama's Goal: Encrypt 95% of On-Chain Finance 28:20 Why This Is a Winner-Takes-All Market 29:00 Zama vs. Canton Explained 30:06 Final Thoughts
30:49

There’s NO Chance Trillions Move Onchain Until We Solve This | Rand from Zama 00:00 Why Crypto Needs Privacy 01:24 The Biggest Problem with Public Blockchains 02:34 HTTPS for Crypto 05:38 How Zama Brings Privacy to Ethereum & Solana 06:34 Why Privacy Is Making a Comeback 08:18 Building One Privacy Layer for Every Blockchain 10:11 How Confidential Transactions Work for Users 12:17 Will Privacy Become the Default? 13:00 Confidential USDC and Private DeFi Yields 14:07 Why Institutions Can't Adopt Blockchains Yet 16:11 Zama's Story: From AI Privacy to Blockchain 19:22 The Apex/T-Rex Partnership 21:13 How Shielded Assets Actually Work 23:07 Compliance, KYC, and Preventing Illicit Activity 26:53 Zama's Goal: Encrypt 95% of On-Chain Finance 28:20 Why This Is a Winner-Takes-All Market 29:00 Zama vs. Canton Explained 30:06 Final Thoughts

The Wolf Of All Streets

186,891 görüntüleme • 1 ay önce

Today on MCG: tekkaadan | Founder of Litcoin Tekkaadan is a solo founder building a data marketplace where AI agents mine verified data across 22 verticals and get paid in Bitcoin The token has zero supply increase baked in from day one 👀 00:06 - Founder introduction 01:14 - Saw Botcoin and got inspired 02:10 - Ten years in crypto 02:50 - What is Litcoin? 03:44 - AI agents mine "blocks" 04:03 - The 22 verticals explained 04:54 - How do you verify the data is accurate? 05:19 - The sandbox 05:48 - 10+ miners live and submitting 07:20 - What contaminated data is 08:49 - Miners get paid in Bitcoin 10:19 - Token design 10:50 - Zero supply increase 11:01 - 5.5 billion tokens 12:26 - Mining token prices connect to protocol growth 15:08 - Explorer page 16:31 - "We have very unique data" 23:09 - OpenAI just said they're going to need more data 23:31 - Can a company come and request specific data? 23:42 - The bounty system 24:52 - 10% of bounties flow back into the ecosystem 32:31 - The data marketplace is just one part of the bigger picture 33:20 - Valuation breakdown 35:56 - North Korea and bad actors 41:58 - GPT-5 agents producing better data 42:50 - Tekkaadan's port 44:02 - Takeaways
44:31

Today on MCG: tekkaadan | Founder of Litcoin Tekkaadan is a solo founder building a data marketplace where AI agents mine verified data across 22 verticals and get paid in Bitcoin The token has zero supply increase baked in from day one 👀 00:06 - Founder introduction 01:14 - Saw Botcoin and got inspired 02:10 - Ten years in crypto 02:50 - What is Litcoin? 03:44 - AI agents mine "blocks" 04:03 - The 22 verticals explained 04:54 - How do you verify the data is accurate? 05:19 - The sandbox 05:48 - 10+ miners live and submitting 07:20 - What contaminated data is 08:49 - Miners get paid in Bitcoin 10:19 - Token design 10:50 - Zero supply increase 11:01 - 5.5 billion tokens 12:26 - Mining token prices connect to protocol growth 15:08 - Explorer page 16:31 - "We have very unique data" 23:09 - OpenAI just said they're going to need more data 23:31 - Can a company come and request specific data? 23:42 - The bounty system 24:52 - 10% of bounties flow back into the ecosystem 32:31 - The data marketplace is just one part of the bigger picture 33:20 - Valuation breakdown 35:56 - North Korea and bad actors 41:58 - GPT-5 agents producing better data 42:50 - Tekkaadan's port 44:02 - Takeaways

MCG

10,522 görüntüleme • 3 ay önce

📁 2024 #이정현 챌린지 연말결산 00:00 Like I Do (1) 00:19 3D 00:36 흠뻑 00:58 첫 만남은 계획대로 되지 않아 01:22 Grillz 01:41 으르렁 01:55 JACKPOT 02:10 뉴스쿨 올드스쿨 02:37 사랑 없는 노래 02:59 Two of Hearts 03:10 때깔 03:27 전방향 미소년 03:37 전야 03:55 To. X 04:08 my alter ego 04:19 Everytime We Touch 04:34 Donkey Donkey Donk 04:49 What You Won’t Do for Love 04:59 TAP 05:29 Mongkol Challenge 05:51 Boo Thang 06:07 WISH 06:19 올 듯 말 듯 06:45 Smoothie 07:13 Boyfriend 07:29 Swag 07:50 꽁꽁 얼어붙은 한강 위로 08:04 SWEAT 08:25 Earth, Wind & Fire 08:40 포켓몬 댄스 08:53 아낀다 09:06 MILLIONS 09:21 ZOMBIE 09:33 WORK 09:51 Wet & Wild (WATERBOMB) 10:14 LIKE THAT 10:30 내가 S면 넌 나의 N이 되어줘 10:51 Small girl 11:07 STUPIDZ 11:27 Shooting Stars 11:47 Stay With Me 12:06 Treasure 12:20 Open Always Wins 12:45 Underground 13:00 Feels 13:19 Deja vu 13:34 삐그덕 13:48 태양의 후예 14:03 Chk Chk Boom 14:29 다라리 14:35 VOICEMAIL 14:53 Jus Know 15:11 Supernatural 15:36 MCNasty 15:53 Lay It Down 16:09 Loyal 16:33 MILLION DOLLAR BABY 16:49 ZOO 17:17 doodle 17:34 시카노코 (1) 17:45 Spin 17:59 시카노코 (2) 18:10 So Hot 18:30 Big Dawgs 18:44 샹하이 로맨스 19:03 Young, Wild & Free 19:31 Tell Me 19:43 꿈빛 파티시엘 19:59 APT. 20:05 Boyfriend 20:20 Hit the Floor 20:34 혀끝 21:00 LOVE, MONEY, FAME 21:28 I Don’t Care 21:47 TRIGGER 22:04 No Doubt 22:24 머리어깨무릎발 22:34 igloo 22:53 너와의 모든 지금 23:17 Maps 23:34 Knock Knock 23:42 Like I Do (2) 24:04 Santa Tell Me 24:16 Must Have Love #EVNNE #LEEJEONGHYEON #이정현
24:27

📁 2024 #이정현 챌린지 연말결산 00:00 Like I Do (1) 00:19 3D 00:36 흠뻑 00:58 첫 만남은 계획대로 되지 않아 01:22 Grillz 01:41 으르렁 01:55 JACKPOT 02:10 뉴스쿨 올드스쿨 02:37 사랑 없는 노래 02:59 Two of Hearts 03:10 때깔 03:27 전방향 미소년 03:37 전야 03:55 To. X 04:08 my alter ego 04:19 Everytime We Touch 04:34 Donkey Donkey Donk 04:49 What You Won’t Do for Love 04:59 TAP 05:29 Mongkol Challenge 05:51 Boo Thang 06:07 WISH 06:19 올 듯 말 듯 06:45 Smoothie 07:13 Boyfriend 07:29 Swag 07:50 꽁꽁 얼어붙은 한강 위로 08:04 SWEAT 08:25 Earth, Wind & Fire 08:40 포켓몬 댄스 08:53 아낀다 09:06 MILLIONS 09:21 ZOMBIE 09:33 WORK 09:51 Wet & Wild (WATERBOMB) 10:14 LIKE THAT 10:30 내가 S면 넌 나의 N이 되어줘 10:51 Small girl 11:07 STUPIDZ 11:27 Shooting Stars 11:47 Stay With Me 12:06 Treasure 12:20 Open Always Wins 12:45 Underground 13:00 Feels 13:19 Deja vu 13:34 삐그덕 13:48 태양의 후예 14:03 Chk Chk Boom 14:29 다라리 14:35 VOICEMAIL 14:53 Jus Know 15:11 Supernatural 15:36 MCNasty 15:53 Lay It Down 16:09 Loyal 16:33 MILLION DOLLAR BABY 16:49 ZOO 17:17 doodle 17:34 시카노코 (1) 17:45 Spin 17:59 시카노코 (2) 18:10 So Hot 18:30 Big Dawgs 18:44 샹하이 로맨스 19:03 Young, Wild & Free 19:31 Tell Me 19:43 꿈빛 파티시엘 19:59 APT. 20:05 Boyfriend 20:20 Hit the Floor 20:34 혀끝 21:00 LOVE, MONEY, FAME 21:28 I Don’t Care 21:47 TRIGGER 22:04 No Doubt 22:24 머리어깨무릎발 22:34 igloo 22:53 너와의 모든 지금 23:17 Maps 23:34 Knock Knock 23:42 Like I Do (2) 24:04 Santa Tell Me 24:16 Must Have Love #EVNNE #LEEJEONGHYEON #이정현

이브..

25,809 görüntüleme • 1 yıl önce

Everyone is talking about "New Media" but wtf does it mean? New Media has been a term since 1998, but the revitalized version is something new... Here's why everyone (VCs, tradMedia, creators) is rushing into the category What is "New Media"? 00:00 - 00:29 Intro 00:29 - 01:15 The Agenda 01:15 - 02:42 Creator Economy vs. New Media 02:42 - 03:56 Assets and Risk 03:56 - 05:23 The Audience Spectrum 05:23 - 08:37 Why No One Agrees 08:37 - 11:14 The New Media Framework 11:14 - 16:30 Framework in Action 16:30 - 18:28 Entertainment in Professional Media 18:28 - 19:10 The 2 Modes of New Media 19:10 - 21:37 Why VCs are Bullish 21:37 - 24:08 My Pivot TLDW - New media is the creator economy when it grows up and gets a real job. Different asset: position in an industry's conversation, not audience-as-business - Entertainment is a requirement. Professional audiences are humans. We want media that is fun - The category is two years old and massively undercrowded. Almost every consumer entertainment format hasn't been ported to a professional audience yet What do you think? What did I miss?
24:08

Everyone is talking about "New Media" but wtf does it mean? New Media has been a term since 1998, but the revitalized version is something new... Here's why everyone (VCs, tradMedia, creators) is rushing into the category What is "New Media"? 00:00 - 00:29 Intro 00:29 - 01:15 The Agenda 01:15 - 02:42 Creator Economy vs. New Media 02:42 - 03:56 Assets and Risk 03:56 - 05:23 The Audience Spectrum 05:23 - 08:37 Why No One Agrees 08:37 - 11:14 The New Media Framework 11:14 - 16:30 Framework in Action 16:30 - 18:28 Entertainment in Professional Media 18:28 - 19:10 The 2 Modes of New Media 19:10 - 21:37 Why VCs are Bullish 21:37 - 24:08 My Pivot TLDW - New media is the creator economy when it grows up and gets a real job. Different asset: position in an industry's conversation, not audience-as-business - Entertainment is a requirement. Professional audiences are humans. We want media that is fun - The category is two years old and massively undercrowded. Almost every consumer entertainment format hasn't been ported to a professional audience yet What do you think? What did I miss?

Ashni

23,969 görüntüleme • 3 ay önce

“Quant trading is simpler than people think.” Goon joins the Insilico Terminal Podcast to talk about finding crypto edges, market making, and why the best trades often come from clicking around broken markets before anyone else notices. We covered TradFi, early DeFi rugs, solo trading, perp DEXs, Hyperliquid, prediction markets, bad bots, points farming, and the on-chain casino arb that turned into PvP. 00:00 Intro + CryptoGoon’s background 04:31 Getting rugged and discovering early DeFi 07:08 Why TradFi-style edges worked in 2021 crypto 11:03 Solo trading vs trading inside a firm 15:25 The on-chain casino arb that became PvP 24:13 Finding edge early on new perp DEXs 31:10 Why quant trading is simpler than people think 38:39 Why points farming can reveal real edge 53:01 Crypto morale, HYPE, and where the market is now
59:58

“Quant trading is simpler than people think.” Goon joins the Insilico Terminal Podcast to talk about finding crypto edges, market making, and why the best trades often come from clicking around broken markets before anyone else notices. We covered TradFi, early DeFi rugs, solo trading, perp DEXs, Hyperliquid, prediction markets, bad bots, points farming, and the on-chain casino arb that turned into PvP. 00:00 Intro + CryptoGoon’s background 04:31 Getting rugged and discovering early DeFi 07:08 Why TradFi-style edges worked in 2021 crypto 11:03 Solo trading vs trading inside a firm 15:25 The on-chain casino arb that became PvP 24:13 Finding edge early on new perp DEXs 31:10 Why quant trading is simpler than people think 38:39 Why points farming can reveal real edge 53:01 Crypto morale, HYPE, and where the market is now

Insilico Terminal

19,138 görüntüleme • 2 ay önce