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Today on MCG $MET | Meteora w/ Pranave | Meteora Key highlights include: 00:00 – Intro: Pranave joins MCG Live for the first time 02:03 – Building the LP Army: how the LP Academy turns complex LPing into a step-by-step journey 06:41 – Third-party dev ecosystem explained 09:41 –... Liquid funds explained: why mandates push funds toward Meteora as the "shining example" of DEX exposure 11:37 – The equities wave: $2.9B in volume through Sunrise alone, $370M of that tokenized equities 12:57 – H1 scale: $1.47B in volume through DLMM v2 pools 14:00 – Why long-tail wins: Meteora's edge on niche assets over high-volume monetization 15:01 – The PumpFun symbiosis: "it's never Pump Fun vs Meteora", 50% of fees come from Pump Fun tokens 21:34 – July numbers: $3.9B volume, fees up 25% MoM despite lower volume, thanks to dynamic fees 23:03 – Q2 revenue breakdown: LP pool revenue $2.6M vs $1.9M 28:21 – MET buybacks: ~$14M spent, 4% of supply (37.37M tokens) acquired 28:52 – Leadership transition: Soju stepping back — "absolutely nothing has changed" on token-value strategy 30:13 – Treasury transparency pulled: removed public treasury numbers after a wave of protocol hacks/exploits 39:49 – 12-month scorecard: ~$100B total volume, $555M total fees, $50M protocol revenue — H2 2026 projected north of $25M 40:24 – Teaser: a new product launch coming up, tied to DBC/launchpad upgradesshow more

MCG

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16,891 views • 4 months ago

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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 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 🦁

586,381 views • 7 months ago

NEW: Inside $11B Harvey HQ w/ CEO Winston Weinberg Exclusive tour of their gorgeous SF office & an update on their scale.. TLDR: they're ripping. At 4 years old, Harvey has reached: - Passed $300M ARR this month (3x growth from $100M last August) - Nearly 1K employees, 12 global offices - ~2,000 customers - DAU/MAU up from 36% to 52% this year - 42% of revenue from in-house corporates - Token usage: 1T in January to a projected 13T this month The $11 billion AI platform now used by 2/3 of the AmLaw 100 & 500+ in-house legal teams including HSBC, Bridgewater, Carvana, Blue Owl "I think every single company is going to sell intelligence." - Winston Weinberg Co-Founder Gabe Pereyra + Head of Applied Research Niko coming on next 👀 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Winston Weinberg, Co-Founder & CEO at Harvey (00:45) Inside Harvey HQ (03:17) Harvey by the numbers (04:11) How Harvey expands globally (05:16) Why Harvey employs 200+ lawyers (06:30) The philosophy behind Harvey's office (07:35) The loudest lunch culture in tech (09:03) Winston's favorite room (10:04) Eight Airbnbs before a real office (12:58) Inside a $300M ARR company (14:20) Tripling revenue in under a year (15:35) What $1B+ unlocks (17:36) Building an AI native company (21:10) Convincing lawyers to join tech (22:14) The biggest adjustment for lawyers in tech (23:26) Build vs buy (26:59) What SaaS got away with that AI can't (28:39) Financing 13 trillion tokens (30:05) Why the labs can't just copy Harvey (31:18) Competing with OpenAI & Anthropic (32:03) Will the labs start acquiring? (32:50) Does every task need frontier intelligence? (34:23) Why legal benchmarks are broken (35:30) Ordering the same meal 467 times

NEW: Inside $11B Harvey HQ w/ CEO Winston Weinberg Exclusive tour of their gorgeous SF office & an update on their scale.. TLDR: they're ripping. At 4 years old, Harvey has reached: - Passed $300M ARR this month (3x growth from $100M last August) - Nearly 1K employees, 12 global offices - ~2,000 customers - DAU/MAU up from 36% to 52% this year - 42% of revenue from in-house corporates - Token usage: 1T in January to a projected 13T this month The $11 billion AI platform now used by 2/3 of the AmLaw 100 & 500+ in-house legal teams including HSBC, Bridgewater, Carvana, Blue Owl "I think every single company is going to sell intelligence." - Winston Weinberg Co-Founder Gabe Pereyra + Head of Applied Research Niko coming on next 👀 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Winston Weinberg, Co-Founder & CEO at Harvey (00:45) Inside Harvey HQ (03:17) Harvey by the numbers (04:11) How Harvey expands globally (05:16) Why Harvey employs 200+ lawyers (06:30) The philosophy behind Harvey's office (07:35) The loudest lunch culture in tech (09:03) Winston's favorite room (10:04) Eight Airbnbs before a real office (12:58) Inside a $300M ARR company (14:20) Tripling revenue in under a year (15:35) What $1B+ unlocks (17:36) Building an AI native company (21:10) Convincing lawyers to join tech (22:14) The biggest adjustment for lawyers in tech (23:26) Build vs buy (26:59) What SaaS got away with that AI can't (28:39) Financing 13 trillion tokens (30:05) Why the labs can't just copy Harvey (31:18) Competing with OpenAI & Anthropic (32:03) Will the labs start acquiring? (32:50) Does every task need frontier intelligence? (34:23) Why legal benchmarks are broken (35:30) Ordering the same meal 467 times

Molly O’Shea

389,523 views • 3 months ago

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

110,295 views • 4 months ago

E185: Variational - Zero Fees, More Assets, No Funding Rate lucas.var co-founded a hedge fund at 20 that Digital Currency Group acquired a year later, then walked away from that exit to build Variational that now sits second only to Hyperliquid in open interest and daily volume. His argument: crypto rebuilt exchanges before it built brokers, and that architectural gap is what's holding on-chain trading back. 0:00 Intro 2:20 Merch, Travel & Being Back in Singapore 5:13 Who Is Lucas Schuermann? 5:24 How Lucas Thinks About Building Trust 6:03 Starting College at Age 12 8:26 How Do You Actually Skip That Many Grades? 9:45 Making Friends Six Years Younger Than Everyone Else 10:40 Are You Still a "Weirdo" at 30? 11:40 Starting a Hedge Fund at 20 - "Hubris of the Young" 14:09 From Paper-Reading Group to a Real Fund 16:50 Acquired by Digital Currency Group at 21 18:59 Why Sell the Fund to DCG? 19:54 Sponsors: Variational & Bitwise 20:47 Did You Regret Selling That Early? 21:51 The Money DCG Made Off Their Work 22:38 Starting a Market Making Firm 24:46 Explain Variational Protocol to Your Mom 26:49 Biggest Mistake Building Variational 28:13 The "Holy Sh*t, We Built Something Massive" Moment 29:54 Reason #1: Zero Fees 32:59 How Do You Trust the Price With Only One Market Maker? 34:33 Are Trading Fees a Scam? 35:29 How Much Do Fees Actually Cost Traders? 36:33 Reason #2: Asset Selection & What "Liquidity" Really Means 40:20 Why Hasn't Crypto Solved This Already? 42:39 Where On-Chain Order Books Break at Scale 46:04 Sponsor: KAST 46:52 Why Wouldn't a Hyperliquid Trader Switch to Variational? 49:28 Who Gets Destroyed When Wall Street Liquidity Arrives On-Chain 51:18 Reason #3: Swaps 52:34 The Real Problem With Perps: Funding Rates 55:18 Roger's BitMEX Story: "Holy Sht, I Can Print More Bitcoin" 58:44 The Hard Lesson: Wiped Out by Funding Fees 1:00:38 Why Perps Are Easy but Options Aren't 1:01:13 What Is a Swap, Really? 1:03:20 How Swaps Beat Perps 1:05:28 Why Raise $50M in May? 1:07:30 Sponsor: Jupiter & Ethena 1:08:14 Does VC Funding Help or Hurt a Project? 1:09:46 Variational vs. Hyperliquid: The Architecture Difference 1:11:44 Why Didn't Hyperliquid Build for Hundreds of Assets First? 1:13:14 Staying Relevant After the Points Program Ends 1:15:11 The "AWS of Liquidity" Analogy, Revisited 1:16:47 What Hyperliquid Gets Wrong About the Future 1:17:48 What Variational Could Get Wrong 1:19:06 Who Wins Long Term: Binance, Coinbase, Hyperliquid, or Variational? 1:21:39 Bitcoin Price Outlook & Crypto Adoption in 2026-27 1:23:59 Variational's Endgame 1:25:51 The One Thing to Remember 1:27:18 Closing Thoughts

E185: Variational - Zero Fees, More Assets, No Funding Rate lucas.var co-founded a hedge fund at 20 that Digital Currency Group acquired a year later, then walked away from that exit to build Variational that now sits second only to Hyperliquid in open interest and daily volume. His argument: crypto rebuilt exchanges before it built brokers, and that architectural gap is what's holding on-chain trading back. 0:00 Intro 2:20 Merch, Travel & Being Back in Singapore 5:13 Who Is Lucas Schuermann? 5:24 How Lucas Thinks About Building Trust 6:03 Starting College at Age 12 8:26 How Do You Actually Skip That Many Grades? 9:45 Making Friends Six Years Younger Than Everyone Else 10:40 Are You Still a "Weirdo" at 30? 11:40 Starting a Hedge Fund at 20 - "Hubris of the Young" 14:09 From Paper-Reading Group to a Real Fund 16:50 Acquired by Digital Currency Group at 21 18:59 Why Sell the Fund to DCG? 19:54 Sponsors: Variational & Bitwise 20:47 Did You Regret Selling That Early? 21:51 The Money DCG Made Off Their Work 22:38 Starting a Market Making Firm 24:46 Explain Variational Protocol to Your Mom 26:49 Biggest Mistake Building Variational 28:13 The "Holy Sh*t, We Built Something Massive" Moment 29:54 Reason #1: Zero Fees 32:59 How Do You Trust the Price With Only One Market Maker? 34:33 Are Trading Fees a Scam? 35:29 How Much Do Fees Actually Cost Traders? 36:33 Reason #2: Asset Selection & What "Liquidity" Really Means 40:20 Why Hasn't Crypto Solved This Already? 42:39 Where On-Chain Order Books Break at Scale 46:04 Sponsor: KAST 46:52 Why Wouldn't a Hyperliquid Trader Switch to Variational? 49:28 Who Gets Destroyed When Wall Street Liquidity Arrives On-Chain 51:18 Reason #3: Swaps 52:34 The Real Problem With Perps: Funding Rates 55:18 Roger's BitMEX Story: "Holy Sht, I Can Print More Bitcoin" 58:44 The Hard Lesson: Wiped Out by Funding Fees 1:00:38 Why Perps Are Easy but Options Aren't 1:01:13 What Is a Swap, Really? 1:03:20 How Swaps Beat Perps 1:05:28 Why Raise $50M in May? 1:07:30 Sponsor: Jupiter & Ethena 1:08:14 Does VC Funding Help or Hurt a Project? 1:09:46 Variational vs. Hyperliquid: The Architecture Difference 1:11:44 Why Didn't Hyperliquid Build for Hundreds of Assets First? 1:13:14 Staying Relevant After the Points Program Ends 1:15:11 The "AWS of Liquidity" Analogy, Revisited 1:16:47 What Hyperliquid Gets Wrong About the Future 1:17:48 What Variational Could Get Wrong 1:19:06 Who Wins Long Term: Binance, Coinbase, Hyperliquid, or Variational? 1:21:39 Bitcoin Price Outlook & Crypto Adoption in 2026-27 1:23:59 Variational's Endgame 1:25:51 The One Thing to Remember 1:27:18 Closing Thoughts

MR SHIFT 🦁

72,712 views • 26 days ago

this week in the meteora ecosystem: october 5th meteora dbc hackathon ends october 12th $20,000 prize pool for colosseum x superteamearn track -> builders keep shipping. across 27+ projects, builders are exploring what assets can do onchain, how markets form & who earns from their activity. recap of select projects, building on meteora's permissionless tech ↓ token-22 transfer hooks accelerates: → Hooked now lists 646 launches, 37 rules in use & 10 graduations, including combined rules, social trading, DAO hooks & trading-hour restrictions. → Ember continues exploring stock-paired launches, transfer hooks, configurable fee modules & WHEEL stock rewards. → SPEC lists 71 extensions, configurable quote assets & fees, plus AI-assisted hook creation. → hours explores scheduled markets using token-22 transfer hooks on meteora DBC. → Bread is exploring main-pool trading restrictions through transfer hooks & quote-asset fee collection. -- give trading fees somewhere to go. → PerpsPad routes fees into leveraged positions, with profits supporting buybacks & burns. it also offers buyback + liquidity routing. Poise Finance released: trade on your conviction. → Purps’ API v2 supports launches & fee strategies across PURPS, pump & Pons. → OTC directs creator fees into tokenized-stock rewards, alongside NFT desks that accrue stocks from protocol revenue. → Ethics Launchpad’s Trust lets communities collectively fund launches, with 70% of trading fees allocated to token holders. → RevShare has announced NEAR support as it expands across chains. → curve’s 29 september update reported 91.52m CURVE burned, alongside a shift toward funding burns through its native token tax. -- new assets. new reasons to participate. → Stonk Options™ enables stock-paired tokens that reward verified employees in their employer’s tokenized stock. → VaultBags reports $4,286 claimed by holders, 283 holders & 76.66 SOL in fees processed, connecting trading fees to an agent-managed RWA treasury. → LFOWN focuses on memecoin launches paired with MetaDAO ownership coins. → x7’s public listings describe stock-paired launches. → Stoxes.fun advertises a Floor Reserve for launched tokens. its mechanics need closer review before drawing conclusions about holder protection. → opcode has surfaced references to a funded NVDAx/USDC mainnet market. -- discovery becomes part of the market. → Trends App’s indexed API docs describe TikTok creator discovery, sponsored-video tokenization & creator earnings. → ChainRot connects short-video discovery, creator launches & mainnet trading in one feed. → wdyt puts prediction markets before launches. a token launches only when YES backing reaches its target before the deadline. → Scribe has announced image inscriptions through its launchpad & a site update. → OneOnly.lol has announced a trader leaderboard & duplicate prevention. → Shift’s available docs cover launchpad migration tooling & IP services; a fresh release update is still needed. → Corium turns launches into bounty races: traders who buy the final 10% of a curve & hold through graduation split its bounty. users can also sponsor new coin ideas, while a weekly leaderboard distributes 25% of platform fees. -- agents need tools. → clawpump presents a 132-tool MCP connector spanning wallets, launches, trading & payments. → Minirouter connects AI models through one API with crypto payments. its dashboard reports 5bn tokens served & 206.1k successful requests from 4 september to 3 october. builders will win. meteora ∞ -- *snapshot: 5 october. figures are platform-reported. this roundup includes current products & earlier announcements. check platforms for current & accurate info. inclusion doesn’t imply project or token endorsement. NFA. DYOR.

this week in the meteora ecosystem: october 5th meteora dbc hackathon ends october 12th $20,000 prize pool for colosseum x superteamearn track -> builders keep shipping. across 27+ projects, builders are exploring what assets can do onchain, how markets form & who earns from their activity. recap of select projects, building on meteora's permissionless tech ↓ token-22 transfer hooks accelerates: → Hooked now lists 646 launches, 37 rules in use & 10 graduations, including combined rules, social trading, DAO hooks & trading-hour restrictions. → Ember continues exploring stock-paired launches, transfer hooks, configurable fee modules & WHEEL stock rewards. → SPEC lists 71 extensions, configurable quote assets & fees, plus AI-assisted hook creation. → hours explores scheduled markets using token-22 transfer hooks on meteora DBC. → Bread is exploring main-pool trading restrictions through transfer hooks & quote-asset fee collection. -- give trading fees somewhere to go. → PerpsPad routes fees into leveraged positions, with profits supporting buybacks & burns. it also offers buyback + liquidity routing. Poise Finance released: trade on your conviction. → Purps’ API v2 supports launches & fee strategies across PURPS, pump & Pons. → OTC directs creator fees into tokenized-stock rewards, alongside NFT desks that accrue stocks from protocol revenue. → Ethics Launchpad’s Trust lets communities collectively fund launches, with 70% of trading fees allocated to token holders. → RevShare has announced NEAR support as it expands across chains. → curve’s 29 september update reported 91.52m CURVE burned, alongside a shift toward funding burns through its native token tax. -- new assets. new reasons to participate. → Stonk Options™ enables stock-paired tokens that reward verified employees in their employer’s tokenized stock. → VaultBags reports $4,286 claimed by holders, 283 holders & 76.66 SOL in fees processed, connecting trading fees to an agent-managed RWA treasury. → LFOWN focuses on memecoin launches paired with MetaDAO ownership coins. → x7’s public listings describe stock-paired launches. → Stoxes.fun advertises a Floor Reserve for launched tokens. its mechanics need closer review before drawing conclusions about holder protection. → opcode has surfaced references to a funded NVDAx/USDC mainnet market. -- discovery becomes part of the market. → Trends App’s indexed API docs describe TikTok creator discovery, sponsored-video tokenization & creator earnings. → ChainRot connects short-video discovery, creator launches & mainnet trading in one feed. → wdyt puts prediction markets before launches. a token launches only when YES backing reaches its target before the deadline. → Scribe has announced image inscriptions through its launchpad & a site update. → OneOnly.lol has announced a trader leaderboard & duplicate prevention. → Shift’s available docs cover launchpad migration tooling & IP services; a fresh release update is still needed. → Corium turns launches into bounty races: traders who buy the final 10% of a curve & hold through graduation split its bounty. users can also sponsor new coin ideas, while a weekly leaderboard distributes 25% of platform fees. -- agents need tools. → clawpump presents a 132-tool MCP connector spanning wallets, launches, trading & payments. → Minirouter connects AI models through one API with crypto payments. its dashboard reports 5bn tokens served & 206.1k successful requests from 4 september to 3 october. builders will win. meteora ∞ -- *snapshot: 5 october. figures are platform-reported. this roundup includes current products & earlier announcements. check platforms for current & accurate info. inclusion doesn’t imply project or token endorsement. NFA. DYOR.

Meteora Ecosystem

13,446 views • 1 day ago

My first interview with Eric Jorgenson 📚 ☀️, Author of The Book of Elon. 0:12 Why Elon outcompetes everyone 1:53 Not wanting to be CEO 6:15 Why there was a 1 in 100 chance of Tesla and SpaceX both succeeding 10:03 Thinking in lost future revenue 11:58 Living with a gun next to his bed 15:02 How Elon starts companies 19:23 Giving Larry Page an early demo of the Roadster 21:27 Why Elon calls people into the factory at 2am 25:01 The 20 people who execute Elon’s will autonomously - MrBeast clones 28:52 Working with Elon is doing a tour of duty 31:18 Creating a grand vision that people can believe in 36:42 How to thrive under Elon 37:30 The Algorithm - question every requirement, delete part or process, simplify and optimize, accelerate, automate 41:38 Setting up a tent factory in the Tesla Fremont parking lot 43:28 How Elon would play the game if he was born 300 years ago 45:10 Empathy for the individual vs empathy for the mission 46:57 Being feared vs being loved 48:38 The endless churn at Elon companies 50:49 Ruthlessness and having a willingness to be disliked 56:08 Creating enemies and chaos 58:37 Shifting SpaceX’s focus from Mars to building a base on the Moon 1:00:07 Justifying Tesla’s valuation by reseting the vision 1:02:21 The S-Curve of ambition - colonizing planets, Starlink, Terafab 1:04:44 Throwing billions of dollars behind new companies 1:06:22 A great team is just the sum of the individual vectors 1:11:09 The idiot index at an industry-scale 1:13:53 Why it’s critical for space companies to control launch 1:15:44 Thinking in limits 1:18:47 Expanding the vision until no one can measure it 1:23:41 Internalizing pain and dealing with setbacks 1:26:03 The evolution of Elon’s operating philosophy over the last 30 years 1:27:37 Effectiveness

My first interview with Eric Jorgenson 📚 ☀️, Author of The Book of Elon. 0:12 Why Elon outcompetes everyone 1:53 Not wanting to be CEO 6:15 Why there was a 1 in 100 chance of Tesla and SpaceX both succeeding 10:03 Thinking in lost future revenue 11:58 Living with a gun next to his bed 15:02 How Elon starts companies 19:23 Giving Larry Page an early demo of the Roadster 21:27 Why Elon calls people into the factory at 2am 25:01 The 20 people who execute Elon’s will autonomously - MrBeast clones 28:52 Working with Elon is doing a tour of duty 31:18 Creating a grand vision that people can believe in 36:42 How to thrive under Elon 37:30 The Algorithm - question every requirement, delete part or process, simplify and optimize, accelerate, automate 41:38 Setting up a tent factory in the Tesla Fremont parking lot 43:28 How Elon would play the game if he was born 300 years ago 45:10 Empathy for the individual vs empathy for the mission 46:57 Being feared vs being loved 48:38 The endless churn at Elon companies 50:49 Ruthlessness and having a willingness to be disliked 56:08 Creating enemies and chaos 58:37 Shifting SpaceX’s focus from Mars to building a base on the Moon 1:00:07 Justifying Tesla’s valuation by reseting the vision 1:02:21 The S-Curve of ambition - colonizing planets, Starlink, Terafab 1:04:44 Throwing billions of dollars behind new companies 1:06:22 A great team is just the sum of the individual vectors 1:11:09 The idiot index at an industry-scale 1:13:53 Why it’s critical for space companies to control launch 1:15:44 Thinking in limits 1:18:47 Expanding the vision until no one can measure it 1:23:41 Internalizing pain and dealing with setbacks 1:26:03 The evolution of Elon’s operating philosophy over the last 30 years 1:27:37 Effectiveness

Ti Morse

126,252 views • 5 months ago

Over 2 years ago, the Solana Saga launched. Today, the Solana Seeker device was released. And to be honest, it's a lot better. I sat down with Seeker | Solana Mobile GM m-it.skr, who shared the team's journey from selling 20K Saga devices to 150K+ Seeker phones. We dive into its new features including its wallet, Seed Vault, Seeker ID and the 100+ web3 apps integrated into its Solana dApp store. We also discuss how it's battling bots with its devices, the plan to launch the new $SKR token and 's goal to sell 1M+ devices. Timestamps 00:00 – Solana Seeker: New Phone, New Vision 01:00 – From Saga to Seeker: 20K to 150K Phones Sold 03:11 – Why Solana Took Mobile Seriously Early 05:22 – Challenging the Duopoly: Apple vs Solana Mobile 07:20 – Secondary Device to Primary Phone: The Shift 08:23 – Seeker Season: Weekly App Incentives & Rewards 09:53 – Crypto-Friendly App Store With Zero Fees 12:01 – Will Non-Solana DApps Be Supported? 14:28 – Seeker ID: Unique Identity & Anti-Sybil Tools 18:46 – Will Seeker Tools Expand to Other Phones? 20:12 – Seed Vault & Key Vault Wallet Explained 24:10 – Global Shipping & Target Markets 26:42 – Tokenized Stocks in Wallet (xStock Feature) 30:57 – The SKR Token: When, Why, and How 34:42 – Seeker Flywheel & Ecosystem Growth Strategy 41:50 – Final Advice: Stay Small, Stay Nimble This episode is a part of the Solana Sessions campaign by and the Talking Tokens Podcast podcast, diving into founders’ journeys and startups building on Solana.

Over 2 years ago, the Solana Saga launched. Today, the Solana Seeker device was released. And to be honest, it's a lot better. I sat down with Seeker | Solana Mobile GM m-it.skr, who shared the team's journey from selling 20K Saga devices to 150K+ Seeker phones. We dive into its new features including its wallet, Seed Vault, Seeker ID and the 100+ web3 apps integrated into its Solana dApp store. We also discuss how it's battling bots with its devices, the plan to launch the new $SKR token and 's goal to sell 1M+ devices. Timestamps 00:00 – Solana Seeker: New Phone, New Vision 01:00 – From Saga to Seeker: 20K to 150K Phones Sold 03:11 – Why Solana Took Mobile Seriously Early 05:22 – Challenging the Duopoly: Apple vs Solana Mobile 07:20 – Secondary Device to Primary Phone: The Shift 08:23 – Seeker Season: Weekly App Incentives & Rewards 09:53 – Crypto-Friendly App Store With Zero Fees 12:01 – Will Non-Solana DApps Be Supported? 14:28 – Seeker ID: Unique Identity & Anti-Sybil Tools 18:46 – Will Seeker Tools Expand to Other Phones? 20:12 – Seed Vault & Key Vault Wallet Explained 24:10 – Global Shipping & Target Markets 26:42 – Tokenized Stocks in Wallet (xStock Feature) 30:57 – The SKR Token: When, Why, and How 34:42 – Seeker Flywheel & Ecosystem Growth Strategy 41:50 – Final Advice: Stay Small, Stay Nimble This episode is a part of the Solana Sessions campaign by and the Talking Tokens Podcast podcast, diving into founders’ journeys and startups building on Solana.

Jacquelyn Melinek

44,298 views • 1 year ago

$NEW: Private Jets 101 — Should you buy the $75M+ Global 8000? SpaceX, OpenAI, Anthropic, Cerebras, Cursor.. we're in the biggest wealth event of all time, with $4T+ in combined value The most sought-after next step is flying private. I flew Van Nuys to SF on a Challenger 350 w/ Craft ( Part 135 charter company) founder Israel Slodowitz (Izzy) to break down what flying private actually costs We cover: › Who flies more: Elon, Sergey Brin, Jensen, Alex Karp, Taylor Swift? › PJ shortage?! › Charter vs jet card vs fractional vs own › A G650 that sold in one hour › What a jet really costs per year › Why capital gains wealth can't write off a jet › The $10M deduction w/ $2M down (+recapture trap) › Hidden fees, safety gaps, & first-timer mistakes that cost the most › Does flying private actually cure jet lag? › Starlink Video also features Captain Raz Matus. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Israel Slodowitz, Founder & CEO of Craft (00:58) The state of Private Aviation in 2026 (04:09) Why first time buyers are buying the biggest planes (05:14) A coming shortage of private jets (06:00) The Private Jet size chart nobody explains (08:26) When does it make sense to buy vs. charter? (11:24) The real cost of a $75M jet (13:30) Breaking down prices by jet category (15:07) Charter vs. Jet card vs. Fractional ownership (19:31) Inside Craft's exchange fund model (25:33) The most economical way to fly private (26:24) Alex Karp's $17M flight bill (28:01) How Aircraft financing actually works (29:25) The Biggest mistakes people make buying a plane (30:23) What to ask before you buy any Private Jet (33:48) The best part of being a Pilot (34:38) The Biggest misconception about Private Aviation (35:48) How Starlink changed the business (37:03) Why Commercial WiFi is so far behind (42:12) The real causes of aircraft downtime (43:48) Do plane windows actually pop out? (45:04) Why jet prices are climbing as supply shrinks (47:25) How to avoid buying the wrong Private Jet (48:58) The Tax Loophole behind $75M Private Jets (58:52) Biggest Health hacks while flying (1:00:02) The Hidden fees in Chartering (1:02:39) The Wildest onboard story (1:03:25) Safety standards and how to vet an operator (1:05:59) Why Pilots refuse to fly into Aspen at night (1:07:26) The Busiest private airports in the U.S. (1:09:39) Flying private, work culture, & the future of wealth (1:11:15) How Captain Raz became a private pilot (1:13:16) The real health hacks for surviving constant flying (1:14:13) Do you actually need a flight attendant on a private jet? (1:17:07) What to actually look for when chartering or buying a jet (1:18:04) His favorite plane vs. the hardest one to fly (1:21:05) The Wildest in-flight catering secret nobody admits$

NEW: Private Jets 101 — Should you buy the $75M+ Global 8000? SpaceX, OpenAI, Anthropic, Cerebras, Cursor.. we're in the biggest wealth event of all time, with $4T+ in combined value The most sought-after next step is flying private. I flew Van Nuys to SF on a Challenger 350 w/ Craft ( Part 135 charter company) founder Israel Slodowitz (Izzy) to break down what flying private actually costs We cover: › Who flies more: Elon, Sergey Brin, Jensen, Alex Karp, Taylor Swift? › PJ shortage?! › Charter vs jet card vs fractional vs own › A G650 that sold in one hour › What a jet really costs per year › Why capital gains wealth can't write off a jet › The $10M deduction w/ $2M down (+recapture trap) › Hidden fees, safety gaps, & first-timer mistakes that cost the most › Does flying private actually cure jet lag? › Starlink Video also features Captain Raz Matus. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Israel Slodowitz, Founder & CEO of Craft (00:58) The state of Private Aviation in 2026 (04:09) Why first time buyers are buying the biggest planes (05:14) A coming shortage of private jets (06:00) The Private Jet size chart nobody explains (08:26) When does it make sense to buy vs. charter? (11:24) The real cost of a $75M jet (13:30) Breaking down prices by jet category (15:07) Charter vs. Jet card vs. Fractional ownership (19:31) Inside Craft's exchange fund model (25:33) The most economical way to fly private (26:24) Alex Karp's $17M flight bill (28:01) How Aircraft financing actually works (29:25) The Biggest mistakes people make buying a plane (30:23) What to ask before you buy any Private Jet (33:48) The best part of being a Pilot (34:38) The Biggest misconception about Private Aviation (35:48) How Starlink changed the business (37:03) Why Commercial WiFi is so far behind (42:12) The real causes of aircraft downtime (43:48) Do plane windows actually pop out? (45:04) Why jet prices are climbing as supply shrinks (47:25) How to avoid buying the wrong Private Jet (48:58) The Tax Loophole behind $75M Private Jets (58:52) Biggest Health hacks while flying (1:00:02) The Hidden fees in Chartering (1:02:39) The Wildest onboard story (1:03:25) Safety standards and how to vet an operator (1:05:59) Why Pilots refuse to fly into Aspen at night (1:07:26) The Busiest private airports in the U.S. (1:09:39) Flying private, work culture, & the future of wealth (1:11:15) How Captain Raz became a private pilot (1:13:16) The real health hacks for surviving constant flying (1:14:13) Do you actually need a flight attendant on a private jet? (1:17:07) What to actually look for when chartering or buying a jet (1:18:04) His favorite plane vs. the hardest one to fly (1:21:05) The Wildest in-flight catering secret nobody admits

Molly O’Shea

1,160,161 views • 3 months ago

"They are not going to be able to raise rates." Jordi Visser (Jordi Visser) ran capital at Weiss Multi-Strategy Advisers as CIO. 30 years on Wall Street. Built one of the first volatility-arbitrage frameworks for systematic hedge funds. Managed billions through three crises, never had a thesis-driven blow-up year. "Interest payments on US debt are now bigger than what we spend on defense. Over a trillion dollars a year. This is what Bitcoin was made for." We cover: — Why the Fed is mathematically trapped and how the trillion-dollar interest math forces every policy decision from here — Why "bubble talk" is intellectually lazy: PE goes UP in bubbles, not down, and right now PE is contracting while earnings grow 27% — The AI-agents-eat-tokens thesis: why agentic AI doesn't care about dollars and what that means for compute-backed assets — Why belief is harder than fundamentals: fundamentals come and go, belief systems don't, and which belief is breaking in 2026 — The Bitcoin call no other macro guy on Wall Street will make publicly: new all-time highs before year-end — Why most hedge funds will underperform Bitcoin this cycle and the structural reason it has nothing to do with crypto — The single chart that made Jordi go from skeptic to allocator and why it hasn't reversed — What the 2020-2026 monetary regime actually was, named correctly for the first time Thanks to Jordi for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:42 - Bitcoin Lagging 03:16 - AI Investment 07:14 - Price vs Narrative 12:15 - Market Dynamics 21:28 - AI Trading 25:24 - AI Democratizes Wealth 36:26 - Crypto Transition 39:40 - Elliott Waves 44:08 - Banana Zone 49:37 - Fundamentals vs Technicals 55:14 - Ethereum Future

"They are not going to be able to raise rates." Jordi Visser (Jordi Visser) ran capital at Weiss Multi-Strategy Advisers as CIO. 30 years on Wall Street. Built one of the first volatility-arbitrage frameworks for systematic hedge funds. Managed billions through three crises, never had a thesis-driven blow-up year. "Interest payments on US debt are now bigger than what we spend on defense. Over a trillion dollars a year. This is what Bitcoin was made for." We cover: — Why the Fed is mathematically trapped and how the trillion-dollar interest math forces every policy decision from here — Why "bubble talk" is intellectually lazy: PE goes UP in bubbles, not down, and right now PE is contracting while earnings grow 27% — The AI-agents-eat-tokens thesis: why agentic AI doesn't care about dollars and what that means for compute-backed assets — Why belief is harder than fundamentals: fundamentals come and go, belief systems don't, and which belief is breaking in 2026 — The Bitcoin call no other macro guy on Wall Street will make publicly: new all-time highs before year-end — Why most hedge funds will underperform Bitcoin this cycle and the structural reason it has nothing to do with crypto — The single chart that made Jordi go from skeptic to allocator and why it hasn't reversed — What the 2020-2026 monetary regime actually was, named correctly for the first time Thanks to Jordi for coming on New Era Finance Podcast. Highlights: 00:00 - Intro 00:42 - Bitcoin Lagging 03:16 - AI Investment 07:14 - Price vs Narrative 12:15 - Market Dynamics 21:28 - AI Trading 25:24 - AI Democratizes Wealth 36:26 - Crypto Transition 39:40 - Elliott Waves 44:08 - Banana Zone 49:37 - Fundamentals vs Technicals 55:14 - Ethereum Future

Michaël van de Poppe

651,475 views • 4 months ago

NEW POD vitalik.eth on the greenpill.network podcast for a year-end deep dive into public goods funding in the Ethereum ecosystem. Thx Devansh Mehta for co-hosting. We discuss how the landscape has shifted from “vibes-based” funding to verifiable, dependency-driven mechanisms, and why this is the best moment to reform PGF using new tools like programmable cryptography, AI-assisted evaluation, and deep funding models. Vitalik shares how he thinks about dependencies, credible neutrality, open-source licensing, pluralism, accountability, ethereum localism, and what builders should prioritize in the coming year. 00:00 – Welcome to the Greenpill Podcast 01:50 – Vitalik joins: why public goods funding matters 02:19 – Why PGF is essential for decentralization 04:18 – The crypto spirit: censorship resistance, institutional design & funding 06:42 – The shift from vibes-era PGF to verifiable mechanisms 08:25 – Why 2026 is the best moment to reform PGF 10:19 – Where does PGF money actually come from? 12:45 – Open-source licensing, taxes & funding dependencies 17:34 – “Fund your dependencies” as a stable mechanism 19:35 – Why general-purpose QF doesn’t work in a chaotic world 21:59 – Bottom-up vs top-down: polycentric PGF 25:29 – How to create accountability loops in public goods 27:22 – Funding open-source as an Ethereum priority 29:31 – Privacy as a public good & why it’s upstream of PGF 31:54 – What OSS developers really think about crypto 33:52 – Mixing social outreach with financial support 35:56 – What should PGF builders focus on in 2026? 38:13 – Work with new projects, not legacy ones 39:44 – Ecosystem cycles & “layers of sediment” 41:39 – Yield-based funding (Octant) & treasury strategies 43:40 – Accountability: from vibes to rigorous mechanisms 47:35 – Motivation, feedback & the psychology of public goods 50:43 – Profit sharing licenses & sustainable PGF pools 53:46 – Security, issuance & public goods 56:12 – Technology, democracy & long-term risks 58:31 – How PGF relates to DIAC (Defensive/Decentralized Acceleration) 01:00:05 – Solving the free-rider problem without coercion 01:02:12 – Mechanisms vs coercion: credible neutrality 01:04:16 – Institutions, power & capture risks 01:06:16 – Individuals vs institutions in PGF 01:08:41 – Why PGF is more error-tolerant than governance 01:11:01 – Pluralism: many funders, many mechanisms 01:13:14 – Why diversity of funders is healthy 01:15:17 – What Vitalik wants built next 01:17:12 – Ethereum localism & real-world experiments 01:19:28 – What success in PGF looks like by end of 2026 01:24:28 – Closing thoughts

NEW POD vitalik.eth on the greenpill.network podcast for a year-end deep dive into public goods funding in the Ethereum ecosystem. Thx Devansh Mehta for co-hosting. We discuss how the landscape has shifted from “vibes-based” funding to verifiable, dependency-driven mechanisms, and why this is the best moment to reform PGF using new tools like programmable cryptography, AI-assisted evaluation, and deep funding models. Vitalik shares how he thinks about dependencies, credible neutrality, open-source licensing, pluralism, accountability, ethereum localism, and what builders should prioritize in the coming year. 00:00 – Welcome to the Greenpill Podcast 01:50 – Vitalik joins: why public goods funding matters 02:19 – Why PGF is essential for decentralization 04:18 – The crypto spirit: censorship resistance, institutional design & funding 06:42 – The shift from vibes-era PGF to verifiable mechanisms 08:25 – Why 2026 is the best moment to reform PGF 10:19 – Where does PGF money actually come from? 12:45 – Open-source licensing, taxes & funding dependencies 17:34 – “Fund your dependencies” as a stable mechanism 19:35 – Why general-purpose QF doesn’t work in a chaotic world 21:59 – Bottom-up vs top-down: polycentric PGF 25:29 – How to create accountability loops in public goods 27:22 – Funding open-source as an Ethereum priority 29:31 – Privacy as a public good & why it’s upstream of PGF 31:54 – What OSS developers really think about crypto 33:52 – Mixing social outreach with financial support 35:56 – What should PGF builders focus on in 2026? 38:13 – Work with new projects, not legacy ones 39:44 – Ecosystem cycles & “layers of sediment” 41:39 – Yield-based funding (Octant) & treasury strategies 43:40 – Accountability: from vibes to rigorous mechanisms 47:35 – Motivation, feedback & the psychology of public goods 50:43 – Profit sharing licenses & sustainable PGF pools 53:46 – Security, issuance & public goods 56:12 – Technology, democracy & long-term risks 58:31 – How PGF relates to DIAC (Defensive/Decentralized Acceleration) 01:00:05 – Solving the free-rider problem without coercion 01:02:12 – Mechanisms vs coercion: credible neutrality 01:04:16 – Institutions, power & capture risks 01:06:16 – Individuals vs institutions in PGF 01:08:41 – Why PGF is more error-tolerant than governance 01:11:01 – Pluralism: many funders, many mechanisms 01:13:14 – Why diversity of funders is healthy 01:15:17 – What Vitalik wants built next 01:17:12 – Ethereum localism & real-world experiments 01:19:28 – What success in PGF looks like by end of 2026 01:24:28 – Closing thoughts

owockai

93,860 views • 10 months ago