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Today on MCG: Pop Punk ๐Ÿ‡บ๐Ÿ‡ธ | Pumpcade | solana:Eg2ymQ2aQqjMcibnmTt8erC6Tvk9PVpJZCxvVPJz2agu Pop Punk came back on MCG to give updates on Pumpcade, the prediction market for instant-resolution markets as short as 60 seconds, focused only on markets that resolve through verifiable data Built on Solana Highlights include: 00:14 - Raised...

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Full Pumpcade 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
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Today on MCG: Yannik Schrade (ARX MODE) |Co-Founder + CEO Arcium โ˜‚๏ธ | $ARX (Not Live Yet) Arcium is the confidential computing network built on Solana that lets any blockchain or AI application add encrypted privacy Highlights from our conversation include: 01:48 - Yannik's background 03:12 - The privacy thesis 08:02 - The shift from "privacy = hide data" to "privacy = compute over data without seeing it" 09:04 - The big pivot 15:58 - Web 2 enterprise customers already using Arcium for confidential AI 16:59 - The acquisition 21:04 - Why $ARX will be required for the network 22:30 - Multi-trillion $ TAM 24:33 - US regulators in favor of privacy 37:32 - Mainnet Alpha metrics 40:37 - Revenue breakdown 43:08 - TGE confirmed coupled with mainnet launch
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Today on MCG: Yannik Schrade (ARX MODE) |Co-Founder + CEO Arcium โ˜‚๏ธ | $ARX (Not Live Yet) Arcium is the confidential computing network built on Solana that lets any blockchain or AI application add encrypted privacy Highlights from our conversation include: 01:48 - Yannik's background 03:12 - The privacy thesis 08:02 - The shift from "privacy = hide data" to "privacy = compute over data without seeing it" 09:04 - The big pivot 15:58 - Web 2 enterprise customers already using Arcium for confidential AI 16:59 - The acquisition 21:04 - Why $ARX will be required for the network 22:30 - Multi-trillion $ TAM 24:33 - US regulators in favor of privacy 37:32 - Mainnet Alpha metrics 40:37 - Revenue breakdown 43:08 - TGE confirmed coupled with mainnet launch

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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

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Today on MCG: Totalis Totalis is building parlays for ANY event; not just sports Pravesh and his team just made history as the first company ever to accept a Y Combinator investment in stablecoins, settled on Solana ๐Ÿ‘‡ 00:58 - First YC stablecoin investment ever 03:21 - Working with YC's legal team 04:27 - Why they chose Solana over Ethereum and Base 05:41 - Any YC company can now take stablecoins 06:15 - Superteam Canada and the Waterloo Blockchain roots 07:52 - What is Totalis? 09:19 - Why parlays on prediction markets haven't existed until now 11:13 - Where is the prediction market industry headed? 12:04 - NYSE invested in Polymarket โ€” what that signals 13:11 - Origin story 15:03 - Totalis doesn't compete with Polymarket โ€” it sits on top 17:05 - How it works mechanically 18:43 - Making YC history โ€” the full behind the scenes 23:13 - When Totalis wins big 25:19 - Token launch timing 27:06 - Consensus, Miami
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Today on MCG: Totalis Totalis is building parlays for ANY event; not just sports Pravesh and his team just made history as the first company ever to accept a Y Combinator investment in stablecoins, settled on Solana ๐Ÿ‘‡ 00:58 - First YC stablecoin investment ever 03:21 - Working with YC's legal team 04:27 - Why they chose Solana over Ethereum and Base 05:41 - Any YC company can now take stablecoins 06:15 - Superteam Canada and the Waterloo Blockchain roots 07:52 - What is Totalis? 09:19 - Why parlays on prediction markets haven't existed until now 11:13 - Where is the prediction market industry headed? 12:04 - NYSE invested in Polymarket โ€” what that signals 13:11 - Origin story 15:03 - Totalis doesn't compete with Polymarket โ€” it sits on top 17:05 - How it works mechanically 18:43 - Making YC history โ€” the full behind the scenes 23:13 - When Totalis wins big 25:19 - Token launch timing 27:06 - Consensus, Miami

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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 ๐Ÿ‘‡ 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?

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107,440 views โ€ข 2 months ago

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๐Ÿšจ weโ€™re back with the superteam india podcast! weโ€™ve all heard of prediction markets but how do prediction markets with precision look like? on the first episode back, this episode of the superteam india podcast, Harkirat Singh sits down with Anam, blockchain engineer at Trepa โ€” a precision prediction market built on solana (Colosseum hackathon winners by the way) where you donโ€™t just bet yes or no, you predict exact numbers and get rewarded based on accuracy. we go deep into the technical architecture: why they store predictions in logs instead of on-chain, how rpc providers can silently truncate your program logs at 12kb, the emit cpi fix that saved them, why they rebuilt v1 from scratch over missing reserved bytes in their pdas, and the real cost challenges of sponsoring gas fees for a consumer app on solana. โฑ๏ธ timestamps: 00:00 - cold open 00:38 - intro & guest welcome 01:08 - anamโ€™s journey: mlh fellow โ†’ solana foundation โ†’ helius โ†’ trepa 03:04 - working at solana foundation & helius 04:20 - what are precision prediction markets? 05:03 - trepa vs polymarket: how payouts work 06:05 - the three factors: accuracy, stake & time 06:56 - what if no one else joins the pool? 08:09 - liquidity & market making challenges 09:17 - how prediction precision & steps work 10:37 - why they rebuilt v1 โ†’ v2 (reserved bytes) 12:28 - onchain storage optimization & rent reclaim 13:39 - security audit with adware labs 15:12 - the 12kb rpc log truncation discovery 15:59 - emit cpi fix: storing data as instruction data 16:33 - on-chain vs off-chain architecture deep dive 17:17 - why trepa sponsors gas (and the cost implications) 20:45 - top open source solana contracts to learn from 22:12 - whatโ€™s next: flash pools (2-minute prediction cycles) 23:38 - team size & hiring at trepa 25:50 - advice for aspiring solana smart contract devs 27:10 - outro

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Today on MCG: Logan from Nockchain | $NOCK Nockchain is a PoW blockchain whose mining produces zk proofs of state transitions rather than discarded hashes. The energy that secures the chain also subsidizes a global market for verifiable compute. Topics covered on stream: 01:11 - Kraken listing 04:11 - Logan's background 11:50 - Useful proof-of-work is broader than AI 12:24 - Helium๐ŸŽˆ parallel 14:51 - Nockchain's foundation is "real hard money secured by proof of useful work" 16:01 - AI compute network launches early July, will verify matrix multiplications for inference work 17:09 - Data centers only use hardware 35-45% of the time...what is the rest used for? 18:25 - "They're mining crypto" 22:55 - Nockchain's AI compute network will be merge-mineable with Pearl Research Labs 25:05 - GTM thesis 30:55 - 10,000-20,000 consumer GPUs on the network at any given time 31:38 - Projecting 5-10x more compute on the network this time next year 32:01 - Funding 35:50 - "Proof of work is the only DAO that works" 40:02 - Roadmap
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This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfieldโ€™s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks
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453,197 views โ€ข 1 year ago

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
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malone

11,924 views โ€ข 1 year ago

Mark Pincus (mark pincus) is the founder of Zynga and the author of "Life at the Speed of Play: Launch Products People Love", where he distills the product philosophy and founder playbook he developed across five companies. In this episode of Main Function with Garry Tan, Mark reflects on building through three platform shifts: the web, social networking, and now AI. He shares his "Proven, Better, New" framework for product development, explains how founders can recognize real product-market fit, and discusses why the biggest consumer AI companies are still waiting to be built. 01:09 โ€” Why Mark wrote the book 03:44 โ€” Three eras of the Internet 04:22 โ€” How Napster started social networking 06:19 โ€” The Opus 4.5 Moment 09:46 โ€” Proven, Better, New 12:59 โ€” Why Investors are wrong about consumer 14:07 โ€” The distribution problem 16:36 โ€” Killing your ego to kill bad ideas 18:41 โ€” When the fish are running 21:23 โ€” Founder Mode is for everyone 28:13 โ€” Tokenmaxxing 37:04 โ€” Intelligence on tap 38:41 โ€” The business plan of free
40:42

Mark Pincus (mark pincus) is the founder of Zynga and the author of "Life at the Speed of Play: Launch Products People Love", where he distills the product philosophy and founder playbook he developed across five companies. In this episode of Main Function with Garry Tan, Mark reflects on building through three platform shifts: the web, social networking, and now AI. He shares his "Proven, Better, New" framework for product development, explains how founders can recognize real product-market fit, and discusses why the biggest consumer AI companies are still waiting to be built. 01:09 โ€” Why Mark wrote the book 03:44 โ€” Three eras of the Internet 04:22 โ€” How Napster started social networking 06:19 โ€” The Opus 4.5 Moment 09:46 โ€” Proven, Better, New 12:59 โ€” Why Investors are wrong about consumer 14:07 โ€” The distribution problem 16:36 โ€” Killing your ego to kill bad ideas 18:41 โ€” When the fish are running 21:23 โ€” Founder Mode is for everyone 28:13 โ€” Tokenmaxxing 37:04 โ€” Intelligence on tap 38:41 โ€” The business plan of free

Y Combinator

57,180 views โ€ข 29 days ago

Everyone knows alon But @pumpdotfun actually has three co-founders We hosted Sapijiju for his first-ever conversation about $PUMP Timestamps 0:00 Intro & Noah's Crypto Journey 7:15 Learning from Failure to Product Market Fit 11:20 Crypto's Lack of Innovation 16:30 Current Creator Models are Broken 18:00 Pump's Content Vision 23:00 Pump as a Product First Operation 25:00 Growing the Pie for Streaming 29:00 Innovating on Content Distribution 34:00 Letting Content Grow Organically 37:40 +$1.5B worth of SOL is locked in Pump Liquidity Pools 40:20 Creating a Global Impact with Pump 42:20 What could Pump do with its Warchest? 47:00 The Pump Buybacks 51:00 Why People use Pump 54:00 The Culture Shift of Crypto 57:00 Traditional models no Longer Work 59:00 The Cycle of Human Nature
1:06:36

Everyone knows alon But @pumpdotfun actually has three co-founders We hosted Sapijiju for his first-ever conversation about $PUMP Timestamps 0:00 Intro & Noah's Crypto Journey 7:15 Learning from Failure to Product Market Fit 11:20 Crypto's Lack of Innovation 16:30 Current Creator Models are Broken 18:00 Pump's Content Vision 23:00 Pump as a Product First Operation 25:00 Growing the Pie for Streaming 29:00 Innovating on Content Distribution 34:00 Letting Content Grow Organically 37:40 +$1.5B worth of SOL is locked in Pump Liquidity Pools 40:20 Creating a Global Impact with Pump 42:20 What could Pump do with its Warchest? 47:00 The Pump Buybacks 51:00 Why People use Pump 54:00 The Culture Shift of Crypto 57:00 Traditional models no Longer Work 59:00 The Cycle of Human Nature

Delphi Digital

257,250 views โ€ข 10 months ago

๐€ ๐๐ฎ๐ฅ๐ฅ๐ข๐ฌ๐ก ๐“๐ข๐ฆ๐ž๐ฅ๐ข๐ง๐ž ๐‚๐ฅ๐ž๐š๐ง๐ฌ๐ž๐ซ ๐–๐ข๐ญ๐ก ๐‚๐ก๐ž๐œ๐ค๐ฆ๐š๐ญ๐ž Welcome back to The Gwart Show! Today weโ€™re joined by Bitcoin bull and on-chain analyst _Checkmate ๐ŸŸ ๐Ÿ”‘โšกโ˜ข๏ธ๐Ÿ›ข๏ธ to discuss Bitcoin's market dynamics, mining economics, and market outlook given the bear victory laps on the timeline. He shares thoughts on on-chain analysis, altcoin markets, ETFs, and the role of Bitcoin in the global financial system, offering a bullish perspective on its long-term potential. Timestamps: 00:00 Start 00:53 Checkmate intro 04:07 Checkmate charting product 07:29 Who's the customer? 10:37 Current market outlook 14:49 Why's everyone bearish? 19:03 Different this time? 23:46 Institutional interest 28:14 Bitcoin development 34:39 Bitcoin's future 39:40 Actually useful indicators 45:27 On-chain metrics 49:12 nation-state adoption 54:52 Miners holding BTC 1:04:28 BTC ETFs 1:08:55 ETH ETF Follow our host: Gwart ๐Ÿ‘‹The Gwart Show is proudly presented by Ellipsis Labs! Ellipsis Labs is building foundational products in DeFi. Their first product Phoenix ๐Ÿ”ฅ๐Ÿฆ… is the leading orderbook DEX on Solana. The team is growingโ€”visit for engineering opportunities.
1:13:38

๐€ ๐๐ฎ๐ฅ๐ฅ๐ข๐ฌ๐ก ๐“๐ข๐ฆ๐ž๐ฅ๐ข๐ง๐ž ๐‚๐ฅ๐ž๐š๐ง๐ฌ๐ž๐ซ ๐–๐ข๐ญ๐ก ๐‚๐ก๐ž๐œ๐ค๐ฆ๐š๐ญ๐ž Welcome back to The Gwart Show! Today weโ€™re joined by Bitcoin bull and on-chain analyst _Checkmate ๐ŸŸ ๐Ÿ”‘โšกโ˜ข๏ธ๐Ÿ›ข๏ธ to discuss Bitcoin's market dynamics, mining economics, and market outlook given the bear victory laps on the timeline. He shares thoughts on on-chain analysis, altcoin markets, ETFs, and the role of Bitcoin in the global financial system, offering a bullish perspective on its long-term potential. Timestamps: 00:00 Start 00:53 Checkmate intro 04:07 Checkmate charting product 07:29 Who's the customer? 10:37 Current market outlook 14:49 Why's everyone bearish? 19:03 Different this time? 23:46 Institutional interest 28:14 Bitcoin development 34:39 Bitcoin's future 39:40 Actually useful indicators 45:27 On-chain metrics 49:12 nation-state adoption 54:52 Miners holding BTC 1:04:28 BTC ETFs 1:08:55 ETH ETF Follow our host: Gwart ๐Ÿ‘‹The Gwart Show is proudly presented by Ellipsis Labs! Ellipsis Labs is building foundational products in DeFi. Their first product Phoenix ๐Ÿ”ฅ๐Ÿฆ… is the leading orderbook DEX on Solana. The team is growingโ€”visit for engineering opportunities.

Blockspace Podcasts

24,342 views โ€ข 2 years ago

๐Ÿ”ฅ One of my favorite interviews ever ๐Ÿ”ฅ Many people know Kyle Samani's thesis on $SOL As an investor, I'm more interested to know how Kyle builds the conviction to place bold bets early. In this BLOCKCRUNCH ON A TANGENT segment, Wangarian and I dive into how Kyle finds alpha. We talk about his biggest triumphs, and post-mortem his most public losses since 2018โ€ฆ ...the one thing he thinks Ethereum Foundation can do to revive $ETH... ...and what CT tweet pissed him off the most from one of my favorite investors๐Ÿ˜… Here's the full episode! Enjoy ~ ---- Timestamps 00:00 Introduction 03:10 Kyleโ€™s Breakpoint review 09:25 Solana thesis 12:21 โ€œSolana will flip Ethereumโ€ 24:08 Network extensions 30:04 What ETH needs to do to come back 34:29 Kyleโ€™s biggest investment loss 39:21 L1 bets 44:21 Market timing/time horizons 1:05:33 DePIN 1:07:54 Outro
1:08:19

๐Ÿ”ฅ One of my favorite interviews ever ๐Ÿ”ฅ Many people know Kyle Samani's thesis on $SOL As an investor, I'm more interested to know how Kyle builds the conviction to place bold bets early. In this BLOCKCRUNCH ON A TANGENT segment, Wangarian and I dive into how Kyle finds alpha. We talk about his biggest triumphs, and post-mortem his most public losses since 2018โ€ฆ ...the one thing he thinks Ethereum Foundation can do to revive $ETH... ...and what CT tweet pissed him off the most from one of my favorite investors๐Ÿ˜… Here's the full episode! Enjoy ~ ---- Timestamps 00:00 Introduction 03:10 Kyleโ€™s Breakpoint review 09:25 Solana thesis 12:21 โ€œSolana will flip Ethereumโ€ 24:08 Network extensions 30:04 What ETH needs to do to come back 34:29 Kyleโ€™s biggest investment loss 39:21 L1 bets 44:21 Market timing/time horizons 1:05:33 DePIN 1:07:54 Outro

Jason Choi

76,824 views โ€ข 1 year ago

Ex-WorldQuant Head of Data Strategy Matt Ober on why quants don't care about the stock market, & why prediction markets become a new asset class. Matt Ober (Ex-Chief Data Scientist @ Third Point | Ex-Head of Data Strategy @ WorldQuant | Now GP @ Social Leverage) "Nobody actually really cared about the stock market. I bet if you asked people there when Nvidia was reporting, nobody had a clue." We cover: - The WorldQuant thesis: out-consume the world on data, out-manage the world on money - How a Chico State grad found the job on Craigslist โ€” then walked into a room of PhDs - Revere, the alt-data goldmine only quants understood - Tracking CEOs' private jets to front-run M&A - WorldQuant's factory vs Third Point's fine-art boardroom - Selling data science to analysts who thought it was a joke - Why you sell beta, not alpha โ€” alpha erodes, beta is sticky - The "degenerate economy," and why he can't hire interns anymore - Prediction markets as the next asset class โ€” bigger than options and futures - The only edge left in an AI world: your network Thanks a ton Matt Ober for coming on the pod! Highlights: (00:00) Intro (01:18) The WorldQuant thesis - more data, more money (02:00) Building the alt-data stack (03:00) Revere - the dataset only quants understood (04:50) A finance major among PhDs (09:40) Trading datasets like stocks (10:30) Why quants don't watch the market (12:30) WorldQuant Ventures is born (16:30) Factory vs. boardroom (18:30) Data's wild west at Third Point (23:15) Tracking private jets to front-run M&A (24:20) Igor vs. Dan & the power of network (32:10) The degenerate economy (36:25) Patience & outworking everyone (38:55) Alpha vs. beta, markets & careers (46:10) Somebody's gotta sell (51:20) Prediction markets, the new asset class (53:30) The DoorDash earnings call (56:35) Going mainstream (01:03:10) The single source of all edge
1:04:17

Ex-WorldQuant Head of Data Strategy Matt Ober on why quants don't care about the stock market, & why prediction markets become a new asset class. Matt Ober (Ex-Chief Data Scientist @ Third Point | Ex-Head of Data Strategy @ WorldQuant | Now GP @ Social Leverage) "Nobody actually really cared about the stock market. I bet if you asked people there when Nvidia was reporting, nobody had a clue." We cover: - The WorldQuant thesis: out-consume the world on data, out-manage the world on money - How a Chico State grad found the job on Craigslist โ€” then walked into a room of PhDs - Revere, the alt-data goldmine only quants understood - Tracking CEOs' private jets to front-run M&A - WorldQuant's factory vs Third Point's fine-art boardroom - Selling data science to analysts who thought it was a joke - Why you sell beta, not alpha โ€” alpha erodes, beta is sticky - The "degenerate economy," and why he can't hire interns anymore - Prediction markets as the next asset class โ€” bigger than options and futures - The only edge left in an AI world: your network Thanks a ton Matt Ober for coming on the pod! Highlights: (00:00) Intro (01:18) The WorldQuant thesis - more data, more money (02:00) Building the alt-data stack (03:00) Revere - the dataset only quants understood (04:50) A finance major among PhDs (09:40) Trading datasets like stocks (10:30) Why quants don't watch the market (12:30) WorldQuant Ventures is born (16:30) Factory vs. boardroom (18:30) Data's wild west at Third Point (23:15) Tracking private jets to front-run M&A (24:20) Igor vs. Dan & the power of network (32:10) The degenerate economy (36:25) Patience & outworking everyone (38:55) Alpha vs. beta, markets & careers (46:10) Somebody's gotta sell (51:20) Prediction markets, the new asset class (53:30) The DoorDash earnings call (56:35) Going mainstream (01:03:10) The single source of all edge

Ethan Kho

432,870 views โ€ข 1 month ago

Kalshi is one of the fastest growing companies on the planet. Last week: - Raised $1BN at $11BN valuation - Partnered with CNN and CNBC This is Tarekโ€™s only interview post this news. - How Polymarket made Kalshi better? - Is Kalshi just sports betting with a new label? - The future of prediction markets? - Messi investing in Kalshi??? Spotify ๐Ÿ‘‰ Youtube ๐Ÿ‘‰ Apple Podcasts ๐Ÿ‘‰ Spice, laughter and my 6 takeaways with Tarek Mansour ๐Ÿ‘‡ Timestamps: 00:00 Intro 00:56 Why Did Kalshi Need to Raise $1BN 08:35 Why is Kalshi vs Polymarket Such a Fierce Rivalry? 20:48 The Future of Prediction Markets 24:04 Why Does Kalshi Partner with CNN When They Could Replace Them? 27:31 Why Did Tarek Fight For the Rights of his Early Investors So Much? 28:34 What Makes Alfred Lin The Best? 30:56 Does Having Sequoia as an Investor Change the Game? 39:22 Are Teenage Founders Today Emotionally Ready to Lead Companies 41:11 Quick-Fire Round: Celebrity Investors, Relationships with Parents
47:45

Kalshi is one of the fastest growing companies on the planet. Last week: - Raised $1BN at $11BN valuation - Partnered with CNN and CNBC This is Tarekโ€™s only interview post this news. - How Polymarket made Kalshi better? - Is Kalshi just sports betting with a new label? - The future of prediction markets? - Messi investing in Kalshi??? Spotify ๐Ÿ‘‰ Youtube ๐Ÿ‘‰ Apple Podcasts ๐Ÿ‘‰ Spice, laughter and my 6 takeaways with Tarek Mansour ๐Ÿ‘‡ Timestamps: 00:00 Intro 00:56 Why Did Kalshi Need to Raise $1BN 08:35 Why is Kalshi vs Polymarket Such a Fierce Rivalry? 20:48 The Future of Prediction Markets 24:04 Why Does Kalshi Partner with CNN When They Could Replace Them? 27:31 Why Did Tarek Fight For the Rights of his Early Investors So Much? 28:34 What Makes Alfred Lin The Best? 30:56 Does Having Sequoia as an Investor Change the Game? 39:22 Are Teenage Founders Today Emotionally Ready to Lead Companies 41:11 Quick-Fire Round: Celebrity Investors, Relationships with Parents

Harry Stebbings

13,745 views โ€ข 7 months ago

Believe in Something: The Murad Podcast 1:04 - The Big Question 1:37 - Memecoins explained for your grandpa 12:25 - Breaking down Muradโ€™s list 15:08 - Muradโ€™s memecoin strategy revealed 21:08 - How to get free memecoins with Slingshot 22:18 - Why Murad doesnโ€™t have AI coins on his list 25:36 - What stage of the cycle are we in? 28:34 - The most slept-on coin not on Muradโ€™s list 30:54 - Does Murad regret his list? Or is he adding more? 32:26 - Zerebro 33:07 - Is the AI meta just a sham? 39:09 - Muradโ€™s backstory: the lore 44:18 - How Solana Breakpoint shifted Muradโ€™s thesis 47:31 - Your last chance to retire your bloodline? 48:55 - Muradโ€™s strategy for selling memecoins 57:42 - TradFiโ€™s most gatekept secrets they donโ€™t want you to know 1:03:33 - Muradโ€™s ultimate trading tools list
1:10:42

Believe in Something: The Murad Podcast 1:04 - The Big Question 1:37 - Memecoins explained for your grandpa 12:25 - Breaking down Muradโ€™s list 15:08 - Muradโ€™s memecoin strategy revealed 21:08 - How to get free memecoins with Slingshot 22:18 - Why Murad doesnโ€™t have AI coins on his list 25:36 - What stage of the cycle are we in? 28:34 - The most slept-on coin not on Muradโ€™s list 30:54 - Does Murad regret his list? Or is he adding more? 32:26 - Zerebro 33:07 - Is the AI meta just a sham? 39:09 - Muradโ€™s backstory: the lore 44:18 - How Solana Breakpoint shifted Muradโ€™s thesis 47:31 - Your last chance to retire your bloodline? 48:55 - Muradโ€™s strategy for selling memecoins 57:42 - TradFiโ€™s most gatekept secrets they donโ€™t want you to know 1:03:33 - Muradโ€™s ultimate trading tools list

Mika D Luffy ๐Ÿ‚ ๐Ÿดโ€โ˜ ๏ธ

389,458 views โ€ข 1 year ago