
Trace CEO: We Built A $10B Volume Stablecoin Company (How We Did It)
Bernardo Brites breaks down why the Brazilian real is uniquely positioned for a stablecoin, why being pro-banking rather than anti-banking is the only path to the next hundreds of millions of stableco...
21 Kesä 28min

Sam Boboev: The AI x Fintech Bull Case (My Full Thesis)
Sam Boboev breaks down why stablecoins are the native currency of AI agents, why Mastercard's $1.8B blockchain acquisition and Visa's OpenAI partnership signal the payment giants have accepted their s...
17 Kesä 32min

Alex Cutler: The Aerodrome Bull Thesis for 2026 (Expansion Plans)
Alexander Cutler breaks down the state of investing in tokens, why Aerodrome is already the number one onchain exchange for Bitcoin, Ethereum, and FX volume, why 100% value redistribution is the only ...
16 Kesä 52min

Inside NEAR: 10+ Years Building Toward the Agent Economy with Illia Polosukhin
From pioneering the Transformer architecture now used in every AI stack to building the rails for the agent economy, NEAR Co-Founder Illia Polosukhin connects the full arc in this inaugural episode of...
15 Kesä 40min

Vladimir Novakovski: Lighter Bull Thesis For 2026 (What’s Changed)
Vladimir Novakovski sits down with Andy & Robbie to break down the Lighter bull thesis from The Tokenization Tower in NYC. We discuss Lighter's escape hatch design that lets every participant exit thr...
13 Kesä 45min

David Schamis: HYPE Is The Best Asset In The World (Bull Thesis)
David Schamis breaks down why PERE now holds over 10% of HYPE's circulating supply, why the Coinbase and Circle deal added $200M in annual buybacks that the market didn't price in for a full day, and ...
11 Kesä 36min

Jake Brukhman: Why Decentralized AI Is Set To Explode (What's Changed)
Jake Brukman breaks down why a swarm of decentralized agents beat Google's quantum circuit research in a week, why decentralized training on consumer hardware is now provably cheaper than data centers...
10 Kesä 41min
