Is Pump worth the hype at $4bn?

Is Pump worth the hype at $4bn?

Sam and Matt dive deep into the rumoured $1bn Pump.fun token sale at a $4bn valuation, break down the platform’s monster fee haul, and debate whether the raise signals strength or peak mania. They explore Pump.fun’s equity-versus-token dilemma, wallet-level P&L data, and the wider impact on Solana liquidity. The conversation widens into Circle’s long-awaited IPO, Tether’s new L1, and the shifting ETH-vs-SOL trade. Along the way they tackle market structure, gambling culture, and what a “next-cycle” launch timeline could look like.Timestamps00:00:00 Intro and welcome00:00:34 Sam outlines topics, introduces Matt00:01:03 Debut of the new Leviathan theme jingle00:01:29 Pump.fun sale headline and why the story matters00:02:07 Are market “cycles” dead? multi-market complexity explained00:04:52 Macro backdrop, tight liquidity, and government money printing00:05:48 Blockworks leak, $4bn valuation backlash, and public-vs-VC debate00:09:12 Pump.fun fee revenue, $622m lifetime haul, margin estimates00:13:51 Equity vs token control, vesting, and convertible warrant talk00:19:45 Hyperliquid airdrop precedent, fairness expectations00:25:14 Swap UX gaps, smart-routing complaints, competitor pressure00:32:18 Wallet P&L chart, bot dominance, airdrop eligibility hurdles00:40:47 12-month vesting vs Serum’s 7-year lockups, insider dynamics00:49:15 Gambling culture, DFS vs sports-betting, personal risk discipline00:58:26 Will the raise drain $1bn of SOL liquidity? pricing signals01:02:18 ETH/SOL breakdown, relative upside for ETH to 20 k scenario01:10:05 Circle IPO watch, Bitfinex-Tether chain, stablecoin competition01:14:49 Odds Pump launches its own chain or L2 within two years01:18:36 Closing thoughts, Lava party teaser, sign-offLike the discussion? Hit subscribe, turn on alerts, and drop your questions below for tomorrow’s live Q&A.

Jaksot(397)

Graft-Cast! Feat. @LogarithmicRex

Graft-Cast! Feat. @LogarithmicRex

https://leviathannews.xyz/

8 Touko 1h 18min

$DOLO-might! Berachain's biggest launch yet w/ Corey Caplan

$DOLO-might! Berachain's biggest launch yet w/ Corey Caplan

Join us on Leviathan News as we welcome Corey Kaplan to discuss Dolomite's recent token launch and their journey over the past seven years. We dive into Dolomite's unique approach to product-market fit, innovative integrations like GLP from the GMX ecosystem, and the successful growth of their TVL. Corey shares insights on Dolomite's positioning as an ecosystem player, their strategic move to Berachain, and the future potential of DeFi lending markets. 00:00 Introduction and Sponsor Acknowledgment00:56 Interview with Corey Kaplan: Token Launch Success02:37 Dolomite's Unique Approach and Innovations03:50 Integration with GMX and Community Growth06:33 Expansion to Berachain and Future Plans11:56 Challenges and Achievements in the DeFi Space16:18 Dolomite's Tokenomics and Market Position21:45 Regulatory Landscape and Future of DeFi35:51 Conclusion and Final Thoughts

30 Huhti 36min

Meanwhile's Bitcoin Whole Life Insurance w Jason Leibowitz

Meanwhile's Bitcoin Whole Life Insurance w Jason Leibowitz

What if you could unlock the value of your Bitcoin without ever paying capital gains? In this episode of Leviathan News, we sit down with Jason Leibowitz from Meanwhile — the world’s first fully licensed Bitcoin-denominated life insurance company.Jason breaks down how Meanwhile works, how it uses whole life insurance to offer tax-free Bitcoin loans, and why this structure is perfect for long-term BTC holders who want exposure, liquidity, and inheritance protection without giving up control.This is the closest thing to a tax-advantaged Bitcoin IRA — but without the limitations.🔗 Learn more: https://meanwhile.bm🐦 Follow Jason: https://twitter.com/LeboBTC🐙 Leviathan News: https://twitter.com/Leviathan_News00:00 Intro — Tax Day reflections, sponsors, and BTC pain01:35 Jason Leibowitz joins to talk Meanwhile and its $40M raise04:00 What is Meanwhile? Bitcoin-denominated life insurance explained06:30 How it works — premiums, growth, death benefit, and BTC loans09:30 Jason’s background and why he joined Meanwhile12:00 Why legacy insurers can’t offer Bitcoin-native products14:50 The tax play — how policy loans help you avoid capital gains18:00 Borrowing from your own BTC policy with no margin call21:00 How Meanwhile handles custody, risk, and regulation24:00 Whole life vs. self-directed IRAs — and why this is better26:30 Who this is for — policy size, trusts, family estate planning29:00 Application process and global availability31:30 Final thoughts — growing BTC wealth without selling

16 Huhti 33min

Monero is Back for 2025... with SethforPrivacy

Monero is Back for 2025... with SethforPrivacy

Seth for Privacy joins the podcast to share news about what's been happening with Monero, he also talks about his project Cake Wallet.For Cake:Website: https://cakewallet.comCake blog: https://blog.cakewallet.comCake docs: https://docs.cakewallet.comInstall Cake Wallet: https://cakewallet.com/installCake Wallet on X: @cakewalletPersonal:Personal X: @sethforprivacyPersonal Blog: sethforprivacy.comPersonal Podcast: optoutpod.comSimple bio: Seth For Privacy is a privacy and freedom money advocate, VP of Cake Wallet, a privacy-centric self-custodial crypto wallet, and host of the Opt Out podcast.

16 Huhti 52min

Leviathan Livestream: feat. Noah Seidman

Leviathan Livestream: feat. Noah Seidman

https://levaithannews.xyz/

6 Huhti 1h 41min

Noah Seidman on the Voter Escrow Partnership

Noah Seidman on the Voter Escrow Partnership

🎙️ Guests:Noah Seidman – Legal autodidact, DeFi theoristHosts: Samuel McCulloch & Gerrit Hall📜 Description:Is your smart contract a nominee? Is Curve a partnership? Are DeFi rewards really taxable? 🤯In this mind-bending episode, Noah Seidman joins Leviathan News to unpack his Voter Escrow Partnership Manifesto — a 40+ page legal analysis arguing that DeFi’s fee distributor contracts may qualify as nominee interest accounts, with preserved tax basis and no realized income until withdrawal.We dive deep into:✅ IRS vs. Congress: Who actually makes tax law✅ IRC §7701, §61, §701–703, §731 explained✅ Common law, dominion, and the Bollinger case (1988)✅ Smart contracts as autonomous legal entities✅ How to use Form 8275 to disclose your tax position✅ Why you might already be in a partnership 👀✅ The constitutional right to interpret law✅ What happens if the IRS disagrees — and what to do next📘 Read the full Voter Escrow Partnership Memo:👉 https://leviathannews.substack.com/p/the-voter-escrow-partnershipJoin us: https://t.me/leviathan_news

6 Huhti 1h 41min

Llama Party feat. Benny Lada

Llama Party feat. Benny Lada

https://leviathannews.xyz/

4 Huhti 1h 34min

No Bribe, No CEX w/ Term Finance's Billy and Dion Chu

No Bribe, No CEX w/ Term Finance's Billy and Dion Chu

In this episode of Leviathan News, Billy and Dion from Term Finance join us to share updates from the past year. We dive into their new token launch, fixed-rate lending products, and how they're serving both pros and passive users. We also discuss the future of ETH lending, stablecoins, Circle's IPO, and why aligning protocol success with token holders matters.

3 Huhti 59min

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