
No, We Have Not Topped Featuring Roshun Patel | Weekly Roundup
Happy Friday! On this week’s Roundup, Yano and Santi are joined by Ro to dive in and explore the signals, indicators and metrics that might or might not point to a top of the cycle. From Chamath’s SPA...
22 Aug 20251h 17min

Where Are We In The Cycle, ETHs Outperformance & The Perpification of Markets
This week, we're joined by Kaledora Fontana Kiernan-Linn to discuss the perpification of markets. We deep dive into where are we in the cycle, ETHs outperformance, how to compete with tradfi, what the...
21 Aug 20251h 16min

What Liquid Funds Are Buying Featuring Seth Ginns & Cosmo Jiang
Gm! This week, Seth Ginns, from CoinFund, and Cosmo Jian, of Pantera Capital, join Yano to dive into the funds’ mandates, the overall outlook of the market, whether narratives or fundamentals drive pr...
18 Aug 20251h 21min

The Ether Machine Chairman: Real Risk of DATs And Who Wins From Stripe And Circle’s Chains | Weekly Roundup
For this week’s roundup, Andrew Keys, from The Ether Machine, joins Yano, Santi and Rob to dive into the unique value prop that The Ether Machine offers investors, his thoughts on the overall DAT land...
15 Aug 20251h 20min

How to Launch a Token (Legally) Featuring Miles Jennings & Eddy Lazzarin Of a16z Crypto
Gm! This week Miles Jennings and Eddy Lazzarin join Yano to dive into how a16z is approaching the current crypto landscape with a big focus on token design, designation, and how Founders can think pra...
12 Aug 20251h 24min

No Top Signal In Sight | Weekly Roundup
Happy Friday! This week we livestreamed our Roundup and Yano, Santi and Rob got right into the topics of the week - DATs keep on keeping on, Coinbase’s convertible notes, Kraken and other upcoming cry...
8 Aug 20251h 21min

Hivemind: Don’t Sleep on Ethena, Bull Case for Galaxy & The Hyperliquid Future
This week, the Hivemind team dives into the recent market pullback and whether it’s time to be bullish again. We explore the future of Ethena & USDe, why Galaxy Digital’s massive data center play may ...
7 Aug 20251h 1min

The Bull Case For GLXY With Duncan & Rittenhouse Research
Gm! This week, Duncan and Matt join Yano to dive into Galaxy the day before their quarterly earnings drop. In this episode, Duncan and Matt dive into Galaxy’s unique business model and how it’s perfec...
4 Aug 20251h 35min





















