
AntSeed Founder: The AI Inference Boom That Is Set To Explode (Here's Why)
Amos joins us to break down why inference is the new oil and companies will hedge inference costs the same way airlines hedge jet fuel, why AntSeed is open router without open router in the middle, an...
3 Jul 28min

Vladimir Novakovski: The Rise of Perps In Mainstream Finance (Robinhood Partnership Explained)
Yesterday Robinhood hosted their “The World is Flat” event where they announced the Robinhood chain mainnet & deepened relationship with Lighter, amidst many other digital asset focused initiatives. L...
2 Jul 16min

VirtualBacon: The Next Bull Market Is Here (Full Thesis)
VirtualBacon Dennis Liu breaks down why Bitcoin at 58K is deep value territory, why the four year cycle has repeated exactly as expected and isn't going anywhere, and why HYPE and Lighter are the clea...
1 Jul 43min

MoneyGram CEO: Tokenization & Stablecoins Are Set To Explode (Why We're Betting Big On It)
MoneyGram CEO Anthony Soohoo breaks down why launching MGUSD was a vertical integration play straight out of Apple's microprocessor playbook, why MoneyGram's 500,000 physical locations are an unbeatab...
30 Jun 31min

Portal VC Founder: How To Invest In A Post-AI World (Huge Changes)
Evan Fisher breaks down why blockchain is more analogous to legal technology than financial technology, why AI-proof moats in crypto are network effects, liquidity, and trust rather than code, and why...
28 Jun 36min

Fomo Co-Founder: The FOMO Bull Thesis For Trading Crypto (Be Early)
Se Yong Park breaks down why FOMO is building the trading app for the rest of us... any chain, any asset, never miss out again, why AI will commoditize content but can never commoditize money and risk...
26 Jun 28min

WalletConnect CEO: The WalletConnect Bull Thesis (Billions In Volume)
Jess Houlgrave breaks down why 2026 is the year of non-USD stablecoins with USDC losing Mica compliance, 30 European banks now issuing a euro stablecoin, and HKD, JPY, SEK and CHF versions all coming ...
23 Jun 29min

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 Jun 28min




















