The Bull Case For DePIN, RWAs on Hyperliquid & The Onchain Endgame | Weekly Roundup
This week, we break down the evolving DePIN thesis, from real revenue traction to infra financing, regulation, and why some networks are finally compounding at scale. We also discuss the boom in Hyper...
30 Jan 1h 18min
Why Kraken Is Betting Big on Onchain Vaults | John Zettler & Sun Raghupathi
This week, we’re joined by John Zettler, Director of Product at Kraken and Sun Raghupathi, Co-founder of Veda, to discuss their collaboration to bring onchain vaults to Kraken! We explore the growth o...
26 Jan 1h 3min
AI Breaking Software Economics, CLARITY Bill, & Debating BitGo’s IPO | Weekly Roundup
This week, we discuss Claude and the ongoing AI acceleration, AI’s impact on VC and SaaS, and the latest draft of the CLARITY Bill. We also dig into BitGo’s upcoming IPO, Polygon’s latest acquisitions...
23 Jan 1h 18min
Hivemind: Bitcoin Volatility, Perp DEX Trends, and Crypto Market Cycles
This week, the Hivemind team discusses Bitcoin’s recent price action, macro and equity market influences, perp DEX activity, and their outlooks on Solana, Hyperliquid, Lighter, and PumpFun. They also ...
22 Jan 1h 4min
Quadrillions: How to Win the World | Chris Maurice
In this episode, Chris Maurice, Co-founder & CEO of Yellow Card, joins us to explore how compliant crypto rails are reshaping everyday money movement across Africa. We dig into stablecoins as practica...
21 Jan 48min
Inside Lighter’s Plan to Overtake Hyperliquid | Vladimir Novakovski
This week, Lighter Founder & CEO Vladimir Novakovski discusses Lighter’s competitive edge over Hyperliquid, why he chose to be an L2 on Ethereum, and the role of their ZK innovations. We also touch on...
20 Jan 54min
Claude Code, Stablecoin Adoption, and 2026 Trends | Weekly Roundup
This week, we discuss the rise of AI tools like Claude Code, and their impact across the industry. We also cover Rain’s growth, supply and demand dynamics in crypto, capital raising, and crypto and AI...
16 Jan 1h 14min
Claude Opus 4.5’s Breakout Moment & Investing in 2026 with Qiao Wang
This week, Qiao Wang joins the show to discuss how AI is transforming what it means to be an investor in 2026. We deep dive into Claude Opus 4.5 and its breakout moment, why Qiao got into the Google t...
12 Jan 57min
