Token Transparency And The Hot Ball of Money (Hyperliquid/Circle) | Weekly Roundup
On this week’s Roundup, Yano and Santi explore Blockworks’ recently released Token Transparency framework, discuss the passing of the GENIUS act through the senate, and continue to marvel and engage w...
20 Jun 20251h 18min
Introducing The Token Transparency Framework With Dan Smith, Louis T and Felipe Montealegre
On this episode, Yano is joined by Dan Smith of Blockworks Research, Felipe Montealegre of Theia Research and Louis T of L1D to publicly launch a brand new, industry leading Token Transparency Framewo...
18 Jun 20251h 8min
The State Of Crypto Derivatives With Shiliang Tang and Josh Lim
This week, Jason is joined by Shiliang and Josh to discuss derivatives, perps, trade ideas, the state of the overall market and Public Crypto Vehicles’ impact on the market. -- Start your day with ...
16 Jun 20251h 19min
Takeaways from the SEC Roundtable and Privy Acquisition | Weekly Roundup
For this week’s Roundup, Yano and Santi dive into the Stripe acquisition of Privy, the SEC Crypto Task Force Roundtable, Bill Gurley’s comments on tokenization, the likelihood of a Solana ETF coming s...
13 Jun 20251h 3min
Hivemind: Circle Valuation, Pump.Fun Token & What We’re Bullish
This week, the Hivemind team breaks down the macro shift toward deficit-fueled growth, the Circle IPO mania, stablecoin disruption, and how this might reshape the banking system. Later, they cover Pla...
12 Jun 20251h 4min
How Venture Is Navigating Crypto IPOs Featuring Rob Hadick & Diogo Mónica
This week, Jason and Santi are joined by Rob Hadick (Dragonfly), and Diogo Monica (Anchorage/Haun Ventures) to dive into the evolving crypto venture landscape. -- Start your day with crypto news, ana...
11 Jun 20251h 16min
Don’t Midcurve Circle and PumpFun | Weekly Roundup
In this episode, Yano and Santi unpack 16z’s stance on the decline of crypto foundations, Pump.fun’s $1B raise, Robinhood’s growing crypto footprint, Circle’s upcoming IPO, and question Coinbase’s (CO...
6 Jun 20251h 8min
Debate: How to Value an L1 Token With Dan Smith and Jonah Weinstein
Gm and Happy Monday! This week, Dan Smith, a Lead Blockworks Researcher and Jonah Weinstein, a Portfolio Manager of SkyCatcher, join Jason to dive into the timely conversation about which metric is be...
2 Jun 20251h 16min
