Fundamentals Are The New King of Crypto | Smac & Noah Goldberg
This week, Noah from Theia & Smac from Compound discuss why crypto’s next chapter won’t be powered by hype alone. They explain how valuations, narratives, fund structures, and real cash-flow durabilit...
15 Des 20251h 3min
Tempo Testnet Goes Live, Burnout In Crypto, and Farcaster’s Pivot | Weekly Roundup
This week, we discuss Polymarket data accuracy, VC involvement in portfolio companies, Paradigm’s Tempo testnet launch, reflections on burnout in crypto, and Farcaster’s pivot. Enjoy! – Follow Jason...
12 Des 20251h 3min
Institutional Flows Will Overpower the 4-Year Cycle | Matt Hougan
This week, CIO of Bitwise Matt Hougan joins the show to discuss fading the power of the four-year cycle, the accelerating wave of institutional adoption, and whether Strategy selling its Bitcoin is a ...
8 Des 202551min
Ethereum’s Valuation, Saylor’s Next Move, and Prediction Markets | Weekly Roundup
This week, Santi and Rob discuss market volatility, MicroStrategy’s financial health, and Ethereum’s valuation. They also dive into current macro conditions, recent Tether FUD, and prediction markets....
5 Des 20251h 19min
Hivemind: Have We Bottomed, Bitcoin's Quantum Threat & Hyperliquid Unlocks
This week, the Hivemind team breaks down the current state of markets as Bitcoin looks to stabalize around $90k. We deep dive into the path forward for Microstategy, is quantum actually a threat to Bi...
4 Des 202552min
Quadrillions: Privacy or Perish | Eli Ben-Sasson, Shaul Kfir, & Eric Saraniecki
In this episode, we discuss why privacy is critical for TradFi adoption, crypto’s privacy solutions today, and how privacy unlocks institutional adoption of crypto, ultimately bringing quadrillions on...
3 Des 202550min
Monad Founder: The Next Chapter For Monad | Keone Hon
This week, Keone Hon joins the show to discuss the recent launch of Monad. We deep dive into Monad's ICO, launching on Coinbase, the state of airdrops in crypto today, do we need another L1, whether p...
1 Des 202555min
Klarna Launches A Stablecoin, Hyperliquid Perps & The Prediction Market Wars | Weekly Roundup
This week, we're back to discuss the top stories of the week. We deep dive into Klarna's stablecoin launch, the state of crypto VC, Hyperliquid's launch of equity perps & more. Enjoy! -- Follow Jas...
28 Nov 20251h 30min
