How to Trade Crypto Cycles with Raoul Pal
This week, Raoul Pal joins the show to discuss the current state of markets. As crypto & equities face their first significant sell off since the April lows, we deep dive into what's next for markets....
24 Nov 20251h 3min
Market Sell Off, State of Crypto VC & Why Your Coin Isn't Pumping | Weekly Roundup
This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the recent panic in markets, Santi's piece on crypto valuations, the state of crypto venture, Aave's app launc...
21 Nov 20251h 5min
Hivemind: Can Crypto Bounce, Monad's ICO & The Perp Opportunity
This week, the Hivemind team breaks down the recent market price action as BTC struggles to regain $95k. We then deep dive into why is Zcash ripping, the 10/10 leverage hangover, the perps opportunity...
20 Nov 202556min
Quadrillions: You’re Already Late | Mike Belshe, Justin Peterson & Eric Saraniecki
In this episode, we cover institutional crypto adoption, stablecoins’ interplay with treasuries and 24/7 repo financing on Canton, the risks associated with wrapped assets and stablecoin fragmentation...
19 Nov 202556min
Bitcoin Breaks $95k, Crypto’s Valuation Problem & The Path To Real Onchain Users
This week, Santi joined Jonah & Avi on the 1000x podcast to discuss Bitcoin breaking $95k, why crypto valuations are struggling, how AI and traditional markets offer better value and clearer cash-flow...
18 Nov 20251h 7min
State of The Market, Monad's ICO & The Stablecoin Gold Rush | Weekly Roundup
This week, Rob & Santi are back to discuss the top stories of the week. We deep dive into the current state of markets, why Coinbase called off their BVNK acquisition, Uniswap's fee switch proposal, M...
14 Nov 20251h 20min
Phantom CEO: The Next Chapter For Phantom | Brandon Millman & Donnie Dinch
This week Brandon Millman & Donnie Dinch join the show to discuss the past, present & future of Phantom. We deep dive into why did Brandon originally build Phantom, recent M&A activity, building perps...
10 Nov 20251h 25min
Finding Alpha In Crypto, Mamdani Wins & The AI Gold Rush | Weekly Roundup
This week, Pranav Kanade joins the show to discuss the current state of markets. We deep dive into how Pranav finds alpha in crypto, Mamdani's win in NY, have we topped, are L1s overpriced, why the ho...
7 Nov 20251h 14min
