Eric Conner: The 52 Month DeFi Bear Market Is Over (Full Thesis)
Eric Conner says something is happening in crypto he's never seen in 14 years of watching these markets: coins like Zcash and the perp exchanges are decoupling from Bitcoin entirely. The EIP-1559 co-a...
28 Sep 40min
Nathan McCauley: Tokenized Deposits Are The Real Trojan Horse For Banks (Insider Take)
Nathan McCauley says most banks don't actually know how much money is in their own accounts until the end of the day, and he explains why tokenized deposits are quietly fixing that. The Anchorage Digi...
27 Sep 23min
Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)
Haseeb Qureshi joins to catch us up on his portfolio, why he's extremely bullish on perps, tokenization, and prediction markets. He explains how more than half of Hyperliquid's volume is already real-...
26 Sep 29min
Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)
Se Yong Park says FOMO has the first objective feedback loop in social media history: you made money, or you didn't. He frames it as social media three, the speculation graph following Facebook's soci...
24 Sep 18min
Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)
Carlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word. He walks through all three models, explains why only one giv...
22 Sep 17min
Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)
RWA perps just expanded Ethena's addressable market from $2.5 trillion of crypto to $150 trillion of everything else. Guy Young explains why he thinks that's a bigger unlock than anything USDe has don...
20 Sep 18min
Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)
Kevin O’Leary joins us in NYC for an interview about his allocation and views on the digital asset market.Digital assets becoming the twelfth sector of the S&P was his core framing. He thinks it gets ...
19 Sep 12min
Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)
Jeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance.Mobile existed for fifteen years before iOS and Android made it actu...
18 Sep 14min
