The Leopold Aftermath, Ken Griffin's Playbook for Success, and Narrative Violations
10 Aug 27min
LEOPOLD LIQUIDATED LIVE: Ken Griffin is The Grim Reaper, Uniswap V4 Hooks, and a Postmortem
10 Aug 26min
Flood - Inside the Biggest AI Fund Blowup Ever
10 Aug 44min
The Chinese Semiconductor Moment, Onchain Spots, and Celebrity Traders
Threadguy opens on traders becoming the next celebrities as memecoins retake TikTok, then the market open goes red when China starts mass-producing its own chip tools and CXMT's IPO does 1% of all Sha...
28 Juli 30min
Bubble Boi - Selling Everything, the Kimi Shock, and Killing DRAM
Bubble Boi returns a quarter after his Intel and SanDisk calls went up only, and a week after his million-view "sold out of everything" tweet. He explains what one Chinese AI model changed about the e...
25 Juli 54min
Jensen Loves Open Source, Bubble Boi Shares Alpha, and I Have Fun Onchain
25 Juli 22min
Robinhood’s Memecoin Strategy is Working and Onchain is Fun Again
Rasmr calls in after binking 100K on the GME memecoin's on-chain short squeeze, and the morning only gets stranger from there: corporate interns shilling a $29M raccoon, Google's $200B CapEx bet dragg...
23 Juli 35min
The Race to Legalize Perps - Lighter Founder Vlad Novakovski
Vlad, founder and CEO of Lighter, returns for round two, this time post TGE and mid run as one of the hottest products in finance. He gets into whether AI agents will ever replace human traders, the r...
23 Juli 44min
