#112 | CEX vs Stockbroker, Ethereum cutting down employees, and $CARDS prediction

The debate of CEX vs Stockbroker and where crypto and traditional finance are starting to converge. Ethereum cutting down their employees, is it bullish or bearish? $CARDS pumping, time to short or long?---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at: https://launchy.app/--------Chapters(00:00) — Intro & catching up (Lambro's break, market overview)(01:24) — MU stock trade breakdown & AI hardware thesis(05:23) — Shorting SNX (sUSD depeg, SIP vote) and EigenLayer(08:24) — Monthly market recap (via the Substack newsletter)(11:21) — CEX vs. stockbrokers: are exchanges becoming brokers?(16:46) — FOMO/Liquid funding round skepticism & the "Rocket Internet of AI" thesis(21:14) — Ethereum Foundation budget cuts & the new ETH foundation(26:01) — Collector Crypt deep dive (Pokémon card business model & tokenomics)(33:38) — STRC / MSTR crisis: Saylor's dilemma and trade ideas(42:50) — Circle & stablecoin competition (Stripe, SoFi, PayPal, Tether)(46:37) — Outro------------------------------DisclaimerAll views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.