#52 | O MERCADO CRIPTO MUDOU (E MUITA GENTE AINDA NÃO PER...

What this episode covers

Duas pizzas por 10.000 bitcoins viraram uma das histórias mais famosas do mercado cripto. Mas a pergunta agora é outra: o próximo grande movimento ainda está no Bitcoin — ou em tokens como HyperLiquid, Zcash e VVV?Neste episódio do Crypto Never Sleeps, Marcello Cestari e Valter Rebelo discutem o Bitcoin Pizza Day, o amadurecimento do mercado desde 2021, a tese de HyperLiquid, o crescimento de Venice/VVV com IA, a narrativa de privacidade do Zcash e o impacto da regulação nos EUA.00:00 — Trailer: os tokens que estão performando melhor que Bitcoin01:00 — 1 ano de Crypto Never Sleeps e Bitcoin Pizza Day03:21 — A história das pizzas de 10.000 bitcoins06:51 — Bitcoin pode virar moeda soberana?08:20 — Por que o mercado cripto mudou desde 202111:40 — Os tokens que estão decolando neste ciclo12:34 — HyperLiquid: Ethereum e Solana dando certo?13:36 — SpaceX, OpenAI e pré-IPOs na HyperLiquid15:02 — HYPE, múltiplos e comparação com bolsas tradicionais18:00 — ETFs, staking e entrada de capital em HyperLiquid19:18 — Buyback, receita e tokenomics de HYPE20:02 — Stablecoins, USDC, Coinbase e Circle24:00 — HYPE pode chegar a três dígitos?28:09 — Venice/VVV e a tese de IA em cripto31:31 — Inferência, inteligência e demanda por IA33:32 — VVV vs OpenRouter: valuation e comparação35:01 — Momentum vs fundamento em cripto36:05 — Macro, inflação, juros e ativos de risco39:21 — Zcash é mais Bitcoin que o próprio Bitcoin?41:52 — Como funciona a privacidade do Zcash44:15 — DATs, institucional e novas narrativas cripto49:12 — Terraform Labs, Jane Street e UST50:21 — Clarity Act e o futuro da regulação criptoAbra a sua conta na Binance: https://binance.onelink.me/y874/MMAkers📩 Newsletter semanal assinada pelo nosso analista Marcello Cestari com todas as principais notícias do mercado de criptomoedas.https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7251965152940466178📢 Anuncie sua marca no Crypto Never Sleeps: [email protected] - - - - - - - -O MERCADO CRIPTO MUDOU (E MUITA GENTE AINDA NÃO PERCEBEU) | Crypto Never Sleeps #52Apresentadores: Marcello Cestari (especialista em criptoativos) e Valter Rebelo (especialista em criptoativos) #BITCOIN #ETHEREUM #CRIPTOMOEDAS

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How long is this episode of Crypto Never Sleeps?

This episode is 54 minutes long.

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This episode was published on May 23, 2026.

What is this episode about?

Duas pizzas por 10.000 bitcoins viraram uma das histórias mais famosas do mercado cripto. Mas a pergunta agora é outra: o próximo grande movimento ainda está no Bitcoin — ou em tokens como HyperLiquid, Zcash e VVV?Neste episódio do Crypto Never...

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