#94 | Vitalik Roasts L2s, The Market Dumps & VCs Are Leaving Crypto? episode artwork

EPISODE · Feb 9, 2026 · 28 MIN

#94 | Vitalik Roasts L2s, The Market Dumps & VCs Are Leaving Crypto?

from More Than Speculation | The Chill Crypto Convo · host Launchy

They discuss the shock departure of Kyle Samani (Multicoin) to focus on AI/Robotics and whether this signals "Smart Money" is leaving crypto. They also debate if MegaETH should delay their TGE, why retail has "smartened up" to VC dumps, and share their survival strategies for what feels like a "slow death" bleed in altcoins.---------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[01:04] Intro: 2lambro Gets Liquidated (Again)[02:43] Kyle Samani Leaves Crypto: The Pivot to AI & Robotics[05:32] Is This "Peak" Bear? The Retail Fatigue Theory[07:18] Market Strategy: Buying the Dip at $73k? (TA Review)[12:34] Vitalik's New Post: Are L2s Failing to Scale?[17:14] The AI Pivot: Should Crypto Natives Become "AI Guys"?[22:42] MegaETH: "Don't TGE in This Market" (The 6-Month Wait)[26:03] The Solution: Why Protocols Must Start Buybacks (Like Hyperliquid)------------------------------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.

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