PODCAST · technology
More Than Speculation | The Chill Crypto Convo
by Launchy
A crypto podcast by @2lambro and @ManoppoMarco | We talk about all things crypto from builders' and investors' perspective. Expect a mix of degeneracy combined with thoughtful musings.
-
109
Maximizing your DeFi collateral with Symbiotic Finance | 117
In this episode, we talk about the current state of DeFi, and how does Symbiotic Finance brings a fresh air by providing yields on your unproductive collaterals. We have Felix as Head of Growth from Symbiotic to enlighten us on these collateral markets.------------------------------Follow Symbiotic's Twitter 👉 https://x.com/symbioticfi👉 https://x.com/FelixLts📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------🙉 Listen this podcast on Spotify 🎧https://open.spotify.com/show/6DG3BaZWfpkZpTahKe9hmy📖 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 & state of DeFi: is the circular economy over?02:12 — Lambro's bear case on DeFi: why TradFi wins for him right now03:19 — Felix intro - What are Collateral markets07:11 — Symbiotic's products: vaults, curators & collateral framework08:49 — Liquid Lane deep dive: RWA early redemption liquidity16:25 — Symbiotic's North Star: cheapest cost of capital for USDC19:29 — Lambro's power user take: hurdle rate for parking capital in DeFi24:25 — At what yield does DeFi make sense? The bank vs. on-chain debate28:30 — The missing piece: using stock portfolios as on-chain collateral31:12 — Dream guests & closing takes (Cobie, Tether's Devasini)35:55 — Final question: what does it take to make it in crypto?37:03 — Outro & where to find Symbiotic------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.
-
108
Is Robinhood chain dead? Chinese stocks coming to Hyperliquid? | 116
In this episode, we breakdown whether Robinhood chain is able to maintain their memecoin mania or not. We also talked about Base App newly appointed individual, Cobie, and what will happen if Chinese stocks are coming to Hyperliquid.------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 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)02:44 — Lambro's Robinhood chain story: OTC bridge, early meme, P&L breakdown06:50 — Vlad & Robinhood's meme strategy — will they keep pushing?10:10 — Base App leadership change: Jesse Pollak out, Cobie in13:03 — Robinhood chain launchpad landscape (Noxa, Pons, Launch)15:49 — Robinhood chain data: volume, users, and the Arbitrum revenue debate16:58 — Is ETH benefiting from L2 activity? Lambro's ETH thesis18:38 — Hyperliquid & Chinese stocks: bull or bear if China clamps down?21:00 — Why Chinese tickers on Hyperliquid are actually a bull case26:17 — New segment: AI data labeling ecosystem (Scale AI, Cursor, Mercor)29:07 — Can crypto + AI data actually work? Token model challenges32:54 — Where is AI going next? The case for the data stack in emerging markets34:36 — Outro & $CASHCAT prayers------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.
-
107
Why most Layer 2 projects are failing? - The L2 Graveyard | The Real Question Ep. 2
In this episode we breakdown why almost all layer 2 projects are failing, in terms of TVL, chain transaction, and their token price. ------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 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)0:00 - 2:08 Intro Why layer 2 project considered as failure02:13 - 03:50 Why most L2s projects are failing03:53 - 08:06 Did L2s project fails to see Ethereum's plan to scale up?08:10 - 10:03 What's next for most of these L2s project? 10:04 - 10:44 Outro------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.
-
106
#113 | Saylor's plan to save Strategy unveiled and a new stablecoin that would threat USDT and USDC
We breakdown Saylor's plan to save Strategy he just unveiled, and OUSD, a new stablecoin with 140+ partner from traditional finance institution that would threat USDT and USDC-----------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/📖 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 & collecting (NBA cards, Yu-Gi-Oh, NFTs)02:48 — Market check-in & Lambro's recent shorts (DYDX, EigenLayer, Synthetix)06:44 — Episode preview & Robinhood chain launch07:28 — Lambro's Robinhood chain degen experience (bridge, meme coins, P&L)09:01 — Robinhood x Morpho earn product & DYDX perps migration12:22 — MSTR/STRC breakdown: what happened & Saylor's credit framework announcement16:38 — Trade setup: long STRC, short BTC, and repeg thesis20:36 — STRC reporting timeline & dividend mechanics23:18 — OUSD launch: what it is and how it works29:06 — OUSD's impact on Circle, Tether, and the stablecoin market31:18 — Macro take: is crypto becoming real finance? Do we bottom in 1-2 quarters?35:52 — Outro & where to find MTS content------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.
-
105
#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.
-
104
#111 | Will Hyperliquid and Venice continue pumping? $HYPE and $VVV review
We dissect the massive institutional inflows driven by 21Shares and Bitwise HYPE ETFs, and debate whether the market cap can realistically push toward the $100 target before traditional finance starts pushing back. Lambro also shares the brutal reality of missing the bottom and why he's cautious about top-blasting it right now. Then, we pivot to the AI sector to uncover the massive run-up of Venice (VVV). Founded by crypto OG Erik Voorhees, this privacy-first AI platform is quietly generating $60M in annual recurring revenue. We break down the genius of their tokenomics (staking VVV to mint DIEM for perpetual API credits) and debate whether open-source privacy models can actually compete with the performance of Anthropic and OpenAI.---------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[00:50] Intro: Missing the Hyperliquid (HYPE) Pump to $56[01:42] The Wall Street Invasion: 21Shares & Bitwise HYPE ETFs[04:16] Trading Strategy: Do You Buy HYPE at All-Time Highs?[07:22] Can Hyperliquid Flip BNB and Reach $100?[12:21] The Venice (VVV) Pump: Erik Voorhees' Privacy-First AI[15:41] VVV Tokenomics: $60M ARR and Minting DIEM for API Credits[17:00] The AI Privacy Debate: Open Source vs. Performance------------------------------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.
-
103
#108 | The Reason Altcoin Season Is Not Coming Back with @Heart_
They get into the real trading psychology stuff too. Why Heart takes profit too early, cuts losses too late, and what he does after a stupid trade to reset his head. Plus 2lambro's painful DOGS trade makes a comeback appearance. The episode closes with a rapid fire round covering Solana vs BNB, HYPE vs ETH, BTC vs Nvidia, BTC vs Gold, Polymarket vs Kalshi, Zcash vs XMR, and more.---------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: Heart Is Back After 6 Months[02:19] What Changed in the Market Since December[04:17] How Heart Builds His Watch List[06:08] Daily Workflow: Weekly Reviews and Reacting to Flow[07:06] Does Fundamentals or Narrative Matter for Trading[09:07] TON: Can It Still Go?[09:38] Why TradFi Assets Are Exploding on Crypto Rails[12:17] Are Altcoins Dead or Just VC Coins?[13:34] The Meme Coin Meta Is Shifting to Ethereum[14:29] How Hard Is It to Find 100M Meme Coins Now[14:52] Heart's First Time Trading Traditional Assets[15:42] Current Watch List: TON, Zcash, Hyperliquid[16:32] The Loracle Drama and Hyperliquid CT Sensitivity[17:16] Taking Profit Too Early vs Holding Losses Too Long[19:05] How Heart Decides His Stop Loss[20:47] Meme Coin Strategy: Shoot and Forget[21:02] Getting Angry After a Stupid Trade[22:44] How to Control Anger and Reset After a Bad Trade[23:31] Trading Advice: Put Your Target Where the Chart Says[25:31] Rapid Fire Asset Rankings[29:09] Heart Asks 2lambro About Trading TradFi[31:25] Wrap Up------------------------------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.
-
102
#107 | TON Summer incoming? MegaETH post-launch reality, Hyperliquid HIP4 prediction markets
We break down the MegaETH post-launch situation, why the token isn't pumping despite an ultra-low float, the Ethena/USDM looping strategy that's juicing Aave yields, and what it would take to trigger a Monad-style rebound. We also dig into Virtuals Protocol's new robotic AI play (CAS), why it's basically a data labeling company with a token bolted on, and what Coinbase should actually do to save themselves, hint: it involves a BASE token and a Circle negotiation. And we close with Hyperliquid's HIP4: prediction markets on Hyperliquid, how the fee structure compares to Polymarket, and whether this is genuinely bullish for HYPE or just hype.---------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[01:00] Intro: Market Vibes & 2lambro's Painful DOGS Trade[02:49] TON Ecosystem Breakdown: Make TON Great Again?[07:42] Venice Token & Virtuals' New Robotic AI Play (CAS)[10:09] Why Virtuals' Data Labeling Strategy Is Actually Smart[13:20] ZCASH, DASH & What's Been Pumping This Week[15:23] Aave's $71M Recovery: Arbitrum DAO, rsETH Oracle Manipulation[18:05] MegaETH Post-Launch: The Ethena/USDM Looping Strategy[21:46] MegaETH TVL Concentration & DeFiLlama's Warning Flag[23:11] Coinbase Layoffs: AI as Leverage, Not a Threat[25:01] How Coinbase Should Actually Use a BASE Token[28:03] Polymarket Token: What's a Fair Valuation?[30:31] Hyperliquid HIP4: Prediction Markets, Fees & Cross Margin[37:38] Wrap Up------------------------------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.
-
101
#106 | Building bot to detect crime coin, MegaETH launch prediction, Hyperliquid perp market
Is MegaETH the next massive launch or just another VC dump? In Episode 107, 2lambro and Marco break down the highly anticipated MegaETH Token Generation Event (TGE). We dive deep into the math behind the MegaETH launch, exposing why the actual circulating float might be much tighter than people expect (around 5-8%) and how early investors from the Echo Round and Fluffle NFTs might impact the day-one price action. 2lambro also reveals his custom-built AI "Crime Coin Detector," a bot designed to analyze open interest, funding rates, and historical patterns to catch manipulated tokens before they rug. Plus, we debate Polymarket's aggressive push into perpetual futures and whether it's actually good for the ecosystem.---------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[00:56] Intro: Market Vibes & The Recent TGE Pump[01:49] Building an AI "Crime Coin" Detector with Claude[04:34] MegaETH Launch Strategy: To Trade or To Hold?[06:53] Breaking Down the MegaETH Float & VC Unlocks[09:16] The MegaETH Ecosystem: Kumbaya DEX & USDM[13:55] Where Will the MegaETH Selling Pressure Come From?[17:38] The Awkward Timing of the MegaETH Launch[22:59] Polymarket Perps: A Desperate Move for Revenue?[27:56] How AI "Vibe Coding" is Changing Web3 Development------------------------------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.
-
100
#105 | The True Cost of Capital & Why Aave Got Bailed Out w/ @jaibhavnani & @SaulCapital
Is the DeFi lending market fundamentally mispricing risk? In Episode 106, 2lambro and Marco sit down with Jai Bhavnani (Co-Founder of Waymont and contributor to Royco Protocol) and Saul (Yields and More / Re) to diagnose the awkward "teenage phase" of DeFi. We break down the massive Aave/Kelp DAO situation and the resulting negative carry trap. We also debate whether Aave is now officially "too big to fail" following the massive community bailout. Plus, we dive into the 12% "fair value" interest rate debate, exploring how off-shore Chinese whale capital is artificially suppressing on-chain yields. Finally, we explore how risk tranching and uncorrelated Real World Assets (RWAs) are creating the next frontier of sustainable yields.---------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[01:20] Intro: Jai (Royco) & Saul (Re) Backgrounds[02:58] The Aave & Kelp DAO Crisis: Are Yields Dead?[06:00] How Royco Escaped the Negative Carry Trap[11:44] Is Aave Too Big to Fail? The Bailout Debate[18:19] The 12% Fair Value Yield Debate & Chinese Whale Capital[22:44] The Cheat Code: You Are Secretly Selling Discounted Put Options[25:40] RWA Trends: Uncorrelated Yields vs. Bad Private Credit[28:04] Tranching: How Royco Protects Senior Depositors[34:57] What It Actually Takes to Make It in Crypto------------------------------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.
-
99
#104 | Why 99% of Tokens Launched are Doomed to Die with Baseline Markets
Why do 99% of token launches eventually bleed to zero? In Episode 105, we sit down with Fully (@fullyallocated), the Director of Baseline Protocol and a former developer at Olympus DAO, to expose the fundamental flaws in how the crypto industry handles liquidity.We break down why standard Uniswap XYK pools are mathematically broken (they don't even understand Market Cap), how founders accidentally "rug" their own communities during fair launches, and the open secret about the centralized market makers quietly running the show on Pump.fun.Fully also drops the alpha on Baseline Protocol, a revolutionary "Token-Owned Liquidity" system that creates mathematical floor prices for tokens and allows users to take out 0% interest, liquidation-free leverage against their bags.---------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[00:50] Intro: Ripple, The 2017 ICO Era, & The Promise of Access[05:09] Crypto's "Awkward Teenage Phase" Trying to Impress TradFi[08:05] What is Baseline Protocol & Token-Owned Liquidity (ToL)?[09:38] The Olympus DAO Origins & Programmable Liquidity[16:13] Why the Uniswap XYK Model is Mathematically Broken[19:04] The SLERF Anomaly: More Liquidity Than Market Cap?[22:52] How Founders Accidentally Rug Their Own Fair Launches[24:49] The Baseline Solution: Floor Prices & 0% Liquidation-Free Borrowing[29:28] The Math Behind the 'B' Token's $42M Market Cap[38:05] Disrupting TradFi: Taking Over Penny Stocks and the NASDAQ[43:41] Exposing Pump.fun's Secret Centralized Market Makers[46:49] What it Actually Takes to "Make It" in Crypto------------------------------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.
-
98
#103 | The Interest Rate of AI: Financing Nvidia GPUs with David Choi
Why is every AI company suddenly trying to get a mortgage for their Nvidia GPUs? In Episode 104, Marco sits down with David Choi, the architect behind USDAI and the upcoming CHIP token, to expose the massive, hidden financial engine driving the artificial intelligence boom. While the market is distracted by chat models and software, the real bottleneck (and the biggest yield opportunity of the next decade) is financing the physical hardware. David breaks down exactly why traditional Wall Street and private credit are failing to fund the data centers, why RWA stablecoins keep breaking, and how CHIP is positioning itself to become the fundamental "Interest Rate of AI."---------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[01:00] Intro: The Massive Shift in Private Credit & AI Financing[03:32] What is USDAI? Solving the GPU Financing Bottleneck[06:58] The House Arrest Trap: Why RWA Stablecoins & BDCs Break[10:13] The AI Mortgage: Why Startups Want to Own, Not Rent[13:32] Mythos, Blackwell Delays, & The Unseen Transition Costs[18:19] The CHIP Token: Setting the "Interest Rate of AI"[22:02] Why Escrowing Capital is Better Than Fake Yield[25:31] Repo Risk: How Do You Repossess a GPU?[27:17] Underwriting Standards: Fixing Aave's Structural Flaws[30:24] We Are Hiring: Building the Capital Markets for AI[32:26] Market Alpha: The Tranching Illusion & ERC-404s------------------------------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.
-
97
#102 | Jensen Huang's AI Shilled Project Rugs $10M & OpenClaw Meets Blockchain with @563defi
Is the market so dead that founders are just rugging and running? In Episode 103, 2lambro sits down with @563defi, Head of Research at Blocmates, to uncover exactly what happens when the crypto dopamine dries up. They do a massive deep dive into the BitTensor (TAO) drama—explaining how the highly-praised Templar subnet pre-trained a 72B parameter AI model, got a shoutout from Nvidia's Jensen Huang, and then abruptly pulled $10M out of the ecosystem in a shocking "rug." They also break down the hidden battle between PolyMarket and Kalshi, the terrifying manipulation happening with dead L2 tokens like StakeStone, and the dark side of Crypto AI (including the founder of Surf getting arrested in China). Plus, 2lambro shares his exact strategy for farming up to 200% APR by selling Bitcoin puts while shorting trash 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[01:00] Intro & Guest: 563 (Head of Research at Blocmates)[02:10] PolyMarket vs. Kalshi & Risk-Free ICO Arbitrage[06:20] Bootstrapping Liquidity: XO Markets & Hyperliquid[11:40] Trading Alpha: Shorting Altcoins & Selling BTC Puts for High Yield[15:31] Market Manipulation: Shorting Dead L2s & The StakeStone Trap[18:08] 🚨 The $10M TAO Rug: BitTensor Drama & Nvidia's Jensen Huang[29:23] MetaDAO Mechanics & Why Pendle is Dumping[31:52] Crypto AI Drama: Surf Founder Arrested in China[34:35] "Spoiled by Crypto": Dopamine Detox & Using AI as a Therapist[43:22] Building Autonomous AI Agents with Hermes & OpenClaw------------------------------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.
-
96
#101 | The $250M North Korean Heist, Exposing Trump’s Crypto Ghost Town, & CZ’s Tell-All Book
How do you steal $250 million without breaking a single smart contract? In Episode 102, we break down one of the most sophisticated social engineering heists in crypto history: How North Korean hackers infiltrated the Solana-based Drift Protocol. But the $250M hack isn't the only illusion in the market right now. We also expose the bizarre, manipulated numbers behind WLFI (World Liberty Financial), why the "Trump Crypto Project" might just be a ghost town propped up by AI tweets and fake borrowing loops. Plus, the real alpha: While the market gets chopped, 2lambro reveals his exact strategy for earning 100%+ APR by selling Bitcoin puts on Bybit. ---------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[01:00] Intro: Podcasting for a $200M Buyout?[05:47] 🚨 The $250M Hack: How North Korea Infiltrated Drift Protocol[09:21] 📖 Crypto Drama: CZ's New Book & The Beef with OKX's Star Xu[13:01] 🕵️‍♂️ WLFI Exposed: Fake Yields, Ghost Towns & AI Generated Tweets[17:31] 📉 Macro Update: Iran Oil Spikes, Gold Dumps & BTC Dominance[19:42] 💸 Trading Alpha: How to Make 100% APR Selling Bitcoin Puts[21:50] 🏦 RWA Alpha: Funding Real-World E-commerce with Stablecoins[27:45] 🚀 Fluent ICO: Valuation, Token Launch, & Mainnet Update------------------------------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.
-
95
#100 | Your Bank Pays More Than DeFi Right Now
Is DeFi actually dead? In this episode, 2lambro and Marco break down the chaos hitting crypto yields right now: the USR de-peg that caused eight figures of bad debt across Morpho, Fluid, and a string of underprepared curators, and what it reveals about how dangerously immature DeFi risk management still is. Then the Clarity Act. Circle dropped 20%, Coinbase dropped 10%, Aave got caught in the crossfire, all because a draft stablecoin bill wants to ban passive yield on idle balances. Marco breaks down exactly why the bank lobby is behind this, how Kraken's Fed Master Account fits the picture, and why Custodia's Caitlin Long saw this fight coming years ago. ---------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[01:00] is crypto making anyone money right now?[02:22] AI content, courses, and the Hong Kong KOL scene[04:09] OpenAI 17.5% yield, MSTR structure, and tokenization debate[08:17] Circle -20%, Coinbase -10% — the Clarity Act explained[10:11] Aave caught in the crossfire — passive vs active yield[11:25] Bank lobby, Kraken Fed Master Account & Custodia backstory[14:02] USr de-peg — what happened, how bad the debt is[17:16] Curator accountability — who's paying users back?[17:25] The 5-10% curator skin-in-the-game rule[18:25] WHOP at 6% — Tether-backed, Aave-powered[20:14] 2lambro's fixed deposit rotation strategy in Hong Kong[21:27] What would make you actually bank with a crypto product?[22:24] The 20% yield floor — why neither TradFi nor DeFi clears it[23:23] Bear market survival: airdrops, perp DEXs, small wins[26:26] TAO is pumping — Jensen mention, KOL delay, subnet breakdown[29:30] Crypto gaming is still cooked — and why[30:11] If you make a good game, why tokenize it?[30:26] 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.
-
94
#99 | While Iran War Panic Bleeds the Market, Kraken Just Quietly Destroyed US Banks
Is the market pricing in WW3? Welcome to the 100th episode! Today, 2lambro and Marco break down the macro chaos as Iran war escalations and geopolitical tensions send oil soaring and expose the "Dubai Gold Trap." Yet, amidst the panic, Bitcoin continues to hold strong. We also dive into one of the biggest fundamental shifts in crypto banking history: Kraken securing a Federal Reserve Master Account. What does this mean for the traditional banking sector, the Custodia Bank legal battle, and the impending Stablecoin yield war? Plus, fresh DeFi alpha on Moltbook and Rysk Finance.---------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[01:00] Intro & AI Developer Tools (Claude Max) [03:31] Macro Panic: Iran War Escalation & Oil Spikes[08:19] Dual Investment Strategies: How to Buy the Dip & Earn Yield [10:12] Rysk Finance: Selling Puts & Hedging Volatility [15:39] Kraken Secures a Fed Master Account[17:25] Stablecoin Yield Wars vs. Traditional US Banks [21:32] Bear Market Comparisons: 2018 vs. 2022 vs. Today [25:11] Ray Dalio's Warning: Why Tech Gets Commoditized [27:35] AI vs. Crypto: Why Meme Coins Are Beating AI SaaS [29:06] Facebook Acquires MoltBook (Reddit for AI) & 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.
-
93
#97 | An L2 Chain Designed to Comply with EU Regulations? With @FkleinwieGross from @vsntoken
Flo breaks down why taking the "European Approach" to crypto means prioritizing safety and regulation over speed, and how Vision Chain is being built from the ground up as an Ethereum L2 specifically designed to comply with massive regulatory frameworks like MiCA and DORA. They also discuss the future of RWAs, why crypto needs to hide the "gas fees" to go mainstream, and the hilarious real origin story of 2lambro's avatar.---------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[01:00] Intro & Flo’s 2017 Origin Story[04:54] Why Bitpanda is the "Apple Experience" of Crypto[05:41] The "European Approach" vs. The Asian Market[06:24] What is Vision Token ($VSN)? (Ecosystem & Utility)[09:17] Is $VSN the "BNB of Europe"?[10:39] Vision Chain: An Ethereum L2 Built for MiCA & DORA Regulations[13:55] Merging Institutional Assets with DeFi Liquidity[15:33] The RWA Wishlist: Tokenized Bank Deposits[17:33] Building in a Boring Market (And Shifting Resources)[22:16] UX Philosophy: "Web2 in the Front, Web3 in the Back"[25:55] Story Time: Why 2lambro Looks Like a Panda/Lamb[27:37] Flo's Advice: Find a North Star and Don't Pivot------------------------------DisclaimerAll views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.
-
92
#96 | They Want You to Think Crypto is Dead (Enter Web 4.0)
Is the market dead, or just evolving? In this episode, 2lambro and Marco recap the brutal reality of Consensus 2026, where no one is shilling altcoins and everyone is just looking for survivors. But while the timeline feels bearish, massive shifts are happening under the surface. They dive into the rise of "Web 4.0" (autonomous AI agents using USDC to buy their own servers), Lambro’s exact Polymarket strategies for upcoming token launches ($USDAI, OpenSea, Backpack), and the actual business math behind Dragonfly's new $650M fund.---------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[01:00] Intro & Consensus Takeaways[02:57] Is the AI Meta Back? [04:17] Autonomous AI Transacting in USDC[07:23] Polymarket Alpha: Betting on the $USDAI Token Launch[11:12] Crypto, Energy, and Compute (Green Yield)[14:38] Polymarket Strategy[19:35] Dragonfly's $650M Fund & The Brutal Math of VC Business[22:20] The "5 Tickers" Challenge------------------------------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.
-
91
#95 | The Superform Masterplan: A Crypto Credit Card That Pays You & TGE Leak!
Is trading a scam? In this episode, 2lambro and Marco sit down with Vik, co-founder of Superform, to discuss why 99% of crypto products (Perps, Prediction Markets) are "Zero Sum Games" designed to make you lose, and why Crypto Neobanks are the only way to actually win. They break down the "Bank Killer" thesis: Why Fintechs like Revolut and Robinhood are doomed, how to earn 25% APY while spending on a crypto credit card, and the massive alpha on the upcoming $UP Token TGE.---------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[01:32] Intro: 2lambro Gets Liquidated (The "So Bear" Rant)[03:40] Vik's Origin Story: From 2017 Rekt to Managing $150M DeFi Fund[07:10] What is a Crypto Neobank? (Superform V3 Explained)[09:18] The "Spend" Feature: Crypto Cards with Yield?[22:12] Hot Take: Why Trading is "Zero Sum" & Yield is King[28:02] Is it Legal? The "Non-Custodial" Loophole[29:03] The S-Curve: Why Fintechs (Robinhood) Will Fail[38:29] Bear Market Strategy: "Sit On Your Hands" & Earn 25%[42:35] ALPHA: The $UP Token Utility & Revenue Share[53:00] TGE Leak: Launching on Aerodrome & No CEXs?[50:45] Vik's Advice: "Be a Cockroach" (Never Leave)------------------------------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.
-
90
#94 | Vitalik Roasts L2s, The Market Dumps & VCs Are Leaving Crypto?
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.
-
89
#93 | Axie Infinity is Back. (And It’s Not About Farming Anymore)
They dive into the massive pivot from "Play-to-Earn" to "Risk-to-Earn," the upcoming Axie MMO (Atia's Legacy), and why Jihoz believes most copycat GameFi projects are "bleeding out" while builders on Ronin thrive. They also break down the new $bAXS tokenomics designed to stop farm-and-dump behavior and reveal the top new games you need to be watching (Moku, Cambria, Fableborn).---------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[01:03] Intro: 2lambro's "Axie Fanboy" Origin Story[05:06] State of Axie: 8 Years of Building & The New MMO[08:12] Atia's Legacy: The "RuneScape" of Crypto Gaming?[12:22] Tokenomics Overhaul: Introducing $bAXS & Reputation Score[17:12] The Reality Check: "Most GameFi Teams Are Bleeding Out"[20:01] The New Meta: "Risk-to-Earn" vs. Play-to-Earn[23:33] Alpha Picks: Moku (AI Agents), Cambria (Degen MMO), Fableborn[32:43] Exclusive: Atia's Legacy PvP Playtest Coming in March[36:06] Nostalgia: Breeding Strategies & The "Glory Days"[41:17] Jihoz's Advice: "Play to Your Spec" & Focus------------------------------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.
-
88
#92 | Is the crypto privacy narrative still bullish? With Adrian from Anoma
Adrian explains why Anoma isn't just another L1, but a "Windows 95" abstraction layer that brings privacy and intents to any chain (Ethereum, Solana, etc.). They also dive deep into the "World War III" thesis, why local infrastructure (mesh radio, local AI) is the only hedge against a collapsing global order, and why privacy is inevitable simply because banks are "de-banking" everyone.---------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[01:00] Intro: Bitcoin at $85k & Buying ETH at $2[02:22] Adrian's Story: From Trust Wallet Onboarding to Cosmos Core Dev[03:57] The "World War III" Thesis: Why We Need Sovereign Infrastructure[05:50] Local AI & Running Your Own Nodes[08:14] What is Anoma? The "Windows 95" Operating System for Crypto[14:28] Anoma Pay: Private Transfers on any EVM Chain[16:43] The Privacy Narrative: Why "Privacy Coins" are a Myth[21:34] Why Banks Will Offboard Everyone (Even Normies)[24:17] The "Fall of Rome" Analogy: Infrastructure Decay[25:29] Demo: How Anoma Pay Works (Private Airdrop Farming?)[37:52] Market Outlook: Are Altcoins Dead for another 6-12 Months?[44:08] Advice for Making It: "Unreasonable Energy to Try Things"------------------------------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.
-
87
#91 | REYA vs Hyperliquid: 100x Faster, Trading Nvidia On-Chain & Basis Trade
Reya claims to be 100x faster than Hyperliquid, utilizing a unique architecture enshrined in Ethereum L1 to offer "universal margin" meaning you can use NFTs, Tokenized Stocks (like Nvidia/Tesla), and Yield-Bearing Assets as collateral for your trades. They also break down the "Basis Trade" strategy, the difference between "Price Manipulation" and "Strategic Buybacks," and why Simon predicts we will see 5 more billion-dollar DEXs by 2026.---------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[00:01] In This Episode[00:54] Trading Tech Fails & Gold FOMO[03:19] Is There a "Next Hyperliquid"? (DEX vs CEX Thesis)[08:06] What is Reya? (The "Dating App" of DEXs)[09:20] 100x Faster: Nanosecond Execution & Surviving the "10.10" Crash[11:50] Competitor Analysis: GRVT, Pacifica, & Variational[13:22] Alpha Strategy: The "Basis Trade" Explained (Free Yield?)[15:11] Future Feature: Trading Nvidia & Tesla On-Chain (Universal Margin)[19:42] Competitor Roast: Who is doing it right? (Hyperliquid & Others)[24:39] 2026 Prediction: 5 More Billion-Dollar DEXs Incoming[28:45] Trading Signals: Funding Rates & OI Divergence[32:55] Price Manipulation vs. Buybacks[39:25] The ICO: Raising $16M at $150M FDV (Oversubscribed)[48:56] Farming vs. Real Users: The "Points" Dilemma[52:33] Story Time: Getting Liquidated on Fartcoin & Axie Infinity------------------------------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.
-
86
#90 | Turning Point of Meme Season? Memecoin Alphas You Need for 2026
In this episode, 2lambro and Marco dive into the newest metas rotating capital in the bear market—from the "Bags" app allowing anyone to tokenize GitHub stars, to the insane story of a developer "CTO-ing" his own coin. They also break down the "Anatomy of a Crime" on Polymarket (how teams rig ICO prediction markets), the implications of NASDAQ going 24/7, and why major VCs like Hashed are suddenly launching their own Layer 1 blockchains. ---------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(00:48) Intro: Solana Seeker Phone & "SOLBiscuit"(05:13) The "Bags" App Meta: Tokenizing GitHub Stars(07:00) The $GAS Story: How a Dev CTO'd his own coin to $40M(12:50) How 2lambro Finds Alpha (Onchain Crime App)(17:27) Why ICOs are Dead (Allocations are too small)(19:10) Market Update: Shorting L2s & Longing "Crime"(26:19) Anatomy of a Crime: Rigging Polymarket ICOs(29:06) VC Pivot: Why Hashed is launching an L1(31:48) NASDAQ 24/7: Is On-Chain Trading Obsolete?------------------------------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.
-
85
#89 | Why They Killed vePENDLE & Launched sPENDLE @Pendle_Fi
In this conversation, Dan from Pendle discusses the recent announcement of sPENDLE, a new token model that aims to simplify the user experience and address the limitations of vePENDLE. The discussion covers the evolution of vePENDLE, the challenges faced, the mechanics of the new sPENDLE model, and the implications for liquidity and market dynamics. Dan also shares insights on the buyback mechanism and the future outlook for Pendle in the DeFi space.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Dan's Twitter https://x.com/DDangleDan/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(01:00) Intro: Live with Dan from Pendle(02:41) The History of vePENDLE (Curve Wars Origin)(05:23) Why vePENDLE Failed: The "Unproductive Pool" Problem(09:02) The Announcement: Introducing sPENDLE(10:35) No More Locks: Transitioning 2-Year Lockers(13:11) The "30% Emission Cut" Alpha(14:20) sPENDLE Yield: Estimating 12-17% APY via Buybacks(17:56) Boros Protocol: The Funding Rate Play(25:25) Cross-Chain PTs: Expansion to Solana & Ton(28:26) Is the "Points Meta" Dead? (The Future of Yield)------------------------------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.
-
84
#88 | Mayor Rugs, Tokyo Escorts, & Murdered Fish: Crypto is Back
In this conversation, Marco and 2lambro discuss various aspects of the crypto market, including the recent controversial token launch by the former New York mayor, the rise of meme coins like Tomato, and the current state of trading strategies. They delve into the implications of privacy coins and stablecoin regulations, share insights on market sentiment, and explore innovations in reputation and identity within the crypto space. The discussion also touches on the darker side of crypto, including scams and rug pulls, and concludes with thoughts on tracking smart money and future market predictions.---------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(00:53) Intro: "Miss Trenches" is Back(01:19) The NYC Mayor Rug Pull (Eric Adams)(04:06) AI Meta: Claude AI Tomato & The Murdered Fish(06:03) Market Alpha: Shorting L2s & Trading "Story"(08:11) Why Privacy Coins are Dead (Dubai Ban)(13:45) Fluent's "Prints" & Reputation Identity(16:41) PEAK DEGEN: The "Tokyo Escort" Coin Saga(21:32) New Tool: Onchain Crime App (Smart Money Tracker)(25:40) Rumor: Starknet Listing on Solana?------------------------------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.
-
83
#87 | He Left Citadel to Build The Fastest Blockchain in Existence!
In this engaging episode, host 2lambro welcomes Doug Colkitt, a seasoned professional in the crypto and trading space, to discuss the upcoming launch of FOGO, a new blockchain designed for high-performance trading. The conversation kicks off with a light-hearted introduction, where Doug shares his background in high-frequency trading and his transition into the crypto world. They delve into the essential features that make a successful decentralized exchange (DEX) and blockchain, emphasizing usability, security, and user experience. Doug outlines the unique aspects of FOGO, including its speed and reliability compared to existing chains like Solana, and the importance of aligning the blockchain's value with its applications.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Doug's Twitter https://x.com/0xdoug/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: Is Monad a "Catfish"?(05:22) Why He Left Citadel: HFT Quant to DeFi Founder(09:27) Fogo Deep Dive: 40ms Blocks & SVM Architecture(13:42) App-Chains are Broken: The Fogo vs. Hyperliquid Thesis(18:11) ALPHA: "Just Pay Attention" (ICO Hints)(23:37) Community Building: Why Vibes Matter More Than Metrics(27:35) Day 1 Launch: Valiant DEX, Nado, & NFTs(33:39) Career Advice: The Importance of Mental Flexibility------------------------------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.
-
82
#86 | Why Retail Left Crypto for Stocks
In this conversation, the hosts reflect on their New Year resolutions, particularly focusing on health and trading goals. They discuss their experiences in the trading market, highlighting the challenges and successes of the past year. The conversation shifts to the current state of the crypto market, the increasing interest in stocks, and the implications of policy changes. They explore emerging trends in crypto deals, new projects, and the gacha model's relevance in the market. The discussion concludes with thoughts on the future of prediction markets and the evolving landscape of crypto investments.---------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: Sober January & New Year Resolutions(02:45) The "Round Trip" Year: How 2lambro gave back 60% of profits (07:59) The Retail Exodus: Why liquidity moved to Robinhood & Nvidia (13:42) The New VC Meta: Why Funds are incubating their own protocols(15:53) Peek into Zama FHE Tech & Privacy Narrative (18:11) "FOMO the FOGO": The Alpha rotation strategy (19:34) EdgeX Review: The "Maru" Meme Coin & Mobile Experience (21:45) Peek into Cascade(23:12) Farming Nado: The Kraken IPO Play (28:05) Live Gacha on PlayKami: Gacha & Polymarket would survive crypto market(35:28) What farming is in 2026(38:37) FOGO Preview: SVM L1 & The Valuation Metric------------------------------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.
-
81
#85 | This App Let You Gamble on Your Credit Card Debt
In this conversation, the hosts discuss various aspects of the cryptocurrency market, including trading strategies, recent developments in crypto projects, market sentiment, and innovative investment strategies. They explore the impact of economic factors on market predictions and delve into the differences between wallet and non-wallet solutions in the crypto space. The discussion also touches on the intersection of AI and crypto, highlighting emerging trends and the speculative nature of the market.---------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[06:03] Analyzing the $1.2B FDV on Hyperliquid's pre-market and the short opportunity.[16:46] Ethena & HyENA[26:53] Farcaster's Pivot[38:36] Systematic Dip Buying[40:32] Advanced Pair Trading[45:03] The analysis of the new FinTech startup that gamifies credit card debt.[48:47] Who is this product actually for?------------------------------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.
-
80
#84 | This Trader Exposes Why 99% of You Will Lose Everything in 2026
In this conversation, the guest shares their journey into the world of crypto trading, discussing their trading style, strategies, and the importance of risk management. They emphasize the significance of patience in trading and provide insights into their daily routine and market analysis. The discussion also covers valuable resources for new traders and lessons learned from both wins and losses in the trading arena.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Heart's Twitter https://x.com/heartereum/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: The "Boring" Market & Hentai PFPs (01:45) Heart's Origin: From DeFi Summer to Perp Trading (05:19) Why High Time Preference is Killing Your Gains (DeltaXBT Shoutout) (07:12) Discretionary Trading: No Systems, Just Vibes? (09:58) How to Build a Watchlist: Tracking Narrative & Volume (12:12) Controversial Strategy: Trading Without Stop Losses (15:44) A Day in the Life: Trading the European Session (22:29) Market Outlook: Why We Are In a Bear Market (24:33) The Robinhood Effect: Why Retail Prefers Stocks over Crypto (26:35) Current Bags: ZEC (ZCash), FARTCOIN, & HYPE (36:22) Biggest Win: The "Copper Launch" Auction Hack (39:42) Advice: "Don't Trade Perps Until You're Rich" (46:09) The 3 Books Every Trader Must Read(51:22) Final Alpha: Patience is the only Edge------------------------------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.
-
79
#83 | Why Most Crypto Tokens are Worthless
In this conversation, the hosts discuss the current state of the cryptocurrency market, focusing on recent trends, macroeconomic influences, and trading strategies. They explore the dynamics between Bitcoin and altcoins, the implications of macroeconomic factors on trading, and the future of blockchain technology, particularly the differences between Layer 1 and Layer 2 solutions. The discussion also touches on token economics and the viability of emerging projects in the crypto space.---------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: Bitcoin Pumping to $86k (01:25) The "Fastest Horse" Strategy: Why ZCash (ZEC) is Up (04:34) Crypto vs. Macro: Why Traders are Watching Stocks (08:09) Market Rotation: Why Old Coins are Beating New Tech (12:41) HYPE Analysis: Is it a Buy or a "Bull Trap"? (18:13) The L1 Debate: Are Blockchains "iOS" or just "5G"? (25:13) Why Your Tokens Are Worthless (29:00) Prediction Markets + (3,3) Inflation (33:31) Builder Codes & Fees: The "Base App" Controversy------------------------------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.
-
78
#82 | Why Banks Won't Let You Buy Bitcoin on Credit
In this conversation, Mikhail, co-founder and CEO of YUMI Finance, discusses the intersection of cryptocurrency and traditional banking, particularly focusing on neo banks and the buy now, pay later (BNPL) model. He explains how YUMI aims to provide credit as a service on stablecoin rails, allowing users to access credit in a more flexible and user-friendly manner. The discussion also touches on the challenges and opportunities in emerging markets, the future of credit in the crypto space, and the importance of perseverance in the fintech industry.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Mikhail's Twitter https://x.com/shortusdlongeth/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: Is the Market Down? & Rapid Fire (01:23) The Sad State of Crypto Cards (Ether.fi vs. Kast) (01:47) Why Neobanks are the "Trojan Horse" for Crypto (03:30) Introducing Yumi: The "Klarna" of Web3? (05:46) BNPL vs. Credit Cards: The 6% Merchant Fee Secret (09:06) Why Banks Love "Unsecured Lending" (11:04) Gen Z & The "Zero Interest" Loan Addiction (14:05) The World's First Crypto Credit Card? (No Collateral) (16:13) Killing the Credit Score: Underwriting via On-Chain Data (17:57) Alpha Alert: Equity vs. Token Airdrops? 🪂(19:05) The Future: Buying Conference Tickets on Credit------------------------------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.
-
77
#81 | Pacifica: Why Zero Fees is a Psyop & The Uncensored Truth About Scaling a DEX
In this conversation, the participants discuss the evolving landscape of perpetual decentralized exchanges (Perp DEXs), focusing on the unique features and challenges faced by Pacifica, a hybrid Perp DEX. They explore the importance of user feedback, liquidity, and sustainable business models in the DeFi space. The discussion also touches on market dynamics, user experience, and the future of Perp DEXs, emphasizing the need for innovation and differentiation in a competitive environment.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Greg's Twitter https://x.com/_guynemer/Follow Duo's Twitter https://x.com/duo_du0Read 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: Monday Market Chaos & S&P Futures (00:42) - Rapid Fire: Hyperliquid vs. Lighter (The Controversy) (02:11) - Is the Perp DEX War Over? Or Just Beginning? (05:50) - What is Pacifica? Building a "Hybrid" Exchange (09:51) - The "Farmer" Perspective: Why Speed Matters (13:53) - Do DEXs Need a "Ponzi" Feature to Win? (17:33) - Hyperliquid’s Secret: Why HLP Worked (21:02) - The Billion Dollar Question: Is "Zero Fees" Sustainable? (25:14) - Data Analytics: How to Spot "Fake Volume" (29:32) - Bitcoin at $86k?! (Live Reaction) (30:44) - 2lambro’s Review: Why He Still Uses Bybit & Binance (36:34) - We Need Pretty Girls to Scale (40:52) - EXCLUSIVE ALPHA 🎁------------------------------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.
-
76
#80 | Is BNB Chain Dead? Inside The $3B Protocol No One Talks About
In this conversation, the participants delve into the current landscape of DeFi, particularly focusing on the BNB Chain and its opportunities. They discuss the status of DeFi tokens, the evaluation criteria for these tokens, and the future potential of Real World Assets (RWA) in the DeFi space. The conversation also covers the importance of understanding one's own risk tolerance in crypto investments, the role of lending protocols and curators, and strategies for maximizing yield. The participants emphasize the need for quality assets and user engagement in the evolving DeFi ecosystem.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Kay's Twitter https://x.com/ZKay801/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: Monad Trading & The "Round Trip"(02:15) Why BNB Chain?(06:03) Why Most Are Bearish(09:18) Kay's Story: From TradFi to Building a $3B TVL Protocol(12:02) Bad Debt, Curators, & Safety Modules(18:24) How to Double-Dip Your Yield(21:08) Live Strategy: Looping Aster (USDF) & Stablecoin Arbs(27:33) The BNB Ecosystem: Why Liquidity Must Flow(33:33) Buying Real World Bonds on BNB Chain(35:29) Is Lista Just for Whales? Retail Strategies for under $100k(39:58) The "Asian Chain" Stigma & Token Valuations(45:14) Final Advice: Are You a Gambler or an Investor?------------------------------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.
-
75
#79 | 20% APY in a Bear Market? The Untapped Interest Rate Goldmine on Solana
In this conversation, Marco, Prastut, and Lambro discuss the evolving landscape of decentralized finance (DeFi), focusing on the Solana blockchain and the innovative Asgard platform. They explore the current state of the DeFi market, the importance of curiosity in crypto, and the potential for new financial technologies to reshape the industry. Prastut shares insights from his journey in the crypto space, emphasizing the need for quality applications and the role of curiosity in navigating the complexities of the market.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Prastut's Twitter https://x.com/prastutkumar/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: Monad Airdrop "Flop" & The XRP Pump (01:31) The "Prop AMM" Revolution: Why Solana DEXs Are Changing (05:41) Macro Talk: Financial Nihilism & The End of the DEX Cycle (10:13) Why Perps Are Boring & The Untapped Spot Market (13:29) Prastut’s Journey: From Polkadot to Solana (16:48) What is Asgard? Building Internet Capital Markets (18:40) How "Credit-Backed Positions" Work (23:38) Live Demo: Aggregating Liquidity & Leverage on Solana (31:10) The "iPhone Moment": Moving Beyond Meme Coins (37:02) Interest Rate Derivatives (RateX, Exponent) (41:41) Trading Strategy: bulkSOL Arbitrage (48:13) The Problem with Consumer Crypto Apps (50:58) How to Survive the Bear Market: Curiosity vs. Jadedness------------------------------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.
-
74
#78 | Bear Market Playbook: Monad Vaults, ETH Puts, & Why Memecoins Are Dead
In this conversation, the hosts discuss the current state of the crypto market, personal trading strategies, and the implications of market trends. They explore various topics including shorting strategies, funding rates, options trading, and the impact of a bear market on trading behavior. The discussion also touches on airdrop farming, the role of privacy in crypto, and the significance of technical analysis. The hosts share insights on meme coins and conclude with thoughts on future market predictions and the evolving landscape of cryptocurrency.---------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: "Price Going to Zero" & Market Apathy (01:42) Speculating on "Wash Trading" Coins (03:24) (HIP-3) on Hyperliquid (05:58) The Palantir Short & Funding Rate Arbitrage (08:00) Analyzing Andrew Kang’s Legendary ETH Put Trade (12:05) Is Coinbase Playing the Binance Game? (17:16) TA Gods(22:18) Polymarket Plays(25:36) The Only "Good" Farm Left(27:21) Bybit Mascot & Base Token (28:50) The Reality of Being a KOL in a Bear Market------------------------------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.
-
73
#77 | BETTER THAN BANKS? @Ayyan OnRe Finance on How Crypto is Eating the $750B Insurance Market
In this conversation, Ayyan Rahman discusses his journey in the crypto space, focusing on his role at ONRE, a company that aims to bring reinsurance on-chain. He explains the mechanics of their yield-bearing token, ON-YC, and the importance of transparency and trust in the DeFi ecosystem. Ayyan also highlights the challenges faced in the reinsurance market and the potential for growth in this sector. The discussion emphasizes the need for sustainable business practices in crypto and the importance of understanding user needs to build successful projects.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Ayyan's Twitter https://x.com/AyyanERahman/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: Is RWA just a buzzword? (01:23) From Yearn Finance to Real World Reinsurance (05:11) How Crypto can underwrite Hurricanes for 15% Yield (08:23) Is this yield sustainable or speculative? (12:54) Liquidity Alpha (15:32) Why this yield doesn't care if Bitcoin crashes (19:19) Using Web3 to audit the "Black Box" (21:40) Why licenses matter in Crypto RWA (23:40) AIRDROP ALPHA: Points Program & Buyback leaks (27:06) Where the money actually comes from (Reinsurance 101) (32:22) Looping RWA on Kamino & Loopscale (34:30) DeFi vs. Traditional Finance (37:59) Builder Advice: Stop building "Crypto for Crypto people"------------------------------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.
-
72
#76 | CRYPTO IS BROKE! VITALIK's $MegaETH Failure & The CZ $ASTER Pump Flop
In this conversation, the hosts discuss the current state of the crypto market, sharing insights on trading strategies, market trends, and the impact of recent events on trading behavior. They delve into topics such as airdrops, stablecoins, and the relevance of privacy coins, while also exploring yield farming and the dynamics of perpetual DEXs. The discussion highlights the challenges and opportunities present in the crypto space, providing listeners with a comprehensive overview of the market landscape.---------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: Market Dump & The "Crypto is Broke" Thesis(03:41) Monad Airdrop Pain: Ungrateful Shit(05:50) MegaETH ICO Failure: Why Lambro Didn't Lock Capital(08:59) **STABLES Token Launch** & Insider Wallet Clustering(14:06) Zcash Privacy Coin Lies: Only $100M Whales Care(16:54) Aster Failure: CZ Pump Didn't Work Why?(24:12) Yield Farming on Easy Mode: 40% Aptos Stable Yield Alpha(26:13) Superstack Alpha: Prime Broker for Hyperliquid(31:51) The 10-Second Flip Strategy: Inside the Smart Wallet Playbook(33:40) Smart Money Bot Demo (FTTE)(36:53) Outro: Shorting Trash Alts------------------------------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.
-
71
#75 | Crypto's First Interest Rate Swap (IRS): Pendle's BOROS Fixes Basis Trade Hedging
In this episode, the hosts discuss the intersection of AI and crypto, focusing on the 0G platform and its implications for decentralized AI workloads. They delve into the volatility of the market, the launch of Pendle's new product BOROS, and the intricacies of funding rates and yield trading. The conversation also covers hedging strategies, market insights, and the future growth of Pendle, including potential changes in tokenomics and the importance of survival in the crypto space.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Dan's Twitter https://x.com/DDangleDan/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: Welcome Dan from Pendle & Twitter Drama(05:10) BOROS Explained: Yield Trading on Margin & Interest Rate Swaps(06:27) Why BOROS Trades Funding Rates(08:11) Underlying APR vs. Implied APR(10:49) Trading Mechanics: Longing the Funding Rate Delta(17:32) Short-Term Trading: Using Implied APR as a 'Shitcoin' Price(19:38) Capital Efficiency: Hedging a $390k Position with $0.76 ETH(20:17) Hedging Use Case: Protecting Basis Traders (Ethena, Resolve)(27:20) Ethena Hedge Example: Locking in Fixed Rate vs. Volatile Funding(36:07) Growth Metrics: BOROS is 10x Faster Than Pendle V2(38:14) Tokenomics & PE Ratio(40:04) Why LPs Can't Lock vePENDLE(44:19) The Key to Crypto is to "Just Survive"(46:04) 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.
-
70
#74 | He Predicted the CRASH & Now Says "SOLANA is HEALING": Access Protocol Alpha
In this episode of More Than Speculation, hosts discuss the evolving landscape of creator monetization through Access Protocol, market insights, trading strategies, and the challenges faced in the crypto ecosystem. Leo Wong shares his experiences with the launchpad developments, community engagement, and the future vision for creators in the blockchain space. The conversation also touches on market trends, the importance of proof of audience, and the innovative approaches being taken to enhance creator tokens.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Leo's Twitter https://x.com/LeowongWL/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: Welcome Leo Wong (Access Protocol) & Market Dump Pain(01:19) Trading God? Leo Exited Before the Crash(03:31) Solana Alpha: Nature is Healing & HK ETF News(04:37) Access Protocol Creator Coin Launchpad Update (57 Launches)(05:47) Access Intelligence & Agent Launchpad Overview(06:47) Proof of Audience Explained(09:19) BIG ALPHA: Access Moves Pools from Radium to Meteora (Sniper Prevention)(10:04) BIG ALPHA: New Token Burn Mechanism via Engagement(12:04) Lessons Learned: Increasing Bonding Curve to 70 SOL for Stability(14:06) Building for the Long Term: Access Studio & Future Vision(17:59) Ideal Creator Profile: Artists vs Researchers(19:35) Market Outlook & Host's Current Strategy (Feeling Washed)(24:06) Chain Wars: Solana & Base Dominate On-Chain Activity(25:49) Pump Fun vs Bonk Fun(27:12) Migration to Meteora Update------------------------------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.
-
69
#73 | TESLA AI Engineer Built a TikTok for Betting: Buzzing's Personalized Prediction Market
In this episode, the hosts discuss the evolving landscape of prediction markets with Joseph, co-founder of Buzzing. They explore the mechanics of various platforms, including Polymarket and Limitless, and delve into Buzzing's innovative approach to creating personalized prediction markets. The conversation also touches on the future of prediction markets, including regional and Chinese markets, and the potential for growth in this sector.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Joseph's Twitter https://x.com/josephxu_/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: Tesla AI Engineer Joins Crypto & The Buzzing Thesis(04:06) Polymarket's Dominance & The Election Boom(06:34) AMM (CFMM) History(07:55) Why Polymarket Switched from V2 AMM to CLOB(10:16) Limitless, Opinion Labs (Binance Labs), & Melee (Solana Cabal)(14:50) Why Limited Access Kills Viral Creativity(17:23) The TikTok UX and Personalized Feed(19:14) How AI Creates High-Quality Markets in Minutes(21:00) The HLP for Prediction Market Vault(27:02) The Virtual Liquidity Design & Solving the Content Supply Problem(28:34) Backing Opinions with Real Money(31:17) The Rise of Regional and Chinese Markets(34:16) Joseph's Best Bets & Lambroz's NBA Strategy(37:13) Free Money Bet: Why Joseph Bet Against President Xi's Removal------------------------------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.
-
68
#72 | The Next Solana? Four Pillars' Steve Kim Reveals Sui/Overtake Gem & Korean Market Review
In this engaging conversation, the hosts and guests delve into the current state of the crypto market, discussing various topics such as market dynamics, the potential of MNT and Bybit, regional buying power, the importance of community and price, and the role of decentralization. They also explore trading strategies, the future of neo banks, and the emerging opportunities within the SUI ecosystem. The discussion highlights the challenges and opportunities in the crypto space, emphasizing the need for continuous learning and adaptation.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Steve Kim's Twitter https://x.com/Steve_4P/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: Market Dump Pain & Skepticism (11:31) Rapid Fire: Korea vs. China - Who Has the Strongest Buying Power? (12:34) Rapid Fire: Price is Narrative: Why Money is Everything in Crypto (16:47) Four Pillars Intro: Research, Validator, and Liquid Fund Thesis (19:26) Why Free-Riding Validators are a Web3 Scam (20:48) Stablecoin Chains, BTC Ecosystem, and next-generation L1s (26:44) Sui Comeback Trade(29:41) The Korean Retail FOMO and Terra Comparison (32:45) Why Sui is Doubling Down on Gaming (EVE Online) (45:22) MNT vs BNB - Where to All-In Now? (48:32) What is Required to Make it in Crypto?------------------------------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.
-
67
#71 | This AI is a Money Printer: 0G's Modular Stack & The Next AI Cycle
In this episode, Jake Salerno from 0G discusses the intersection of AI and blockchain technology, emphasizing the importance of community, the current state of the crypto AI landscape, and the unique features of 0G. He shares insights on the founding story of 0G, its market positioning, revenue generation strategies, and the importance of user experience. The conversation also touches on the future developments of 0G and the significance of education in the Web3 space.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Jake Salerno's Twitter https://x.com/JakeSalerno/Follow 0G Protocol's Twitter https://x.com/0G_lab/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: The Money Printer AI Protocol (01:54) KBW Merch Madness & The Korean Community Hype (04:02) Why AI Needs 0G's Data Availability (DA) (05:57) The Massive Cost Difference (07:33) The DAT Cycle & Institutional Adoption (09:08) Scaling Revenue on All Chains (11:12) Why AI and Web3 are "Peanut Butter & Jelly" (13:33) TGE Success: Landing 22 Tier 1 CEXs on Day One (15:29) Deflationary Tokenomics: Buyback, Reserve Asset & Revenue (17:06) "We Make Money On-Chain" (20:37) How a New User Speculates on $0G Revenue (23:47) Why $0G is a Bet on the Entire Decentralized AI Space (25:15) $0G Token Utility (30:30) 0G's Next Milestone: The Modular Stack Expansion (45:00) Six-Figure Side Events with Zero ROI at KBW (49:21) 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.
-
66
#70 | OctoBull Honest Review: Debunking $XPL & The Billionaire Play for $ASTER 10x Pump
In this conversation, the hosts discuss the intersection of AI and crypto, focusing on the 0G platform and its potential impact on the market. They explore trading strategies, market reactions, and the role of key opinion leaders (KOLs) in shaping market dynamics. The discussion also delves into specific projects like Aster, the future of stablecoins, and the evolving landscape of decentralized exchanges (DEXs). The hosts share personal experiences and insights on investment strategies, market trends, and the importance of understanding fundamentals in a rapidly changing environment.---------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: Market Dump Pain (07:08) Plasma and the Blast Team(11:02) Why Lambroz Only Got $500 from $ASTER airdrop(15:38) CZ Alpha: Betting on the Billionaire's Ego(16:26) Billionaire Playbook: Cornering the Float & MSCI(20:06) Decentralized Binance Thesis: Why $ASTER is So Strong(20:45) $MNT Token: Why it's the Next $BNB(22:17) What Yield is Actually Worth Trusting (12\%+)(30:16) Prediction Market Gem: Shilling the PQ Token(32:43) Outro & Final Call------------------------------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.
-
65
#69 | GOVERNMENT SECRET DEAL: SIGN Protocol's On-Chain Attestation for Public Data
In this podcast episode, the hosts discuss the evolving landscape of crypto and AI, focusing on the $SIGN protocol and its recent developments. They explore market trends, trading strategies, and the importance of community engagement through airdrops. The conversation also delves into partnerships with governments and the future of asset distribution. Insights on trading experiences and personal anecdotes provide a relatable touch to the technical discussions.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Claire Ma's Twitter https://x.com/ClaireMa12/Follow Jack Xu's Twitter https://x.com/headcpxRead 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: Government Secrets & True Float Alpha(04:08) $SIGN's Core: On-Chain Attestation & Token Table (B2B)(05:31) The Strategy to Win Government Contracts (Public Data On-Chain)(07:44) The Lure: Karaoke Rooms and Building a Community (08:43) The **Changing Patterns of Airdrops** (Post-TON Hype) (10:46) The **Toxicity of Airdrop Farmers** ("Give Me \$1000 for GM")(11:24) **Best Practices** for Rewarding a **Loyal Community** (13:59) The **Orange Dynasty** App: $SIGN's Verified Social Group (16:28) **Vesting Dashboard** Alpha: How to Check a **Fake Airdrop** (17:40) **StarkNet** Vesting & The Need for **On-Chain Transparency** (18:48) **Trader Alpha**: Why **True Circulating Float** Predicts a **Listing Pop** (Aster Example)(20:21) Deeper Dive: **CoinGecko vs. True Float** & The $SIGN Tokenomics(24:45) **SIGN's Next B2B Target**: Protocols and Industries They're Going After(30:00) The "Most Bearish Person" on the Team: **Jack Xu** on Price and Hype(45:00) The Final **$SIGN Token Pitch** & Why Lambro is Buying Now(48:38) 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.
-
64
#68 | THE NEXT TWITCH KILLER? SideKick's the World's First Crypto LiveFi
This podcast episode explores the intersection of AI, crypto, and live streaming, focusing on the innovative platform Sidekick. The hosts discuss the rise of short video content, user engagement strategies, and the monetization of streaming in the crypto space. They delve into the challenges faced during the token launch and the importance of stable revenue for long-term success. The conversation highlights the unique features of Sidekick and its potential to revolutionize live streaming in the crypto industry.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Jonny Chen's Twitter https://x.com/HeyfishYCRead 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) **$25,000,000 Daily Volume**: Sidekick’s Crypto Streaming Thesis(03:07) The Challenge of **Crypto Content** in a **Clipping Culture**(05:27) Introducing **Sidekick**, the **Twitch of Web3**(07:50) Why Live Streaming Triggers **Emotional Trading**(12:39) Sidekick's Core Feature: **Red Pocket** Airdrops & Viral Marketing(13:53) **Four Ways Streamers Get Paid** (From Salary to Tips)(15:19) **The $5,000 Meme Coin Donation That Blew Up**(19:50) Future Features: **Copy Trading** and Web2/Web3 Integration(20:49) Bridging Web2 **E-sports** Users to Web3(24:57) Key Metrics: **Post-TGE Growth** and **360K Verified Wallets**(26:52) $K Token: **Daily Trading Volume** and Exchange Listings(28:31) The **Bumpy Token Launch** Journey------------------------------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.
-
63
#67 | Wall Street Quant to DeFi: SPROUT @CryptoMeina on Personalized Yield Farming & Risk Models
In this engaging conversation, the hosts discuss the intersection of AI and crypto, focusing on the innovative platform Sprout, which aims to provide personalized yield farming solutions. Meina, the founder of Sprout, shares her background in data science and her vision for making crypto accessible to retail users. The discussion covers personal experiences in the market, the importance of user experience, and the challenges faced by founders in the crypto space. The episode concludes with insights on the future of Sprout and the broader crypto landscape.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Meina's Twitter https://x.com/cryptomeinaRead 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: Wall Street to DeFi & The Sprout Thesis(05:01) Meina's Journey: *8+ Years on Wall Street* as a Data Scientist(07:32) The *Quantitative* Background Behind Sprout(08:55) Sprout Demo: *One-Click Personalized Yields*(10:00) Adjusting *Risk Score* and Portfolio Rebalancing(11:39) How Sprout's Strategies are Distributed (Lower Risk = More Protocols)(13:03) Multi-Chain Strategy: EVM, Solana, and Future Expansion(16:33) The Core Selling Point: Why *Yield Farming* is the Best Strategy(17:09) The Coming *Stablecoin Yield War* & Why You Must Farm It(18:34) *Risk-Adjusted Yield* for Sustainable Returns(19:55) Onboarding Normies: Explaining Stablecoins and *DeFi Yield Sources*(23:23) The Pitch to Degens: Automation and Time Savings------------------------------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.
-
62
#66 | SuiRL Bali Event 2025 with Christian Thompson
In this inaugural episode of the podcast, the hosts engage with the SUI team to discuss the evolution of Web 3 technology, the importance of building a full stack for developers, and the personal journeys of the guests into the crypto space. They explore key success highlights of SUI, the significance of incentive design for community engagement, and the essential qualities needed to thrive in the crypto industry.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Christian's Twitter https://x.com/web3crusadr/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(00:20) Disclaimer(00:33) Rapid Fire Questions(01:39) What to be expected from SUI?(02:55) SUI power users POV(05:35) SUI Foundation team structure(06:45) How SUI Team focus on building projects(07:47) Christian's life journey into crypto(10:50) Facebook coin: Novi Diem(11:48) SUI recent achievements(12:39) How SUI users grow?(13:22) What Lambro love about SUI(14:36) 1st SUI IRL(15:45) How do you make it in crypto?------------------------------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.
-
61
#65 | Access Protocol: Crypto-Powered Creator Economy, Perps, & The Future of Solana Markets
In this episode, the hosts discuss the current state of the crypto market, the importance of community, token, and technology in the crypto space, and Andreas's journey into the industry. They delve into the evolution of Access Protocol, the launch of creator coins, and the sustainability of the creator economy. The conversation wraps up with valuable advice for creators navigating the crypto landscape.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Andreas Twitter https://x.com/andreas_accessRead 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(00:20) Disclaimer(00:34) Introduction and Live Setup(00:50) Market Insights and Personal Investments(03:10) Rapid Fire Questions with Andreas(06:00) Andreas' Journey into Crypto(07:52) The Evolution of Access and Privvied(12:03) Creator Coins and New Innovations(16:15) Integrating Creator Utility into Existing Products(17:32) Sustainability and Launching Creator Tokens(19:31) Monetization and Distribution Challenges for Creators(20:48) Incentive Programs for Token Launches(22:14) Deployment and Staking Mechanics(24:03) Exploring the Access Platform(26:50) Diverse Creator Ecosystem and Future Goals(30:30) Building a One-Stop Content Creation Platform(31:28) Maintaining Focus and Resilience in the Industry------------------------------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.
-
60
#64 | PumpPals: The Hottest Crypto Project in 2025
In this episode, the hosts discuss the innovative platform Pump House, which combines adult content with gaming through NFTs. They explore the global preferences in adult content, the importance of building relationships with creators, and the mechanics of the game, including card rarity and battles. The conversation also touches on outreach strategies in the adult industry, the significance of user feedback, and future plans for the platform. The hosts emphasize the unique approach of Pump House in the creator economy and the potential for growth in the adult gaming space.---------Follow Marco's Twitter https://x.com/ManoppoMarco/Follow Lambro's Twitter https://x.com/2lambro/Follow Hitch's Twitter https://x.com/Hitchxyz/ 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(00:20) Disclaimer(00:33) Exploring Global Preferences in Content(02:54) Introducing Pump Pals and Its Unique Concept(05:52) Understanding the Game Mechanics and NFT Integration(08:49) Building Relationships in the Adult Industry(11:46) Navigating the Testnet and NFT Purchase Process(14:45) Card Rarity and Game Strategy(17:55) Future of Battles and Game Development(20:36) Introduction to the Card Game Mechanics(25:25) Exploring Creator Relationships and Market Opportunities(30:21) Future Plans and Community Engagement(35:52) Insights on Success in the Crypto Space------------------------------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.
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
A crypto podcast by @2lambro and @ManoppoMarco | We talk about all things crypto from builders' and investors' perspective. Expect a mix of degeneracy combined with thoughtful musings.
HOSTED BY
Launchy
CATEGORIES
Loading similar podcasts...