The Modern Market Show

In this episode, we discuss Strategy selling 3,588 BTC for $216 million in its largest sale ever, the Ansem memecoin rally and the return of KOL coins, and two Millennium pods making $3.7 billion in June on index rebalancing.0:00:00 Introduction0:01:10 Crypto Headlines and Web3 Roundup0:05:39 Crypto Decoupling From Stock Market Volatility0:11:04 Markets Desensitizing to Saylor Selling0:17:48 Who Is Buying Bitcoin Now and Are ETF Inflows Sustainable0:23:27 Quantum Risk and the Bitcoin Thesis Debate0:28:57 AI Mania Peaking and Flows Rotating Back to Crypto0:33:03 Bonk DAO Governance Exploit and the $20M Payout0:37:12 Strategy Sells 3,588 BTC for $216M to Fund Dividends0:39:49 Ansem Coin Rally and the Return of KOL Coins0:44:37 Ansem Supply Concentration and Anonymous Wallet Risks0:50:03 Millennium Pods Make $3.7B on Index Rebalancing0:52:11 Trade Idea Shorting VVV and Worldcoin0:54:34 Worldcoin Short Thesis and the OpenAI IPO DelayThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Lighter surging to $2.50 on its Robinhood perps integration, Ro Khanna's case for a billionaire wealth tax, and Ansem's Black Bull token rebounding after a sharp dip.0:00:00 Introduction0:00:58 Crypto Headlines and Web3 Roundup0:06:41 Memory Chip Volatility and LLM Chip Exclusivity0:11:34 OpenAI Government Stake and Stakeholder Capture0:16:36 Sovereign AI and Self-Hosted Models0:21:37 Frontier Labs Expanding Into New Industries0:25:49 Data Moats and AI Labs Spinning Up Competitors0:29:56 The Race for Untapped Training Data0:34:55 LLMs Converging on the Same Stock Picks0:37:29 Lighter LIT Rally and Perp Dex Momentum0:44:32 Robinhood Confirms Lighter as Official Perps Partner0:48:56 Positioning and Buying the Lighter Move0:53:35 Ro Khanna Makes the Billionaire Wealth Tax Case0:57:49 Saylor Sells 3,588 Bitcoin to Fund Dividends1:03:07 Ansem Black Bull Token ReboundsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss OpenAI's proposal to give the US government a 5% stake, South Korea's leveraged market selloff, and Meta's pivot into cloud computing.00:00 Introduction00:25 Crypto Headlines and Web3 Roundup05:02 Venice AI and Betting on Small Cap AI Tokens13:05 More Headlines and the Day's Price Action16:13 Lighter and the DYDX Team's Robinhood Chain Perp Race20:30 KOSPI Selloff and Korea's Retail Leverage Problem25:04 Making Sense of Korea's 100 Million Trading Accounts30:14 OpenAI Weighs a 5% US Government Stake37:21 Palantir, Alex Karp and the Rise of Sovereign AI Models42:09 NVIDIA's Trillion Dollar Robotics Bet and New Humanoids47:04 Is the Robotics Trade a Decade Away or Closer50:47 Meta Pivots to Cloud Computing54:34 Closing ThoughtsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Trump's billion-dollar crypto income, Anthropic's Fable model returning after a government pull, and Etched raising $800M to challenge Nvidia.0:00:00 Introduction0:00:52 Crypto Headlines and Web3 Roundup0:08:39 OpenUSD and the 140 Company Stablecoin Consortium0:12:34 Stablecoin Yield Climbing the Stack0:18:29 Fee Compression and the Stablecoin Volume Game0:23:43 Circle Stock and Coinbase Under Pressure0:28:35 The Stablecoin Trade Is Done, Buy the Banks0:33:49 Trump's Billion Dollar Crypto Income and Portfolio0:37:23 The Debate Over Trump's Impact on Crypto0:43:39 Bipartisan Crypto Regulation and Remittance Networks0:48:54 Anthropic's Fable 5 Returns After Government Pull0:54:08 Chinese AI Models and Robotics vs US Valuations0:57:14 Etched Raises $800M to Challenge NvidiaThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Strategy's new capital framework sending MSTR and STRC higher, Agility Robotics going public in a 2.5 billion dollar SPAC deal, and Chamath's 8090 raising a 135 million dollar Series A for its AI software factory.0:00:00 Introduction0:00:46 Crypto Headlines and Web3 Roundup0:07:54 Why Builders Pick Dubai Over Europe on Crypto and AI0:11:39 Why MSTR Jumped on Saylor's News but Bitcoin Did Not0:18:09 Inside Strategy's New Bitcoin Credit Framework0:24:53 Strategy Becomes a Closed Loop Fund0:29:58 Bitcoin as Energy Money and the Hunt for the Next Buyer0:37:30 Agility Robotics Goes Public via a 2.5 Billion Dollar SPAC0:43:27 Investing in Humans and Robots and the UBI Question0:46:54 Chamath's 8090 Raises 135 Million for an AI Software Factory0:53:22 Reading the Charts, RoboStrategy and Token Unlocks0:58:04 Crypto Cards, Stablecoins and Real World Spending1:05:06 Closing Thoughts on Trading Your EdgeThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss why Strategy is 13 billion dollars underwater on Bitcoin and what Saylor's next move means, the fragile US and Iran de-escalation, and Ansem's token crossing 100 million.0:00:00 Introduction0:00:41 Crypto Headlines and Web3 Roundup0:07:48 The Case for Trading Equities Over Crypto0:12:25 Why the Risk Reward Favors Equities0:15:57 Eli Lilly, BlackBerry, and Betting on the Pivot0:23:48 Quantum Stocks and the US Commerce Signal0:28:38 Robotics, Rigetti, and Using AI to Research Markets0:35:42 US and Iran Agree to Stop Attacks0:42:39 Trading the News Live and Iran's New Normal0:48:46 Ansem's Token Hits 100 Million and the Solana Debate0:55:41 Saylor, Strategy, and Who Buys Bitcoin Next0:58:44 Strategy's 1.25 Billion Bitcoin Monetization PlanThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the Apple price hike that wiped over one trillion dollars from Asian stocks, OpenAI delaying its IPO to next year, and hot May PCE inflation data.0:00:00 Introduction0:00:43 Crypto Headlines and Web3 Roundup0:06:46 Apple Price Increases and the Memory Demand Question0:11:48 Reselling Maxed Out Macs on the Secondary Market0:15:13 A Permanent Underclass and Access to AI0:18:28 Over One Trillion Wiped From Asian Stocks0:21:48 Fourteen Circuit Breakers and Leveraged Chip ETFs0:29:52 May PCE Inflation and the Fed Two Percent Target0:33:29 Is Apple Oversold After the Six Percent Drop0:37:16 Going Long Apple at Two Seventy Six0:42:30 Phunky on Apple as a Veblen Luxury Good0:46:58 OpenAI Pushes Its IPO to Next Year0:51:12 Why AI Models Struggle to Capture Value0:58:45 SoftBank's Drop and the Government Push Into AI1:02:48 The SoftBank Goose and Golden Egg SlideThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Micron's blowout earnings reigniting the AI memory trade, Korea's KOSPI and Asian markets rebounding after this week's sell-off, and Bitcoin's weakness as the EU's MiCA regulation comes into full force.00:00 Introduction00:32 Crypto Headlines and Web3 Roundup09:21 Crypto Versus AI and Turning News Into Trades16:54 Inside Micron's Earnings and Record Margins21:21 How Close Is the Humanoid Robot Revolution24:26 Unitree's $4,900 Iron Man Humanoid Robot29:37 Robot Home Security and the Device Hack Scare33:46 The Analog Backlash and Why AI Stays the Trade39:18 Agents On-Chain Versus Google's New Registry42:54 Korea's KOSPI Rebound and the Memory Listings Wave50:00 EU MiCA Deadline and US Crypto Regulation MomentumThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Quantinuum's 20% surge after Trump's quantum executive order, SK Hynix raising nearly $29 billion via a US listing, and a surging DXY as the market braces for a rate-hiking cycle.00:00 Introduction00:23 Crypto Headlines and Web3 Roundup06:46 How Much Memory Do We Need11:54 Micron Q3 Earnings Preview15:48 Why Memory Trades Like a Commodity21:11 Storage and Apple RAM Prices Surging25:37 DXY Surges on Hawkish Fed and Rate Hike Risk30:07 SpaceX Overhang and Going Risk Off37:07 Quantinuum Surges on Trump Quantum Order42:31 How Early Quantum Is and Picking Winners48:18 Following Lutnik and the Commerce Account53:43 SK Hynix Raising 29 Billion via US Listing58:39 Closing Thoughts and HomeworkThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the sharp tech and crypto sell-off, SpaceX falling back to its $150 launch price, and Micron's new strategic memory agreement with Anthropic.00:00 Introduction00:40 Crypto Headlines and Web3 Roundup06:11 Reading The Sell-Off and Hiking Cycle Concerns11:27 Polymarket Fed Odds and the Crypto Bear Market18:34 The Global Tech Sell-Off and Leveraged FOMO Trading24:23 Micron's Strategic Memory Deal With Anthropic29:23 Apple, Local Models and the RAM Shortage35:27 The Privacy Thesis and Running Models Offline41:18 Apple As A Long-Term Trade Idea45:24 Sitting On The Sidelines and Why SpaceX Is The Risk Tell51:00 Why SpaceX Lost Its Appeal and Is AI Profitable Yet54:24 Closing Thoughts and Bitcoin TomorrowThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the Chinese AI labs MiniMax and Knowledge Atlas surging on the Hong Kong exchange, the US and Iran negotiations breaking down in Switzerland, and whether Solana season is real or just manufactured.0:00:00 Introduction0:01:05 Crypto Headlines and Web3 Roundup0:15:44 US and Iran Negotiations Break Down in Switzerland0:22:14 Was There Ever a Deal and How Markets Are Reading It0:26:50 Robinhood Trade Idea and Why the Chart Is Inflecting0:33:35 Robinhood and the Trump Accounts Treasury Contract0:42:58 Chinese AI Labs MiniMax and Knowledge Atlas Explained0:50:15 Anthropic's Mythos and Fable Shutdown and the AI Cold War0:56:59 The Bear Case for Chinese AI Stocks1:04:09 Is Solana Season Real or Manufactured1:07:35 Why Sol Has the Same Value Problem ETH HadThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss SpaceX preparing a potential $20 billion bond for its AI buildout, why chip makers are surging while crypto sells off, and what China's AI tiger Minimax actually is.0:00:00 Introduction0:01:01 Crypto Headlines and Web3 Roundup0:12:15 Saylor's AI Designed STRC and Opportunistic Clipping0:15:12 Following the Flows Into the Memory and Chip Makers0:25:03 Going Flat After the FOMC and Concentrating Into AI Semis0:32:00 Intel as a Trade and the Trump Apple Partnership0:40:45 Minimax China's AI Tiger Explained0:43:51 Fable Lockdown and Government Stakes in AI0:48:04 SpaceX After the IPO Pop and the 20 Billion Dollar Bond0:53:55 Following the AI Capex Stack From Chips to PowerThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Kevin Warsh's first FOMC and the 2% inflation focus, the signed US-Iran MOU, and Strategy's STRC breaking to a record low under par.0:00:00 Introduction0:00:59 Crypto Headlines and Web3 Roundup0:09:55 Hyperliquid Buy Pressure and Front-Running the TWAPs0:14:17 Kevin Warsh Takes Over the Fed0:18:55 The Five Task Forces and the Obfuscation Theory0:23:04 No More Forward Guidance and Free Markets0:27:03 Trump's One Eighty on Rate Hikes0:30:53 Trader Reactions and the Inflation-Focused Fed0:35:32 The Bearish Verdict and Selling Into the FOMC0:38:52 Trump Signs the Iran MOU0:42:18 A Surrender or a Smart Deal0:48:13 The Three Hundred Billion and Ending Sanctions0:51:56 STRC Breaks Down and the Bitcoin Verdict0:55:53 XPL Trade Recap and the Bitcoin Lag Problem0:59:12 Going Flat on Alts and the Bitcoin Is Fine DebateThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the SpaceX trading frenzy after its record IPO, the FOMC rate decision under a new Fed chair, and Nvidia tapping the debt market to fund the AI buildout.0:00:00 Introduction0:00:28 Crypto Headlines and Web3 Roundup0:04:42 Is There Really An AI Crypto Trade0:12:26 Crypto Versus Stocks Risk Reward0:19:57 SpaceX Trading Frenzy And The Bull Case0:27:18 Has SpaceX Even Pumped Yet0:35:47 SpaceX Unlocks And NASDAQ Inclusion0:41:00 FOMC Preview And The Kevin Warsh Era0:48:13 The Narrow AI Rally And Market Intervention0:53:04 Nvidia Taps The Debt Market For AI0:58:41 Is The AI Bond Boom Late StageDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Bitcoin reclaiming $65K on US Iran peace news, the SpaceX pre-IPO trade ahead of today's leveraged ETF launches, and the fallout after Anthropic pulled Claude Fable Five.00:00 Introduction00:29 Crypto Headlines and Web3 Roundup06:03 Inside The US Iran Peace Deal11:56 Why This Might Not Be A Real Peace Deal16:36 Citrini Macro Memo and Positioning19:29 FOMC Meeting and Rate Hike Odds22:51 Summer Rally and Midterm Risk27:08 Token Unlocks On The Horizon30:56 SpaceX Trade and Leveraged ETFs38:17 Anthropic Fable Five Fallout44:34 Regulatory Capture and Government Equity48:49 OpenRouter Fusion API and Blended Models52:10 Week Ahead FOMC Inflation and Yields55:41 Outro and TelegramThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss SpaceX trading near $175 on Hyperliquid ahead of its historic IPO, Trump calling off strikes on Iran, and a hot PPI inflation print.0:00:00 Introduction0:00:49 Crypto Headlines and Web3 Roundup0:05:54 Plasma's New Card Tiers and Pre-IPO Market Check0:12:30 Why They Stopped Sharing Trades0:21:07 SpaceX IPO Breakdown and the Largest IPO Ever0:24:47 Do IPOs Pay Off and Buffett's Warning0:29:38 Up or Down From $175 and the Supply Demand Case0:33:25 SEC Delays Leveraged ETFs and the Case for Crypto0:37:34 Forget the Valuation and Lessons From Circle's IPO0:46:23 The Bear Case and Retail as Exit Liquidity0:53:36 PPI Inflation Trump Iran and the Fed0:57:57 SpaceX Unlock Schedule and Key Dates to WatchThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Strategy's claim that $500B will rotate into Bitcoin after the IPOs, the S&P 500's slide ahead of the SpaceX listing, and the US strikes on Iran.0:00:00 Introduction0:00:28 Crypto Headlines and Web3 Roundup0:05:08 Portfolio Allocation and Summer Uncertainty0:08:36 Pokemon Mania and the Gacha Flywheel0:12:40 Rate-Hike Odds and Echoes of the Last Cycle0:17:43 Holding Cash and Selling Into the Collectibles Run0:22:06 Regulatory and Enforcement Risk on the Path to Clarity0:25:53 Chainalysis, HTX and the Case for the Clarity Act0:33:11 S&P 500 Selloff and the Semiconductor Correction0:36:41 Strategy CEO and the $500B Bitcoin Rotation Claim0:41:22 A Counter Case and Flat Stablecoin Growth0:46:34 The SpaceX IPO Trade and a 3% Float0:51:14 Leveraged ETFs, Index Weighting and the Buy-Pressure Math0:56:53 US Strikes on Iran and the Market Reaction1:00:04 Closing Thoughts and SpaceX IPO TomorrowDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the market selling off as SpaceX rips pre-IPO, Anthropic launching Fable 5, and Morpho raising $175M at a $2B valuation.00:00 Introduction00:40 Crypto Headlines and Web3 Roundup05:26 First Takes on a Red Day and the HYPE Flush11:26 What Claude Found in the SpaceX S-116:56 SpaceX IPO Demand, $135 Pricing and 30% Retail Allocation21:04 Trading the IPO - Targets and Risk Management25:27 SpaceX as a Meme Stock and the Circle IPO Lesson30:34 Anthropic Launches Fable 534:44 Hands-On With Fable 5 Agents39:09 Morpho Raises $175M at a $2B ValuationDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

As Required has done over $210M in volume on Hyperliquid. After the UK sanctioned Huobi Global, a single HTX withdrawal got his wallets flagged as high risk and banned from Hyperliquid, OpenSea, Polymarket and more. We discuss what happened, the compliance overreach behind it, and what it means for anyone using centralized exchanges.00:00 Introduction01:43 Net Short 2026 and the Macro Bottom Call04:48 IPO Summer and the Bull Case for HYPE07:59 Is Airdrop Farming Still Worth It11:45 Banned From Hyperliquid After the UK HTX Sanction15:39 Why HTX and How the Flag Spread19:41 Clean on GoPlus and Blockaid but Banned Anyway21:53 Implications and How to Protect Yourself25:18 The OpenSea Bans and NFTs Worth Zero29:29 Final Thoughts and the Case for an Appeals ProcessDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Anthropic's upcoming Mythos release, Citrini's bullish Hyperliquid investment call, and why Apple's Siri AI reveal sent the stock lower.00:00 Introduction00:29 Crypto Headlines and Web3 Roundup08:30 Korean markets rebound and semiconductor recovery12:38 SpaceX pre IPO valuation reset on Hyperliquid18:54 Should you long or short SpaceX24:15 Anthropic prepares to release Mythos31:19 Citrini calls Hyperliquid a compelling investment35:24 Where Hype fits in a portfolio now40:09 Apple reveals Siri AI and the stock sells off45:52 RoboStrategy surges on robotics exposureThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss South Korea's KOSPI getting halted after an 8% crash, the SpaceX IPO landing Thursday, and Zcash bouncing 40% after an emergency upgrade.00:00 Introduction00:25 Crypto Headlines and Web3 Roundup04:13 Agentic AI App Boom and Why Distribution Is the Real Moat11:55 Trump Floats US Government Equity Stakes in AI Companies17:50 Federal Equity Investments and the US-China AI Race25:51 Leadership Volatility and Why Democracies Struggle to Plan Long-Term31:00 KOSPI Halted After 8% Crash and the Semiconductor Selloff35:11 SpaceX IPO Thursday at a $1.77 Trillion Valuation40:08 Could Tesla and SpaceX Eventually Merge47:55 Zcash Bounces 40% After Emergency Founder Upgrade55:32 Saylor Hints at More Bitcoin as Strategy Buys 1,550 BTCDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the Zcash infinite mint bug that crashed the token, why the pre-IPO markets are pulling back across SpaceX and AI names, and how crypto alts broke while the S&P held green.0:00:00 Introduction0:00:50 Crypto Headlines and Web3 Roundup0:05:36 Legendary's Market Overview0:08:57 Bread On Rotating Into Robotics Stocks0:13:20 Why MicroStrategy Is Unraveling0:19:40 Zcash Infinite Mint Bug Crashes The Token0:27:35 The Trust Layer Problem For Privacy Coins0:30:52 The Strange Zcash Price Action BCheque Was Trading0:35:02 The Udi And Mert Debate Over Whether Zcash Recovers0:40:13 Why The Whole Privacy Sector Is Now A Target0:46:11 Pre-IPO Markets Pull Back As Fresh IPOs Reprice0:50:55 Fidelity Lowers The SpaceX IPO Requirement To 2K0:54:05 Closing Round On Crypto Stocks And Pokemon Cards0:57:46 Why The S&P Won't Fast-Track Mega Cap IPOsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Bitcoin crashing to $62K, Arthur Hayes dumping his NEAR and HYPE positions, and Kraken launching tokenized US IPO access with xStocks.00:00 Introduction00:38 Crypto Headlines and Web3 Roundup06:02 Crypto's Correlation To Stocks And IPO Summer10:25 Maximal Attention And The TCG Meta16:29 Who Is The Marginal Buyer21:36 Why Cards Can't Catch A Bid27:10 Bitcoin Outflows And Arthur Hayes Dumps NEAR And HYPE31:44 Is It OK To Flip On A Conviction Call37:38 How To Play A Dangerous June Market41:14 Why Useful Tokens Beat Pure Speculation45:45 IPO Summer SpaceX Anthropic And OpenAI50:05 Going Back To Quality And Getting Risk Off55:53 Surviving The Cycle By Opting OutDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the S&P hitting record highs as Bitcoin falls to $66K, Hyperliquid emerging as Wall Street's convenience store, and Marvell surging 32% after Nvidia's trillion-dollar call.00:00 Introduction00:29 Crypto Headlines and Web3 Roundup05:34 Outperformers and Wild 30% Daily Stock Moves08:54 NEAR's Real Usage and Revenue Story12:46 Buying Zcash Through Infinex and Near Intents18:03 Saylor's STRC Death Spiral and the APX USD Depeg23:30 Could Hyperliquid Survive a Bitcoin Collapse?31:34 Security Fears Over the Gnosis Hack and Centralization37:42 Hyperliquid as Wall Street's Convenience Store41:09 Marvell +32% and the AI Concentration Trade48:01 What Counts as an AI Company? Dot-Com Echoes51:50 Mag 7 Concentration and Why Centralization WinsDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Saylor selling Bitcoin for the first time since 2022, Telegram rebranding its TON token to GRAM, and Anthropic confidentially filing for its IPO.0:00:30 Crypto Headlines and Web3 Roundup0:07:30 Virgin Galactic Confused For The SpaceX Ticker0:11:15 Market Exhaustion And The Four Year Cycle0:15:50 Saylor Sells Bitcoin First Time Since 20220:21:22 The Only Bitcoin Bidder Just Stopped Bidding0:26:11 Can Currency Debasement Revive The Bitcoin Bid?0:31:36 VCs Force The Public To Buy SpaceX Via Index Funds0:37:19 Early Investors Win Even If SpaceX Dumps0:43:05 Telegram Rebrands TON To GRAM0:47:01 Founder Mode And Whether TON Needs A Buyback0:51:35 Anthropic Files Confidentially For Its IPO0:55:29 Is Moving The IPO Up Bearish For Late 2026?The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Hyperliquid's surge to a $73 all-time high, the controversial SpaceX IPO index rule change, and the explosive run across on-chain trading card markets.00:00 Introduction00:51 Crypto Headlines and Web3 Roundup06:10 SpaceX IPO Index Rule Change13:01 Chesterton's Fence and Why Those IPO Rules Existed21:32 Hyperliquid Hits $73 All-Time High27:01 Hype's Bitcoin ETF Moment Has Arrived30:11 How High Can Hype Go vs ETH and Solana37:18 Cards and the Collector Crypt Trade Idea41:42 Winning Pokemon Cards On-Chain With Gacha46:46 Real Yield Or Ponzi Managing The Gacha Trade51:20 Kalshi Perps and Binance On-Chain Stock Trading55:58 Breaking Strategy Sells 32 BitcoinThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss ICE (the owner of the New York Stock Exchange) meeting the Hyperliquid team, the S&P pushing to fresh all-time highs above 7,500, and Anthropic's $65 billion Series H raise at a $965 billion valuation.0:00:00 Introduction0:00:40 Crypto Headlines and Web3 Roundup0:04:55 Oracle Risk and Blockchain Downtime0:10:48 Eli Lilly and the GLP-1 Peptide Trade0:14:37 Peptides, BPC-157 and the Iggy Azalea Anniversary0:20:09 Peptides as a Longevity Trend0:23:24 S&P All-Time Highs and the US-Iran Ceasefire0:27:35 Dell's 33% Surge and the $9.7B Pentagon Contract0:33:50 Dell, Trump Accounts and the Corruption Question0:37:59 The Dell Family Trust Accounts Debate0:43:59 Everything Rally vs AI Rally and the Summer IPO Thesis0:49:22 ICE Meets Hyperliquid and the TradFi Convergence0:53:50 Would ICE Take a Stake in Hyperliquid?0:59:01 Anthropic Raises $65B at a $965B ValuationDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Bitcoin's crash to $73K dragging the whole market down, Trump's promise to never let crypto down, and Liquid's new Co-Invest letting you trade directly via Claude.00:00 Intro Music00:28 Introduction02:57 Crypto Headlines and Web3 Roundup09:33 Bitcoin ETF Outflows And The Crypto Bid Drying Up14:00 Hyperliquid Decoupling And The Hype Trade17:42 Cutting The Hype Position And Portfolio Rebalancing21:13 Crypto Versus Equities Allocation26:02 Is ETH Just A Bad Asset30:53 Speed-Running The Risk Curve Into AI Plays34:35 Trump Vows To Never Let Crypto Down37:30 World Liberty Fi Damage And Midterm Blowback39:42 Phunky On The Clarity Act And Crypto Ethics42:42 Can You Really Future-Proof A Law47:53 Liquid Co-Invest Trading Directly Via Claude51:02 AI As A New Distribution Channel For Founders54:47 Security And Execution Risks Of Agentic Trading58:53 Closing ThoughtsThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Strategy retiring $1.5B of Bitcoin debt without buying more, Base launching MCP so agents can trade on your behalf, and SpaceX winning a $2.29B Space Force contract for a military data network.00:00 Introduction00:30 Crypto Headlines and Web3 Roundup05:13 Bread On Hype ETFs And Pump Fun Multi-Chain12:24 Hype Conviction Heading Into IPO Season17:08 Strategy Retires $1.5B Of Bitcoin Debt20:33 Bitcoin ETF Outflows And Saylor Fatigue24:09 Phunky Defends Bitcoin And The Institutional Bid29:23 Are We Still Early To Crypto Or Anywhere Else33:24 Trillion Dollar Tech And Where The Money Comes From37:55 AI Spend And The L1 Analog For Value Capture41:18 How To Position Into A Red Day Before IPO Season44:38 BlackBerry Lists On Hyperliquid With Nokia Style Setup47:33 Base MCP Lets Agents Trade On Base51:22 ERC-8004 And The Agent Discovery Problem54:13 SpaceX Wins $2.29B Space Data Network Contract57:38 Sign OffDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss NEAR ripping back toward $3, OKX launching Exchange OS to rival Hyperliquid, and markets pricing in US-Iran peace despite mixed messaging.0:00:00 Introduction0:00:52 Crypto Headlines and Web3 Roundup0:04:24 Legendary's Market Overview0:10:31 NEAR Rips Again Toward $30:16:46 Google Trends and the Crypto Inflection Point0:23:54 Crypto AI Market Cap vs OpenAI Comparison0:30:38 Neobanks Stablecoins and Pokemon TCG Exposure0:39:18 Using AI Agents to Track RoboStrategy0:45:39 OKX Launches Exchange OS to Rival Hyperliquid0:51:21 US Iran Mixed Messages and the S&P Win Streak1:00:11 If You Are Going to Bid This Is the TimeDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss NEAR ripping 28% on the AI and privacy narrative, MegaETH sunsetting its Terminal points campaign early, and Pump.fun adding USDC pairs as SOL declines.0:00:00 Introduction0:00:30 Crypto Headlines and Web3 Roundup0:04:11 AI And Robotics Sector Showing Signs Of Life0:09:15 Why NEAR Stands Out Against A Quiet Market0:10:30 Binance Pre-IPO Market For SpaceX0:18:39 SEC Innovation Exemption For Tokenized Stocks0:20:34 NEAR Up 28 Percent On AI Privacy And Intents Narrative0:27:00 Brad Breaks Down NEAR Intents Revenue And Usage0:33:20 Summer Party Thesis And Holding Risk Into IPO Season0:36:10 Active Management In A Disruptive AI World0:39:34 SpaceX And OpenAI IPO Strategy0:43:50 MegaETH Sunsets Terminal Campaign Early0:49:34 Moss SDK And The Vision For A Unified Ecosystem0:53:09 Pump Fun Adds USDC Pairs As SOL Declines0:55:24 Project X Cash Drop Day Predictions0:58:51 Bitcoin Pizza Day And Closing BanterDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss HYPE's rally past $58 and Zcash reclaiming $660, NVIDIA's record $81.6B quarterly earnings, and SpaceX filing for IPO as OpenAI signals the same.00:00 Introduction00:25 Crypto Headlines and Web3 Roundup05:32 HYPE Flips Solana On FDV As Alts Lead The Market13:00 The Four Year Cycle Versus Rate Hike Fears16:00 Semiconductors Carrying The S&P And The Jevons Effect19:30 HYPE And Zcash Deep Dive24:12 Positioning And Trade Ideas For HYPE And Zcash35:53 NVIDIA Reports Record $81.6 Billion Quarterly Earnings39:35 Will NVIDIA Get The China Deal Done44:01 SpaceX IPO Filing And OpenAI Joins The Wave55:10 RoboStrategy And How To Play RoboticsDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

Jim Perillo from Figment Capital sits down to talk why applications beat infrastructure, the early call on HIP-3, and leverage tokens as a smarter way to get leverage. Plus the token versus equity problem, and the story behind his Wall Street Journal Katana win.0:00 From KPMG Tax Advisor To Crypto VC6:22 How Figment Pivoted From Infrastructure To Applications11:54 The Predicate Thesis And Middleware Investing16:40 MegaETH And Bedlam Research's Early HIP-3 Call20:40 Leverage Tokens As An Alternative To Active Management26:01 Why Figment Passed On Hype And SOL On The Public Side27:13 Zcash, VVV And The Token Versus Equity Problem30:22 Winning The Legend Trade Series And The Wall Street Journal34:59 The Solana Versus HyperLiquid Hater WarsDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the stock pullback on soaring yields and Fed hike fears, Andrej Karpathy leaving OpenAI to join Anthropic, and VVV ripping twenty three percent on the AI trade.0:00 Introduction0:26 Crypto Headlines and Web3 Roundup5:35 Bread On Rhinotic's 10K Tokens Experiment14:42 V1 Punks About To Flip Pudgies16:45 Stocks Slide On Surging Yields And Rate Hike Fears21:04 Are Stocks Still A Buy Near All Time Highs25:55 Why Bitcoin And ETH Look Lethargic28:40 HyperLiquid Pushes Towards Fifty Dollars32:23 Bread Skeptical Of The Zcash Privacy Narrative39:55 Andrej Karpathy Joins Anthropic42:51 Sam Altman Offers Two Million In OpenAI Tokens At YCDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the SEC's potential innovation exemption for tokenized stock trading, Trump calling off the Iran attack after Gulf intervention, and Elon Musk losing his case against OpenAI.0:00:00 Introduction0:00:28 Crypto Headlines and Web3 Roundup0:04:57 What's Catching Our Attention In The Market0:06:43 Do You Still Need To Hold Bitcoin When Hype Exists0:13:33 Why Hyperliquid Is A Comfortable Hold In A Bear Market0:17:18 SEC Innovation Exemption For Tokenized Stocks0:23:19 Tokenized Stocks Open US Markets To The World0:26:19 Do Voting Rights Matter For Tokenized Equities0:29:07 Can You Just Size Into Bitcoin Zcash And Hyperliquid0:35:01 Investing In Moats Not Assets0:36:49 Breaking Down Near And The AI Crypto Vertical0:41:16 Trump Calls Off The Iran Attack0:46:47 Record Margin Leverage In South Korean Stocks0:51:54 Elon Musk Loses His OpenAI Case0:56:04 Agentic Workflow Updates Codex Mobile And HermesThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Bitcoin sliding toward 77K as Iran tensions re-emerge, SpaceX going live for trading on Hyperliquid ahead of its record-breaking IPO, and why rising bond yields point to inflation pressure building.0:00:00 Introduction0:00:30 Crypto Headlines and Web3 Roundup0:05:55 The AI Efficiency Shift In How We Work0:17:11 Phunky On Whether AI Could Replace The Hosts0:20:00 Why IRL And Human Connection Stays Valuable0:22:49 Bitcoin Slides Below 80K On Iran Tensions0:26:34 Bond Yields Rise As Inflation Fears Build0:31:34 Warsh Wants To Change The Fed's Inflation Gauge0:37:11 Rate Hike Odds Climbing On Polymarket0:39:01 Cutting Crypto Exposure And Holding Cash0:46:43 RoboStrategy Trade Breakdown0:52:09 SpaceX Opens For Trading On Hyperliquid0:55:25 What SpaceX Means For Hype And Tesla0:59:03 Regulation As A Bull Case For HyperliquidThe content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss how Hyperliquid became the pre-market price discovery venue for the Cerebras IPO, Coinbase becoming the official USDC treasury deployer on Hyperliquid, and Trump's newly disclosed active single stock trading.00:00 Introduction00:24 Crypto Headlines and Web3 Roundup06:29 S&P Hitting Record Highs And Robo Strategy09:55 Nvidia H200 Chip Sales To China Approved10:39 Cerebras IPO Priced By Hyperliquid Pre-Market13:24 What Happens When OpenAI And SpaceX IPO19:13 Hyperliquid's Regulatory Achilles Heel21:20 Coinbase Becomes Official USDC Treasury Deployer29:30 Hyperliquid Jeff On Liquidity And Alignment33:01 Where Does HYPE Go From Here35:54 Unstaking Queue And $151M Of HYPE In Motion39:53 Is Crypto Maturing Enough To Hold Longer44:36 Trump's Active Single Stock Trading Revealed47:39 Ten-Year Yield Past 4.5 And Inflation Pressure51:19 Lessons From The 2022 Hiking Cycle54:08 Does Republican Or Democrat Matter For MarketsDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Bitcoin sliding below $80K while stocks keep ripping, Trump's state visit to China with a CEO delegation, and the Cerebras IPO pricing at $185 per share.00:00 Introduction00:28 Crypto Headlines and Web3 Roundup05:25 Robot Strategy and the Case for Robotics Exposure10:50 Getting Space Exposure and Knowing Your Edge17:08 PPI Comes In Hot, Stocks Shrug It Off19:43 Why Crypto Is Weak While Tech Rips24:46 Bitcoin's Narrative Is Fading32:52 Sugar Trade Idea via Tether's Adecoagro39:44 Trump in Beijing and the US-China Reset44:54 British Empire, the Opium War and Trade Imbalance Parallels48:23 Cerebras IPO and What Hyperliquid Is Pricing InDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

Lindsay Fraser from Blockchain Association joins to discuss the CLARITY Act, stablecoin rewards, and the U.S. path to crypto market structure.She breaks down the Senate process, DeFi protections, and why regulatory certainty could arrive before August recess.0:00:00 Interview with Lindsay Fraser from Blockchain Association0:02:05 Blockchain Association's role in aligning crypto stakeholders0:05:32 Stablecoin rewards, banking pressure, and GENIUS Act compromise0:10:30 Activity-based rewards and future rulemaking questions0:13:34 Ethics language, DeFi definitions, AML, and privacy tensions0:16:28 Blockchain Regulatory Certainty Act and developer protections0:20:20 How the CLARITY Act moves from committee to the president's desk0:23:21 Senate vote math, House reconciliation, and August timeline0:26:40 Lindsay's move from Uniswap to Blockchain Association0:29:48 Building crypto regulation from the ground upDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the S&P rebound above 7,400, hot U.S. inflation hitting 3.8%, and Google and SpaceX exploring orbital data centers.0:00:00 Introduction0:00:49 Crypto Headlines and Web3 Roundup0:04:25 Bread returns from Korea and Paper tweet drama0:09:09 Hot CPI print raises rate-cut and hike-cycle questions0:14:16 Legendary's Market Overview0:18:34 AI stocks, portfolio rebalancing, and top signals0:21:07 Cerebras IPO watch and RoboStrategy BOT pullback0:27:23 Paper launches fair-launch perps on Hyperliquid0:30:38 Paper token mechanics and HyperEVM throughput concerns0:33:40 Google and SpaceX explore orbital data centersDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

A conversation with Andy, co-founder of Mnstr, the on-chain TCG platform building on MegaETH around Pokemon cards, One Piece, graded slabs and gacha packs. We dig into the 85% perpetual buyback, why Fractional shut down, and the state of the trading card market right now.0:00 Introduction0:02 From DeFi Summer Degen To NBA Top Shot Aper0:04 Why Fractional Shut Down And Returned Investor Money0:07 Established IP Beats Nascent NFT Collections0:09 Gacha And Repacks As A Gamified Shopping Experience0:13 Inside Monster's Packs And The 85% Perpetual Buyback0:18 NFT PTSD And Why The TCG Market Feels Toppy0:20 Gacha Platforms Are Massive Buyers At Card Shows0:23 Why Vintage Cards Beat Modern For High-End Buying0:25 What's Next For Mnstr — One Piece, Sports, Mobile AppDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the S&P closing at a new all-time high above 7,400, HIMS dropping 18% on a Q1 earnings miss, and OpenAI launching its own Deployment Company.0:00:00 Introduction0:00:29 Crypto Headlines and Web3 Roundup0:05:01 The Unitree Mecca And Why The EU Will Ban It0:13:51 S&P Closes Above 7,400 With Semis Carrying The Index0:21:36 HIMS Drops 18% On Earnings Miss And The Peptide Market0:32:49 OpenAI Launches Its Own Deployment Company0:39:00 Trump Brings Top US CEOs On China Trip0:43:42 Dell Hits All-Time High After Trump Endorsement0:46:18 Andrew Kang's RoboStrategy And The SanDisk Storage RipDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Saylor's new 10-to-20 Bitcoin buy ratio, the Cerebras IPO being 20x oversubscribed, and VVV's continued surge past $17.0:00:00 Introduction0:00:50 Crypto Headlines and Web3 Roundup0:03:25 Price Action Across Majors And Alts0:05:00 Pokemon Cards And The Speculation Cycle0:11:55 Audemars Piguet Swatch Collab And Risk Appetite Returning0:17:30 Semiconductor Stocks Going Parabolic0:18:50 Saylor's Ten To Twenty Bitcoin Buy Ratio Explained0:24:00 Mando's Hot List And How To Allocate Across It0:28:30 Why Get Allocated To Zcash Now0:35:00 The Case For Zcash And Ton As The Next Movers0:38:00 VVV Chart Breakdown And Speculative Energy In Alts0:42:30 Legendary On The Privacy Trade And Zcash Doubts0:45:30 Venice Diem And The Pod Token Speculation0:49:30 Telegram Agent To Agent Update And The Ton Setup0:51:45 Cerebras IPO 20x Oversubscribed0:57:55 VVV At Seventy Percent And Venice's Second Anniversary0:59:45 Weekend Reads On Stealth Easing And Inflation1:03:50 OutroDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

Nigel Eccles, co-founder of FanDuel and now CEO of BetHog, joins us to break down why AI dealers are outperforming slots in popularity and how the product is being licensed to casinos worldwide. He also unpacks the $10M Series A and what's next for real-money crypto gaming.00:00 Interview with Nigel Eccles from BetHog02:25 Why AI Live Dealer Beats Traditional Live Dealer05:37 AI Dealers Now Outperforming Slots In Popularity09:32 Operator Demand And Scalability Across 140 Languages11:54 Sentient Studios Licensing AI Dealer To Other Casinos15:15 Building The Best Product Versus Bonus Driven Casinos17:43 The FanDuel Story From Hubdub To Sports Betting20:14 Crypto Culture And The Mainstreaming Of Gambling24:22 UK Versus US Gambling Regulation Approaches27:18 The $10M Series A And What's Next For BetHogDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss the US Iran escalation halting the market's rise, Tom Lee saying BitMiner may slow ETH buys as Saylor hints at selling Bitcoin, and Kalshi's $1B raise from Coatue at a $22B valuation.0:00:00 Introduction0:00:42 Crypto Headlines and Web3 Roundup0:06:08 Q1 Lessons and Trading Tuition Fees Banter0:11:40 Why Being Around Sharp Traders Matters0:15:00 US Iran Escalation Halts The Rally0:21:52 Zero Day Options Are 50% Of SPX Volume0:26:05 Tom Lee Says BitMiner May Slow ETH Buys0:34:50 Kalshi Raises $1B From Coatue At $22B ValuationDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss SpaceX partnering with Anthropic to boost Claude, the S&P ripping through 7,300 to new all time highs, and a hantavirus outbreak striking its eighth case on a luxury cruise ship.00:00 Introduction00:28 Crypto Headlines and Web3 Roundup05:16 VVV And DEM Pump On AI Compute Demand12:54 Bitcoin Bottoming And The Case For Higher20:46 Oxxyy On Privacy Premium And AI Security Risks23:18 S&P Rips To New All Time Highs On AMD Earnings28:38 Citrini's Euphoria Thesis Returns To Crypto Twitter33:13 Trade Idea Plasma XPL Risk Reward Setup42:10 Hantavirus Cruise Ship Outbreak Update44:01 The Soothsayer Hantavirus Prediction Tweet46:46 SpaceX And Anthropic Sign Massive Compute Deal53:06 Fundraising Roundup And The Pre-IPO ShiftDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Saylor's stunning pivot to potentially selling Bitcoin to cover Strategy's dividends, Zcash ripping 40% toward $600 on a wave of cypherpunk and privacy narratives, and the S&P 500 hitting a new all-time high.0:00 Introduction0:32 Crypto Headlines and Web3 Roundup6:31 S&P All-Time Highs and Oil Crashing on War-End News11:22 Saylor's Strategy Shift, Selling Bitcoin to Pay Dividends21:54 Saylor as the Central Bank of Bitcoin27:33 Phunky and Oxxyy Weigh In on Strategy's Pivot31:55 Following the Forward Guidance Trade38:11 Zcash Pumps 40% Toward $60042:15 ZODA $25M Raise From Paradigm, a16z, Winklevoss47:23 Multicoin's Cypherpunk Thesis vs Compliance Reality50:25 Catching the Zcash Trade in the Telegram52:40 KOSPI Rips and the Euphoria Question56:16 Wrap and Modern Market TelegramDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

Tony, co-founder of Movimentum and now COO of Stratosphere, breaks down how he turned CoinMarketCap into a 7-figure marketing channel and why he sold to Stratosphere. He also shares his thoughts on what crypto companies should be doing with marketing right now and why authority beats reach in the age of AI.0:00 Dial In Interview with Tony from Stratosphere4:42 Dial In Why CoinMarketCap Was The Hidden Channel6:43 Dial In Going All In From Italy To Dubai11:22 Dial In Shifting From CEO To COO After Acquisition13:56 Dial In What Crypto Companies Are Doing With Marketing Now16:38 Dial In Stratosphere's Vision And Owning Distribution20:02 Dial In Authority Over Reach In The Age Of AIDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Bitcoin reclaiming $80K, Haun Ventures launching a $1B fund for crypto and AI, and the UAE's response to a new Iranian missile attack.0:00 Introduction0:27 Crypto Headlines and Web3 Roundup4:13 Where DeFi Capital Is Moving As Yields Disappear10:11 Legendary's Market Overview And Strategy Earnings18:43 Haun Ventures Announces $1B Crypto and AI Fund22:11 Public To Private Shift In Markets27:14 UAE Hit By New Iranian Attack On Fujairah Reserves31:58 AI Stack Updates Hermes Agent And CodexDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.

In this episode, we discuss Bitcoin pushing above $80K on Iran headline volatility, Peter Thiel's Founders Fund raising a record $6B, and Hyperliquid launching HIP-4 outcome markets.00:00 Introduction00:30 Crypto Headlines and Web3 Roundup10:43 NFT Market Revival and Pokemon Card Mania14:46 Bitcoin Above $80K On Iran Escalation Fakeout22:09 Anthropic Revenue Doubles To $44B Annualized25:46 Adding Risk Back On With Zcash And DM27:19 Citrini And Kyle On Nokia As The Next AI Pivot Play32:18 Bluntz Bullish On Cards As TCG Sector Heats Up42:51 Peter Thiel's Founders Fund Raises Record $6B47:44 Hyperliquid Launches HIP-4 Outcome Markets53:56 Weekend Reads From Crypto Cred Citrini Campbell And Varoufakis59:43 Show Wrap And New Format FeedbackDISCLAIMER: The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.