In this episode, we talk about the IPO meta, the Circle stock running up to $260, and how to value the company.
(0:00) Intro
(1:28) Don't spend time in the sun
(3:30) Tracking and optimizing all things
(7:47) NFT and Crypto Headlines
(9:52) First thoughts on an IPO meta
(12:28) Blockchains are turning into incubators
(15:05) How the Sonic airdrop will work
(21:43) Web3 Headline Roundup
(25:00) BCheque is dominating the Infinex leaderboard
(23:00) Gambling is on an incredible rise
(27:23) Our thoughts on angel investing
(37:18) OKX considering US IPO
(39:37) Circle vs. Visa/Mastercard
(43:24) Is Circle overvalued?
(45:34) Phunky's thoughts on stablecoins and Circle
(47:39) Why Circle is more than just USDC
(55:00) Should we look at Circle like a bank?
(58:34) Short geopolitical update
(1:01:15) Telegram stickers are trending
DISCLAIMER: 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
