In this episode, we talk about the nature of this cycle, how we position ourselves, and discuss the conflict in the Middle East.
(0:00) Intro
(1:30) Stablecoins and institutions are here to stay
(7:17) NFT and Crypto Headlines
(11:52) Plush Pepes are selling for 5,000 TON each
(14:50) Web3 Headline Roundup
(17:28) Is LiquidLaunch a leveraged Hyperliquid play?
(19:42) What will Web4 be?
(22:09) Is this the last cycle?
(23:00) TRON plans to IPO via reverse merger
(24:50) Have we moved away from the spirit and ethos of crypto?
(30:10) A permissionless also includes governments and institutions
(33:20) Voting on the Genius Act and political volatility
(34:43) Speculation always happens
(37:50) Political update on the Middle East
(40:38) Progress on the UK-US tariff deal
(42:46) Bitcoin above 100k despite geopolitical headwinds
(43:55) Phunky's thoughts on the geopolitical situation
(45:17) How Hyperliquid should be priced
(49:39) JPMorgan files trademark for JPMD
(52:10) Legendary's thoughts on Plasma after the final deposit cap
(54:45) Was Plasma a whales' game?
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
