In this episode, we provide an update on macro data in the US and have a focused conversation on our portfolios.
01:41 - Tracking sleep data
06:06 - NFT and Crypto Headlines
12:24 - Web3 Headline Roundup
18:00 - Pendle and Kaito
23:59 - Legendary's thoughts on Pendle
26:40 - Trump's tax bill passes House Committee
30:18 - US recession bet on Polymarket
32:50 - What is gold doing?
35:20 - Increasing BTC exposure
39:02 - Will crypto decouple from other assets?
41:21 - Reflecting on our portfolios
46:02 - Legendary's thoughts on his portfolio
49:17 - Hyperliquid's team size
55:40 - Bread's thesis for Hyperliquid
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.
