RECENT EPISODES
Wed 16 SeptMARKET UPDATE: Crypto Is Used To Buy Oil?! FED Meeting, And Economy RippingIn this episode, the discussion centers on the surprising use of cryptocurrency to purchase oil, highlighted by Poland's $230 million loss in a failed transaction with Venezuela, raising concerns about the risks in this emerging market. The Federal Reserve's recent interest rate hike and its potential bullish implications for Bitcoin and gold are also examined, alongside the anticipated demand for copper driven by advancements in AI.Fri 11 SeptMARKET UPDATE: Live With GMoney, Inflation Is In, Is This The Crypto Top?In this episode, GMoney discusses the current market landscape as the S&P approaches all-time highs, driven by U.S. government interventions. The conversation highlights the rising prices of gold and Bitcoin amid inflation concerns, while NFTs are experiencing a downturn. GMoney shares insights on the potential of tokenized stocks and the importance of credible narratives in crypto investments, cautioning listeners about the risks associated with meme coins and emphasizing the need for strategic positioning in the evolving market.Thu 10 SeptMARKET UPDATE: Hunter Biden Scams Us, $INTC Rips, Commodities Onchain, Anthropic's Skynet RiskIn this episode, Avi discusses the implications of Hunter Biden's meme coin launch, criticizing its potential to tarnish the crypto industry's reputation. He highlights a 20% surge in Intel stock, attributing significant profits to his recommendation, while expressing optimism about on-chain commodities trading. Avi raises concerns about outdated trading mechanisms and the impact of AI on investment strategies, predicting a market "melt-up" driven by technological advancements, despite skepticism about the sustainability of meme coins.Fri 4 SeptMARKET UPDATE: Hot Payrolls, Hotter Memecoins, And Se From FOMO Talks The Future Of TradingThis episode delves into the current job market, revealing an unemployment rate of 4.1 percent that may influence Federal Reserve interest rate decisions. It also explores the surge in meme coins driven by new investments, contrasting views on tokenized securities from industry leaders. The discussion highlights the rise of social trading platforms like FOMO, which aim to enhance trading transparency and education, while predicting a future where AI significantly impacts trading strategies and market dynamics.Wed 2 SeptMARKET UPDATE: What Is MemeFi, WAR With Iran, & The Fed Not Backing Down — What You Need To KnowIn this episode, the hosts explore the rise of MemeFi, linking meme coins to microcap stocks and the growing popularity of social trading platforms like FOMO. They discuss the implications of the ongoing conflict with Iran, including its impact on oil prices and defense contracts, while also analyzing the Federal Reserve's stance on interest rates amid a bear market. The conversation highlights the speculative nature of meme coin investments and the potential for significant market shifts in the near future.Tue 1 SeptWhy The $30B Asset Manager Franklin Templeton Is Betting Big On CryptoFranklin Templeton is significantly investing in the crypto sector, driven by Seth Gins, who launched the firm's crypto fund in 2020. Gins predicts a convergence of crypto and traditional finance by 2026, while emphasizing the need for institutional custody to legitimize crypto as an asset class. He also discusses the implications of the Clarity Act for traditional banks entering the crypto market and highlights the importance of management quality and volatility in assessing crypto investments.Wed 26 AugMARKET UPDATE: Bitcoin Rally, Zcash ETF, Bessent Humbled, NVDA EarningsIn this episode, Bitcoin is on a significant rally, nearing the $80,000 mark, driven by macroeconomic factors and predictions of a future price of $1 million. The launch of the Zcash ETF has garnered attention, trading at $15.5 million on its first day, with expectations for further growth due to its privacy features. Additionally, Nvidia's earnings are under scrutiny, with the potential for a short-term rebound if expectations are exceeded, despite historical sell-off patterns.Mon 24 AugWhat It’s Like Running A Billion-Dollar Market-Neutral Fund In CryptoIn this episode, Evgeny shares insights from his experience running a billion-dollar market-neutral fund in the crypto space. He discusses the critical distinction between legacy vulnerabilities and AI's role in identifying security weaknesses, emphasizing the challenges of obtaining reliable information in crypto compared to traditional finance. Evgeny also highlights the importance of effective risk management in DeFi, the cyclical nature of commodities reflecting crypto volatility, and the promising future of innovations like tokenized stocks.Mon 10 AugThe ETF Pioneer Who Calls Narratives Before Wall StreetAndrew Shannon, who launched HACK, the first cybersecurity ETF, roughly two weeks before the Sony breach linked to North Korea, joins the show to discuss how he identifies thematic opportunities before Wall Street prices them in. Shannon explains the construction of his UFO space ETF, which requires at least 80 percent of holdings to come from companies generating at least 50 percent of revenues from space, and why reusable rockets and collapsing launch costs mark a genuine industry inflection point.Wed 5 AugMARKET UPDATE: FED Backstops The Yen, Metals Rip, And Neoclouds ReboundScott Bessent is described as intervening in the yen currency market on the logic that a stronger yen reduces carry trade unwinding pressure on US treasuries, which is preferable to Japan selling its treasury holdings outright, as Japan has now surpassed China as the largest offshore holder.Mon 3 AugPsychology, Value, and Data: How Santiago Santos Navigates The MarketsSantiago Santos, former partner at Parify who sold the top of the crypto market in 2021, explains why he structured Inversion as a holding company rather than a fund, specifically to avoid the incentive distortion of deploying committed capital on a deadline.Fri 31 JulMARKET UPDATE: How Situational Awareness Blew Up, Will Rates Nuke Us, What’s Next?Leopold Aschenbrenner, whose Situational Awareness paper gave him credibility to raise billions, blew up his fund by running roughly 4x leverage across high-volatility AI and memory stocks while owning approximately 25 percent of NBIS, far exceeding the 10 percent of average daily volume guideline.Tue 28 JulEx-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of SocialismA former Palantir analyst turned hedge fund researcher, Alex Goode explains how Palantir's original counterterrorism ontology mapped associates, license plates, and bank accounts to identify military targets in Afghanistan, and how that same data-structuring logic later informed a trading strategy built on advertising performance signals for Google, Facebook, and Twitter stocks.Wed 22 JulHas Memory Bottomed?Memory stocks sitting 30 to 40 percent off their highs are the central question, with the speakers having called a re-entry at that level before an additional 10 percent decline forced a more cautious stance of raising cash and trimming positions after Micron's post-earnings reversal.Mon 20 JulThe Citadel Alum Reshaping The World Of TradingFormer Citadel prodigy Vlad, who was personally recruited by Ken Griffin at age 18 and flagged Bernie Madoff's implausible Sharpe ratio to Griffin in 2004, now leads Lighter, a crypto exchange built around custom zero knowledge circuits that require only one percent of the compute needed by general purpose equivalents.Mon 20 JulThe Citadel Alumn Reshaping The World Of TradingVlad, founder and CEO of Lighter, was recruited by Ken Griffin to join Citadel at 19 after graduating Harvard in two and a half years, and in his first week there he flagged Madoff's implausibly high Sharpe ratio as evidence of fraud, a conclusion Griffin confirmed in 2004, five years before the scheme collapsed publicly. That experience directly motivated Vlad to apply blockchain to finance, arguing that on-chain settlement with zero-knowledge proofs would make a Madoff-style fraud impossible.Wed 15 JulThe Market Can't Make Up Its MindBitcoin is trading in a roughly 58 to 65 thousand dollar range with MVRV-Z near all-time lows suggesting selling exhaustion, though the hosts disagree on whether the setup is genuinely attractive, with one seeing a rotation trade into Hyperliquid, Robinhood, Ethereum, and Zcash if Nasdaq weakness drives crypto inflows, and the other characterizing the picture as mixed.Mon 13 JulFrom Poker Pro To Trading Giant: Inside The Mind of Selini CapitalJordy, founder of Selini Capital, joins the episode to trace his path from poker to running a crypto market making firm that spends tens of millions on infrastructure including microwave feeds from New York to Japan and collects monthly retainers from exchanges for liquidity provision.Mon 6 JulAre The AI Labs Getting Nationalized?Some AI researchers privately expect the US government to impose full Los Alamos style control over AI labs within three years, placing engineers in restricted facilities, limiting travel, and treating AI development as a military program, and Ari Paul frames this as a live investment risk that he has not seen seriously priced into AI company valuations.Wed 1 JulWho's Coming For The Market In Q3?With the NASDAQ closing Q2 up 19.6 percent, its strongest quarter since Q2 2020, the hosts wrestle with who is still buying and whether the rally has legs into Q3. The AI capex thesis that drove chip names like Micron and Intel is seen as largely exhausted, with Micron's failure to hold gains after a massive earnings beat read as a sector warning sign.Wed 24 JunAI Cracks: Where Do You Hide?Avi and Jonah argue the AI trade is entering its later innings, with hyperscaler free cash flow approaching near zero as Google, Meta, and Amazon absorb $600 billion to $700 billion in data center commitments, leaving little upside in those names. The more actionable signal is where hyperscaler spending flows next, with memory stocks, fiber optics, and biotech cited as less saturated opportunities.Fri 19 JunSpaceX Over, Fed Meeting Done, What’s Next?Kevin Warsh delivered a hawkish FOMC press conference but markets absorbed it without significant damage, with the dot-plot pricing in one rate hike through year-end roughly matching expectations and a Goldilocks period expected to persist through at least August or September. The SpaceX IPO did not emerge as a negative catalyst.Wed 17 JunAre Rate Cuts Dead?With the Fed's rate decision itself treated as a near-certainty to hold, the real question heading into Powell's 2:30 PM press conference is what forward guidance signals about the path ahead, and the speakers conclude rate cuts are not dead but remain highly conditional on oil and inflation.Fri 12 JunSpaceX: Start of the Next Megabubble or End of the Rally?SpaceX opened its IPO at a $1.77 trillion valuation, with shares moving from $1.35 to $1.77 in 35 seconds and trading at roughly 94 times revenues, prompting debate over whether megatrend multiples make traditional valuation analysis irrelevant. Index-driven buying from MSCI, NASDAQ, and Russell funds is estimated to force roughly 14 yards of inflows across the first 15 days post-IPO, while the low float held largely by long-term sovereign wealth holders amplifies upward price pressure.Wed 10 JunDid Trillion-Dollar IPOs Break The Social Contract?When SpaceX, OpenAI, and Anthropic are expected to debut at valuations between one trillion and one and a half trillion dollars, compared to Google's IPO at roughly twenty billion and Facebook's at roughly one hundred billion, the hosts argue that private markets are capturing nearly all returns before ordinary investors can participate, breaking what they call the social contract of public markets.Thu 4 JunIs Robotics The Next Megabubble?Andrew Kang of Mechanism Capital makes the case that robotics is on track to become a ten trillion dollar industry, with the critical inflection point being ChatGPT's emergence in 2022, which signaled that the long-standing intelligence barrier to practical robots was finally falling.Wed 3 JunThe Market Is Splitting In Two — How Do We Navigate it?The market is splitting into winners and losers at a level of dispersion the speaker describes as unprecedented, with Hype, Zcash, and VVV outperforming sharply while majors like Bitcoin, Ethereum, and Solana lag. Zcash is rising as investors rotate out of Bitcoin into quantum-resistant alternatives, and XMR is predicted to gain another 50 percent against ZEC.Fri 29 MayIs This The End Of Crypto?The episode title is acknowledged upfront as clickbait, with the actual thesis being a K-shaped crypto recovery in which revenue-generating blockchain assets rally while non-productive tokens collapse toward zero. Bitcoin is described as having lost its historical correlations with tech stocks, gold, and M2 money supply, now trading only against itself after being absorbed into the Wall Street financial system.Wed 20 MaySticky Inflation + Energy Prices: End of the Rally or Pause?In this episode the hosts examine whether sticky inflation and rising energy prices mark the end of the current equity rally or merely a pause.Wed 13 MayIs The Soft Landing Officially Dead?Fed funds futures are pricing a 95 percent probability of no rate change at the next Fed meeting, with the remaining 5 percent assigned to a hike rather than a cut, and PPI came in at plus 1.4 percent month over month against a consensus of plus 0.05, raising the question of whether the soft landing narrative is finished.Wed 6 MayIs This The Everything Rally?The discussion centers on the current stock market dynamics, emphasizing the "Everything Rally" and the impact of psychological behavior on investment strategies, particularly with AI and crypto. Key insights include Bitcoin's resilience amidst high valuations and the cautious, yet optimistic view on altcoins like Zcash. Additionally, advancements in AI are noted as influencing market shifts, with concerns regarding sustainability and valuation discrepancies highlighted amidst ongoing geopolitical tensions.Wed 22 AprMarkets Hit A New All Time High, Whats Next?The hosts emphasize a robust U.S. economy, highlighting technology's role in driving earnings, alongside a bullish view on Bitcoin as undervalued and technically strong despite market fluctuations. They raise concerns about the impact of AI on the workforce and stress the importance of adaptable strategies in the evolving crypto landscape, particularly in the wake of recent DeFi vulnerabilities. Amidst market all-time highs, they encourage investment in strong assets like Bitcoin while navigating geopolitical tensions.Tue 7 AprHow To Position During an Oil Price ShockThe episode discusses strategies to position during an oil price shock, particularly given Trump's threats towards Iran that could disrupt oil supply and cause prices to surge. It highlights the evolving dynamics in commodities trading, emphasizing the need for intelligent strategies amidst market volatility. Additionally, there is a focus on the potential for cryptocurrencies and blockchain technology, noting opportunities in stable coins and the resilience of Bitcoin, signaling a shift in investment interest as market conditions change.Thu 2 AprWhy Perps Are Taking Over | Kaledora Kiernan-LinnKaladora Kiernan-Linn discusses the transformative potential of DeFi in enhancing existing markets rather than creating new exchanges, emphasizing the rise of perpetual contracts and new trading instruments in the current economic climate. She highlights the emergence of "prosumers" and their impact on trading behavior amid increased market volatility. Additionally, Kaladora underscores the importance of first principles thinking in navigating the evolving landscape of cryptocurrencies and blockchain technology.Thu 26 MarHyperliquid's Breakout Moment and Trades For 2026The discussion focuses on Hyperliquid's potential to transform commodities trading, emphasizing its role in integrating crypto with traditional finance. Market volatility is viewed as a double-edged sword, presenting both risks and opportunities for investment strategies over the next few years. Additionally, the shift towards stablecoins is highlighted as crucial for future trading dynamics, enabling innovation in asset ownership and banking processes.Wed 25 MarWhy Crypto Will Grow 10x in The Next Decade | Dan TapieroDan Tapiero discusses the anticipated 10x growth in cryptocurrency over the next decade, emphasizing a shift from speculative investment to institutional adoption through ETFs and corporate integration of digital assets. He forecasts significant market expansion, projecting a $50 trillion digital asset ecosystem by 2035. Additionally, Tapiero speculates on the intersection of AI and blockchain, suggesting blockchain's suitability for autonomous AI agents, highlighting the transformative potential in value exchange and investment opportunities.Tue 24 MarInvestor Relations in the Onchain EraMichael Ippolito discusses the launch of Blockworks Investor Relations (IR), addressing the evolving expectations for transparency and professionalism in crypto investor relations due to rising institutional interest. The platform aims to enhance data accessibility, tackle trust issues, and improve market transparency through curated analytics and engagement tools. Additionally, Ippolito underscores the disconnect between on-chain revenue and token performance, suggesting that innovative investor relations practices could revolutionize the perception of cryptocurrencies and blockchain technology.Tue 17 MarWhy We’ve Bottomed, Oil Hits $100 & The Stablecoin TradeThe speaker believes the crypto market has bottomed, highlighting a potential recovery for Bitcoin and Ethereum, particularly through the stablecoin trade. They emphasize the importance of investing in established players like Circle and anticipate significant growth in the stablecoin market, potentially supporting Bitcoin's rise to prominence as a global reserve currency. Additionally, the impact of rising oil prices and geopolitical concerns is acknowledged, yet optimism persists for tech-related investments, particularly in AI and major cryptocurrencies.Wed 11 MarFinding Edge as a Trader, The Hyperliquid Thesis & Trades For 2026 | Capital FlowsThe episode explores the interplay between interest rates and trading dynamics, highlighting the shift towards discretionary trading and agentic strategies amid evolving market conditions. It emphasizes the significance of fundamental economic data and geopolitical events on global capital flows, particularly in U.S.-China relations influenced by AI advancements. Additionally, the Hyperliquid platform is introduced, showcasing its potential in financial product innovation amidst a backdrop of changing liquidity landscapes.Tue 10 MarEverything You Need to Know About OilAvi and Jonah analyze the oil markets, particularly the influence of VTOL amid geopolitical tensions affecting prices and supply routes such as the Strait of Hormuz. They emphasize the importance of independent research in trading while discussing strategies that favor equities over oil shorting. The broader implications of these dynamics touch on how control over oil resources intersects with geopolitical power, highlighting potential investment opportunities in cryptocurrencies like Bitcoin during uncertain times.