O TYM ODCINKU
In this episode, we break down three things every crypto investor and trader needs to be paying attention to right now.
First, we react to a bold claim from Lily Liu of the Solana Foundation, that blockchain gaming is not coming back. We unpack why billions in investment failed to produce a single breakout title, where the real execution failures happened, and whether the thesis for Web3 gaming is truly dead or just waiting for someone to build it right.
Then, we get into the 18% crash in Circle's stock following a leaked regulatory proposal that could ban passive yield on stablecoins, a move that would eliminate an estimated 96% of Circle's revenue. We discuss what this means for USDC, how Tether is quietly positioning itself ahead of a major audit, and what the shifting stablecoin landscape means for the broader market.
We close out with a practical due diligence framework for getting into tokens early, whether altcoins or meme coins, covering tokenomics, circulating supply, founder backgrounds, and the red flags that separate legitimate projects from exit liquidity traps.
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Nothing in these podcasts are financial advice, just banter and vibes. Stay safe out there.
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