Crypto narratives that will actually matter (and which won't) - Weekly 132

Everyone's got a narrative. Not all of them make it to the next cycle. We break down what we think actually sticks — and what's cope.-------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:25 Intro & Token2049 takeaways — the barbell market thesis03:45 Why there's no alpha launch this cycle — Monad, Bera, Ethena & consensus trades08:10 Backpack, mid-caps & why Lambro lost his edge on swing trading12:55 Papertrade deep dive — how the 1000x gambling perps mechanism works20:40 Builder wars — Blur chain shutdown, trench.com, Flood & what makes you switch apps28:05 Ledger supply chain attack breakdown & the private banking problem on-chain35:35 Sharpbyte vault, tokenized funds & the 10% yield unlock for TradFi41:25 Robotics data arbitrage — crypto people chasing the next yield farm------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.