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What happens when memecoin speculation collides with onchain equities? This week, Jason and Santi unpack why Robinhood’s tokenized stocks may be crypto’s hottest new battleground. They explore the $BONER–$HIMS squeeze, murky shareholder rights, FOMO’s bull-market signal, and whether Robinho...
Which tokens are actually worth owning in today’s market? This week, Yan Liberman shares his six-token portfolio and the framework behind each position. We dig into productive vs speculative assets, catchup trades and overlooked opportunities, how AI is reshaping crypto venture, what Delphi...
Can Robinhood turns the crypto trenches into a serious business? This week, we unpack Robinhood Chain’s explosive growth and what it could mean for tokenized markets, Ethereum, and traditional finance. We also explore the new meme-stock mechanics, Ethena’s neobank push, Hyperliquid’s U.S. p...
CLARITY failed, but SEC and CFTC action could still accelerate onchain markets. This week, we cover what's next for crypto regulation, debate the many-stablecoin thesis, and dig into Circle launching Arc and the S&P’s push into crypto data and security. We also discuss broken venture ma...
What happens when AI agents become the internet’s dominant users? This week, Jason sits down with Cloudflare CEO Matthew Prince to explore how AI agents could fundamentally reshape the internet’s business model. They discuss 1,000x agent traffic, why everything wrong with the world is Googl...
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