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LIVE Hivemind: Crypto Treasury Companies, Sui Hack & Solana’s New Consensus
Duration: 01:11:35
May 31, 2025
- The discussion focused on crypto treasury plays, where companies raise capital through convertible debt to purchase assets like Bitcoin, ETH, and Solana, and the potential risks of liquidation cascades and market corrections when the debt matures.
- A key point revolved around Tether's new EVM chain called Plasma, and its potential to disrupt existing stablecoin transfer ecosystems, particularly Tron, as well as its likely impact on Circle's USDC and its upcoming IPO.
- The group discussed a recent hack on the Suie blockchain and the controversial decision by validators to freeze the hacker's assets, which led to a broader discussion about the levels of decentralization and censorship resistance across different blockchains, with Ethereum being highlighted as the most censorship-resistant.
Consensus Bets Pay Off In 2025 | Weekly Roundup
Duration: 01:00:21
May 30, 2025
- The podcast discussed the emergence of "Public Crypto Vehicles" (PCVs) acquiring cryptocurrencies and leveraging financial engineering, noting it can be profitable for initial investors but risky for retail investors.
- The speakers also discussed the potential for a Circle IPO, highlighting its possible valuation around $6.5 billion and the likelihood of BlackRock's involvement as a major investor.
- Lastly, the podcast covers contrarian investment ideas such as looking at older projects such as Oiler and Maple, and the importance of compounding gains over time instead of gambling on leveraged positions.
The Bitcoin Treasury Playbook With Tyler Evans & Josh Solesbury
Duration: 01:03:50
May 26, 2025
- Michael Saylor innovated by being the first mover in the US market to offer Bitcoin exposure through MicroStrategy's balance sheet before the availability of ETFs.
- Public companies raising capital to hold crypto assets on their balance sheets has surged, with approximately 40 companies raising roughly $17 billion between January and May, marking a significant disruption in capital markets.
- MicroStrategy's outperformance of Bitcoin is attributed to Sailor's ability to use capital structure engineering to increase the amount of Bitcoin value per share, amplified by his marketing skills and ability to "captivate" the market.
The Bull Case For Ethereum
Duration: 01:07:24
May 19, 2025
- The speaker believes capital is rotating into Ethereum following Bitcoin ETF approval, anticipating similar ETFs and highlighting Ethereum's strong fundamentals like deflationary supply and dominance in DeFi/NFT spaces.
- Ethereum is exhibiting bullish technical signals, including a breakout from a massive ascending triangle, and the speaker expects it to mirror Solana's price action by forming a bull flag and potentially reaching its 2021 high.
- Layer-2 scaling solutions like Polygon and Arbitrum, as well as staking solutions like Lido, are poised to flourish within the Ethereum ecosystem, particularly after the upcoming Dencun upgrade.
The Next Phase of the Bull Market | Weekly Roundup
Duration: 01:07:56
May 16, 2025
- The hosts discuss ECC, a crypto conference that doubled in attendance year-over-year, suggesting renewed excitement and focus on infrastructure building within the crypto space during the current downturn.
- They debated the likelihood of a soft landing vs. recession, highlighting the confusing signals from booming consumer activity (e.g., Taylor Swift's tour) alongside concerning economic indicators like high credit card debt and unsustainable stock valuations, finally agreeing that unsustainable fiscal spending is buoying the economy.
- Wrapping up, the hosts examined recent Big Tech earnings, noting a market largely being driven still by a few behemoths, but warning that several market dynamics, like the lack of short sellers, the rise of AI sentiment tracking, and outsized influence of index funds propping up earnings, has led to a "Mania phase," where valuations run contrary to fundamental investing.
Hivemind: ETH Pump, Solana’s Edge & the New Meme Meta
Duration: 01:05:52
May 15, 2025
- The podcast highlights a recent ETH-led rally, noting its broad-based nature and exploring potential drivers, including short squeezes and the lack of institutional ETF flow impact.
- Solana (SOUL) is experiencing a unique bid due to the availability of discounted, locked SOUL tokens from the FTX estate, creating opportunities for publicly listed companies to gain public market exposure.
- The hosts discuss the potential of Worldcoin, with one host expressing strong bullish sentiment due to its long-term vision for identity verification in the age of AI, despite challenges like emissions and regulatory concerns.
Why Apollo Created Their Onchain Credit Fund | Christine Moy, Carlos Domingo & Tarun Chitra
Duration: 01:11:34
May 12, 2025
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The speakers discussed the tokenization of private credit, highlighting its potential to modernize asset creation, distribution, and management by enabling multi-asset interoperability and programmability on a single operating system.
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Securitize and Gauntlet have launched a levered RWA strategy powered by Morpho using Acred on Polygon which allows investors to recursively create a leveraged position that gives a much higher yield than the original Apollo managed multi-asset credit fund.
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Apollo is focused on leveraging tokenization to expand access to alpha generation and reach the next generation of crypto-native investors by offering a total diversified portfolio on chain, accommodating their investment preferences and digital fluency.
Coinbase Buys Deribit, Stripe’s Stablecoin Launch, and Ethereum’s Pectra Upgrade
Duration: 01:03:05
May 9, 2025
- Pectra's recent launch on the Ethereum mainnet aims for a more user-friendly experience by reducing clicks, enabling smarter wallets, and lowering transaction costs.
- Stripe is expanding its global reach with stablecoin offerings, now providing stablecoin accounts in over 100 countries, creating a complete payment circle for merchants.
- Coinbase's acquisition of Deribit for $2.9 billion signals a trend of crypto exchanges consolidating to offer more diverse products and gaining funded user accounts.
Token2049 Takeaways (Live) | Weekly Roundup
Duration: 00:21:20
May 7, 2025
- The podcast emphasizes the growing excitement among institutional players like BlackRock and major payment processors about the potential of crypto, indicating a shift towards mainstream acceptance and integration of blockchain technology.
- There is a noticeable transition in the crypto community, with many original founders stepping back while a new generation of developers and projects emerges, suggesting a potential renewal of innovation in the space.
- The discussion highlights the importance of the regulatory environment and infrastructure development, noting that with clearer regulations and technical advancements, the crypto industry is better positioned for scaling and mass adoption.
The Ultimate Coinbase Debate: Can It Survive? | Jeff Dorman
Duration: 01:15:20
May 5, 2025
- The discussion emphasized the importance of fundamentals in evaluating crypto assets, with Jeff Dorman outlining three forms of value: financial, utility, and social, and how they influence investment decisions.
- A critical analysis of Coinbase highlighted its struggles against competition, primarily due to a lack of integrated services and customer discontent, raising concerns about its future growth and market position.
- Jeff Dorman pointed out the potential for a DeFi-led transformation of asset ownership, suggesting that as traditional assets become tokenized and integrated into blockchain ecosystems, the winners will be those protocols that deliver both utility and adhere to strong financial fundamentals.