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From BlackRock to Ethereum: Betting It All on ETH | Joseph Chalom
September 1, 2025
- BlackRock's evolving view on crypto, culminating in Bitcoin and Ethereum ETFs, stemmed from extensive client conversations, regulatory developments, and the maturation of the crypto ecosystem.
- Institutions are increasingly drawn to Ethereum due to its established security, significant liquidity, and the potential for tokenizing real-world assets on its network.
- Joseph Shalom joined ESBET, an Ethereum treasury company, driven by a long-term belief in Ether's potential, its ability to generate yield, and the opportunity to build businesses within the Ethereum ecosystem, not just accumulate ETH.
Will Crypto Peak in 2025 or 2026? Onchain Data Signals | Michael Nadeau’s DeFi Report #5
August 26, 2025
- Market psychology is poised to drive capital into non-yielding assets like gold and Bitcoin as rates decline and inflation rises.
- The Bitcoin Fear and Greed Index recently dipped into "fear," reflecting Bitcoin's recent flat performance.
- Ethereum (ETH) is currently outperforming Bitcoin, suggesting a shift towards a "risk-on" crypto market.
We’re Still Early to The Institutional Crypto Cycle | Eric Peters, CIO Coinbase Asset Management
August 25, 2025
- The discussion centers on the idea that Bitcoin or another cryptocurrency could become the dominant sovereign currency.
- A key point is the perception that only a small fraction of Tradfi (traditional finance) individuals believe Bitcoin will achieve global dominance.
- The conversation highlights the inherent conflict between cryptocurrencies and governments, given the latter's reluctance to cede control over money creation.
ROLLUP: Market Top? | $3B ETH ETFs | Saylor Minting Shares | Fed Turns Bullish
August 21, 2025
- The speaker views the current market pullback as minor, characterizing it as a return to pricing levels from only a few weeks prior, around August 4th.
- Despite the overall optimism, the speaker acknowledges investor concerns and mentions the macro worries of potential stagflation.
- The speaker references a weak jobs report over the last two weeks coupled with high PPI numbers from the prior week as an indicator of a "double whammy" of economic indicators.
Who Really Controls the Dollar? | Jeff Snider
August 20, 2025
- Despite sanctions, Russia continues to access the international financial system through the eurodollar system, which uses non-sanctioned middlemen banks willing to take on currency and geopolitical risks for a fee.
- The strength of the ruble, despite sanctions, is due in part to these financial entities facilitating transactions and to Russia's capital controls, but it also suggests Russia is deliberately reducing its exposure to the global monetary system.
- While some propose a move to commodity-based reserves, the speakers agree that the current system prioritizes liquidity, and Russia's actions, such as making eurobond payments, show they intend to remain within the global financial system.
LIMITLESS: Aravind Srinivas: Perplexity CEO’s All-In Gamble to Take Down Google
August 19, 2025
- Perplexity is betting on a future where AI agents handle mundane online tasks, leading to more enjoyable internet usage and a shift towards curiosity-driven exploration.
- The key to navigating the AI-rich internet lies in fostering critical thinking skills, helping users discern truth from AI-generated "slop" and personalized echo chambers.
- Perplexity aims to create a superior "information router" by classifying queries, utilizing diverse data sources and generative UIs, and embedding AI natively within the Comet browser to enhance user agency.
Why Passive Investors Lose | Contrarian Investor Michael Green
August 18, 2025
- The speaker draws parallels between the subprime mortgage crisis and the current popularity of passive investing, suggesting both involve herd mentality and overvaluation of assets.
- The speaker contends that passive investing's algorithm-based buying and selling, detached from company fundamentals, can lead to increased market volatility, especially during downturns.
- It is argued that despite the common belief in the long-term outperformance of passive investing, this has not been effectively proven due to the relatively short history of index funds.
ROLLUP: BTC ATH & ETH Near ATH | Stripe & Circle L1s | Monero 51% Attack
August 15, 2025
- The Producer Price Index (PPI) unexpectedly came in high which initially scared the market, but analysts like Tom Lee believe this is just a temporary "graze" and that dips will continue to be bought as they have since late 2022.
- Ethereum (ETH) market cap hit an all-time high and ETH ETFs experienced substantial inflows, indicating growing institutional understanding and adoption of ETH as a major crypto asset.
- Circle and Stripe are launching their own stablecoin L1s (ARC and Tempo respectively), signaling a potential disintermediation of traditional banking, but the actual impact on the broader crypto ecosystem remains to be seen.
Roman Storm Verdict: A Turning Point for DeFi | Jake Chervinsky & Amanda Tuminelli
August 13, 2025
- The central issue in Roman's appeal is that Judge Fail may have incorrectly defined money transmission in relation to non-custodial crypto protocols.
- A Second Circuit Court of Appeals ruling against Judge Fail's definition could provide much-needed clarity for the crypto industry.
- While a favorable court ruling would be helpful, legislation could ultimately provide more comprehensive guidance for the industry.
ROLLUP: $3B ETH Whale | Roman Storm Verdict | Trump 401(k) Crypto Order
August 8, 2025
- The podcast highlights Tom Lee's significant accumulation of ETH, positioning him as a major player in the Ethereum ecosystem and sparking discussion about ETH treasury companies.
- Discussion around the Roman Storm verdict reveals that while partial outcomes exist now, the industry recognizes there is still more work to be done, but there is a very clear and open window for us to totally make lemonade out of this in a very big way."
- An executive order allows crypto in 401k, which is a big boost for mainstream adoption as trillions locked in retirement accounts become potentially available for investment over the next 6-12 months.
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