ayyyeandy

Hosted Sean Li of Magic Newton recently to discuss the crypto x ai crossover at large, what he's focused on, and the future of agents onchain.

This space is moving at a rapid pace.

https://www.youtube.com/watch?v=DLDYzWftkOw

A crypto channel called “show me the revenue” which focused on the highest earning crypto products and their tokens would slap right now.

Had a great conversation with Pranav, a portfolio manager at Vaneck, about the renewed interest in crypto IPOs, new ways to launch tokens, and how he's thinking about the liquid markets today.

Good for VCs & traders.

https://www.youtube.com/watch?v=cxFJgVXEJgI&feature=youtu.be

Will Circle (CRCL) flip Coinbase (COIN) this year?

Tron going public is a sign of mania.

Circle pumping hard from IPO is a sign of mania.

Billion dollar Bitcoin leveraged vehicles is a sign of mania.

Privy being acquired by Strip is a sign of mania.

This tweet is a sign of mania.

The end.

And to those of you in the old school who believe this is a bubble, you simply have not understood the new mathematics of the blockchain or you did not care enough to try. Bubbles are mathematically impossible in this new paradigm. So are corrections and all else.

Had a really good conversation with Rune, original co-founder of MakerDAO, about the revenue potential of Sky, his views on DeFi & agents, and the stablecoin supercycle.

DeFi is on fire right now.

https://www.youtube.com/watch?v=9EkuvZ-LTFQ

I'm so bullish on Euler and Maple.

Missed them both off the lows, but both of these teams are doing incredible work in DeFi. Love to see it.

Aave is a sleeping giant.

Maple has exploded.

Euler is the comeback story of the year.

Sky is a money printer.

Maker is back and pumping.

Unichain is live.

Yield Basis mainnet soon.

Fluid is crushing.

Hyperliquid dominating perps.

DeFi has returned in a massive way. Embrace it. Open finance is here to stay.

When does the Pump ICO go live???

Asking for a friend…

Virtuals is leading the crypto x AI category and its not really close.

The first Bitcoin ETF was launched 15 months ago.

Feels like a decade in crypto terms.

People calling the top on Hyperliquid because Coinbase launched perps in the US will be blown out.

Take a step back.

Think logically.

The total market for perps is going to explode this year into next. Stocks will likely transition to 24/7 in the near future.

Perps will become a household Wall St product as well.

I bought HYPE at $2 with decent size for my portfolio, so I’m biased as it’s one of my biggest positions now.

The thesis is simple.

Hyperliquid.

If Bitcoin can stay strong here & even trend up, it will solidify its position as a store of value asset for all investors worldwide.

Big moment for its narrative imo.

Great podcast with Curve founder Michael about his new DeFi invention, Yield Basis & what this means for Bitcoin yields onchain.

Whitepaper dropped yesterday. Mainnet soon-ish.

https://www.youtube.com/watch?v=I-zOlyorTxw

Blockchain was meant for this exact era of human history.

Political instability, a new digital age, corporation owned AI, central bank currency spirals, corrupt companies, and broad lack of trust in institutions is where the core usecases truly shine.

Had a great interview with Haseeb of Dragonfly VC a few weeks back about his advice from Balaji, thoughts on BTC treasury vehicles, Robinhood vs. Solana and more.

One of my fav segments from the TV so far.

https://www.youtube.com/watch?v=7ZGBhbpbz0Q

The year is 2030:

- AI exists in physical form, replacing some form of intimate relationships
- BTC is $888,888 and Peter Schiff finally capitulated
- Homeschooling is far more common
- A massive war between user-owned AI & large corporations is unfolding
- Several countries have defaulted on their debt, and now use BTC as a reserve currency
- Gold is $10,000+ and talks of returning to gold standard ensue
- Some form of UBI is in place to keep riots down and people calm
- People have left urban areas in favor for peace & quiet in rural areas
- Robocops exist

What else???

Just recorded an insightful pod with @ai to better understand how he's thinking about investing at the intersection of crypto x ai.

We touched on onchain IPOs, investable sectors, some of our favorite companies, and how to reason about this emerging space.

Out soon!

Recorded this one last week with Felix Jauvin.

Everything you need to know about macro, the 'trade after the trade' and Bitcoin's stability as a macro asset.

Enjoy.

https://www.youtube.com/watch?v=FYNfx59WiOY