Dragonfly's Haseeb Qureshi: The Biggest Digital Assets Bull Market Has Started (Here's How I’m Positioned)
Haseeb Qureshi joins to catch us up on his portfolio, why he's extremely bullish on perps, tokenization, and prediction markets. He explains how more than half of Hyperliquid's volume is already real-...
26 Sep 29min
Se Yong Park: Why The Trillion Dollar Opportunity Is Social (Ground Floor)
Se Yong Park says FOMO has the first objective feedback loop in social media history: you made money, or you didn't. He frames it as social media three, the speculation graph following Facebook's soci...
24 Sep 18min
Carlos Domingo: Why Tokenization Goes From Billions To Trillions (Full Thesis)
Carlos Domingo says what Robinhood issued are debt securities, and the industry is conflating three very different products under one word. He walks through all three models, explains why only one giv...
22 Sep 17min
Ethena CEO: The Market Just Got 60x Bigger (Everything Changes)
RWA perps just expanded Ethena's addressable market from $2.5 trillion of crypto to $150 trillion of everything else. Guy Young explains why he thinks that's a bigger unlock than anything USDe has don...
20 Sep 18min
Kevin O'Leary: Crypto Becomes The 12th Sector Of The S&P (Full Thesis)
Kevin O’Leary joins us in NYC for an interview about his allocation and views on the digital asset market.Digital assets becoming the twelfth sector of the S&P was his core framing. He thinks it gets ...
19 Sep 12min
Circle CEO: The Entire Financial System Is Coming Onchain (We’re Still Early)
Jeremy Allaire joins us from the Arc mainnet launch event in NYC this week to discuss the explosive growth ahead of agentic finance.Mobile existed for fifteen years before iOS and Android made it actu...
18 Sep 14min
Will Peck: How WisdomTree Went From $30M To Over $1 Billion Onchain (Full Breakdown)
WisdomTree's Head of Digital Asset's Will Peck joins us for Episode #1 of Convergence, our new institutional product for sophisticated investors in partnership with Jacquelyn Melinek and StrataMedia.W...
16 Sep 34min
CMS Holdings: The Next Bull Market Is Upon Us (How To Position For Success)
CMS Holdings operator Dan joins us for a conversation about positioning for the next bull market.Tokenized equities end up bigger than stablecoins, and Dan Matuszewski thinks most people have the reas...
15 Sep 40min
