gm to those in it for the tech

One of the best interviews of the quarter for Robbie.
Zcash cofounder on privacy, shielded transactions, the "swiss bank in your pocket" idea and how ZEC fixed many things about BTC.

Notice how the valuations of all recent token launches outside of Monad & Stable have been extremely muted.
Nature is healing. Game ain't the same anymore.

When will new ATHs come?

FOMC LIVE: Mention Markets Mega Stream w PMT
Absolute heater of a stream here today. LFG.

Sentiment around Stable is pretty bad, yet sentiment around Tempo is extremely positive.
Stablecoin L1s will be very interesting to reflect on in a year or two.

Rank the following 1-5:
Hyperliquid, Base, Lighter, MegaETH, Monad

Never understood why people want Ethereum to fail.
None of your bags will pump until ETH does. Its always the same story.

I will not be shaken out.
I will be patient.
I will remain optimistic about the role of crypto in the future.
I will continue to build day in and day out.
I will extend my time horizon longer than most participants.
I will outlast my competition.
I will simply win.
We will win, together.
The rally to new ATHs will be glorious. The legitimization of our industry is happening right before our eyes. What an amazing spot to be in. Stay the course fam.

Is the 4 year cycle over?
Are we going to make it?
First day back from Basel today on the stream.
Great lineup today. Interviewing @ArthurB, @jasonbadeaux, @marklg
Come hang, were firing today

So what ever happened to those Up Only episodes???

In case you missed it, we had Illia on AI Supercycle this past week for an update on private AI, the new product releases, and his general views on the growing AI sector.
Great for investors interested in AI.

A few predictions:
1. Digital assets become deeply entrenched in US finance markets
2. Retail completely leaves in H1 2026
3. Value concentration in institutional DeFi flows to Aave, Chainlink and a few core others
4. More ETFs for top 100 cryptoassets
5. Staking becomes a normal term in finance by H2 2026

We do a lil’ livestreaming 🥂
May do a special call in from Miami. Flying back home today after Basel, @robbie_rollup running the game today. 3 great guests.
Go say hi & let’s have a banger week.

Some of these digital asset treasury companies have bought so high that they are down -50% on their capital in less than 3 months.
Absolute insanity