More Than Speculation | The Chill Crypto Convo

Launchy
  • 0.0 (0)
  • Technology
  • Updated Biweekly

A crypto podcast by @2lambro and @ManoppoMarco | We talk about all things crypto from builders' and investors' perspective. Expect a mix of degeneracy combined with thoughtful musings.

  1. 1d ago

    You might have done something illegal in yor crypto journey: With Russel from Ava Labs

    In this episode, we talked about what's legal and illegal in crypto, if it's illegal to use privacy and mixer tools to obscure your transaction, and even using VPN to access your CEX and DEX------------------------------Follow Russel's Twitter 👉 https://x.com/CryptoEsq📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:00 Intro — who is Russell & how a VC lawyer fell into crypto01:35 ICO nostalgia: Chainlink, 4chan pool-ins & the trust-me-bro era04:41 Key milestones in crypto law: ETFs, Genius Act & Operation Choke Point 2.011:01 What's legal & illegal — VPNs, geo-blocking & the real risk of exchange bans16:10 Why perp DEXes moved offshore & why they're coming back now20:07 Privacy tools, Tornado Cash sanctions & where the line actually is27:11 Builder shenanigans — KOL shilling, pump & dump liability & SafeMoon as a case study33:28 Cap table abuse, Justin Sun vs. World Liberty & what founders can actually get away with41:17 Closing thoughts & what it takes to make it in crypto------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

  2. 4d ago

    Shaping up your mentality to trade in 2026 crypto space | With AltcoinSherpa

    In this episode, we talked about the strategy and mentality you need to have if you want to make it in 2026 crypto scene with AltcoinSherpa, a trader with 10 years of experience in the crypto space.------------------------------Follow AltcoinSherpa's Twitter 👉 https://x.com/AltcoinSherpa📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:00 Intro — Who is AltcoinSherpa & How crypto has changed over 10 years02:04 Easier or harder to make money now? The 2021 vs. today debate04:32 Edge in today's market — CEX coins vs. onchain, scaling the right way08:17 AltcoinSherpa's trading routine — how he scans, builds lists & finds leaders13:12 TA setups, position sizing & stop loss philosophy18:26 Where are we in the market cycle? BNB, narratives & tickers he's watching now29:04 Lightning round — best/worst trades, Pepe 2023, Near 2021 & advice for small portfolios44:10 Underrated traders, Lambro's bags & what it takes to make it in crypto------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

  3. Sep 22

    How do price manipulation works in crypto? A guide into crime coins with CryptoSkanda

    How does crime token and price manipulation happens? How do you profit out of it as a retailer? In this episode, we breakdown everything about crime coin and how the "house" manipulate the price------------------------------Follow Skanda's Twitter 👉 https://x.com/thecryptoskandaHertzFlow's X👉 https://x.com/Hertzflow_xyz📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:32 Intro — who is Skanda & the origin of CryptoSkanda02:12 What is a crime token? Definition, mechanics & famous examples (MMT Momentum)07:02 How short squeezes work — supply control, liquidity vacuum & V3 concentrated liquidity16:32 Funding rate deep dive — how the house weaponizes basis, -2% rates & funding arb26:32 Venue & listing cost breakdown — KYC accounts, Sybil attacks & the real operating cost36:02 How to trade crime tokens as a retailer — OI signals, stop loss discipline & Hertzflow Alpha Skill51:32 Why crime tokens aren't going away — attention economy, CEX incentives & Hertzflow's vision------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

  4. Sep 17

    Is Digital Asset Treasuries (DATs) sustainable? Insight into MicroStrategy and Bitmine.

    In this episode, we breakdown whether DATs are sustainable as a companies, and whether if it's worth investing.------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/--------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:10 How does MicroStrategy DAT model works and is it sustainable?04:10 If Bitcoin went to extreme situation for years, will Strategy still survive?06:31 Is Bitmine as sustainable as Strategy as an ETH DAT?------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

  5. Sep 14

    Is DeFi Summer back in 2026? With DefiDave from United Founders Group

    In this episode, we delve into latest Robinhood utility plays, Arc vs Robinhood, and Ink catalyst------------------------------Follow DeFiDave's Twitter 👉 https://x.com/defidave📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:00 Intro — DeFi Dave & Lambro meet for the first time02:25 DeFi Dave's background: 9 years, Gelato, Frax, Redacted03:35 DeFi is back — why the energy at $80K Bitcoin feels like DeFi Summer04:43 Nothing is new — same DeFi mechanics, RWA just added meme coin volume05:06 Why PONS created the positive flywheel & what Robinhood chain got right07:13 UFG explained: anti-rug tech & the immutable treasury10:09 Lambro breaks down UFG mechanics: burn, redeem, pro-rata ETH floor14:22 Creator fees, revenue streams & what's coming next for UFG22:03 Blocmates' Robinhood 15 — rating projects one by one22:25 Long.xyz: savvy DeFi launchpad but no token, simplicity vs. features24:32 NetNet: cool culture but will it handle the way down like OHM V1?27:07 Longbowlend, Quotrons ERC-404 deep dive & the Ink chain connection33:10 HookFi & Uniswap V4 hooks — V4 didn't get traction until Robinhood35:52 Arrow Finance, Ramses, StonkBrokers & ORBIO one-liner rundown39:51 PareStocks vs. Pendle: why yield trading is too early on Robinhood44:03 Arc chain (Circle) breakdown — OTC premium, liquidity lock & the thesis48:15 Stock tokens vs. stable coins — why Robinhood has the better lore51:30 Future vision: municipal bonds, Yen carry trade & RWA beyond real estate53:07 Ink chain (Kraken) — Tydro, Nado, TGE catalyst & Kraken IPO56:32 What does it take to make it in crypto? Pain tolerance & patience------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

  6. Aug 31

    You need to short these altcoins in this bull market | Robinhood memecoin keeps pumping?

    In this episode, we explore the latest strategy that Lambro and marco are using to navigate the market. Lambro are planning to short coins that can't monetize the bull trend, he also shared a few of his memecoin play, including $PONS who made 2x from when this pod is livestreamed.------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:25 Intro & market update: BTC hits $80K, where do we go from here?01:50 ETF flow breakdown: $600M inflows04:15 How Lambro is positioned: trimming, eyeing $72K-$75K dips & pair trades06:30 Shorting coin that can't monetize the bull market: $SUI, $VET, $ATOM08:00 $CASHCAT & $PONS: The Robinhood Chain meta17:20 Carry trade on tokenized equities — interesting but not the endgame21:45 Atlas (LayerZero) deep dive: headless exchange, HIP-3 & builder mode explained27:30 FOMO app: how KOLs are faking PnL & what to look for38:00 Outro------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

  7. Aug 28

    How to earn yield with your onchain gold | With Kevin from Enhanced Finance

    Most crypto options vaults failed in 2021. Kevin (SushiKev), founder of Enhanced, thinks he knows why — and he's building the fix. In this episode, Lambro and Kevin break down Enhanced's PAXG covered call vault: how it generates real yield on tokenized gold, how the epoch and strike system works, and why RWAs are the right asset class for on-chain options. They also discuss what's coming next — multi-asset thesis vaults, income mode, and cash-secured puts.------------------------------Follow Kevin's Twitter 👉 https://x.com/sushikevEnhanced's X👉 https://x.com/enhanced_defi📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:25 Intro & what is Enhanced — options-based structured products on-chain01:40 The PAXG Vol Income Vault explained: covered call strategy & yield mechanics04:50 Live walkthrough: epochs, strikes, spot settlement & how yield is calculated08:40 Why are you building options again? The 2021-2022 lessons & why timing is right now14:55 Why PAXG & RWAs are the right asset class for options (not BTC/ETH)17:00 Roadmap: income mode, multi-asset thesis vaults & prediction market positions24:50 Lambro's user experience & the case for cash-secured puts next27:00 Final question: what does it take to make it in crypto?------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

  8. Aug 26

    Where is DeFi going? | Anton Nell from Flying Tulip

    In this episode, we dive into Flying Tulip, a DeFi infrastructure that would be a one-stop solution for DeFi user, and how the future of DeFi is shaping.------------------------------Follow Anton's X👉 https://x.com/AntonNellCryptoFlying Tulip X👉 https://x.com/flyingtulip_📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:26 Intro & Anton Nell's background — Andre Cronje's right-hand man00:54 What is Flying Tulip? Building connected on-chain financial primitives02:07 The capital efficiency problem: why DeFi silos are broken04:11 Where is Flying Tulip now? FTUSD stablecoin & lending market live06:26 FTUSD explained: delta-neutral stablecoin, how yield is generated08:43 Why did Anton leave DeFi in 2022? The Yearn & regulatory pressure story09:48 Why he's back: Andre never stopped thinking about DeFi10:48 Flying Tulip vs. past prototypes — what makes this one different12:17 TRS explained: long/short positions with capital-efficient collateral usage15:20 The vision: users shouldn't even know it's DeFi17:27 Growth strategy: horizontal (new chains — BSC next) & vertical (more TVL per chain)22:41 DeFi is maturing: revenue metrics to vanity metrics now23:41 Anton's closing take: early DeFi is dying, on-chain finance is what comes next26:24 Final question: what does it take to make it in crypto?26:47 Anton's answer: live the space fully — it needs to be part of you27:00 Outro & where to find Flying Tulip------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

See All (130)

About

A crypto podcast by @2lambro and @ManoppoMarco | We talk about all things crypto from builders' and investors' perspective. Expect a mix of degeneracy combined with thoughtful musings.

Information