More Than Speculation | The Chill Crypto Convo

Launchy

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. 5d ago

    US stock market is about to reverse: Will Bitcoin dump to $55k?

    In this episode, we talked about the possibility of US stock market reversing to downtrend, a new YC-backed AI quant trading firm just beat Jane Street in returns, Robinhoods NFT, and the possibility of Neutrl's got exploited------------------------------📝 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/-------------------------------Timestamps00:23 Intro: Saylor keeps selling BTC to buy STRC02:14 Macro read: US market overheated, signs of Phase 403:12 AI bubble thesis: robotics IPOs & what pops it05:18 Using AI for stock trade signals & backtesting QQQ rotation07:03 Prodigy Research: YC quant fund claiming to beat Jane Street08:33 Lambro's take: if you're so good, why sell 7.5% to YC?10:08 Strategy capacity problem — MEV analogy for quant trading10:58 Cole (OG Pudgy Penguins founder) is back with Spritehood NFT on Robinhood Chain14:53 Is NFT dead on Robinhood? Stonk Brokers & Hyperio take16:55 Quick news: Harmony ($ONE) exploited for 2.8B tokens (~$3-4M)17:28 Neutrl stablecoin crisis: paused minting, protocol reserves affected19:23 Neutrl's shady moves: 400-700x unlocks, TOS changes23:58 Back in the trenches: $CASHCAT, $PONS & a new Uniswap V4 play "Vibe"25:53 Vibe token deep dive: $2M → $3M cap, cooked dev background28:03 Outro & $CASHCAT bag check------------------------------🚨 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. Aug 11

    New York sues prediction market Kalshi: What's next for prediction market?

    In this episode, we talked about Kalshi and other prediction market. How would they survive all these legal battles, and what would happen if they don't have the backings of president in the future.------------------------------📝 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 Is prediction market gambling or no?02:41 Kalshi got sued by New York state15:45 How would they resolve this legal battle in the end?21:31 Mastercard acquires BVNK------------------------------🚨 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. Aug 11

    Ethereum staking yield would be lower? Latest Ethereum proposal sparks controversy

    In this episode, we'll be talking about EIP-8361, a latest proposal from the Ethereum researcher concerning ETH yield staking. ------------------------------📝 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 & $CASHCAT pumps back to $100M market cap02:06 Lambro's week: Uniswap V4 hooks, FRONG, Lil Uni & POOLS memes04:46 Marco's week: STRC back to $94, still holding05:25 Saylor's plan: sell BTC to repeg STRC back to $10006:36 Is the market bottoming? Funds eyeing spot Bitcoin07:31 EIP-8361 explained: tapered issuance burn proposal09:35 EIP breakdown: staking rewards get burned past 50% supply staked12:18 Lambro's take: wrong priority, ETH needs adoption not emission cuts14:51 Solo stakers get squeezed as margin goes to zero15:23 Sonia from 3F: TradFi wants yield — destroying it is a mistake16:47 Did EIP-8361 move ETH price? Down ~1%, nobody cared17:21 Circle (Arc) mainnet going live September 16th19:14 Soju (Meteora prev co-lead): L1s with money should just acquire teams20:08 Circle vs. Tether: who wins the stablecoin war?22:55 What would you do as Arc's CSO? Strategy breakdown25:26 Circle's problem: B2B settlement vs. chain narrative26:20 Arc's identity crisis: perp dex, Morpho, launchpad — doing everything27:54 Western Union launches USDPT on Solana — biggest old-guard adoption29:30 USDPT details: Solana-only, $7.4M liquidity, 37 markets, high-inflation focus30:56 Quick takes: Blockworks research, DefiLlama expanding33:33 Five-time founder raises $30M — the VC waterfall math nobody talks about34:25 $CASHCAT side bet: higher or lower than $125M next week?36:20 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.

  4. Aug 5

    Crypto cards: Actual utility or just clever marketing?

    In this episode we breakdown how crypto cards and neobank works behind the scene, how they operate, and whether if the hype is real or just marketing effort. Our guest, Thomas, co-founder of Paymentscan, an onchain crypto card data, shares his take on what the industry would look like 1 year from now------------------------------Follow (speaker)'s Twitter https://x.com/tsterethPaymentscan Xhttps://x.com/Paymentscan📝 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: crypto neobanks & stablecoin cards are the hot sector00:50 Thomas intro & what Paymentscan does01:38 How Paymentscan got started & the growth timing02:45 Key metrics: why volume beats TVL & transactions for neobanks04:27 Card issuers explained: Rain, Wirex, Kulipa & how they power neobanks05:32 First time using crypto for payments — Thomas, Marco & Lambro's stories07:40 Lambro's EtherFi card experience & the yield farming angle08:55 How the neobank stack actually works: issuers, wallets, Visa/Mastercard11:07 Top 2 cards Thomas uses: Plasma One & EtherFi12:03 Will neobanks launch tokens? RedotPay, KAST & the equity vs. token debate13:17 — Geography of users: RedotPay dominates Asia & Africa, EtherFi wins the West15:21 — Why RedotPay has no cashback but still wins — product market fit explained16:53 — Investor take: 20+ cards competing, will there be consolidation?18:51 — Self-custodial vs. custodial model: what happens when an issuer shuts down19:28 — Kulipa shutdown: how Ready & Solflare users were affected23:43 — Thomas's 3 predictions: hockey stick growth, non-crypto users, big fundraises25:48 — Thomas turns the mic: which cards do Marco & Lambro actually use?29:24 — What is Paymentscan's end goal? Transparency for an unregulated space31:32 — Final question: what does it take to make it in crypto?33:05 — Outro & where to find Paymentscan------------------------------🚨 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. Aug 5

    Who is Leopold Aschenbrenner? The man who made $20b, then lost it in days | 119

    In this episode, we talk about the return of InfoFi, KOSPI market crash, and the backgorund of Leopold Aschenbrenner, a fund investor who made $20b in AI craze, then lost it all in days.------------------------------📝 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 & Market check01:00 — Kaito Katalyst breakdown: new product, pivot from yaps to outcome-based marketing10:15 — KOSPI crash recap: 360k margin accounts liquidated, 2/3 under 3511:05 — Lambro's take: sitting out volatile markets & holding Berkshire16:36 — Leopold Aschenbrenner: $250M to $20B to margin call20:35 — Who's the next crypto main character? Mert, Saylor, Cobie?22:46 — ARC chain update: scams, fake bridges & Lambro gives up25:15 — Fake World Assets ($FWA): Uniswap V4 gacha hook explainer32:35 — Outro & market check teaser for next week------------------------------🚨 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. Jul 30

    The truth about crypto VC - Are they extracting from retail or giving value? - Real Question Ep.3

    We've seen many crypto projects raised hundred of millions, but with that amount of money, they still seem to have a hard time getting users, transactions, and revenues. What went wrong? Is VC only extracting from retail through this hyped project?-------------------------📖 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/-------------------------------Timestamp00:00 Intro: Recognizing the pattern 03:41 What does VC actually look for in projects?06:15 How does VC and project usually negotiate07:10 Does VC make money on all of projects they invested in?08:12 Why is most token invested by VCs are almost guaranteed to go down?10:17 Is airdrop broken or projects are using it wrong?12:51 Would you invest in tokens that already raised hundred of millions from VCs?------------------------------🚨 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. Jul 28

    What makes a good gacha product? Will DeFi vault regulated by SEC? | Weekly 118

    In this episode we talked about ARC chain, Base memecoin drama $BRIAN, Hyperliquid possibility of being banned in the US, Latest gacha platform on MetaDAO, and a statement from the SEC about 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/-------------------------------(Chapters)00:00 — Intro & Lambro's $CASHCAT bag update01:01 — Lambro's meme strategy: barbell sizing & bundler take04:18 — ARC chain & Tempo: early or not worth it?06:01 — Would Circle do memes better than Base? Brian Armstrong take08:27 — Hot Wheels gacha raises $22M on MetaDAO — what's the thesis?11:12 — Dumb Money Show, Pokemon trade shows & the $8-figure exit13:00 — Watch.fun breakdown: why watches don't work for gacha16:07 — What makes a good gacha asset? Multi-audience, scarcity & price tiers18:38 — Whiskey vs. wine as collectibles (and why whiskey is gold)20:06 — Hester Peirce SEC memo: what it means for on-chain vaults24:02 — Trading the vault regulation outcome: long or short Morpho?29:13 — What does it actually take for a project to moon these days?30:28 — 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.

  8. Jul 24

    Maximizing your DeFi collateral with Symbiotic Finance | 117

    In this episode, we talk about the current state of DeFi, and how does Symbiotic Finance brings a fresh air by providing yields on your unproductive collaterals. We have Felix as Head of Growth from Symbiotic to enlighten us on these collateral markets.------------------------------Follow Symbiotic's Twitter 👉 https://x.com/symbioticfi👉 https://x.com/FelixLts📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------🙉 Listen this podcast on Spotify 🎧https://open.spotify.com/show/6DG3BaZWfpkZpTahKe9hmy📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:⁠⁠⁠https://launchy.app-------------------------------(Chapters)00:00 — Intro & state of DeFi: is the circular economy over?02:12 — Lambro's bear case on DeFi: why TradFi wins for him right now03:19 — Felix intro - What are Collateral markets07:11 — Symbiotic's products: vaults, curators & collateral framework08:49 — Liquid Lane deep dive: RWA early redemption liquidity16:25 — Symbiotic's North Star: cheapest cost of capital for USDC19:29 — Lambro's power user take: hurdle rate for parking capital in DeFi24:25 — At what yield does DeFi make sense? The bank vs. on-chain debate28:30 — The missing piece: using stock portfolios as on-chain collateral31:12 — Dream guests & closing takes (Cobie, Tether's Devasini)35:55 — Final question: what does it take to make it in crypto?37:03 — Outro & where to find Symbiotic------------------------------🚨 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.

    Maximizing your DeFi collateral with Symbiotic Finance | 117
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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.

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