168X

Mr. Z
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168X is where frontier tech meets capital. Raw convos with the founders and funders shaping what’s next. Hosted by ex-banker turned builder, Mr. Z @168MrZ

Episodes

  1. John D'Agostino on Regulation, Prediction Markets & Crypto Cycles: Coinbase’s Everything Exchange Vision

    1D AGO

    John D'Agostino on Regulation, Prediction Markets & Crypto Cycles: Coinbase’s Everything Exchange Vision

    John D'Agostino, Head of Strategy at Coinbase Institutional, bridges traditional finance and crypto. With a background in commodities and multiple market cycles, he brings a cross-asset perspective to regulation, market structure, and crypto’s long-term role in global markets. In this episode, we go deep on: Why Coinbase is optimistic the Clarity Act could pass in 2026 — and what regulatory clarity means for stablecoins Coinbase’s ambition to become the “everything exchange,” from equities and bonds to crypto and prediction markets Why prediction markets like Polymarket and Kalshi are powerful information engines How open architecture allows markets to compete organically Why crypto volatility is structural — and why institutions aren’t shaken by another cycle The crude oil analogy: price swings don’t invalidate long-term value Subscribe on Youtube: https://youtu.be/AND1bSzh31o?si=v8gbCHXnibKIigtP Follow John on X: https://x.com/johnjdagostino Follow Mr. Z on X: https://x.com/168MrZ Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com

    4 min
  2. Dovey Wan on Bitcoin, AI & TSMC: The New Global Power Structure

    3D AGO

    Dovey Wan on Bitcoin, AI & TSMC: The New Global Power Structure

    Dovey Wan is the Founder of Primitive Ventures, one of the most globally connected crypto-native investment firms. Since entering the industry in the early cycles, she has become a sharp observer of liquidity flows, macro regime shifts, AI × crypto convergence, and the geopolitical chessboard shaping semiconductors and digital assets. In this episode, we go deep on: Why Bitcoin structurally diverged from ARKK — and what that says about liquidity rotation How the GPT moment transformed AI from narrative to cash-flow-generating assets Why white-collar workers may be the “horses” of the AI era TSMC’s geopolitical strategy across the U.S., Japan, and Taiwan Taiwan’s role as a strategic asset in U.S.–China competition Why the real bear market isn’t loud — and why 2026 may be a volatility regime How the SpaceX IPO could become a massive liquidity extraction event The difference between surviving as a directional trader vs thriving as a vol trader Follow Dovey on X: https://x.com/doveywan Follow Mr. Z on X: https://x.com/168MrZ Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com

    19 min
  3. Haseeb on AI, AGI Timeline, 10/11 & the Only Rule That Matters in Crypto

    5D AGO

    Haseeb on AI, AGI Timeline, 10/11 & the Only Rule That Matters in Crypto

    Haseeb Qureshi is the Managing Partner at Dragonfly, one of the leading global crypto venture firms. Since entering crypto in 2017, he has become one of the most thoughtful voices on market structure, macro cycles, AI × crypto convergence, and the long-term evolution of digital assets. In this episode, we go deep on: Kyle Samani leaving crypto and what it signals about the industry’s maturation Why crypto may have been built more for machines than for humans AI agents, smart contracts, and the future of machine-native commerce Whether we are truly near AGI — and why historical timelines matter What structurally shifted in the market after October 11 The one rule that matters most in crypto: survival Follow Haseeb on X: https://x.com/hosseeb Follow Mr. Z on X: https://x.com/168MrZ Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com/

    11 min
  4. EP1: Joseph Chee on Building Solana Company

    11/06/2025

    EP1: Joseph Chee on Building Solana Company

    "$SOL will hit $500 within six months — and reach $1,000 in the next cycle." 1:24 – Intro: Joe's Unconventional Path 2:47 – From Wall Street to China's Rise 9:18 – UBS Glory Days: China's Golden Decade 14:39 – Post-2008: From Conviction to Compliance 16:12 – Summer Capital: Banker to Entrepreneur 18:00 – Why Solana? The Data Speaks 19:29 – Solana Company $HSDT: Institutional-Grade DAT 27:48 – Deal Structure: Partnering with Pantera Capital 34:30 – Dual-Listing: Is Hong Kong Next? 35:04 – Becoming Solana's Berkshire Hathaway 38:33 – Macro & Crypto Cycles: The Setup for $SOL 40:08 – The Hidden Alpha 168X (@168X_Fortune) is where frontier tech meets capital — bridging Eastern wisdom and Western innovation. Raw conversations with the founders and funders shaping what’s next. Hosted by ex-banker Mr. Z (@168MrZ).

    40 min
  5. EP3 ft. Manuel Stotz: Manny's Vision for TON Strategy (NASDAQ: TONX) & Satorica

    08/20/2025

    EP3 ft. Manuel Stotz: Manny's Vision for TON Strategy (NASDAQ: TONX) & Satorica

    TON of Alpha Episode 3: Manny's Vision for TON Strategy (NASDAQ: TONX) & Satorica w/ Manuel Stotz from TON Strategy (NASDAQ: TONX) 1:00 – Intro: Mr. Z @69420MrZ welcomes Manny — TON’s $558M man 1:50 – Goldman → Kingsway → Bitcoin → TON 3:00 – 3B Unbanked → Why TON = real-world crypto 4:40 – Bitcoin = New Continent → TON = Next Satorica 6:00 – Cyberspace: Property, Liberty & Proof of Work 10:00 – Altcoins, Stablecoins & @telegram's scale 11:00 – @durov = GOAT → Telegram’s edge 13:25 – Web1→Web2→Web3: Info → Financial flow 16:20 – $558M PIPE & TON DAT on NASDAQ $TONX 18:20 – Permanent Capital vs ETFs → TON playbook 20:15 – TON’s delta vs ETH & SOL → Biggest upside 21:50 – NASDAQ: TONX = Only TON DAT → Proxy stock for Telegram 24:10 – TON not in U.S. yet → ATH path 25:50 – The Playbook: Book value, staking, revenues 32:50 – Scaling TON Strategy (NASDAQ: TONX): $1B → $10B → $100B+ 36:16 – Telegram-TON stablecoin → Trillion $ vision 37:42 – TON as Telegram’s national currency 44:00 – tgBTC & Stablecoins → Path to mass adoption 55:50 – Why the TON DAT narrative matters 57:20 – Manny on leadership & freedom mission 59:00 – 🔥 The alpha no one else is talking about 💎 TON of Alpha — The Open Show for Institutions and Billions. Powered by @TONX_Studio & @kton_io, early TON miners since 2021.

    1h 3m
  6. EP2 ft. Kirill Malev: Venture Building on TON

    07/30/2025

    EP2 ft. Kirill Malev: Venture Building on TON

    In this episode of TON of Alpha, host Mr. Z sits down with Kirill Malev to unpack the playbook for building in the TON ecosystem. From the TON Treasury Company model to the tokenization & compliance outlook, and bold predictions for TON by 2026, this conversation offers rare, insider perspectives from one of the ecosystem’s most active venture builders. Agenda: 00:00 – Intro & How Kirill Got Into Crypto 02:26 – How TOP’s $1B Raise Impacts the TON Ecosystem 03:55 – TON/Telegram Evolution Through 2026 09:14 – Deep Dive Into TON DAT 13:52 – Sustainable TON Business Models 18:34 – Kirill’s Approach to Venture Building in TON 25:15 – Tokenization vs Regulatory Challenges 29:55 – Web3 VCs → Treasuries & Builders 36:24 – Advice for TON Builders 40:42 – @wallet_tg Role & What’s Next 42:57 – One Feature to Borrow From Another Chain? 44:00 – A Contrarian Take vs Current TON Builders? 45:26 – Dream TON Project With Unlimited Resources? 45:57 – What Milestone Proves TON “Made It”? 46:51 – Alpha Leaks 🎙️ TON of Alpha — The open show for institutions and billions. Powered by @TONX_Studio & @KTON_io, early TON miners since 2021.

    50 min
  7. EP1 ft. Jack Booth : What's Going On with TON NFT?

    07/07/2025

    EP1 ft. Jack Booth : What's Going On with TON NFT?

    We’re kicking off our first episode with a deep dive into the booming TON NFT scene. Joining us is Jack Booth, Head of IP at the TON Foundation, to unpack the trends behind this explosive phenomenon. Why has TON NFT daily volume overtaken Solana and Ethereum? How did Plush Pepe surge 1,000x? And why are major IPs like Pudgy Penguins, Bored Ape Yacht Club, Azuki, and even Snoop Dogg making their move? Tune in as we explore the hype, the strategies, and what it all means for the future of NFTs on TON. Agenda: 00:00 – Intro 01:37 – Telegram Gifts & Stickers at All-Time High: Hype or Real Trend? 10:28 – Jack on the Future of Social Experiences 12:32 – Viktor on Orange PFP Culture 13:36 – How to Add Value to IP: Sustainable Play in the TON Ecosystem (Pudgy Penguins Case) 18:38 – Celebrity & IP Culture Flywheel: Building Long-Term Value on TON & Telegram 25:34 – Quick Fire Round 25:51 – Where Will the Next Pudgy Come From? 26:13 – If You Could Onboard Any IP Tomorrow, What Would It Be? 30:41 – What Would You Do if You Ran the TON Foundation for a Day? 33:55 – Share One Alpha No One’s Talking About 35:07 – Closing Thoughts from Jack 🎙️ TON of Alpha — The open show for institutions and billions. Powered by @TONX_Studio & @KTON_io, early TON miners since 2021.

    37 min
  • 7 Episodes

About

168X is where frontier tech meets capital. Raw convos with the founders and funders shaping what’s next. Hosted by ex-banker turned builder, Mr. Z @168MrZ

Information

  • Creator
    Mr. Z
  • Years Active
    2025 - 2026
  • Episodes
    7