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

  1. DASTAN CEO Loxley Fernandes on Myriad’s Seed Round, Prediction Markets & Asia Strategy

    ٩ أبريل

    DASTAN CEO Loxley Fernandes on Myriad’s Seed Round, Prediction Markets & Asia Strategy

    Loxley Fernandes is the CEO and Co-founder of DASTAN, the company behind Decrypt, Rug Radio, and Myriad. In this episode, Loxley shares why prediction markets could become a powerful new layer for media, why Myriad is being built inside content flows, and how DASTAN sees the long-term opportunity across media, markets, and distribution. We also discuss Myriad’s user behavior, liquidity and market design, its positioning with BNB Chain and USD1, and why Asia remains an important part of the company’s long-term growth strategy. Timestamps: 00:00 Intro 01:21 The origin of Myriad and why DASTAN built it 04:55 What investors are really betting on in Myriad 09:24 Why prediction markets could become a new media layer 12:19 Myriad’s core users and best-performing markets 15:32 The BNB Chain and USD1 partnership 18:54 Asia expansion, Mandarin, and regulation 21:42 How media brands can embed Myriad and earn from it 24:03 Myriad’s 2026 goals and long-term vision Subscribe on Youtube: https://www.youtube.com/@168X_Fortune Follow Loxley Fernandes on X: https://x.com/Loxley_eth Follow Victor on X: https://x.com/vcmktasa 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/

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  2. Babylon Co-founder David Tse on Bitcoin Staking, Trustless Security & Bitcoin-Native Markets

    ٢٣ مارس

    Babylon Co-founder David Tse on Bitcoin Staking, Trustless Security & Bitcoin-Native Markets

    David Tse, Co-founder of Babylon, discusses why Bitcoin should not be viewed as a short-term speculative asset, but as a long-term foundational layer for decentralized security, how Babylon is building a trustless Bitcoin staking marketplace, and why the future of crypto lies in connecting Bitcoin with the broader blockchain ecosystem. The conversation explores Babylon’s roadmap and product design, its integration with Aave, the concept of two-sided marketplaces in Bitcoin staking, and why long-term builders focus on resilience over price prediction. Timestamps: 00:00 Introduction: Background of Babylon and its vision for Bitcoin staking 01:12 What problem Babylon is solving in the Bitcoin ecosystem 02:45 Why Bitcoin needs utility beyond store of value 04:10 Trustless Vault concept and how it works 06:30 Babylon’s architecture and security assumptions 08:44 Product roadmap: testnet launch and timeline 09:26 Integration with Aave as the first major use case 11:00 Long-term roadmap and expansion to more applications 12:44 TVL targets and early growth expectations 13:13 Bitcoin price discussion and why forecasting doesn’t matter 14:56 Babylon as a two-sided marketplace connecting Bitcoin and other chains 16:00 Trustless systems vs human preference for centralization Subscribe on Apple Podcasts 👇 https://podcasts.apple.com/tw/podcast/168x/id1829536080 Follow Mr. Z on X 👇 https://x.com/168MrZ Follow Victor on X 👇 https://x.com/vcmktasa Follow 168X on X 👇 https://x.com/168X_Fortune Subscribe to our Substack 👇 https://168x.substack.com/

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  3. Ex-Cypher Capital’s Bill Qian on AI Capital Rotation, Bitcoin’s Duality & Geopolitical Risk

    ١٨ مارس

    Ex-Cypher Capital’s Bill Qian on AI Capital Rotation, Bitcoin’s Duality & Geopolitical Risk

    Bill Qian, Founder of @cyphercapital Cypher Capital, discusses how capital is rotating from crypto into AI, why the Middle East safe haven narrative is breaking, and how investors should rethink Bitcoin, geopolitics, and portfolio construction in an unpredictable world. The conversation explores AI vs crypto cycles, war-driven capital shifts, Bitcoin’s role in crisis scenarios, and why survival — not prediction — is the only strategy that matters. Timestamps: 00:00 Introduction: Bill Qian’s background and role at Cypher Capital 00:47 Why he moved early into the Middle East 01:36 What the dominant investment narrative was in 2021 02:35 Capital flows: why AI is absorbing attention from crypto 03:42 Is AI in a bubble? 05:49 Why he chose to “press pause” and reassess cycles 06:59 Why mega VC funds are getting bigger 10:16 Middle East conflict and the breakdown of the safe haven narrative 14:59 Why investors must always assume they can be wrong 16:52 Asset allocation: stocks, Bitcoin, gold, and portfolio construction 20:00 Bitcoin vs gold: how he thinks about the two today 22:43 Are hard assets entering a supercycle? 23:49 Is Bitcoin sentiment finally low enough? 24:21 Bitcoin resilience in crisis vs gold’s limitations 26:37 Bitcoin mining, energy, and why mining is now a financing game 28:02 2026 market outlook: volatility, macro, and why most people shouldn’t predict 30:29 Trump, war incentives, and why he believes de-escalation is likely 31:46 Final advice: margin of safety, humility, and survival Subscribe on Youtube: https://www.youtube.com/@168X_Fortune Follow Bill Qian on X: https://x.com/billqian Follow Mr. Z on X: https://x.com/168MrZ Follow Victor on X: https://x.com/vcmktasa Follow 168X on X: https://x.com/168X_Fortune Subscribe to our Substack: https://168x.substack.com/

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  4. Altius Labs’ Cofounder Annabelle on Parallel Blockchains & Institutional On-Chain Trading

    ١ مارس

    Altius Labs’ Cofounder Annabelle on Parallel Blockchains & Institutional On-Chain Trading

    Annabelle, Cofounder of Altius Labs, discusses how Wall Street trading giants like Citadel and Jump are moving assets on-chain — and why blockchain infrastructure still isn’t ready for full institutional high-frequency activity. Altius is building a VM-agnostic, high-performance execution stack to upgrade L1/L2 performance, enable parallel execution, and bridge the gap between decentralization and institutional-grade speed. Timestamps: 00:23 Wall Street trading giants moving assets on-chain 01:36 The real bottleneck: blockchain infrastructure performance 02:08 Altius’ EVM stack for upgrading L1/L2 performance 03:16 Decentralization vs speed — the structural trade-off 04:26 Why VM-agnostic architecture matters 05:31 Parallel execution (Sui, Aptos, Solana comparison) 06:19 Concurrency and execution-level optimization 06:40 2026 market sentiment vs on-chain activity reality 07:40 Why bear markets are the best time to build 08:17 TradFi–crypto convergence as a “full circle” moment Subscribe on Youtube: https://www.youtube.com/@168X_Fortune Follow Annabelle on X: https://x.com/_annabellehuang 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/

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  5. Franklin Templeton’s Chetan Karkhanis on Bitcoin ETFs, Tokenized RWAs & Yield Innovation

    ٢٢ فبراير

    Franklin Templeton’s Chetan Karkhanis on Bitcoin ETFs, Tokenized RWAs & Yield Innovation

    Chetan Karkhanis from ⁨Franklin Templeton represents one of the largest traditional asset managers actively building in crypto ETFs and tokenized real-world assets (RWA). As one of the early Bitcoin ETF issuers and a major tokenization pioneer with Benji, Franklin is focused on institutional adoption, product innovation, and jurisdiction-by-jurisdiction expansion across Asia. Timestamps: 00:42 Competing with BlackRock — brand vs structure 01:19 Product innovation: potential income strategies (staking & beyond) 01:33 Franklin’s multi-coin ETF lineup (BTC, ETH, XRPL, SOL & multi-asset) 01:56 Benji as one of the largest tokenized money market funds 03:39 Market outlook: tokenized RWAs reaching large nine-figure scale Subscribe on Youtube: https://www.youtube.com/@168X_Fortune 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/

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  6. ARK's President & COO Tom Staudt on Bitcoin, Benchmarks & AI: Why Crypto Needs a Real Beta

    ١٨ فبراير

    ARK's President & COO Tom Staudt on Bitcoin, Benchmarks & AI: Why Crypto Needs a Real Beta

    Tom Staudt from ARK Invest is one of the leading institutional voices at the intersection of digital asset treasuries (DATs), AI, and long-term innovation investing. As a major shareholder in Bitmine and Tesla, ARK is focused on scale, consolidation, and building the financial infrastructure crypto still lacks. Timestamps: 00:55 Crypto pullback will drive consolidation 01:34 Why Bitmine is well positioned in ETH 03:33 Bull markets hide weak players; downturns reveal leaders 04:49 DAT + AI: real synergies vs buzzword risk 06:27 Scale determines who can deploy AI effectively 07:35 Tesla as the largest AI project in the world 09:53 ARK Venture Fund (ARKVX) — access to SpaceX, xAI, Neuralink 13:44 Building lower-volatility innovation exposure 14:06 Why crypto needs a true “beta” benchmark 16:18 Bitcoin is an asset, not the asset class 17:51 ARK’s mission: establish beta to demonstrate alpha Subscribe on Apple Podcasts: https://podcasts.apple.com/tw/podcast/168x/id1829536080 Follow ARK Invest on X: https://x.com/ARKInvest 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

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

    ١٦ فبراير

    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

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

    ١٤ فبراير

    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

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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

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