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. #111 | Will Hyperliquid and Venice continue pumping? $HYPE and $VVV review

    May 24

    #111 | Will Hyperliquid and Venice continue pumping? $HYPE and $VVV review

    We dissect the massive institutional inflows driven by 21Shares and Bitwise HYPE ETFs, and debate whether the market cap can realistically push toward the $100 target before traditional finance starts pushing back. Lambro also shares the brutal reality of missing the bottom and why he's cautious about top-blasting it right now. Then, we pivot to the AI sector to uncover the massive run-up of Venice (VVV). Founded by crypto OG Erik Voorhees, this privacy-first AI platform is quietly generating $60M in annual recurring revenue. We break down the genius of their tokenomics (staking VVV to mint DIEM for perpetual API credits) and debate whether open-source privacy models can actually compete with the performance of Anthropic and OpenAI. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ Follow Lambro's Twitter https://x.com/2lambro/ 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 [00:50] Intro: Missing the Hyperliquid (HYPE) Pump to $56 [01:42] The Wall Street Invasion: 21Shares & Bitwise HYPE ETFs [04:16] Trading Strategy: Do You Buy HYPE at All-Time Highs? [07:22] Can Hyperliquid Flip BNB and Reach $100? [12:21] The Venice (VVV) Pump: Erik Voorhees' Privacy-First AI [15:41] VVV Tokenomics: $60M ARR and Minting DIEM for API Credits [17:00] The AI Privacy Debate: Open Source vs. Performance ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

    21 min
  2. #108 | The Reason Altcoin Season Is Not Coming Back with @Heart_

    May 14

    #108 | The Reason Altcoin Season Is Not Coming Back with @Heart_

    They get into the real trading psychology stuff too. Why Heart takes profit too early, cuts losses too late, and what he does after a stupid trade to reset his head. Plus 2lambro's painful DOGS trade makes a comeback appearance. The episode closes with a rapid fire round covering Solana vs BNB, HYPE vs ETH, BTC vs Nvidia, BTC vs Gold, Polymarket vs Kalshi, Zcash vs XMR, and more. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ Follow Lambro's Twitter https://x.com/2lambro/ 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: Heart Is Back After 6 Months [02:19] What Changed in the Market Since December [04:17] How Heart Builds His Watch List [06:08] Daily Workflow: Weekly Reviews and Reacting to Flow [07:06] Does Fundamentals or Narrative Matter for Trading [09:07] TON: Can It Still Go? [09:38] Why TradFi Assets Are Exploding on Crypto Rails [12:17] Are Altcoins Dead or Just VC Coins? [13:34] The Meme Coin Meta Is Shifting to Ethereum [14:29] How Hard Is It to Find 100M Meme Coins Now [14:52] Heart's First Time Trading Traditional Assets [15:42] Current Watch List: TON, Zcash, Hyperliquid [16:32] The Loracle Drama and Hyperliquid CT Sensitivity [17:16] Taking Profit Too Early vs Holding Losses Too Long [19:05] How Heart Decides His Stop Loss [20:47] Meme Coin Strategy: Shoot and Forget [21:02] Getting Angry After a Stupid Trade [22:44] How to Control Anger and Reset After a Bad Trade [23:31] Trading Advice: Put Your Target Where the Chart Says [25:31] Rapid Fire Asset Rankings [29:09] Heart Asks 2lambro About Trading TradFi [31:25] Wrap Up ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

    28 min
  3. #107 | TON Summer incoming? MegaETH post-launch reality, Hyperliquid HIP4 prediction markets

    May 10

    #107 | TON Summer incoming? MegaETH post-launch reality, Hyperliquid HIP4 prediction markets

    We break down the MegaETH post-launch situation, why the token isn't pumping despite an ultra-low float, the Ethena/USDM looping strategy that's juicing Aave yields, and what it would take to trigger a Monad-style rebound. We also dig into Virtuals Protocol's new robotic AI play (CAS), why it's basically a data labeling company with a token bolted on, and what Coinbase should actually do to save themselves, hint: it involves a BASE token and a Circle negotiation. And we close with Hyperliquid's HIP4: prediction markets on Hyperliquid, how the fee structure compares to Polymarket, and whether this is genuinely bullish for HYPE or just hype. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ Follow Lambro's Twitter https://x.com/2lambro/ 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 [01:00] Intro: Market Vibes & 2lambro's Painful DOGS Trade [02:49] TON Ecosystem Breakdown: Make TON Great Again? [07:42] Venice Token & Virtuals' New Robotic AI Play (CAS) [10:09] Why Virtuals' Data Labeling Strategy Is Actually Smart [13:20] ZCASH, DASH & What's Been Pumping This Week [15:23] Aave's $71M Recovery: Arbitrum DAO, rsETH Oracle Manipulation [18:05] MegaETH Post-Launch: The Ethena/USDM Looping Strategy [21:46] MegaETH TVL Concentration & DeFiLlama's Warning Flag [23:11] Coinbase Layoffs: AI as Leverage, Not a Threat [25:01] How Coinbase Should Actually Use a BASE Token [28:03] Polymarket Token: What's a Fair Valuation? [30:31] Hyperliquid HIP4: Prediction Markets, Fees & Cross Margin [37:38] Wrap Up ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

    38 min
  4. #106 | Building bot to detect crime coin, MegaETH launch prediction, Hyperliquid perp market

    May 7

    #106 | Building bot to detect crime coin, MegaETH launch prediction, Hyperliquid perp market

    Is MegaETH the next massive launch or just another VC dump? In Episode 107, 2lambro and Marco break down the highly anticipated MegaETH Token Generation Event (TGE). We dive deep into the math behind the MegaETH launch, exposing why the actual circulating float might be much tighter than people expect (around 5-8%) and how early investors from the Echo Round and Fluffle NFTs might impact the day-one price action. 2lambro also reveals his custom-built AI "Crime Coin Detector," a bot designed to analyze open interest, funding rates, and historical patterns to catch manipulated tokens before they rug. Plus, we debate Polymarket's aggressive push into perpetual futures and whether it's actually good for the ecosystem. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ Follow Lambro's Twitter https://x.com/2lambro/ 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 [00:56] Intro: Market Vibes & The Recent TGE Pump [01:49] Building an AI "Crime Coin" Detector with Claude [04:34] MegaETH Launch Strategy: To Trade or To Hold? [06:53] Breaking Down the MegaETH Float & VC Unlocks [09:16] The MegaETH Ecosystem: Kumbaya DEX & USDM [13:55] Where Will the MegaETH Selling Pressure Come From? [17:38] The Awkward Timing of the MegaETH Launch [22:59] Polymarket Perps: A Desperate Move for Revenue? [27:56] How AI "Vibe Coding" is Changing Web3 Development ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

    31 min
  5. #105 | The True Cost of Capital & Why Aave Got Bailed Out w/ @jaibhavnani & @SaulCapital

    May 3

    #105 | The True Cost of Capital & Why Aave Got Bailed Out w/ @jaibhavnani & @SaulCapital

    Is the DeFi lending market fundamentally mispricing risk? In Episode 106, 2lambro and Marco sit down with Jai Bhavnani (Co-Founder of Waymont and contributor to Royco Protocol) and Saul (Yields and More / Re) to diagnose the awkward "teenage phase" of DeFi. We break down the massive Aave/Kelp DAO situation and the resulting negative carry trap. We also debate whether Aave is now officially "too big to fail" following the massive community bailout. Plus, we dive into the 12% "fair value" interest rate debate, exploring how off-shore Chinese whale capital is artificially suppressing on-chain yields. Finally, we explore how risk tranching and uncorrelated Real World Assets (RWAs) are creating the next frontier of sustainable yields. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ Follow Lambro's Twitter https://x.com/2lambro/ 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 [01:20] Intro: Jai (Royco) & Saul (Re) Backgrounds [02:58] The Aave & Kelp DAO Crisis: Are Yields Dead? [06:00] How Royco Escaped the Negative Carry Trap [11:44] Is Aave Too Big to Fail? The Bailout Debate [18:19] The 12% Fair Value Yield Debate & Chinese Whale Capital [22:44] The Cheat Code: You Are Secretly Selling Discounted Put Options [25:40] RWA Trends: Uncorrelated Yields vs. Bad Private Credit [28:04] Tranching: How Royco Protects Senior Depositors [34:57] What It Actually Takes to Make It in Crypto ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

    37 min
  6. #104 | Why 99% of Tokens Launched are Doomed to Die with Baseline Markets

    Apr 30

    #104 | Why 99% of Tokens Launched are Doomed to Die with Baseline Markets

    Why do 99% of token launches eventually bleed to zero? In Episode 105, we sit down with Fully (@fullyallocated), the Director of Baseline Protocol and a former developer at Olympus DAO, to expose the fundamental flaws in how the crypto industry handles liquidity. We break down why standard Uniswap XYK pools are mathematically broken (they don't even understand Market Cap), how founders accidentally "rug" their own communities during fair launches, and the open secret about the centralized market makers quietly running the show on Pump.fun. Fully also drops the alpha on Baseline Protocol, a revolutionary "Token-Owned Liquidity" system that creates mathematical floor prices for tokens and allows users to take out 0% interest, liquidation-free leverage against their bags. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ Follow Lambro's Twitter https://x.com/2lambro/ 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 [00:50] Intro: Ripple, The 2017 ICO Era, & The Promise of Access [05:09] Crypto's "Awkward Teenage Phase" Trying to Impress TradFi [08:05] What is Baseline Protocol & Token-Owned Liquidity (ToL)? [09:38] The Olympus DAO Origins & Programmable Liquidity [16:13] Why the Uniswap XYK Model is Mathematically Broken [19:04] The SLERF Anomaly: More Liquidity Than Market Cap? [22:52] How Founders Accidentally Rug Their Own Fair Launches [24:49] The Baseline Solution: Floor Prices & 0% Liquidation-Free Borrowing [29:28] The Math Behind the 'B' Token's $42M Market Cap [38:05] Disrupting TradFi: Taking Over Penny Stocks and the NASDAQ [43:41] Exposing Pump.fun's Secret Centralized Market Makers [46:49] What it Actually Takes to "Make It" in Crypto ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

    50 min
  7. #103 | The Interest Rate of AI: Financing Nvidia GPUs with David Choi

    Apr 23

    #103 | The Interest Rate of AI: Financing Nvidia GPUs with David Choi

    Why is every AI company suddenly trying to get a mortgage for their Nvidia GPUs? In Episode 104, Marco sits down with David Choi, the architect behind USDAI and the upcoming CHIP token, to expose the massive, hidden financial engine driving the artificial intelligence boom. While the market is distracted by chat models and software, the real bottleneck (and the biggest yield opportunity of the next decade) is financing the physical hardware. David breaks down exactly why traditional Wall Street and private credit are failing to fund the data centers, why RWA stablecoins keep breaking, and how CHIP is positioning itself to become the fundamental "Interest Rate of AI." --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ Follow Lambro's Twitter https://x.com/2lambro/ 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 [01:00] Intro: The Massive Shift in Private Credit & AI Financing [03:32] What is USDAI? Solving the GPU Financing Bottleneck [06:58] The House Arrest Trap: Why RWA Stablecoins & BDCs Break [10:13] The AI Mortgage: Why Startups Want to Own, Not Rent [13:32] Mythos, Blackwell Delays, & The Unseen Transition Costs [18:19] The CHIP Token: Setting the "Interest Rate of AI" [22:02] Why Escrowing Capital is Better Than Fake Yield [25:31] Repo Risk: How Do You Repossess a GPU? [27:17] Underwriting Standards: Fixing Aave's Structural Flaws [30:24] We Are Hiring: Building the Capital Markets for AI [32:26] Market Alpha: The Tranching Illusion & ERC-404s ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

    35 min
  8. #102 | Jensen Huang's AI Shilled Project Rugs $10M & OpenClaw Meets Blockchain with @563defi

    Apr 18

    #102 | Jensen Huang's AI Shilled Project Rugs $10M & OpenClaw Meets Blockchain with @563defi

    Is the market so dead that founders are just rugging and running? In Episode 103, 2lambro sits down with @563defi, Head of Research at Blocmates, to uncover exactly what happens when the crypto dopamine dries up. They do a massive deep dive into the BitTensor (TAO) drama—explaining how the highly-praised Templar subnet pre-trained a 72B parameter AI model, got a shoutout from Nvidia's Jensen Huang, and then abruptly pulled $10M out of the ecosystem in a shocking "rug." They also break down the hidden battle between PolyMarket and Kalshi, the terrifying manipulation happening with dead L2 tokens like StakeStone, and the dark side of Crypto AI (including the founder of Surf getting arrested in China). Plus, 2lambro shares his exact strategy for farming up to 200% APR by selling Bitcoin puts while shorting trash altcoins. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ Follow Lambro's Twitter https://x.com/2lambro/ 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 [01:00] Intro & Guest: 563 (Head of Research at Blocmates) [02:10] PolyMarket vs. Kalshi & Risk-Free ICO Arbitrage [06:20] Bootstrapping Liquidity: XO Markets & Hyperliquid [11:40] Trading Alpha: Shorting Altcoins & Selling BTC Puts for High Yield [15:31] Market Manipulation: Shorting Dead L2s & The StakeStone Trap [18:08] 🚨 The $10M TAO Rug: BitTensor Drama & Nvidia's Jensen Huang [29:23] MetaDAO Mechanics & Why Pendle is Dumping [31:52] Crypto AI Drama: Surf Founder Arrested in China [34:35] "Spoiled by Crypto": Dopamine Detox & Using AI as a Therapist [43:22] Building Autonomous AI Agents with Hermes & OpenClaw ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

    47 min
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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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