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. 1d ago

    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.

  2. 2d ago

    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.

  3. 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.

  4. 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.

  5. 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

  6. Jul 17

    Is Robinhood chain dead? Chinese stocks coming to Hyperliquid? | 116

    In this episode, we breakdown whether Robinhood chain is able to maintain their memecoin mania or not. We also talked about Base App newly appointed individual, Cobie, and what will happen if Chinese stocks are coming to Hyperliquid.------------------------------📝 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://launchy.app-------------------------------(Chapters)02:44 — Lambro's Robinhood chain story: OTC bridge, early meme, P&L breakdown06:50 — Vlad & Robinhood's meme strategy — will they keep pushing?10:10 — Base App leadership change: Jesse Pollak out, Cobie in13:03 — Robinhood chain launchpad landscape (Noxa, Pons, Launch)15:49 — Robinhood chain data: volume, users, and the Arbitrum revenue debate16:58 — Is ETH benefiting from L2 activity? Lambro's ETH thesis18:38 — Hyperliquid & Chinese stocks: bull or bear if China clamps down?21:00 — Why Chinese tickers on Hyperliquid are actually a bull case26:17 — New segment: AI data labeling ecosystem (Scale AI, Cursor, Mercor)29:07 — Can crypto + AI data actually work? Token model challenges32:54 — Where is AI going next? The case for the data stack in emerging markets34:36 — Outro & $CASHCAT prayers------------------------------🚨 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.

    Is Robinhood chain dead? Chinese stocks coming to Hyperliquid? | 116

  7. Jul 11

    Why most Layer 2 projects are failing? - The L2 Graveyard | The Real Question Ep. 2

    In this episode we breakdown why almost all layer 2 projects are failing, in terms of TVL, chain transaction, and their token price. ------------------------------📝 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://launchy.app-------------------------------(Chapters)0:00 - 2:08 Intro Why layer 2 project considered as failure02:13 - 03:50 Why most L2s projects are failing03:53 - 08:06 Did L2s project fails to see Ethereum's plan to scale up?08:10 - 10:03 What's next for most of these L2s project? 10:04 - 10:44 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 7

    #113 | Saylor's plan to save Strategy unveiled and a new stablecoin that would threat USDT and USDC

    We breakdown Saylor's plan to save Strategy he just unveiled, and OUSD, a new stablecoin with 140+ partner from traditional finance institution that would threat USDT and USDC-----------------------------📝 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://launchy.app-------------------------------(Chapters)00:00 — Intro & collecting (NBA cards, Yu-Gi-Oh, NFTs)02:48 — Market check-in & Lambro's recent shorts (DYDX, EigenLayer, Synthetix)06:44 — Episode preview & Robinhood chain launch07:28 — Lambro's Robinhood chain degen experience (bridge, meme coins, P&L)09:01 — Robinhood x Morpho earn product & DYDX perps migration12:22 — MSTR/STRC breakdown: what happened & Saylor's credit framework announcement16:38 — Trade setup: long STRC, short BTC, and repeg thesis20:36 — STRC reporting timeline & dividend mechanics23:18 — OUSD launch: what it is and how it works29:06 — OUSD's impact on Circle, Tether, and the stablecoin market31:18 — Macro take: is crypto becoming real finance? Do we bottom in 1-2 quarters?35:52 — Outro & where to find MTS content------------------------------🚨 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.

    #113 | Saylor's plan to save Strategy unveiled and a new stablecoin that would threat USDT and USDC
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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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