“We hear that people don’t like Rob”
This is defamation @JasonYanowitz
New weekly roundup out now!
@vaneckpk @JasonYanowitz @santiagoroel
We discuss:
- Have we topped?
- Mamdani wins in NY
- How to outperform BTC
- L1s are overpriced, the AI trade & more!
Timestamps:
00:00 Intro
02:49 The Opportunity For Tokenization
10:27 Mamdani Wins In NY
27:35 Finding Alpha In Crypto
32:05 Ads (Zcash, Katana)
33:17 Are L1s Overpriced?
36:18 Can People Actually Outperform BTC?
45:32 Have We Topped?
49:47 The Hot Money Is In AI
59:08 Ads (Zcash, Katana)
01:00:21 Can Crypto Ever Get To 100m+ Active Users?
01:12:42 Content of The Week
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