Imran and Qiao are back to chat about the current state of the crypto market.
No BS crypto insights for founders.

(00:00) Intro
(01:05) We’re Back
(02:25) Where Are We In This Cycle?
(04:31) AI and Stock Market
(06:27) AI Bubble
(10:15) Energy Consumption and Production
(16:34) China and US Innovation
(17:44) Aster
(18:52) Hyperliquid and Aster Competition
(22:48) Proxy Wars in Crypto
(26:33) Future of Crypto Exchanges
(27:32) Binance vs Solana
(32:59) Moats in Crypto
(33:43) Crypto Lending
(35:25) TradFi Banking and Crypto Custody
(36:48) Social Aspect in Crypto
(38:09) AI Glasses and Social Media
(45:05) Waymo and Robo Taxis
(49:10) Prediction Markets
(50:54) Kalshi and PolyMarket Competition
(55:27) Convergence of Speculative Markets
(57:35) twocents.social
(59:00) Overheard
(01:02:08) DATs
(01:05:26) Stripe and Stablecoins
(01:07:10) Genius Act and New Stablecoins
(01:07:43) Stablecoin as a Micropayment
(01:11:23) Pump and Streaming
(01:14:53) Apps to Watch
(01:17:12) Stablecoin Growth
(01:19:11) Stablecoin Startups in Different Regions
(01:20:05) Novel Ideas for Startups
(01:24:03) Wen Cycle Top?

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DISCLAIMER: The views expressed herein are personal to the speaker(s) and do not necessarily reflect the views of any other person or entity. Discussions and answers to questions are intended as generalized, non-personalized information. Nothing herein should be construed or relied upon as investment, legal, tax, or other advice.

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