"I like at these levels, I think it's come down enough. I think Brian Armstrong is an extremely talented smart guy," he said. "If you look at the company's got $3.4 billion in long-term debt, they have $5 billion in cash,. What? $4.5 billion incash?" He added that if Bitcoin halving happens next year, there will be a renaissance for crypto.
Vinny Lingham joins Jason to break down the state of crypto’s de-platforming by the US government. They discuss recent happenings with Coinbase (2:13), Balaji’s Bitcoin bet (20:00), Binance (38:23), SBF (44:07), and more! Then, they wrap with a discussion about the coming balkanization of AI (52:54).
(0:00) Jason tees up today’s topics
(2:13) Coinbase’s Wells notice & the state of crypto