Michael Anderson

Vance Spencer and Michael Anderson, co-founders of Framework and experts in crypto markets, delve into the shocking $40B liquidation that rocked the crypto world. They dissect how lack of transparency fuels systemic risks, spotlight Binance's alarming preferential deals, and highlight the importance of robust accounting standards. The duo navigates market structure, discussing which altcoins are worth holding and the potential of ETH as it seeks a bottom. They argue that increasing institutional scrutiny calls for transparency to restore investor confidence.

Join Michael Anderson and Vance Spencer, co-founders of Framework Ventures, as they dive into the world of DeFi and tokenized assets. They explore why institutional investors are keen on stablecoin exposure and challenge the myths of the four-year crypto cycle. Discover how projects must adapt to survive in this changing landscape, and why the recent Hyperliquid unlock could be more bullish than anticipated. Plus, get insights into the risks of opaque fund management and the future of curated lending markets.

In this engaging discussion, Michael Anderson, a venture investor and co-founder at Framework, teams up with Vance Spencer, an investor and partner at the same firm. They explore the seismic shift in crypto, revealing how institutional capital now dominates, controlling 90% of the market. They dissect why the traditional four-year cycle has broken and the impending significance of the Clarity Act for DeFi in 2026. The guests also predict the future of ETH and BTC, arguing that just 3-4 crypto projects will likely emerge victorious in this new landscape.