Santiago Roel Santos

Patrick Moorhead, CEO of Moor Insights & Strategy, discusses the implications of Meta's potential billion-dollar deal for Google's AI chips and the competition in the chip market. He also explains the differences between TPUs and GPUs, highlighting Nvidia's flexibility amidst stock fluctuations. Santiago Roel Santos, founder of Inversion, analyzes the recent drop in Bitcoin prices, attributing it to profit-taking and liquidity issues, while predicting a bright future for stablecoins and Bitcoin's status as a macro hedge.

Santiago Roel Santos, an experienced crypto investor and entrepreneur, joins the hosts to dissect the current state of Bitcoin and the broader crypto market. He argues that many crypto projects struggle with valuations due to a lack of revenue. The discussion shifts to why trading has gravitated towards stocks and AI. Highlighting the importance of active on-chain users, Santiago advocates for acquiring real businesses to fuel sustainable growth. The conversation closes with insights on institutional interest in Bitcoin and the essential role of applications over mere infrastructure.

Santiago Roel Santos, founder of Inversion Capital, dives into the intricacies of crypto valuations, highlighting the disconnect between hype and real revenue. He discusses Bitcoin's impressive rally past $95k, while warning of potential downturns for altcoins lacking support. Santiago emphasizes the importance of active users over scarce blockspace and shares insights on how capturing real economic activity is the future for crypto projects. He offers a fresh perspective on why institutional adoption may not directly benefit L1 tokens.

Santiago Roel Santos, Founder and CEO of Inversion, discusses how crypto stays volatile despite institutional inflows. He emphasizes the market's fragility, noting that a single tweet can trigger significant price swings due to limited liquidity. Santiago advocates for integrating blockchain tech into traditional businesses to shift from speculative trading to real utility. He also addresses the importance of regulatory developments and institutional interest in shaping the future landscape of cryptocurrency.

Santiago Roel Santos, Founder and CEO of Inversion, dives deep into the volatility of the crypto market despite rising institutional interest. He warns that a single tweet can trigger significant price swings, highlighting the market's fragility. Discussing Inversion's approach, he emphasizes integrating stablecoins into traditional businesses for real utility. Santiago argues for evolving beyond mere speculation while maintaining blockchain security. He remains optimistic about the future, suggesting continued bullishness after October's market shifts.