Convergence

John D’Agostino, Coinbase Institutional’s strategy chief and former NYMEX executive, explores crypto’s institutional future. He explains Abu Dhabi’s rise as a digital-asset hub and how sovereign funds are approaching Bitcoin. They discuss tokenized stocks, Coinbase’s SEC battle, crypto’s political momentum, 24/7 blockchain markets, and the prospect of one exchange trading everything.

Ryan Watkins is co-founder of Syncracy Capital, a thesis-driven crypto hedge fund backed by Bain Capital Ventures and ParaFi that made one of the earliest big bets on Hyperliquid. He was previously a Senior Research Analyst at Messari. We discuss Ryan's top ideas for crypto bull market, the hidden alpha everyone missed at Hyperliquid launch, how to find big ideas early, why keeping a beginner's mind matters, building conviction and sizing into a trade, why Wall Street & Stanley Druckenmiller are finally catching on, crypto markets vs tradfi, assessing the real risks, Solana, who is the real winner in next era of finance, Pumpfun, memecoins, social trading, crypto projects earning real revenue, privacy meta w/ Zcash, and much more… ━━━━━━━━━━━━━━━━━━━━ Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes or Spotify. It helps grow the show so I can continue to host great guests. ━━━━━━━━━━━━━━━━━━━━ This episode is brought to you by Kraken by Payward. Get Kraken and use code CONVERGENCE1000 to unlock a $1,000 funded account once you pass the challenge at https://www.kraken.com/features/funded ━━━━━━━━━━━━━━━━━━━━ (00:00) Intro (00:37) Hyperliquid (03:00) Finding Big Ideas (06:22) Hidden Alpha (09:16) Secret to Success (10:31) Keeping a Beginner's Mind (11:43) Writing & Conviction (13:31) Wall Street Discovers Hyperliquid (14:45) Druckenmiller's Hyperliquid Bet (16:30) Perpification of America (19:06) Why Categories Don't Matter (20:13) All of Finance (20:35) Sponsored by Kraken (21:40) Assessing Risks (26:02) Comparative Analysis (30:30) Downstream Effects (34:40) Who wins? (37:30) Finding Next Secular Trends (40:09) Social Trading & Memes (46:51) Weak vs. Strong Form (48:40) How Syncracy Finds Big Ideas (52:00) Revenue and Zcash (56:00) Respect the Pump (1:00:48) Frameworks & Timing ━━━━━━━━━━━━━━━━━━━━ This episode is brought to you by Kraken by Payward. Disclaimer: Terms apply. Not investment advice. Crypto trading involves risk of loss and is offered to US customers through Payward Interactive, Inc. View legal disclosures at kraken.com/legal/disclosures. Securities and brokerage services offered by Kraken Securities LLC, member FINRA/SIPC. Digital asset services offered by Payward Interactive Inc., (NMLS ID:1843762) a FINCEN registered money services business, not a member of FINRA/SIPC and not FDIC insured. Kraken Funded is an unregulated service. Funded traders onboard with Payward Oceanic Ltd. Evaluation fees apply and are non-refundable for each attempt once trading begins, regardless of outcome. Availability varies by jurisdiction. ━━━━━━━━━━━━━━━━━━━━ Convergence is produced by DELPHI MEDIA, LLC, a member of the DELPHI DIGITAL family of companies. This content is solely for educational and informational purposes and is not, and should not be construed as, legal, tax, investment, or financial advice. Delphi is not a financial, tax, or legal advisor. You are expressly advised to consult with a professional advisor before making any investment decisions. Also, the views expressed by Podcast guests do not necessarily reflect those of Delphi.

Alex Colville, PhD, is a Stanford-trained geneticist and co-founder of age1, a longevity-focused venture fund. He explores the race to slow aging, from stem cells, epigenetic reprogramming, and reversible cryopreservation to the limits of peptide hype. They discuss AI labs entering biotech, tiny “zero-person” companies, crypto’s longevity ambitions, dog lifespan therapies, and the case for a Manhattan Project for aging.

Arthur Hayes, BitMEX co-founder and Maelstrom CIO, explores Bitcoin’s path to $1 million, government money printing, and why AI’s bubble could redirect liquidity toward crypto. He discusses Ethereum versus Zcash, China’s monetary policy, stablecoins challenging emerging-market currencies, and whether autonomous AI agents could build an economy larger than Bitcoin. Quantum risk, tokenization, and his favorite crypto projects round out the conversation.

Nic Carter, investor, researcher, and Castle Island Ventures founding partner, explores Bitcoin’s vulnerability to quantum computing and AI-driven breakthroughs. He discusses Satoshi’s early warning, the daunting challenge of upgrading Bitcoin, worst-case attacks on exposed coins, possible roles for China or North Korea, institutional choices between forks, quantum-ready networks, and signals that the threat is approaching.

Daniel Matuszewski, co-founder of CMS Holdings, and Zaheer Ebtikar, founder of Split Capital, dive into the chaos following the mass liquidation on October 10. They discuss the mechanisms behind market collapse, the role of market makers, and the implications for future trades. Both guests dissect why liquidations are likely to happen again and explore the concentration of investments in a few token assets versus altcoins. They offer practical advice on avoiding leverage and highlight which ETFs could thrive in the current climate.

Guest: Travis Kling is the CIO at Ikigai Asset Management, a crypto hedge fund. In this episode we discuss his 3 part thesis for 2024 which went viral after it accurately predicted how strange crypto would behave this cycle. We explore financial nihilism, the rise of memecoins, billions of dollars in FTX redemptions hitting the market, Bitcoin seperating itself from everything else, how the presidential election will impact prices, which sectors could emerge as the new meta, quiet quitting, and more. Thank you for tuning in. If you can spare 5 seconds to leave a review/rating on iTunes, I appreciate it. If you share the show on Twitter I'll reply everytime! 🔥 This episode is brought to you by Mantle Network, an Ethereum L2 backed by a $4.4 billion treasury, one of the largest in the industry. Recently, Mantle has emerged as one of the most popular L2 who offering the most rewarding opportunities. Go checkout the Mantle Rewards Station today to start earning airdrop rewards from top projects, INSTANTLY. Visit the Mantle Rewards Station here: https://www.mantle.xyz/rewards-station This episode is brought to you by Polkadot, a Layer-0 blockchain that brings a multi-chain vision creating an ecosystem for boundless innovation. Join the Polkadot community and learn about Polkadot 2.0 here: https://polkadot.network/

Crash, a successful memecoin trader with a huge following, discusses finding big wins early, making his first million, mental battles of trading, when to sell, Base vs Solana, personal strategy, and top picks in an entertaining podcast

Explore Bitcoin seasonality and the strategy of selling in May, the performance of altcoins, SocialFi apps earnings, and large funds taking memecoins seriously. Dive into historical Bitcoin price trends, AI coins distribution, and market outlook for 2024.

Entrepreneur Martin Shkreli discusses investigating crypto AI, $1Billion scam, trading crypto from prison, Bitcoin reaching $1Million, nation-states buying Bitcoin, SEC targeting Ethereum, bullish on Solana & Elon Musk, shorting the market, early hedge fund days, and more.