“I’m really bullish on the tokens that don’t exist yet.” @fejau_inc joins the Insilico Terminal Podcast to talk about the macro setup, why the AI trade may be fading, and what could bring capital back to crypto. We covered Fed expectations, oil and Iran, Saylor/Strategy risk, the CLARITY Act, stablecoins, financial repression, and why Felix is getting more constructive on crypto again. 00:00 Felix Jauvin, Forward Guidance & His Trading Background 07:30 Why Macro Has Become Harder to Trade in Crypto 15:34 The Macro Data That Actually Matters for Bitcoin 23:13 American Exceptionalism, Europe & Global Markets 31:12 Saylor Risk, Quantum FUD & Fading Bearish Catalysts 36:01 Is the AI Trade Over? Capital Rotating Back to Crypto 40:01 The CLARITY Act Could Be Crypto’s Next Major Catalyst 48:38 Stablecoins, US Debt & Financial Repression 55:14 The New Fed Regime & What Could Drive the Next Crypto Cycle

From blowing up his $3k UNI airdrop to landing a crypto hedge fund job. @0xOmnia on how messing around with early Solana and spending two days figuring out a $50 Avalanche airdrop ended up becoming his edge.

“The house of all finance is a multi-decade vision.” @0xOmnia joins the Insilico Terminal Podcast to talk about building Kinetiq, betting early on Hyperliquid, and what comes next for the ecosystem. We covered HyperBFT and HyperEVM, liquid staking, HIP-3 markets, perp DEX competition, institutional adoption, crypto tribalism, and whether Hyperliquid can become the home for all of finance. 00:00 NFT Market Making & Omnia’s Crypto Origin 07:05 From Hedge Fund Analyst to DeFi Builder 14:25 HyperBFT, HyperEVM & Hyperliquid’s Technical Edge 21:07 What Kinetiq Actually Does 28:13 K-HYPE for Traders vs Native Staking 35:07 Why Building on Hyperliquid Is So Difficult 41:15 Can Hyperliquid Become the House of All Finance? 48:58 Hyperliquid as an Existential Risk for Crypto 55:55 Perp DEX Competition & Hyperliquid’s Shrinking Moat

More kPoints for the same trades. Insilico users now earn boosted kPoints when trading eligible HIP-3 Markets by @Kinetiq_xyz (KM) through the terminal. Same advanced Insilico execution. Boosted rewards.