NEW POD
We Cover:
– Narrative vs valuation
– Is Santi still bearish?
– Hyperliquid’s $1T TAM
– Pump’s story problem
– $ENA’s new tokenomics
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@JasonYanowitz @santiagoroel @HadickM
TIMESTAMPS:
00:00 Intro
01:07 Is Crypto Risk Worth It?
08:07 Are AI Assistants Overhyped?
13:40 Is Crypto Undervalued Again?
22:06 Why Pump Trails Hyperliquid
30:14 Ads (TOKEN2049, Avalanche Summit)
34:12 Ethena Fixes Its Tokenomics
42:33 How Does Ethena Keep Growing?
49:30 Can FOMO Onboard Normies?
56:10 Content Of The Week