NEW POD
We Cover:
โ Adoption without token upside
โ Catalysts without CLARITY
โ Fomo vs
โ Cryptoโs speculation problem
โ Why financialization keeps winning
@JasonYanowitz @santiagoroel @HadickM
TIMESTAMPS:
00:00 Intro
02:17 Has Crypto Found A Bottom?
08:22 Can Regulation Replace Clarity?
14:42 Fomo Vs Pump Fun
22:07 How Founders Survive The Reckoning
26:31 Is Crypto Worth The Venture Bet?
34:39 Is Erebor Worth $8 Billion?
41:40 Is Collector Crypt Just Gambling?
48:03 Everything Is Becoming Financialized
54:23 Why Santi Is Long AI
57:26 What Benchmark Gets Right