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Avi Felman × Jonah Van Bourg

Avi’s GP dispute alleges holders publicly promised to hold while selling concealed inventory, making on-chain wallet behavior the key test of verifiable trust.Both hosts contrast meme-coin speculation with positive-sum crypto built on “good product, good revenues, good team,” citing Avi’s ZRO-versus-ETH trade and Robinhood’s perpetuals rollout through Bitstamp.They frame five-year mega trends, retail investors’ tolerance for volatility and AI-driven concentration as the durable signals, while leaving the best expression—broad exposure or concentrated winners—unresolved.

Avi Felman × Jonah Van Bourg

A sovereign-authorized USDT oil purchase, despite a failed $230M Venezuelan deal, signals stablecoins entering commodity settlement while the underlying failure reflected diligence, not crypto.AI-driven copper scarcity and Meta’s frontier push sharpen the competitive map, but model prices at 1–10% of frontier offerings and a roughly two-year superintelligence timeline leave unresolved disruption risk.

Avi Felman × GMoney

An in-line CPI print makes a next-meeting hike near-certain, but Avi says AI capex may mean the cycle will not last.Nvidia’s neocloud financing could become capital-light SaaS-like revenue after roughly two years of consolidation.Tokenized-stock pairings may create on-chain demand; Quotrons has roughly $10M market cap, and FWA depends on sustained top-of-funnel spins.

Avi Felman × Jonah Van Bourg

Bitcoin’s failure to clear $80K has Jonah turning short-term bearish, with a “quite high” probability of falling below $70K.Stocks migrating onchain through Lighter and Hyperliquid could leave Nasdaq behind, while $LAPTOP’s fall from $1.5B to about $630M highlights political-token extraction risk.

Avi Felman × Se

Crypto is rallying on debasement, social trading, and RWA theses, while FOMO’s on-chain HOOD trade suggests attention can precede revenue recognition.FOMO’s 5–10% daily growth and $4 million creator payouts support an organic network thesis, but 94.4% of users lost money and scale remains unproven; monitor Bitcoin’s six-month-to-one-year catalyst and whether meme markets get solved.

Avi Felman × Jonah Van Bourg

MemeFi is rotating between stories rather than attracting a broad 2020–November 2021-style wave, while Robinhood Chain’s weekly volume rose from $500M to $1.5B.Jonah says value may accrue to FOMO, exchanges, Vlad Tenev, or underlying protocols rather than ordinary traders, leaving sub-1% sizing, multi-cycle durability, frontier-model productivity, and Iran’s Hormuz leverage as risks to monitor.

Avi Felman × Seth Ginns

Franklin Templeton’s acquisition of Seth Ginns’s CoinFund liquid-fund spinout expands its crypto team, advancing a 2026 convergence thesis while prices lag sell-side momentum.CLARITY’s vote could bring federal preemption if passed; failure would slow progress, leaving commercial adoption as the hedge against political pushback.

Avi Felman × Evgeny Gokhberg

Evgeny Gokhberg argues his fund earns 11%–12% consistently by supplying the capital that DeFi platforms such as Uniswap lack, effectively performing banks’ lending and market-making roles on chain.Its edge is a probabilistic AAA-to-CCC risk framework and survival discipline, while tokenized stocks and tranching create new opportunity but AI-driven false positives, legacy OPSEC vulnerabilities, and forced selling remain risks to monitor.

Avi Felman × Jonah Van Bourg × Santiago Santos

Santiago Santos is winding down Inversion’s crypto thesis after finding Remitly and Wise “not making money” with no pricing power, while stablecoins remain a real dollar-rail use case.The pivot favors mandated, recurring cash flow such as critical-power servicing, where fragmented markets, emergency pricing and AI-enabled efficiency may support returns, while Inversion’s holdco structure protects judgment and capital discipline.

Avi Felman × Alexander Good × Jonah Van Bourg

Alex Good’s ad-buying strategy linked acquisition economics to market attention, from long EA/short Booking to Tesla clicks driven by “Elon Musk.”His “goldfish theory” favors recurring attention over forecasting, but fragmentation and trust can break the trade; he is bearish Palantir at 100x sales.He expects AI layoffs within 3 months, while politics and 6% annualized productivity could reshape the opportunity set.