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Market Bubble

Ansem and FaZe Banks discuss prediction markets, finance, technology, sports, and internet culture.

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Market BubbleEN · 221 min

It's worse than you think w/ Tulip King, Eli Ben-Sasson and Saeed Badreg

Tulip KingEli Ben-SassonSaeed Badreg

Ansem’s October 22, 2026 risk reduction clashes with Tulip King’s “retirement cycle,” as stablecoin use and scaling challenge ETH/SOL value capture.Sunrise’s roughly $160 trillion tokenization opportunity hinges on market makers, mint-and-redeem arbitrage and distribution, not merely cross-chain transfers.Starknet’s L1 exploration adds a post-quantum catalyst, but Ben-Sasson’s “next two years” is a concern window, not an attack forecast.

Market BubbleEN · 135 min

"I Don't Think Intelligence Matters Anymore" - Tushar Jain | Market Bubble #14

AnsemFaZe BanksTushar JainRasmus

Multicoin’s very substantial Zcash position rests on privacy as the only true censorship resistance, with potential demand from wealth-tax pressure, jaded OG Bitcoiners, and AI-native businesses protecting concentrated wealth.Multicoin bought the June liquidation cascade after no evidence the patched, since-2022 infinite-mint vulnerability was exploited, but the thesis still depends on adoption of the formally verified, quantum-resistant Ironwood pool.