My conversation w/ @CorySwan…
@Swan just launched RBX, which lets investors convert spot btc ETFs into direct btc ownership. We discuss in detail.
Also cover:
-@Swan value prop
-ETFs = bridge b/w tradfi & defi
-Recent btc drawdown
-Investment case for btc
via @CryptoPrimePod
The summer 2025 playbook was perfect.
@baehr explains to @NateGeraci how bitcoin:native hung in during the tariff tantrum while $ETH climbed from fifteen hundred on stablecoin and Genius Act anticipation.
Growth in crypto followed.
That's the dynamic in action.
AI and crypto narratives aren't in conflict.
They could be synergistic.
But @baehr of @GSR_io tells @NateGeraci the AI energy level has been higher, drawing flows away from $BTC.
Markets follow the action.
The question crypto investors always ask: what should I actually own?
@baehr of @GSR_io tells @NateGeraci it's $BTC, $ETH, and $SOL
The power trio
$BESO offers actively managed exposure to these three cycle survivors in one ETF
Stagnation kills crypto. @baehr of @GSR_io tells @NateGeraci that the downside break finally brought energy back to the market.
Volatility returned.
Trends emerged.
Moving somewhere, even down, is better than stuck in ambivalence.
My conversation w/ @baehr…
We discuss:
-@GSR_io business
-Crypto Core3 ETF ($BESO)
-Why combine btc, eth, & sol in one ETF
-Ethereum & Solana – winner take all?
-Current state of crypto
-GSR future product development
via @CryptoPrimePod
The Bitwise difference.
@Matt_Hougan tells @NateGeraci that $BHYP offers 34 basis points, in-house staking, and something bigger: 24-hour access to Bitwise's research team.
Ask any crypto question.
Get answered within a day.
That's the bonus.
Perfecting old ideas at the right moment.
@Matt_Hougan of @bitwise tells @NateGeraci how @HyperliquidX combines all the promises of DeFi into one easy-to-use platform.
Right regulatory environment. Right technology setup.
Perfecting old ideas at the right moment.
@Matt_Hougan of @bitwise tells @NateGeraci how @HyperliquidX combines all the promises of DeFi into one easy-to-use platform.
Right regulatory environment. Right technology setup.
@HyperliquidX doesn't lease its rails. It owns them.
@Matt_Hougan explains to @NateGeraci why building a Layer 1 blockchain eliminates value seepage and delivers better user experience than platforms dependent on other networks.
@Matt_Hougan of @bitwise tells @NateGeraci that @HyperliquidX isn't a crypto app.
It's a financial super app using crypto infrastructure.
24/7 trading.
Cross margin across assets.
The addressable market is 600 trillion dollars.
Listened to this pod on my run this morning. Superb explainer of hyperliquid and why it's Hansel-level hot rn. I didn't realize 99% of fees earned goes towards buying back the token. Smart. And I'll say it again: the crypto industry is so, so lucky to have @Matt_Hougan. Great q's from @NateGeraci as well.
My conversation w/ @Matt_Hougan...
We discuss:
-What is @HyperliquidX
-Platform’s rapid rise
-Regulatory backdrop
-@Bitwise Hyperliquid ETF ($BHYP)
-Investment case for hyperliquid:native
-Portfolio allocation
via @CryptoPrimePod