DraftKings vs Kalshi, Hype vs Solana and Ethereum Dies Slowly
About this episode
Grant, Alex and Eli are back to catch up on being weirdly disconnected from crypto, regretting sidelining HYPE, and reminiscing about missing obvious “alpha” like VVV.
Then it’s straight into Ethereum’s slow-motion identity crisis: DeFi roots, EF incentives, and why the market’s rewarding pragmatism over ideology.
After a quick detour into stand-up, dating and how cursed “I work in crypto and have a podcast” is, they unpack DraftKings vs Kalshi, why prediction markets look like shittier sportsbooks, and whether perps traders would just get banned as sharps.
They close on Hyperliquid’s USDH/USDC shift, Coinbase/Circle strategy, potential KYC books, and Solana’s perps fightback with Phoenix/Ellipsis and why listings matter more than tech in the long run.
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