About this episode

The episode discusses the recent liquidation of Bitcoin by Michael Saylor and the implications of Andreessen Horowitz's new crypto fund.

Send us Fan Mail In this weeks episode: The Saylor Reversal — Michael Saylor built his entire brand on one principle: he would never sell Bitcoin. Now he's liquidating. We discuss what triggered the move, what it signals about his conviction, and whether whale behavior actually matters when the fundamentals haven't changed. The A16Z Thesis — Andreessen Horowitz just raised $2.2B specifically for crypto not as a side bet, but as a dedicated fund targeting the intersection of crypto, AI, and t...

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