
The hosts discuss the disconnect from crypto, the challenges facing Ethereum, and compare DraftKings and Kalshi in the context of prediction markets.
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 ...
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