170 - Burning MEV with Justin Drake and Dom

Bitcoin is bleeding, STRC is off peg, and Saylor’s “never sell” machine is facing its first real confidence test. David and Haseeb unpack whether Strategy can survive without selling BTC, why Bitmine’s ETH play may be stronger but riskier, and what select token strength, U.S. per ...  Show more

Crypto policy in Washington has gone from punchline to power center. David sits down with Ron Hammond, Head of Policy and Advocacy at Wintermute, for a rare inside look at how crypto actually moves through DC: the SBF era, Elizabeth Warren’s anti-crypto army, Gary Gensler’s SEC, ...  Show more

0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: https://twitter.com/ ...  Show more

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ...  Show more

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