Some conversations leave you with answers. The best ones leave you asking better questions. I’ve worked with @tumilett on two pieces before—one on Oracle Extractable Value, and another on solver economics. Jose is sharp, yes, but more importantly, he sees systems. He understands why something is working (or not) before most people have figured out what is happening. So when I was thinking of a person to bring on for the first Unfiltered episode, Jose was right up there on the list. This is not a regular podcast episode. There’s no script. No list of questions. Just two people exploring whatever came up in that moment. We talked about: – the Hyperliquid–JELLY mess – what decentralisation looks like when things break – why intents lost momentum – Solana’s emerging competition – stablecoin flows – and why @pendle_fi might be one of the more underrated pieces of infrastructure right now. The vibe wasn’t analytical or heavy. It was light. The kind of conversation that happens when you’re not trying to extract soundbites. That’s what I enjoyed the most. It wasn’t trying to be content. It was just a real-time snapshot of how two people are thinking about crypto in this weird, in-between moment—recorded just before the latest tariff chaos hit.