“We hear that people don’t like Rob” This is defamation @JasonYanowitz
New weekly roundup out now! @vaneckpk @JasonYanowitz @santiagoroel We discuss: - Have we topped? - Mamdani wins in NY - How to outperform BTC - L1s are overpriced, the AI trade & more! Timestamps: 00:00 Intro 02:49 The Opportunity For Tokenization 10:27 Mamdani Wins In NY 27:35 Finding Alpha In Crypto 32:05 Ads (Zcash, Katana) 33:17 Are L1s Overpriced? 36:18 Can People Actually Outperform BTC? 45:32 Have We Topped? 49:47 The Hot Money Is In AI 59:08 Ads (Zcash, Katana) 01:00:21 Can Crypto Ever Get To 100m+ Active Users? 01:12:42 Content of The Week
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