NEW EP: How Institutional Capital Is Entering Crypto Markets in 2025 with Pranav Kanade Pranav Kanade, portfolio manager at VanEck, joins us today to answer questions about the state of institutional crypto allocation, whether or not "alt season" is coming, and why tokenized equities are very for him. In today's episode, @ayyyeandy sits down with @vaneckpk from @vaneck_us to explore: > How Institutional Capital Actually Moves Into Crypto > The Shift From Venture to Liquid Strategies > Why Focusing On Revenue Is Binary > Tokenized Equities vs Traditional IPOs > What's Really Driving the Next Wave of Capital Full episode links below. Timestamps: 00:00 Intro 00:54 Magic Ad 01:24 Pranav's Conference Experiences 03:54 Pranav's Views on Institutional Adoption 09:17 Venture Opportunities 15:22 Revenue & Real PMF 19:15 Future Cash Flow Projections 21:22 Protocols as a Business 27:20 Mantle Ad 28:01 Omni Ad 28:30 Shifts Away from BTC & Pumps 34:30 Pranav’s Macro Views 40:00 Overvalued Crypto Assets 44:11 Fat App vs. Fat Wallet Thesis 50:00 The Compelling Projects

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