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NEW POD We Cover: – Adoption without token upside – Catalysts without CLARITY – Fomo vs http://Pump.fun – Crypto’s speculation problem – Why financialization keeps winning @JasonYanowitz @santiagoroel @HadickM TIMESTAMPS: 00:00 Intro 02:17 Has Crypto Found A Bottom? 08:22 Can Regulation Replace Clarity? 14:42 Fomo Vs Pump Fun 22:07 How Founders Survive The Reckoning 26:31 Is Crypto Worth The Venture Bet? 34:39 Is Erebor Worth $8 Billion? 41:40 Is Collector Crypt Just Gambling? 48:03 Everything Is Becoming Financialized 54:23 Why Santi Is Long AI 57:26 What Benchmark Gets Right