More Than Speculation | The Chill Crypto Convo

#90 | Turning Point of Meme Season? Memecoin Alphas You Need for 2026

In this episode, 2lambro and Marco dive into the newest metas rotating capital in the bear market—from the "Bags" app allowing anyone to tokenize GitHub stars, to the insane story of a developer "CTO-ing" his own coin. They also break down the "Anatomy of a Crime" on Polymarket (how teams rig ICO prediction markets), the implications of NASDAQ going 24/7, and why major VCs like Hashed are suddenly launching their own Layer 1 blockchains. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ [https://x.com/ManoppoMarco/] Follow Lambro's Twitter https://x.com/2lambro/ [https://x.com/2lambro/] Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at: https://launchy.app/ [https://launchy.app/] -------- Chapters (00:48) Intro: Solana Seeker Phone & "SOLBiscuit" (05:13) The "Bags" App Meta: Tokenizing GitHub Stars (07:00) The $GAS Story: How a Dev CTO'd his own coin to $40M (12:50) How 2lambro Finds Alpha (Onchain Crime App) (17:27) Why ICOs are Dead (Allocations are too small) (19:10) Market Update: Shorting L2s & Longing "Crime" (26:19) Anatomy of a Crime: Rigging Polymarket ICOs (29:06) VC Pivot: Why Hashed is launching an L1 (31:48) NASDAQ 24/7: Is On-Chain Trading Obsolete? ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

#89 | Why They Killed vePENDLE & Launched sPENDLE @Pendle_Fi

In this conversation, Dan from Pendle discusses the recent announcement of sPENDLE, a new token model that aims to simplify the user experience and address the limitations of vePENDLE. The discussion covers the evolution of vePENDLE, the challenges faced, the mechanics of the new sPENDLE model, and the implications for liquidity and market dynamics. Dan also shares insights on the buyback mechanism and the future outlook for Pendle in the DeFi space. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ [https://x.com/ManoppoMarco/] Follow Lambro's Twitter https://x.com/2lambro/ [https://x.com/2lambro/] Follow Dan's Twitter https://x.com/DDangleDan/ [https://x.com/DDangleDan/] Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at: https://launchy.app/ [https://launchy.app/] -------- Chapters (01:00) Intro: Live with Dan from Pendle (02:41) The History of vePENDLE (Curve Wars Origin) (05:23) Why vePENDLE Failed: The "Unproductive Pool" Problem (09:02) The Announcement: Introducing sPENDLE (10:35) No More Locks: Transitioning 2-Year Lockers (13:11) The "30% Emission Cut" Alpha (14:20) sPENDLE Yield: Estimating 12-17% APY via Buybacks (17:56) Boros Protocol: The Funding Rate Play (25:25) Cross-Chain PTs: Expansion to Solana & Ton (28:26) Is the "Points Meta" Dead? (The Future of Yield) ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

#88 | Mayor Rugs, Tokyo Escorts, & Murdered Fish: Crypto is Back

In this conversation, Marco and 2lambro discuss various aspects of the crypto market, including the recent controversial token launch by the former New York mayor, the rise of meme coins like Tomato, and the current state of trading strategies. They delve into the implications of privacy coins and stablecoin regulations, share insights on market sentiment, and explore innovations in reputation and identity within the crypto space. The discussion also touches on the darker side of crypto, including scams and rug pulls, and concludes with thoughts on tracking smart money and future market predictions. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ [https://x.com/ManoppoMarco/] Follow Lambro's Twitter https://x.com/2lambro/ [https://x.com/2lambro/] Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at: https://launchy.app/ [https://launchy.app/] -------- Chapters (00:53) Intro: "Miss Trenches" is Back (01:19) The NYC Mayor Rug Pull (Eric Adams) (04:06) AI Meta: Claude AI Tomato & The Murdered Fish (06:03) Market Alpha: Shorting L2s & Trading "Story" (08:11) Why Privacy Coins are Dead (Dubai Ban) (13:45) Fluent's "Prints" & Reputation Identity (16:41) PEAK DEGEN: The "Tokyo Escort" Coin Saga (21:32) New Tool: Onchain Crime App (Smart Money Tracker) (25:40) Rumor: Starknet Listing on Solana? ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

#87 | He Left Citadel to Build The Fastest Blockchain in Existence!

In this engaging episode, host 2lambro welcomes Doug Colkitt, a seasoned professional in the crypto and trading space, to discuss the upcoming launch of FOGO, a new blockchain designed for high-performance trading. The conversation kicks off with a light-hearted introduction, where Doug shares his background in high-frequency trading and his transition into the crypto world. They delve into the essential features that make a successful decentralized exchange (DEX) and blockchain, emphasizing usability, security, and user experience. Doug outlines the unique aspects of FOGO, including its speed and reliability compared to existing chains like Solana, and the importance of aligning the blockchain's value with its applications. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ [https://x.com/ManoppoMarco/] Follow Lambro's Twitter https://x.com/2lambro/ [https://x.com/2lambro/] Follow Doug's Twitter https://x.com/0xdoug/ [https://x.com/0xdoug/] Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at: https://launchy.app/ [https://launchy.app/] -------- Chapters (00:00) Intro: Is Monad a "Catfish"? (05:22) Why He Left Citadel: HFT Quant to DeFi Founder (09:27) Fogo Deep Dive: 40ms Blocks & SVM Architecture (13:42) App-Chains are Broken: The Fogo vs. Hyperliquid Thesis (18:11) ALPHA: "Just Pay Attention" (ICO Hints) (23:37) Community Building: Why Vibes Matter More Than Metrics (27:35) Day 1 Launch: Valiant DEX, Nado, & NFTs (33:39) Career Advice: The Importance of Mental Flexibility ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.

#86 | Why Retail Left Crypto for Stocks

In this conversation, the hosts reflect on their New Year resolutions, particularly focusing on health and trading goals. They discuss their experiences in the trading market, highlighting the challenges and successes of the past year. The conversation shifts to the current state of the crypto market, the increasing interest in stocks, and the implications of policy changes. They explore emerging trends in crypto deals, new projects, and the gacha model's relevance in the market. The discussion concludes with thoughts on the future of prediction markets and the evolving landscape of crypto investments. --------- Follow Marco's Twitter https://x.com/ManoppoMarco/ [https://x.com/ManoppoMarco/] Follow Lambro's Twitter https://x.com/2lambro/ [https://x.com/2lambro/] Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at: https://launchy.app/ [https://launchy.app/] -------- Chapters (00:00) Intro: Sober January & New Year Resolutions (02:45) The "Round Trip" Year: How 2lambro gave back 60% of profits (07:59) The Retail Exodus: Why liquidity moved to Robinhood & Nvidia (13:42) The New VC Meta: Why Funds are incubating their own protocols (15:53) Peek into Zama FHE Tech & Privacy Narrative (18:11) "FOMO the FOGO": The Alpha rotation strategy (19:34) EdgeX Review: The "Maru" Meme Coin & Mobile Experience (21:45) Peek into Cascade (23:12) Farming Nado: The Kraken IPO Play (28:05) Live Gacha on PlayKami: Gacha & Polymarket would survive crypto market (35:28) What farming is in 2026 (38:37) FOGO Preview: SVM L1 & The Valuation Metric ------------------------------ Disclaimer All views expressed by the me is solely my opinions. I may maintain positions in the assets discussed in this podcast. This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.