SaaS Under Pressure, Saylor’s Bitcoin Accumulation, and HYPE’s Breakthrough | Roundup

Hyperliquid, SpaceX, and The New Attention Economy | Roundup

This week, Michael and Vance sat down to discuss Hyperliquid's emergence as crypto's new attention asset, surging institutional flows and ETF demand, the SpaceX IPO filing, neocloud economics, Google I/O's token pricing pressure, Anthropic and OpenAI revenue trajectories, the SaaS apocalypse hitting Intuit, bond market signals, and the path to crypto market structure clarity. Thanks for tuning in! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti [http://bit.ly/4aytFti] Subscribe on Apple: https://bit.ly/4aJwHen [https://bit.ly/4aJwHen] Subscribe on Spotify: https://bit.ly/4rZkkSt [https://bit.ly/4rZkkSt] —- Timestamps (00:00) Introduction (01:52) HYPE Makes New Highs (12:07) Upcoming IPOs (19:19) Thoughts on SpaceX (27:17) Google I/O & Token Pricing (30:48) Frontier Tokens vs SaaS Subs (33:40) Intuit Craters (36:03) Macro Outlook & CLARITY Update —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

AI CapEx Melts Up, CLARITY Act Compromises, and Bitcoin's Recovery | Roundup

This week, Michael and Vance sat down to discuss AI CapEx melt-up, GPU pricing, and Michael Burry's disproven thesis, before turning to the CLARITY Act compromise on stablecoin yield, Bitcoin's quiet recovery, Saylor's strategy shift, the Anthropic-OpenAI race, newly announced funds, and AI's reshaping of workforce expectations. Thanks for tuning in! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti [http://bit.ly/4aytFti] Subscribe on Apple: https://bit.ly/4aJwHen [https://bit.ly/4aJwHen] Subscribe on Spotify: https://bit.ly/4rZkkSt [https://bit.ly/4rZkkSt] —- Timestamps (00:00) Introduction (02:33) AI CapEx Melt-Up (13:30) CLARITY Act Compromise (23:53) Bitcoin’s Quiet Recovery (28:44) Bitmine & Tom Lee (33:22) The LLM Horse Race (38:38) New Funds Announced (50:09) The AI Tooling Filter —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

SaaS Under Pressure, Saylor’s Bitcoin Accumulation, and HYPE’s Breakthrough | Roundup

This week, Michael and Vance sat down to discuss their macro outlook, AI's pressure on SaaS valuations, the evolving venture capital landscape, Michael Saylor's accelerating Bitcoin purchases, Hyperliquid's breakout moment, and the Fed chair nomination and rate cut outlook. Thanks for tuning in! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti [http://bit.ly/4aytFti] Subscribe on Apple: https://bit.ly/4aJwHen [https://bit.ly/4aJwHen] Subscribe on Spotify: https://bit.ly/4rZkkSt [https://bit.ly/4rZkkSt] —- Timestamps (00:00) Introduction (02:11) Macro Outlook (08:33) Thoughts on SaaS & Fintech (16:50) The VC Model Today (23:04) Saylor’s Buying Spree (31:10) Quantum’s Impact on Crypto (34:06) Thoughts on Hyperliquid (46:55) The New Fed Chair —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.

Investor Relations in the Onchain Era

In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses. As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model. The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities. Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.

Tempo Mainnet, Agentic Payments, and SEC Crypto Rulemaking | Roundup

This week, Michael and Vance sat down to discuss the macro impact of Middle East tensions on oil and markets, the SEC's crypto asset rulemaking, private credit liquidity risks, Tempo's mainnet launch, the agentic payments landscape, and the sustained growth trajectory of AI foundational models and GPU compute demand. Thanks for tuning in! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: ⁠http://bit.ly/4aytFti⁠ [http://bit.ly/4aytFti] Subscribe on Apple: ⁠https://bit.ly/4aJwHen⁠ [https://bit.ly/4aJwHen] Subscribe on Spotify: ⁠https://bit.ly/4rZkkSt⁠ [https://bit.ly/4rZkkSt] —- Timestamps (00:00) Introduction (00:47) Macro Outlook (09:12) SEC Crypto Rulemaking (12:57) State of the Market (23:42) Impact of BDCs (29:02) Tempo & Agentic Payments (37:54) Intersection of Crypto & AI —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.