#46 - Synthetix: Ethereum's First Perp DEX (Coming Soon) - Ben Celermajer

#49 - AI Is a Bubble but It’s Bullish for Bitcoin - Adrian Morris

Adrian Morris is a founding partner of Bitcoin investment group True North and one of the foremost experts on Bitcoin & Strategy (formerly Microstrategy). It was a pleasure to welcome Adrian back to the show to break down the Strategy ecosystem as it stands today, including an in-depth explanation of STRC (Stretch) and how Strategy's financial product offerings function within the broader ecosystem.Adrian explains why Saylor recently sharing that he would sell Bitcoin should not come as groundbreaking news, and details how & why Saylor has sold Bitcoin in the past in order to service Strategy debt in 2022. Adrian and I also discussed the Cambrian explosion of AI, why AI is in a "bubble-like" state, the future of labour in an increasingly AI-integrated economy, why many of these effects feed positively into a long-term bullish outlook for Bitcoin, and much more.------------------------------------------------------------------------------------------------------------------SOCIALSAdrian Morris: https://x.com/_AdrianTrue North: https://x.com/TNorthTom Mitchelhill - https://x.com/ideacasinoNGMI: https://x.com/ngmi_xyz------------------------------------------------------------------------------------------------------------------TIMESTAMPS00:00 - October 10th10:45 - Strategy Ecosystem Update15:30 - STRC Explained + Critiques19:25 - Risk: Strategy Owns 4% of Bitcoin 22:55 Saylor: “Never Sell BTC” - Then Sells BTC 27:05 - Adrian’s Mid-Term $BTC Thesis30:00 - The Bull Scenario: BTC to $250k33:10 - Bitcoin’s Function as an Asset 39:52 - AI Bubble & Dispersion of Capital Back To Bitcoin45:00 - Agentic Use of Crypto: Bearish Alts 47:45 - Tokengooning 52:00 - K-Shaped Labour Scaling Economics1:00:00 - Learn To Code 2.01:05:00 - Behavior Bottlenecks

#48 - DoubleZero: The New Internet Layer For Crypto - Austin Federa

Austin Federa is the co-founder of Double Zero, a new infrastructure project that’s creating a new, high-speed layer of the internet for crypto. Previously, Austin served as the Head of Strategy at the Solana Foundation for 3 years.In this episode of The NGMI Podcast, Austin breaks down what DoubleZero is, how it all works, why he left the Solana Foundation to pursue a new project, why crypto needs a new infra layer for speed and throughput, and much more.Additionally, Austin explains the thinking and decisions that went into the 2Z token’s launch, he discusses its price action following launch, and describes the specific tokenomics and infrastructure elements of the project in great detail.

#47 - How The SPX6900 Memecoin Can Actually Flip The US Stock Market - Murad Mahmudov

Murad Mahmudov is a multi-cycle crypto investor who shot to immense popularity for popularizing the 'memecoin supercycle' market thesis, asserting that memecoins like SPX6900, MOG & POPCAT are capable of running to insane valuations in the absence of traditional valuation metrics. In this episode of The NGMI Podcast, Murad breaks down the genesis of the SPX6900 memecoin, what he means by the term "movement coin," why Bitcoin remains the best asset to own for the next 20 years, how crypto displaces traditional finance at every level, why memecoins will only grow more popular with retail investors, why XRP will fail while SPX6900 succeeds. Additionally, Murad almost perfectly calls the local top on the price of gold, explains why Bitcoin will proceed to flip the precious metal, breaks down his 'barbell strategy for memecoin investing, explains the impact of pump.fun on the wider market and much, much more.

#46 - Synthetix: Ethereum's First Perp DEX (Coming Soon) - Ben Celermajer

Ben Celermajer is the Strategy Seat at Synthetix (SNX), an OG DeFi protocol that is gearing up to release the first-ever perp DEX on Ethereum Mainnet alongside a $1,000,000 top prize trading competition... In this episode, Ben walks me through Synthetix's decision to abandon its L2 roadmap and launch a perp DEX on Ethereum Mainnet despite all of the challenges and runs me through the many lessons learned by the Synthetix team from building on the OP tech stack and other L2 ecosystems. Ben and I also discussed the details of the Synthetix Mainnet trading competition, which will feature a $1.5 million prize pool, the move to launch the Synthetix 420 Pool, controversy around the sUSD depeg, the correlation between SNX & ETH, and much more. Ben also shared some major insights on the SNX token heading into the remainder of this year and into 2026, as well as telling the story of how he first became involved in crypto.

#45 - Inside Seeker: Solana's Scheme To Break Apple's Grip On Crypto - Chase Barker

Chase Barker is the Head of Developer Growth at Solana Mobile. In this episode, Chase and I discussed how Solana plans to break Apple's stranglehold on crypto apps, why Solana decided to create a mobile phone in the first place, how Solana Mobile intends to revolutionize the world of crypto on phones, why he thinks Solana is the greatest ecosystem in crypto, and more.Chase also offered his thoughts on the biggest challenges the Solana ecosystem faces today, why he believes Solana has already flipped Ethereum (in all of the metrics that matter), why he's so ridiculously bullish on SOL heading into 2026, the realities of institutional involvement in the crypto industry, and why he believes SOL is the best crypto asset to build a sizeable position in over the coming weeks & months. ---------------------------------------------------------------------LinksChase Barker: https://x.com/therealchaseebSolana Mobile: https://x.com/solanamobileSolana Seeker: https://solanamobile.com/Tom Mitchelhill - https://x.com/thecryptojourno NGMI: https://x.com/ngmi_xyz NGMI Newsletter: https://ngminewsletter.xyz