DraftKings vs Kalshi, Hype vs Solana and Ethereum Dies Slowly

SOL Bottom In? USDC Dead, OUSD to $2

The lads are back.  They discuss World launching a Solana-based prediction market inside Phantom powered by Chainlink and debate improving Solana sentiment, perps progress, and whether meme coins (including Ansem’s “Black Bull” and his reported airdrops) can run again.  They then cover the OpenUSD/Open Standard stablecoin consortium led by Bridge after Stripe’s acquisition, why it could pressure Circle/USDC, and the importance of distribution via partners like Ramp, while noting Tether may be less affected.  The episode also includes sport.fun league standings and a walkthrough of picking squads vs weekly teams, plus FIFA World Cup merch and sponsorship quirks, hydration breaks, and a Bobby Bonilla Day aside.

Trading the World Cup Onchain While Alts Decouple From Bitcoin

Grant, Alex and Lazer are joined by Adam from sports.fun for the usual overnight chaos, Saylor selling Bitcoin and HYPE printing new highs.  Then we fire up the World Cup Predictor on sport.fun, run through the fixtures and lock in who we reckon is actually winning the whole thing.  We're running a watchalong activation across the tournament, so stick around to find out how you can jump in and help pick our team.

DraftKings vs Kalshi, Hype vs Solana and Ethereum Dies Slowly

Grant, Alex and Eli are back to catch up on being weirdly disconnected from crypto, regretting sidelining HYPE, and reminiscing about missing obvious “alpha” like VVV.  Then it’s straight into Ethereum’s slow-motion identity crisis: DeFi roots, EF incentives, and why the market’s rewarding pragmatism over ideology.  After a quick detour into stand-up, dating and how cursed “I work in crypto and have a podcast” is, they unpack DraftKings vs Kalshi, why prediction markets look like shittier sportsbooks, and whether perps traders would just get banned as sharps.  They close on Hyperliquid’s USDH/USDC shift, Coinbase/Circle strategy, potential KYC books, and Solana’s perps fightback with Phoenix/Ellipsis and why listings matter more than tech in the long run.

DeFi Unites While the Ethereum Foundation Keeps on Selling

Grant’s back with Alex and Eli to talk about DeFi United and how Stani, Aave and the wider industry have banded together to save the day. But people are still just never happy, are they? Anyway, apparently the Bitcoin conference is garbage this year, RWAs is the dumbest name of all time and we’re going to Miami next week.  Spotify and links to follow all below. Please like and subscribe but most importantly, enjoy.

DeFi's Latest Donation to DPRK's Nuclear Apocalypse & Aliens Kill Scientists

563 joins Lazer and Alex this week to join the discussion around this week's news of the Kelp hack and the LayerZero fall out.  We're talking about the impact on DeFi as a whole and how we recover from the contagion. That's as well as getting into Cobie's latest appearance on threadguy's stream and what we took from that, TLDR: net positive for a multitude of reasons. Oh and also why creepy anons are moaning about ladies posting selfies on CT while simultaneously simping them with public comments asking 'Dubai?' Hope you enjoy it. Grant's back next week, give us a like and stuff like that. Cheers.