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Season 25

24:51 S25E12

Bitcoin, Injective & the First Staked INJ ETF

The first staked Injective ETF filing, the executives gathering in Washington, and why institutional infrastructure matters more than short-term price action. Plus, why I continue to believe Bitcoin is Capital—regardless …

32:04 S25E11

Bitcoin Is Capital, If It Survives This

More than 50% off the all-time high. That's not a caveat. That's the test. Bitcoin is down roughly half from its October peak — its worst stretch since 2022. This …

25:54 S25E9

Bitcoin Broke Down. The Infrastructure Didn't.

Bitcoin dipped below $70,000 and fear returned to the market. In this episode, Chip explains why the dip may have been the opportunity before the deal—and highlights a Signals asset …

27:02 S25E7

They Checked the Depth

BlackRock, Apollo, and the parent company of the NYSE put $422 million into crypto infrastructure in 24 hours. That's not speculation — that's institutions moving when the rules get clear …