Oneshot

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!...

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 Fo...

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 Follo...

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, d...

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 Framewo...

This week, Michael and Vance sat down to discuss the state of the market, private-versus-public valuation gaps in AI and venture markets, a proposal to convert the Across token to equity, Strategy’s STRC product, potential crypto recovery narratives, and the role of bitcoin miners in AI data center infrastructure. Enjoy! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https...

This week, Michael and Vance sat down with Jito Labs’ CLO Rebecca Rettig to discuss the status of the CLARITY market structure bill, including congressional negotiations, committee roles, and the debate over stablecoin yield. They also cover regulatory dynamics, potential SEC and CFTC rulemakings, stablecoin oversight, implications for DeFi, and how the industry may evolve with or without new legi...

Welcome to Oneshot! OneShot is a new weekly podcast from Framework Ventures that explores the intersection of commodities, energy, AI, and emerging technology through a crypto lens. This week, Michael and Vance sat down to discuss progress on U.S. crypto market structure legislation, and industry consolidation. They also cover public versus private market dynamics, token valuations, AI adoption an...