Risk On Podcast

Joined by Kru and Abbas from Umbra Privacy Covering: • The new Umbra web app, private transfers and swaps for onchain traders • The Streamflow partnership and why private vesting matters • Plus the usual Risk On rundown. 

Covering: • Mark Cuban says bye-bye Bitcoin • HYPE / NEAR / ZEC alt szn while BTC chops • Why David Hoffman sold all his ETH • A deep dive into the Risk On watchlist

Covering: • Saylor bought another $2B and BTC is still nuking  • SEC signals no regulation on tokenized securities, HYPE rips  • TRX is still up only and no one's talking about it  • Trump made 3,700 stock trades in Q1  • "Have you tried Phoenix Trade?" And more.

Covering: • Special guest Logjam: turning $1,200 into millions  • Saylor buys another $1B of BTC • Warren says CLARITY Act will blow up the economy  • Is Polymarket and Kalshi this cycle's OpenSea?  • The fall of James Wynn And more.

Covering:   • BTC flat while on-chain rips  • ZEC is going vertical • Cards fully retraced after unlocks  • SpaceX IPO coming in at $2.2T And more.

Covering: • Alon says gamble on memecoins, not prediction markets  • BTC loses 80k  • We're bombing Iran again? • Saylor pivot "buy more than I sell"  • Coinbase posts $400 million loss days after laying off 14%  And more.

Covering: • BTC & equities ripping  • A16z raised a $2.2B crypto fund  • GME offers to buy eBay at 50/50 cash/stock  • Coinbase lays off 14% of staff while Hyperliquid out-earns them with 20 employees

Covering: - The worst month ever for DeFi - Ansem, FaZe Banks & the market bubble - Pump Fun burns $307 million  - Crypto: the most snoozed topic since the X update And more.

This week we have fomo co-founder Se to debut FOMO’s new web app, premiere a high-production launch video, and walk through the desktop experience.  The guys talks about how the web app keeps FOMO’s cross-chain trading + social vibe (not just another terminal), highlights features like token pages with real user theses, faster live pricing, filters, and the new alerts feed, and teases ETH mainnet...

Covering: - BTC nukes over the weekend - AAVE / WETH still frozen - Asteroid on a tear And more.

BTC is ripping, stocks are at all-time highs, and sats is fully sidelined calling 78.3K the top.  On the menu this week: sats mapping out his exact path to topping the market (starts shorting 78.3, capitulates in the 80s, buys the top — the playbook is set) Swizzles hype bags and his new life as an OpenClaw pilled perps guy Wood bought lighter after specifically saying he would never buy lighter A...

Covering: - Hyperliquid Jeff Yan feature - Joe McCann & the Tanzania story - Nikita teases X crypto launch - They're throwing molotovs at Sam Altman And more.

Covering: - Anthropic’s new Mythos model - TAO loses its biggest subnet and nukes - Equities and crypto pumping, even Monad! And more.

Covering: - Trump plans to wipe out an entire civilisation  - Anthropic cuts off third-party tools - Claude’s relentless feature updates And more.

Covering: - OpenAI vs Anthropic - Drift exploit - Quantum FUD And more.

Covering: Memescope Monday Are memecoin bros finally finished? Claude’s relentless updates And more.

Talking: - Trump pauses potential Iran strikes - Oil & silver perps outperform crypto - Hyperliquid - Bear market stuff, we’re bored And more.

Covering:  - Building Discipline After Liquidations - Keeping Charts Simple - Picking Moments Not Chop - Adapting Styles and Avoiding Round Trip

Covering:  - Coins are ripping - CT is still trading oil - Will the trenches ever come back debate - Sats escapes Dubai  And more!

Talking: • Trump lifting Russian oil sanctions • HYPE ripping past $37 • Bittensor and TAO • Kled’s $5.5M seed round

Talking: • BTC rips to $70K as $210M shorts get wiped • Saylor buys $1.28B BTC • Do AI agents even need crypto?

Talking: • A16Z Crypto looks to raise $2B • Kraken gets Federal Reserve access • Meteora launches “Dynamic Terminal” • Fear & Greed still at 22 despite the bounce And more.

Covering: • The Axiom scandal • Iran closes the Strait of Hormuz • Ben Cowen and the bear camp And more.