New episode with @tushar_jain @vaneckpk out now!
We discuss:
- L1s vs apps
- How to value tokens
- Building a portfolio in 2026
- Stablecoin chains, crypto cycles & more!
Timestamps:
00:00 Introduction
01:20 Where Are We In The Market Cycle?
06:35 Allocating In Crypto
16:12 Coinbase Ad
16:57 DAS Plug
17:22 How To Value Crypto Tokens
32:28 Investing In Apps vs L1s
38:10 Crypto Social & Stablecoin Chains
53:00 Investing In AI
59:40 Positioning In 2026

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The...