Compute-Backed Credit on @solana. Introducing the USDai Market on Kamino, curated by @AllezLabs. @USDai_Official's yield-bearing dollar is backed by secured loans financing GPU infrastructure, bringing institutional GPU-backed credit to Solana.

If you’re a founder struggling to find product market fit, getting close to escape velocity, or just want to learn from others building onchain consider coming to this event. We’re bringing together a small, curated group of founders in Singapore, including a select few unicorn founders, to share what’s working, what isn’t, and the lessons they learned getting there. luma.com/confessions

Build something that matters. ALL19 early applications close tonight at midnight PT. $400,000 to each startup. Apply → alliance.xyz

We are investing $8,000,000 into 20 teams. Some founders come from SpaceX, Stripe or Google DeepMind. Others come with an idea and no logo. We back both.

The decisions that built a unicorn, and the ones they'd take back. Join Alliance and the founders behind some of the most succcesful companies in the space for 'Confessions of a Unicorn Founder.' No recordings, you'll have to be there. October 7: Singapore, 7 - 10pm SGT RSVP: luma.com/confessions

All Eyes on AI. Where Does Crypto Fit? | EP 77 00:00 Intro 02:17 We're back! 04:11 Where Are We in the Cycle? 05:24 Retail Speculation and Launchpad Wars 06:24 The Tokenized Stocks Race 08:05 Crypto Alchemy: Pairing Memes with Stock Tokens 09:49 The AMC and Vlad Drama 11:37 Robinhood vs Solana vs Base 13:39 Coinbase's App and Culture Problems 15:52 Why Robinhood is Winning 17:16 The Four Chains and Where Hyperliquid Fits 18:14 Hyperliquid's Revenue Decline 19:45 The "Verticals Will Win" Thesis 21:39 Hyperliquid's Competitors 24:10 Zcash: The AI/Privacy Thesis 27:20 Zcash vs Monero 28:18 Zcash: A Bitcoin That Can Change 31:40 Zcash's Origin Story 32:53 Solana's Embrace of Zcash 34:19 Zcash Price Targets 37:38 On-Chain Front Ends as the New Browsers 40:50 The Mag 7 Durability 43:14 Why P/E Ratios Don't Work in Crypto 46:00 Social Layers on Trading Apps 47:58 Could Facebook Build a Trading App? 48:52 Grok, Muse, and AI Agents in Daily Life 51:54 Computer Use as a Step-Function Change 54:52 Jobs, Doom Narratives, and Regulatory Capture 56:13 The Dario Manifesto 57:32 Ranking the Tech Leaders: Zuck, Elon, Sam, Dario 01:00:16 Qiao's Marvel Analogy 01:03:07 AI Agents "Escaping" Sandboxes 01:05:02 The 10% Doom Probability 01:07:49 Have We Created Consciousness? 01:08:32 You Can't Do Pure SaaS Anymore 01:09:46 AI-Native CRM 01:11:27 Compute as a New Asset Class 01:14:12 New Data Center Form Factors 01:15:39 "Energy is the Biggest Bottleneck" 01:16:42 Bringing Energy On-Chain and Chip Brokerages 01:18:55 Batteries, Solar, and Energy Arbitrage 01:21:11 Nvidia Chips as Collateral 01:22:43 Nvidia's Customers Building Their Own Chips 01:26:20 Microsoft's Closed-Loop Strategy 01:27:29 Chinese Open-Source Models and Regulatory Pushback 01:29:08 Imran and Qiao's Bags