Decentral Lens: Bull Market FOMO | ETFs | Solana BONK | BTC Supply

Decentral Lens: Bull Market FOMO | ETFs | Solana BONK | BTC Supply | $Portal

8M ago 56:40

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In this week's episode, Chicago and Disco delve into the current bull market, focusing on the intense FOMO and its impact in anticipation of significant market events, including potential Bitcoin and ETH ETF approvals. They explore the surge in Solana's price, comparing it with Ethereum and other projects while also touching on the success of both BONK and the trending ORDI token. The duo discusses who might be shaping the narratives and launches in the crypto world, influencing news cycles.

The conversation then shifts to rumors about Qatar's potential investment of $500 billion in Bitcoin. This leads to a broader discussion on Bitcoin's supply and demand dynamics, considering its limited availability on exchanges (only 8.8% as of today), institutional adoption, and the role of sovereign wealth funds and ETFs. The hosts also touch on Ethereum's deflationary aspects.
Next, the show covers the recent "engagement farming" trend on crypto Twitter, and discuss the news of Jamie King, co-founder of RockStar Games, joining the Portal Foundation as an advisor. The hosts speculate on the coordination behind news releases and how airdrops are influencing the current market cycle.
The episode also revisits previous topics, including Spotify's recent layoffs, persistent FOMO-targeted Facebook posts, and the formation of a new AI tech alliance. The show concludes with a discussion on the critical battle between open-source and centralized AI and its potential impact on our future.
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Chapters

1. Intro, Bullmarket, FOMO (00:00:00)

2. Solana, Qatar's Potential Bitcoin Purchase (00:10:21)

3. Bitcoin Supply and Impact of ETF Approval (00:18:28)

4. Ethereum and Layer Twos (00:28:30)

5. $Portal & web3 Gaming (00:33:53)

6. Open Source's Importance in AI (00:49:40)

7. Feedback and Entertainment in Conversation (00:55:56)

51 episodes