Mid-week macro updates - Magnificent 7 earnings & FOMC ERC8004 to be rolled out on Ethereum mainnet on Thursday Kinetq HIP3 markets and K points Aster airdrop napkin math (99% choose to hodl for 3-months
The 2026 Thesis: Why Your Crypto Portfolio Will Underperform in 2026
27/1/2026 | 54 min
In this thesis episode, we break down why adoption can accelerate while token holders underperform, what “value capture” really means, and the areas we think will matter most going into 2026.
Tuesday, Jan 27, Hyperliquid's HIP-3 Markets Hit $804 Million in Open Interest
27/1/2026 | 7 min
Hyperliquid's HIP-3 markets hit $804 million in OI Saylor buys 2,932 BTC, absorbing more than miners produce Polymarket x MLS - first major US sports league partnership Your MegaETH ecosystem guide
Monday, Jan 26, Should You Care About Ledger & CertiK's IPO?
26/1/2026 | 7 min
Macro updates: State of Japan's bond market ZachXBT tracks down the man who hacked the US government's seized crypto TLDR of Ethereum's Post-Quantum era SEC drops its suit against Gemini Exchange Upcoming IPOs: CertiK & Ledger Was Peter Schiff right all along?
Friday, Jan 23, "Literally Billions" of AI Agents Will Use Stablecoins in 3-5 Years
23/1/2026 | 8 min
In 3-5 years, "literally billions" of AI agents will use crypto and stablecoins - Circle's Jeremy Allaire MLMabc breaks down Hyperliquid team unlocks being OTC'd to a DAT Game changer for private DeFi: Railgun is rolling out Railgun Connect MetaDAO futarchy vote: MM or no MM?
The weekly podcast from the blocmates camp with Alex, Grant and Gazz, covering all the news that we've found the most worthwhile to talk about from the past week in crypto. Rate us FIVE STARS or please do one.