The Market Runup

Episode 7 of The Market Runup is live 🎙️ @buffalu__ from @jito_sol on building Solana's MEV infrastructure We covered: - Tesla Falcon Wing doors → self-driving bulldozers → MEV infrastructure - Hardware/firmware background edge: reverse engineering and systems thinking - Why Solana: Qualcomm systems engineers understand computers, didn't buy L2 narrative - Jito-Solana runs on 94% of stake, generated $750M additional network revenue - Market layer manifesto: execution is the most important blockchain layer - Best place to trade Ethereum is on Solana—tightest spreads, beat all CEXs - MEV explained: high-frequency trading infrastructure, transaction ordering is lifeblood - Focus on apps and users over maximizing validator extraction - Doubling down through 2022 bear: dark times, considered pivot, ultimately tripled down - Legacy: helping parents and family move onchain to real DeFi Transaction ordering matters. Apps over extraction. Build useful products, not tech seeking use cases. Links below 👇

“Overthinking things or waiting too long to ship and trying to come up with the perfect system.” @buffalu__ from @jito_sol explains what most crypto projects are fundamentally getting wrong today.

"You just got to ship. It's really hard to ship and you just got to suffer through it and get something out there." Episode 7 of @TheMarketRunup is now live, featuring Lucas Bruder!

@buffalu__ @jito_sol Apple Podcast podcasts.apple.com/us/podcast/how… Spotify open.spotify.com/episode/35qwgg… YouTube youtu.be/H8LkDBw3yyA

Episode 7 of The Market Runup is live 🎙️ @buffalu__ from @jito_sol on building Solana's MEV infrastructure We covered: - Tesla Falcon Wing doors → self-driving bulldozers → MEV infrastructure - Hardware/firmware background edge: reverse engineering and systems thinking - Why Solana: Qualcomm systems engineers understand computers, didn't buy L2 narrative - Jito-Solana runs on 94% of stake, generated $750M additional network revenue - Market layer manifesto: execution is the most important blockchain layer - Best place to trade Ethereum is on Solana—tightest spreads, beat all CEXs - MEV explained: high-frequency trading infrastructure, transaction ordering is lifeblood - Focus on apps and users over maximizing validator extraction - Doubling down through 2022 bear: dark times, considered pivot, ultimately tripled down - Legacy: helping parents and family move onchain to real DeFi Transaction ordering matters. Apps over extraction. Build useful products, not tech seeking use cases. Links below 👇

Had a great recording with @theblondebroker for an upcoming episode of @TheMarketRunup to cap off a successful @/blockworksDAS week. It was a broad discussion about the under estimated impact of institutions building during a "crypto winter", what that means for the average investor. Erin is a pro, super engaging and, quite literally, a real fighter. Stay tuned for more.

“I want Bitcoin to be $1 million, but I want the dollar to be worth something when Bitcoin is $1 million.” @Scaramucci from @SkyBridge explains why a $1M Bitcoin driven by hyperinflation is not the go

“No one's going to give a sh*t about Barack Obama. Donald Trump certainly, definitely not me.” @Scaramucci from @SkyBridge explains why fame and personal status fade over time.

“I had probably 45% of the portfolio in Bitcoin. Now it's like 25ish%.” @Scaramucci from @SkyBridge explains how his Bitcoin allocation has shifted over time.

“Bitcoin is going to be seen as a digital store of value.” @Scaramucci from @SkyBridge explains the long-term narrative shaping Bitcoin adoption.

“Morgan Stanley, who yelled at me for buying Bitcoin five years ago, is now recommending it to their high net worth clients at a five times higher price.” @Scaramucci from @SkyBridge explains how institutional sentiment toward Bitcoin has dramatically shifted.

@Scaramucci @SkyBridge Apple Podcast podcasts.apple.com/us/podcast/sca… Spotify open.spotify.com/episode/4tQfnh… YouTube youtu.be/njg41Dxyk6o

This week on The Market Runup 🎙️ @Scaramucci from @SkyBridge on macro chaos and Bitcoin's moment We covered: - Energy facilities targeted, crude $55 → $116, Secretary Hague wants $200B - Dollar reserve status on the worry list, foreign central banks diversifying - Fed stuck: Powell admits outlook uncertain, stagflation rising - "Want Bitcoin at $1M, but dollar must be worth something" — Mike Novogratz • Generational shift: older gen gold, younger gen Bitcoin (email → web analogy) - Bitcoin demand drivers: institutions, governments, then retail - Morgan Stanley now recommending Bitcoin at $68K after yelling at Anthony at $16K - Biggest misconception: Bitcoin is a speculative toy with no intrinsic value - Tokenization: stocks and bonds first, Kraken + Nasdaq partnership coming 30-year-olds using email became 50-year-olds who built the web. Same pattern for Bitcoin. Links below 👇

Interviewing @Scaramucci on @TheMarketRunup Guess what we talked about👀

“The most important thing when you spin up a new agent is to optimize the prompt.” @kaiynne from @synthetix and @infinex explains why prompt design is the foundation of reliable AI agents.

Everything You Need to Know about The Iran War, Skyrocketing Gas Prices & What It Means for Your Wallet!!!

“AI agents are a bigger change and shift in the world, than mobile, than SaaS, even maybe the internet.” @kaiynne from @synthetix and @infinex explains why AI agents may be a generational platform shift.

“Even a bad idea in AI is going to be more successful than a good idea in crypto right now.” @kaiynne from @synthetix and @infinex explains how market timing can outweigh idea quality.

@kaiynne @synthetix @infinex Apple Podcast podcasts.apple.com/us/podcast/why… Spotify open.spotify.com/episode/4SjHmV… YouTube youtu.be/d77gRfUEEwg

Episode 5 of The Market Runup is live🎙️ @kaiynne from @synthetix and @infinex on building through the noise We covered: • Market feels like 2018: sideways crab, everyone questioning life choices • Hot take: 8 more months of chop, then capitulation validates four-year cycle • Bear markets are best, noise floor drops, you can actually focus • AI is the massive distraction pulling crypto's smartest builders away • Why duplicate projects keep raising money successfully • Building Infinex to solve DeFi's UX problem • The 2016 Ethereum greenfield opportunity happening in AI right now Links below 👇

“Once it's built into the law, it's like putting a concrete foundation under crypto.” @Matt_Hougan, CIO at @Bitwise explains why the Clarity Act could permanently solidify crypto regulation.