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therollupco


NEW EP: Global Instability Is Fueling the Greatest Crypto Boom Yet with Arthur Hayes and Mike Silagadze

The global financial tides are shifting.

In today's episode, @ayyyeandy & @robbie_rollup are joined by @CryptoHayes of @MaelstromFund and @MikeSilagadze of @ether_fi for a conversation about:

> Trump’s Pump Fake on China
> Macro Indicators For $BTC & Gold
> ETH/BTC Discussion
> etherfi's Cash Card
> DeFi’s Return To Fundamentals

Full episode links below.

Timestamps:
00:00 Intro
00:54 Magic Ad
01:11 $ETH vs. $BTC
06:14 Trump Walks Back on Tariffs
10:37 Gold vs. Bitcoin
13:15 Treasury Buybacks
16:36 Fundamentals in Crypto
19:16 DeFi Revenue & Tokenomics
22:22 Outperforming $BTC
30:03 Mantle Ad
30:44 Rise of etherFi Cash
32:40 M&A in Crypto
40:59 Arthur’s Market Predictions
45:06 Memecoins vs. Traditional Tokens
48:12 etherFi GTM

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