Is Crypto’s Next Meta About to Make Markets Explode?
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This week, David and guest co-host Tom Schmidt (Dragonfly) unpack a deceptively quiet crypto market with Bitcoin dominance hitting 66% and altcoins eerily still. What meta could flip the trend?
They dive into Circle’s explosive 10x IPO, Robinhood’s surprise crypto surge, and why Coinbase is finally catching up. Plus: the Kalshi vs. Polymarket drama, ICOs creeping back, and how meme coins might soon help you get a mortgage.
Also: Vitalik’s Layer 1 pivot, prediction markets heating up, and signs of a new retail cycle forming.
Tom Schmidt & Chopping Block
https://x.com/tomhschmidt
https://x.com/_choppingblock
https://x.com/dragonfly_xyz
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TIMESTAMPS & RESOURCES
0:00 Intro
0:46 Tom’s crypto vibe check
1:50 Markets
26:53 Kalshi Series C
htthttps://x.com/tomhschmidt/status/1937957381197185165thttps://www.wsj.com/finance/prediction-market-kalshi-hits-2-billion-valuation-in-new-funding-round-2d0c8b4cthttps://x.com/tomhschmidt/status/1937957381197185165thttps://x.com/hosseeb/status/19380651103517167076:50 US regulator orders Fannie Mae, Freddie Mac to consider crypto for mortgages
htthttps://x.com/pulte/status/1937944964656152800tthttps://x.com/crypto_bobby/status/19379519686196390463:44 Ethereum
htthttps://x.com/TrustlessState/status/19360375988055903649:04 What Tom’s excited about
53:01 Closing & Disclaimers
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