ETH ETFs go Live, COMP Attacked & Cosmos Drama

In this conversation, the hosts discuss various topics including the ETH ETF, flows data, the recent governance attack on Compound, and the state of the Cosmos ecosystem. They analyze the inflows and outflows in the crypto market, the impact of ETFs on the market, and the challenges faced by Cosmos chains. They also explore the concept of app-specific rollups and the potential of the Initial ecosystem. The conversation highlights the lack of a unified community in the Cosmos ecosystem and the difficulty in expressing a bet on its success. In this conversation, the hosts discuss various topics related to meme coins, NFTs, and the gaming industry. They touch on the success and potential of meme coins like Banana and Trump, the cult-like following of certain NFT collections, and the intersection of NFTs and meme coins. They also explore the role of gaming in onboarding users to crypto and the potential for incentivizing certain behaviors through tokens. The hosts express optimism about the future of gaming and the opportunities it presents in the crypto space.

Chapters

00:00 Introduction and Discussion on ETH ETF
10:09 Governance Attack on Compound
21:41 Challenges Faced by the Cosmos Ecosystem
30:24 Exploring App-Specific Rollups and the Initial Ecosystem
36:34 The Rise of Meme Coins
38:27 The Cult-Like Following of NFT Collections
39:22 NFTs vs. Memes: Tech and Value
46:59 Banana Listing on Binance
50:43 The Potential and Challenges of Solana
55:55 Gaming as a Gateway to Crypto Adoption
01:00:19 Incentivizing Behaviors through Tokens
01:09:59 The Future of Crypto and Innovation