Crypto Twitter Says Bear, Wall Street Says Bull with Framework Ventures founders

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17d ago 43:43

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Crypto Twitter thinks we're in a bear market. Wall Street thinks we're in a bull run. Who's right?

In this episode, we sit down with Michael Anderson and Vance Spencer, founders of Framework Ventures, to discuss why every LP is asking about stablecoin exposure, why the four-year cycle narrative is fundamentally broken, and whether the Hyperliquid unlock is actually bullish.

We discuss:

- Why Every LP Is Asking About Stablecoin Exposure

- The Four-Year Cycle Narrative Is Fundamentally Broken

- Uniswap's Revenue Share: Four Years Too Late

- RWA Looping vs Recursive Lending Explained

- The Dangerous Rise of Opaque Off-Chain Fund Managers

- Why Staking ETFs Just Killed The DAT Thesis

- Build A Business Model Or Die

- Is The Hyperliquid Unlock Actually Bullish?

00:00 Intro

02:22 Every LP Wants Stablecoin Exposure Now

04:49 The Wallstreetification of Crypto

07:15 Build A Business Model Or Pivot

09:26 Crypto's Oversell Thesis Explained

11:12 Relay Ad, Hibachi Ad

14:05 RWA Looping: The New Leverage Game

18:52 The Curated Lending Market Path Forward

23:44 Rehypothecation Risk Analysis

25:40 Alvara Ad, Talus Ad

28:20 Uniswap's Revenue Meta Mistake: 4 Years Too Late

33:40 The Double Dipping Era

38:07 Staking ETFs Kill The DAT Thesis

42:49 Hyperliquid's Bullish Unlock Theory

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