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- Pump's ICO, The Radical Portfolio, Bitcoin Treasuries Bubble, and More!
Pump's ICO, The Radical Portfolio, Bitcoin Treasuries Bubble, and More!
Don’t miss this week’s content and interviews!
Juan Aranovich
June 07, 2025
Solana’s most viral app wants to raise $1 billion. But the crypto community isn’t completely sold on the pitch.
On Tuesday, a pseudonymous X account claimed that Pump.fun, Solana’s breakout memecoin launchpad, would raise $1 billion via an ICO at a $4 billion valuation. The potential deal? Multiple CEX listings, a 10% community airdrop, and maybe even a launch by the end of the month.
The community reaction? Not great.
In this episode, Syncracy Capital’s Ryan Watkins joins to break down the backlash, whether the raise makes sense, and what this kind of fundraising says about the current state of crypto.
He discusses:
Whether Pump needs $1 billion and what they’d even do with it
Why some people are furious, even as Pump prints revenue
If this is bullish or bearish for Solana
Why an airdrop was not pursued
Whether the $4 billion valuation makes sense
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
What if the entire financial system is mispriced, and Bitcoin is the answer? Jeff Park says the old playbook is over. Here’s what he says comes next.
Jeff Park thinks the most popular investing strategy of the last decades — the 60/40 portfolio — is dead.
Jeff has spent his early career inside the traditional system. But now, after two years in finance, he’s calling for a full rethink of the modern portfolio: from what counts as “safe” to how inflation actually works to why Bitcoin may be the real anchor asset in a world that’s spinning off its axis.
In this episode, the first in a two-part series, he and Laura dig into:
Why the 60/40 portfolio is quietly failing
What the rise of “resistance” assets says about trust in institutions
Why STRK and BTC are the distillation of Jeff’s radical portfolio
How traditional finance may be more correlated to crypto than you think
Why “time is liquid energy” and bitcoin is so valuable
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
A distressed crypto fund, global supply chain shocks, and a treasury craze that might just pop … The Bits + Bips crew breaks it down.
The Bitcoin Conference in Vegas is getting more political. Crypto treasury companies are exploding across the globe. And macro markets are flashing mixed signals, with geopolitics entering the chat.
In this episode of Bits + Bips, the panel dives into:
Key takeaways from Bitcoin 2025
The possible bubble forming around Bitcoin treasuries
How the SEC is fighting back against staking in ETFs
Whether Ethereum is finally catching up
How Ukraine just redefined trade risks
Why ETFs have seen so much inflows since the market bottom
How AI will impact growth and the job market
And … why James hates Las Vegas 😀
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
Crypto Power Shift: James Wynn’s Wipeout, Ethereum’s New Strategy, and the Case Against Foundations – The Chopping Block
In this episode, the crew tackles a triple-header of crypto’s growing pains: the bizarre saga of James Wynn—a memecoin gambler whose billion-dollar positions on Hyperliquid ended in public ruin; the Ethereum Foundation’s surprise rebrand into “Protocol” and its sudden embrace of hierarchy; and a bold manifesto from Miles Jennings calling for the end of crypto foundations as we know them. Is radical transparency a feature or a trap? Is Ethereum finally prioritizing execution over vibes? And are foundations just offshore theater, or necessary guardians of decentralization? The gang debates all this and more in a conversation that asks: who’s really in control of crypto—and should they be?
Listen to the episode on Apple Podcasts, Spotify, Pods, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.
In Case You Missed It 👀
The fund’s deputy managing director says that the surge in digital dollars is handcuffing central banks still coming to grips with Trump’s erratic tariff policies.
Crypto’s newest fad is turning publicly traded companies into leveraged asset holding firms. Some are predicting disaster.
Crypto treasury companies are seeing their stocks skyrocket upon launch. One such company believes execs shouldn’t be rewarded for that, and it is putting its money where its mouth is.
The company charted a bumpy course to reach the public markets, but its triumphant debut on the NYSE shows that the stablecoin era has arrived.
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