Winning the Crypto Long Game

Episode 1 of The Big Brain Podcast, hosted by The Block's CEO Larry Cermak and MegaETH CSO Namik Muduroglu, was recorded with Dragonfly Managing Partner Haseeb Qureshi and Selini Capital Founder Jordi Alecander.

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In this episode, Haseeb Qureshi and Jordi Alexander discuss the similarities between poker and crypto, the economics of bitcoin's endgame, the intersection of AI and crypto, and more.

OUTLINE
00:00 Introduction
02:25 Similarities between Poker & Crypto
06:33 Maintaining Crypto Conviction
12:40 Surviving the FTX Fallout
17:55 FTX Marketing Spend
24:05 The Trump Era of Crypto
26:34 Bitcoin Endgame Economics
34:32 Crypto & AGI
43:07 Analysts vs. LLMs
47:47 Market Making & AI
51:52 F.A.F.O. Onchain

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SHOW LINKS:
- Apple: https://apple.co/43F3vmq
- Spotify: https://spoti.fi/44NT1lZ
- Larry: https://x.com/lawmaster
- Namik: https://x.com/NamikMuduroglu
- The Block Podcasts: https://x.com/TheBlockPods

GUEST LINKS:
- Haseeb: https://x.com/hosseeb
- Jordi: https://x.com/gametheorizing

EPISODE LINKS:
- AI 2027: https://ai-2027.com/
- Noise: https://www.noise.xyz/
- Dave White Thread: https://x.com/_Dave__White_/status/1866497496773804434

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