Share

cover art for 73: Tetranode (9-figure Whale) on ETH Merge, Bitcoin, DeFi & NFTs

Not Investment Advice

73: Tetranode (9-figure Whale) on ETH Merge, Bitcoin, DeFi & NFTs

•

Tetranode went from a dishwasher to a 9-figure crypto whale. We talk through why Saylor was wrong about ETH, what it's like operating in DeFi at his scale, the upcoming ETH merge, some not investment advice price predictions & audience questions.


Timestamps:

  • (00:00:00) - Intro   
  • (00:03:46) - Saylor, DeFi & Skin In The Game
  • (00:09:17) - Bitcoin settlement layer of value?
  • (00:11:46) - The Merge   
  • (00:15:14) - Tetranode’s First $100k + First Million
  • (00:18:24) - Ethereum Is Shattering Every Single Metric Except Market Cap   
  • (00:20:57) - Fair Criticism of Ethereum   
  • (00:22:25) - Evaluating Protocols On Ethereum   
  • (00:24:44) - Real DeFi
  • (00:27:37) - 3AC Tweet & Vitalik in the group chat  
  • (00:33:07) - Antifragility & Convex
  • (00:37:10) - What % of your portfolio is not crypto?
  • (00:37:58) - “Web 2.0 Puts Me To Sleep”
  • (00:42:10) - Levels of Security & Financial Sovereignty
  • (00:48:20) - Being A Public Figure   
  • (00:50:02) - Tetranode on Pomp   
  • (00:54:29) - Will Bitcoin Evolve?
  • (00:56:44) - Turning NFTs into DeFi   
  • (01:03:40) - Yield Comes From Speculation & Leverage
  • (01:04:45) - Longer Term Vision For DeFi
  • (01:12:24) - When Tetranode Got It Wrong   
  • (01:18:50) - Alternative Layer 1s
  • (01:26:43) - Second & Third Order Effects of The Merge 
  • (01:34:13) - Projects That Could Last A Decade   
  • (01:37:42) - Quick Break Before Twitter Q&A   
  • (01:38:44) - Tetranode's Day-to-Day & Decentralization vs Control
  • (01:42:44) - Price Prediction For ETH   
  • (01:45:23) - Project That Has Not Been Created That You'd Like To See Happen  
  • (01:47:12) - Who cares about decentralization?
  • (01:49:40) - Dishwashing Skills to Trading
  • (01:52:06) - Most Contrarian Trade
  • (01:54:35) - Is Tetranode One Person?
  • (01:58:03) - Where To Live
  • (02:01:52) - Favorite Books & CryptoPunk


What Is Not Investment Advice?


Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.


Watch + Subscribe on YouTube:

https://youtu.be/elTUJO7Blkc


Join our group chat on Telegram:

https://t.me/notinvestmentadvice


Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast


And our guest @tetranode

More episodes

View all episodes

  • 258: The Sphere’s $4B Business, Explained.

    31:27|
    The NIA boys discuss the Sphere’s $4B BusinessTimestamps(00:00:00) - Intro(00:01:19) - What Is the Sphere (00:03:28) - James Dolan's Three Public Companies(00:04:58) - The Backstory of the Sphere(00:10:45) - Revenue Breakdown: IP, Live Events, Sponsorships, F&B(00:14:37) - Expansion Plans(00:18:08) - The importance of IP (00:24:38) - James Dolan's Origin Story(00:27:20) - Final Thoughts and Fun Facts What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast

  • 257: Anthropic vs. Department of War, Block 40% Layoff & Jane Street’s 10AM Bitcoin Dump

    55:21|
    The NIA boys discuss Anthropic vs. Department of War, Block 40% Layoff & Jane Street’s 10AM Bitcoin DumpTimestamps(00:00:00) - Intro(00:03:20) - Anthropic vs. Department of War(00:37:13) - Meme of the Week(00:38:38) - Block 40% Layoff(00:47:31) - Jane Street’s 10AM Bitcoin DumpWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast

  • 256: AI 2028 Doom Report, Ghost GDP, Intelligence Displacement Spiral, Stablecoins vs Credit Cards & AI Agent Economy

    01:15:58|
    The NIA boys discuss AI 2028 Doom Report, Ghost GDP, Intelligence Displacement Spiral, Stablecoins vs Credit Cards & AI Agent EconomyTimestamps(00:00:00) - Intro(00:04:19) - AI 2028 Doom Report(00:10:58) - Intelligence Displacement Spiral(00:20:07) - AI Agent Economy(00:37:19) - Ghost GDP (00:47:16) - Stablecoins vs Credit Cards(00:58:13) - Private Credit Crisis(01:08:10) - Growing Inequality ConcernsWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast

  • 255: OpenAI Acquires OpenClaw, Ferrari x Jony Ive, LoveFrom’s Design Process & Winter Olympics

    47:29|
    The NIA boys discuss OpenAI Acquires OpenClaw, Ferrari x Jony Ive, LoveFrom’s Design Process & Winter OlympicsTimestamps(00:00:00) - Intro(00:02:14) - OpenAI Acquires OpenClaw(00:26:55) - Ferrari x Jony Ive(00:37:57) - Winter OlympicsWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast

  • 254: AI Super Bowl Ads, Bitcoin Sell-Off & SaaS-Mageddon Software Meltdown

    01:01:59|
    The NIA boys discuss AI Super Bowl Ads, Bitcoin Sell-Off & SaaS-Mageddon Software MeltdownTimestamps(00:00:00) - Intro(00:02:43) - AI Super Bowl Ads(00:26:14) - Bitcoin Sell-Off(00:46:46) - SaaS-Mageddon Software MeltdownWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast

  • 253: SpaceX Acquires xAI, Gold & Silver Crash, AI Agents Self-Organizing on Moltbook?

    46:31|
    The NIA boys discuss SpaceX Acquires xAI, Gold & Silver Crash, AI Agents Self-Organizing on Moltbook?Timestamps(00:00:00) - Intro(00:02:44) - SpaceX Acquires xAI(00:20:17) - Gold & Silver Crash(00:38:35) - AI Agents Self-Organizing on Moltbook?What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast

  • 252: Clawdbot Hype, Social Media Addiction & Alex Honnold’s Taipei 101 Climb

    51:59|
    The NIA boys discuss Clawdbot Hype, Social Media Addiction & Alex Honnold’s Taipei 101 ClimbTimestamps(00:00:00) - Intro(00:03:02) - Clawdbot Hype(00:24:38) - Social Media Addiction (00:44:19) - Alex Honnold’s Taipei 101 ClimbWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast

  • 251: ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New Film Model

    57:19|
    The NIA boys discuss ChatGPT Ads, Memory Stocks (Micron, Sandisk), Matt Damon & Ben Affleck New Film ModelTimestamps(00:00:00) - Intro(00:02:59) - ChatGPT Ads(00:35:43) - Memory Stocks (Micron, Sandisk)(00:47:54) - Matt Damon & Ben Affleck New Film ModelWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast

  • 250: Siri x Gemini, Claude Cowork & Jerome Powell Defiant

    53:28|
    The NIA boys discuss Siri x Gemini, Claude Cowork & Jerome Powell DefiantTimestamps(00:00:00) - Intro(00:01:10) - Meme of the Week(00:10:19) - Siri x Gemini(00:26:59) - Claude Cowork(00:38:54) - UBI Discussion(00:48:37) - Jerome Powell DefiantWhat Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast
Copyright Not Investment Advice
Hosted with ❤️ by Acast