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

  • 222: AMA - 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea?

    42:55|
    The NIA boys do an AMA where they discuss 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea?Timestamps:(00:00:00) - Intro(00:01:28) - 1% Products(00:08:37) - Dream Businesses(00:17:59) - Disagreements(00:24:27) - BYD vs. Tesla (00:29:44) - is UBI a Good Idea?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
  • 221: Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx

    46:30|
    The NIA boys discuss Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx Timestamps:(00:00:00) - Intro(00:02:20) - Booking's $170B+ A/B Testing Machine(00:36:16) - How a $5000 Vegas Bet Saved FedEx 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
  • 220: Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI Deal

    01:10:01|
    The NIA boys discuss Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI DealTimestamps:(00:00:00) - Intro(00:09:28) - Stablecoin Opportunity(00:25:50) - Circle’s $25B+ IPO(00:38:52) - Credit Card Points(00:51:37) - WhatsApp Gets Ads (01:03:14) - Meta’s $15B Scale AI Deal 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
  • 219: Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump

    01:01:03|
    The NIA boys discuss Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. TrumpTimestamps:(00:00:00) - Intro(00:04:02) - Apple WWDC Liquid Glass Flop,(00:27:19) - Hollywood vs. Veo3(00:49:25) - Elon vs. TrumpWhat 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
  • 218: PSG Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal

    48:51|
    The NIA boys discuss PSG's Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal Timestamps:(00:00:00) - Intro(00:00:56) - PSG Win(00:07:07) - Dyson’s $20B Run(00:28:12) - Mary Meeker’s Trends(00:35:02) - Waymo vs. Lyft(00:43:09) - $500B+ Middle East AI Deal 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
  • 217: Google I/O Wrap, OpenAI’s $6.4B for Jony Ive & How Apple Fumbled AI

    59:04|
    The NIA boys discuss Google I/O, OpenAI’s $6.4B for Jony Ive & how Apple fumbled AITimestamps:(00:00:00) - Intro(00:03:59) - Meme of the Week(00:05:47) - Google I/O Wrap(00:32:55) - OpenAI’s $6.4B for Jony Ive(00:47:46) - How Apple Fumbled AIWhat 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
  • 216: Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating

    51:33|
    The NIA boys discuss Burrito Loans, AI Product vs. Distribution, Power Laws in Online DatingTimestamps:(00:00:00) - Intro(00:01:22) - Meme of the Week(00:02:54) - Burrito Loans(00:18:31) - AI Product vs. Distribution(00:38:46) - Power Laws in Online DatingWhat 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
  • 215: Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked?

    01:20:22|
    The NIA boys discuss Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked?Timestamps:(00:00:00) - Intro(00:10:27) - Meme of the Week(00:11:10) - Rent vs. Buy(00:16:00) - ChatGPT in College(01:07:30) - OpenAI’s For-Profit Pivot (01:14:00) - Is Google Search Cooked?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
  • 214: Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy

    01:34:01|
    The NIA boys discuss Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" ControversyTimestamps:(00:00:00) - Intro(00:06:40) - Meme of the Week(00:07:40) - The Myth of Warren Buffett(00:19:57) - Warren Buffett 60-Year Run(00:31:22) - Berkshire's $150B+ Apple Bet(00:41:01) - The Future of Berkshire Hathaway(00:47:06) - iPhone App Store Lawsuit(01:03:08) - OpenAI's "Glazing" ControversyWhat 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