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 Alexander.

Listen below, and subscribe to The Big Brain Podcast on YouTube, Apple, Spotify or wherever you listen to podcasts. Please send feedback and revision requests to [email protected]

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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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