We sat down with @andyyy to chat all things macro, Hyperliquid, ZEC and where this cycle goes next! 0:00 - Intro, the long weekend & the bull-market grind 1:27 - Jackson Hole, Arthur Hayes & "none of it matters" 3:30 - Stablecoins as national economic security 6:30 - The HYPE trade: the missed airdrop? 7:55 - HIP-3, Coinbase perps, Kalshi 10:27 - Lighter & the decentralized-perps "pie" 12:49 - The ZEC thesis: accumulate it like 2015 Bitcoin 15:55 - On-chain & the Robinhood/AMC meme war 18:22 - His PUMP target (25¢) & the "consensus barbell"(Decrypt)