New episode just dropped with @0xcarlosg, @Kunallegendd, and @shaundadevens We went deep on some of the most critical topics in crypto right now Here is what we covered 0:00 Intro 1:34 Bitcoin lagging behind Stocks 4:14 Should you stop hiding in BTC 7:47 The Hyperliquid cash flow story 16:02 Morpho and the fixed-rate interest bet 24:33 Morpho valuation challenges 33:49 Ethena stepping into asset management 43:53 Can Ethena truly diversify 48:10 Analyst of the Week 48:51 Closing thoughts The big picture here is about cash flow dynamics across the crypto market Hyperliquid and Morpho are reshaping how we think about DeFi yields And Ethena is evolving into something much bigger than just a stablecoin protocol If you are looking for real alpha and structured analysis this episode is a must watch Drop your biggest takeaway below