L1s, VCs, and the Bitcoin investments with Rajiv

Welcome to The Gwart Show! Today, @rajivpoc from @hiFramework joins us. We discuss the L1 trade narrative (“not cooked”), the influx of talented builders entering crypto, and dynamics between VCs and retail investors. Rajiv offers perspectives on Hyperliquid's success, the future of memecoins, and why Bitcoin-based financial products represent a massive opportunity. He also shares his optimistic outlook on washing away "grift" from the space while supporting serious builders with real business models. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Timestamps: 00:00 Start 00:50 Who is Rajiv? 01:35 Venture capital vibes 04:26 What are builders focused on? 05:54 AI + Crypto = ? 07:51 What's Rajiv's specialty 09:54 Are L1 investments cooked? 13:49 Application development 16:16 Infra vs Apps definitions 19:19 Pump Swap 20:41 Are memecoins done? 22:42 Hyperliquid 27:48 Hyperliquid & VC funding 32:37 Direct investment 36:35 Investment time horizons 40:11 Tokens don't make assets NOT securities 43:46 Long TSLA at 75x leverage LFG 47:21 Where's the trade in stablecoins 49:35 VC gonna get REKT? 57:21 Bleeding value from tokens 1:01:20 Golden age of pump & dump 1:05:48 I WANT TO BELIVE 👋 The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs is building Atlas, the blockchain purpose-built for verifiable finance. You may know of Ellipsis Labs by their first product Phoenix, a fully on-chain orderbook DEX that’s done over 50 billion dollars in unincentivized volume. They are one of the strongest teams I know in crypto. If you’re interested in working for a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. You can learn more and apply on Ellipsis Labs’ Twitter “at Ellipsis_Labs”. Don’t forget to check out Atlas too, @atlasxyz on Twitter. Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices