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NEW EP: Vance Spencer & Michael Anderson on The Neo Finance Bull Thesis
A new category is being born, and 2026 will create crypto's Magnificent 7.
In today's episode, we sit down with @pythianism & @im_manderson of @hiFramework to cover:
-The Rise of Neo Finance
-How 2026 Creates Crypto's Magnificent 7
-Token Structure Clarity & Property Rights
-Sky, Sirup & The 3-4 Assets Worth Owning
-Why Equity Outcomes Are Surging
-BMR's Massive ETH Call Position
-The Biggest Market Shift Happening Right Now
Full episode links below.
Timestamps:
00:00 Intro
01:17 Neo Finance
06:02 The NuFi Thesis
10:31 Stablecoins & Asset Management
13:30 infiniFi, Halliday, Kalshi Ads
14:39 2021 CeFi vs. 2025 NuFi
20:40 Token-Equity Dilemma
27:05 Investable Crypto Assets
32:56 YEET, Trezor, Hibachi Ads
35:00 The Mag 3-4 of Crypto
40:36 Bull Case: ETFs & Positioning
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