Ep17 The Grift Stack

NET Society

The crew kicks off with Kanye’s rumored token and the broader trend of celebrity coins before diving into crypto’s market cycle—are we at the start of an institutional-led bull run, or is retail still stuck in a liquidity trap? They break down the growing role of institutional capital, massive token unlocks, and whether crypto-native projects need a new liquidity model. The conversation shifts to Uniswap v4’s innovations, exploring how it could reshape DeFi, lending, and automated trading. Finally, they tackle the rise of localized blockchains, debating whether cities, banks, and states launching their own L2s and stablecoins is inevitable—or just another crypto pipe dream.

Mentioned in the episode

Will Kanye launch a coin https://x.com/Polymarket/status/1887912402768859352

Botto p5.js https://x.com/jamiegourlay/status/1887872827275067646

Utah advances Bitcoin reserve bill https://deepnewz.com/regulation/utah-advances-strategic-bitcoin-reserve-bill-second-state-after-arizona-to-move-e6a96d67

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Aaron Wright: https://x.com/awrigh01

• (00:00) - Kanye and Celebrity Coins
• (03:10) - Institutional vs. Retail Sentiment in Crypto
• (08:08) - Token Unlocks and Liquidity Challenges
• (12:05) - Institutional Interest in Tokenization
• (17:24) - The Evolution of Crypto Market Dynamics
• (21:17) - Base as a Model for Channel Marketing in Crypto
• (24:54) - Muni Chain & the Future of Localized Blockchains
• (36:05) - Crypto Art & AI-Generated Art Trends
• (42:00) - Web3 Social & Tokenized Networks
• (45:03) - Uniswap v4 & the Future of DeFi Innovations
• (50:06) - States Accumulating Bitcoin & The Macro Perspective
• (53:29) - Speculating on Regional Coins