John Gillen joins Kyle Reedhead and Martin to assess why Bitcoin’s resilience near $81,000 could be constructive despite inflation, oil prices and other macro headwinds. They also debate whether another move into the $70,000s could create a better entry point for altcoins before conditions improve.
The discussion focuses on Aave’s role in lending against tokenized assets, Solana’s Alpenglow upgrade and Venice’s growing private AI business. The group explains why Aave still needs stronger revenue, how faster finality and lower validator costs could support Solana’s long-term adoption, and why Venice’s reported growth is notable even though its equity-and-token structure introduces added complexity.
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