Interviews with the founders building crypto, since 2014. Founder Hub, breaking news and a free weekly newsletter. Host: @Ashton_Addison_
Joined April 2014
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Crypto Coin Show retweeted
“I think millions is a small number for what we should be able to achieve.”
That's what @MartinElKhouri said in his interview with @CryptoCoinShow when asked about the 2.5M+ machines already visible on @peaq's public dashboard on machines.peaq.xyz
And apparently, that number matters a lot internally:
“It's the number one metric that matters. The number one metric that we look at every morning when we open our computer, every night when we go to sleep, is that machine count.”
2.5M+ machines sounds like a lot.
For peaq, apparently, it's just the beginning.
“The goal is to get it to the billions.”
That's quite a target.
Ship it! 🚀
Crypto Coin Show retweeted
2026 has been a pretty ridiculous year for investors.
The first couple of months saw international equities and cyclicals outperforming. Then we had the March/April selloff, an enormous amount of fear around the geopolitical situation, and an equity recovery that was increasingly led by technology.
A lot of people got thrown off by those shifts.
I discussed this with @Ashton_Addison_ earlier this week on the @CryptoCoinShow and why I'm most interested in the final quarter of the year.
Q4 of a US midterm election year has historically been one of the strongest periods of the presidential cycle, with that strength often extending into the following year.
Meanwhile, earnings growth across the AI infrastructure companies I've been following remains exceptional.
I've stayed heavily exposed to that part of the market throughout the year.
The next few months will be interesting to watch, especially with yields remaining elevated and the dollar continuing to influence liquidity conditions.
Full interview here: youtu.be/ncHeYxD0MJg?t=90
Crypto Coin Show retweeted
I got asked whether I think OpenAI and Anthropic are overvalued during my interview with @CryptoCoinShow.
It's an interesting question when you consider how much capital is going into these companies at private valuations. But I've personally been much more interested in owning the companies they're spending that money with.
$MU is a great example of that in my portfolio. Same with $TSM.
The model labs are scaling at a pace we've never seen in business history and the demand they're creating for compute keeps growing.
I'm curious to see where their valuations sit once they're accessible in public markets.
Full discussion:
The 60/40 portfolio ran retirement accounts for decades.
@lukedavisBMB, founder of @BMBInvesting, swaps the bonds for businesses (equities), bars (gold and silver) and Bitcoin, and cuts any altcoin that can’t beat $BTC.
Key moments:
1:09 2026’s head fakes and the midterm year
4:50 Investing vs trading your own portfolio
11:08 Businesses, bars and Bitcoin
13:24 Why an altcoin has to beat $BTC
16:05 $HYPE, privacy coins and revenue
19:58 Treasury companies vs owning spot
23:21 AI is the market
28:31 Are OpenAI and Anthropic overvalued?
34:07 xAI, Grok and the model race
Crypto Coin Show retweeted
Our co-founder & CEO @Kha_N_T joined @CryptoCoinShow to discuss what it takes to deliver reliable crypto market data.
Key insights from the interview:
- How Birdeye grew to serve 5,000+ enterprise clients while remaining bootstrapped through market downturns.
- How Birdeye reconciles trade data from hundreds of sources and delivers it to clients within seconds, with sub-second latency as the next milestone.
- Why RWA tokenization is increasing demand for onchain data that meets TradFi standards.
Watch the full interview below 👇
youtu.be/r64b6IpHtpQ
Crypto Coin Show retweeted
Bringing institutional finance onchain requires more than blockchain infrastructure. It needs tooling that fits into how businesses already operate.
@m_at_anvil joined @CryptoCoinShow to discuss Anvil’s latest milestones across institutional participation, real-world adoption, & the new SDK. All pushing toward a direct, more capital-efficient way to bring finance onchain.
Anvil lets you lock up the crypto you already hold as a guaranteed promise to pay, without selling it. We sat down with CEO Max Schwartz on the new @anvil_xyz SDK, the $5M ethereum:0xaeeaa594e7dc112d67b8547fe9767a02c15b5597 purchase and @Bullish bringing Anvil into its operations.
youtu.be/otB0vqvTYGk
Crypto Coin Show retweeted
I could listen all day to @m_at_anvil talk about collateral. Lucky for you he's on one of the OG @CryptoCoinShow and you get to hear about how the future will change for free. Check out this interview below 👇
Anvil lets you lock up the crypto you already hold as a guaranteed promise to pay, without selling it. We sat down with CEO Max Schwartz on the new @anvil_xyz SDK, the $5M ethereum:0xaeeaa594e7dc112d67b8547fe9767a02c15b5597 purchase and @Bullish bringing Anvil into its operations.
youtu.be/otB0vqvTYGk
Crypto Coin Show retweeted
on the @CryptoCoinShow, @ilblackdragon Talked about how excited he is for some of the things on the near:native roadmap, which includes private AI and how people can keep their data, physical goods and many more things.
Crypto Coin Show retweeted
I've been going to security token conferences since 2018 (Polycon Bahamas anyone?). Everyone wanted to tokenize. Nobody could trade, because there was no one on the other side.
Liquidity has been the 10 year hurdle. After sitting down with of @JohannKerbrat of @RobinhoodCrypto this week, I think it is finally breaking:
Since Robinhood Chain launched July 1:
• $1.6B TVL, $2.2B total asset market cap
• $170M in stock tokens across 190 assets
• 70%+ of stock token trading happens outside exchange hours
That 70% part is the key. Trump likes to make announcements Friday after the close. With stocks liquid 24/7, you can react that night instead of sitting on your hands until Monday.
Crypto Coin Show retweeted
The last few days have been packed with meetings and work on our fund architecture. Tomorrow I’m recording with @Ashton_Addison_ and @CryptoCoinShow
Tonight I’m laying out the next steps for solana:5iqjhP5ig6JWdXQf6hYAwojZeMf11pTCvH87gCQtpump
Fund A, our $1M trading operation behind the proposed buyback-and-burn model, and Fund B, the fund we’re developing for solana:5iqjhP5ig6JWdXQf6hYAwojZeMf11pTCvH87gCQtpump holders to participate in.
I’ll also walk through our plans for public testing and give you a first look at the dashboard direction.
Crypto Coin Show retweeted
I had the chance to sit down with @JohannKerbrat of @RobinhoodCrypto to talk about Robinhood Chain and where tokenized stocks go from here.
He sees memecoin activity bringing retail users and liquidity onto the chain. At the same time, Robinhood is building its stock tokens so developers can use them as a foundation for new products.
Here's a teaser. The full interview is coming soon on @CryptoCoinShow.
$HOOD
Crypto Coin Show retweeted
Not all "permanence" on blockchain is the same.
In my conversation with @arietrouw of @OfficialXYO, he explained two kinds.
"Can't be lost" means your data is stored forever, which is very expensive, and he argues nothing fully guarantees it, because things can still get lost.
"Can't be changed" means your data is locked so nobody can alter it after the fact, and that can take just one hash for as much data as you want.
That second kind is the problem blockchains actually solve: proving something hasn't been tampered with.
They've shown this use case perfectly with their new, simple crypto card game with @Gate AI. Your prediction against the AI is locked $XYO layer one onchain, and nobody can change it once the result is in.
As AI produces more and more of what we see online, being able to prove something hasn't been changed will only matter more, and blockchain is the tool built for that.
Crypto Coin Show retweeted
Crypto media has changed a lot since 2014!
@DogecoinZack, Founder & CEO of Genzio, sat down with @Ashton_Addison_, Founder of @CryptoCoinShow, to talk about Ashton's journey in crypto media and what he’s seeing in the market today.
Watch the full conversation below!
Crypto Coin Show retweeted
THE privacy play of this cycle is Zcash $ZEC.
- Just hit an 8-year high, ~$855
- Grayscale's spot ETF $ZCSH starts trading on NYSE Arca tomorrow
- Coinbase named as custodian
- Supply hard capped near 21M, only ~16.8M circulating
It's already had a real move, no denying that. Curious to see if that's enough to keep it going once the ETF news is priced in.
Crypto Coin Show retweeted
Don't miss this ➡️ cryptocoinshow.com/the-missi…
Check out this deep dive from @Ashton_Addison_ of @CryptoCoinShow, "The Missing Layer: Why AI and Smart Contracts Still Can’t Trust the Physical World"
Crypto Coin Show retweeted
My last post on ethereum:0x514910771af9ca656af840dff83e8264ecf986ca got a lot of pushback with "the partnerships have nothing to do with the token."
It's a fair question. Let's look into it.
The bear case:
- Chainlink Labs still sells ethereum:0x514910771af9ca656af840dff83e8264ecf986ca to fund operations
- On-chain fee revenue is small relative to market cap
- Price has lagged the adoption story for years
What the bears are missing:
- 45,000,000 LINK is already locked in staking and the community pool is FULL
- Node operators must stake 1,000 to 75,000 LINK each just to participate in the network
- As CCIP scales ($23B+ moved across 78 networks), staking requirements scale with it
- Standard Chartered projects 25x fee growth by 2030 with a $200 ethereum:0x514910771af9ca656af840dff83e8264ecf986ca target
The token isn't needed? 45 million ethereum:0x514910771af9ca656af840dff83e8264ecf986ca locked in for usage says otherwise. It's just still early in the fee accrual cycle.
Worth understanding both sides before writing it off.
ethereum:0x514910771af9ca656af840dff83e8264ecf986ca
Crypto Coin Show retweeted
We have some difficult news to share. Unfortunately, one of our shipping providers has experienced a data breach that exposed sensitive order data. This affects new customers in the US, UK, Sweden, Colombia, Brazil, Italy, and Portugal who received an order within the 90 days prior to August 8th, 2026.
The data exposed:
- Full names
- Shipping addresses
- Phone numbers
- Email addresses
The incident affects 11,742 customers with full exposure (name, email, phone number, shipping address) and 1,947 customers with partial exposure (name, city, email). The breach is limited due to Trezor’s strict 90-day data storage policy (we were also able to negotiate the same terms with fulfillment partners, who follow the same policy).
All affected customers have been contacted separately by email.
Our systems and devices remain secure, but affected customers could experience an increase in phishing attempts.
NEVER enter your wallet backup on a website or share it with anyone, and only check for updates on official Trezor channels.
We are deeply sorry to the community and those affected.
We are investigating this situation and will post updates on our blog:
trezor.io/blog/news/recent-c…
Crypto Coin Show retweeted
I've been seeing $LINK across the TL a lot today.
Q2 numbers just dropped:
- $4.9B in CCIP volume (+353% YoY)
- $7B+ in assets migrated to CCIP in one quarter
- $110B total value secured
- DTCC, Fidelity, 50+ banks, @RobinhoodCrypto Chain all building on it
Price hasn't caught up yet, but I've been a believer for many years.
Crypto Coin Show retweeted
During the last @CryptoCoinShow, speaking to @Ashton_Addison_, the founder of @RodmanLaw, said that crypto companies paying lawyers $3,500 an hour are just wasting money; you should never do that under no circumstances.