Murad Mahmudov is a multi-cycle crypto investor who shot to immense popularity for popularizing the 'memecoin supercycle' market thesis, asserting that memecoins like SPX6900, MOG & POPCAT are capable of running to insane valuations in the absence of traditional valuation metrics.
In this episode of The NGMI Podcast, Murad breaks down the genesis of the SPX6900 memecoin, what he means by the term "movement coin," why Bitcoin remains the best asset to own for the next 20 years, how crypto displaces traditional finance at every level, why memecoins will only grow more popular with retail investors, why XRP will fail while SPX6900 succeeds.
Additionally, Murad almost perfectly calls the local top on the price of gold, explains why Bitcoin will proceed to flip the precious metal, breaks down his 'barbell strategy for memecoin investing, explains the impact of pump.fun on the wider market and much, much more.
Ben Celermajer is the Strategy Seat at Synthetix (SNX), an OG DeFi protocol that is gearing up to release the first-ever perp DEX on Ethereum Mainnet alongside a $1,000,000 top prize trading competition...
In this episode, Ben walks me through Synthetix's decision to abandon its L2 roadmap and launch a perp DEX on Ethereum Mainnet despite all of the challenges and runs me through the many lessons learned by the Synthetix team from building on the OP tech stack and other L2 ecosystems.
Ben and I also discussed the details of the Synthetix Mainnet trading competition, which will feature a $1.5 million prize pool, the move to launch the Synthetix 420 Pool, controversy around the sUSD depeg, the correlation between SNX & ETH, and much more.
Ben also shared some major insights on the SNX token heading into the remainder of this year and into 2026, as well as telling the story of how he first became involved in crypto.
Chase Barker is the Head of Developer Growth at Solana Mobile. In this episode, Chase and I discussed how Solana plans to break Apple's stranglehold on crypto apps, why Solana decided to create a mobile phone in the first place, how Solana Mobile intends to revolutionize the world of crypto on phones, why he thinks Solana is the greatest ecosystem in crypto, and more.Chase also offered his thoughts on the biggest challenges the Solana ecosystem faces today, why he believes Solana has already flipped Ethereum (in all of the metrics that matter), why he's so ridiculously bullish on SOL heading into 2026, the realities of institutional involvement in the crypto industry, and why he believes SOL is the best crypto asset to build a sizeable position in over the coming weeks & months. ---------------------------------------------------------------------LinksChase Barker: https://x.com/therealchaseebSolana Mobile: https://x.com/solanamobileSolana Seeker: https://solanamobile.com/Tom Mitchelhill - https://x.com/thecryptojourno NGMI: https://x.com/ngmi_xyz NGMI Newsletter: https://ngminewsletter.xyz
Larry Lyu is the founder of a new Layer 1 blockchain network called Dango, which is designed specifically to revolutionize the market of on-chain, spot, DeFi trading. In this episode, Larry and I discussed why he dropped out in the last year of his PHD in Biochemistry to write smart contracts in crypto, why he's building a new blockchain from scratch for DeFi, the most important shifts in blockchain design and engineering of the last few years, some alpha for users looking to get exposure to Dango's upcoming airdrop and much more. This episode was truly incredible to record. Larry is a wellspring of technical knowledge and breaks down complex topics in a way that even I can understand.
Well worth the listen if you want to learn about all the ways DeFi has changed over the last few years and what lies in store for the industry.
Bisher Khudeira is the Chief Operating Officer at Stormrake, an Australian crypto brokerage firm based in Melbourne. In this episode, Bisher explains why he believes Bitcoin will reach as high as $220k in the next 18 months and ultimately, a price of $1 million per BTC in the next 5-10 years, and breaks down all of the macro factors that are yet to have an impact on the crypto market. Bisher and I also discussed why it's unlikely that a conventional "alt season" is on the way, whether or not Ethereum (ETH) will continue its outperformance, the death of memecoins, hyperliquid, why silver and precious metals are performing so well, the cult status of tokens like XRP and HBAR and price predictions for both, how he'd design a new crypto portfolio from scratch and much, much more.
LINKSBisher Khudeira: https://www.linkedin.com/in/bisher-khudeira/ Stormrake: https://www.stormrake.com/ Tom Mitchelhill: https://x.com/thecryptojournoNGMI: https://x.com/ngmi_xyz NGMI Newsletter: https://ngminewsletter.substack.com/
Louise Ivan is the co-founder and CEO of Ryder Wallet, a unique new crypto wallet that utilizes recovery tags instead of seed phrases to back up your crypto.
In this episode Louise and I spoke about the reasons why he decided to launch a crypto wallet startup in a hyper-competitive market, the story behind Ryder, why seed phrases are completely antiquated and should be done away with, the fundamental lack of consumer excitement for new hardware products in crypto, the changing landscape of Bitcoin L2s, why Bitcoin DeFi hasn’t taken off and a whole lot more.
LINKS
Louise Ivan: https://x.com/louiseivanvp
Ryder: https://ryder.id/
Tom Mitchelhill: https://x.com/thecryptojourno
NGMI: https://x.com/ngmi_xyz
NGMI Newsletter: https://ngminewsletter.substack.com/
Chuck Bradford is the co-founder and CEO of Dexari, a new mobile-first trading application built on Hyperliquid.
In this episode, Chuck breaks down his mission to deliver a best-in-class user experience for traders in crypto while staying true to the original, cypherpunk mission statement of crypto: sovereignty, self-custody, and self-direction.
Having worked previously at BinanceUS, Chuck brings a wealth of unique industry-side perspective into how new applications should be built, why decentralization matters, and offers some great analysis on the changing landscape of centralized vs decentralized financial applications.
Chuck and I also discussed how the Hyperliquid ecosystem has been a massive unlock for builders looking to deliver new financial products, the importance of solving financial products before anything else in the crypto industry, the new regulatory regime in the United States, as well as the future of Hyperliquid (HYPE) and its growing ecosystem of products.
If you'd like to try out Dexari, use the referral code 'ngmi' when signing up to enjoy 10% off your trading fees.
LINKS
Chuck Bradford: https://x.com/ChuckSBradford
Dexari: https://dexari.com/join/ngmi
Tom Mitchelhill: https://x.com/thecryptojourno
NGMI: https://x.com/ngmi_xyz
NGMI Newsletter: https://ngminewsletter.substack.com/
TIMESTAMPS
0:00 - What is Dexari?
02:00 - Lightbulb Moment For Dexari
04:40 - Building On Hyperliquid
08:53 - Backed by CT Natives
11:54 - The End Game For Dexari
14:16 - Working at BinanceUS
17:20 - Regulation
20:00 - The Gensler SEC
22:25 - Finding The First Users
25:07 - Next Up For Dexari
32:00 - The Future of Hyperliquid
35:50 - Bullish vs Bearish
Liam O'Doherty is the head of marketing at Binance ANZ.
In this episode, Liam breaks down the unconventional relationship that Australians have with Bitcoin, crypto, and property investment, and explains the core themes behind crypto as an asset class in Australia.
We also discuss the future of Bitcoin price action in the coming months, why more Australians don't own Bitcoin as a decent allocation in their larger portfolios, the difference between the American and Australian narrative when it comes to owning crypto assets, the main barriers that prevent Aussies from getting into the crypto market, and identify some of the catalysts that could bring retail investors back to the crypto market in droves.
Ran Yi is the co-founder of Orderly — an omnichain liquidity layer for decentralized exchanges — and also co-founder of the WOO Network, while Ben Yorke is the head of ecosystem at WOO — an ecosystem of crypto trading products and apps.
Together on this episode of The NGMI Podcast, Ben and Ran break down the current and future states of on-chain crypto trading activity, they explain how crypto technology is already infiltrating and consuming the world of traditional finance, why Decentralized Finance (DeFi) will play a role in revolutionizing financial behaviour, and offer a series of insights into memecoins, the Solana launchpad wars, why crypto and AI haven't found product-market-fit yet and much, much more. Ran and Ben also shared some upcoming information on future product launches for both Orderly and WOO that you'll want to hear about sooner rather than later.
This was a fantastic episode.
I always savour the episodes where I get to learn things and ask the "stupid" questions to people in the industry who really know what they're doing, and Ben & Ran know their stuff inside out. It was a pleasure hosting them on The NGMI Podcast, and I look forward to having them on the show again.
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LINKS
Ran Yi: https://x.com/ranyi1115
Ben Yorke: https://x.com/BenYorke
WOO: https://woo.org/
Orderly: https://orderly.network/
Tom Mitchelhill: https://x.com/thecryptojourno
NGMI: https://x.com/ngmi_xyz
NGMI Newsletter: https://ngminewsletter.substack.com/
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TIMESTAMPS
0:00 - Intro
01:07 - WOO Long-Term Vision
03:25 - WOO Ecosystem
06:12 - Ran Yi: Founding Orderly & WOO
14:10 - Omnichain & The Danger of Wrapped Assets
17:28 - RWA Tokenization
20:35 - Faster Settlements?
23:09 - Biggest Changes In Crypto Today
30:35 - Crypto & AI
32:30 - DEX Launchpads?
36:40 - AI & Crypto: When PMF?
37:29 - Memecoins & New Metas
40:00 - The Agency of Memecoins
46:20 - What Does Crypto Need To Solve?
49:10 - Most Bullish On vs Most Bearish On
Clouted is the man responsible for ETH Strategy: the first Ethereum Strategy “company” to be built as a DeFi protocol on the Ethereum network.
In this episode, Clouted and I discuss how Ethereum and crypto ‘Strategy’ companies like Bitmine and SBET actually work, how Michael Saylor’s MicroStrategy model of offering cheap options to acquire more Bitcoin & crypto functions at a granular level, how ETH Strategy will go about acquiring as much ETH as possible, how ETH Strategy’s native STRAT token really works, and how investors can accurately value Strategy companies and protocols.
Clouted also offered his thoughts on why Ethereum’s price action lagged the rest of the crypto market for so long, his take on what the future holds for Solana now that Ethereum is starting to reach escape velocity, why Ethereum remains the premier blockchain for DeFi builders and applications, as well as what inspired the birth of ETH Strategy and much more.
Financial Disclosure: NGMI Media holds a position in ETH Strategy’s native token STRAT after participating in the STRAT presale. We believe ETH Strategy is the most important and logical next step in bringing the ‘Strategy’ playbook on-chain and introducing accretive dilution into the realm of crypto by way of a novel DeFi primitive.
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Links
Clouted: https://x.com/CloutedMind
ETH Strategy: https://www.ethstrat.xyz/
ETH Strategy (Twitter): https://x.com/eth_strategy
Tom Mitchelhill - https://x.com/thecryptojourno
NGMI: https://x.com/ngmi_xyz
NGMI Newsletter: https://ngminewsletter.substack.com/
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Timestamps
0:00 - How ETH Strategy / Treasury Companies Work
4:05 - How Does ETH Strategy Acquire More ETH?
11:40 - How ETH Strategy Will Be Deployed
15:24 - How To Accurately Value Strategy Companies / Protocols (Velocity)
23:10 - Thoughts on Tom Lee & Bitmine?
26:42 - Clouted’s Thoughts on ETH Price Action
30:55 - Clouted on the Future of Solana
36:52 - Why is ETH Better At DeFi?
40:55 - What Inspired ETH Strategy?
42:56 - (IMF Mentioned)
45:40 - Next Steps For Listeners
Ben Simpson is the founder and director of Australia’s fastest-growing crypto research and education platform, Collective Shift.
In this episode, Ben explains how he went from running a business in the red for several years to cracking $1 million in monthly revenue, why he wanted to help people learn more about crypto in the early days, the importance of aligning incentives in financial education, the most important lessons for beginners in the crypto market, why he doesn’t own any Ripple (XRP) or Cardano (ADA), the psychology of taking profits and cutting losses, how to value speculative crypto projects and a whole lot more.
We also went into detail on how we expect Ethereum and other altcoins to perform in the coming months, why Bitcoin is set to grow continually over the next decade, our thoughts on the Solana ecosystem, speculative plays further along the risk curve, and the wider landscape of crypto in Australia and abroad.
Ben is a crypto industry veteran with 8+ years of experience navigating markets and helping others get their foot in the door of crypto in a sensible way.
He’s also an all-round great bloke who can speak his mind clearly on markets and gets right to the centre of what matters when investing, scaling a business in a hyper-volatile industry, and navigating the crypto ecosystem.
SOCIALS
Ben Simpson: https://www.linkedin.com/in/bensimpsonau/
Collective Shift: https://collectiveshift.io/
Tom Mitchelhill - https://x.com/thecryptojourno
NGMI: https://x.com/ngmi_xyz
NGMI Newsletter: https://ngminewsletter.substack.com/
TIMESTAMPS
0:00 - The First $1M Month at Collective Shift
03:10 - Why Ben Started Collective Shift
06:30 - Aligning Incentives
08:30 - The Most Important Lessons For Crypto Beginners
13:00 - Ripple (XRP) Analysis
20:00 - Polkadot’s (DOT) Marketing Failures
21:00 - The Problem With Cardano (ADA)
22:20 - The Best Crypto Investments Are Potential
26:00 - Will Crypto Revolutionize Payments?
29:00 - Solana: The Non-Consensus Trade
31:30 - Trading Psychology
40:00 - The Biology of Loss Aversion
43:32 - Farmer With $8M in SPX6900
46:00 - Crypto Exchanges In Australia
48:00 - False Promises In Crypto Education
49:58 - Why Bitcoin Could Grow Larger Than Gold
54:48 - Australian Property Market Ponzi
57:43 - AI & Future Employment
1:01:35 - International Meme Fund
1:05:30 - Most Bullish vs Most Bearish
Matthew Quek is the co-founder and Chief Operations Officer of GRVT, a decentralized crypto exchange that offers a centralized trading experience.
In this episode, Matthew and I discussed how he discovered crypto, why he started GRVT, its key points of difference from other competitors in the market, why he opted to pursue a regulation-first approach with GRVT, and he explains in detail why blockchains are the superior technological operating system for the entire financial world.
We also spoke at length about what Matthew sees as the most overlooked and important parts of the crypto industry today, and he broke down many of the biggest headline/news events in crypto through his own professional lens.
Matthew shared that new users of GRVT can still participate in its points program, which will earn them a share of a 20% GRVT airdrop in the not-too-distant future.
Dark Forest is a former analyst at crypto venture capital firm Tangent Ventures who now manages his own capital as a solo prop trader.
In this episode Dark and I discussed why macroeconomics exists solely as a field for employing macroeconomists, how to identify the next altcoins that you can hold for a long time, the new meta of traditional financial firms like Robinhood entering into the crypto space, the hidden alt season in equities, AI agents and the potential areas of confluence between artificial intelligence and crypto, Hyperliquid’s outsized success, the pumpdotfun airdrop and (delayed) token distribution, what’s in store for memecoins heading into 2026, why Coinbase and Base are a confused crypto product offering, MegaETH, robotics and more.
Dark Forest is among the most logical and well-reasoned traders in crypto, who has an incredible backlog of major successes in the crypto industry, both as a private investor and analyst at leading VC firms. It’s always a distinct pleasure to have him on the show, and Dark stands out as one of the best sources of insights to show up on the NGMI Podcast.
SOCIALS
Dark Forest: https://x.com/DarkForestCap
Tom Mitchelhill - https://x.com/thecryptojourno
NGMI: https://x.com/ngmi_xyz
NGMI Newsletter: https://ngminewsletter.substack.com/
Adrian Morris, a consultant and MicroStrategy expert, comes back on the NGMI Podcast to break down his laundry list of main reasons why he believes the crypto market won't witness an "altcoin season" this time around and offers his price prediction for Bitcoin in this current market cycle.
Adrian explains how Bitcoin Treasury Companies and institutional investment into Bitcoin will fundamentally mute the capital rotation out of BTC and into the altcoin sector, and explores how Bitcoin Treasury Companies actually work at a high level.
Adrian and I also discussed whether or not the Treasury Company model can work for other crypto assets, including Ethereum (ETH) and Solana (SOL), why it's harder for altcoins to run like they did in 2017 or 2021, reasonable price predictions for Bitcoin in this current cycle, how Adrian first discovered Bitcoin, and more.
Matt Walrath, the founder and Director of Crypto Tax Made Easy (a specialist accounting firm for crypto assets) breaks down all of the need-to-know information for filing your crypto taxes this financial year.
In this episode, Matt shared the most important crypto tax information he wishes everyone knew, the tax implications of airdrops, how Hyperliuqid structured their airdrop to benefit holders, which crypto tax software you should use, why pre-sales are a good method for lowering tax basis, and a whole lot more.
Matt and I also discussed how he first started Crypto Tax Made Easy and grew it from a one-man operation to a team of 12, breaking down his key learnings and highest leverage decisions during the growth stage of his firm.
Bernardo Bilotta, the founder of crypto payments app Stables Money, offers an industry insider's perspective on the future of stablecoins and how they will replace and revolutionize the financial services sector.
In this episode, Bernie breaks down the primary use cases of stablecoins as they stand today and offers several key insights into the future utility of stablecoins in B2B services, international payments, and many other key sectors of finance. We went over why stablecoins are primed for major adoption, what this adoption will look like in practical terms, and discussed the kind of crypto tech that's likely to be picked up by both retail and institutions, and what the difference between the two looks like.
Bernie also shared some alpha on his own company, Stables Money, and their upcoming points program, as well as breaking down the reasons behind his decision to incubate a fintech startup in Australia and the challenges he's faced as a result. A very strong episode with one of Australia's best crypto founders.
Get Stables: https://stables.money/
Use the ref code for a bonus: Stables-HMFNB7
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SOCIALS
Bernie: https://x.com/stablesbernie
Stables: https://stables.money/
Tom Mitchelhill: https://x.com/thecryptojourno/
NGMI: https://x.com/ngmi_crypto/
NGMI Newsletter: https://ngminewsletter.substack.com/
Pav Hundal, the lead market analyst at Swyftx, breaks down all the factors that could lead to a massive rally in the price of Bitcoin, altcoins, and memecoins in the coming months.
In this episode, Pav shares a long list of macro insights that point toward increased global liquidity in the coming months, which could be a boon for crypto assets.
Pav and I also spoke about why a roster of new ETFs could be a huge catalyst for altcoins, why a select few memecoins will probably perform extremely well, why crypto games suck so much, whether we'll see a real "alt season" anytime soon and much more.
Daniel Barr, the co-founder of SpaceComputer (the first-ever blockchain launched in outer space) explains how his project is building the financial infrastructure for the future economy in space.
Barr and I discuss what kind of industries we can expect to see take off in outer space, what the future "space economy" might look like, how close we are to seeing cypherpunk/science fiction narratives come to life and why now is the perfect time to try and capitalize on the space industry.
SpaceComputer is building cypherpunk crypto systems for the space frontier: The first tamper-proof computer that elevates tokenization to orbit, removing earth-based barriers to free market dynamics and enabling the advent of genuine human liberty.
Kain Warwick, the founder of Infinex & Synthetix, and Illia Polosukhin, the founder of NEAR Protocol, explain a new partnership that will see Infinex add support for Bitcoin, XRP, and Dogecoin on the Infinex platform and discuss the profound impact that AI & crypto will have on the world within the next 6 months.
Kain and Illia discuss how NEAR 'intents' change the game for permissionlessly listing assets on decentralized exchanges, what the future of AI and it's integration into the normal world really looks like, why you only have 6 months to earn all the money you can before AI makes everyone irrelevant, what the best crypto AI projects are, and much more.
Adrian Morris, a consultant and MicroStrategy expert, comes back on the NGMI Podcast to explain how Michael Saylor's MicroStrategy is the newest "money printer" and why those standing closest to it will benefit the most from the Cantillon Effect.
He also addresses concerns and dispels several key myths that surround Michael Saylor's MicroStrategy (now Strategy).
Adrian breaks down how the various complicated mechanisms within MicroStrategy function in simple language and explains how MicroStrategy’s ecosystem of financial products expands and consolidates Bitcoin in traditional markets.
Adrian and I also got stuck into many other broader topics like why Bitcoin has any value at all, Nick Land's Dark Enlightenment, the consequences of technological progress, Thorstein Veblen, why Artificial General Intelligence (AGI) is still a long way away and what happens when AI comes for everyone's jobs.