Steady Lads Market Melt-Up! Pump ICO! w/ Alex Good & Santiago Santos
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Jul 19, 2025 Alexander Good, founder of Post Fiat, and Santiago Santos, founder of Inversion, dive into the recent surge of Ethereum and debate where we stand in the volatile market cycle. They discuss the implications of AI on crypto, the concept of a 'super bubble,' and how properties like XRP are evolving as retirement assets. As they explore ICO trends and market dynamics, they ponder whether we’re in an alt season and share strategies for navigating these exciting developments in crypto.
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AI Coding, Limited Productivity
- Despite AI writing significant code portions, productivity gains remain modest.
- This suggests AI's impact on real cash flow growth and GDP might be more limited than expected.
Fiscal Transfers Over Growth
- The economy is mostly an unfunded fiscal transfer benefiting the ultra-rich near the Fed.
- True productivity is stagnant despite government efforts to stimulate growth.
Back Institutional Adoption Coins
- Focus on institutional adoption coins like XRP, HBAR, and XLM during crypto's regulatory easing.
- Such coins are poised to benefit from renewed U.S. government support and deregulation.
