Boys Club

00:00 Welcome to Boys Club Live 00:33 Show <3 Vercel <3 Polygon <3 Anchorage <3 Octant <3 01:21 Vercel sponsor spotlight 02:28 Vibe coding and shipping 03:05 Tech merch discourse 06:25 Clout and brand signals 09:59 Merch strategy plug 10:58 <3 Octant <3 13:30 Guest intro Sam Broner 14:34 Building a stablecoin clearinghouse 15:35 What clearinghouses do 16:45 Why stablecoins fail payments 18:35 Genius Act turning point 20:16 Cheaper payments for everyone 22:43 Unbundling credit card fees 23:42 Mastercard and Visa moves 25:38 Agents Need Easier Payments 26:41 Building With AI Agents 27:16 Founder Mode Reflections 29:00 Michael Saylor AI Ad 32:58 AI Slop and Legality 37:36 Meet Alli Pope of Vercel 39:00 SF vs NYC Culture Shock 42:49 Vercel Programs and V0 44:43 Accelerator Trends and Demos 49:13 Hiring Advice AI Native 53:21 Slop and New Media Strategy 56:17 Hot Takes on Content 57:21 Ship It and Post Consistently 57:52 X Algorithm and Content Formats 58:51 AI Lowers the Bar Taste Wins 01:00:27 Personal Websites After AI 01:02:19 Design Decks vs Word Docs 01:09:33 Minimalist Website Philosophy 01:11:20 Anthropic Code Leak Breakdown 01:15:21 Vibe Coding vs Security Ops 01:17:05 Claude Logs Your Profanity 01:21:53 Data Privacy Social Credit Takes 01:24:40 Wrap Up and we love Anchorage!

00:00 Welcome to Boys Club Live 01:02 Cait's McDonald's Fit 01:41 The Trouser Skirt Debate 13:27 Lindsay Winder from Anchorage 14:29 Digital Asset Summit Takeaways and Institutional Crypto 20:15 Token Management as Risk Management 22:37 Revenue vs Token Price 26:32 AI Agents and Treasury Risk 28:57 Cap Table Red Flags and Token Launch Vibes 33:18 DAS Prediction Markets Panel 42:31 AI Fruit Love Island 48:49 Sora Shutdown and Disney 54:58 AI Psychosis at Home 01:02:24 Surveillance Pricing 01:06:34 VPN Hacks and Flight Myths 01:07:15 eBay Kitchen Beta Debate 01:08:09 Facebook Marketplace Food Tales 01:11:51 Meet Ostium Founder, Kaledora 01:14:20 Ostium Thesis and Product 01:18:57 Broker vs Exchange Liquidity 01:22:25 Oil Trade 01:24:11 Metals and Macro Volatility 01:27:49 Trader Data Bulls vs Bears 01:33:37 Wrap Up and Goodbye

00:00 Show intro and hosts 01:19 Haircut chat and cohost banter 02:16 Today's lineup and sponsors 03:00 <3 Sponsor spotlight Octant <3 04:00 Grimes joins LinkedIn 06:48 Robot videos and tennis bot 11:56 <3 Sponsor spotlight Anchorage <3 21:58 intro guest Austin Federa 23:58 What is DoubleZero 27:55 DoubleZero Edge and Solana data 31:02 Scaling debate and launch traction 34:24 Edge vision and global data layer 35:34 Decentralized Price Discovery 36:14 Crypto Flash Crash Lessons 37:25 Data Feeds Roadmap 37:56 intro guest James Kiernan of Octant 40:06 What Is Octant 41:33 Sustainable Grants With DeFi 44:44 Octant / Shutter DAO Partnership 46:31 Octant Vaults Explained 47:55 Octant V2 Modular Suite 51:46 Funding Ethereum Public Goods 53:24 Vanity Fair Side Chat 55:00 Quick Hits Banksy Doxed 58:10 Inflation Basketball Prices 59:57 Fashion Zara Galliano 01:02:44 Dupe Shopping

00:00 Live Show Kickoff 01:04 Lookalike Competition Talk 03:16 Meta Buys Bot Network 05:25 Distorted Emoji Moment 06:36 <3 Octant <3 08:01 Meet Zehra Naqvi From Lore.ai 09:06 Lore Product Explained 13:18 Launch Video Breakdown 16:06 Social Roadmap And Lurkers 18:09 Consumer AI Hype Check 23:28 Safety And Content Scope 27:55 Founder Obsessions Right Now 31:17 <3 Anchorage <3 32:32 Meet Megan Graham from WSJ 33:27 Viral Pharma Ad Story 34:18 Ozempic Ad Breakdown 35:46 Legal Disclaimers Explained 39:11 Pharma Ads and Consumer Health 41:15 Equinox AI Campaign 42:51 AI Backlash and Brand Risk 45:41 Likeness Rights and Lawsuits 46:37 DoorDash Social Strategy 51:36 Speed and Risk Tolerance 53:57 Social as Insights Engine 01:00:54 Internet Obsession and Wrap-Up

Special episode with Ted + Quasimatt!! 02:10 Ted Topic 1: GLP-1s, Hedge Funds, and the "Does Ozempic Kill Ambition (or Love)?" Debate 08:45 Ted Topic 2: "Bops:" IG-to-OnlyFans Funnels, Teen Incentives, and Internet Permanence 15:30 Natasha Topic 1: Hot Girls in Palantir & Anduril Merch 23:40 Natasha Topic 2: AI Moments: Bots Talking to Bots, Sora War Videos, and AI Psychosis 32:15 QuasiMatt Topic 1: Love Is Blind Villains and Tech-Grifter Archetypes 40:05 QuasiMatt Topic 2: Agentic Payments & Giving AI Your Credit Card 48:20 McDonald's Big Arch Live Review

00:00 Cold Open: Weird Austin Airbnb, Snow in NYC, and Weather Discourse Fatigue 07:20 Citrini Doomsday article and Flop Tweets 10:45 Snow Removal, Mamdani, and Doomsday Anxiety About AI + Unemployment 08:10 Justin Brill (Anchorage) Joins: ETHDenver Vibes, Stablecoins, and Institutional Adoption 20:45 Nicholas Cary (Blockchain) Joins: 2011 Origins, Surviving Every Cycle, and Agentic Payments 35:30 Market & Drama: Stripe vs PayPal, ZachXBT Tease, and Insider Trading Speculation 42:10 AI "Ghost GDP" Article: Will Automation Hollow Out the Consumer Economy? 48:00 Feel-Good Internet: Bad Haircut TikTok and Collective Coping 52:30 Catherine (Default Friend) Joins: AI Cryptids, Reborn Dolls, and Manosphere Culture 01:05:00 Wrap-Up: Clavicular Discourse, TikTok AI Edits, and Officecore in Austin

00:00 Cold Open & ETHDenver for Republicans 00:29 Mar-a-Lago Check: World Liberty Financial Summit Explained 02:16 Who's Showing Up: Brian Armstrong, FIFA, Kevin O'Leary & the Weird Guest List 03:58 What Even Is ETHDenver? 04:55 Brian Armstrong vs Bryan Johnson 06:55 RFK + Kid Rock 'Wellness' Video: Cold Plunge Fever Dream 11:28 Sponsor Break: Octant's Vaults, Grants, and Migration Day! 12:54 MrBeast Business Breakdown: Media Revenue vs Products vs Marketplace 19:02 MrBeast Expansion Mode: Step Banking App, Beast Mobile, and Trust Issues 19:51 Big Fundraises: Thrive's $10B and Dragonfly's $650M (Stablecoin Thesis) 23:03 AI Agents That Pay Their Own Compute: Wallets, Revenue, and Runaway Automation 25:24 Sponsor Break: Anchorage Digital and TGE and Banking Infrastructure 26:37 Jose Joins + Bagel Order Discourse (Scooping Is a Red Flag) 28:42 Logan Paul's $16.5M Pokémon Card Sale & Tokenization Controversy 34:42 Taste Discourse Begins: Paul Graham, 'Clothing Doesn't Matter,' and What Taste Really Is 38:33 Why Great Art Needs a Great Audience (and Better Taste) 40:47 Can Tech Companies Have Taste? Merch, Events & Unreasonable Hospitality 42:01 When "Taste" Becomes a Rigid Aesthetic: Gatekeeping & the Soho-ification Problem 45:32 Taste vs Capitalism: Markets, Monetization, and Letting Culture Marinate 47:58 Addison Rae as the Case Study: Contrivance, Effort, and Building New Pop Culture 50:31 The End of Jobs? Post-AI Work, Experience Creators, and an Abundance Future 55:52 Sponsor Break: Anchorage Digital meets QVC 57:01 Girl Scout Cookie Legend Pim: Viral Funnel, Scarcity, and Storytelling 01:01:29 Inside the Girl Scout Cookie Business: Revenue Split, Volume, and Product Hits 01:09:38 OpenClaw Gets Acquired: Timeline FUD, Open Source Promises, and Anthropic's Miss 01:15:24 Running OpenClaw in Slack: Privacy Fears, Setup, and What It's Actually Good For 01:21:43 Wrap-Up: Hallucinations, Lessons Learned, and Closing Thanks

00:00 Introduction to Boys Club Live 00:44 The viral Vogue clip 03:46 Market Talk 07:13 Shoutout to Octant 11:29 AI Etiquette and Social Contracts 15:19 Gigi Claudid: Training our AI agent 20:49 Norwegian Athlete's Emotional Confession 23:34 Unpacking Relationship Drama 24:44 Messy Olympics: Scandals in Sports 25:32 Partner Shoutout: Anchorage Digital 27:27 Podcast Recommendation: The Rest is History 29:40 Interview with Tatum Hunter: Internet Culture Insights 30:06 Deepfakes and AI Ethics 38:43 Personal Surveillance and Trust Issues 48:52 TikTok's Mental Health Rabbit Hole 52:16 Shill Minute: Best Cookie in Crown Heights 53:08 Introduction to Octant: Innovating Funding Models 54:52 Funding Ethereum: Grants and Sustainability 56:50 Octant V2: Revolutionizing Community Funding 58:43 Sustainable Growth and the Future of Ethereum 01:05:56 The Intersection of Venture Capital and Sustainable Funding 01:11:25 Guest Nick Devor of Barrons on Prediction Markets 01:12:50 Gambling and Insider Trading in Prediction Markets 01:23:01 CFTC Challenges and the Future of Regulation 01:26:11 Free Groceries: A Marketing Strategy 01:29:50 Conclusion and Final Thoughts

Thank you to 0x and Polygon for supporting this stream. 00:00 Introduction to Boys Club Live 01:32 Guest Lineup and Show Overview 02:33 Big News with Polygon 06:53 Year in Review 17:58 AI Design and Branding with Jamey Gannon 36:09 The Payment Stack with John Egan 43:04 Challenges of Cross-Border Transactions 43:58 The Role of Stablecoins and Blockchain 45:38 Competing with Established Brands 47:58 Polygon's Unique Position and Vision 53:21 The Future of Global Payments and AI 57:52 Retail Trading with Andrew McCormick 01:14:40 Throuples in WSJ 01:25:31 Introducing @Quasimatt 01:26:32 True Religion Jeans Comeback 01:29:22 Cultural Moods of 2025 01:40:22 Pete Davidson's Tattoo Removal 01:45:32 Six Seven Meme and Cultural Trends 01:51:46 Personal Cultural Moods for 2026 01:57:19 Closing Thoughts and Wrap-Up

Thank you to 0x and Polygon for supporting this stream.