Myriad drove most of the conversation, with the crew questioning whether the raise, usage, and overall product direction really justify the excitement around it. That opened into a bigger prediction market discussion, where Kalshi’s surge helped frame the category as one of the clearest winners right now even if smaller players are still fighting to prove traction. OpenSea gave the show its other main thread, with a long discussion around the optional refund structure between waves 1 and 2 versus 3 through 6 and whether the SEC-CFTC backdrop helps explain why the rollout came back in a more uneven form than people expected. MegaETH and the delayed-TGE conversation added some market context, reinforcing the idea that a lot of teams may still be waiting for better conditions before pulling the trigger.

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