NGMI Podcast

#19 - Memecoins Are WORSE Than Gambling - Max Burwick

Max Burwick is the founder and Managing Partner at Burwick Law, a crypto law firm that is engaged in several high-profile class action lawsuits against firms such as Pump.fun and failed memecoins like Hailey Welch's HAWK token and the scam LIBRA token. Max and I talked about why memecoin investing is nothing like a casino, why memecoins are WAY riskier than normal gambling, where personal responsibility ends and legal action begins in crypto, why he's fine with being called an "ambulance chaser" and much, much more.

#18 - How Synthetix Can Take Over Modern DeFi (420 Stake It) - Kain Warwick, Ben Celermajer

This week I sat down with Kain Warwick, the founder of Synthetix and Benjamin Celemermajer, the head of strategy at Synthetix to discuss how Synthetix is jostling to make a comeback in the new world of Modern DeFi.
Ben and Kain ran me through how the Synthetix 420 Pool (launched March 7) is introducing a new staking mechanism to deliver higher yields to SNX stakers, zero liquidation risk for stakers, greater stability for sUSD and improved capital efficiency for the SNX ecosystem.
We discussed Snaxchain, the problems of 'Modern DeFi' in 2025, how DeFi is secretly thriving despite market sentiment, and much, much more.
Socials
Kain Warwick: https://x.com/kaiynneBen Celemajer: https://x.com/CelermajerBSynthetix: https://x.com/synthetix_ioInfinex: https://x.com/infinex_appTom Mitchelhill: https://x.com/thecryptojournoNGMI: https://x.com/ngmi_cryptoNGMI Newsletter: https://ngminewsletter.substack.com/ 

#17 - Jackson Zeng - Australia’s “Real” Economic Data Is Completely Wrong

Jackson Zeng is the CEO of Caleb and Brown. He's one of the most successful crypto investors in Australia and an expert on macroeconomics.
While usually a more crypto-focused podcast, we went in heavy on Australia's housing crisis and key economic problems.
In this episode Jackson breaks down how Australia is rapidly debasing its currency, why most of the economic figures we view Australia through are completely wrong, why Bitcoin is important to understand as a tool for 'saving' money, and much more.
Socials
Jackson Zeng: https://x.com/im_jacksonzengCaleb and Brown: https://www.calebandbrown.com/Tom Mitchelhill: https://x.com/thecryptojournoNGMI: https://x.com/ngmi_cryptoNGMI Newsletter: https://ngminewsletter.substack.com/ 

#16 - Kain Warwick - How Solana Can Fix Itself After LIBRA Memecoin Scandal

Kain Warwick, the founder of Synthetix and now Infinex, says Solana needs to fix its incentive models and internal processes to overcome its current issues with "extractive" memecoin launches — particularly following the recent LIBRA coin scandal.
However, Kain also says Solana's memecoin extraction problem is no different to the extraction meta Ethereum faced with ICOs in 2017 — it's simply a matter of blocking out the "bullshit" and getting on with the task at hand.
Kain Warwick is the founder of crypto's UX layer Infinex and DeFi protocol Synthetix and has been leading the charge in the crypto industry since 2014.
Socials
Kain Warwick: https://x.com/kaiynne Infinex: https://x.com/infinex_appTom Mitchelhill: https://x.com/thecryptojournoNGMI: https://x.com/ngmi_cryptoNGMI Newsletter: https://ngminewsletter.substack.com/ 

#15 - AicroStrategy: An AI Agent-Powered MicroStrategy On Base - 4CT

4CT is the lead developer of a new protocol called AicroStrategy: a blockchain-based version of Michael Saylor’s Bitcoin-holding company MicroStrategy, except this one is managed by AI agents.
MicroStrategy operates entirely on the Ethereum Layer 2 network Base, leveraging AI agents to loop Coinbase Wrapped BTC (cbBTC) across DeFi protocols including Morpho and Aerodrome to maximize yield and accumulate more BTC.
The team are close to launching its convertible bonds process which will allow users Users will swap USDC for $ABOND, which offers upside exposure in $AISTR. $ABOND is then redeemable at a future date for discounted $AISTR (if above strike) or your original USDC amount (if below strike).
Socials
4CT - Telegram: @Zk_techAicroStrategy: https://x.com/aicrostrategyTom Mitchelhill: https://x.com/thecryptojournoNGMI Newsletter: https://ngminewsletter.substack.com/ 

#14 - Why Solana & AI Will Take Off In 2025 - Jae Sik Choi (Greythorne)

AI agents could supercharge Solana's performance heading into 2025, especially with a pro-crypto and AI administration sitting in the White House under Donald Trump.
As an analyst and portfolio manager at Greythorn, Jae Sik Choi offers a powerful understanding of the crypto market and shares his predictions on why AI agents could supercharge Solana's performance in 2025.
Jae shares his take on how markets will react to Trump's inauguration next week, why he thinks AI is a blessing for Solana's price heading into 2025, whether or not you should invest in AI agents on Base or Solana, why ETH probably won't outperform next year and why the "AI meta" is probably here to stay. Check Out Kaito: https://yaps.kaito.ai/referral/1531193685861441538Socials Jae Sik Choi: https://x.com/0x_JaeThorn
Tom Mitchelhill: https://x.com/thecryptojourno
NGMI Newsletter: https://ngminewsletter.substack.com/ 

#13 - How To Invest In Memecoins (Take Profits) - Boot

Boot is a very competent crypto investor — especially when it comes to memecoins — and was the former marketing lead for several crypto projects. He's one of the most knowledgeable people I've spoken to about trading memecoins and he offers a lot of valuable lessons about not getting wiped out and actually getting out of trades with cash in the bank. DISCLAIMER: This episode was recorded before the election of Donald Trump, so a lot of the commentary from 45 minutes on is a little dated. However, I think many of the lessons Boot shares about being wary of euphoria and ensuring you take sensible, consistent profits — is extremely important regardless of the difference in conditions now.Social LinksBoot: https://x.com/lowercaseboot Tom Mitchelhill: https://x.com/thecryptojournoNGMI Newsletter: https://ngminewsletter.substack.com/ 

#12 - AI & Crypto Will Be Weirder Than You Think - Andy Ayrey

Andy Ayrey is the developer of Truth Terminal, the AI entity that discovered the crypto memecoins Goatseus Maximus (GOAT) and Fartcoin (FARTCOIN).
Andy and I talk about how Truth Terminal actually works, why Truth Terminal is so horny and why the intersection of artificial intelligence and cryptocurrency will be stranger than anyone can possibly imagine.
Andy shares what he believes will be the worst-case and best-case scenarios for the development of AI, and why crypto AI memecoins like GOAT and FARTCOIN will continue to capture attention heading into 2025. Socials Andy Ayrey: https://x.com/AndyAyreyTruth Terminal: https://x.com/truth_terminal Tom Mitchelhill: https://x.com/thecryptojournoNGMI Newsletter: https://ngminewsletter.substack.com/ 

#10 - Memecoins Are 'Perverse' & Crypto Is Broken - No.One

No.one has an extensive academic background in psychoanalysis and psychology. He's a long-time crypto degen and is extremely sceptical of a lot of the activity that we see in crypto today, particularly when it comes to memecoins.
 
In this episode, we discuss the major problems that crypto as an industry is yet to overcome, the economics of crypto assets, financial nihilism, why he believes memecoins to be a “perverse structure” and much more.

#9 - How to Get Locked In for the Crypto Bull Market - Ben Simpson

Ben Simpson is an entrepreneur, crypto investor and founder of the crypto education platform Collective Shift. In this episode, Ben shared why he's not selling any of his crypto holdings for another few months (at least), the ethics of running a company that provides financial advice, why having a 'sell strategy' is crucial, memecoins, altcoins and much more.