A crypto podcast by @2lambro and @ManoppoMarco | We talk about all things crypto from builders' and investors' perspective. Expect a mix of degeneracy combined with thoughtful musings.

More Than Speculation
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Podcast Overview
A crypto podcast by @2lambro and @ManoppoMarco | We talk about all things crypto from builders' and investors' perspective. Expect a mix of degeneracy combined with thoughtful musings.
Language
🇺🇲
Publishing Since
10/4/2024
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Recent Episodes

August 5, 2026
Crypto cards: Actual utility or just clever marketing?
<p>In this episode we breakdown how crypto cards and neobank works behind the scene, how they operate, and whether if the hype is real or just marketing effort. Our guest, Thomas, co-founder of Paymentscan, an onchain crypto card data, shares his take on what the industry would look like 1 year from now------------------------------Follow (speaker)'s Twitter https://x.com/tsterethPaymentscan Xhttps://x.com/Paymentscan📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:00 Intro: crypto neobanks & stablecoin cards are the hot sector00:50 Thomas intro & what Paymentscan does01:38 How Paymentscan got started & the growth timing02:45 Key metrics: why volume beats TVL & transactions for neobanks04:27 Card issuers explained: Rain, Wirex, Kulipa & how they power neobanks05:32 First time using crypto for payments — Thomas, Marco & Lambro's stories07:40 Lambro's EtherFi card experience & the yield farming angle08:55 How the neobank stack actually works: issuers, wallets, Visa/Mastercard11:07 Top 2 cards Thomas uses: Plasma One & EtherFi12:03 Will neobanks launch tokens? RedotPay, KAST & the equity vs. token debate13:17 — Geography of users: RedotPay dominates Asia & Africa, EtherFi wins the West15:21 — Why RedotPay has no cashback but still wins — product market fit explained16:53 — Investor take: 20+ cards competing, will there be consolidation?18:51 — Self-custodial vs. custodial model: what happens when an issuer shuts down19:28 — Kulipa shutdown: how Ready & Solflare users were affected23:43 — Thomas's 3 predictions: hockey stick growth, non-crypto users, big fundraises25:48 — Thomas turns the mic: which cards do Marco & Lambro actually use?29:24 — What is Paymentscan's end goal? Transparency for an unregulated space31:32 — Final question: what does it take to make it in crypto?33:05 — Outro & where to find Paymentscan------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.</p>

August 5, 2026
Who is Leopold Aschenbrenner? The man who made $20b, then lost it in days | 119
<p>In this episode, we talk about the return of InfoFi, KOSPI market crash, and the backgorund of Leopold Aschenbrenner, a fund investor who made $20b in AI craze, then lost it all in days.------------------------------📝 Follow our X for some juicy yaps 🥤🧃👉https://x.com/morethanspecpod👉https://x.com/2lambro/👉https://x.com/ManoppoMarco/-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamps00:00 — Intro & Market check01:00 — Kaito Katalyst breakdown: new product, pivot from yaps to outcome-based marketing10:15 — KOSPI crash recap: 360k margin accounts liquidated, 2/3 under 3511:05 — Lambro's take: sitting out volatile markets & holding Berkshire16:36 — Leopold Aschenbrenner: $250M to $20B to margin call20:35 — Who's the next crypto main character? Mert, Saylor, Cobie?22:46 — ARC chain update: scams, fake bridges & Lambro gives up25:15 — Fake World Assets ($FWA): Uniswap V4 gacha hook explainer32:35 — Outro & market check teaser for next week------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.</p>

July 30, 2026
The truth about crypto VC - Are they extracting from retail or giving value? - Real Question Ep.3
<p>We've seen many crypto projects raised hundred of millions, but with that amount of money, they still seem to have a hard time getting users, transactions, and revenues. What went wrong? Is VC only extracting from retail through this hyped project?-------------------------📖 Read our free newsletter for the next best web3 products, strategies, and trends. Join 17,000+ web3 builders and investors at:https://morethanspeculation.substack.com/-------------------------------Timestamp00:00 Intro: Recognizing the pattern 03:41 What does VC actually look for in projects?06:15 How does VC and project usually negotiate07:10 Does VC make money on all of projects they invested in?08:12 Why is most token invested by VCs are almost guaranteed to go down?10:17 Is airdrop broken or projects are using it wrong?12:51 Would you invest in tokens that already raised hundred of millions from VCs?------------------------------🚨 Disclaimer 🚨All views expressed here is solely our opinions.This podcast is for informational purposes only and nothing in the podcast is intended to be financial, legal, or even life advice.</p>
118 total episodes available
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- What is More Than Speculation?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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