Oneshot is a new weekly podcast from Framework Ventures that explores the intersection of commodities, energy, AI, and emerging technology through a crypto lens.
Podcast Overview
Oneshot is a new weekly podcast from Framework Ventures that explores the intersection of commodities, energy, AI, and emerging technology through a crypto lens.
Language
🇺🇲
Publishing Since
2/20/2026
1 verified contact email on file for Oneshot
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Recent Episodes
May 23, 2026
Hyperliquid, SpaceX, and The New Attention Economy | Roundup
This week, Michael and Vance sat down to discuss Hyperliquid's emergence as crypto's new attention asset, surging institutional flows and ETF demand, the SpaceX IPO filing, neocloud economics, Google I/O's token pricing pressure, Anthropic and OpenAI revenue trajectories, the SaaS apocalypse hitting Intuit, bond market signals, and the path to crypto market structure clarity. Thanks for tuning in! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti Subscribe on Apple: https://bit.ly/4aJwHen Subscribe on Spotify: https://bit.ly/4rZkkSt —- Timestamps (00:00) Introduction (01:52) HYPE Makes New Highs (12:07) Upcoming IPOs (19:19) Thoughts on SpaceX (27:17) Google I/O & Token Pricing (30:48) Frontier Tokens vs SaaS Subs (33:40) Intuit Craters (36:03) Macro Outlook & CLARITY Update —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
May 8, 2026
AI CapEx Melts Up, CLARITY Act Compromises, and Bitcoin's Recovery | Roundup
This week, Michael and Vance sat down to discuss AI CapEx melt-up, GPU pricing, and Michael Burry's disproven thesis, before turning to the CLARITY Act compromise on stablecoin yield, Bitcoin's quiet recovery, Saylor's strategy shift, the Anthropic-OpenAI race, newly announced funds, and AI's reshaping of workforce expectations. Thanks for tuning in! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti Subscribe on Apple: https://bit.ly/4aJwHen Subscribe on Spotify: https://bit.ly/4rZkkSt —- Timestamps (00:00) Introduction (02:33) AI CapEx Melt-Up (13:30) CLARITY Act Compromise (23:53) Bitcoin’s Quiet Recovery (28:44) Bitmine & Tom Lee (33:22) The LLM Horse Race (38:38) New Funds Announced (50:09) The AI Tooling Filter —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
April 17, 2026
SaaS Under Pressure, Saylor’s Bitcoin Accumulation, and HYPE’s Breakthrough | Roundup
This week, Michael and Vance sat down to discuss their macro outlook, AI's pressure on SaaS valuations, the evolving venture capital landscape, Michael Saylor's accelerating Bitcoin purchases, Hyperliquid's breakout moment, and the Fed chair nomination and rate cut outlook. Thanks for tuning in! – Follow Oneshot: https://x.com/OneshotPodBW Follow Framework Ventures: https://x.com/hiFramework Follow Michael: https://x.com/im_manderson Follow Vance: https://x.com/pythianism Subscribe on YouTube: http://bit.ly/4aytFti Subscribe on Apple: https://bit.ly/4aJwHen Subscribe on Spotify: https://bit.ly/4rZkkSt —- Timestamps (00:00) Introduction (02:11) Macro Outlook (08:33) Thoughts on SaaS & Fintech (16:50) The VC Model Today (23:04) Saylor’s Buying Spree (31:10) Quantum’s Impact on Crypto (34:06) Thoughts on Hyperliquid (46:55) The New Fed Chair —-- Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
8 total episodes available
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Frequently asked questions
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- What is Oneshot?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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