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0:00 Introduction
0:25 Thoughts on the market
3:25 Agenda
5:15 Solana ETH
7:40 SOLETH up 400% in 1 Yr
10:11 ETH ETF Not Positive Yet
12:07 SOL Flips ETH for Mindshare
16:00 Sui
19:00 All Have Bad Compendium Scores
19:20 Sep Oct Raining Tokens
19:40 SUI Vs SOL SCP Face Off
30:31 Politics Effect on Crypto
44:58 Wrapped Bitcoin
48:00 WBTC Custody FUD
51:30 Ethena
56:00 Prediction Markets