Market Bubble ep.20: my full conversation 0:00 - Ansem(io), Phantom and DeFi regulation 3:38 - Tokenized stocks and Robinhood's RWA play 7:06 - Robinhood, Zcash and the Clarity Act 10:16 - The private Bitcoin thesis 13:14 - Pumpfun and this cycle's lasting coins 19:10 - Social trading and trader influence 25:39 - Bull market picks and managing wealth 31:18 - Current holdings, ZEC/BTC and MemeFi