Touch Grass Podcast

crypto conversations with @24_gutta and @rachit - covering stories, narratives, markets, tech and much more!

[Rhea @rheacts]

Manual execution is your edge over the hedge funds.

Trizzy on why retail traders actually have an edge over hedge funds in this market

"TA has never changed, the same profitable strategy still works to this day. But to be profitable in this market, you can't trade automatic. You're not trading entry, stop, TP anymore using that RR tool and actually making money. It's so rare to have an edge trading like that now"

"The hedge funds and prop firms that came in, they can't use manual execution, they're in positions too large to exit right away. So you have an advantage, you can exit whenever you want. A winning trade is a winning trade, sometimes I'll take 1K points off a fast move. You now have to actually understand what the price action means in the moment"

[Trizzy @ImTrizzy]

Thanks for having me on the newest episode @touchgrass_pod

Always a pleasure to go over the markets 🫡

[Rhea @rheacts]

"If you have a main account under 10K, you probably should just get a job."

Trizzy on why most traders don't have enough money to even let themselves win

"I don't think props should be used as your main account, a lot of people get that wrong. I'm using props to tag on risk to my main accounts. Most people trade with not enough money to even let themselves win"

"When I first started with a 1-2K account you just end up rinsing it, you're not even giving yourself a chance to win. If you're risking 20-30% a trade, even if you're the best trader in the world, you're not giving yourself a chance. You need a good amount of capital to make money"

[Touch Grass Podcast @touchgrass_pod]

@rachit @ImTrizzy New Episode w @tImTrizzy

Only on @touchgrass_pod w @rachit and @24_gutta

YouTube:

https://t.co/cAF45L3aNX

[Rachit Agarwal @rachit]

New Episode w @ImTrizzy

We discuss:

- Pure price action trading
- Bear market comparisons
- Positioning for the summer

And much more!

0:53 - Trizzy's intro to trading
1:28 - Adapting to new market conditions
3:55 - Progression as a trader
4:43 - Bitcoin volatility and the last 6 months PA
10:05 - Predicting the market meltdown in January
11:43 - Trizzy's trading style
15:34 - Price action is never random
18:15 - Less is more during the summer time
20:00 - Use prop trading to your advantage
22:34 - Dealing with big losses
24:42 - How Trizzy finds winning setups

[Touch Grass Podcast @touchgrass_pod]

"If I tell you this is backed by 800K Bitcoin, but I'm not going to sell it, then from a credit side, they are not going to underwrite it as a four times or like a 25% LTV."

@kevinlhr88 from @saturn_credit talks about Saylor selling Bitcoin to buy more and the potential impact on markets

"I think there's going to be a lot of volatility between the MicroStrategy stock and the Bitcoin price... MNAV goes from two to maybe -0.5"

"For STRC shareholders, this is actually very good because it shows that Saylor is committed to paying the dividend as well as keeping the peg."

"It's also not healthy for the market to bank on Saylor to never sell, right? So it's overall a net positive thing to the market."

[Rachit Agarwal @rachit]

New Episode w @kevinlhr88, founder @saturn_credit

Saturn announced their $2M seed round led by The Spartan Group last week

We Discuss:
- Rapid Growth of STRC and demand in Asia
- Saylor, Strategy and why they might sell Bitcoin
- Saturn Gravity Points and DeFi Integrations

1:21 - Kevin's fundraising experience
3:34 - where is Saturn's demand coming from?
6:45 - understanding @Strategy and perception w diverse investor categories
10:40 - Saturn's DeFi integrations w Pendle and Strata
12:50 - understanding why Strategy might sell Bitcoin
19:09 - current state of Strategy
22:13 - Kevin's founding story
24:19 - reception to rapid growth of STRC
26:14 - Kevin's relationship w @saylor
27:27 - understanding risks associated w Saturn
29:10 - Saturn's Gravity Points
30:17 - Saturn's future roadmap and vision

[Rachit Agarwal @rachit]

this week, on our ongoing crypto VC and investor series

we will be hosting -

> @MikeZajko, Founder of Lattice Fund
> @djchaudhry_, Founder of Paper Ventures
> @amitm_eth, Partner at Borderless

only on the @touchgrass_pod!

[Altius @AltiusLabs]

Every bull market is followed by a bear market, but tech keeps evolving through every cycle.

Hear from our CEO @_annabellehuang on the @touchgrass_pod with @rachit as she shares her journey, discusses today's industry bottlenecks, and explains the vision behind Altius.

[Rachit Agarwal @rachit]

ty @mango_ for having me on - great episode elaborating on the Sunrise mission and our listing process

im super pumped for everyone to see what we have in store for the month of June - more soon!

the sun is rising 🌅

[Touch Grass Podcast @touchgrass_pod]

@rachit @_annabellehuang new episode with @_annabellehuang

only on @touchgrass_pod w @rachit and @24_gutta

YouTube:

https://t.co/teW1m1NYnH

[Rachit Agarwal @rachit]

New Episode w @_annabellehuang

We discuss:

- Quants building high-performance blockchains
- State of RWAs
- Fundraising in bear markets

And so much more!

0:39 - Annabelle's background at Amber Group
3:32 - Thesis behind starting Atlius
5:45 - How quant finance translates to blockchain infra
7:58 - Building hybrid systems to push the limits of performance
11:43 - Why TPS is not accurate enough to measure speed
12:56 - Difference in Hyperliquid and Solana wrt execution
18:50 - Use-case driven optimization
20:42 - Bottlenecks to scale RWAs
24:57 - #1 advice to fundraising
27:52 - Roadmap ahead for Atlius Labs

[Rachit Agarwal @rachit]

i’ve always wanted to run a venture studio and have envisioned this being the next step for the touch grass podcast

i.e. live alongside 2/3 developers and build moonshot projects (with AI and vibe coding, I’m also able to contribute significantly now) similar to @tryhashtro

thinking additional perks would be that i pay for housing, food, gym etc etc

been interviewing many developers recently and looking to chat w more folks who are happy to re-locate and want to lock in

dm me

[Touch Grass Podcast @touchgrass_pod]

@iamgaurangdesai hey

[Karthikeya @24_gutta]

we had Alan from Railgun last year to chat about all things privacy

$RAIL is also repricing right now with the privacy narrative in full swing. One thing I found interesting is how TVL works in privacy and how it's completely different from that of a DeFi protocol

a must-watch if you're just diving into Railgun

[Touch Grass Podcast @touchgrass_pod]

"The protocol does something like $300 to $600 million in transaction volume a quarter"

@tsu_kareta, on the @touchgrass_pod last year December, explains how TVL works in a privacy protocol like @RAILGUN_Project

"What's happening mechanically is that users are depositing into a private address within the smart contract. They have their own private safe, and they can put money in it and transact"

"Privacy and TVL go hand in hand. I'd argue the moat for these contracts is that over time this compounds on itself- as the TVL grows, as the transactions grow, that privacy set increases."

[Rachit Agarwal @rachit]

privacy is back with @tsu_kareta from @RAILGUN_Project 🛤️🔫

in this episode of the @touchgrass_pod, i and @24_gutta sat down with Alan to talk about

> what is a zero zk address: efficient, cheaper and private than a 0x address
> alan's journey in the space
> integrating privacy tools into real-life projects
> privacy is gaining market share

and much more!

key timestamps -

0:55 - alan's intro: from trading to defi to privacy
3:04 - the journey of Railgun from 2021 to today
8:02 - how growing TVL strengthens security layers
11:01 - the #1 moment when it clicked: the beta contracts working
13:41 - user cohorts & demographics
15:12 - finding out vitalik uses railgun
17:29 - why talking about privacy is easier now (what happened to privacy in 2022 ?!?)
21:39 - what it’ll actually take for people to use privacy tech
25:47 - which wallets might integrate privacy first
27:42 - why "boring" tech wins adoption
29:00 - 2026 focus - railgun sdk enhancement, railgun reloaded to have more features
34:00 - RFP: payments invoicing app

[Rachit Agarwal @rachit]

everyone on the timeline talking about Railgun

KG and I had the pleasure of working w the Railgun team back in the day - supporting growth strategies

best day at the job was when Vitalik started publicly using Railgun lol

learn more about Railgun from @tsu_kareta, only on the @touchgrass_pod!

[Rhea @rheacts]

RoboStrategy is at 400% NAV premium, the demand signal is strong, Deus is the flywheel on top

Mauricio from XMaquina, on why closed-ended Robotics exposure is trading at a premium and Deus is the open market infrastructure layer on top.

"We spoke to Andrew Kang two years ago when we started building this. We exchanged notes and we've both seen that this is kind of obvious."

"RoboStrategy's NAV was at a 400% premium as of May 16th, multiple of 5x to NAV. That's a really strong signal."

"With Deus, NAV exposure is only part of the ecosystem. The RCM protocol lets you tokenize and trade asset-specific sub-DAOs, trading fees accrue back to the DAO. It's a growing economic flywheel rather than just a closed-ended fund."

[Arjun @clipsofcrypto]

Mauricio from XMaquina on why crypto needs to solve robotics ownership before it's too late

"Let's use the Teslas. Autonomous Teslas that are driving around Austin right now. There's no more drivers. Those are all owned and operated by Tesla. If they become the top taxi service in the US, they're going to control that whole market. It's a monopoly"

"We have to build models where people can plug in their machines to existing systems. Maybe you pay like a service fee, like 20% of all revenue to the company who's managing and putting you into that system. We got to create an open machine economy"

"Universal basic ownership is much better, where instead of them giving you just money, you're able to acquire some of the assets that are working in your city, in your community, and still be kind of sovereign. We don't want to own nothing and be happy"

[Touch Grass Podcast @touchgrass_pod]

@rachit @ZolKilla @dharmafibot @xmaquina New Episode w @ZolKilla and @dharmafibot from @xmaquina

w @24_gutta and @rachit

https://t.co/uMNyqlPWy1

[Rachit Agarwal @rachit]

New Episode w @ZolKilla and @dharmafibot from @xmaquina

We Discuss:
- Robotics Capital Markets
- Understanding XMAQUINA DAO mechanics
- Advancements in the broader Robotics space

0:40 - founder background + XMAQUINA thesis
6:45 - naming the project "XMAQUINA"
8:12 - forming robotics capital markets
12:11 - understanding the XMAQUINA DAO structure
16:18 - sourcing deals for the XMAQUINA DAO
18:54 - DAO governance and investment decisions
28:04 - the intersection of robotics and crypto
30:10 - whats actually happening in the broader robotics space
33:39 - thoughts on Robo Strategy (shoutout @Rewkang)
37:10 - wen TGE?