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27: Mackenzie Burnett - Accounting for America

Mackenzie Burnett (Website, X) is the co-founder and CEO of Ambrook, financial software for independent businesses starting with farms and ranches. We trace her arc from a policy-first upbringing (USDA household, Congressional internships, climate-security research at Stanford) to a building software for rural America. We talk about why Mackenzie loves America and cares about agriculture, the challenges of aligning sustainability with business and government, and pragmatically building resilience. Mackenzie talks about the American Dream and why independent small businesses are the foundation of it in many ways.Then we get into Ambrook’s product philosophy: why “all roads lead to accounting,” how multi-P&Ls and biological inventories make farms deceptively complex, and why understanding bookkeeping and money movement enables better decision making and understanding over the long run for big and small businesses.We also talk through Mackenzie's broad ambition for Ambrook; her growth as a leader; brand, aesthetics, and environment; Ambrook's editorially independent research division, Offrange, and more. Mackenzie is one of the most quietly ambitious and focused people I've met, and yet under her impressive and serious exterior is a life and love for America and its people that is all heart.Special thanks to Josh Kale for his help producing this episode.---Full transcript and all links: https://dialectic.fm/mackenzie-burnett---Timestamps00:01:11 Intro00:02:51: The American Heartland00:05:21: Agriculture, Policy, and Government00:12:29: The Challenges with Prioritizing Climate Risk: "Long Term and Abstract"00:18:04: Pragmatic Environmentalism and Resilience that Drives Business00:21:49: The American Dream00:25:52: The Importance of Independent Small Businesses00:28:58: Entrepreneurship on the Frontier: America's First Entrepreneurs and Ambrook's First Customers -- Farmers00:36:28: Biological Factories: Why Farms are Complex Businesses00:40:41: Why Everything Goes Back to Accounting00:44:30: Why Money Movement Matters00:51:13: Ambrook as a Twenty-Year Container00:57:27: The National Importance of Agriculture01:00:49: The Features of Illegibility01:04:49: Ambrook's Long Term Vision01:10:17: Making the Intractable Tractable (And Doomscrolling Your Company's Slack)01:14:42: De-Risking and Becoming Friends with Anxiety01:17:26: Building Something That Takes on a Life of its Own01:20:07: Ambrook's Culture in Three Words01:21:26: Brand and Storytelling01:26:11: AI Enabling the Middle Class01:30:57: California History and J.G. Boswell01:34:05: Niche Subjects and History and "The Land Where Lemons Grow"01:36:46: Disney's Magic Band01:39:15: Strange Math and Happiness and Sadness in Parallel01:41:31: Aesthetics, Beauty, and Physical Design Systems01:47:31: The Draw to Start ThingsLinks & ReferencesAmerica, the Beautiful - Mackenzie BurnettThe Founder's Letter: Mackenzie Burnett, AmbrookDisposable CamerasA “precariously unprepared” Pentagon? Climate security beliefs and decision-making in the U.S. military (Mackenzie's Thesis)The Land Where Lemons Grow - Helena AttleeDubai Chocolate Made Pistachios Viral, But Are Small Farmers Winning? - Offrangesam altman: “honestly, i feel so bad about the advice i gave while running YC i’ve been thinking about deleting my entire blog”affinity - AvaLunch with the FT: Novak DjokovicAmbrook Series A AnnouncementOffrange (Fka Ambrook Research)AI Could Actually Help Rebuild The Middle Class - David AutorThe King of California - Mark Arax | GoodreadsTulare LakeTweet on The Land Where Lemons GrowMagicBandLeaders in TechInteractJane JacobsFrom plows to platforms: how Stripe is powering modern agricultureDialectic is available on all platforms:Follow ⁠Dialectic on Twitter⁠Follow Dialectic on InstagramJoin the ⁠telegram channel for Dialectic⁠Subscribe to Dialectic on YouTube

Media, Bots, and Mini Apps: Farcaster as a Creative Playground

In this episode of The Optimism Show, Kris Gligoroski is joined by Adrienne and NounishProf, co-creators of GM Farcaster, a flagship onchain media brand, to explore what it really takes to build in public on Web3’s fastest-growing social protocol. Together, they unpack the vision and mechanics behind GM Farcaster’s livestream-first approach, the power of community-driven podcasting, and how custom bots and Farcaster-native mini apps unlock new ways of engaging audiences. This isn’t just a conversation about content—it’s about redefining media itself, using the primitives of onchain coordination, open distribution, and community ownership. They also reflect on Farcaster’s evolution from a dev-centric experiment to a vibrant cultural layer—and how GM Farcaster became a home for real-time storytelling, creator tooling, and public conversation across the Superchain. If you're curious about what’s possible when media meets protocol, this episode is your front-row seat. 🌐 Connect with GM Farcaster Website: gmfarcaster.com YouTube: https://www.youtube.com/@GMFarcaster Pods.media: pods.media/gm-farcaster Farcaster: @gmfarcaster Mini App: miniapp.gmfarcaster.com 🧠 Connect with Adrienne & NounishProf on Farcaster @adrienne @nounishprof 🎙️ Connect with Kris Gligoroski Farcaster: @thekris LinkedIn: linkedin.com/in/thekrispartner Email (collabs/sponsorships): pod@optimism.show ⚠️ Disclaimer This episode is for informational purposes only. It does not constitute financial advice. Web3, DAOs, always DYOR.

26: Cyan Banister - A Fool’s Dérive

Cyan Banister (Website, X, Substack) is an investor, artist, and co-founder and General Partner of Long Journey Ventures. Previously, Cyan spent four years at Founders Fund and has a legendary angel investing track record alongside her husband, Scott, including early rounds in SpaceX, Uber, and DeepMind.Cyan is as original as they come: she grew up on a Navajo reservation and was homeless by 15, with a series of unlikely serendipitous moments combined with optimism, agency, and love of capitalism taking her to a very different life than the one she grew up with. I focused this conversation not on Cyan's work, but her unique approach to living.We begin with Cyan’s “church”: a weekly visit to see Bobby McFerrin and co. do live, jazz acapella in Berkeley, CA. We discuss how this space ties to presence, openness, and play, and then talk about the tension between novelty and consistency as she continues on her own path toward self-love and mindfulness. She also tells me about her radical approach to accountability and the empowering results of assuming that everything is her fault.One of Cyan's favorite words is the French dérive, or an intentional drift, and it embodies her approach to the world. She moves with childlike wonder, seeking to see things and people from new perspectives and challenging others to react beyond their default settings. She daydreams about the outcomes she wants and has remarkable conviction and faith even when others do not believe her.We wrap with a grab bag representative of Cyan's diverse interests, from filmmaking and performance art to the US Constitution to Bill Murray. Cyan manages to combine randomness and intentionality, naiveté and sober-minded awareness, humility and conviction. I hope you are are as inspired as I am to live more playfully, seriously, and courageously.Full transcript is available at https://dialectic.fm/cyan-banisterTimestamps0:01:23: Intro0:03:45: Cyan's "Church"0:16:21: Stillness, Mindfulness, and Introspection0:28:47: Learning to See in Original Ways0:39:38: People: When the "Light is On," "Collecting Minds," and Conjuring Friends0:46:55: Cultivating Childlike Joy and Refusing to be a Victim0:52:30: Radical Accountability0:56:28: Randomness, Faith, and Experimentation1:06:22: Conviction and Peter Thiel1:12:54: Returning to Seed Investing and Long Journey Ventures1:18:23: Thoughts on Art1:23:42: Performance Art1:26:37: Cyan's Creative Projects1:32:51: Boredom1:36:06: Living Around Elderly People1:42:14: Pete Buttigieg1:45:57: Being a Role Model1:48:26: Young People's Future1:52:46: Scott Banister and Lessons for Her Kids1:55:35: "It Just Doesn't Matter" And Who Pulls the StringsKey LinksCyan - by Kevin Gee and Dan Scott - Cloud ValleyCyan Banister — From Homeless and Broke to Top Angel Investor - Tim FerrissInvesting for a Higher Purpose - Invest like the BestBobby McFerrinUniversity of Texas at Austin 2014 Commencement Address - Admiral William H. McRavenExample of Motion and Bobby's performanceThe Magic Glasses - Frank HarrisMy Life and Loves - Frank HarrisLee JacobsBILL MURRAY TALKS ABOUT THE PAINTING THAT SAVED HIS LIFEThe Diamond Age: Or, a Young Lady's Illustrated Primer - Neal Stephenson | GoodreadsIt Just Doesn't Matter! - Meatballs (1979)‎The Razor's Edge (1984)Bill Murray gives a surprising and meaningful answer you might not expect. (Charlie Rose)Dialectic with Jackson Dahl is available on all podcast platforms.Join the ⁠telegram channel for Dialectic⁠Follow ⁠Dialectic on Twitter⁠Follow Dialectic on InstagramSubscribe to Dialectic on YouTube

The Chopping Block: Tom Lee the New Saylor? DAT Consolidation, Token Wrappers Under Fire

DAT mania meets market reality. Tom Lee becomes the face of ETH as BitMine amasses 1.5% of supply and mNAV premiums start to collapse. We break down Japan’s MetaPlanet tax arbitrage, SharpLink’s buyback tactics, and the coming wave of DAT M&A. Plus: Robinhood launches tokenized stocks in Europe using Arbitrum, the WFE fires a warning shot, and Stylus lets fintech devs go Rust-first onchain. Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Tarun Chitra, and Robert Leshner chop it up about the latest in crypto. This week, Arbitrum’s AJ Warner (Chief Strategy Officer at Offchain Labs) joins to unpack the rise (and potential fall) of Digital Asset Treasuries (DATs), as Tom Lee emerges as Ethereum’s public face and BitMine amasses 1.5% of ETH. We dive into the collapse of mNAV premiums, Japan’s MetaPlanet tax arbitrage, and the looming consolidation of subscale DATs. Plus: Robinhood launches tokenized stocks in the EU on Arbitrum, AJ shares the roadmap for Robinhood Chain, and we debate whether token wrappers, buybacks, and DAT M&A mark the next era of crypto capital markets. Show highlights 🔹 Tom Lee’s ETH Blitz – How BitMine amassed 1.5% of the ETH supply, why Tom Lee says ETH could flip BTC, and how he’s become the “face of Ethereum.” 🔹 mNAV Compression Across DATs – Big-name DATs (BitMine, MicroStrategy) hold premiums; smaller ones trend toward par or discounts. 🔹 Japan’s MetaPlanet Tax Arbitrage – Why MetaPlanet trades at 2.5–3× NAV: stock taxation loopholes vs. crypto income tax rates in Japan. 🔹 DAT Buybacks, Activism & M&A – SharpLink’s buyback plan, potential for hostile takeovers, and speculation around “DAT piracy.” 🔹 One-DAT-per-Alt Endgame – Why most new DATs are failing, the shift to consolidation, and why each token may only support one treasury long-term. 🔹 Staking ETFs vs DATs – DATs can stake nearly 100% of assets; ETFs are constrained by redemptions and liquidity windows. 🔹 Corporate Tax Drag & Onchain Yield – Trade-offs between tax efficiency and flexibility in corporate vs. ETF structures. 🔹 WFE vs. Tokenized Stocks – Global exchange lobby attacks third-party wrappers as misleading “tokenized stocks” lacking shareholder protections. 🔹 Robinhood’s Tokenized Stock Rollout – Launching in the EU under MiCA, built on Arbitrum One, with a full Robinhood Chain to follow. 🔹 Stylus & Arbitrum Stack Strategy – Why Rust/C/C++ compatibility on Arbitrum helped win the Robinhood deal; flexibility for fintech devs. 🔹 Hyperliquid’s Bridge to Arbitrum – $5B+ in assets sourced via Arbitrum; why Arbitrum’s partner-first posture beats chasing L3s. 🔹 DATs as the New CMOs – How charismatic leaders like Tom Lee and Saylor act as public-facing evangelists for their ecosystems.

Building User-Centric Products on Solana with Jito | Hayden Tsutsui + Dr. Nick Almond

Follow Rubicon Podcast: https://x.com/Rubicon_pod Produced by Proof of Coverage Media: https://x.com/Proof_Coverage Hersh and Dawufi sit down with Dr. Nick Almond and Hayden Tsutsui from Jito to explore decentralized governance, validator infrastructure on Solana, and the future of user control. They discuss the impact of a world without Jito, the mechanics behind Just-In-Time Ordering, and how it enables more deterministic execution for users and better rewards for validators. Dr. Nick shares insights on governance design, highlighting the importance of subsidiarity and the limits of token-based systems. The conversation also touches on Solana’s collaborative developer culture and the growing need for strong privacy protections in the digital age. Timestamps: 00:00 - Introduction 02:04 - Hayden's Background in Crypto and Trading 05:06 - Dr. Nick's Journey from Physics to Crypto 08:09 - Decentralized Governance in Academia 11:03 - Understanding JITO: Just-In-Time Ordering 13:23 - Impact of JITO on the Solana Ecosystem 16:15 - User Experience Without JITO 19:49 - JITO's Role in Economic Layer of Solana 22:01 - Building on JITO: Opportunities for Developers 24:17 - The Importance of User Control in Opacity 27:04 - Privacy and Data Security Concerns 30:52 - The Need for Privacy Technology 33:00 - Selective Information Disclosure in Governance 34:40 - The Public Governance Trap in DAOs 40:19 - Governance Optimization vs. Minimization 42:49 - Challenges of Token-Based Governance 45:03 - Pragmatism in Governance Systems 46:16 - Decentralization vs. Leadership in Crypto 48:14 - Cultural Dynamics in the Solana Ecosystem Disclaimer: The hosts and the firms they represent may hold stakes in the companies mentioned in this podcast. None of this is financial advice.

GM Farcaster ep269 Wednesday, July 23, 2025

GM Farcaster ep269 Wednesday, July 23, 2025 From our ChatGPT Intern: GM Farcaster ep269 kicks off eleven minutes late due to “rebellious tech gremlins,” but quickly pivots to a heartfelt Ozzy Osbourne tribute and thewild revelation that CryptoBatz actually onboarded real people into Web3. The rest is collectibles chaos: bidding bugs, Pugson bidding frenzi, Bertwurst supremacy, and the uncomfortable realization that some people just don’t wanttheir casts hoarded like digital Beanie Babies.  Full Show Notes and Links on YouTube – some of the casts & stuff we talked about:  Ozzy and CryptoBatz:https://farcaster.xyz/sqx/0x5ae4c143https://farcaster.xyz/sqx/0x5ae4c143 New – Collectibles:https://farcaster.xyz/v/0xd8d1984ehttps://farcaster.xyz/dwr.eth/0xad32e53dhttps://farcaster.xyz/dwr.eth/0x6dff8ac6https://farcaster.xyz/links/0x72cd8e2bhttps://farcaster.xyz/v/0xcf45cf5fhttps://farcaster.xyz/v/0xc0a7dacdhttps://farcaster.xyz/lobstermindset.eth/0x2482d9dfhttps://farcaster.xyz/yes2crypto.eth/0x11c9e1achttps://farcaster.xyz/garrett/0x9661cd7bhttps://farcaster.xyz/kazi/0x86495c99https://farcaster.xyz/pfista/0x6d6682a2https://farcaster.xyz/links/0x72cd8e2bhttps://farcaster.xyz/links/0x72cd8e2b Trending auctions:https://farcaster.xyz/dwr.eth/0xc673d823 Collectibles experiments:https://farcaster.xyz/samantha/0x37419eb6https://farcaster.xyz/sayangel/0x712c19c2https://farcaster.xyz/tldr/0x50ff0e34https://farcaster.xyz/greg/0x484fe440https://farcaster.xyz/pfista/0x6d6682a2 Yes, like a sticker book:https://farcaster.xyz/michelleh/0x48917410 And some Collectibles criticism:https://farcaster.xyz/jc4p/0x9aea3069https://farcaster.xyz/df/0x89b520cd Weekly Rewards:https://farcaster.xyz/bradq/0x6d327e36 yes – the increase is great!https://farcaster.xyz/linda/0xdfed8a09 creator challenges:https://farcaster.xyz/brookejlacey.base.eth/0xbd5e491d Network State Conference:https://farcaster.xyz/balajis.eth/0x2be3f619 /fctrivia: https://farcaster.xyz/nounishprof/0x75174514 Farggles:https://farcaster.xyz/awedjob/0xc8ea76cahttps://farcaster.xyz/awedjob/0x6e37d25e yeah, the oldies might be raising the average age:https://farcaster.xyz/nounishprof/0x59687d1chttps://farcaster.xyz/ba/0x6e688bbc And our musings elsewhere: Mint this episode on pods.media: https://pods.media/gm-farcaster  Learn more about partnering with GM Farcaster:https://mediakit.gmfarcaster.com/  Adrienne: Some of the Things: Too Many Thingshttps://someofthethings.substack.com/p/too-many-things  Nounish Prof: Unpacking with Prof: https://paragraph.xyz/@nounishprof AND www.gmfarcaster.com is live along with our GM Farcaster FAQ: https://paragraph.xyz/@adrienne/gm-farcaster-faq   Copyright 2025 cc-by GM Farcaster - reuse/remix allowed with attribution and link back to GMFarcaster.com.  NOTE: Cryptocurrencies are often volatile assets. Nothing in this episode should be considered financial advice and is for educational and entertainment purposes. Nothing should beconsidered investment advice, nor solicitation to buy or sell any assets. NFA, DYOR.  Chapters: 0:00:00 GM 0:02:25 Ozzy0:08:00 Collectibles0:55:52 other FC news

YIELD TALKS: The First NASDAQ-Listed HYPE Treasury Company

Hyunsu Jung is CIO and Board Member at Hyperion. Max Fiege is an Advisor to Hyperion and a prominent Hyperliquid investor. In this episode, we speak with the team behind Hyperion (formerly Eyenovia), the first NASDAQ-listed company to adopt HYPE as a crypto treasury reserve, diving into their recent $50M investment, HYPE staking plans, and a vision to become a leading validator on Hyperliquid. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@DeFiDad ► Apple: https://tinyurl.com/edgepod ► Spotify: https://tinyurl.com/edgepodspotify ► Linktree: https://linktr.ee/edge_pod ► Follow DeFi Dad: https://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS https://newton.xyz/ ♦️⁠ REDSTONE⁠ | THE LEADING MODULAR BLOCKCHAIN ORACLE https://www.redstone.finance/ ⚡ ⁠SPARK⁠ | THE ONCHAIN CAPITAL ALLOCATOR https://link.spark.fi/Defi_Dad 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE https://group.mantle.xyz/ 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET https://app.maple.finance/earn?referral=Mig0gHP59IYC 🐡⁠ PUFFER UNIFI⁠ | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS https://www.puffer.fi/unifi 📈⁠ RUMPEL⁠ | TURN POINTS INTO PROFITS https://www.rumpel.xyz/ ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED https://gearbox.fi/ ------ Timestamps 0:00 - Intro 1:08 - Background for a HYPE reserve pubco 4:00 - Sponsor break 5:55 - The meaning of a crypto treasury reserve pubco 8:13 - Why focus on HYPE? 11:36 - What goes behind the scenes to create a crypto reserve pubco? 13:42 - Team size for average pubco like Hyperion 16:27 - Who is HYPD designed for? 18:30 - Sponsor break 19:12 - Finding competitive edge offchain 21:29 - Would Hyperion ever sell options? 22:38 - Partnership for staking HYPE with Kinetiq 28:23 - How Hyperion could tap into HIP-3 31:22 - Sponsor break 33:01 - Potential DeFi strategies for Hyperion 36:36 - How will Hyperion differ from other HYPE treasury pubcos? 38:10 - Where might mNAV land for future crypto treasury pubcos? 41:25 - Closing ------ 🔗 Guest Links 🔗 ► Hyperion website: http://hyperiondefi.com/ ► Hyperion on X: https://x.com/HyperionDeFi ► Max on X: https://x.com/fiege_max ------ All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. Nomatic holds HYPE. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.