
        <p>In this episode we are joined once again by friends of the pod, <a href="https://x.com/0xsmac">Smac</a> - Partner @ <a href="https://t.co/yDYwmqWElq">Compound VC</a> and <a href="https://x.com/jonmoore202">Jon Moore</a> - Advisor @ <a href="https://ventures.tcg.co/">TCG Crypto</a>. We riff on the current state of markets &amp; reflections on 2025 so far, the durability of 4-year cycles, exciting emergent trends, the potential for “super apps” in the West, and much more. </p>
      

<description>
        &lt;p&gt;In this episode we are joined once again by friends of the pod, &lt;a href="https://x.com/0xsmac"&gt;Smac&lt;/a&gt; - Partner @ &lt;a href="https://t.co/yDYwmqWElq"&gt;Compound VC&lt;/a&gt; and &lt;a href="https://x.com/jonmoore202"&gt;Jon Moore&lt;/a&gt; - Advisor @ &lt;a href="https://ventures.tcg.co/"&gt;TCG Crypto&lt;/a&gt;. We riff on the current state of markets &amp;amp; reflections on 2025 so far, the durability of 4-year cycles, exciting emergent trends, the potential for “super apps” in the West, and much more. &lt;/p&gt;
      </description>

Where Are We in the Cycle? | Smac & Jmo

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