Crypto Still Sees Massive Returns On Par With Stocks

The Breakdown21mJune 3, 2026
AI-Generated Summary

Contrary to widespread narratives that crypto has been left behind by the stock market, this episode reveals that top cryptocurrencies have delivered returns on par with, and in some cases surpassing, even the hottest equities. Over the past year, Zcash and VVV (Venice) returned 900% and 500% respectively, while VVV surged 10x year-to-date—outperforming giants like Sandisk and Intel. Despite $4 billion in Bitcoin ETF outflows over 13 days, cumulative net flows remain strong, suggesting long-term investor confidence. Meanwhile, Microsoft’s claim of a 'thousand-fold' quantum computing leap with its Majorana 2 chip is met with skepticism from experts, who argue the data isn’t reproducible and the real-world implications are overstated. The real threat to crypto may not be quantum computing itself, but how the public interprets headlines—especially when major players fail to communicate a clear, proactive plan for quantum resistance. The episode concludes that crypto is no longer just a speculative playground; it’s entering a new era where cash flow, credibility, and clear messaging matter more than ever.

Key Takeaways
1

VVV (Venice) delivered 10x returns year-to-date, outperforming Sandisk, Intel, and NVIDIA.

2

Zcash and VVV returned 900% and 500% over the past year, proving crypto can match top-performing stocks.

3

Despite $4 billion in Bitcoin ETF outflows, cumulative net flows remain robust—indicating long-term investor retention.

4

Microsoft’s Majorana 2 quantum chip claims lack reproducible data, raising red flags among researchers.

5

The real risk to crypto isn’t quantum computing’s arrival—it’s public perception and lack of clear messaging about quantum resistance.

…and 3 more takeaways available in PodZeus

Chapters
0:00
2 min

Crypto’s Reputation vs. Reality: Are Returns Really Lagging?

It is not like there are no cryptocurrencies that are doing as well or even better than many of the stocks out there on the market.

Highlight
4:14
3 min

Crypto vs. Stocks: The Year-Long and Year-to-Date Performance Showdown

VVV over the year to date has exploded, it's gone 10x over the year to date for 1000% returns. That is over double what Sandisk has done.

Highlight
10:28
4 min

Bitcoin ETF Outflows: Panic or Patience?

Despite 13 consecutive days of negative flows totaling $4 billion, cumulative net flows remain strong, suggesting long-term confidence in Bitcoin ETFs.

14:38
4 min

Microsoft’s Quantum Leap: Hype vs. Reality

The apparent difference between Marjorano 1 and 2 is that the new device uses lead as a superconductor rather than aluminium.

Highlight
18:54
2 min

The Real Threat to Crypto: Perception, Not Physics

What matters is how regular people interpret that news. I'm not sure if Microsoft's PR stuff is really helping the cause.

Highlight
High-Impact Quotes
It is VVV over the year to date. It has exploded, it's gone 10x over the year to date for 1000 returns. That is over double what Sandist has done
David Kanellis6:52
And so he says the apparent difference between Marjorano 1 and 2 is that the new device uses lead as a superconductor rather than aluminium.
Henry Legg16:22
So it's not like there are no cryptocurrencies that are doing as well or even better than many of the stocks out there on the market.
David Kanellis6:00
Speakers

Host

David Kanellis
Topics Discussed
crypto vs stocks performance92%bitcoin etf flows88%quantum computing threat to crypto85%cash flow valuation in crypto82%institutional adoption of crypto75%market sentiment and perception70%quantum resistance in blockchain68%meme coins and speculative hype60%
People & Brands

David Kanellis

person

12xNeutral

VVV

other

5xNeutral

Microsoft

organization

4xNeutral

Sandisk

organization

4xNeutral

Hyperliquid

other

3xNeutral

Majorana 2

product

3xNeutral

Stellar

other

2xNeutral

Mike Ippolito

person

2xNeutral

Zcash

other

2xNeutral

Henry Legg

person

2xNegative

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