Crypto Still Sees Massive Returns On Par With Stocks
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.
VVV (Venice) delivered 10x returns year-to-date, outperforming Sandisk, Intel, and NVIDIA.
Zcash and VVV returned 900% and 500% over the past year, proving crypto can match top-performing stocks.
Despite $4 billion in Bitcoin ETF outflows, cumulative net flows remain robust—indicating long-term investor retention.
Microsoft’s Majorana 2 quantum chip claims lack reproducible data, raising red flags among researchers.
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
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.”
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.”
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.
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.”
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.”
“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”
“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.”
“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.”
Host
David Kanellis
person
VVV
other
Microsoft
organization
Sandisk
organization
Hyperliquid
other
Majorana 2
product
Stellar
other
Mike Ippolito
person
Zcash
other
Henry Legg
person
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