Has Crypto Finally Turned the Corner? | REKT Vision with Sergito, Apr. 24, 2026

25:44Bijan:I think the biggest lesson is, let's live ourselves some more flexibility to be able to integrate just experience and feedback and so on.

25:55Sergito:so a quick break in your regular programming if you're serious about your future grab my free report called prepare for 2030 i think you've got five years to make as much money as possible and this guide will help you navigate what's coming the link is in the description download it now so i want to uh i want to zoom out a little bit because uh i think our audience would uh definitely appreciate if we talked a little bit more like macro and crypto stuff so we we talked about Kevin Warsh, right? And you gave your opinion on kind of what's going on there. But I want to just ask you more directly, Kevin Warsh, he gets confirmed.

26:31Sergito:How bullish are you on him as the new Fed chair at a scale of one to 10?

26:39Bijan:I really hate to think, being Mexican, and I spent 12 years on the street covering Latin America. That was my bread and butter. I was down in Chile, Colombia, Peru, Brazil, Mexico, multiple times per quarter. It is sad to see that a lot of the guardrails that the American founding fathers set for this government and this country have been eroded massively over the last 12, 15 years. And I think that having an independent central bank governor is something that is extremely valuable. it's quite clear that, you know, Warsh is not going to be as independent as, you know, Jerome Powell, for example.

27:22Bijan:And we just had a case in Peru where the central bank governor is retiring after 20 years. And, you know, Peru politically has been an absolute mess. I think they've had like nine presidents in the last like 12 years. They've had two presidents go to jail. I mean, it is like a true definition of an emerging market when it comes to politics. But the fact that I think his name is Julio Valverde, who was there for 20 years, at least gave that economy a fighting chance. And it didn't go the way of like Venezuela, Argentina, or so many other countries where that Fed independence or that central bank independence gets eroded.

28:01Bijan:And then, you know, the central bank starts getting used as like a PE bank or starts pushing a political agenda. And that is my worry. Like, will wars try to cut rates? Yes, of course. It's, you know, it's a board that makes a decision. And if inflation or whatever gets outrageous, then I think, you know, you'll see some pushback and the market will reflect that. But personally, just I think the risk here is that he's been angling to be Fed chair for a long time, not even just this current Trump presidency, and that he will try to do as much as he can to stay on Trump's good graces, which we know from just watching every other person that works for Mr.

28:44Bijan:Trump, you know, requires a lot of like ass kissing and just, you know, saying that, you know, going from$600 to$100 is a, decline of 600%. Being able to do basic math, I think, should be a requirement for people that are in positions of power in the government. And that is my worry. Now, as far as risk assets go, if they do, again, it's their scoreboard for them. Will they please fix risk assets and that lead to a perma bid underneath Bitcoin and Ether and all this other stuff? Yes. And we've seen that, right? Like you've seen inflation in all those other countries that I mentioned before. We had it in Mexico.

29:28Bijan:I grew up with it where like real estate just shoots up. Like everybody wants dollars. In this case, you know, dollar is going to be the victim. They're already seeing it. I haven't kept up with FX rates in a while. Like Mexico is not going through like a really good spot itself, but the peso was 12 % stronger last weekend that I was there or this week that I was than like the last time that I was there, which was in December. That was shocking to me because Mexico is not in a spot right now to be showing that kind of strength. And that was more in the back of dollar weakness. So risk assets, you know, quite bullish because at any sign of like a slowdown, which obviously we'll see from employment and we're already seeing like the headlines of layoffs and layoffs, left and right, left and right.

30:14Bijan:So that I think will give Warsh a lot of ammunition to cut rates to where Mr. Trump wants them. And then that will just make risk assets go one way and one way only.

30:27Sergito:hmm yeah oh my god Sergio that was a great I think that's very important um thing to think about there because you know us in crypto we we we think in terms of our bags and not like I guess what it means for the overall good of the economy and society which I think is is more important than our bags, right? We need that. So my question next to you is... Spring is here, New York City is bustling, and I just finished a clean of my apartment this past

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31:57Sergito:That's 50 % off your first year at monarch.com with code realvision. I actually want to transition a little bit. and talk about, well, you know what, actually, because you mentioned Meta, right? Meta recently just cut off 10 % of their staff. So we're literally seeing all of that happening, right? AI's taken over. We're just starting to see it. So I think it's very important that we keep that in mind. Now, I want to transition a little bit and talk about the rise of Hyperliquid. Do you use Hyperliquid? Are you playing around on that DEX? Are you trading oil perps?

32:38Bijan:As I said earlier, I'm not really a trader, especially not like a day trader to be in there, in and out. Don't have the bandwidth with what we're building with Meavitz. It's a startup. We have seven people working at Meavco. And then it's, yeah, 150 % of my focus goes to Meavitz. But obviously, I have my ear to the ground and people love Hyperliquid. All my friends that are traders or that are long-term investors, even like Liquid Fund managers, they love Hype Token. And I think Hyperliquid, in a way, it's kind of like Hyperliquid and Pump Fund, even though I don't really like the concept of meme coins.

33:22Bijan:But I think they both, as a kind of barbell, do a really good job at showing the potential of crypto rails and democratizing access to finance or to trading or speculation. And Hyperliquid has proven itself that it's done the best. And then you look at, there's a profile of Jeff, the founder of Hyperliquid, I think a week or two ago, and you read through it and you understand really why that company has done so well. So yeah, it's a great place to get levels when the market, traditional markets are closed. I think the token is really good. It's one of the best stories. And I like it. I think last time I was here with Mando mentioned Hyperliquid as something that I would buy.

34:10Bijan:I really have no liquidity to be honest. But if I did, I would definitely constantly be looking at it when it makes sense for the right valuation. But I think their token model is good. They're dominant. I think people are a little bit worried about every other service provider coming in to try to do perps. Perp dexes are a dime a dozen. I think instead of it being a risk to hyperliquid, it's probably just going to reinforce how good they are. And so just continue to cement their top spot in that regard. So, yeah, I think if I was actively accumulating this, I would be looking to really buy on days when you get those kinds of headlines and people freak out.

35:02Bijan:But I think the token trend is quite clear. I think you're looking at the chart right now. It's really, really nice. And then, yeah, it's a token that has the support from liquid funds. It has the support from its users. I think it's amazing when you see a product, you look at a token as a product, for example, as being an investment as well. You look at Apple, for example. People love using the iPod. In this case, if you're a high token holder and you love using the product, it's much different from folks that, and we see all of this in crypto, that hold certain assets, but they never use them.

35:46Bijan:So how do you even know that it's a good product? So in this case, I think that it's probably one of the best. No, no. It's definitely one of the best companies in crypto.

35:56Sergito:I couldn't agree more, honestly, because I just saw something last week, too, where Hyperliquid was the number two DEX over the last 24 hours. No, I'm sorry, not even DEX. It was the number two exchange in all of crypto over a 24-hour period just behind Binance. So they are moving. And the majority of that was not even crypto. though. So like, that is just so crazy to me. And I think it also kind of mirrors what's going, what we're seeing in our market in general of like it maturing people are, you know, yes, speculating is nice, but we want like real products that do real things, generate real fees.

36:27Sergito:And, you know, and I'm liking what we're seeing here. Now, another thing I want to talk about, because you mentioned, I think you mentioned there's like seven people working at MeBits, right? And I think there's like 11 people working at Hyperlakeway. We were just talking to uh oh geez my investors are going to be like man they're making billions of dollars no i'm not comparing you but you know and we were just talking to ov and there's like five or six people working at reg drinks like i'm seeing this as a trend right and i'm curious are you are you guys using are you using ai in your day-to-day work at me bits and like how are you implementing it how is that working and and how are you finding it yeah i mean i think when

37:07Bijan:what was it, December, November, when Claude really took off. So we've been keeping an eye on ViveCoding, call it, since March of last year. We actually hosted Aaron Wright from Tribute Labs. He gave a ViveCoding 101 class to me with holders because we saw it coming. It was like, hey, this is something that our community should get its hands on. And I remember even after that class, I had a hard time really using Cursor. and it wasn't really until December when it became much easier having a non-programming background. And we spoke to the team. I said, listen, guys, with this advances, we can cut the size of the team in half or we can start operating like a 50, 60 person company.

37:53Bijan:So you guys tell me, what do you guys want to do? If you don't want to use AI, if this is not something that really fits your skill set, let's find a way to kind of like move on um but if you're excited about this as i am then let's start 10xing our production individually and so we've had that um we brought in a new head of tech who is an ai native um and we have a very international team so we have uh have tech in kenya we have an artist in vietnam artist and manufacturing lead in china um and then we have a couple here in America. And then it's going to be seven. We're being joined next month.

38:36Bijan:Part of the Meavitz football project. We're going to be doing a daily live stream for football. And we hired an incredible collegiate soccer player from LSU who will be here for the summer. And yeah, so it was like, hey, let's 10X our individual production. So all the creative stuff for Meavitz football, like the actual asset generation. And so every meat that's football collectible is both kind of like an NFT that you see and it's beautiful, but it's also an other side avatar that works in that world and you can run around with it and so on. So all that stuff is still being done manually because it requires a degree of talent and care that AI still has not kind of like gotten there.

39:20Bijan:You know, we need things to be perfectly uniform across the board. And also we have a very talented guy in our creative director, Bailey, there. And so that stuff is still manual. Then everything around it, we're definitely using AI to enhance both, you know, every time that we ship something into the website, every time that we ship something for the community, all the stuff that's being created for me, it's football. And we're going to have, you know, prediction market integration. We're going to have fantasy games. We're going to have forecasting games. We're going to have all this other stuff.

39:50Bijan:All of that is being made with AI. And so, for example, our head of ops and community who's never coded a spreadsheet in his life, just build a whole bracket thing from scratch using AI, which is insane to think about, right? Like before that, you need to hire people to know all these things and how to code it. It's taking him a little bit over two weeks and kind of like getting there towards the end. But that's a resource that we already had that is now being super efficient. Our newsletter, for example, we have a bottom Discord, which is like drag things to it. and the AI just generates it, generates the visuals and queues it up on Substack, ready to go.

40:33Bijan:So yeah, definitely we're using it to act as a much bigger company and obviously learning a lot from it as we go. And it's just been really exciting to see our team come up with things. We're not like people are like, oh, we're not working. We're working on a Sunday on purpose. Like, ha ha, look at me. Like, you know, I'm hustling and grinding. No, it's just, it's a team they're just really happy to be doing what it's doing and so yeah like randomly on a sunday afternoon i'll get a text from somebody and be like hey like or the group text hey i just created this and it's really really awesome awesome to see it so yeah but now the flip side of that is you could definitely see how obviously ai is gonna cost a lot of jobs out in the market um and and yeah that's why i don't think wash is gonna have any problem justifying rate cuts um on any employment weakness, which obviously, right, like if you're a meta engineer, probably making good money.

41:32Bijan:So it's not just like, you know, people that usually, you know, we see a lot of turnover, kind of like the lower income jobs. Now you're seeing it at, you know, people making two, three,$400 ,000 a year, people with, you know, high net worths. Obviously you've worked at any of the big tech companies over the last 10 years, you've printed money just on your equity. And, And yeah, that's the other side of that coin. But I'm excited. I think every single time we've had technology like this come in, it's disrupted things. But for the best, right? It's just efficiency. And the internet was this kind of thing back 30 years ago.

42:09Bijan:And look at where we are now. So yeah, it's exciting. We're embracing it. We're using it. We're pushing our team. We're pushing our community. We've hosted a lot of AI content generation workshops. for example we did what with open c and their creative team we don't contest where we give people ape coin uh if they win to like five code a game integrate our assets we made a um skills file where we have a lot of you know there's 20 000 glbs of every single me bit out there and you can integrate them to your games into your apps whatever it is and so you could we want people to build with me bits but we we definitely want our community to like really see the potential here and so we're pushing people to do more just like we did with the team and then it's obviously up to them to see how they want to take advantage of it or not but we have you know we're you know very consciously pushing people to do because we obviously we all know that it's the future now

43:06Sergito:yes when i asked you this question i was just assuming like yeah we're working with claude and we're doing this and that but like you have like a whole like educational like ecosystem and incentivization to get people to adopt this and learn about this technology. That is so, that's so cool. Because I love that some NFT projects are actually, and some communities are actually doing this. So I, you know, you're talking about your graveyard in your wallet, right? I have an Oni, right? But one really cool thing that they did was they actually commissioned a PhD level study about AI prompt engineering.

43:40Sergito:And like, that's the cool stuff that I think is really going to make things valuable for people like not just for their wallet but like you're you're teaching them how to fish right and i think that's just so cool um so so world cups coming up right i think we we have to talk a little bit about that so you're doing you guys are doing me bits football right and you're you're doing a prediction market you're having like a fantasy league around it so first of all i definitely want the real vision community to get involved in this people have been asking me actually about that beginning dms about like are you going to set up a fantasy league or like a bracket a march madness style bracket for the world cup and i feel like this is this is our opportunity to do just that so one how can we how can people get involved in this and how can other communities get involved in something like this yeah so first

44:29Bijan:go follow me with football which is a different twitter account than our project account um there we have right now it's a twice weekly stream on tuesdays and thursdays called the 11 11 show where we're helping people kind of just starting to understand global soccer. What's happening right now, we have really exciting tournaments. For example, the Champions League out in Europe. It's not the semis. It's really, really cool. And we've been showing a lot of previews of what Bebit Start Football is going to look like. What we're trying to do is we understand that, obviously, sports betting and forecasting is huge.

45:09Bijan:It's changed a lot here in the States. even before polymarket, right? Like ESPN now shows the lines on broadcast. Every, like you can bet on your app and stuff. You can have your views on betting and the like, whether you like it or not. And that's personal. I'm not much of a gambler myself, but the reality is like, it's there, it's going to be in your face. It's in everybody's faces. So for those that do want to participate, we want to be that source of education to really understand, you know, not just the sport. Obviously, a lot of people, especially in America, have, you know, preconceptions about soccer.

45:47Bijan:It's, you know, at the collegiate level, it's more of a female sport than a male sport because of Title IX. So I think it's a really good opportunity for people to just really learn about soccer. So that's what we're doing, just kind of like getting people up to date on like storylines, players, teams. We've been tracking progress on like the odds to win the World Cup and Polymarket. kid we made some really good calls um honestly and and like hopefully people have started acting on those but what we want to do is just bridge that gap that exists because the last thing i want is for people to like come to the tournament you know two weeks in like oh my god this is so exciting and then just trying to catch up when like most of the stuff is already there so that's what we're trying to provide with maybe it's football besides you know the fun games and activities that we'll have with our mints um it's just education knowledge like i i have a much better time watching anything if somebody's explained or give me context before it than me just sitting there having no idea what i'm watching and i'm a soccer guy i'm a football guy that's what i played growing up and um that's what i just kind of like we want to use our platform to help because it is going to be crazy it's going to be fun um there's so many games and you already see it like you walk anywhere i was you know i flew out of houston to mexico city and Houston is a World Cup city, signs everywhere.

47:06Bijan:Obviously, Mexico, everybody's already wearing the Mexico jersey everywhere. I was shocked. I have not seen that in prior World Cups. We're 48 days out. People are already wearing the uniforms. Then you land in New York. It's everywhere. We have the final here. So every single, I think, person will come across it in one way or another. So we want to make it fun for them, for people to go to a watching party, a bar, to be able Mbappe were like, oh, can you believe Harry Kane? Like, I don't know where it got, you know, a 50, 50 goal season for the first time in his career. And it's like the lead contender for the Ballon d 'Or.

47:41Bijan:And then just like, it's just fun. Like, I don't know, like when I go to things and I can drop like backs like that, people are not expecting it's fun. So yeah, we're trying to model things after what we think will be fun for us and just hopefully finding a community that resonates with that.

47:55Sergito:Absolutely. Yeah. We're going to be, I'm going to be involved in this. So this is going to be fun. So prediction for you, El Tri, how far are they going in this tournament?

48:05Bijan:I mean, gosh, the World Cup is always a heartbreaker for Mexico. We were playing in Mexico, so obviously the first match of the tournament is Mexico-South Africa on June 11th in Mexico City. Obviously, we'll make it out of the group stage because this tournament has a lot more teams and it's easy to make it out of the group stage. we might face England in the knockout stage which would be very interesting I would hope we make it to the quarter finals and then from there it will get difficult we don't have the best team we've had our main goalie got injured a couple of weeks months ago now but you can never discount playing in your home country to a fan base of thousands of passionate 50 days out everybody's wearing the shirt already um it is going to be it's going to be wild i don't think if if people have never experienced a woke up um and and you really haven't right the last one was in qatar in an off cycle like during the winter uh kind of like tail end of covet it was bad it was just not good and the one prior was in russia um and and yeah again i think it was off so so really this is going to be a huge party and i'm excited to see how like the everyday american reacts to it and hopefully like everyday participants do use move it's football to get up to speed and learn a little bit more about the tournament the teams the players um and have fun

49:34Sergito:alongside of it absolutely um i for those of you that need to know about the home field advantage that Mexico has in general, whether they're in Mexico or in the U.S. I was at the Gold Cup final a few years ago in Chicago, USA versus Mexico. Sea of green, just a sea of green. So I don't doubt that that home field advantage will be pretty good. I don't think the U.S. is going to do great. I think if they get to the round of 16, I think that's good. But we'll just take it from there.

50:10Bijan:the u.s yeah i mean i wish you guys well uh that's all i say i uh you know i've mentioned this before i as a mexican like there's and obviously i'm an immigrant i love this country and i'm just very happy to be here in the states the country's given me so much and i can cheer for any american athlete any american team in an international competition um except for the u.s men's national soccer team because we have a rivalry that goes back you know and and and so yeah christian pulisic is not as good as lamin donovan but he thinks he's better and he's just not a good guy um so so yeah i'm not not cheering for the u.s but i will cheer for the u.s women's national team um it'd just be fun it'd be fun listen in a country where so many people are really about their heritage right like that's one of the things that shocked me when i came to the states we were like oh i'm like half german half irish half italian 30 is like 0.17 like stonian or whatever i think that it'll be really fun to see folks kind of like cheer on those teams as well um and and i might as well lock in because it's going to be everybody's faces that's like the only thing anybody's going to talk about so yeah yeah it's

51:27Sergito:going to be a blast. So Sergio, I want to end on one final thing that's near and dear to me, which is food, because I see you trolling Raoul on Twitter a lot, talking about food and everything like that. Obviously, you just came back from Mexico. Mexican cuisine is absolutely world-class for people that, I mean, if you're not familiar with Mexican cuisine, I don't know where you've been, right? But for people that are like, well, you know, they just think, you know, tacos and all of that stuff like what is one dish that if you're like all right this is what i will give you to try that is the essence of what i love about my country's cuisine what would that be oh gosh

52:08Bijan:that's hard by the way just route like okay he went to spain he had a house there and he has like tomato and like you know bread with butter and things the greatest thing ever sure buddy um our our food issue goes back to me saying that i i don't really like indian cuisine i think it's the wrong kind of spice if you want real spice you should get mexican um and so he took offense to that so i was like well you know i've never had good curry and and he's never had good mexican because he's only visited mexico was like tulum like clubbing uh so of course like no that's not mexican um the one dish it's mole which is a sauce that is made of chocolate and spices and chilies and you can make it a many many different ways but i think it does a really good job at just showcasing you know mexico as a melting pot not a melting pot like uh america is of 100 cultures mexico is a melting pot of two you know the european hispanic culture and the native culture right and so chiles chocolate that's um you know the native mexican and then obviously you put that on on chicken and rice and stuff um and that i think brings that together the tortillas you have like handmade tortillas, like maize tortillas with it.

53:23Bijan:It's incredible. So a good mole con pollo, some rice, then you get leftovers the next day. You make, you know, sunny side eggs and then you put the mole on top. Absolute perfection. I think that is one of 15 dishes that would crush any other cuisine around the world. I think Maxine cuisine is the best, followed by Peruvian. And then we can like, you know, talk Italian, French, whatever.

53:45Sergito:Yeah, well, yeah, I'm glad you said Peru. My fiance is Peruvian. reminds me every day that is the most underrated cuisine in the world the most it is it's it's the

53:54Bijan:most underrated cuisine in the world by far like by far if anybody ever has a chance to go to lima book central uh it's like a nine month wait and just have the best meal of your life there with berjilio chef berjilio is amazing um but but outside of that it's also another place where you have a melting pot of asian because they had a lot of japanese and korean immigration and then local and so some of the sushi um saying here from the production team peruvian chicken is best so yeah some of the best sushi and seafood like ceviche peruvian ceviche out of this world now we're talking now i'm getting hungry so i know i have to go to a meeting after this i'm like what am i gonna get on the way out um it's a beautiful day in new york but um just open in but not opening by but like if you are um interested in learning more about me bits and Larble Labs.

54:47Bijan:We're having our anniversary May 2nd in Soho at Saturdays football. If anybody from the Real Vision family would like to attend, it is going to be an RSVP necessary. So you can't just show up. Please DM me. I'll be happy on our next. I'll be happy to extend you guys an invite, you know, have a few spots left, left. And that would be great for it. It was great to see some of the local Real Vision family.

55:10Sergito:Awesome. Well, Sergio, it's been a pleasure as it always is. Thanks again for joining us. We'll see you again, hopefully soon. Good luck with everything at MeBits. Obviously a great honor to have a five-year anniversary in this space. It feels like it's like 25 years, right? So congrats to you and everything that you're doing. And yeah, we'll see you soon. Take care, everyone. And thanks for tuning into RectVision. You obviously enjoyed the episode because you're here with me at the end. But listen, don't forget to go to realvision.com forward slash join and grab a free membership. It's an incredible community packed with alpha, great investment ideas, and the research that you need to help you unfuck your future.

55:52Sergito:So get started now. Go to realvision.com forward slash join.

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