Oneshot is a new weekly podcast from Framework Ventures that explores the intersection of commodities, energy, AI, and emerging technology through a crypto lens.
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Hyperliquid, SpaceX, and The New Attention Economy | Roundup
Saturday, May 23, 2026 • Duration 41:03
This week, Michael and Vance sat down to discuss Hyperliquid's emergence as crypto's new attention asset, surging institutional flows and ETF demand, the SpaceX IPO filing, neocloud economics, Google I/O's token pricing pressure, Anthropic and OpenAI revenue trajectories, the SaaS apocalypse hitting Intuit, bond market signals, and the path to crypto market structure clarity.
Thanks for tuning in!
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Follow Oneshot: https://x.com/OneshotPodBW
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Follow Michael: https://x.com/im_manderson
Follow Vance: https://x.com/pythianism
Subscribe on YouTube: http://bit.ly/4aytFti
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Timestamps
(00:00) Introduction
(01:52) HYPE Makes New Highs
(12:07) Upcoming IPOs
(19:19) Thoughts on SpaceX
(27:17) Google I/O & Token Pricing
(30:48) Frontier Tokens vs SaaS Subs
(33:40) Intuit Craters
(36:03) Macro Outlook & CLARITY Update
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Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
AI CapEx Melts Up, CLARITY Act Compromises, and Bitcoin's Recovery | Roundup
Friday, May 8, 2026 • Duration 55:51
This week, Michael and Vance sat down to discuss AI CapEx melt-up, GPU pricing, and Michael Burry's disproven thesis, before turning to the CLARITY Act compromise on stablecoin yield, Bitcoin's quiet recovery, Saylor's strategy shift, the Anthropic-OpenAI race, newly announced funds, and AI's reshaping of workforce expectations.
Thanks for tuning in!
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Follow Oneshot: https://x.com/OneshotPodBW
Follow Framework Ventures: https://x.com/hiFramework
Follow Michael: https://x.com/im_manderson
Follow Vance: https://x.com/pythianism
Subscribe on YouTube: http://bit.ly/4aytFti
Subscribe on Apple: https://bit.ly/4aJwHen
Subscribe on Spotify: https://bit.ly/4rZkkSt
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Timestamps
(00:00) Introduction
(02:33) AI CapEx Melt-Up
(13:30) CLARITY Act Compromise
(23:53) Bitcoin’s Quiet Recovery
(28:44) Bitmine & Tom Lee
(33:22) The LLM Horse Race
(38:38) New Funds Announced
(50:09) The AI Tooling Filter
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Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
SaaS Under Pressure, Saylor’s Bitcoin Accumulation, and HYPE’s Breakthrough | Roundup
Friday, April 17, 2026 • Duration 52:16
This week, Michael and Vance sat down to discuss their macro outlook, AI's pressure on SaaS valuations, the evolving venture capital landscape, Michael Saylor's accelerating Bitcoin purchases, Hyperliquid's breakout moment, and the Fed chair nomination and rate cut outlook.
Thanks for tuning in!
–
Follow Oneshot: https://x.com/OneshotPodBW
Follow Framework Ventures: https://x.com/hiFramework
Follow Michael: https://x.com/im_manderson
Follow Vance: https://x.com/pythianism
Subscribe on YouTube: http://bit.ly/4aytFti
Subscribe on Apple: https://bit.ly/4aJwHen
Subscribe on Spotify: https://bit.ly/4rZkkSt
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Timestamps
(00:00) Introduction
(02:11) Macro Outlook
(08:33) Thoughts on SaaS & Fintech
(16:50) The VC Model Today
(23:04) Saylor’s Buying Spree
(31:10) Quantum’s Impact on Crypto
(34:06) Thoughts on Hyperliquid
(46:55) The New Fed Chair
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Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
Investor Relations in the Onchain Era
Tuesday, March 24, 2026 • Duration 21:59
In this special episode, we introduce Blockworks’ new investor relations platform for onchain businesses.
As institutional capital continues to enter crypto markets, expectations around transparency, standardization, and professionalism are rising. But instead of replicating legacy systems, Blockworks IR takes a different approach, leveraging real-time, onchain data to create a more transparent, data-driven, and low-friction investor relations model.
The platform combines curated analytics, branded investor portals, and white-glove advisory support into a single solution, helping teams tell a clearer, more credible story while giving investors a more efficient way to evaluate opportunities.
Launched at the Digital Asset Summit in New York, Blockworks IR aims to fill a critical gap in the industry. Listen to learn more about the vision behind the product and what it means for the future of investor relations in crypto.
Tempo Mainnet, Agentic Payments, and SEC Crypto Rulemaking | Roundup
Friday, March 20, 2026 • Duration 47:25
This week, Michael and Vance sat down to discuss the macro impact of Middle East tensions on oil and markets, the SEC's crypto asset rulemaking, private credit liquidity risks, Tempo's mainnet launch, the agentic payments landscape, and the sustained growth trajectory of AI foundational models and GPU compute demand.
Thanks for tuning in!
–
Follow Oneshot: https://x.com/OneshotPodBW
Follow Framework Ventures: https://x.com/hiFramework
Follow Michael: https://x.com/im_manderson
Follow Vance: https://x.com/pythianism
Subscribe on YouTube: http://bit.ly/4aytFti
Subscribe on Apple: https://bit.ly/4aJwHen
Subscribe on Spotify: https://bit.ly/4rZkkSt
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Timestamps
(00:00) Introduction
(00:47) Macro Outlook
(09:12) SEC Crypto Rulemaking
(12:57) State of the Market
(23:42) Impact of BDCs
(29:02) Tempo & Agentic Payments
(37:54) Intersection of Crypto & AI
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Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
Market Uncertainty, AI Valuations, and Crypto’s Path Forward | Roundup
Friday, March 13, 2026 • Duration 51:11
This week, Michael and Vance sat down to discuss the state of the market, private-versus-public valuation gaps in AI and venture markets, a proposal to convert the Across token to equity, Strategy’s STRC product, potential crypto recovery narratives, and the role of bitcoin miners in AI data center infrastructure.
Enjoy!
–
Follow Oneshot: https://x.com/OneshotPodBW
Follow Framework Ventures: https://x.com/hiFramework
Follow Michael: https://x.com/im_manderson
Follow Vance: https://x.com/pythianism
Subscribe on YouTube: http://bit.ly/4aytFti
Subscribe on Apple: https://bit.ly/4aJwHen
Subscribe on Spotify: https://bit.ly/4rZkkSt
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Timestamps
(00:00) Introduction
(01:01) Market Outlook
(24:12) The Across Token to Equity Proposal
(27:20) Strategy’s STRC
(35:10) Positive Narratives For Crypto
(38:54) Data Centers & Bitcoin Mining
(48:10) Closing Comments
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Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
The Bill That Could Reshape Crypto | Rebecca Rettig
Friday, March 6, 2026 • Duration 50:50
This week, Michael and Vance sat down with Jito Labs’ CLO Rebecca Rettig to discuss the status of the CLARITY market structure bill, including congressional negotiations, committee roles, and the debate over stablecoin yield. They also cover regulatory dynamics, potential SEC and CFTC rulemakings, stablecoin oversight, implications for DeFi, and how the industry may evolve with or without new legislation.
Thanks for tuning in!
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Follow Rebecca: https://x.com/RebeccaRettig1
Follow Oneshot: https://x.com/OneshotPodBW
Follow Framework Ventures: https://x.com/hiFramework
Follow Michael: https://x.com/im_manderson
Follow Vance: https://x.com/pythianism
Subscribe on YouTube: http://bit.ly/4aytFti
Subscribe on Apple: https://bit.ly/4aJwHen
Subscribe on Spotify: https://bit.ly/4rZkkSt
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Timestamps
(00:00) Introduction
(02:12) Updates on CLARITY
(06:59) Role of Committees & White House
(11:11) The Yield Question
(27:33) The Rulemaking Process
(42:27) What Happens If CLARITY Passes?
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Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
Introducing Oneshot: The AI Arms Race and Crypto Market Consolidation
Friday, February 20, 2026 • Duration 49:18
Welcome to Oneshot! OneShot is a new weekly podcast from Framework Ventures that explores the intersection of commodities, energy, AI, and emerging technology through a crypto lens.
This week, Michael and Vance sat down to discuss progress on U.S. crypto market structure legislation, and industry consolidation. They also cover public versus private market dynamics, token valuations, AI adoption and workplace impact, and the capital-intensive competition among OpenAI, Anthropic, and xAI.
Thanks for tuning in!
Resources
Dario Amodei — “We are near the end of the exponential”: https://youtu.be/n1E9IZfvGMA?si=S3aMCORIsQ__3TdE
–
Follow Oneshot: https://x.com/OneshotPodBW
Follow Framework Ventures: https://x.com/hiFramework
Follow Michael: https://x.com/im_manderson
Follow Vance: https://x.com/pythianism
Subscribe on YouTube: http://bit.ly/4aytFti
Subscribe on Apple: https://bit.ly/4aJwHen
Subscribe on Spotify: https://bit.ly/4rZkkSt
—-
Timestamps
(00:00) Introduction
(01:30) What is Oneshot?
(05:05) CLARITY Act Update
(13:35) Crypto’s Capital Consolidation
(25:44) AI Tools: Hype vs Reality
(36:05) The AI Arms Race
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Disclaimer: Nothing said on Oneshot is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed, and our guests may hold positions in the companies, funds, or projects discussed.
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