Welcome to The OFR House, a podcast led by IOSG Ventures, featuring in-depth, forward-looking conversations on crypto markets, infrastructure, and the ideas shaping the next phase of the industry.

🎙 Guests

Momir Amidzic: Managing Partner, IOSG Ventures

Joey: Principal, IOSG Ventures

📌 Episode Overview

Join IOSG Ventures' Momir and Joey as they dissect the crypto markets of 2025 and share their predictions for 2026. From Bitcoin's disappointing year to Ethereum's stablecoin resurgence, Hyperliquid's dominance, and the structural problems plaguing altcoins, this comprehensive discussion covers the narratives that defined the year and what's next for crypto.

Key Topics

02:12 Bitcoin & Macro: Is the four-year cycle breaking?

12:42 Ethereum’s Comeback: Stablecoins, leadership, and narrative recovery

20:05 Solana's Identity Crisis and the Rise of Hyperliquid

32:48 The Altcoin Apocalypse

54:40 Perps: Who Survives?

01:06:00 Prediction Markets' Moment

01:18:06 IOSG 2026 Predictions

⚠️ Disclaimer

This podcast is for informational purposes only and does not constitute investment advice.

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IOSG 2026 Investment Outlook

📩 Email: ofr@iosg.vc

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「EP3」Crypto's Reckoning: What Failed, What Won & What's Next

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「EP3」Crypto's Reckoning: What Failed, What Won & What's Next