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0Welcome 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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📩 Email: ofr@iosg.vc
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