The Neo Finance Bull Thesis with Vance Spencer & Michael Anderson

A new category is being born, and it's going to reshape crypto investing.

In this episode, we sit down with Vance Spencer and Michael Anderson of Framework to explore the rise of neo-finance and how 2026 creates crypto's Magnificent 7.

Vance and Michael break down Sky, Sirup and the 3-4 assets worth owning, sustainable yields vs Ponzinomics 2.0, why equity outcomes are surging, and the biggest market shift happening right now.

We discuss:

-The Rise of Neo-Finance: Why DeFi No Longer Works
-How 2026 Creates Crypto's Magnificent 7
-Token Structure Clarity & Property Rights
-Sky, Sirup & The 3-4 Assets Worth Owning
-Sustainable Yields vs. Ponzinomics 2.0
-Why Equity Outcomes Are Surging
-Market Structure Bill & SEC Innovation Hub
-BMR's Massive ETH Call Position
-The Biggest Market Shift Happening Right Now

The Rollup