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Why Evan Stopped Paying Attention to Bitcoin ETF Inflows | Ep 510

Good now revolutionaries—Evan and Will sit in for a Tuesday morning that turns into the most useful 'how to think about tokens' session of the year. The thesis: utility doesn't mean what you think it means, the protocol can win without the token going up, and you should be buying revenue and burn — not announcements and hype. From there: Jito's JTX gets a deep status check (gateway to Solana DeFi, White Whale's early feedback on slippage and order types), the Hyperliquid Strategies DAT model gets walked, Kevin Warsh inherits the Fed and ~0% odds of cuts through July 2027, oil drives…

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