Coming up01:24 Intro and Welcome Deepak!03:55 Understanding Bitcoin Treasury Companies06:01 Bitcoin vs Gold: What’s Actually Scarcer Now09:04 The Future of Currency: Gold, Bitcoin, and the Dollar 12:07 Can India Really Build Wealth in This Global System?15:10 Why stablecoins matter in the US34:04 Currency wars and global monetary power37:31 Liquidity & Market Dynamics41:02 Macro trends and founder decision-making45:48 The Evolution of Consumer Tech and Market Competition51:54 Understanding Market Cycles Through Historical Context56:56 Zomato vs. Swiggy: The Battle for Market Share01:10:16 The Importance of Narrative in Business01:13:01 Market Dynamics and Competition in Quick Commerce01:16:38 Using consumer data to drive innovation01:21:39 The Future of E-commerce & Quick Commerce01:25:55 The Economics of Quick Commerce01:29:12 Investor Sentiment in the current market01:32:13 Founder Longevity, Team Building & Scaling VisionSwiggy Q4 FY25 Results:https://docs.google.com/spreadsheets/d/1xv5gK0ZrD6A-M3HR0AOVhRwj4EMUTEIzdmkdekYMvCc/edit?gid=0#gid=0