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"Taming the Wild West" with Serpin Taxt, founder of Ethos | ZEROPOD S2 E14

Welcome back to another episode of ZEROPOD, this one featuring Serpin Taxt, the ambitious young founder of a new protocol called Ethos, which aims to help solve the age-old problem of who to trust (and who not to) in the onchain space. Host Toady Hawk talks about his childhood, his career in web 2, and his goals for Ethos, namely, to tame the wild, wild west of the crypto space… just a bit. So without further ado, let’s go learn about the mythos behind the Ethos. —- Timestamps: 00:00 - The $9B Problem: Scams, Trust, and the Wild West of Crypto 02:25 - Welcome to ZEROPOD: Meet Serpin Taxt, Founder of Ethos 05:00 - Inventor Dreams and Web2 Career 08:00 - Escaping B2B SaaS 11:00 - Discovering Ethereum: Interoperability and Smart Contracts 13:30 - When Crypto Finally Clicked 15:00 - Inspiration from Friend.Tech and the Birth of Ethos 17:00 - Reputation is Everything: Why Trust Signals Matter 19:10 - Realizing a Bigger Vision 21:00 - A Wild West Without Accountability 24:00 - Proof-of-Stake for People: Ethos’s Core Mechanism 26:30 - Avoiding Mob Rule: Risk, Reputation, and Social Slashing 29:00 - Open Moderation and Algorithmic Challenges 31:00 - Reviewing ETH Wallets, Twitter Accounts, and Beyond 33:30 - Identity, Anonymity, and the Risk of Sockpuppets 36:00 - Using Ethos in the Wild: Kaito, Bots, and Reputation vs. Attention 39:00 - Why It's Hard to Call Out Scammers (but Why We Must) 42:00 - The Power of Named Reviews vs. Anonymous Drama 44:00 - NFT Ethics, Gotcha Culture, and the Chaos Incentive 46:00 - Social Slashing 101: How It Works in Ethos 49:00 - Toward Financial Slashing: The Next Big Risk Layer 51:00 - Onboarding: Slow Growth 53:00 - Staying Power: What Keeps Users Coming Back Daily 56:00 - Finding People to Vouch For (and How to Ask for Vouches) 58:30 - Using the Chrome Extension for Discovery and Reviews 1:00:00 - Integrations 1:02:00 - Building Influence Onchain: Ratings for Businesses, Not Just People 1:04:00 - Alpha Drop? Business Leaderboards Are Coming 1:06:30 - Why Ethos Launched on Base 1:12:00 - The Token Question: Contributor XP, Incentives, and Future Possibilities 1:14:25 - Wrap-Up --- Podcast recorded by Toady Hawk, edited by Toady Hawk and Santhosh. Hosted by Toady Hawk. Music by Toady Hawk, SuperTightWoody & Suno AI. Produced by Zero Rights Media. This content is zero rights reserved (cc0), please remix and reuse it in any way you like!

"Onchain Native" with Native.fun Founder Derek Brown | ZEROPOD S2 E9

On this episode of ZEROPOD, we sit down with Derek Brown, the mad scientist developer and founder behind the upcoming agentic onchain game called Native dot fun, built on top of the Clanker protocol on Base. We had a blast getting to know Derek and hearing his story, from working as a rural midwest minister to coding in the halls of the some of the biggest tech companies in Silicon Valley, and then striking out to build tech startups of his own. His vision for Native is wild and ambitious, and we can’t wait for you to learn all about it! If you enjoy this conversation, please Like, Comment & Subscribe — it really helps us grow our community. — TIMESTAMPS: 0:00 - Introduction: Positive-Sum Environments 1:15 - ZEROPOD Intro & Guest Introduction - Derek Brown 2:00 - Derek’s Fun Fact: Three Daughters, Same Birthday 3:09 - From Dupont Brat to Tech Builder 7:01 - Discovering Programming 7:06 - A word from our sponsor: Clanker.world 9:00 - The Journey to Tech: From Ministry to SV 18:12 - Tough Times & Family Resilience 24:00 - Getting Into Crypto: Bitcoin at $300 and Satoshi’s Whitepaper 31:01 - The Base vs. Solana Debate: Values & Coexistence 36:00 - The Origin of Clanker and Its Influence on Native 44:00 - What is Native? Sim City Meets Onchain Economies 51:00 - Dots Explained: AI Agents in the Digital City 58:00 - Tokenomics Deep Dive: Fees, Buybacks, and Sustainability 1:06:00 - The User Experience: MVP, Maps, and Gameplay 1:11:00 - Passports & Stamps: Proof of Humanity in Native 1:12:46 - Final Thoughts & How to Get Involved  — Podcast recorded by Toady Hawk, edited by Toady Hawk, JackWyldes and Santhosh. Hosted by Toady Hawk. Music by Toady Hawk, SuperTightWoody & Suno AI. Ad spot by JackWyldes. Produced by Zero Rights Media. This content is zero rights reserved (cc0), please remix and reuse it in any way you like! #base #onchain #clanker #ai #ethereum #tokens

"Winning Together" with Clanker Founders Proxy and Dish | ZEROPOD S2 E8

Welcome back to another episode of ZEROPOD. This week, Toady Hawk is joined by JackWyldes and they have a very interesting conversation with Proxy and Dish, the two indomitable founders of the little AI agent token launcher called Clanker which has taken the Base ecosystem by storm over the past couple months. This pod is structured a little differently than most, because we actually sat down with the clankers-in-chief on two separate occasions, a couple weeks apart. In between, the guys hosted a hackathon in Boston called Clankhack, where many builders from their burgeoning ecosystem gathered to build together for a weekend, and our own Jack was fortunate enough to attend and document the whole thing (more on this soon.) In any case, we have edited these 2 conversations into a single podcast for your enjoyment, with hinge in the middle separating the pre-clankhack and post-clank-hack eras. We had a blast digging in to get the raw clanker story for you and we hope you will enjoy this conversation as much as we did. So grab a tall glass of milk and a fresh can of spinach and strap in for the Clankpod! —- TIMESTAMPS: 0:00 - Introduction to Clanker: What is Clanker? Deploying meme coins made simple. 2:04 - ZEROPOD Intro 3:00 - Start of Part 1: Pre-Clankhack. Personal Stories of the Founders 6:00 - The Origin of Clanker 9:04 - Building Clanker in Five Days 12:02 - Launching and Scaling Clanker 15:02 - Clanker’s Value Proposition 18:33 - A message from our sponsors 20:00 - Reminiscing about launch day 22:00 - Create the job(s) you want 24:00 - “Farcaster is an incredible network” 26:00 - Tokens as a novel bootstrapping mechanism 29:00 - Dish got kicked off of Facebook 36:00 - The speculative power of ERC-20s vs NFTs 48:00 - Start of Part 2 (Post Clankhack) 49:00 - What is Clanker, exactly? 51:00 - How does it differ from other models 54:00 - The moat is the network 57:00 - What was Clankhack? 1:00:00 - The space needs more good content 1:03:00 - How can Zero Rights Help creators 1:05:00 - Being bombarded by VC term sheets 1:08:00 - “It shouldn’t be easy to make 16 million dollars” 1:10:00 - The future of Clankhack 1:17:00 - Comparison to UX on Solana 1:19:00 - “No more L2s” 1:21:00 - “If the leader of the free world can do it, so can you.” 1:24:00 - Wen $SNOWDEN on Base? 1:33:00 - Bit of a love fest tbh 1:38:00 - Chugging canned spinach for the plot 1:40:00 - Alpha? 1:42:00 - Outro — Podcast recorded by Toady Hawk and JackWyldes, edited by Toady Hawk, JackWyldes and Santhosh. Hosted by Toady Hawk and JackWyldes. Music by Toady Hawk, SuperTightWoody & Suno AI. Ad spot by JackWyldes. Produced by Zero Rights Media. This content is zero rights reserved (cc0), please remix and reuse it in any way you like! #base #onchain #clanker #ai #ethereum #tokens

"Keep it Gdupi, Stupi" with 'Degenerative Artist' Yon from Peaceful Groupies & GDUPI | ZEROPOD S2 E7

Welcome back to another episode of ZEROPOD, a zero copyright video podcast for people who enjoy Ethereum. Our guest this week on ZEROPOD, is from the artistic side of the onchain world— Yon, the self described “degenerative artist” behind The Peaceful Groupies, the Yon Experience and most recently, one of the first artcoins launched via the clanker AI agent on farcaster: Redacted Gdupi. On this episode, we talk about Yon’s youth in a small Argentinian town, how he moved to Europe and carved his own way as an artist, how he has been a constant early adopter of onchain techs and trends, and what’s next for him and $GDUPI. We hope you enjoy this conversation with an onchain CC0 art legend, and if you do, please remember to like and subscribe! Thank you to our partner sponsors at clanker.world for helping to make this content possible. Clanker is the easiest way to deploy a token on Base. 
 — Timestamps • 0:00 - GDUPI Origins • 1:35 - Welcome to ZEROPOD, introducing Yon. • 2:59 - Yon’s upbringing in Chaco, Argentina • 3:55 - Early love for character design, video games, and art • 4:56 - Childhood gaming • 6:25 - Yon the Baller • 8:50 - The Paris Period • 11:00 - Saving money and finding time for art • 12:50 - Discovering clients through Reddit subreddits • 14:10 - Parental perceptions of an art career • 16:01 - “Every piece is a portrait of what I’m living in that moment.” • 17:03 - Introduction to crypto and saving in Ethereum • 19:00 - Early experiments with CS:GO skins and CryptoKitties • 21:00 -Discovering NFTs • 22:20 - A Word About Our Sponsors Clanker.World • 23:10 - Yon’s first NFT purchase was a Beeple • 25:00 - Minting on Rarible and building early collections • 26:50 - Experimenting with telegram auction houses • 28:00 - Creating Peaceful Groupies and generative art • 31:00 - The challenges of launching a hyped NFT collection • 32:40 - Mentorship from 9999 and learning about contracts • 35:00 - Joining Farcaster and exploring new creative outlets • 39:00 - The Reply Guys channel and community-driven art • 41:50 - The Reply Guys t-shirt and embracing CC0 licensing • 44:00 - Perspectives on piracy, creativity, and open art • 48:00 - Organizing minted collections and planning for the future • 51:00 - Reflections on the Yellow Collective’s first year • 54:00 - GDUPI: origins, meme culture, and experiments with Clanker • 57:40 - Thoughts on memecoins and tokenizing moments • 1:00:30 - The distribution powers of ERC-20 tokens. • 1:02:20 - Moving from Argentina to LA and the creative scene in the US • 1:04:00 - Planning for the future and growing the Yon ecosystem • 1:06:10 - What’s next for GDUPI, NFTs, and personalized 1/1 art • 1:07:00 - Yon turns the tables on Toady • 1:11:10 - Closing thoughts on creativity, 2025 plans, and the onchain journey — Podcast recorded by Toady Hawk, edited by Toady Hawk, JackWyldes and Santhosh. Hosted by Toady Hawk. Music by Toady Hawk, SuperTightWoody & Suno AI. Ad spot by JackWyldes. Produced by Zero Rights Media. Custom NFT thumbnail hand illustrated by Yon himself! This content is zero rights reserved (cc0), please remix and reuse it in any way you like! #base #onchain #groupies #art #clanker #artist

"Building a Better Internet on Base" with Aneri Amin (Product Lead at Base) | ZEROPOD S2 E5

Welcome back to another episode of ZEROPOD, our zero copyright video podcast about enjoying Ethereum. In this episode, host Toady Hawk, from the Zero Rights Media Collective sits down with Aneri Amin, the Head of Product in charge of social, creators and onchain summer at Base. Aneri’s career journey spans from the high tech hallways of Apple and Meta to the onchain trenches of Coinbase's leading Ethereum L2 rollup. She has been a force for change, driving innovation in creator tools, decentralized social, and onchain ecosystems. In this episode, we chat about Base’s explosive first full year, its plans for 2025, and how they’re building a future where creators like me can own our content, identity, and audience. Plus, she shares some great insights into her own journey—from a curious kid asking “why” to every question to a crew chief on the construction site for what she calls “the new internet.” This was an inspiring conversation about the power of community, ownership, and innovation—so buckle up, stay based and let’s dive in!  Also, if you enjoy this content and want to see more like it, please Like, leave a comment and Subscribe so you don't miss the next episode. --- TIMESTAMPS: 00:00 The Future of the Creator Economy is Onchain 00:54 Welcome to ZEROPOD 02:00 Childhood Curiosity and Governance Passion 04:00 A Lifelong Love of Reading 06:26 Education 07:00 From Public Sector to Big Tech 09:00 What Exactly Does a Product Manager Do? 11:03 Creator Challenges and Meta Days 15:00 Biggest Learnings From Time at Meta 16:30 Onchain as a New Internet for Creators 20:00  Creator Wellbeing as a New Pillar 22:00 Original Intro to Crypto, and Later Onchain-pilling via Coinbase 27:00 Goals for Onchain Summer 3 29:00 Why Did Base Find So Much Success in 2025? 30:00 Aneri Spills The Tea on What It’s Like Working With Jesse Every Day 34:00 Around the World with Base Lessons and community insights from Base’s global tour across Africa, India, and beyond. 37:00 Different Regional Onchain Needs How cultural differences shape creator priorities in various regions. 40:00 Strategies for Tackling Global Expansion of the Onchain Economy 41:00 Big Plans for 2025 Aneri hints at major Coinbase Wallet updates and what’s next for Base. 44:00 What is Aneri Most Excited About in 2025? 46:00 Aneri’s Advice for Onchain Creators 48:00 Wrapping Up --- Podcast recorded by Toady Hawk, edited by Toady Hawk and Santhosh. Hosted by Toady Hawk. Music by Toady Hawk, SuperTightWoody & Suno AI. Produced and distributed by the Zero Rights Media Collective. This content is zero rights reserved (cc0), please remix and reuse it in any way you like!  #base #onchain #content #creators #ethereum

"Without a Trace" featuring Anoncast founder Kartik Patel aka @slokh | ZEROPOD S2 E4

When Vitalik Buterin buys a memecoin to try your consumer zk social app, you know you’re onto something. Kartik Patel (aka @slokh) joins ZEROPOD to talk about Anoncast— the ZK-powered app that lets you post anonymously and trustlessly to Farcaster and Twitter/X from a web interface at anoncast.org. From hacking RuneScape mods as a kid to pulling endless hours at OpenSea during peak NFT chaos, Kartik shares his journey, the lore behind $ANON, and why he thinks ZK privacy is the future. Along the way: why Farcaster is the Silicon Valley of crypto, how he learned ZK programming from scratch in three weeks, and how "lore-first, product-second" might just be the future of bootstrapping. Join us to learn all about the cracked dev who made it possible to speak your mind on the internet, without a trace. TIMESTAMPS: 00:00 - When Vitalik tries your app 01:09 - ZEROPOD Intro 01:26 - Anon, A-non, Tomato, tomahto.03:13 - Young Kartik 04:00 - Hacking game mods 05:00 - Happy in his space (software developing) 07:13 - From defi protocols to NFTs 07:33 - Joined Opensea 08:13 - Working at Opens during peak NFT bull 09:33 - Working at Manifold and then striking out on his own 10:28 - Solo hacking 11:25 - Why was he attracted to building on Farcaster 12:13 - Better Farcaster branding 13:40 - Similar problems to Ethereum 15:13 - Building Nook farcaster client 18:23 - A Kartik Primer on the ANON Lore 21:51 - Kartik wasn’t even involved in ANON until after the CTO 23:00 - How the anoncast idea came to be 24:49 - New paradigm of products coming downstream of communities 27:13 - Why he wanted to build anoncast 28:16 - Vitalik buying $ANON and trying anoncast 29:40 - How does ZK privacy work? 31:18 - Why is ZK privacy important? 32:55 - How does anoncast work? 36:00 - The future of what curation could look like on anoncast… ZK-anon reddit? 38:00 - Favourite feature shipped on anoncast so far 41:00 - Learning ZK on the go 42:00 - Best use cases for anoncast? (Alpha?) 43:30 - How can people contribute to the project? 44:00 - Best place to learn how to use anoncast? 44:44 - What is he most excited about? 47:00 - Just build, have fun and differentiate 47:30 - What is the sloth backstory 48:00 - Outro Podcast recorded by Toady Hawk, edited by Toady Hawk and Santhosh. Hosted by Toady Hawk. Music by Toady Hawk, SuperTightWoody & Suno AI. This content is zero rights reserved (cc0), please remix and reuse it in any way you like!

#171 - EMIN GÜN SIRER

Emin is Co-Founder and CEO of Ava Labs, the organization behind the ⁠Avalanche⁠ smart contract network. He is a computer scientist, software engineer, and researcher who has focused on distributed systems, network security, and cryptocurrencies for more than 20 years. Before building Ava Labs, Emin was an associate professor of computer science at Cornell University and co-director of the Initiative for Cryptocurrencies and Smart Contracts at the university. In 2003, Emin designed ⁠Karma⁠, the first cryptocurrency based on a proof-of-work protocol, years before the creation of Bitcoin. Follow Emin on X ⁠⁠⁠⁠@el33th4xor⁠. 0:00 - Emin’s deep history around cryptocurrencies 8:20 - Why Bitcoin took him and his colleagues by surprise 11:28 - Emin’s vision for the future of the crypto industry 16:34 - Avalanche’s approach to scaling crypto-economic activity 23:05 - How Avalanche’s architecture supports multiple sub-nets 27:34 - The real importance of decentralization 32:40 - Emin’s perspective on technological regulation 41:57 - The unique properties of Avalanche’s Snowball consensus 49:00 - Why the best technology does not always win in the market Mint this episode for free onchain on Base at ⁠⁠⁠pods.media/pod-of-jake/171-emin-gun-sirer⁠⁠ For more episodes, go to ⁠⁠podofjake.com⁠⁠. Previous guests include ⁠⁠Mark Cuban⁠⁠, ⁠⁠Vitalik Buterin⁠⁠, ⁠⁠Brian Armstrong⁠⁠, ⁠⁠Balaji Srinivasan⁠⁠, ⁠⁠Keith⁠⁠ ⁠⁠Rabois⁠⁠, ⁠⁠Ali Spagnola⁠⁠, ⁠⁠Anthony Pompliano⁠⁠, ⁠⁠Raoul Pal⁠⁠, ⁠⁠Julia Galef⁠⁠, ⁠⁠Jack Butcher⁠⁠, ⁠⁠Tim Draper⁠⁠, and over 100 others alike. Learn from founders and CEOs of companies like ⁠⁠OpenAI⁠⁠, ⁠⁠Coinbase⁠⁠, ⁠⁠Solana⁠⁠, ⁠⁠Polygon⁠⁠, ⁠⁠AngelList⁠⁠⁠, ⁠⁠Oura⁠⁠⁠, and ⁠⁠Replit⁠⁠, and investors from ⁠⁠Founders⁠⁠ ⁠⁠Fund⁠⁠, ⁠⁠a16z⁠⁠, ⁠⁠Union Square Ventures⁠⁠, and many more. I appreciate your support and hope you enjoy. Thanks to ⁠⁠⁠Chase Devens⁠⁠⁠ for the show notes and ⁠⁠⁠Yiction⁠⁠⁠ for the music. Lastly, I love hearing from fans of the pod. Feel free to email me any time at ⁠⁠jake@blogofjake.com⁠⁠. Thank you!

Bright Moments Venice: The Finale ft Seth Goldstein

Seth Goldstein is an entrepreneur, art collector, and mentor, who has led pioneering ventures for two decades. He founded Bright Moments in 2021, a digital art gallery fostering crypto art communities worldwide, pioneering live IRL minting experiences with digital artists. Co-founding companies like SiteSpecific and Majestic Research, he's made waves in internet advertising and data analysis. This Podcast episode is sponsored by Studio Asisi, the team behind Berlin-based artist Yadegar Asisi, who has been exhibiting the world's largest panoramas and creating immersive art for over 20 years. His inaugural digital collection, Canvas Legacies, pays homage to the Impressionist movement and nimbly blends analog and digital. Now minting on https://nft.asisi.de/ Subscribe to Kaloh's Newsletter 👉 https://www.kaloh.xyz/ Kaloh's Podcast 👉 https://www.kaloh.xyz/s/kalohs-podcast Connect with me: X 👉 https://www.x.com/kaloh_nft Instagram 👉 https://www.twitter.com/kaloh_art Farcaster 👉 https://warpcast.com/kaloh In today’s episode, we discuss: Venice's Unique Vibe (00:02:07) Seth describes Venice, Italy's unique lifestyle and atmosphere, focusing on its small streets and artistic history. Bright Moments' Finale in Venice (00:03:14) Seth explains the significance of Venice for the Bright Moments project's finale, including minting crypto citizens and the finale project. Showcasing at Venice Biennale (00:04:30) Seth discusses the international art fair and festival, Venice Biennale, and the deliberate timing of the Bright Moments finale to coincide with the event. Cultural Awareness and Evolution (00:07:10) Seth reflects on the journey of cultural awareness and sophistication of the Bright Moments project from London to Paris. Challenges of Nomad Life (00:09:37) Seth shares the complexities and emotions of living a nomadic lifestyle for three years and the toll it takes on relationships and work. Economic and Market Changes (00:12:00) Seth discusses the economic volatility and market changes experienced by Bright Moments, including shifts in cryptocurrency values and competition from other projects. Incorporating Shiny Objects (00:15:42) Seth addresses incorporating new trends like meme coins, Ordinals, and Farcaster into the Bright Moments finale event. Future Plans for Bright Moments (00:27:17) Seth hints at taking a breather after the finale and reflects on the team's hard work, expressing a desire for people to reflect on and appreciate the minted NFTs. Decentralization and community events (00:31:17) Discussion on decentralization, community-hosted events, and the shift of decision-making to the community. Meme coins and art market trends (00:35:11) Their impact, and the trends in the art market. Artist and collector challenges (00:42:05) The challenges faced by artists and collectors in the current art market, including the need for experimentation and adaptation. Ordinals and the Bitcoin ecosystem (00:45:29) Discussion on ordinals, its relationship with the Bitcoin ecosystem, and limitations compared to Ethereum-based art projects. Until next time, - Kaloh Mentioned: Piter Pasma, Monica Rizzoli, Phil, Spongenuity, Venice Biennale, Bright Moments, Crypto Citizens, Foundation, Ethereum, Solana, Bitcoin Ordinals, Base, Coinbase, Farcaster, MetaMask, Tezos, OpenSea, Tyler Hobbs, Zancan, Zach Lieberman, Casey Reas, Lauren Lee McCarthy, Martin Grasser, Camille Roux, Squiggles, Mitchell F Chan, Sofia Crespo.

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51:22

#169 - NICK TOMAINO

Nick is the Founder and General Partner at 1confirmation, a cryptocurrency focused investment firm. After raising its first $26M fund in 2017, 1confirmation now has over $1 billion in assets under management. The firm's early-stage investments include OpenSea, Farcaster, Worldcoin, Polkadot, Cosmos, Polymarket, dYdX, Degen, and others alike. Prior to starting 1confirmation, Nick was a Principal at Runa Capital and worked in business development in the early days at Coinbase. Follow Nick on X ⁠@NTmoney⁠ and on Warpcast ⁠@nick⁠. For more episodes, go to ⁠⁠podofjake.com⁠⁠. Previous guests include ⁠⁠Mark Cuban⁠⁠, ⁠⁠Vitalik Buterin⁠⁠, ⁠⁠Brian Armstrong⁠⁠, ⁠⁠Balaji Srinivasan⁠⁠, ⁠⁠Keith⁠⁠ ⁠⁠Rabois⁠⁠, ⁠⁠Ali Spagnola⁠⁠, ⁠⁠Anthony Pompliano⁠⁠, ⁠⁠Raoul Pal⁠⁠, ⁠⁠Julia Galef⁠⁠, ⁠⁠Jack Butcher⁠⁠, ⁠⁠Tim Draper⁠⁠, and over 100 others alike. Learn from founders and CEOs of companies like ⁠⁠OpenAI⁠⁠, ⁠⁠Coinbase⁠⁠, ⁠⁠Solana⁠⁠, ⁠⁠Polygon⁠⁠, ⁠⁠AngelList⁠⁠⁠, ⁠⁠Oura⁠⁠⁠, and ⁠⁠Replit⁠⁠, and investors from ⁠⁠Founders⁠⁠ ⁠⁠Fund⁠⁠, ⁠⁠a16z⁠⁠, ⁠⁠Union Square Ventures⁠⁠, and many more. I appreciate your support and hope you enjoy. Thanks to ⁠⁠⁠Chase Devens⁠⁠⁠ for the show notes and ⁠⁠⁠Yiction⁠⁠⁠ for the music. Lastly, I love hearing from fans of the pod. Feel free to email me any time at ⁠⁠jake@blogofjake.com⁠⁠. Thank you!

Why This Crypto Bull Run Is and Is Not Different

Marc Weinstein is a Partner at Mechanism Capital. In this episode, we discuss why this time is and is not different, as it relates to the crypto bull run. Marc shares what keeps him up at night as an early stage venture investor but also as a retail trader. According to him, we are all retail traders! As one of the more relatable investors, he is able to break down a number of observations and hypotheses related to founders, memecoins, speculation, L2s, and inflated private market valuations this cycle. ------ 🔗 Essential Show Links 🔗 ► Youtube: https://youtube.com/@defidad ► Apple: https://tinyurl.com/edgepod ► Spotify: https://tinyurl.com/edgepodspotify ► Linktree: https://linktr.ee/edge_pod ► Follow DeFi Dad: https://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH https://flat.money/ 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH https://www.swellnetwork.io/ 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID https://fluid.instadapp.io/ 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS https://www.mantle.xyz/ 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS https://kelpdao.xyz/restake ------ Timestamps 0:00 - Intro 5:30 - Marc's background 13:12 - Where are we this cycle? 19:10 - Top signals 25:52 - L1 rotators last cycle vs this time 28:25 - Attention dispersion with new L2s / L1s 29:27 - Speculation, memecoins, and nihilism 34:09 - Principles for bull run investors 38:42 - Structuring deals and sizing 41:26 - Vesting schedules 46:36 - Tokens vs equity and why FDV matters 52:11 - Venture rounds are overpriced 56:11 - Ways to get liquidity as a VC 1:00:20 - Balancing long term investing vs short term bubbles 1:12:27 - Closing 1:13:14 - Thoughts on Bitcoin L2s and Web3 gaming ------ 🔗 Guest Links 🔗 ► Mechanism Website: https://www.mechanism.capital/ ► Mechanism on Twitter: https://twitter.com/MechanismCap ► Marc on Twitter: https://twitter.com/WarcMeinstein ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Ep.23: Degen Chain, Syndicate, Orb on Lens, $ENJOY tipping, L3s, Gas tokens

A weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer internet experiences. Join us live and online on Fridays @ 10AM PST live.seedclub.xyz 04:34 Let’s move into the L3 conversation, welcome to Jacek and Will from Degen Chain 06:18 Syndicate - the frame chain 12:34 There are tons of experimental ideas for tokens already playing out as L3 applications 17:58 Tipping was very unpopular when it first launched, now its social distribution for tokens 21:25 How they decided to use Degen as a gas token 25:43 Next let’s bring Nilesh from Orb 30:15 Creating a different category for users and thinking of them as curators instead 33:07 Rebranding communities as a feature in the app to ‘Clubs’ that have superpowers 36:30 You can now mint directly within the Orb app, just swipe and that’s it, you’re done 37:09 Building for mobile wallet users and the many who prefer not to use mobile wallets 42:23 Typical ways to launch coins vs how $ENJOY was launched and how tipping works 45:05 Quick recap of all the things we’ve seen pop up for Enjoy - ads, an anthem is coming, etc 54:04 Josh was actually first to launch the Costco Hot Dog memecoin on pump.fun 56:28 This is just funny, there’s an AI token generator? Might be a top signal 58:10 We’re going to be doing a ton of fun stuff at Farcaster in LA coming up in May, stay tuned Hosts: Jess Sloss & Josh Cornelius Web VJ: Peacenode Production: Cheryl Douglass None of this is financial or tax advice.

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Audio
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#167 - LUCAS CAMPBELL

Lucas is the founder of Pods — a platform for onchain podcasts. Pods launched in private beta in Q4 2023 and since then, has onboarded over 30 podcasts and over 250 episodes on the platform. Prior to Pods, Lucas was the first employee at Bankless, where he led the newsletter for 3 years and launched Bankless Collectibles — the first instantiation of podcast NFTs. Follow Lucas on Farcaster @0xl. I'm excited to partner with Pods to release this as our first episode onchain on Base. For more episodes, go to ⁠⁠podofjake.com⁠⁠. Previous guests include ⁠⁠Mark Cuban⁠⁠, ⁠⁠Vitalik Buterin⁠⁠, ⁠⁠Brian Armstrong⁠⁠, ⁠⁠Balaji Srinivasan⁠⁠, ⁠⁠Keith⁠⁠ ⁠⁠Rabois⁠⁠, ⁠⁠Ali Spagnola⁠⁠, ⁠⁠Anthony Pompliano⁠⁠, ⁠⁠Raoul Pal⁠⁠, ⁠⁠Julia Galef⁠⁠, ⁠⁠Jack Butcher⁠⁠, ⁠⁠Tim Draper⁠⁠, and over 100 others alike. Learn from founders and CEOs of companies like ⁠⁠OpenAI⁠⁠, ⁠⁠Coinbase⁠⁠, ⁠⁠Solana⁠⁠, ⁠⁠Polygon⁠⁠, ⁠⁠AngelList⁠⁠⁠, ⁠⁠Oura⁠⁠⁠, and ⁠⁠Replit⁠⁠, and investors from ⁠⁠Founders⁠⁠ ⁠⁠Fund⁠⁠, ⁠⁠a16z⁠⁠, ⁠⁠Union Square Ventures⁠⁠, and many more. I appreciate your support and hope you enjoy. Thanks to ⁠⁠⁠Chase Devens⁠⁠⁠ for the show notes and ⁠⁠⁠Yiction⁠⁠⁠ for the music. Lastly, I love hearing from fans of the pod. Feel free to email me any time at ⁠⁠jake@blogofjake.com⁠⁠. Thank you!