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Collector since February 16, 2024

Favorite Podcasts

Celestine Sloths, Alloyed Assets, And Hyperbitcoinization with Sunny Aggarwal

The evolution of the modular thesis doesn't go without saying Osmosis and the Cosmos ecosystem. Being the hub of liquidity for the modular ecosystem assets (TIA, DYM, OSMO), Osmosis plays an important role for the space. In today's interview with co-founder Sunny Aggarwal, we discuss the recent rise of Celestine Sloths and how features like the Skip API allows for seamless cross-chain transactions, enabling users to mint NFTs on Stargaze by swapping currencies through Osmosis in a single transaction. This is a mega leap forward in interchain fluidity and for all of those who minted Sloths, you understand. We then went onto discuss the Mad Scientists collection which has recently gained traction, (Sunny's PFP) and how the tech behind this collection works.We discussed Backbone Labs and the plan to distribute a significant portion of protocol revenues to holders, and whether or not this "real yield" is bullish. Shortly after, we discussed the proposal from Osmosis about alloyed assets. Osmosis has introduced the concept of alloyed assets, which aggregrate various tokens into a unified asset pool to manage liquidity more effectively. This approach not only mitigates risks associated with individual bridge failures but also streamlines asset management across chains, thus simplifying the user experience significantly. But, is it really the best solution? We asked Sunny about the risks associated, some edge cases, and really dug into some areas where we feel they may have fell short... Sunny stepped up to the plate and addressed our concerns as always. Finally, towards the end of the podcast we talked about the hyperbitcoinization of Cosmos with players like Babylon and others. Sunny is pretty excited about this and we talked in-depth about this new phenomenon of bringing BTC to Cosmos and other ecosystems. We really enjoyed this conversation and hope you will too! The Rollup

Ep.25: Brian Flynn (Boost), Runes and Bitcoin Ordinals, Halving, Airdrop Fumbles, Social Token Distribution

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 00:27 Intro - We’re back, it’s episode 25, and we’ve got Brian Flynn co-hosting 02:25 Quick reminder, we’re hosting Free Wifi - an event at Farcon in LA on 5/4 03:53 What’s the latest from Boost and finding the right users for a given product 05:59 Maria Shen’s tweet thread on 20 of the most innovative onchain experiences 07:30 Deeper dive on crypto social mechanics, Nouns DAO launching a token 09:54 It’s interesting how the token model can dictate how a coin is described 12:17 Memecoins vs NFTs and lowering the barrier to entry for participants 13:55 How PartyDAO is evolving, crowdfunding for DAOs and NFTs, Party vs Party 16:28 It was a hot week with a lot of drama in and around Crypto The Game 20:39 Putting a price on things that didn’t have a price before, the 2nd half of Maria’s thread 21:24 Taking a look at what Unlonely is doing with livestreaming and 30 minute token launches 24:25 Digging into Runes and Bitcoin Ordinals, something Peace has waited a long time for 27:33 Peace tells the story of how he got into Bitcoin and shares his thoughts on Bitcoin the brand 31:11 The Bitcoin Halving is announced with a short clip by Peace that’s now up to be minted on Zora 34:56 Let’s talk about Uniswap, reaching $250B in L2 volume, creating a market for absolutely anything 40:17 Discussing marketing strategy in crypto and Ben Roy’s tweets about Farcaster’s strategy 43:03 First time founders focus on product, second time founders focus on distribution 47:55 We hold the belief that tokens are a form of media and experimentation driven by price 48:20 Looking at the struggle with airdrops, Jupiter, and other de-fi protocols putting tokens out 53:17 Brian brings up a tweet by Mason from Token Soft discussing onchain go-to-market strategy 56:43 Remaining bullish on social distribution, curating audiences and looking at what $ENJOY is doing 1:00:00 We’re at the top of the hour, thanks for tuning in, see you next week at 11AM PST / 1PM EST Hosts: Jess Sloss Web VJ: Peacenode Guests: Brian Flynn Production: Cheryl Douglass None of this is financial or tax advice.

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.

Modularity: Unbundling The Blockchain Stack

Robbie and Andy are CoFounders of The Rollup. In this episode, we discuss modularity and the unbundling of the blockchain stack. Robbie and Andy cover what is the significance of modularity in the world of blockchains and how it will unlock the ability for anyone to create a blockchain network and ultimately focus on other matters such as the next generation of DeFi and Web3 applications. ------ 🔗 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 4:02 - The Rollup 9:07 - What is modularity? 14:16 - Ethereum scaling with modularity 17:34 - Will L2s ever use alternative DA providers? 20:02 - What is DA (data availability)? 24:14 - Can Celestia accrue value? 32:06 - Major modular projects 32:50 - Avail 33:47 - Hyperlane 35:59 - Initia 37:06 - Dymension 37:51 - Movement 39:28 - Effect of Dencun upgrade on modular thesis 42:01 - Will there be a DA winner-take-all? 43:41 - Airdrop strategies in modular ecosystem 45:09 - Near term modular token launches 46:23 - Closing ------ 🔗 Guest Links 🔗 ► Rollup Website: https://therollup.co/ ► Rollup on Twitter: https://twitter.com/therollupco ► Andy on Twitter: https://twitter.com/ayyyeandy ► Robbie on Twitter: https://twitter.com/robbie_rollup ► Modular March content: https://therollup.co/category/modular-march/ ------ 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.

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.

artwork for POD OF JAKE
Audio
47:15

#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!