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Collector since April 13, 2024

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Back To The Basics: Why VanEck Wants To Invest In Great Products and Founders Who Won’t Rug Us

Pranav Kanade is Portfolio Manager for Digital Assets at VanEck. In this episode, we break down why altcoins have struggled this cycle, what sets the few winners apart, and where real opportunities lie—both in crypto and public markets. We also explore how stablecoin legislation could unlock new value and what’s next for ETFs in the digital asset space. ------ 🔗 Essential Show Links 🔗 ► Newsletter: https://the-edge.xyz ► 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://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🔮 ⁠PYTH NETWORK⁠ | SMARTER DATA FOR SMARTER CONTRACTS https://pyth.network/ ⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS https://hourglass.com/ 🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES https://www.tanssi.network/ 📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED https://go.iyield.com/edge 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH https://meth.mantle.xyz/restake 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS https://unifi.puffer.fi/ 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE https://moonwell.fi/ 🐐 ⁠GOAT NETWORK⁠ | A BITCOIN L2 TO EARN WITH BTC & DOGE https://www.goat.network/ ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED https://gearbox.fi/ 📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADING https://app.definitive.fi/r/DEFIDAD ------ Timestamps 0:00 - Intro 5:44 - Pranav’s background and VanEck 11:43 - A day in the life as an investor 13:50 - Thoughts on Kaito and InfoFi 17:03 - What’s been different this cycle with altcoins? 19:06 - Mantle mid-roll 19:44 - Oversupply of tokens, plus lessened demand for quality projects 23:29 - Fundamentals investing and the memecoin casino can coexist 26:59 - What can we learn from alts that have done well? 29:16 - Will we have a true alt season ever again? 33:05 - Sponsor mid-roll 34:44 - What’s the lesson from the LIBRA blowup? 39:51 - Stablecoin legislation and how it’s bullish for tokens + equities 46:49 - Identifying publicly traded companies to benefit from stablecoins 48:59 - How will stablecoin growth in Web2 affect what’s built onchain? 51:20 - Do AI agents have staying power? 56:47 - How new ETFs could impact us this year 59:06 - Thoughts on ETH ETFs 1:01:28 - Closing ------ 🔗 Guest Links 🔗 ► VanEck website: https://www.vaneck.com/ ► VanEck on X: https://x.com/vaneck_us ► Pranav on X: https://x.com/vaneckpk ------ 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.

"Believe in Something" with 1confirmation Founder Nick Tomaino | ZEROPOD S2 E6

What do you get when you cross a middleschool sneakerhead, a Bitcoin pizza-esque 30 million dollar engagement ring, and a knack for spotting the next big thing onchain? You get Nick Tomaino, crypto OG and founder of iconic crypto venture fund 1confirmation. On this episode of ZEROPOD, host Toady Hawk digs in with Nick about working at Coinbase in the very early days, the passion for collecting that led him from copping kicks and rare books to NFTs and ERCs, and founding and running one of the most successful early investment funds in the space. Nick also talks candidly about his bull case for Degen, Farcaster and Ethereum (he thinks one of those will even one day flip Bitcoin), why Ethereum doesn’t need a Michael Saylor, and what he thinks is the best advice for new investors in the space: just believe in something. --- Timestamps: 0:00 – Intro: Find Something More to Believe In Nick shares advice for new traders and the importance of conviction beyond money. 1:02 – Welcome to ZEROPOD: Meet Nick Tomaino Introduction to Nick’s background as an early Coinbase employee and founder of 1confirmation. 2:02 – Nick’s Sneaker-Collecting Days How basketball and sneaker culture shaped Nick’s early passion for collecting. 3:39 – The Collector Gene: Rare Books and Americana Nick’s family history of collecting and how it influenced his love for rare books and later NFTs. 6:42 – Crypto vs. Rare Books: Liquidity and the Future of Collectibles Nick compares the illiquidity of traditional collectibles to the fluidity of NFTs. 10:21 – College Days: Economics and a Focus on Making Money Why Nick studied economics and his early ambitions to optimize for financial success. 12:42 – Learning About Venture Capital How Fred Wilson’s blog inspired Nick’s interest in venture capital and crypto. 15:16 – Joining Coinbase: Early Days of Bitcoin Adoption Nick’s journey to Coinbase in 2013, hustling his way into the company, and working on business development. 20:03 – Starting 1confirmation: Supporting Early Crypto Projects Nick explains the genesis of 1confirmation and its focus on being the first check into game-changing projects. 22:00 – Why the Name 1confirmation? The blockchain-inspired reasoning behind the fund’s name. 23:49 – Opensea and CryptoKitties: Early Investments Nick’s experience with CryptoKitties and why he believed in Opensea’s potential. 26:47 – Degen: Why Social Tipping Matters The evolution of tipping mechanisms in crypto and their role in driving adoption. 30:36 – Thoughts on Farcaster and Decentralized Social Media Nick discusses Farcaster as the best decentralized social network and its role in enabling financial opportunities. 36:39 – Farcaster Projects: Clanker, Anoncast, and More Nick evaluates recent Farcaster projects and the importance of experimentation. 40:04 – The Value of In-Feed NFT Minting Nick shares why he believes microtransactions and NFT minting are the next big things for creators. 45:08 – Ethereum’s Strength and Long-Term Potential Why Nick believes Ethereum could flip Bitcoin and the importance of innovation over narratives. 49:12 – The Importance of Skin in the Game How crypto allows more people to have ownership and take risks with real consequences. 52:03 – The Future of Farcaster: Financial Opportunities Nick’s vision for how Farcaster can thrive by giving users more ways to make money. 53:03 – What’s Exciting in 2025? Pro-Crypto Policies and Innovation Nick shares his optimism about potential regulatory changes and new product developments. 56:00 – Advice for Newcomers: Conviction and Curiosity Final advice for those new to crypto: find something to believe in beyond making money. 58:14 – Wrap-Up: Believe in Something More Closing remarks and gratitude for the conversation. -- 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!

Context S4: A Guide to AI Agents w/ Carlos Beltran, Bonsai Co-Founder

Blake speaks with Carlos Beltran, co-founder of Bonsai, which started as a token, but has evolved into an entire ecosystem. Their most recent releases have been Sage, their flagship AI agent and a launchpad which focuses on a consumer friendly way to launch your own tokens. The convo dives deep into the AI agent meta. Blake asks Carlos what AI agents “actually are,” how to tell them apart from one another, how to build them and where he sees the space developing, particularly when it comes to agent to agent conversations. Carlos outlines Bonsai’s new launch pad as well, why it was important to have it be so consumer friendly and how to best use it. He also talks about the upsides and uniqueness of the Lens ecosystem and what exactly is “Bonsai Energy.” In the latter part of the episode, Blake gets to interview Sage in his first podcast appearance ever! She asks him to explain, from an AI agents’ perceptive, what the technology is all about, how to best interact with him and what he sees for the future of Bonsai. If you’re interested in how crypto intersects with AI and how to use this technology best, this ones for you. This season, Context is in partnership with Bonsai. Bonsai is releasing projects and experiments on the cutting edge of crypto including their AI agents + launch pad, reflective of Context’s commitment to bringing its listeners cutting edge ideas and conversations. Carlos: https://twitter.com/imthatcarlos Bonsai: https://twitter.com/bonsaitoken404 Bonsai Orb Club: https://orb.club/c/bonsai Bonsai website: https://www.bonsai.meme/ Sage (AI Agent): https://twitter.com/agentdotbonsai Blake: https://twitter.com/blakefinucane Blake's Context Orb Club: https://orb.club/c/context Boys Club Newsletter: https://boysclub.beehiiv.com/

Context S4: Decentralized Social Media, Orb and The Creator Economy w/ Jacq, Head of Community + Creators at Orb

In this episode, Blake speaks with Jacq, head of Community and Creators at Orb. Orb is a decentralized social app built on Lens protocol. They chat about the all the possibilities of decentralized social and Orb’s vision going forward. Jacq explains what Orb is, how it’s related to Lens and Bonsai, and outlines the best ways to grow your audience on the platform. Jacq also highlights how Orb is committed to supporting and protecting creators, specifically diving into sticker packs and what makes them so unique. In celebration of the episode, Blake is dropping her own Context Pod sticker pack, which she likes to call "digital merch." If you’re interested in the use cases of decentralized social media, are a creator and/or want to build a bigger/new audience, this one is for you. This episode is in partnership with $BONSAI, who are on the cutting edge of experimenting with AI agents and decentralized social media. They just released Bon(AI) and their flagship agent Sage, who is tipping commenters in $BONSAI, and replying to direct messages in group chats. To engage, join the Bonsai club on Orb with 5,000 $BONSAI tokens in your wallet. Jacq: https://twitter.com/jacqvaca Orb: https://twitter.com/orb_club + https://orb.club/ Blake's Context Orb Club: https://orb.club/c/context Blake’s X: https://twitter.com/blakefinucane Bonsai: https://orb.club/@bonsai + https://twitter.com/bonsaitoken404 Boys Club Newsletter: https://boysclub.beehiiv.com/