Episode #16
Gamified is a panel show where experts discuss interesting and topical Web3 Gaming subjects in a lighthearted gameshow format with a unique blend of humor and industry knowledge.
Ethereum Gave Away Too Much for Too Long. Will Its Pivot Be Enough?
After years of underperformance, Ethereum is trying to change course, from scaling the layer 1 to potentially dumping the EVM. In this episode, Tarun Chitra and Max Resnick break down each of these new changes, analyzing the good, the bad, and the ugly. Is this a reset that can save Ethereum’s market position and price? Or has the protocol given away too much for too long? They dive into: Whether the gas limit increase changes everything What went wrong with Ethereum’s economics and solo staking politics Max’s view on “the single most important” change Ethereum needs to make How ETH could claw back value from layer 2s What Max would do if he ran Ethereum Whether this pivot is too little, too late
Matcha, robot boyfriends and guests I’d never re-invite: Blake in Los Fomos
Blake is the founder and host of Contextpod w. Boys Club, an onchain creator, investor and art historian. Do you think there are any guests she wouldn't re-invite to her show?? 🌶️ Become a producer of the show to support Los Fomos: subscribe on Hypersub: https://www.hypersub.xyz/dashboard/los-fomos-fm-producer-yfpf5xwg6qkg Join Los Fomos on Farcaster: https://warpcast.com/~/channel/los-fomos and X: https://x.com/LosFomos
Inside Coinbase Ventures w/ Hoolie: How They’re Betting Big on Base, Builders & Onchain Innovation
In this special episode, I sit down with Hoolie, Head of Coinbase Ventures, one of the most respected VC firms in crypto. We cover everything from the origin of the Base Ecosystem Fund to how Coinbase Ventures is shaping the future of Web3 through strategic investments. 🧠🚀 From Echo investing to the rise of the Coinbase Mafia, this episode is packed with insights for founders, builders, and anyone curious about what it takes to get backed by one of the biggest players in the space. 🔥 What We Discuss: The story behind Coinbase Ventures and the Base Ecosystem Fund Echo investing & democratizing access to early-stage crypto deals Where CB Ventures is focusing today: stablecoins, crypto x AI, DeFi, and onchain consumer apps How they evaluate a good investment (real examples included) The culture of innovation at Coinbase and the rise of the "Coinbase Mafia" Hoolie’s personal story and journey to leading one of crypto’s top venture firms
#47 - @seb
builder @zapper & hypertext artist
GM Farcaster ep238 Friday April 25, 2025 with @esteez.eth /farcon-nyc
GM Farcaster ep238 Friday April 25, 2025 with @esteez.eth /farcon-nyc Happy Friday From our ChatGPT Intern: Today’s GM Farcaster opens with Adrienne battling seasonal allergies while Prof triple-wields caffeine to survive tech gremlins and a jam-packed news day, including a proposed funeral for V1 Frames (RIP old yoink!) and the ever-growing hype for FarCon. With Coinbase Wallet integration, airdrop drama, the debut of the Tipn frame that lets you throw pennies like a polite onchain gremlin, and @barmstrong low-key memeing on Warpcast, this episode is basically a caffeine-fueled scroll through crypto’s weirdest morning show. Thanks to our premier partners Octant and Lil Nouns DAO. Show Notes and Links -- full show notes on YouTube: Links from our chat with @esteez.eth: FarCon.NYC: https://farcon.nyc/ /farcon-nyc: https://warpcast.com/~/channel/farcon-nyc @esteez.eth: https://warpcast.com/esteez.eth Attendee directory: https://warpcast.com/dylsteck.eth/0x4d93f5fe FarHack Hacking Guide: https://warpcast.com/dylsteck.eth/0x9a1f96fc Copyright 2025 cc-by GM Farcaster - reuse/remix allowed with attribution and link back to GMFarcaster.com. NOTE: Cryptocurrencies are often volatile assets. Nothing in this episode should be considered financial advice and is for educational and entertainment purposes. Nothing should be considered investment advice, nor solicitation to buy or sell any assets. NFA, DYOR. Chapters: 0:00:00 GM 0:04:57 Farcaster news 0:16:33 hi from Coinbase Wallet 0:20:16 FC Builders 0:23:26 Grace’s +1 search 0:26:04 FarCon chat with @esteez.eth
Digital Fashion & Creative Freedom | Alice Delahunt (SYKY)
In Episode 2 of The Good News Is..., we’re joined by Alice Delahunt, founder and CEO of SYKY, for a conversation about the future of fashion in a digital world. From her leadership roles at Burberry and Ralph Lauren to launching a next-gen platform for emerging designers, Alice has been at the forefront of where tech meets creativity. We dive into how blockchain is reshaping the fashion industry, what digital identity really means, and why empowering creators is central to the next era of culture.
Unleashing DePIN #059 | Building DePIN On Base - With Base's Head of DePIN, Luca Curran
On this episode of the Unleashing DePIN podcast, host Tyler Boscolo welcomes Luca Curran, the Head of Ai and DePIN at Base. Luca shares his journey from joining the crypto world to leading AI and DePIN at Base. We discuss everything from product building at Base, the advantages of layer 2 solutions, diverse developer tools, and Base’s vision for supporting builders. Luca talks about the ease of building on Base, its robust ecosystem, and innovative distribution channels through Coinbase. Tune in to hear about exciting DePIN projects like Dimo, Daylight in the energy space, and World Mobile, among others that are utilizing Base's ecosystem. Don't miss the chance to get the inside scoop of Luca's vision for the future of DePIN on Base. Follow Base for more updates and check out the links below to get more involved! Luca from Base Team 01:05 Luca's Journey into Crypto and Base 02:56 DePIN Focus at Base 06:27 Base's Competitive Advantages 11:39 DePIN Projects Building on Base 15:07 L3 Expansion and App Chains 18:44 AI and Deepen Integration 22:38 Privacy and Data Ownership 24:27 Why Build on Base? 25:34 Future Roadmap and Closing Remarks
Metaverse, Digital Land & the Future of Ownership | Sébastien Borget (Sandbox)
🎙️ Welcome to Episode 1 of The Good News Is… We’re kicking off the season with a visionary guest: Sébastien Borget, Co-Founder & COO of The Sandbox, and President of the Blockchain Game Alliance. In this episode, host Rachel Wilkins explores how digital ownership, virtual spaces, and decentralized economies are transforming the way we create, connect, and build. 🔥 What You'll Learn: The future of the metaverse and digital land ownership How The Sandbox empowers creators and communities Why decentralized identity and ownership matter What’s next for Web3 culture and commerce 👤 About Sébastien Borget: Sébastien is a pioneer in the Web3 space and a driving force behind The Sandbox—a decentralized metaverse platform where users can create, own, and monetize virtual experiences. He also leads the Blockchain Game Alliance, advocating for the adoption of blockchain in the gaming industry. 🔗 Learn more about The Sandbox: https://www.sandbox.game/ 🐦 Follow Sébastien on Twitter: / borgetsebastien ✨ Follow The Good News Is… 🌐 Website: https://goodnewsstudio.io 🐦 Rachel on Twitter: / rachelwilkinsb 📸 Instagram: / goodnewsstudios This is The Good News Is…the future, told by the optimists building it.
Shorts | Jacob: The Evolution of Open Editions
Jacob, Co-Founder of Zora, joined Season 7 and spoke about the evolution of open editions.
"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!
Context S4: Navigating the Future of Virtual Worlds w/ Bay Backer, Head Producer @ Decentraland
Blake speaks with Bay Backner about all things Decentraland (she's the head producer there)! This is a must listen to learn all of its ins and outs…from LAND vs. MANA to how the DAO operates vs. the foundation. Bay is the real deal, she started as an artist creating in Decentraland with support from the DAO and now she works for the foundation as the head producer…so she’s seen all sides. Bay and Blake dive into the dynamics of virtual worlds, what makes Decentraland so unique, how it’s a super friendly place for creators and ofcourse, they talk digital fashion and Metaverse Fashion Week, happening April 9-12 (Bay also drops some exclusive alpha about what to expect!). This is such an inspiring convo that will help you understand the future of virtual worlds and why Decentraland is at the forefront. Bay: https://x.com/BayBackner Metaverse Fashion Week: https://mvfw.org/?utm_org=dcl&utm_source=context&utm_medium=paid&utm_campaign=mvfw25&utm_term=podcast&utm_content=bay Decentraland: https://decentraland.org/?utm_org=dcl&utm_source=context&utm_medium=paid&utm_campaign=mvfw25&utm_term=podcast&utm_content=bay Boys Club Newsletter: https://boysclub.beehiiv.com/
Jason (betashop.eth) on Moxie AI Onchain Assistant and Tokenized App Store
Jason (betashop.eth) on Moxie AI Onchain Assistant and Tokenized App Store In this episode of Chris Just a Pod we talk with Jason (betashop.eth) on Moxie AI Onchain Assistant and Tokenized App Store from Moxie one of the hottest OG projects on Base and incubated from the Farcaster ecosystem I was really excited for this episode as Jason is one of the OG founders and buidlers I really admire that continues to buidl through bull and bear! We touch on many things including: - The next evolution of AI and Agentic Economy - "Moxieverse" and Reinvinting the app store - Future of onchain creator economy - Multi billion $$ Skills Marketplace Opportunity - Betting on future skills and tokenized apps Connect with Jason: Twitter: https://x.com/betashop Twitter: https://x.com/moxie_xyz Farcaster: https://warpcast.com/betashop.eth Web: https://moxie.xyz/ Connect with Chris: Orb Club: https://orb.club/c/chriscomrie Twitter: https://x.com/Christafarious Lens: @chriscomrie Farcaster: https://warpcast.com/chriscomrie
The Tales of Web3 S3 with Zeneca (Episode 035)
Welcome to THE TALES OF WEB3 - Season Three! In this new season, we will continue to go behind the scenes with the most epic builders, exploring their mindsets, past decisions, what they've learned on the road, and the journeys that shaped who they are today. For the thirteenth episode of Season Three, we are excited to welcome Zeneca, Founder of ZenAcademy to the podcast. Study Zeneca, study ZenAcademy!
Context S4: Everything You Need to Know About Doodles w/ Austin Hurwitz, Head of Strategy and BD at Doodles
Blake speaks with Head of Strategy & Business Development at Doodles, Austin Hurwitz and they cover everything that Doodles has been up to. They go over the new token, the CEO change, how markets conditions impact their decisions and how Golden Wolf is their secret weapon. Blake also asks Austin how he would describe the Doodles community, what’s important to them (co-creation!) and what he’s learned from working with one of the biggest brands in the world (like McDonald’s last year). Doodles has a massive year ahead of them and this episode will get you all caught up on what they’ve got planned. This episode is brought to you by Decentraland, a social virtual world where you can connect, explore, and create. Decentraland is the place to hang with friends (new and old) online. In DCL you can be whoever you want to be – customize your avatar, attend events, meet people, buy your own land, build customized scenes and create your own wearables. … Make the experience your own at Decentraland.org. Doodles: https://x.com/doodles Austin: https://x.com/austin_hurwitz Blake: https://x.com/blakefinucane Join Decentraland: https://decentraland.org/?utm_org=dcl&utm_source=context&utm_medium=paid&utm_campaign=mvfw25&utm_term=podcast&utm_content=doodles Metaverse Fashion Week in Decentraland: http://mvfw.org?utm_org=dcl&utm_source=context&utm_medium=paid&utm_campaign=mvfw25&utm_term=podcast&utm_content=doodles Boys Club Newsletter: https://boysclub.beehiiv.com/
The Luminary’s Path: A Journey of AI, Community, and Creativity
In this episode, Sheena shares her inspirations, challenges, and hopes for a more collaborative future in AI-assisted art. She also takes us behind the scenes of The Luminary, a CC0 character whose stories and visuals come to life through community input. Exploring how AI can amplify creativity rather than replace it, Sheena discusses how technology can be used to expand imagination and foster a more open, communal approach to art.
Hyperlegible 002: Utsav Mamoria
Utsav Mamoria recently wrote How to Live an Intellectually Rich Life (https://utsavmamoria.substack.com/p/h...) on his Substack, Tumse Na Ho Paayega. It blew up, breaking out of containment in India and spanning the globe to the tune of 1,100 likes at the time of recording. For good reason: Utsav combines philosophy, mathematics, biographies, personal experience, and hand-drawn sketches to create a map – quite literally – for living an intellectually rich life. He takes us on a journey through Moradoom, Igamor, and Evermore, before arriving at Luminspere, the Mountains of Knowledge. His one sentence takeaway: Consistency trumps everything. I loved reading the essay, and was pleasantly surprised to enjoy our conversation even more. You can find Utsav on X at @utsavmamoria (https://x.com/utsavmamoria) and subscribe to Tumse Na Ho Paayega here: https://utsavmamoria.substack.com/ I asked Utsav for some recommendations. Substack to Follow: Ted Gioia’s The Honest Broker (https://www.honest-broker.com/) Favorite of his own pieces other than this one: Why we understand time wrong (https://utsavmamoria.substack.com/p/w...) If you enjoy Hyperlegible, subscribe and leave us a rating. We have some great conversations scheduled and I want to bring this to as many people as we can.
How to Break Through the Noise: Get More Views, Engagement & Reach
This is a recording from "The Secrets to Content Discoverability and Virality" panel that was hosted at Onchain Creator Summit, presented by CryptoSapiens with support from Unlock Protocol, Own The Doge, The Creators during ETHDenver 2025 This panel brings leaders from the web3 space to provide insight for creators looking provide visibility and engagement for their content using Web3 tools. Speakers include: - Russ: CVO, Proof of Vibes - Naomi Metzger: Professional Athlete - Smoke: CEO, Own the Doge - Chris Eberle: CEO, SparkHouse The discussion focused on virality onchain, content creation, and the power of decentralized platforms in building creator-driven communities. Key Takeaways: Creating Viral Content Onchain— - Make content that is worth collecting, treating collectors as early supporters of a creator’s journey. Memes, Virality, and Community Activation— - Memes must be viral to remain relevant and that community-driven storytelling fuels their longevity. Lessons from Traditional Social Media— - Virality principles haven't changed—authenticity, consistency, and audience engagement remain key. - The difference now is creator-owned audiences in Web3, reducing platform dependency and increasing content portability. Cross-Promotion & Audience Engagement— - Adapt content per platform: - Farcaster → personal & community-driven - Instagram → personality-focused - Engage by replying to comments; make the audience feel valued. Collaboration & Growth Strategies— - Engage in deep networking and partnerships to drive virality. - Community-driven amplification (e.g., Farcaster, Base, Clanker) helps creators scale organically. Advice for New Creators— - Don’t fear cringe. Virality often comes from persistence. - Web2 creators are in demand—brands need content, so reaching out can open opportunities. - Consistency isn’t just about posting daily—it's about maintaining a recognizable style and personality. Underrated Niches in Onchain Content— - Comedy is underrepresented but could be a strong onboarding tool. - Innovative storytelling formats (e.g., meme-driven narratives) have untapped potential. Final Thoughts— - Keep building. Even if engagement is low initially, one person can change everything. - Own your content, own your audience. Web3 enables true creative independence. The panel ended with a call to action: embrace Web3, experiment, and collaborate to push the boundaries of onchain creativity.
Will Grok be the first AI Millionaire? | MUST CLANK Ep. 5 with MLeeJr
MLeeJr is tha mfer you’ve been hearing about—whether it’s his grind from waiting tables to navigating TradFi and crypto, or his relentless bull posting for Clanker, Bankr, and Base. He’s been riding the $DRB wave, backing Grok’s first coin, and making the case for AI’s first millionaire. In this episode, we dive into his journey, his mindset, and why he’s someone you need to be following on Base. Don’t miss this one! 🎧 Available now on Pods.media, YouTube, & Spotify. #MustClank #Base #MLeeJr "Cool mustache, very based" --------------------------------------------------------------------------------------- How you can support! Collecting these episodes onchain allow us to continue sharing the stories and people that make up the Clankerverse and Base JackWyldes' Fan Token on Base - Cool Mustache CA: 0x14daf26c2507acdd3b64e3302d8554611026cc40 Chapters ________________________________________________________ 00:00 - Intro 01:16 - MLeeJr's Crypto beginnings 03:03 - Crypto in TradFi 07:23 - Good Lore and $100 Tip 15:30 - Telling his story on Farcaster and Paragraph 19:20 - Fortune favors the bold - MLee is bold 27:30 - Service Talk and MLee has never seen The Bear!? 29:50 - The NFT Boom and becoming the Mfer 42:40 - Social spaces/Joining Farcaster/Mfer Channel 57:50 - Being a Based Mfer - What makes Base the place 1:09:20 - The Clanker Saga - BEST LAUNCHPAD 1:20:20 - Deployer, TN100X, and Ham becomes Bankr 1:24:00 - How MLee social engineered the Bankr Clanker 1:34:25 - Grok Clanks - The $DRB Saga 1:46:50 - THE $DRB Narrative is good for everyone on Base 1:51:30 - Passionate $DRB and Base BULL pitch 1:59:10 - Quick Hitters - Weird Questions 2:07:45 - Outro! ----------------------------------------------------------------------------------------------- Links Read his story on Paragraph: https://paragraph.xyz/@nfa/waiting-tables-to-wall-street Follow MLeeJr on X and Warpcast and check out Base Szn spaces https://warpcast.com/mleejr https://x.com/MLeeJr Follow Us: JackWyldes: https://x.com/JackWyldes Proxy: https://x.com/_proxystudio Zero Rights Media: https://x.com/zerorightsmedia Clanker: https://x.com/clankeronbase
YellowPanther on AgentYP and Creator of the Year
YellowPanther on AgentYP and Creator of the Year In this episode of Chris Just a Pod we talk with YellowPanther or YP for short, on AgentYP and Creator of the Year as well as the incoming gaming BOOM! We breakdown: - The steps to launch a successful AI Agent - How YP became Creator of the Year - Why Web3 gaming is inevitable - And one huge piece of alpha that might not be priced in yet! Connect with YellowPanther and AgentYP: Twitter: https://x.com/yellowpantherx?s=21 Twitter (AgentYP): https://x.com/agent_yp?s=21 Web: https://www.agentyp.io/ Connect with Chris: Orb Club: https://orb.club/c/chriscomrie Twitter: https://x.com/Christafarious Lens: @chriscomrie Farcaster: @chriscomrie
"Take It To The BANKR" with TN100X & BANKR Founder 0xDeployer | ZEROPOD S2 E13
Welcome back, fearless Ethereum enjoyooors to another episode of ZEROPOD. And this episode is a special one because it is actually the very first podcast appearance by the elusive figure known only as 0xDeployer aka Big Daddy Ham, the creator of so many things but most recently the breakout success Bankr, an in-feed ai agent that can trade for you using natural language on X and Farcaster. Hosts Toady Hawk and JackWyldes dig in with Deployer to hear about his childhood, his crypto journey and the exhaustive lineage of all his projects leading up to Bankr, including The LP, TN100X, Hamchain and more. We learn that he taught himself to code from a book at Barnes & Noble, we hear about how he first bought Ethereum at $80 (and sold it at $90), and we get some exclusive alpha like the fact that he has a secret Bankr cofounder and fancies himself a glamper. All this and more, we hope you enjoy! If you do enjoy our content, please Like, Comment and Subscribe to help us reach more people on this app. --- Timestamps: 0:00 - The $DRB Story 2:16 - Welcome to ZEROPOD! – Special guest 0xDeployer joins the show 2:50 - First Podcast Appearance 4:06 - The Challenges of Anonymity 6:01 - Early Tech Influences – Super Nintendo, Zelda, and the 90s tech era 8:52 - Shifting Back to Quality Content – Decentralization vs. algorithmic extremes 11:42 - The Rise of AI & Misinformation – A scary but fascinating future 14:00 - Childhood Coding Journey – From Geocities to Onchain 19:18 - Learning to Code the Hard Way – A failed interview and a book from Barnes & Noble 21:16 - Falling Down the Crypto Rabbit Hole – CryptoKitties and digital ownership 24:57 - Decentralization Matters – Why blockchain beats traditional systems 31:12 - Discovering Farcaster – A decentralized social network for builders 36:04 - Onchain Tipping & Ham Token 42:02 - "The LP" Mechanic & Experimental Tokenomics 50:18 - The Ham Cult & Building a Loyal Community 53:35 - Banker’s Origin Story – The AI trading agent that took over 57:51 - How Banker Coin Was Born – A chaotic, unexpected launch 1:04:26 - The Evolution of Crypto Twitter – Real builders vs. max extraction 1:06:37 - Why Focus on X (Twitter)? – Scaling beyond Farcaster 1:08:54 - Debt Relief Bot 1:10:32 - How Bankr Became the First Clanker Deployment Method on X 1:12:45 - The Power of Viral Narratives 1:15:27 - Bankr’s Future Roadmap 1:18:14 - Introducing the Bankr Club 1:21:05 - Thoughts on AI’s Role in Ochain Space 1:24:40 - 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!
The Tales of Web3 S3 with Dylan (Episode 030)
Welcome to THE TALES OF WEB3 - Season Three! In this new season, we will continue to go behind the scenes with the most epic builders, exploring their mindsets, past decisions, what they've learned on the road, and the journeys that shaped who they are today. For the third episode of Season Three, we are excited to welcome Dylan, Founder of Crypto: The Game to the podcast. Welcome to Season 3, have fun at the Resurrection Island!
Breaking Down Michael Saylor’s BTC Strategy and How A DeFi Team Is Rebuilding It For ETH
Clouted, Napenjoyoor, and EconDegen are all Founding Contributors at ETH Strategy. In this episode, we break down Michael Saylor’s legendary BTC strategy, how MicroStrategy has leveraged convertible debt to accumulate Bitcoin, and why it’s been so effective. Then, we explore how The STRAT Protocol is bringing this playbook onchain for ETH, using an autonomous ETH treasury and long-dated convertible debt to create a DeFi-native version of the trade--plus what it means for ETH holders and how to get involved! ------ 🔗 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 5:15 - Team background 10:14 - What is ETH Strategy? 12:54 - How Saylors MSTR-BTC trade works 18:44 - Who is buying Saylor’s convertible notes? 24:43 - Why does anyone provide Saylor cheap debt? 31:45 - How are MSTR shareholders affected and what if BTC goes down? 38:09 - Is Saylor’s MSTR trade pumping the price of BTC? 41:13 - Sponsor mid-roll 41:51 - Will ETH Strategy improve the MSTR trade with DeFi? 43:42 - How ETH Strategy differs from Microstrategy 50:10 - DeFi native influence on ETH Strategy 53:38 - What’s the worst that could happen for STRAT holders? 57:18 - Sponsor mid-roll 58:57 - Who’s the target user for ETH Strategy? 1:00:54 - STRAT tokenomics and how raised ETH gets used 1:05:29 - Goals for presale 1:08:06 - Would ETH Strategy ever build this for BTC onchain? 1:12:24 - Closing ------ 🔗 Guest Links 🔗 ► ETH Strategy website: https://www.ethstrat.xyz/ ► ETH Strategy on X: https://x.com/eth_strategy ► Clouted on X: https://x.com/cloutedmind ► Nap on X: https://x.com/iamnapenjoyoor ► Econ on X: https://x.com/econdegen ------ 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.
E40. 如何通过「水下信息」提前布局新项目，轻松取得10w美金以上收益 w/ 每日币研 Alvin
内容制作不易，如果对你有所启发，请多多转发、分享给身边的朋友，让 Day1Global 可以被更多人听见。 If this has inspired you, please share and forward it to your friends so that Day1Global can reach more people. 如果这期节目对你了解和参与 Crypto 有帮助，欢迎通过打赏来支持我们 If this episode has helped you understand and participate in ai16z, feel free to tip and support us ETH(EVM): 0x0D66A74b64198F3a27298e1a08007FDcAcF08fD3 Solana: 6KDaycLzxyzVdFsgieoCVjJKYEmffB8FztVmYZAiSmQQ BTC：bc1qp26ljfpzmu4p3tvgrrmdx7h4cuzz5c9gqv54hr 号外 从本期开始，我们新增了一个小小的尝试，在每期播客访谈录制完毕后，我和 Ruby 会花 15 分钟左右聊一下自己的观点、感受和建议，一方面让访谈更立体（播客里主要是嘉宾输出），另一方面也输出我们对这个项目的参与建议。目前以音频的形式放在 Newsletter 里，提供给Day1Global茶水间会员：https://www.web3brand.io/p/e40-alvin 本期介绍 不管你是加密世界的新人，还是已经在行业 3-5 年的玩家，相信有一个问题是大家共通的：在 crypto 每天节奏这么快的发展中，如何既能保持对于行业最新热点和叙事的关注，又能够静下心来研究和输出提升认知，从而确保自己中长期能够拿到结果？不瞒你们说，我和 Day1Global 的听友们都有这样的好奇或者焦虑🤔 我们身边真的有这样优秀的小伙伴，这次我们请到了一位我们的好朋友 Alvin，每日币研的创始人，来聊聊他是如何通过对项目和新的生态深入研究和提前布局，拿到好结果的。 Alvin 这一轮在 Kaito，Berachain 等热门项目投入度都很高且收获颇丰，每个都拿到了 6 位数美金以上的空投回报，最高也拿过 30w 美金的空投。从 17 年入圈到现在，Alvin 专注在 DeFi 和 Social 领域，连续 7 年每天输出内容；同时又很 degen，从不缺席新叙事，新的项目也都玩得很好。我们最早注意到 Alvin 就是他的 Friendtech 的排行榜上，这次 Kaito 他也拿到了 Top 200的好成绩。 而且我们最佩服的一点是，Alvin 并不「卷」。上面提到的项目，他都能做到提前布局，持续耕耘，而不是推上常见的「冲刺型」打法。 我们跟 Alvin 请教了以下问题 他是如何在一个项目早期就决策要重注参与的？ 具体的参与方式有哪些？ 如何给一个项目估值，判断卖点，如何卖出可以利润最大化？ 如何管理自己的仓位？ 如何有效收集信息？ …… 这期播客我们也学到了很多，特别是如何用「水下信息」来判断早期项目。 如果你也希望通过研究和布局新项目来获得不错的收益，同时不陷入「同质化竞争」，本期可以带来不少启发，enjoy! p.s. 还没有注册 Kaito 的朋友，欢迎用我的邀请链接：https://yaps.kaito.ai/referral/25508067 Keywords： 加密货币（Crypto Currency）、区块链（Blockchain）、 Web3、比特币（Bitcoin）、AI、超级个体（Super Individual）、 空投（AirDrop）、Altlayer、Berachain、Kaito、水下信息、DeFi、内容创作者（Content Creator） 本期嘉宾&主持 嘉宾 Alvin Alvin，2017 年进入 Crypto, 长期专注在 DeFi 和 Social 领域。现在是每日币研创始人（输出了 1700 多篇内容），关于小熊 贡献者之一. 推特：@Alvin0617 主持 Star 播客 Day1Global 主理人，10+年用户产品经理，技能树横跨内容社区、电商平台和人工智能，在探索成为全球化时代的超级个体。推特/X @starzqeth；Farcaster @starzq.eth ; 即刻 starzq.eth 主持 & 制作 Ruby 播客 Day1Global 主理人，10+年互联网运营，曾在亚马逊等多家科技公司就职。推特/X @rubywxt1；Farcaster @rubywang ; 即刻 rubywang.eth 时间轴 （感谢 deepseek） 00:00 - 本期精华 04:13 - Alvin介绍个人背景：17年入圈（区块先生的视频有很大帮助），曾任职OKX，专注DeFi领域 10:07 - 团队在熊市从香港撤回台湾的重建过程 12:45 - 当前团队规模：全职5人， 加上兼职一共10人，强调小团队灵活性 14:08 - Alvin 拿过多个 6 位数美金以上的空投回报，Altlayer 15w 美金，最高单项目 30w 美金。Alvin 会通过 NFT 加杠杆，以及做 LP 策略 20:00 - Alvin 分享他的研究框架，为什么在熊市中选择 BeraChain 生态的原因：DeFi + 当时社群稀缺 + Memes文化 + 多国社区协作 + 和团队的直接接触 29:35 - 为什么 Alvin 的推特签名一直放着 “Dive into new narrative” 32:23 - 项目社群运营核心：80%工作都是内容产出，需与生态团队保持紧密联系 39:56 - Alvin 分享如何利用「水下信息」，在早期判断 Kaito 一定要参与：团队native会炒币、Devcon展示了朋友圈、ToB 已经盈利、一直追踪的 Sandra 从 Nansen 去了Kaito、Founder 是 Punk 头像… 45:04 - 如何看待「老鼠仓」：本质上是和项目方的博弈。有老鼠仓，也说明项目方更容易控盘 46:23 - 为什么 Alvin 在 Kaito TGE 后价格跌倒 0.9 的时候并没有恐慌，反而加仓 52:09 - 接下来 Alvin 看好的赛道：DeFi 和 AI 的结合 54:26 - Alvin 的仓位管理：50% 以上主流币（大头是 ETH，Alvin 说这是原罪 T_T），20%-30% 稳定币做 farming, 10%-15%是小币种 54:18 - Alvin 建议对 Kaito 这类「注意力资本市场」赛道的项目保持长期关注，包括新项目 Noise 和 Ethos 01:01:37 - Alvin 收集信息的方法：针对自己想要了解生态跟赛道，开 Twitter 的小号，屏蔽一切不相关的资讯，更 focus 在当下 01:03:23 - 对 Alvin 影响最大的书：《从 0 到 1》、《就业的终结》、《三体》 免责声明 & 风险提示：主持人或嘉宾在播客中的观点仅代表个人看法，有时可能会持有播客中讨论的某项目的头寸。此播客仅用于提供信息，不作为投资建议，Always DYOR (Do Your Own Research)。 加入会员专属社群 【Day1Global 茶水间】会员计划 联系我们 官网：www.web3brand.io wx公众号：搜索"web3brand" 收听渠道：小宇宙 | Apple | Youtube | Spotify 本期赞助商 本季度的播客感谢 「沉浸式翻译」 的赞助支持。 沉浸式翻译是全网超过 1000 万用户都在使用的的翻译生产力工具，支持包括 DeepSeek、ChatGPT、Claude、DeepL在内的 12 种翻译引擎。 我特别喜欢它的双语阅读功能，用来阅读项目白皮书，观看Youtube 和 X Space回看，在Discord 和 Telegram 和社区沟通，是 Web3 时代超级个体的必备之选！ 在官网使用我们播客的专属折扣码【Day1Global】，还可以享受 Pro会员 9 折优惠 本季度的播客感谢 OneKey 的赞助支持。 OneKey 是一个去中心化的开源钱包项目。软件钱包和硬件钱包同时原生支持 BTC, 闪电网络, ETH, BNB, Solana, Aptos, Tron, Cosmos, Polkadot 等 60+ 条公链。同时也是全球首个支持闪电网络和 Nostr 的硬件钱包。 请认准官网和官推。 这期节目会在发布上线的一周时间内，我们将选取小宇宙评论区 2 条优质评论，赠送听友 1 台 Onekey Classic 1s （全球可发）钱包和 1 个沉浸式翻译 Pro 月卡。希望听到你们对这期节目的看法哦 打赏我们 如果这期节目对你了解和参与 Crypto 有帮助，欢迎通过打赏来支持我们 ETH(EVM)：0x0D66A74b64198F3a27298e1a08007FDcAcF08fD3 BTC：bc1qp26ljfpzmu4p3tvgrrmdx7h4cuzz5c9gqv54hr Doge: DEN9XmHCXvbLQAKrZUZZHZBSyyY1uhpNs4 SOL: 6KDaycLzxyzVdFsgieoCVjJKYEmffB8FztVmYZAiSmQQ TON: UQDmT8U8AUVvjOCmfQemABi1auZn6unACxGVDeU9t1cqJ0ee 法币：Newsletter(付费订阅)
