#12: Evgeny Yurtaev, Zerion | Building the ZERO Network L2 and the evolution of Zerion

Today’s guest is Evgeny Yurtaev, the Co-Founder and CEO of Zerion. Zerion is a crypto wallet for everything onchain. Zerion has also recently announced that they are building ZERO, a Layer 2 network that is designed to offer zero fees 00:00: Introduction 00:40: Defining a modern crypto wallet 06:00: Views on crypto + social 09:15: Defining Zerion's target users 11:40: Wallets, wallets, wallets 19:30: The evolving business of Zerion 24:25: ZERO and improving the onchain user experience 30:25: Building an ecosystem around ZERO and attracting content creators 41:10: Building on the @zksync Zk Stack 48:00: The business of ZERO 52:00: Onchain identity / Zerion DNA Learn more: Zerion, Evgeny, and Zero https://x.com/zerion https://x.com/evgeth_ https://x.com/zerodotnetwork Wallfacer Labs and Ryan https://x.com/wallfacerlabs https://x.com/RyanRodenbaugh/

A Collective Signal with UFO — Alex Guy, aiio, LGHT

Nick Hollins, Alex Guy, aiio and LGHT are hosts of the first shows on the UFO network. Alex is head of Growth at Zerion and recently launched Still Here. A show to explore his curiosity talking with people who are active web3 citizens. Through all the ups and downs of crypto. Answering the question of what motivates and inspires them. Why they’re still here. aiio is a researcher, community builder and writer bridging across web3 and the underground electronic music and arts communities in Copenhagen. Soon bringing a podcast to UFO. She writes about the concept of space, linking it to human culture, existence, and the need for adaptive ecosystems. LGHT is an artist, designer, writer, and technologist based in the Eastern United States. Creator of the Hypercultures essay series as well as co-founding Based Management. His work mainly focuses on protocol design, the science of digital language/memetics, and zero to one acceleration of tech primitives and adoption. We talk about UFO as a collective signal. Building a radio station. Sharing ideas for how we see this going forward into 2024.

Publishing and owning onchain podcasts with Pods

In Episode 09 of Crypto Consumer Chronicles our host Humpty Calderon speaks with Lucas of Pods In this conversation Lucas introduces Pods, a platform that allows creators to publish podcasts onchain as NFTs. They explore the value proposition of Pods, including the ability to monetize content directly and engage with the audience on a more granular level. They also discuss the power of composability in extending the value of content and the different ways creators can leverage the data available to them. Plus Lucas highlights the importance of designing games and rewards for different types of audience engagement, such as speculation, social interaction, affinity, and patronage.

The Chopping Block: Response to SAB-121, ETH ETF, & More

Welcome to The Chopping Block – where crypto insiders Haseeb Qureshi, Tom Schmidt, Robert Leshner, and Tarun Chitra explore the latest trends in crypto. This episode covers the anticipated Ether ETF Approval and its market impact, Biden's evolving crypto policy, and the bipartisan repeal of SAB-121. We debate the controversy around High FDV Low Float Tokens and discuss the DOJ indictment for a $25 million MEV exploit. Tune in for insights on memecoin performance, the role of prediction markets in politics, and the increasing participation of retail investors in the crypto market.

a16z crypto founder Chris Dixon's new book highlights how blockchains can lead to a more equitable internet

Chris Dixon is a managing partner at a16z and the founder of a16z crypto. In this episode, Dixon gives an overview of his new book, Read Write Own: Building the Next Generation of the Internet, and explains how blockchains have the potential to create more equatable online experiences. OUTLINE 00:00 Background 08:04 New Book 11:13 Crypto Skeptics 14:56 Tech Centralization 19:53 Web2 vs Web3 24:11 Networks vs Tokens 31:12 Platform Ownership 33:49 Platform Take Rates 37:49 Consumer Crypto 40:49 Regulatory Uncertainty 47:29 Venture Landscape

Why Memecoins Have Been 2024's Most Profitable Crypto Trade: Ansem and Kelxyz

In this episode of Unchained, memecoin traders Ansem and Kelxyz unpack everything about memecoins, discussing what makes them valuable and how they evaluate their investment potential. They also address the criticisms and controversies surrounding them, including racism and sexism. (They have a surprising reaction to the latter.) Ansem and Kel argue that memecoins have substance and value, largely due to their popularity and the attention they receive on the internet. They also discuss the importance of distribution and virality in the success of a memecoin, how the chain any coin is on affects its value, and give their opinions on Runes vs. BRC-20s vs. Solana and Ethereum. Plus, they talk about their wildest memecoin stories (think: Dogwifhat) and provide their insights on what they think memecoins will become in the future.

Hot Topics: Solana Congestion, Bitcoin Runes, Echo, and Ethena

Imran and Qiao sat down to discuss the current hot topics such as Solana Congestion, Bitcoin Runes, Echo, and Ethena. No BS crypto insight for founders. Timestamps 00:00 Intro 00:39 Welcome to Good Game 01:12: Qiao Tried to Ape In To Some Runes 01:26 What Are Runes? 02:55 How Do You Receive RSICs? 04:00 Do RSICs Come with a JPEG? 06:12 What Runes and RSICs? 07:20 Other BTC L2s That Want to Offer Support For Runes 08:07 When Will BTC L2s Launch? 09:26 Design Trade-offs For Runes 12:47 Runes Competing With Bitcoin L2s? 14:30 Who are the Runes Accounts on Twitter? 16:56 How Runes Will Play Out Alongside Bitcoin L2s 21:07 Game of Blocks (GOB) 23:11 The Bitcoin Renaissance 26:24 Qiao Shares A Funny Story 32:22 Critiques From Our Last Episode 33:49 Solana Congestion 40:02 Are We Biased Towards Solana? 43:23 Crypto Startup Stories: Fig Investments 46:00 Ethena 56:16 Echo by Cobie 01:05:22 The ETA for The Solana Patch

Arthur Hayes and Will Clemente on How This Bitcoin Halving Is Different

The Bitcoin halving is just around the corner, expected to be on April 19 or April 20. Arthur Hayes, CIO of Maelstrom, and Will Clemente, co-founder of Reflexivity Research discuss the rise in Bitcoin prices ahead of the halving, the impact of the approval of spot Bitcoin ETFs in the US, and the potential effects of the halving on the price trajectory post-halving. They also discuss the potential impact of a new class of investors on Bitcoin's price, volatility, and decentralization. Moreover, they dive into the impact of the macroeconomics, geopolitical, and demographic conditions for the crypto asset industry, the potential for L2s on Bitcoin, and their price predictions for bitcoin by year-end.

Ep. 1 - Introducing the Podscast

Welcome to The Podscast - where we explore the emergence of onchain media and the people building it. The first episode is a bit different than usual. It's a solo recording explaining why we're launching the Podscast and the reason for onchain media. This is a canonical episode that we hope to revisit on a recurring basis, challenging and updating the thesis for onchain media. Every episode of The Podscast will be available onchain. We'll continuously look to experiment with different ways to engage with our audience. Strap in and enjoy.

Polygon’s AggLayer Wants to Be a Hub for Ethereum Layer 2s. Can It Succeed?

Polygon Labs CEO Marc Boiron and co-founder Brendan Farmer discussed everything about the AggLayer, a decentralized protocol built by Polygon that enables fast, secure cross-chain interactions and allows different chains to use the same native bridge. This allows users to seamlessly move assets across chains in the AggLayer ecosystem. The AggLayer aims to unify blockspace so that it feels like a single chain, improving user experience. Boiron and Farmer also discussed the potential for Layer 2 solutions to scale Ethereum, the benefits of zero-knowledge technology, and the future of Polygon's proof-of-stake chain.

#10: Sefton Kincaid, Cicada Partners | The past, present and future of onchain credit

In our latest podcast, we sat down with Sefton Kincaid of @cicadacredit! We discussed the past, present and future of onchain credit, as well as Cicada’s recent partnership with @TrueFiDAO 🎙️ 00:00 - Sefton’s background 04:40 - The efficiencies of DeFi protocols 09:44 - The history of crypto credit 17:20 - Collateralized vs uncollateralized credit 18:30 - TrueFi and Maple’s appeal 21:55 - Crypto credit today 21:45 - Borrowing from custodians 26:38 - Communication between lenders 29:03 - The pricing of risk 31:25 - Why Sefton stayed in onchain credit 32:20 - Cicada Partners’ founding thesis 33:15 - Asset backed lending 34:48 - The appetite for RWA deals 37:22 - Cicada’s partnership with TrueFi 40:44 - DeFi vs CeFi lending in the future 44:13 - Common misconceptions in onchain credit 47:51 - The future impact of onchain credit 49:38 - Closing thoughts Follow Wallfacer: https://twitter.com/wallfacerlabs And our host, Ryan Rodenbaugh: https://twitter.com/ryanrodenbaugh https://warpcast.com/ryanrodenbaugh And subscribe for all our other content: https://linktr.ee/wallfacerlabs

#168 - JACEK

Jacek is the creator of ⁠$DEGEN⁠, an innovative cryptocurrency and L3 built on Base on Ethereum and popularized on Farcaster. Follow Jacek on Farcaster ⁠@jacek⁠. 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.

#9: Regan Bozman, Lattice | Product-market fit, building moats, & picking winners at seed in crypto

Today’s guest is Regan Bozman. Regan is the co-founder of Lattice, an early-stage crypto venture fund. Regan Bozman: Learn more: https://twitter.com/reganbozman https://www.lattice.fund/ 00:00 - Regan’s background 01:56 - ICO takeaways 05:25 - Changes in the crypto investor landscape 13:40 - Improvements in the space 16:33 - Building for the current crypto audience 19:45 - Lattice’s founding thesis and development 21:14 - Non-crypto-native funds returning to crypto 22:55 - Competing with crypto’s biggest funds 24:15 - Exciting areas and contrarian positions 30:18 - Private VC rounds vs market buying 32:08 - Lattice’s perfect deal 34:47 - Having an irrational belief in crypto 36:00 - Making contrarian bets 40:13 - Valuing equity vs tokens 41:14 - Building moats in crypto 43:20 - Types of distribution 45:16 - Organic crypto marketing 46:25 - Lattice’s investing process 48:37 - Examples of failed deals 50:00 - Investing in applications 53:43 - How experience informs how Lattice invests 55:45 - Where the market is going 58:08 - Product-market fit in crypto Follow: https://twitter.com/wallfacerlabs And subscribe for all our other content: https://linktr.ee/wallfacerlabs

Building The Next Wave of GenArt Lovers: Interview with Erick Calderon

Kicking off a series of interviews with platform founders, we are thrilled to bring you this conversation with Erick Calderon aka Snowfro. We dive deep into the recently announced changes with AB, Sansa, and the market as a whole. In this episode we discuss: -Racing cars, Magic: the Gathering & Minecraft -Surviving in Crypto for 7+ years, surviving the 2018 bear market and our current downswing & the simple math behind the generative art market -What the experience could be for new collectors that are no longer "early" -Why buy Sansa? What do they bring to Art Blocks and their role in the future of the platform? -Who will be allowed to release on Sansa & the challenges of being a truly open platform -Expanding Engine Partners to brands & bringing new communities to web3 through physical generative objects -How Curated is changing and when we can expect the next Curated release -Can we expect new chains, sale mechanisms, release styles & more from Art Blocks & Sansa? Follow Erick on Twitter @ArtOnBlockchain and join the Art Blocks Discord to stay up to date on their upcoming announcements

What DeFi Can Learn From Chipped w/ Winny.eth - Flywheel #98

In this episode of Flywheel, DeFi Dave interviews Winnie, the founder of Chipped, a project that aims to make crypto more accessible and fun for non-crypto native users. Winnie is creating human-centered products that don't focus solely on financialization. They also touch on the role of social media and the need for restraint in hyper-financialization. They discuss the future of wearable tech and the vision for Chipped as a gossip protocol that aligns with the direction of technology. Chapters 00:00 Introduction and Overview of Chipped 11:21 The Importance of Mass Adoption and Long-Term Thinking 25:39 The Power of Authenticity and Fun in Marketing Crypto 30:40 Culture and Storytelling in the Crypto Space 32:37 Embracing Silliness and Being True to Yourself 33:34 Spotting Short-Term Opportunistic Projects 34:58 The Role of Social Media and Restraint in Hyper-Financialization 36:23 The Future of Wearable Tech: Moving Away from Screens 37:22 Chipped: A Gossip Protocol for the Internet of Everything 50:19 Be Kind to Yourself and Pursue What You Care About Keywords crypto, mass adoption, long-term thinking, accessibility, human-centered products, marketing, authenticity, culture, storytelling, crypto, long-term thinking, short-term opportunistic projects, social media, hyper-financialization, wearable tech, gossip protocol ~~~~ Subscribe to the Flywheel mailing list: https://flywheeldefi.com ~~~~ Have ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto. https://app.frax.finance/frxeth/mint ~~~~ Calling all threadoors, researchers, and dashboard creators 📢 Earn rewards for your original Frax content. Learn more: https://flywheeldefi.com/p/announcing-the-frax-educational-incentives ~~~~ Follow Flywheel Twitter: https://twitter.com/FlywheelDeFi Telegram: https://t.me/FlywheelDeFi YouTube: @flywheeldefi Spotify: https://open.spotify.com/show/34xXNO2... Apple Podcasts: https://podcasts.apple.com/us/podcast... ~~~~ Connect DeFi Dave: https://twitter.com/defidave22 Kiet: https://twitter.com/0xkapital_k Sam: https://twitter.com/traders_insight ~~~~ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

#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!

Can Omni Network Solve for Ethereum’s Fragmented L2 Liquidity?

Austin King is the CEO of Omni Labs. In this episode, we discuss how Omni Network can solve for Ethereum's fragmented L2 liquidity. Austin shares his vision for how this EVM blockchain, secured by Ethereum, aims to power one united user experience for all DeFi and Web3 apps built across rollups. ------ 🔗 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 🟣 MAVERICK PROTOCOL | DEFI INFRA MADE TO CUSTOMIZE, AUTOMATE & INCENTIIZE LIQUIDITY https://app.mav.xyz/theEdgePodcast ------ Timestamps 0:00 - Intro 5:12 - Austin's background 8:48 - What is Omni Network? 9:26 - What is Omni solving for? 11:39 - Blockchain design of Omni 12:46 - Getting to sub-second finality 15:34 - Omni vs major interoperability solutions 18:36 - Inspiration from prior builders 20:35 - Maverick mid-roll 21:44 - Secured by Ethereum thanks to EigenLayer 23:02 - ether.fi commits $600M of staked ETH 24:12 - Risks of restaking 28:28 - The Open Liquidity Network 32:06 - Could Omni deprecate bridging protocols? 33:34 - Ethereum security, with a Solana-like UX 36:03 - Expand beyond Ethereum? 37:25 - Closing ------ 🔗 Guest Links 🔗 ► Omni Website: https://omni.network/ ► Omni Whitepaper: https://docs.omni.network/whitepaper.pdf ► Omni on Twitter: https://twitter.com/omniFDN ► Austin on Twitter: https://twitter.com/0xASK ------ 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.

How BlackRock’s New Fund on Ethereum Got a Very Crypto Welcome

On Wednesday, BlackRock, the world's leading asset management firm, announced the launch of a tokenized investment fund, the BlackRock USD Institutional Digital Liquidity (BUIDL) Fund, developed in collaboration with Securitize. Carlos Domingo, founder and CEO of Securitize, discusses the launch of the fund, which is native to the public Ethereum blockchain and aims to bring an institutional-grade cash management product to crypto institutions, offering faster token issuance, redemption, and transferability. Learn more: What Is Real-World Asset (RWA) Tokenization? A Beginner's Guide He also talks about how Blackrock has embraced crypto, how the launch of the fund was “front run” by crypto Twitter, and how Blackrock will deal with issues such as the fund being dusted with ETH tainted by sanctioned Tornado Cash ETH.

Crypto Market Outlook with CMS & Split Capital

Imran and Qiao sat down with Daniel Matuszewski (CMS) and Zaheer Ebtikar (Split Capital) to discuss the current crypto market. No BS crypto insight for founders. Timestamps 00:00 Intro 00:51 Welcome to Good Game 03:33 Daniel and Zaheer's Macro View 06:24 Daniel and Zaheer's Primary Focus 08:14 Interesting Leading Indicators 10:53 Zaheer's Eth ETF Approval Estimate 14:51 The TradFi World Doesn't Care About ETH? 17:05 Thoughts on Jim Bianco's Theory 19:42 What Daniel and Zaheer are Trading Right Now 23:55 Render (RNDR) vs. Bittensor (TAO) 28:27 What Daniel and Zaheer are Bullish on Recently 32:46 Is There Organic Activity Happening on Avalanche? 34:07 Thoughts on Ethena 38:56 Where are We in The Cycle? 40:13 The Biggest Bullsh*t Daniel and Zaheer Have Seen in The Industry That They Want to Call Out 42:46 Crypto Startup Stories: Thunder Terminal 45:58 Advice For The Average Retail or Crypto Founders Who Has a Full-Time Job 48:12 How Daniel and Zaheer See The Venture Market Today 53:09 Trading Ordinals? 53:21 Any Favorite Projects? 54:40 Final Thoughts/Comments Daniel Matuszewski Twitter/X: https://x.com/cmsholdings Zaheer Ebtikar Twitter/X: https://twitter.com/SplitCapital

Modular March Episode 7: Chain Abstraction for The Modular Future with Near

In a world of 1000s of rollups and chains, the problem to tackle is unification of these otherwise isolated execution environments. In today’s Modular March presentation, we sit down with NEAR founder Illia to take a look at their data availability layer, account aggregation, and chain abstraction toolkit. We ask Illia about the potential of NEAR DA, how sharding really works for the L1, and his plans to grow adoption for the DA solution compared to others on the market. However, what was particularly interesting to us was this idea of account aggregation whereby enabling a single wallet to participate across multiple crypto experience, NEAR is building a better end user experience. Illia went on to illustrate his larger vision for chain abstraction of the modular future and how he sees this playing out in the near future. NEAR will continue to play an important role in connecting the modular expansion at the user facing level, in today’s presentation you’ll learn how they plan to do this.