Revolutionizing Social Media: Avara Founder Stani Kulechov on Aave and the Lens Protocol
In this episode of Overnight Success, Chris sits down with Stani Kulechov, the visionary founder of Aave, as they delve into Stani's captivating journey from an early interest in technology and gaming to pioneering decentralized finance (DeFi) with Aave. Stani shares insights into the evolution of blockchain technology, his fascination with Ethereum's programmable money capabilities, and the inception of Aave as a groundbreaking lending and borrowing platform. The conversation unfolds into a fascinating exploration of the Lens Protocol, Stani's latest venture, redefining social media on Web3 by introducing decentralized on-chain profiles and dynamic NFTs. As they discuss the potential shift of major platforms like Twitter into the Web3 space, Stani reflects on the importance of community-driven verification and the role of Lens in providing censorship-resistant relationships. The episode concludes with Stani's optimistic outlook on the future of decentralized finance and the transformative impact of blockchain technology on both finance and social media.
S9 E1 | The Future of Digital Art, Galleries, and Community Building for Artists w/P1A
To kick off Season 9, we are speaking with P1A, a contemporary artist, educator, and founder based in Istanbul, about all things web3 and art. We reflect on the NFT craze of 2021, and P1A shares why even though the hype has died down, NFTs are in fact not dead and on the contrary, art NFTs have a long way to grow and develop.
How Lens Network is leveraging ZKsync's tech to achieve mainstream scale
Stani Kulechov is the founder and CEO of Avara — the software development company behind some of web3's biggest projects, including Aave and Lens. In this episode, Kulechov gives an overview of the modular architecture underpinning the recently announced Lens Network and explains how a modular design is essential to helping Web3 social applications scale. OUTLINE 00:00 Introduction 02:00 Onchain Media 03:40 Lens Scaling Research 07:17 Security Considerations 09:42 Lens Network Architecture 12:58 Tech Stack Considerations 18:42 Web3 Social App Developers 20:36 Lens Network Migration 22:52 Developments in Web3 Social 26:36 Web2 vs. Web3 29:15 Closing Thoughts
Ep.33: Smoovie Williams from Sanko.tv, Building on L3s, Layer3 Raise, Rug.fun v2, Onchain Social
A weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer internet experiences. Join us live and online on Fridays @ 1PM EST live.seedclub.xyz 00:44 Jess is back and we have smoovie from sanko.tv joining us today 02:53 We launched the Highly Regarded quiz this week, don’t forget to take it and mint your results for a little surprise during Demo Day 6/20 04:22 Welcome Mr. Smoovie Williams to the show to give us an intro and talk about what he’s been working on over at sanko.tv 15:45 Shifting the discussion to talk about the decision to build an L3 and where the value of any given network comes from 20:24 On Web3 games growing organically from the bottom up, how you can’t fake the funk, and launching a token 27:19 Closing words with Smoovie, thanks for joining, and what you can look forward to over on Sanko in the coming weeks and months 34:07 Another edition of WTFIPDOC where we talk about Lasogette bridging to BTC and Peace’s experience moving his tokens over 39:23 Our next topic, Layer3, how they’ve evolved and their announcement that they raised a $15 million series A this week 45:42 A discussion around the democratization of media leading to the rise of the content creator and now software creators are on the rise 49:08 Jumping to Zapper and their announcement this week that they’re launching a new protocol 56:35 A quick discussion on rug.fun announcing they’re launching v2 of their platform this week 53:56 Far Terminal now making it possible to one-click launch tokens if you’re the host or creator of a Farcaster channel 55:47 Quick lightning round where we cover Jacob from Zora’s post with a graphic showing how onchain social is better, Milady Cult and more 58:40 Thanks for joining us, don’t forget to RSVP for Demo Day June 20th, and we’ll see you back here next Friday at 11am PST / 1pm EST Hosts: Josh Cornelius & Jess Sloss Web VJ: Peacenode Production: Cheryl Douglass None of this is financial or tax advice.
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.
Erik Voorhees' New Venture: Why AI Desperately Needs Privacy and Uncensorability
Erik Voorhees, a crypto OG, has launched Venice, a private, uncensorable, open-source competitor to OpenAI’s ChatGPT or Anthropic’s Claude, powered by a decentralized crypto network. In the episode, Erik and Venice’s COO Teana Baker-Taylor delve into the problems with censorship and data in current AI agents, including how they create honeypots of information about users’ search history for hackers, or that they can be absurdly politically correct, such as refusing to create images of Caucasian people. As they point out, there’s also the risk that the companies managing them could be censoring the models to please the Chinese government, in order to access the market in that country. They talk about their plan for Venice to gain market share, considering that DuckDuckGo, a privacy-preserving competitor to Google, has a much smaller market share. And they explain why they intend for Venice to eventually use the compute of Morpheus, or other decentralized crypto-powered compute networks. They also critique the SEC’s current regulatory approach to crypto, calling it “a joke.” Additionally, they explore the concept of AI agents using cryptocurrencies as their primary currency.
#172 - JESSE POLLAK
Jesse is the creator of Base, an Ethereum Layer 2 incubated by Coinbase, where Jesse has worked since 2017. Less than one year since its mainnet launch in August 2023, Base has quickly become the leading L2 by many metrics as of the time of this episode's release. Prior to Base, Jesse led all of Coinbase’s consumer-facing engineering from 2017 to 2021. Jesse originally joined Coinbase through the acquisition of Clef, a passwordless identity solutions company he started. Follow Jesse @jessepollak on both X and on Warpcast. 0:00 - Jesse’s story and path to Coinbase 7:02 - How a sabbatical led Jesse to build Base 13:30 - How Coinbase's culture enabled the creation of Base 16:48 - Taking iterative shots with a talented team 21:06 - The importance of persistence 26:27 - How Base's builder-focused culture came to be 29:05 - Navigating when to move fast and breaking things versus when to make decisions carefully and deliberately 34:46 - Why Jesse believes many L2s will be successful 43:19 - Coinbase Smart Wallet & Onchain Summer II 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!
#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!
The Chopping Block: EigenLayer Airdrop Fallout, Shkreli vs. Io.net, and CZ's Sentencing
In this episode, we dive deep into the controversy surrounding the EigenLayer airdrop, discussing the community’s backlash and its broader implications for token distributions in crypto. We also explore the ongoing debate over the efficacy and future of cryptocurrency points programs. The episode also delves into Martin Shkreli’s impactful campaign against Io.Net, highlighting how his public criticisms shed light on project valuations and investor trust. Additionally, we discuss CZ’s recent four-month sentencing, reflecting on the crypto community’s supportive response and considering the Department of Justice's approach to crypto leadership. Tune in to gain expert perspectives on the complex interplay between market movements, regulatory actions, and community reactions in the evolving world of crypto!
Inside the Frame: David Furlong on Frames.js and Farcaster's Latest Developments
On this episode of the Mint Podcast, we explore the world of Frames.js with its founder, David Furlong. David provides an in-depth look at what Frames are and discusses their potential directions and innovative use cases. We also consider the possibility of integrating Frames across various platforms, including Gmail and traditional Web2 products. During the conversation, David expresses his insights on Farcaster, discussing the network's growth and the emerging opportunities for both communities and developers within the ecosystem. We discuss the development of various tools and platforms within Farcaster, such as Channel moderation, Farcon, Drakula, Supercast, and Bountycaster. Additionally, we examine the adoption of $DEGEN as the primary tipping layer of Farcaster, exploring the rationale behind its integration and its implications for users and builders alike. I hope you enjoy our conversation!
FARSIDE.FM EP 1: FARCASTER HUBS & NEYNAR | ft. Manan Patel
We dig into what farcaster hubs are, what do they entail, how they are unique compared to current web2 social app infrastructure, what https://neynar.com/ is building in relation to Farcaster hubs, etc Background : Farcaster is a sufficiently decentralized protocol for building decentralized social apps. Users are able to control their data, and developers can build apps permissionlessly on the network. Farcaster hubs are API-based apps that allow people to create applications that leverage the resources of other apps within the same ecosystem (e.g., you could use an app like Instagram without having to have an Instagram account).
Ep 187 - War and Taxes
Welcome to the Alfalfa Podcast 🌾 Join the Alfalfa crew as they discuss war and taxes.
S8 BONUS | Crypto The Game Season 2 Recap, Reunion, and Confessions
On this special bonus episode of Rehash, we’re recapping Season 2 of Crypto The Game (CTG) with CTG founders and getting some juicy confessions from some of the finalists and players. We start by chatting with Dylan Abruscato, Tyler Cagle, and Bryan Lee from the CTG team about their thoughts on what went well this season and what they might change for future seasons. We get a behind the scenes look into their decision making around some of the changes in gameplay this season and whether they were able to predict the outcomes from the season. We then speak with Eva Beylin, representing CTG Season 2 winner, Player #733, Will Hunter and Nico Valencia, who were finalists in Season 2, and Katy Jeremko, who almost made it to the finals and had a fiery and controversial gameplay with boyfriend, Nico. All four players share their strategy and gameplay and reveal some shocking confessions.
After the Bitcoin Halving, Will the Runes Protocol Live Up to the Hype?
Not only will April 20 (or 19, depending on which part of the world you are) mark the fourth Bitcoin halving, but also the launch of a new primitive on Bitcoin called Runes Protocol. Charlie Spears, co-founder of Blackspace Media, joined Unchained to talk about all things Runes, which is a messaging protocol that allows for the creation of fungible tokens on Bitcoin. It is designed to fix some of the issues with the BRC-20 token standard, such as inefficiency and proliferation of unspent transaction outputs. Charlie believes that the launch of Runes will increase demand for Bitcoin's blockspace and potentially lead to higher transaction fees. He also discusses the potential for Runes to interact with Bitcoin covenants and layer two solutions.
Making onchain data accessible
In Episode 06 of Onchain Alpha our host Humpty Calderon speaks with Andrew of Dune. The conversation explores sustainability and supporting the creator economy, the evolution of tokenomics and meme tokens, analyzing data points, and the use of Dune as a platform for data analysis and integration plus the concept of Dune dashboards as composable pieces of the Web3 stack. Find the companion article to this podcast on our blog: https://cryptosapiens.xyz/unlocking-the-power-of-onchain-data-a-dive-into-andrew-hongs-insights
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.
#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!
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.
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.
#1 What Recalibrating Means To Me
Entry #1: What Recalibrating Means To Me I have done what I “should” do for most of my life. I worked hard to get into a good university for mechanical engineering, finishing second in my class, got into law school, got a job as a lawyer, and passed the exams to become a patent agent in Canada and the US, winning multiple awards for the highest score. Now what? Welcome to the Recalibrating Podcast 🧭 ✨ Join me as I explore the depth of what the world has to offer. Learn to better life in every way possible, reflecting and recalibrating along the way to keep from getting too lost. Thanks for sharing the journey with me ✨ I hope that you enjoy this episode of Recalibrating, thanks for listening! Subscribe for free to receive new episodes and support my work. This podcast episode is the voiceover of my first Recalibrating entry, published June 24, 2023. ABOUT ME My name is Callum, also known as wanderloots. I am an intellectual property lawyer, patent agent, engineer, blockchain specialist, photographer, animator, videographer, and writer. I quit my job to pursue a life of creativity while teaching people along the way. The world is changing more rapidly than ever before. Learning how to deal with change and recalibrate is the best skill I can learn, and hopefully the best skill I can teach you ✨
#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
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.
#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!
Ep 185 - Where Are We In the Cycle?
Join the Alfalfa crew live as they contemplate where we're at in the current cycle.
#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
