In this episode, Urbit founder Curtis Yarvin presents a case for reimagining the internet from the ground up. Yarvin dissects the evolution of the internet from its decentralized origins to today's centralized "social databases," explaining how this shift has degraded online communities and compromised digital sovereignty. He introduces Urbit as a …

In this episode, the Jason and Santi dive deep into their experiences at Token2049 in Singapore. They discuss the staggering scale of Asian crypto exchanges, the emergence of yield-generating stablecoins, and the stark contrast in user adoption between Asia and the West. The conversation also touches on founder fatigue in the crypto space, Singapor…

In this episode, Mike and Myles discuss Solana’s new mobile phone, Seeker, and the impact it might have on crypto adoption. Additionally, they dove into the L2 landscape today, and asked themselves - when do gas costs stop being a differentiator? What are the most important aspects to consider when building an L2? Finally, they closed the episode w…

In this episode, we dive deep into the future of Ethereum's infrastructure with Drew from CommitBoost. We unpack how CommitBoost aims to change Ethereum's block building process, potentially solving long-standing issues of censorship resistance and transaction efficiency. We unpack the concepts of inclusion lists and pre-confirmations, and how they…

1000x livestreams are your chance to get Avi and Jonah to answer your crypto market questions in real time! This episode we discuss how to trade crypto's current market regime, Fed rate cuts, the BTC to alt rotation, is ETH the XRP of this cycle & much more. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 10…

In this episode, we explore the critical intersection of AI and crypto with Casey Caruso and Mohamed Baioumy. They delve into why decentralization could be the key to democratizing AI, unpack edge computing, local AI models, and the potential for crypto and AI. We also tackle the challenges of privacy, the importance of solving real-world problems,…

In this episode, the Delphi team dives deep into the real impact of AI on the global economy and job market. They explore the potential for AI to create a deflationary environment and discuss how this might affect various industries. The conversation then shifts to the intersection of AI and crypto, examining potential investment opportunities and …

In this episode, Allen, of Everest Ventures Group (EVG), dives deep into the crypto landscape in Asia. He discusses the cultural nuances of doing business in Asia, the power dynamics between exchanges, developers, and "crypto gangs," and the unique characteristics of various Asian markets. Allen shares insights on enterprise adoption, the impact of…

In this episode, we’re joined by Frankie from Paradigm, and Eugene from Ellipsis Labs! We discussed the launch of the Atlas L2 private testnet, why Atlas is utilizing the SVM to build an Ethereum L2, and design decisions made along the way. Additionally, we dove into Atlas’ approach to handling MEV. Finally, we covered what the Atlas application se…

In this episode, we chat with Omer Goldberg, founder of Chaos Labs, a company that builds economic security and risk management tooling for protocols. Omer has been in the trenches contributing to various DeFi protocols for the past few years, and shares some stories about that journey. We also chat about how Chaos has grown since inception, and wh…

In this episode, we dive deep into decentralized internet with Neil Chatterjee, the founder of DAWN. Neil explains the current state of internet infrastructure, the hidden costs behind ISP pricing, and how Dawn aims to disrupt this model using crypto. We explore the concept of Decentralized Autonomous Wireless Networks (DAWNs), discussing its poten…

In this episode, we dive deep into the current state of the crypto, unpacking the phenomenon of "quiet quitting" and the shifting landscape of adoption. We examine the regulatory challenges facing OpenSea and Binance, and shed light on the often-overlooked dominance of Asian crypto markets. The conversation then turns to the concept of "time billio…

In this episode, Mike and Myles opened with discussion on crypto’s meme culture, and Near’s recent marketing stunt. They then moved on to one of our industries hottest topics: the L1 value accrual debate. Is a rollup centric roadmap good, or bad, for Ethereum? How should we think about value capture? Additionally, they wondered, how valuable is int…

1000x livestreams are your chance to get Avi and Jonah to answer your crypto market questions in real time. -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Join the 1000x Telegram: https://t.me/+fz-2f0cwC6o0MWNh -- Get top market insights and the latest in crypto news…

In this episode, we dive deep into MegaETH. Namik and Shuyao discuss their unique approach of centralized sequencing and decentralized validation, their commitment to Ethereum, and their vision for enabling truly innovative Web3 applications. They explain the technical aspects of their solution, including extreme node specialization and hardware re…

In this episode, Qiao and Imran from AllianceDAO joined us to discuss infrastructure exhaustion in crypto, the Fat App Thesis, and the cultural differences between blockchains. Additionally, we asked ourselves, is there a long term bull case for L1s? Where are the consumer app builders? Finally, we unpacked how TikTok has intersected with crypto, a…

In this episode, we are joined back Jack O'Holleran to unpack the potential of gas-free blockchains and why these are necessary for mass adoption. We also explore the double-edged sword of "narrative market fit" in crypto, discussing how hype can both help and hinder true innovation. The conversation then shifts to the importance of building for cr…

In this episode, we discuss the arrest of Telegram founder Pavel Durov and its potential impact on the TON blockchain. We then explore the SEC's lawsuit against OpenSea and its implications for NFTs as securities. The conversation shifts to the broader regulatory landscape for crypto in the US and globally. Finally, we touch on the current state of…

In this episode of Hivemind we dive into the arrest of Telegram founder Pavel Durov and its implications for digital freedom. The team explores Maker's rebranding to Skynet and what this means for DeFi. We also debate whether increasing censorship could actually be bullish for crypto, examining the push towards decentralized platforms. The conversa…

In this episode, Jeremy Allaire, CEO of Circle, discusses the future of money. He explains how stablecoins are transforming global finance by increasing the velocity of money transfers and reducing friction in transactions. Allaire shares insights on the regulatory landscape for cryptocurrencies, Circle's journey to become a publicly traded company…

In this episode, we chat with Kubi, co-founder of Gattaca, most well known for its Ethereum block builder Titan. We discuss Gattaca’s journey as a trading firm and how that led them to infrastructure development across the Ethereum MEV supply chain. We then explore their strategic approach to launching Titan Builder in an already competitive builde…

1000x livestreams are your chance to get Avi and Jonah to answer your crypto market questions in real time. We deep dive into what's next for crypto, Telegram/TON, is ETH this cycles XRP, how to improve trade execution & more before ending the episode with a live Q&A segment. Enjoy! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https:/…

In this episode, Raoul Pal and Dan Tapiero explain how global liquidity cycles could propel crypto to a staggering $100 trillion market. They break down the "Everything Code" concept, explaining how broader economic trends are setting the stage for crypto's explosive growth. Pal and Tapiero unpack China's economic challenges, debate AI's impact on …

In this episode, the Roundup Crew discusses the current sentiment among market participants, and how seasonality impacts the markets. Additionally, they covered the Fed’s upcoming Jackson Hole symposium, rate cuts and job number revisions, and Kamala Harris’ potential capital gains tax policies. Finally, they took a look at Tron’s recent success an…

In this episode, Jason is joined by the founders of Delphi Digital to talk about their journey from a small research firm to an investing, research, and consulting juggernaut. They unpack their unique "umbrella thinking" approach to decision-making, the challenges of managing a rapidly growing organization and portfolio, and their insights into the…

In this episode, Mike and Jason are joined by Sreeram Kannan, the Founder of EigenLayer to discuss the recent Eigen Labs airdrop controversy, why Eigen Labs was not upfront about this list, and what changes they are making internally. Additionally, they dive into EigenLayer’s close relationship with the Ethereum Foundation, avoiding conflicts of in…

In this episode, we try to figure out how to use Twitch. We discuss Pump.fun, can crypto bounce & catch up to equities, finding crypto's next big trade, BTC miners, the AI narrative & more. Enjoy! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Get top market insights…

In this episode, Alex Thorn from Galaxy Research, and Nic Carter from Castle Island Ventures joined us to discuss Operation Choke Point 2.0! We covered who’s involved in Operation Choke Point 2.0, Bharat Ramamurti’s influence on crypto policy in the United States, and how policy will vary between a Harris presidency and a Trump presidency. Addition…

In this episode, we dive deep into the world of Layer 1 ecosystems with the founders of Monad and Berachain. The conversation explores the intricacies of community building, brand development, and the challenges of attracting developers. Keone and Smokey share their strategies for ecosystem growth, discuss the importance of interoperability, and of…

In this episode of The Hivemind, the team dives deep into the current state of crypto markets, discussing the market chop. They explore the evolving landscape of Ethereum's L2 ecosystem, comparing it to Solana's approach and debating the future of DeFi. The conversation shifts to the political implications for crypto, analyzing recent advisor selec…

In today's episode, Santi and Jason dive deep into the recent WBTC drama involving BitGo and Justin Sun, exploring its implications for the crypto industry. We discuss the potential impact of Kamala Harris's advisors on crypto regulation and debate the manipulation of prediction markets in politics. We also discuss whether crypto regulatory crackdo…

In this episode, we’re joined by Jim Parillo from Figment Capital! This week we discuss the success of prediction markets, conflicts of interest in crypto today, and the importance of self policing our industry. Additionally, we question how transparent crypto really is compared to traditional finance. Finally, we dive into the way advisory roles h…

In this episode, Marc Zeller, the founder of Aave-Chan Initiative, joined us to discuss Aave and the state of DeFi today! We dive into Aave’s Umbrella safety module, competition between DeFi protocols, and concerns around WBTC. Additionally, Marc gives his thoughts on revenue distribution models in DeFi, the Minimum Viable Issuance debate, and whet…

In this episode, Anil from Rome Protocol unpacks using Solana's infrastructure for Ethereum L2 sequencing. The discussion covers the challenges of centralized sequencers, the importance of MEV in the L2 ecosystem, and the potential for crosschain atomic transactions. The conversation delves into how combining elements from different blockchains mig…

In today's episode, Santi, Jason, and special guest Pranav debate if we are we truly in a new crypto cycle. They analyze the uneven market recovery, with Solana and meme coins outperforming while other assets struggle. The conversation explores potential hidden leverage, the impact of the upcoming U.S. presidential election, and strategies for navi…

In this episode, Mike explores the most relevant topics in crypto today. He dives into Kamala Harris’ cabinet, Ripple’s settlement with the SEC, and Ethereum ETF flows to date. Additionally, he speculates on who might be the next SEC Chair after Gary Gensler. Finally, he closes with coverage of the internal debate happening within the Ethereum comm…

In this episode, David Kalk of Reflexive Capital and Jeff Park of Bitwise explore the critical role of psychology in crypto trading. They argue that mastering one's emotions and biases is the key to outperforming in the highly volatile and reflexive crypto markets. They unpack the limitations of traditional venture approaches, the potential for liq…

In this episode, we discuss the sudden market unwind that sent crypto cascading over the weekend. We deep dive into the short vs long term setup for crypto as markets try to rebound. Stay safe out there & enjoy! -- Follow Avi: https://twitter.com/AviFelman Follow Jonah: https://twitter.com/jvb_xyz Follow 1000x: https://twitter.com/1000xPod Get top …

In this episode, we recap all of the themes and topics from Season 8: Restaking’s Renaissance. We compare the sentiment around restaking between the start of the season to now, discuss the various use cases around restaking, and give our thoughts on pre confirmations. Additionally, we take a look at StakeSure, and the restaking customer base. Final…

In this episode, the Roundup crew and Myles O’Neil are diving into the hot topics from a volatile week in the markets. They discuss the recent Compound Finance governance attack, the first week of Ethereum ETF trading, and how teams should handle token unlocks. Additionally, they ask if crypto is now a bipartisan issue, and what governance tokens s…

Matt Hogan of Bitwise breaks down why crypto ETFs could be the catalyst for new all-time highs in 2024. He dissects institutional adoption trends, the potential impact of the U.S. election on crypto regulations, and strategies for positioning a portfolio this cycle. Discover why Bitcoin might hit $100K by the end of 2024, Ethereum could reach new h…

In this episode, Avi and Jonah dive deep into the current state of the crypto market, analyzing the impact of political events like Trump's potential re-election, a potential Kamala victory, and regulatory shifts. They discuss trading strategies, the future of Ethereum and DeFi, and the potential end of four-year market cycles. The conversation als…

In this episode, Lucas Bruder from Jito discusses their newly launched restaking platform for Solana. The conversation covers the history of Jito's products, the design choices behind their restaking solution, and how it differs from Ethereum-based platforms like Eigen Layer. Lucas explains the flexibility of Jito's approach, allowing for various a…

In this episode, we dive deep into the world of air rights and blockchain with Jonathan Dockrell, co-founder and CEO of SkyTrade. Jonathan explains the concept of air rights, their current market status, and why blockchain technology is the perfect solution for this untapped trillion-dollar industry. We explore the potential applications of tokeniz…

In this episode, the Roundup crew discusses Ethereum ETF flows, the Jito restaking announcement and its impact on the Solana Ecosystem, and the recent AAVEnomics update proposal. Additionally, they speculate on when the Fed will finally cut rates, and what Trump might say during his Bitcoin Conference speech. Finally, they dive into what crypto pol…

In today's episode Jason and Santi dive into the performance of Ethereum ETFs, analyzing their impact and implications for crypto. They discuss Solana's milestone in surpassing Ethereum in DEX volume and explore the potential influence of crypto voters in the 2024 U.S. election. The conversation covers Senator Lummis' plan to make Bitcoin a reserve…

In this episode, Ray Hindi of L1D and Tushar Jain of MultiCoin Capital share their thoughts on the evolving landscape of crypto fund management. They discuss the shift from venture to liquid investments, the challenges of timing market cycles, and the importance of maintaining a clear investment edge. The conversation delves into the changing dynam…

In this episode, Sunny, the Co-founder of Osmosis, and Toghrul from Scroll joined us to present the bear case for shared security. We discussed issues with Proof of Stake, the relationship between slashing and enshrining an LST, and the market size for restaking. Finally, we provide our thoughts on the intersubjective work token, and staking’s pote…

In this special episode of Bell Curve, Stephane Gosselin and Hart Lambur joined us live at EthCC to discuss OneBalance and the CAKE Framework! Additionally, we dive into the economics of the solver layer, what effects an HFT dynamic arising in crypto would have, and UX in a OneBalance world. Finally, we speculate on how OneBalance will impact L2 bu…

In this episode, the Roundup crew covers a wild week in crypto and politics. They discuss the assassination attempt on Donald Trump, and how economic policy might look with JD Vance as the Vice President. Additionally, they speculate on whether or not Biden will drop out of the presidential race, and talk about the Fed’s approach to monetary policy…