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Fundamentals

Token Terminal

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Fundamentals of the internet-native economy. The world's most valuable companies are born during major platform shifts. We demystify crypto to help you filter the noise.
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This week, in TAO Talk episode 10, 563 and Brody are joined by guests from WOMBO (Ben and Sami) to discuss the latest developments in the BitTensor ecosystem and beyond. In this episode, you’ll learn: - Bittensor adding 12 new subnet slots - Wombo’s unique perspective on Crypto-AI - Wombo’s AI-powered subnet analyzer - Their new project called “Pyr…
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Grant hosts Sam Williams, Founder of Arweave as they explore innovations in blockchain scalability, decentralized storage, and the evolution of Web3 applications. In this episode, you'll learn: Arweave’s Information Storage Network AO's Approach to Blockchain Limitations AO's Hyperparallel Model Potential applications of AO in AI, DeFi, and decentr…
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This week, in TAO Talk episode 9, 563 and Brody are joined by Ian and Estate Cat from Nickel5 as they discuss the latest developments in the Bittensor ecosystem, In this episode, you’ll learn: Upcoming DTAO Launch EVM Compatibility on Bittensor Subnet Entrenchment and Weight Copying Bad Actors in the Ecosystem Power of Bittensor Community…
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Grant hosts Michael Kong, the CEO of Sonic Labs as they discuss the rebranding of Fantom to Sonic, the technical changes and improvements, and the vision for the new chain. In this episode, you'll learn: - Fantom's rebranding to Sonic and the impact on the ecosystem - Technical changes and improvements made in the new Sonic chain - Gas monetization…
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Grant hosts Seb co-founder of Sophon, a blockchain-based platform that aims to bring a more user-friendly, consumer-focused, and entertaining experience to the crypto industry. The conversation covers various topics, such as the current state of the crypto industry, the challenges of onboarding new users, and the importance of building a more consu…
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Alex, Gazz, Mike, and Grant are back for the first time in over a year for an episode of Good Morning Degen. Today’s chat centers around Grant’s exclusive interview with Truth Terminal founder Andy Ayrey and what has come since AI launched its first meme coin, the GOAT token. You’ll also hear about: - Our thoughts on the Truth Terminal interview - …
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Grant hosts Andy in an EXCLUSIVE interview as he discusses the experience of building Truth Terminal. The Truth Terminal AI language model has gained popularity and autonomy through its interactions with users on X (formerly known as Twitter) and its association with the meme coin known as GOAT which has ignited a frenzy online in the past two week…
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Grant hosts Emmet on the blocmates podcast as they discuss Seeker, a new device that aims to bridge the gap between Web3 and mobile devices. Seeker is a flagship Android device that features seamless Web3 hardware and software integration, including a built-in wallet and dApp store. Emmett discusses the development of the Seeker, its features, and …
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Founder Series brings on Piers from Radix, a layer-one protocol. He analyzes the relationship between retail, corporate, and government sectors and the role of institutions in driving the growth of DeFi. The conversation focuses on the current challenges and limitations of DeFi, particularly in terms of liquidity and fragmentation, and how Radix is…
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Founder Series brings on Kyle, as they discuss prediction markets, the benefits of using crypto-based prediction markets, and the potential for biases and malicious behavior. Kyle shares his experiences and insights about Hedgehog Markets and discusses the company's upcoming developments, including the deployment of peer-to-peer and peer-to-pool st…
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Welcome back to TAO Talk, the weekly blocmates show recapping all of the news in the Bittensor ecosystem. Produced by blocmates and supported by Onchain Outpost. This week's episode sees 563 and Brody joined by Ken Miyachi, co-founder of BitMind, the world's first decentralized AI deep fake detection system, building on Bittensor. We discuss the re…
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This week, 563 and Brody are joined by Will (fox) and Steffen (crux), co-founders of Macrocosmos. The lads discuss: New dashboard from SN6 Infinite Games - Why is “prediction” such a natural use case for Bittensor subnets? NextPlace AI launches on SN 48 - With so many new subnets popping up, is there a limit to the variety or does Bittensor just sw…
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In this episode, we’re joined by David Han, Institutional Research Analyst at Coinbase, to discuss the latest market trends, onchain developments, and David's journey into the crypto space. Our conversation covers the purpose of Coinbase’s research team, the state of onchain analysis, and more specifically how important access to verifiable onchain…
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In this episode, we’re joined by Steven Goldfeder, Co-Founder and CEO of Offchain Labs, the team behind Arbitrum. We discuss the launch of Arbitrum Stylus, which significantly broadens the blockchain developer ecosystem by enabling the creation of smart contracts in programming languages that compile to WASM, such as Rust, C, C++, and many others. …
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Founder Series brings on BigBeardSamurait, the founder of exSat, as he explains the concept of exSat, a docking layer for Bitcoin that provides a data availability layer and a hybrid consensus mechanism. He highlights the benefits of exSat for miners, validators, custodians, and end users and discusses the tokenomics of the XSAT token and the RAM t…
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Founder Series brings Nick from Unstoppable as he shares the company's journey in creating a decentralized alternative to centralized exchanges. The conversation covers Unstoppable’s dedication to self-custody, decentralization, and user safety, highlighting features like advanced order types, margin trading, and a secure, user-friendly mobile app.…
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In this episode, we're joined by Carlos Domingo, Co-Founder and CEO of Securitize – a financial services platform that specializes in the tokenization of real-world assets. We dive into the world of asset tokenization, starting with Securitize’s journey from its founding to its role today as a leader in the space. We break down our framework for as…
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Founder Series brings on Devin from GammaSwap as they dive into the evolution and innovation in DeFi, particularly around options and volatility trading. Devin shares GammaSwap's origins, the challenges faced by traditional AMMs, and how GammaSwap addresses these by enabling decentralized long volatility. They also discuss the differences between p…
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Founder Series brings on Josh, the founder of Irys, to explore the concept of programmable data and its role in blockchain. The discussion covers the importance of on-chain data storage and also discusses potential use cases, particularly in data-driven applications like AI, and emphasizes the need to find a market fit. Community building is highli…
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Founder Series brings on Sehaj, the CEO of Avantis as they discuss its innovative approach to tackling challenges in decentralized finance (DeFi). The discussion covers Avantis' unique features, like its focus on balancing the needs of liquidity providers (LPs) and traders through loss protection and other incentives. The episode also touches on th…
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Founder Series brings on Saj from BadgerDAO to share his journey from electrical engineering to becoming a prominent figure in DeFi. He discusses the early days of BadgerDAO, which sought to connect Bitcoin and Ethereum through inventive DeFi solutions. Saj introduces EBTC, a new protocol designed to offer a more capital-efficient and trustless sol…
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In this episode, we’re joined by Jamie Coutts, Chief Crypto Analyst at Real Vision – a financial knowledge and education platform founded in 2014. They share honest financial insights from the smartest industry experts, along with time-efficient market tools, an AI concierge, charting, note-taking, and access to a powerful community of like-minded …
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Founder Series is back and this time we’ve got Jordi Alexandr from Mantle catching us up on Mantle, Puff, Marketing, and Poker! The conversation touches on the challenges of inflationary rewards, the significance of community and network effects, and Mantle’s strategic use of its treasury to support new assets and projects. The speakers explore ide…
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In this episode, we're joined by Sandeep Nailwal and Marc Boiron from Polygon. We discuss the notion of prediction markets and their increasing relevance in the crypto space, driven by the success of Polymarket. We then focus on both the technological and economic aspects of the evolving blockchain landscape, highlighting AggLayer, Polygon’s soluti…
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In this episode, we’re joined by Cosmo Jiang, Portfolio Manager at Pantera Capital to discuss the details behind Pantera’s largest investment ever, into The Open Network – or TON – the Layer 1 network originally designed by Telegram. We speak about Pantera's long-term approach to fundamentals-based investing, and walk through their typical deal sou…
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In this episode of the Fundamentals Podcast, we’re joined by Zach Pandl, the Head of Research at Grayscale. Zach talks about his career transition from Wall Street to the crypto industry, the compelling reasons behind his move, and his role at Grayscale. Zach outlines the potential of digital assets, driven by large addressable markets, network tec…
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In this episode, we're joined by Unique Divine – Co-Founder and CEO of Nibiru Chain – to dive into the general-purpose L1 blockchain featuring superior throughput potentially exceeding 40k TPS. The discussion covers its core value propositions, including the use of WASM smart contracts, the upcoming high-performance EVM execution layer, and optimiz…
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In this episode, we’re joined by Christopher Jensen, Director of Digital Asset Research at Franklin Templeton. We speak about Franklin Templeton's fundamentals-driven approach to digital asset investments research, and internal analysis to understand protocols, tokens, and value accrual. Our conversation also touches on client demand, institutional…
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In this episode of the blocmates podcast, Jedi is joined by Jaindr as they explore the intricate world of Zentry (formerly Guild Fi), They take an insightful look into its technical details and the innovative products their team has developed. They highlight the importance of user engagement by bridging Web2 and Web3 through a play economy. They al…
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In this episode, we’re joined by Jesse Pollak, the Creator of Base. Our conversation dives into the details behind moving Coinbase onchain, building Base as a ‘company within a company’, and combining the strengths of Coinbase and Optimism to create a global onchain economy. We speak about Base’s lean and engineering-driven team structure, the purp…
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In this episode of the blocmates podcast, we look at a project set to shake up the ticketing world with blockchain tech. Jedi has a chat with Colby and Oliver from Open Ticket Exchange Network. They take us through the genesis of their venture, the hurdles they've encountered in the industry, and the ingenious solutions they've cooked up along the …
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In this segment of Beramates, you're in for a treat! Grant has an insightful chat withLordPemby about the Yeet project within the cryptocurrency community. They chat about everything from game mechanics to liquidity strategies, NFT integration, and how they're keeping the community engaged. Plus, you'll get the inside scoop on where the project is …
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Our recent conversation with Matthew Sigel, Head of Digital Assets Research at VanEck, covers the state of Bitcoin ETFs, the growth of the broader Bitcoin ecosystem, understanding value accrual, differences in VanEck’s valuation models for Ethereum and Solana, the pros and cons of onchain data, key line items in blockchain P&Ls, and more. VanEck is…
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In this episode of the blocmates podcast, Jedi has an insightful chat with the founder of Fareplay, Eren. They discuss the intricacies of building a decentralised dynamic entity and the basic structure of a decentralised casino. Eren shares what makes Fareplay unique in its approach to decentralising the house. They discuss the importance of creati…
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In this episode of the blocmates podcast, Jedi is joined by the Co-founder of DeFi Saver, Nenad Palinkasevic. Nenade provides insights on the importance of thinking long-term and keeping a keen eye on security and user-friendliness. They dive into concepts like account abstraction, smart wallets, and multi-signature wallets, all aimed at streamlini…
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In this episode of the blocmates podcast, Jedi is joined by the Founder of Mask Network, Suji Yan. They dive deep into Suji Yan's journey and the groundbreaking decentralized platform set to transform social networking and journalism. Yan shares captivating insights into Mask Network's core mission and the hurdles encountered in attracting users wi…
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In this episode, we dive into market-making with a real yield product. Jedi has a chat with Philip Forte, the Founder of Elixir Network, where they go deep into market-making strategies, order books, and what sets Elixir apart in the market landscape. They also unpack Elixir’s unique customer reward program, The Apothecary, and all the perks it bri…
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In this episode of Founder Series, Jedi teams up with Kasian, CEO of Vector Space Biosciences for an enlightening conversation. They take a deep dive into what makes Vector Space Biosciences stand out as a Decentralized Science company, and how they're harnessing the power of AI. They cover it all from practical uses of language modeling to its imp…
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In today’s episode Grant sits down with io.net’s COO Tory Green. The two kick things off by breaking down the GPU gold rush & centralized cloud challenges, io.net's value-prop, as well as the Web3 efficiencies of cloud-compute. Tory then outlines io.net’s rates, drops a date on wen $I0 token, and the two discuss the future of the Solana ecosystem. …
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Bridged assets are out, and Cloned assets are in. In this episode of the Blocmates podcast, Jedi catches up with the dynamic duo behind Clone protocol: Mark and Ku. Together, they dive deep into what sets Clone apart and how it's adding value to the Solana ecosystem, especially with its USDC-backed liquidity. Plus, they look at the fascinating infl…
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In this episode of Beramates, Grant dives into a one-on-one chat with Kevin from Ooga Booga. They delve deep into Ooga Booga's impact on the Berachain Ecosystem as a native liquidity aggregator. They explore everything from Ooga Booga’s distinctive features to the competitive landscape within the dex aggregator realm. Plus, they dissect the dynamic…
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In this episode of the Fundamentals podcast, we’re joined by Ryan Rasmussen, Senior Crypto Research Analyst at Bitwise – The world's largest crypto index fund manager. Make sure to leave a comment if you have any questions 🙌12 Real-World Stories of How Millions of People Are Using Crypto Services Today: https://bitwiseinvestments.com/crypto-market-…
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Tune in as Bloomberg and onchain data provider Token Terminal explore the relatively uncharted territory of onchain data. The team will talk about the sources and interpretation of this emerging form of financial data, it's unique characteristics, and how it fits into investor analysis.Participants can expect to depart the 30-minute webinar with a …
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Today Jedi is joined by Peprika Inferno, Founder of PepperDEX. PepperDEX is a community-driven perpetuals and expiring futures DEX platform, offering Trading Vaults, Zero-Day Futures and utilizing the SPANDEX Risk Engine, and a Dexterity Order Book. Jedi and Peprika sit down to discuss Trading Vaults, PepperDEX’s user-acquisition strategy, the matu…
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Today Jedi is joined by Smilee Finance Co-Founder Albiwara to discuss all things derivatives — this is THE on-chain derivatives trading episode you’ve been waiting for. The two discuss; Resolving DeFi’s biggest crux: Impermanent Loss & the Impermanent Gain infrastructure, Smilee's value-prop, Lending/Borrowing roadmap, LP incentives, Smilee’s Produ…
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Grant is joined by Sling Money Co-Founder Simon Amor to discuss the power of blockchain banking and why now is the time to bring banking into the 21st century. Simon shares his early days at FinTech behemoth, Monzo, Sling’s origin story, Sling’s blockchain rails, the next iteration of FinTech UI/UX, Sling’s roadmap, and much more! For those interes…
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Grant was joined by MXM and BowTiedBart from Beradrome on the second episode of the Beramates series. Beradrome is a restaking and liquidity marketplace on Berachain. These guys initially started out as a velodrome fork, but once they saw the DEX space was becoming increasingly crowded they decided to pivot to a unique take on restaking using the B…
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Grant was joined by the EthereansOS team to discuss their full suite of no-code products on top of Ethereum. The Ethereans guys came up during the explosion of ERC404s as they had in fact, built a similar product in early 2019. In this episode, you will learn about the pros and cons of ERC404 vs "Items" which is the token standard in question. --- …
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Vladimir from Algebra Protocol joins the podcast to discuss the liquidity DEX engine you've never heard of but probably used daily as it powers a number of popular DEXes. We discuss the comparison against UniSwap, why it's a threat, and how Algebra Plug-Ins differ and compete against UniSwap V4 Hooks.We also dig deep into Integral. --- Send in a vo…
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