Best Tam White Podcasts (2024)

1
Hyperliquid, Crypto AI, Cycle Dynamics, and Optimal Exits | 0xSmac, Tervo & Tolks 1:19:23

1h ago1:19:23

1:19:23

In this episode, we’re joined by Tolks, Tervo, and Smac! We discussed maintaining prediction market momentum, Hyperliquid’s upcoming airdrop, and beta trades in crypto. We also speculated on the diversity of returns going forward, private market activity, and decentralized AI. Finally, Smac gave his views on DePIN, and optimal exit strategies. Than…

1
Better Regulation, Markets Up, and Web3 Gaming | Analyst Round Table 1:09:19

19h ago1:09:19

1:09:19

In this episode, our Blockworks Research analysts discuss the post election crypto boom, the impact improved regulatory frameworks will have on crypto, and what sectors of crypto stand to benefit the most from this new regulatory climate. They also dive into “Ethereum 3.0” and Unichain. Finally, they close out the episode with discussion on the liq…

1
Building Models For Coins, Fixing Arbitrum, and Intents | Brick & Tumilett 1:00:21

7d ago1:00:21

1:00:21

In this episode, we’re joined by Brick from Entropy Advisors, and Tumilett from the Spartan Group! We discussed the importance of fundamentals in crypto, memecoin and DePIN activity on Solana, crosschain intents, and wallet value capture. Finally, we dove into the Aribitrum ecosystem and its place in the L2 landscape. Thanks for tuning in! As alway…

1
Betting On The Election, Altcoins, How Does Polymarket Survive | Analyst Roundtable 1:11:39

8d ago1:11:39

1:11:39

In this episode, we’re joined by the host of Forward Guidance, Felix Jauvin! We discussed recently released election polls and data, and how the markets might react post election. Additionally, we asked ourselves - are alts cooked if Harris wins? Does the election even matter for crypto cycles? Finally, we closed the episode with a conversation on …

1
Does Gwart Hate Ethereum? 1:22:10

14d ago1:22:10

1:22:10

In this episode, Gwart joined us to discuss the crypto and AI crossover, his thoughts on the current direction of Ethereum, and ETH’s monetary premium. We also asked can ETH become the global reserve currency? What happens when the cost of mining Bitcoin exceeds the block rewards? Finally, we closed out the episode by unpacking the implications of …

1
Ai16z Agents, Raydium Is A Cash Machine, We Love and Hate Solana| Analyst Round Table 54:33

15d ago54:33

54:33

In this episode, our Blockworks Research analysts discuss ai16z Agents, whether or not AI agents will need crypto rails, and the impact data oriented crypto protocols will have on the AI space. They also highlighted Solana REV recently hitting new all time highs, and Raydium’s dominance. Thanks for tuning in! As always, remember this podcast is for…

1
Sui’s Plan to Onboard the Next Billion Consumers | Adeniyi Abiodun 56:20

21d ago56:20

56:20

In this episode, the Co-founder and CPO of Mysten Labs, Adeniyi Abiodun, joined us to discuss all things Sui! We covered the thesis for continued Move adoption, Sui’s bet on gaming, and gaining market share in a competitive L1 sector. We also dove into the adoption of ZKlogin, and Walrus! Thanks for tuning in! As always, remember this podcast is fo…

1
Deepbook and Sui Ecosystem, TAM of GameFi, Lack of First Mover Advantage | Analyst Round Table 53:17

22d ago53:17

53:17

In this episode, Boccaccio, Danny, and Ryan from Blockworks Research discuss Deepbook and the Sui Ecosystem, the differing approaches taken by Sui and Aptos, and the total addressable market for GameFi. They also covered the concept of first mover advantage, and whether or not it actually exists in crypto. Thanks for tuning in! As always, remember …

1
Icebergy and Tolks, Good Crypto Apps, Identifying New Trends and Improved Onchain UX | Fig Talk 1:01:54

28d ago1:01:54

1:01:54

In this episode, we’re joined by Tolks and Icebergy! We discussed recent activity in the trenches, the memecoin narrative rebrand, and Progressive Web Apps. Additionally, we covered the recent launch of Unichain, and its impact on DeFi. Our guests also gave their thoughts on the current state of public and private markets, their experience using Ec…

1
Hyped for Hyperliquid, Off The Grid, Settlement Is Bad Business | Analyst Round Table 57:52

29d ago57:52

57:52

Is "Off The Grid" the breakthrough Web3 gaming needs? We dive into its hyped launch and what it means for crypto adoption. We then dissect HyperLiquid's upcoming token and its potential to reshape the perps landscape. But the real bombshell? Our analysis of L2 economics reveals a startling truth about Ethereum's value capture. We question if Avalan…

1
Building the PerpDEX UX Layer | Andotlas & Burt, Kwenta 54:12

1M ago54:12

54:12

In this episode, Andotlas and Burt from Kwenta joined us to discuss Kwenta’s governance mechanics, new venue integration, and improving UX with chain abstraction. Additionally, we covered how Kwenta differentiates itself from competitors, and the impact incentive programs have on liquidity. Finally, we unpacked Kwenta’s points program, lessons lear…

1
Memecoins, the EigenLayer Debacle, and Bootstrapping Sui | Analyst Round Table 1:02:06

1M ago1:02:06

1:02:06

In this episode, our Blockworks Research analysts discuss trading paradigms, the growth of the memecoin sector, and bootstrapping the Sui and Aptos ecosystems Additionally, they dive into the launch of EIGEN and the pain points EigenLayer has run into. Finally, they close out the episode by asking themselves - how long do narrative trades last? Tha…

1
Are Animal Spirits Returning Onchain? | Analyst Round Table 54:19

1M ago54:19

54:19

In this episode, the Blockworks Research team dives into a busy week in the crypto markets. They discussed Solana’s boom in onchain activity, macro shifts in TradFi global markets, and the pros and cons of VC funding vs the ICO model. Additionally, they covered the ongoing Ethereum vs Solana debate, and asked themselves - Is Sui a credible competit…

1
Firedancer: The Next Era of Solana Performance | Analyst Round Table 47:53

2M ago47:53

47:53

In this episode, we discuss memecoin activity on Solana, Token2049 and Solana Breakpoint, and Kamino’s current incumbent status. Additionally, we dive into recent developments in gaming on Solana. Finally, we cover how the release of Firedancer will impact Solana going forward. Thanks for tuning in! As always, remember this podcast is for informati…

1
Decentralizing the Dollar on Ethereum | Michael & Colin 55:19

2M ago55:19

55:19

In this episode, we’re joined by Michael and Colin from Liquity! We discussed Liquity v1 vs Liquity v2, how user’s are behaving, and the role of their stability pool. Additionally, we discussed how they’re thinking about capturing revenue with the v2 model, and the importance of integrations and composability for stablecoins. Finally, we ended the …

1
Creating the Future of the Internet Onchain | Jesse Pollak 1:01:26

2M ago1:01:26

1:01:26

In this episode, Jesse Pollak, Base builder #001, joined us to discuss the creation of Base, maintaining a consistent UX on Base, and Base sequencers vs other L2s! We also dove into the importance of decentralizing Base, how the team is thinking about Parallelized EVMs, and their consumer focussed approach. Finally, we closed out by asking Jesse ho…

1
Can Drift Rival Binance? | Analyst Round Table 1:17:27

2M ago1:17:27

1:17:27

In this episode,we were joined by a special guest: the host of Bell Curve, Michael Ippolito! We discussed the PerpDEX sector, prediction market success after the US election, and the different ways to monetize social networks. Additionally, we asked ourselves, what parts of crypto suck? Finally, we unpacked the L1 trade, and discussed getting silly…

1
How Dinero Is Reshaping Liquid Staking | 0xSami 53:55

2M ago53:55

53:55

In this episode, 0xSami from Dinero joined us to discuss Dinero’s product suite, institutional adoption of LSTs, and Dinero’s withdrawal mechanism. Additionally, we dove into the competitive landscape of decentralized stable coins, and how Dinero is growing their market share. Finally, we covered Dinero’s new ecosystem strategy and the institutiona…

1
Onchain Economies: Empowering Today’s Content Creators | Analyst Round Table 46:52

2M ago46:52

46:52

In this episode, our Blockworks Research Analysts discussed FriendTech’s renouncement of contract ownership, crypto payments and onchain economies, and the recent growth of Sui and Aptos. Additionally, they wondered if crypto can still fulfill its promise to empower content creators. Thanks for tuning in! As always, remember this podcast is for inf…

1
Intents Trading: Why AMMs Are Going Out of Style | Aori 58:46

2M ago58:46

58:46

In this episode, Joshua and Roee from Aori joined us to discuss limit orders as intents, Aori’s based architecture, and onboarding and incentivising solvers. Additionally, they compared limit orders as intents and AMMs. Finally, Joshua laid out the end goal of Aori. Thanks for tuning in! As always, remember this podcast is for informational purpose…

1
The Open Networks Path Forward | Analyst Round Table 1:10:03

2M ago1:10:03

1:10:03

In this episode, our Blockworks Research analysts asked themselves, can TON survive? After Pavel Durov’s arrest, what’s their best path forward? They also discussed MakerDAOs rebrand to Sky and how previous rebrands in crypto have worked out. Additionally, they debated whether or not Ethereum L2s are parasitic. Finally, they speculated on when, if …

1
Dill’s Big Bet on Modular Crypto | Ted 55:06

3M ago55:06

55:06

In this episode, we’re joined by Ted, the Co-founder of Dill! We discussed their various design choices, why they started building Dill in the first place, and how they plan to realize the full vision of Danksharding. Additionally, we unpacked their onboarding strategy, and their place within the current data availability landscape. Finally, Ted ga…

1
The Edge in Liquid Markets| Noah & Felipe 58:01

3M ago58:01

58:01

In this episode, Noah and Felipe from Theia joined us to discuss their perspective on liquid and private token markets, how they reconcile fundamentals and valuations, and their thoughts on malicious MEV. Additionally, we cover how they view activist investing in crypto. Finally, we dive into token design. Thanks for tuning in! As always, remember …

1
Fig Talk: Is the Top In? Crypto's Q4 Catalysts & Headwinds 55:35

3M ago55:35

55:35

In this episode, Boccaccio is joined by Kez and Tolks to discuss the current state of the market, focusing on the summer slump in meme coins and the broader implications for fundamentals. They analyze the controversy surrounding PumpFun and the concept of "extraction". The conversation then shifts to the rise of prediction markets like Polymarket a…

1
The Modular Thesis Is Dead | Analyst Round Table 1:05:10

3M ago1:05:10

1:05:10

In this episode, our Blockworks Research Analysts discuss Drift’s new prediction market on Solana, how to differentiate decentralized social apps, and the various business models used by social media companies. Additionally, they make the argument that the Modular Thesis has died. Finally, they dive into the idea that Ethereum should compete with i…

1
Crypto's Solution for the Hidden Web Resource War | Andrej, Grass 45:07

3M ago45:07

45:07

In this episode, we dive deep into GRASS, a revolutionary decentralized network for web scraping and data collection. Andrej, from GRASS, explains how their platform is democratizing access to web data for AI development. We explore the technical aspects of the GRASS network, its innovative approach to data collection, and its potential impact on t…

1
The Pump Fun War Zone | Analyst Round Table 1:04:03

3M ago1:04:03

1:04:03

In this episode, our Blockworks Research analysts jump into the trenches! They discuss recent Ethereum ETF flows, future bullish catalysts on the horizon for Celestia, and the various ways MEV is being captured. Additionally, they discuss Ethereum L2 token distribution methods and how they might improve. Finally, they dive into the Pump Fun war zon…

1
What Went Wrong with Multichain Crypto | Stan & Zon, Initia 1:09:58

3M ago1:09:58

1:09:58

In today's episode we dive deep into the unforeseen challenges that have emerged in the multichain landscape. Joined by the founders of Initia, Stan and Zon, we explore the complexities of crosschain interactions, liquidity fragmentation, and user experience hurdles that have hindered the promise of a truly interconnected blockchain ecosystem. The …

1
Finding Bullish Themes in the Crypto Wreckage | Analyst Round Table 1:04:17

3M ago1:04:17

1:04:17

In this episode, Blockworks Research analysts try to navigate the crypto carnage. They discuss Coinbase’s recent earnings report, and potential solutions for a crypto index. Additionally, they cover the dominance of stablecoin provider business models, how to potentially gain exposure to these businesses, and whether or not PayPal can compete with …

1
Bringing ZK Proofs to Developers Everywhere | Uma Roy 46:20

4M ago46:20

46:20

In this episode, Uma Roy, Co-founder and CEO of Succinct Labs, joined us to dive into the world of zkVMs! We cover Succinct’s Prover Network & SP1, why zkVMs are needed, and the importance of being open source. Additionally, we speculate on whether or not all rollups will eventually become zkRollups. Finally, we discuss Succinct’s go-to-market stra…

1
Exploring DeFi: Restaking, Stablecoins, and Governance Attacks | Analyst Round Table 55:51

4M ago55:51

55:51

In this episode, Blockworks Research analysts discuss what’s happening in DeFi today. They cover the recent success of Kamino Finance, Jito’s restaking announcement, and the recent AAVE Governance proposals. Additionally, they talk about PayPal’s entrance into the DeFi space with their PYUSD stablecoin. Finally, they unpack the recent Compound Fina…

1
How Parcl is Bringing the Real Estate Markets Onchain | Trevor & Jason 52:10

4M ago52:10

52:10

In this episode, we’re joined by Trevor and Jason from Parcl to discuss their journey so far. We dive into the original inspiration for Parcl, real estate adoption onchain, and potential expansion beyond real estate. Additionally, we talk about improving the quality of real estate data, and PRCL token utility. Finally, we hear about what it was lik…

1
TradFi is Coming: Has Crypto Changed Forever? | Analyst Round Table 1:03:04

4M ago1:03:04

1:03:04

In this episode, Blockworks Research analysts discuss the surge in Polymarket activity, and speculate on how good its product market fit really is. Additionally, they dive into the Ethereum ETF launch, the implications of TradFi adoption in crypto, and the effects it will have going forward. Finally, they talk about the growing Base ecosystem, and …

1
Crypto’s Identity Crisis: Investing in a Better Tomorrow | Matti & Rapolas 1:13:59

4M ago1:13:59

1:13:59

In this episode, we’re joined by Matti and Rapolas from Zee Prime Capital to discuss the evolution of SocialFi, the current state of the crypto markets, and some of the innovative projects they are backing. They dive into the importance of adaptability in venture markets, how culture arises onchain, and explore crypto’s identity crisis. Finally, th…

1
Are There Too Many Liquid Staking Tokens? | Analyst Round Table 52:35

4M ago52:35

52:35

In this episode, Blockworks Research analysts discuss Trump’s potential impact on the crypto markets, single asset vs bundled spot ETFs, and recent developments in the Hyperliquid ecosystem. Additionally, they explore the role of Maker in the DeFi space and its business fundamentals. Finally, they dive into the significance of LSTs in the market to…

1
Inside the Future of Cosmos and Appchains| Jehan Tremback 1:01:34

4M ago1:01:34

1:01:34

In this episode, Boccaccio and EffortCapital are joined by Jehan from Informal Systems. They dive into the unique aspects of Cosmos, including its history, and the evolution of its ecosystem. They also discuss the pros and cons of appchains versus rollups, and the work being done to improve the appchain deployment process. Finally, Jehan shares his…

1
Are New Tokens Always Better? | Analyst Round Table 1:02:01

4M ago1:02:01

1:02:01

In this episode, Blockworks Research analysts discuss recent market movements, the AI x Crypto crossover, and the problem with narrative trading. The conversation also covers Germany’s Bitcoin sales, Mt. Gox distributions, and the implications of FTX repayments. Finally, they speculate on whether or not Blast has been left for dead. Thanks for tuni…

1
Eclipse and the Next Generation of Rollups | Terry & Ren 49:57

4M ago49:57

49:57

In this episode, Terry and Ren from Eclipse joined us to discuss how they are building Ethereum’s first SVM L2. We covered why they chose to bring the SVM to Ethereum, design decisions made along the way, and how they plan to onboard developers. Finally, we dive into sequencer design, and the future of rollups. Thanks for tuning in! As always, reme…

1
Crypto Today: ETFs, NFTs, and Mid Cycle Valuations | Analyst Round Table 1:02:31

5M ago1:02:31

1:02:31

In this episode, the Blockworks Research Team covers the potential impact of the upcoming Ethereum ETFs, the likelihood of a Solana ETF getting approved, and how the NFT meta has evolved. Additionally, they dive into the bull and bear cases for Celestia going forward. Finally, they discuss the recent Blockworks Research report on TON. Thanks for tu…

1
Driving Mass Adoption: TON’s Breakthrough Mini Apps 1:07:26

5M ago1:07:26

1:07:26

In this episode, our hosts are joined by Alena, Ecosystem Lead at TON, to discuss how “Mini Apps” are helping drive mass adoption. We cover Mini Apps, the similarities and differences between Telegram and WeChat, and TON’s strategy for onboarding new developers. Finally, we dive into TON’s systems architecture, and what the TON Foundation has in st…

1
The Next Wave of Consumer Crypto Applications | Analyst Round Table 1:03:29

5M ago1:03:29

1:03:29

In this episode, Natalie from Bain Capital Crypto and Ben from Seed Club join us to discuss consumer applications in crypto. We dive into Seed Club’s recent Demo Day, viewing consumer crypto from an investor’s perspective, and the current state of crypto gaming. Additionally, we cover ongoing experiments with crypto social apps, and the NFT market …

1
The MetaDEX: Aerodrome & Velodrome Explained | Ace & Alexander 1:06:28

5M ago1:06:28

1:06:28

In this episode, Aerodrome and Velodrome contributors, Ace and Alex, join us to discuss how Aerodrome and Velodrome are redefining the DEX model. They explain how the “MetaDEX” works, the flywheel it creates for users, and how they have helped shape the L2 landscape. Additionally, we talk about their Superchain vision, and why they chose to focus t…

1
Does Crypto Have Any Real Users? | Analyst Round Table 1:06:29

5M ago1:06:29

1:06:29

In this episode, the Blockworks Research Team dives into an age old question: where are the users? They discuss applications on Solana, real world use cases on Near, and competition among data availability layers. Finally, they speak on why infrastructure continues to dominate the industry, and what it will take for gaming in crypto to gain tractio…

1
Inside Hyperliquid's Onchain Perp DEX Vision | Jeff Yan 52:36

5M ago52:36

52:36

In this episode, Jeff Yan, Co-founder of Hyperliquid, joins to discuss Hyperliquid’s journey and growth thus far. He provides insights into how they developed the HyperBFT consensus algorithm, Hyperliquid’s Vault System, and their plans to decentralize the Hyperliquid L1. Jeff also gives his thoughts on competing with Centralized Exchanges, and wha…

1
Making Sense of Crypto's Sentiment & Fundamentals | Analyst Round Table 1:09:53

5M ago1:09:53

1:09:53

In this episode, Tolks from PageOne and Kez from Parsec join to discuss their thoughts on the current market environment. Our guests dive into the polarizing subject of celebrity token launches, how Telegram’s blockchain ecosystem flew under the radar, and more. They unpack the Bitcoin ETF flows, the upcoming Ethereum ETF, AI Agents, Memecoins and …

1
Navigating DeFi in 2024 | Matt & Aryan 48:25

5M ago48:25

48:25

In this special analyst round table episode, Aryan and Matt of CMT Digital dive deep into DeFi in 2024. Topics discussed include the emergence of restaking protocols, the challenges of toxic order flow, and the shifting dynamics of crypto valuations and incentives. The conversation also explores the potential of intent-based execution, the economic…

1
The Search for Reasonably Priced Tokens | Analyst Round Table 57:38

5M ago57:38

57:38

In this episode, the 0xResearch team dives into the world of Solana DeFi, exploring the potential of undervalued tokens and discussing the disconnect between quality products and token valuations. The conversation also covers Polymarket's impressive growth, Arbitrum's controversial $250M gaming fund, and the risks exposed by Linnea's recent sequenc…

1
The Modular Integration Spectrum | Keone & Zon 1:03:46

5M ago1:03:46

1:03:46

In this episode, Keone from Monad and Zon from Initia to discuss the spectrum between modular and integrated blockchain designs. They explore the tradeoffs in decentralization, performance and scalability between the two approaches. They explore AppChains, rollups, composability challenges in modular systems, EVM compatibility, and when to scale bl…

1
Magic Eden's Contrarian Strategy to NFT Trading | Zhuoxun Yin 55:58

6M ago55:58

55:58

In this episode, Zhuoxun Yin, COO of Magic Eden, joins to discuss the evolving NFT landscape and their journey across multiple blockchains. He shares insights into the challenges of building NFT marketplaces on different chains, Magic Eden's multi-chain expansion strategy, and their new cross-chain wallet. Zhuoxun also offers his perspective on NFT…

1
Inside Eigenlayer's Vision for Decentralized Security | Sreeram Kannan 1:18:10

6M ago1:18:10

1:18:10

In this episode, Founder Sreeram Kannan unpacks the present and future of EigenLayer. He dives into novel concepts like intersubjectivity, attributable security, and forkable tokens that underpin Eigenlayer's unique approach to enabling trust and security for decentralized protocols. Sreeram explains the EigenLayer economy of stakers, operators and…

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