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The Edge in Liquid Markets| Noah & Felipe

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Manage episode 436624732 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

--

Special thanks to our sponsor, Nillion!

Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork

--

Follow Noah: https://x.com/TraderNoah

Follow Felipe: https://x.com/TheiaResearch

Follow Boccaccio: https://x.com/tripleboccaccio

Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(2:50) Why Focus On Liquid Tokens?

(9:10) Token Only Teams vs Token & Equity Teams

(17:34) Permissionless III Ad

(18:48) Reconciling Fundamentals and Valuation

(26:48) Dealing With Malicious MEV

(33:06) Activist Investing In Crypto

(38:37) Token Design: Less Is More

(43:40) Looking Towards the Next Three Years

--

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

--

Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

141 episodes

Artwork
iconShare
 
Manage episode 436624732 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

--

Special thanks to our sponsor, Nillion!

Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork

--

Follow Noah: https://x.com/TraderNoah

Follow Felipe: https://x.com/TheiaResearch

Follow Boccaccio: https://x.com/tripleboccaccio

Follow Blockworks Research: https://twitter.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(2:50) Why Focus On Liquid Tokens?

(9:10) Token Only Teams vs Token & Equity Teams

(17:34) Permissionless III Ad

(18:48) Reconciling Fundamentals and Valuation

(26:48) Dealing With Malicious MEV

(33:06) Activist Investing In Crypto

(38:37) Token Design: Less Is More

(43:40) Looking Towards the Next Three Years

--

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

--

Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

141 episodes

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