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Fundamentals
1 ETFs, L2 Economics, Onchain Analytics & More: Institutional Insights from David Han 56:26
56:26 Play Later Play Later Lists Like Liked56:26
Play Later Play Later Lists Like LikedIn 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 analytics is. We speak about the state of Bitcoin and Ethereum ETFs, and where the difference in traction stems from. We touch on Bitcoin dominance, and dive into Ethereum’s current scaling roadmap and address how the L2 roadmap might be slightly extractive to ETH. We move on to speak about tokenization, and real-world assets, where David shares insights from his previous role at Goldman Sachs, where he was part of the team developing a tokenization platform, and we speak about the hurdles faced by institutional adoption of blockchain technology. David also discusses underutilized onchain metrics, the need for quality filters, his creation of custom metrics to serve this need, the overall state of the crypto market outside of just BTC and ETH, and what aspects of growth on L1s like Solana and TON investors should be focusing on. Tune in for a great discussion on the Fundamentals of everything onchain. David Han on X: https://x.com/0xdavidhan Coinbase Institutional on X: https://x.com/CoinbaseInsto Coinbase Institutional Research: https://www.coinbase.com/institutional/research-insights ETH and the Rise of L2s: https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/eth-and-the-rise-of-l2s Interpreting Token Inflation: https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/interpreting-token-inflation Measures of Adoption in the EVM (H-index): https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/measures-of-adoption-in-the-evm Timestamps: 00:00 Introduction 00:43 David Han's Journey into Crypto 03:40 Role and Focus of Coinbase's Research Team 06:00 Importance of Onchain Analytics 08:39 Challenges in Comparing Crypto and TradFi Metrics 09:59 Underutilized Onchain Metrics: Quality Filters & The H-index 13:49 How Project Teams Should Aim to Showcase Their Onchain Data 17:47 Bitcoin vs. Ethereum ETFs: Institutional Perspectives 27:20 Institutional Investment in ETH vs. BTC 28:13 Bitcoin Dominance and Market Trends 31:35 Ethereum's Evolving Narrative and L2 Impact 36:02 Tokenization: Leanings from Goldman’s Digital Assets Team 44:57 Token Inflation and Market Dynamics 52:07 Emerging Trends on Solana and TON 54:11 Conclusion and Upcoming Research Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #Coinbase #Bitcoin #Ethereum #TokenTerminal…
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Fundamentals
1 Exploring Arbitrum Stylus, Orbit, and Nitro: An Interview with Steven Goldfeder 58:04
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Play Later Play Later Lists Like LikedIn 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. We talk about Arbitrum's strategic positioning in the expanding blockchain market, highlighting its value proposition against alternative ecosystems and tech stacks. We cover key developments within the Orbit ecosystem, the concept and significance of chain clusters, and the most exciting chains being developed today. We also break down Arbitrum’s business model and how institutions like Franklin Templeton and Robinhood are integrating with the onchain ecosystem. The discussion concludes with Steven’s vision of Arbitrum's success as a leader in various verticals, from DeFi to gaming to institutional finance, driven by innovative applications powered by the Nitro tech stack. Tune in for an insightful discussion on the fundamentals of Arbitrum. Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Timestamps: 00:00 Introduction 01:16 Arbitrum Stylus: The Broadband Moment for Blockchain Development 09:46 Exploring the Orbit Ecosystem 17:50 Chain Clusters and Interoperability 28:15 The Power of Customizability 29:08 The Arbitrum Nitro Tech Stack 30:07 Arbitrum Developer Guild and Community Contributions 35:57 Arbitrum's Vision for Success 38:39 Partnerships and Institutional Adoption 40:39 Arbitrum x Robinhood 45:12 Arbitrum's Business Model and Value Accrual 54:02 Upcoming Milestones Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #Arbitrum #Ethereum #TokenTerminal…
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Fundamentals
1 Navigating Asset Tokenization with Securitize | Interview with Carlos Domingo 49:59
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Play Later Play Later Lists Like LikedIn 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 asset tokenization, discussing how token issuers transform legacy assets into more dynamic, interoperable digital assets that unlock new value creation opportunities. Carlos explains the benefits of tokenization for all involved stakeholder, using different products available on Securitize’s platform as examples: We dive deep into BlackRocks BUIDL fund, that recently broke $500m in deposits, and the most recent addition to their product suite, Hamilton Lane’s $5.6B Secondary Fund. We explore Securitize's rigorous vetting process for adding new investment opportunities, how they make money, the differences between onchain vs. offchain ledgers and reporting requirements, and what the challenges are that lie ahead and what it will take for Securitize to 100x their business. Tune in for a great episode on the fundamentals of Securitize and asset tokenization. Token Terminal's asset tokenization framework (Asset Tokenization, the Return of the Incumbents): https://tokenterminal.com/resources/weekly-fundamentals/asset-tokenization Securitize: https://securitize.io/ Securitize on X: https://x.com/Securitize Carlos on X: https://x.com/carlosdomingo Make sure to leave a comment if you have any questions 🙌 Timestamps 00:00 Introduction 01:43 Overview of Securitize 04:33 Token Terminal's Tokenization Taxonomy 07:11 Nuances in Tokenization 14:56 Real-World Applications of Tokenization 21:19 Quality Control in Tokenization Projects 25:21 Securitize's Role in BlackRock's BUIDL Fund 27:45 Investment and Redemption Process 30:38 Securitize's Business Model and Revenue Streams 32:07 Hamilton Lane's Secondary Fund VI 34:58 Tokenization and Institutional Interest 39:53 Onchain Data and Reporting 42:18 Future of Blockchain-Based Records 48:21 Challenges and Future Growth 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #TokenTerminal #Securitize #Tokenization…
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1 Macro Trends and Digital Asset Strategies with Jamie Coutts from Real Vision | Token Terminal 47:44
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Play Later Play Later Lists Like LikedIn 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 investors and thinkers. With a rich background in traditional finance, trading, and technical analysis. Jamie provides insights into his career progression, from Credit Suisse, to Bloomberg Intelligence, to his current research role at Real Vision. The discussion covers a wide range of topics including the importance of macroeconomic factors, liquidity cycles, and the evolving institutional approach to digital assets. Jamie shares his views on Bitcoin's role as collateral, the current and future state of smart contract platforms, the potential impact of digital and decentralized assets on global finance, the strategies to outperform during a bull cycle, and how Jamie uses onchain data to asses fundamentals. Make sure to leave a comment if you have any questions 🙌 Tune in for a great discussion on the fundamentals of crypto! Real Vision Crypto: https://www.realvision.com/marketplace/rv-crypto Jamie on X: https://x.com/Jamie1Coutts Real Vision on X: https://x.com/RealVision Timestamps: 00:00 Introduction 01:29 Jamie's Professional Background 02:58 Transition to Crypto and Bloomberg Experience 06:41 Insights on Institutional Adoption of Crypto 09:27 Joining Real Vision 12:40 Macro Environment and Liquidity Cycles 22:34 Bitcoin's Collateralization Mission 33:18 Investment Strategies in a Bull Market 36:47 Current Assets and Sectors of Interest 43:25 Future of Real Vision 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #RealVision #Crypto #TokenTerminal…
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Fundamentals
1 AggLayer: Polygon's Vision for the Internet of Value | Interview with Sandeep Nailwal & Marc Boiron 55:44
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Play Later Play Later Lists Like LikedIn 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 solution for creating an infinitely scalable blockchain ecosystem. This ecosystem aims to provide economic sovereignty for individual chains while ensuring unified liquidity and interoperability. We explore the concept of the internet of value and how Polygon is positioned to facilitate its adoption. Topics include the current state of the blockchain market, Polygon’s business case for developing AggLayer, and how developers should evaluate Polygon compared to other ecosystems. Tune in for an insightful episode on the fundamentals of Polygon. Make sure to leave a comment if you have any questions 🙌 Polygon: https://polygon.technology/ Polygon (X): https://x.com/0xPolygon Sandeep (X): https://x.com/sandeepnailwal Marc (X): https://x.com/0xMarcB Timestamps: 00:00 Introduction 01:39 Solar Flares and the Carrington Event 05:05 Polymarket: The Rise of Prediction Markets 10:44 The Future of Blockchain and AppChains 15:31 Building the Value Layer of the Internet 22:12 AggLayer: Polygon's Vision for Mass Adoption 28:28 Governance and Sovereignty in the AggLayer 29:07 Technical Foundations and Pessimistic Proofs 32:05 Polygon's Collaborative Ethos 41:43 Competitive Landscape and Builder's Perspective 50:03 Business Case and Economic Model 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #Polygon #AggLayer #Blockchain #TokenTerminal…
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Fundamentals
1 TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang 53:21
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Play Later Play Later Lists Like LikedIn 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 sourcing and due diligence processes. We explore the factors the helped Pantera build conviction for their largest investment to date, including the strategic partnership between Telegram and TON, how TON is uniquely positioned to onboard the first billion users to crypto, the importance of a thriving developer ecosystem, the impressive traction that mini games have been seeing on TON, and the growth of stable coins on the network. We also speak about Pantera’s bull case for TON, the risks and unanalyzables related to the investment, and how Pantera is supporting TON's growth post-investment. Tune in for a great episode on the fundamentals of both Pantera and TON. Investing in TON Network: https://panteracapital.com/blog-investing-in-ton-network/ TON, Our Largest Investment Ever: https://panteracapital.com/blockchain-letter/ton-our-largest-investment-ever/ Pantera: https://panteracapital.com/ Pantera on X: https://x.com/PanteraCapital Cosmo on X: https://x.com/cosmo_jiang Timestamps: 00:00 Introduction 01:37 Meet Cosmo Jiang 04:38 Overview of Pantera 08:29 How TON Hit Pantera’s Radar 11:11 Telegram's Strategic Partnership with TON 15:38 Pantera's Due Diligence Process 21:15 Building Conviction for TON Investment 24:58 Telegram vs. Other Community Platforms 28:12 Gaming on TON 34:46 Notcoin & Hamster Kombat: The Popularity of Idle Games 36:06 Payments and Stablecoins on TON 40:40 Value Accrual and Investment Potential of TON 42:06 Risks and ‘Unanalyzables’ 47:53 Supporting TON’s Growth 51:11 Conclusion and Future Outlook Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #TON #Pantera #TokenTerminal…
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1 Macro Trends, ETFs, Smart Contract Platforms, and Crypto Fundamentals: A Conversation with Grayscale 44:36
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Play Later Play Later Lists Like LikedIn 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 technologies, and the Bitcoin macro trade. Additionally, Zach shares his insights on the macro factors impacting the crypto market today and the importance of federal reserve policy on Bitcoin’s price. We walk through Grayscale's product suite, including their flagship Bitcoin and Ethereum related products, and the launch of mini trust products and new investments in protocols like Stacks and NEAR. He explains Grayscale's approach to evaluating crypto projects through fundamentals-focused metrics such as daily active users, fees, and transactions. Lastly, Zach highlights the role of research in both investor education and product development at Grayscale, and shares his optimistic outlook on the future impacts of digital assets and Grayscale's ongoing mission to provide innovative crypto investment products. Tune in for a great episode on the fundamentals of crypto. Make sure to leave a comment if you have any questions 🙌 Timestamps 00:00 Introduction 01:31 Meet Zach Pandl: From Wall Street to Crypto 03:20 Why Crypto Is the Future of Finance 08:36 Grayscale: A Pioneer in Crypto Asset Management 10:25 Grayscale’s Four-Stage Product Life Cycle 12:24 Macro Trends Driving Crypto 17:35 How Important Is the Presidential Election for Crypto? 20:37 Overview of Grayscale's Product Portfolio 21:45 Flagship Products (GBTC & ETHE) and Upcoming Mini Trusts 24:02 New Private Placements: Stacks and NEAR Trusts 28:19 The Role of Research at Grayscale 34:50 Grayscale Crypto Sectors 38:07 External vs. Internal Research 39:21 Onchain Data and Fundamental Analysis 43:25 Looking Ahead 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #Grayscale #Crypto #TokenTerminal…
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1 Nibiru Chain – Tech Innovations, Developer Tools, and Ecosystem Growth | Fundamentals ep.90 30:50
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Play Later Play Later Lists Like LikedIn 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 optimizations like scalable data indexing and advanced developer tooling. We explore which applications are best suited for Nibiru, current performance metrics, economic sustainability, and the future roadmap of Nibiru, including its growth and the challenges it faces. Timestamps: 00:00 Introduction to Nibiru Chain 00:27 Core Value Proposition and Optimizations 02:55 Developer Tools and Ecosystem 03:53 Current Applications and Use Cases 06:43 Performance Metrics and Blockchain Landscape 10:30 Team Composition and Network Stakeholders 14:35 Economic Model and Sustainability 24:07 Onchain Data and Business Development 29:43 Future Roadmap and Conclusion Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #Nibiru #Blockchain #TokenTerminal…
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1 Franklin Templeton's Approach to Digital Assets | Interview with Christopher Jensen 57:32
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Play Later Play Later Lists Like LikedIn 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 interest, and the creation of a comprehensive product suite to cater to varying levels of demand and knowledge. Christopher highlights the importance of onchain data, the use of blockchain technology for operational efficiencies, and the ongoing exploration of new crypto use cases like decentralized physical infrastructure networks (DePIN). Additionally, we speak about Franklin Templeton's pioneering efforts in launching the first tokenized money market fund, and their plans for the future. Tune in to learn about how Franklin Templeton is navigating and contributing to the onchain future. Franklin Templeton: https://www.franklintempleton.com/ X: https://twitter.com/FTI_DA Christopher Jensen: https://www.franklintempleton.com/profiles/christopher-jensen Make sure to leave a comment if you have any questions 🙌 Timestamps: 00:00 Introduction 01:00 Sudden Shift in Crypto Policy 03:36 Franklin Templeton's Digital Assets Focus 06:17 Institutional Interest and Client Demand 09:13 Bitcoin ETF and Market Impact 10:50 Barriers to Adoption and Education 13:43 Protocol Economy and Value Accrual 19:08 Metrics and Methods for Evaluating Digital Assets 24:38 Sustainability and Competitive Moats in Web3 27:55 Utilizing Onchain Data for Research 29:57 Franklin Templeton's Node Operations 33:11 Challenges and Insights from Running Nodes 38:16 Franklin OnChain U.S. Government Money Fund 46:13 Bringing Capital Markets Onchain 49:10 Partnerships and Strategic Integrations 51:49 Promising Crypto Use Cases and Killer Apps (Case DePin) ------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #FranklinTempleton #TokenTerminal #Crypto #Onchain…
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1 The Power of Onchain: Updating the System with Jesse Pollak, Creator of Base 49:12
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Play Later Play Later Lists Like LikedIn 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 purpose of economic alliances between chains, pioneering governance strategies, standardising metrics in the industry, and the paradigm shift that building onchain enables for decision-making, product development, and more efficient business operations. Tune in for a great discussion about the fundamentals of Base and building onchain. Let's get Jesse bald! https://letsgetjessebald.com/ Base's dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/base Onchain Summer: https://base.mirror.xyz/HoH9cZVi8CMdvxVUNjvOzceUPVQcVZvvkf8ZbCOVOco BaseCamp 001: https://base.mirror.xyz/GL6dd2CfZuG3dVd_jZAZJLjYP8h7NRk0falVV6O7RqQ Base: https://www.base.org/ Jesse on X: https://x.com/jessepollak Base on X: https://x.com/base Make sure to leave a comment if you have any questions 🙌 Timestamps: 00:00 Introduction 00:52 Let’s get Jesse bald! 03:07 Why build Base as a company within a company? 05:44 Is Base to Coinbase what AWS is to Amazon? 06:20 The future of compute: Onchain and serverless 10:40 From legacy systems to onchain: a practical approach 13:40 What makes DAOs powerful? 16:22 Team composition and hiring at Base 24:49 Standardizing metrics in the industry 25:44 Introduction to the Superchain ecosystem 27:14 The importance of interoperability and asset fungibility 31:16 The economic arrangement between Base and Optimism 33:17 Base as the hub of the onchain economy 37:24 Coinbase x Optimism: An iconic duo 38:04 Governance as a differentiator with L2s 45:18 Leveraging onchain data for growth and decision making 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #Base #Coinbase #Onchain #TokenTerminal #Crypto…
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1 Analyzing the evolving blockchain landscape with VanEck – Interview with Matthew Sigel 53:45
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Play Later Play Later Lists Like LikedOur 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 a global investment management firm with over $100 billion in assets under management as of March this year. VanEck offers a range of investment vehicles, including ETFs, mutual funds, institutional funds, separately managed accounts, and model delivery portfolios. Recognizing the transformative potential of digital assets early on, they have solidified their position as a thought leader in the space. Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Timestamps: 00:00 Introduction 03:47 Bitcoin ETFs and the current state of institutional interest 08:59 Growth of the Bitcoin ecosystem 12:56 Bitcoin L2s 16:05 How does increased economic activity on Bitcoin affect portfolio construction and value accrual 22:39 Value creation: Ethereum vs. Solana 26:58 Will Solana L2s be a thing, or can a monolith scale? 31:00 Ethereum L2s: is it a winner takes all market? 34:22 Value accrual on Ethereum 37:27 Onchain data and accounting 47:59 Breaking down blockchain P&Ls Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #VanEck #Bitcoin #TokenTerminal…
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1 Bitwise – The world's largest crypto index fund manager | Fundamentals ep. 86 53:56
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Play Later Play Later Lists Like LikedIn 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-insights/crypto-use-cases-12-real-world-stories-2024 The Year Ahead: 10 Crypto Predictions for 2024: https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2024 Bitwise: https://bitwiseinvestments.com/ Bitwise on X: https://twitter.com/BitwiseInvest Ryan on X: https://twitter.com/RasterlyRock ------------------------------------------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Timestamps: 00:00 Introduction 00:42 What is Bitwise? 01:40 Overview of Bitwise’s product suite 03:12 Which assets does Bitwise consider “investment grade”? 07:35 The pros and cons of a conservative approach to the market 09:00 The current state of institutional interest towards crypto 12:34 How financial advisors operate, and how it affects crypto allocations 14:01 Explaining the differences between BTC and ETH as investment assets 19:10 Thoughts on the potential Ethereum ETF 22:10 How is Bitwise educating investors and advisors in practice? 27:21 The role of onchain data in education 30:40 Current crypto use cases that Ryan finds most interesting 38:25 10 crypto predictions for 2024 ... Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #Bitwise #Crypto #Bitcoin #TokenTerminal…
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1 Bloomberg x Token Terminal: Onchain Data and Its Role in Investment Analysis | Webinar 31:47
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Play Later Play Later Lists Like LikedTune 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 better understanding of how on-chain data can be used to support and enhance their investment analysis. Speakers: Alex Wenham, Digital Assets Product & Strategy Lead, Bloomberg With over 15 years of Financial Markets experience, Alex is the Global Head of Cryptocurrency Product and Digital Asset Lead at Bloomberg. Prior to this appointment Alex has been a Leader within our Sales organisation managing territories within Emerging Markets and the Nordics. Alex started his career at Bloomberg as a FX and FX Derivatives specialist working with our Sellside and Buyside clients across the UK, Middle East and Emerging Markets. Prior to joining Bloomberg, Alex worked as a FX Derivatives structurer helping corporate clients hedge FX Risk. Alex holds a double degree in Science and Commerce from Sydney University and is a FRM charter holder. Oskari Tempakka, Head of Growth, Token Terminal As Head of Growth at Token Terminal, Oskari oversees driving the platform's user acquisition, engagement, and retention strategies, while educating investors about crypto as an asset class. He is committed to bringing clarity and structure to the fast-paced crypto market, making it easier for investors to filter out the noise. With a background that spans data analytics, finance, and venture capital, Oskari brings a perspective well suited to deciphering the dynamics of the cryptoasset economy. Before joining Token Terminal, he worked with data analytics at Google, in Wealth Management at Nordea Private Banking, and led Wave Ventures, an early-stage venture capital fund. View the webinar on Bloomberg: https://www.bloomberg.com/professiona... Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► / discord ------------------------------------------- 📱 Follow us on Twitter: ► / tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Timestamps: 00:00 Intro 00:25 How Token Terminal determines what crypto assets to cover 05:20 Breaking down crypto as an asset class: Market sectors 09:58 Creating financial and alternative metrics for different crypto assets 15:40 Not all DAOs are created equal: Understanding value capture 18:03 Solana vs. Ethereum: Detailed comparative analysis between projects 21:39 Are Crypto and TradFi metrics a like-for-like 23:55 How is onchain data being used by investors today? Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #Blockchain #Crypto #Bloomberg #TokenTerminal…
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1 LayerZero – Diving into V2 | Fundamentals ep.85 48:42
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Play Later Play Later Lists Like LikedIn this episode of the Fundamentals podcast, we’re joined by Bryan Pellegrino, the Co-Founder and CEO of LayerZero Labs – the team behind the LayerZero – an interoperability protocol that connects blockchains (50+ and counting).In this episode with Bryan, we discuss what LayerZero's core value proposition is, and why interoperability is important for the blockchain industry. We speak about the tech stack, current traction, assess market potential, and speak about value accrual.Finally, we wrap up with current challenges and growth drivers, and what the most exciting upcoming developments for LayerZero are.LayerZero: https://layerzero.network/X (Twitter): https://twitter.com/LayerZero_LabsBryan on X (Twitter): https://twitter.com/PrimordialAA Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Timestamps: 00:00 Introduction 00:18 Pudgy Penguins 02:30 What is an omnichain interoperability protocol? 04:50 Why is interoperability so important for web3? 08:55 Technically, what is LayerZero? 15:08 What makes achieving seamless interoperability hard? 22:15 How can developers integrate with LayerZero? 23:16 How are projects using LayerZero today? 26:40 Which ecosystems are seeing the most inter-chain activity? 28:03 The team at LayerZero Labs 29:43 LayerZero's economic model 31:28 Value accrual 32:31 What are the best metrics to measure and value an interoperability protocol? 34:25 What is the the TAM for LayerZero? 36:34 Is interoperability a winner-takes-all market? 41:14 The LayerZero token: Current status 43:28 Current growth drivers and challenges 44:42 A protocol needs to be opinionated 47:15 What's next for LayerZero? Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #LayerZero #Interoperability #web3 #TokenTerminal #crypto…
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1 Tezos – Tech, traction, challenges, vision, XTZ, and more with Co-Founder Arthur Breitman | ep.85 46:11
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Play Later Play Later Lists Like LikedIn today’s episode, we’re joined by Arthur Breitman, the Co-Founder of Tezos, a layer 1 blockchain. In this episode, we focus on what sets Tezos apart from other blockchains on the market, and how they stack up in terms of performance, network activity, economics, and more. We speak about the network's current use cases, and vision for the future. Arthur walks us through the current challenges faced, current focus areas, the state of the blockchain market today, and his vision for Tezos' future. Tezos: https://tezos.com/ Arthur on X: https://twitter.com/ArthurB Tezos on X: https://twitter.com/tezos Explore Tezos data: https://tzkt.io/ https://tzstats.com/ Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► discord.gg/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 00:30 The core problem that Tezos set out to solve 01:48 What are Tezos’s unique advantages that make it a compelling choice for developers? 03:25 The technical innovations that enable Tezos to reach 1 million TPS 05:19 Current technical bottlenecks – building a Data Availability Layer (DAL) for Tezos 07:00 Difference between Celestia DA and Tezos DAL 10:03 How the DAL affects user experience 11:37 Tezos' core strengths in the blockchain market 13:14 The main challenges facing Tezos today 15:30 What could be the catalyst for increased traction on Tezos? 19:00 The top dApps on Tezos today 21:50 Tradeoffs in blockchain design 24:07 What tools are available to analyze activity on Tezos? 25:14 What metrics and KPIs are guiding business development decisions at Tezos? 27:21 Tezos' economic model 30:25 Ensuring long-term sustainability 33:30 Quantifying the effectiveness of a store of value asset 36:30 The daily active users (DAU) metric 39:30 Growth plan: Focus areas going forward 42:02 Technological superiority: Why is it necessary? 44:22 What does success for Tezos look like? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Tezos #XTZ #Blockchain #Fundamentals #Crypto #tokenterminal…
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1 zkSync & the layer 2 blockchains market sector – a data-driven analysis | Token Terminal 36:04
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Play Later Play Later Lists Like LikedIn this episode of the Fundamentals podcast, I’m joined by Michael Nadeau, a crypto data and research analyst, and founder of the DeFi report. In this episode with Michael, we explore his recent report on zkSync, and dive into the breadth of data available on Token Terminal to assess its position within the market. We discuss the impressive growth and user retention rates of zkSync compared to other Layer 2 competitors. We cover fees, revenue, user activity, developers, trending contracts, user retention, and much more. As we dive into the data, we touch on trends such as high stablecoin activity, developer activity, the potential impact of impending token airdrops, alternative data availability solutions, and much more! Michael's socials: Linkedin: https://www.linkedin.com/in/michael-a... Twitter: https://twitter.com/JustDeauIt The DeFi report: https://thedefireport.io/#newsletter Token Terminal: https://tokenterminal.com/terminal Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:17 Key findings from the zkSync research report 06:05 User activity across different blockchains 09:17 Deep dive into the trending contracts on zkSync 14:38 Comparing DEX activity across L2s 17:46 Cohort analysis: User retention across L2s 20:53 The effect of airdrops on user retention and network growth 24:44 Bootstrapping growth with native yield: Yield-bearing L2s 28:47 How Celestia DA affects value accrual across the modular blockchain stack 31:47 zkSync's financials benchmarked against the market … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #TokenTerminal #Blockchain #zkSync #L2 #Fundamentals…
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1 Manta Network – Modular innovation, Celestia DA, ZK apps, New Paradigm, and more | Fundamentals ep.84 54:21
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Play Later Play Later Lists Like LikedIn today’s episode, we’re joined by Kenny Li, the Co-Founder of Manta Network, the modular ecosystem for ZK applications. Manta offers two networks, Manta Pacific, the first EVM-equivalent ZK-application platform that is scalable and secure through Celestia DA and Polygon zkEVM - and Manta Atlantic which is a ZK L1 chain on Polkadot. In this episode, we focus on Manta Pacific and dive into its modular design. Kenny walks us through their use of the OP stack, Celestia, and Polygon’s zkEVM. We speak about the rationale behind this modular design and envision Manta’s role in a crypto-native future. We speak about the recently launched yield-bearing L2, New Paradigm, and learn what yield-bearing L2s are all about. We also touch on the role of the MANTA token within the ecosystem, and discuss Manta’s latest funding round. Tune in as we dive deep into the world of modular blockchains. Manta Network: https://manta.network/ Kenny on X: https://twitter.com/superanonymousk Manta on X: https://twitter.com/mantanetwork New Paradigm: https://newparadigm.manta.network/about Manta Pacific on Token Terminal: https://tokenterminal.com/terminal/projects/manta Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:57 Overview of Manta Network 02:23 The core problems that Manta Pacific aims to solve 05:03 Overview of Manta Pacific’s modular tech stack 08:00 The benefits of using Celestia for modular DA 10:52 How does Manta Pacific address the specific needs of ZK applications? 14:26 Examples of ZK use cases that benefit end users 17:46 The modular vs. monolithic debate – why is modularity better? 24:13 Introduction to New Paradigm: a yield-bearing L2 27:54 “It’s time to ditch other L2s” 29:38 Crypto as the enabler of a borderless global economy 34:16 Manta Pacific’s economic model 37:11 Value accrual 38:50 The role of the MANTA token 40:00 Reflecting on Manta’s recent funding round 44:29 The team behind Manta Network 45:29 The metrics and KPIs Manta uses to measure success 47:10 Current challenges 49:23 Performance review of Manta Pacific’s first three months on mainnet 52:09 Looking forward: upcoming features and milestones … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #MantaNetwork #MantaPacific #Blockchain #Fundamentals #DeFi #Crypto #tokenterminal…
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1 MarketVector™ – Digital asset indexing & the Fundamental Index Suite | Fundamentals ep.83 51:24
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Play Later Play Later Lists Like LikedIn this episode, we’re joined by Martin Leinweber, Digital Asset Strategist at MarketVector, for an insightful discussion on digital asset indexing. MarketVector and Token Terminal have been working together to provide institutions, advisors, and investors with access to investable products that track the breadth of data available in web3 and on blockchains. Earlier this month, we announced the launch of the MarketVector Token Terminal Fundamental Index Suite, a novel approach to creating multi-token baskets, and in this episode we dive into all of the details around this. MarketVector™ Token Terminal Fundamental Index: https://www.marketvector.com/indexes/digital-assets/marketvector-token-terminal-fundamental MarketVector™ Token Terminal Fundamental Cap-Weighted Strategy Index: https://www.marketvector.com/indexes/digital-assets/marketvector-token-terminal-fundamental-cap-weighted-strategy Martin breaks down the process of developing index products, what the current state of the market is, and where the need for more multi token baskets stems from. We speak about the selection and weighting approach for the Fundamentals index suite, covering their structure, composition, backtesting results, the initial market response, and more. Martin also walks us through the impact of real-time onchain on indexing, and sheds some light on the regional differences in the perception of crypto today. Tune in for an insightful discussion about the fundamentals of digital asset indexing. MarketVector: https://www.marketvector.com/ Martin on X: https://twitter.com/mleinweber2 MarkertVector on X: https://twitter.com/MarketVector Mastering Crypto Assets: https://www.amazon.com/Mastering-Crypto-Assets-Investing-Ethereum/dp/1394205392 Make sure to leave a comment if you have any questions 🙌 ----------------------------------------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:44 Overview of MarketVector 03:39 MarketVector’s journey in the digital asset space 06:28 The process of developing an index product 10:35 MarketVector’s current strategy for digital asset indexing 12:11 The current customer base for digital asset indexes 15:06 Why a fundamentals based index is important for the space 17:47 Overview of The MarketVector Token Terminal Index Suite 21:24 Weighting of the Fundamentals Indexes: fundamentals & market cap 25:21 Key learnings from backtests 27:59 Customizing the indexes with Token Terminal’s onchain data 30:22 The markets response to the Fundamental index suite 31:47 Regional differences in the perception of crypto 35:30 The range of opportunities real-time onchain data offers for indexing 38:35 MarketVectors expectations for the Fundamentals Index Suite 40:07 The challenges that come with real-time onchain data 43:03 Primer to Martin’s new book: “Mastering Crypto Assets” 46:49 Where do we see the digital asset market heading in the next decade … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #MarketVector #Index #Fundamentals #Crypto #TokenTerminal…
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1 Uniswap Foundation – Innovation, developers, v4, decentralization, LPs, & more | Fundamentals ep.82 54:30
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Play Later Play Later Lists Like LikedIn this episode, we're joined by Devin Walsh, Co-Founder of the Uniswap Foundation. We dive into the Uniswap ecosystem, discussing the Foundation’s mission, its short- and long-term goals, and how the Uniswap Foundation is allocating capital via grants. We speak about the significance of Uniswap V4, and Hooks, the protocol pushes forward in becoming the liquidity layer of the Internet. We address the current state of Uniswap’s decentralization, and explore the composition and recent developments related to Uniswap’s key stakeholders, so developers, LPs, traders, tokenholders, and delegates. Finally, we conclude with Devin's insights on Uniswap's responses to regulatory challenges and its vision for the future. Tune in for a deep dive into the fundamentals of Uniswap. Make sure to leave a comment if you have any questions 🙌 Devin on X: https://twitter.com/devinawalsh Uniswap Foundation: https://www.uniswapfoundation.org/ Uniswap Foundation on X: https://twitter.com/UniswapFND ----------------------------------------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps:00:00 Introduction01:34 UF's mission & purpose04:01 The UF’s short- and long-term goals08:42 The UF’s expense structure & where capital is being allocated11:46 Approach to innovation: partnering vs. building in-house vs. funding 15:50 Uniswap’s position within the exchange market20:49 What does a “successful Uniswap” look like?27:47 Addressing critique that alleges "Uniswap has become more centralized”35:48 Who are the LPs on Uniswap?38:35 How is Uniswap working to improve the user experience for LPs?42:20 What portion of LPs are profitable on Uniswap today?45:22 Uniswap’s core focus area for the next 6 months47:44 UNI tokenholders50:31 Biggest risks facing Uniswap today Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Uniswap #UniswapFoundation #DEX #Fundamentals #Crypto #TokenTerminal…
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1 How Sui achieves +270k TPS: tech, traction, KPIs, building for mass adoption & more | Fundamentals ep.81 49:33
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Play Later Play Later Lists Like LikedIn this episode, were joined by Adeniyi, the Co-Founder and CPO of Mysten Labs – the team behind the Sui blockchain. We dive into the intricacies of the Sui blockchain and how it is designed to achieve unprecedented levels of scalability and user experience. We explore Sui's unique technical architecture, their focus on user-centered product design, and their vision for the true mass adoption of blockchain technology. Adeniyi also highlights some of Sui's key performance indicators, rates their performance since launching on mainnet, details come of Sui’s strategic partnerships, and walks through the opportunities he sees in the gaming, commerce, and finance market sectors. We also speak about EVM compatibility, the differences between modular and monolithic blockchains, and what the rationale has been behind Sui’s approach on these fronts. Tune is for a great discussion about the fundamentals of Sui, and the broader blockchain market sector. Make sure to leave a comment if you have any questions 🙌 Adeniyi on X: https://twitter.com/EmanAbio Sui: https://sui.io/ Sui on X: https://twitter.com/SuiNetwork Mysten Labs: https://mystenlabs.com/ Mysten Labs on X: https://twitter.com/Mysten_Labs ----------------------------------------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:00 The core problem that Sui solves 05:20 The technical innovations that Sui introduced to enable unlimited scalability 09:27 The state of Sui’s current infrastructure, reaching +270k TPS 11:02 Simple transactions vs. special transactions 13:47 What is the tradeoff Sui makes to achieve this level of scalability? 15:08 Vision for Sui’s future within the blockchain market sector 19:26 Modular vs. monolithic blockchains – why is Sui a monolith? 21:18 How important is EVM compatibility, really? 23:32 What does Sui's current app & developer landscape look like? 26:04 The core contributors behind the Sui blockchain 27:47 Sui’s economic model 31:33 Ensuring economic sustainability 34:02 Thoughts on value accrual 36:01 What is the venture case for Sui? How does the platform capture value? 38:12 What KPIs and metrics are best suited to assess Sui’s performance? 39:40 Performance review of Sui’s first six months on mainnet 41:51 Achievements that deserve more attention from the crypto community and media 44:06 The role of strategic partnerships in boosting growth 46:27 What are the main challenges for Sui today? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol.Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Sui #Blockchain #Fundamentals #Crypto #TokenTerminal…
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1 Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80 53:37
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Play Later Play Later Lists Like LikedIn this episode, we’re joined by Alex Wettermann, the Head of Gaming at Shima Capital – an early stage VC firm investing in disruptive web3 companies. Alex gives us an overview of the current state of the web3 gaming market, and walk us through the key trends, challenges and potential opportunities within the space. Alex highlights the importance of looking beyond trends like 'play to earn' and emphasizes the need to create net new experiences and novel monetization methods. He also discusses the role of token design, in-game economics, user acquisition and retention, building strong gaming communities, and the unlocks needed for web3 gaming to go mainstream. Finally, we cover how Alex analyses potential investment opportunities, and how Shima actively works with their portfolio companies. Tune in for a great episode about the fundamentals of web3 gaming. Shima Capital: https://shima.capital/ Alex on X: https://twitter.com/awettermann Shima on X (Twitter): https://twitter.com/shimacapital Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:28 Overview of Shima Capital 03:22 What problem does Shima solve for LPs? 04:13 What does Alex’s day-to-day look like as the head of gaming at Shima? 07:14 The barrier to entry for researching crypto is high 09:32 The core value proposition of web3 in gaming 13:24 The current state of onchain gaming 17:15 Would a Supercell-style game development model work in web3? 20:13 Does the financialization of in-game assets make it harder for game studios to iterate? 24:03 Net new experiences and monetization models enabled by web3 27:22 Balancing monetization and gameplay in web3 30:58 What trends or verticals in web3 gaming currently stand out? 36:56 Investing throughout the web3 gaming tech stack 38:07 Value accrual 40:56 The thesis behind investing in Pudgy Penguins 42:39 The biggest hurdles facing web3 gaming today 45:35 What are the main KPIs that Shima focuses on? 49:38 What qualitative data could be helpful at scale? 51:18 How does Shima work with their portfolio companies? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #ShimaCapital #Fundamentals #Gaming #Crypto #tokenterminal…
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1 Investing in DeFi with Re7 Capital: yield, risk management, data, valuation | Fundamentals ep.79 55:39
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Play Later Play Later Lists Like LikedIn today's episode, we’re joined by Evgeny Gokhberg – the founder of Re7 Capital – a fund that specializes in DeFi R&D and liquid crypto investment strategies. We delve into the vast arena of DeFi, exploring everything from generating yield to managing risks. We discuss the intrinsic value of crypto, how investors should approach valuing multidimensional cryptoassets, and what Re7’s edge is in the space. Tune in as we dive deep into exciting trends, case examples from Re7s portfolio, the best KPIs to look at when assessing an investment opportunity, the challenges we face as an industry, the critical need for onchain data analytics, and Re7's framework for managing risks within DeFi. Re7 Capital: https://www.re7.capital/ Evgeny on X: https://twitter.com/evgeny_re7 Re7 on X (Twitter): https://twitter.com/Re7Capital Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:22 Overview of Re7 Capital 03:33 Building a cycle agnostic business 06:07 What is Re7’s edge? 07:59 Current state of the market, and what makes web3 interesting 11:44 What is intrinsic value in crypto? 15:21 Valuing a multidimensional asset like ETH 20:12 The significance of monetary premium for an asset like ETH 24:03 Betting on ETHs growth rather than moneyness 25:19 Investment approach to DeFi applications 30:33 KPIs for identifying potential success in early stage projects 33:19 The power of granular transaction-level data 34:26 Achieving similar upside to traditional VC in a de-risked fashion 37:30 The pros and cons of liquid venture 39:30 Case example from Re7s portfolio: Gelato 43:28 The Re7 Risk Index 49:08 What trends and market sectors currently stand out in crypto? 51:12 The biggest challenges and opportunities for Re7 today … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Re7Capital #Fundamentals #DeFi #Crypto #TokenTerminal…
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Fundamentals
1 RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78 52:52
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Play Later Play Later Lists Like LikedIn this episode, we’re joined by Viktor Fischer, the Founder and CEO of RockawayX – a product VC building and investing in the Web3 space. Over the next hour, we dive into the details around the current state of the crypto market, RockawayX's unique position as builders, and users, in addition to being investors. We speak about the differences between modular and monolithic blockchains form an investors point of view, their pros and cons, what RockawayX’s framework is for assessing value accrual throughout the modular tech-stack, the best KPIs for performance assessment, and what the future of the blockchain market could look like. Finally, Viktor walks us through the current pain points within our industry, where more capital should be allocated, what founders should be mindful of when growing their businesses, and the current challenges related to educating the traditional world about crypto. RockawayX: https://rockawayx.com/ Viktor on X (Twitter): https://twitter.com/viktorfischer RockawayX on X (Twitter): https://twitter.com/Rockaway_X Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:47 Background and overview of RockawayX 04:02 RockawayX’s builder-first approach? 06:14 The unique position of RockawayX in the market 08:20 Examples of RockawayX's investment approach 14:03 Differences between modular and monolithic blockchain architectures (investors POV) 18:04 Value capture in monolithic chains 22:15 RockawayX’s investment thesis for modular blockchains 26:29 What makes crypto exciting & why we need more user-focused investments 31:04 Value accrual in the modular blockchain stack 36:31 What are the best KPIs to measure/value blockchains? 39:37 The difference between great technologies vs. great investments 42:43 What trend and market sectors currently stand out in crypto? 46:15 Right now, DeFi is dead – we need more use cases for yield generation. 49:28 Biggest challenges for a fund in crypto today 49:50 The need for better education and communication in crypto … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #RockawayX #Blockchain #Fundamentals #Crypto #TokenTerminal…
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Fundamentals
1 Fantom – value proposition, new tech stack (Sonic), economics, overcoming challenges & more | ep.77 48:55
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Play Later Play Later Lists Like LikedIn this episode of the Fundamentals podcast, Michael Kong, CEO/CIO of the Fantom Foundation, discusses the unique value proposition of Fantom within the blockchain landscape, its core technology, and approach to achieving scalability. We explore the structure of the blockchain market sector, how Michael sees it developing, and where Fantom fits into this vision in the long run. We delve into the architectural development of Fantom, walk through Fantom's economic model and learn how it drives network sustainability. Lastly, we speak about current business development focus areas, and challenges to tackle. Michael highlights Fantom’s new technology, Sonic, and describes its potential impact for unlocking growth. Tune in for a great discussion about the Fundamentals of Fantom. Fantom: https://fantom.foundation/ X (Twitter): https://twitter.com/FantomFDN Michael on X (Twitter): https://twitter.com/michaelfkong Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:21 Fantom’s core value proposition 03:54 Why L1 and L2 blockchains are the same thing 06:45 What sets Fantom apart from other blockchains tackling similar problems? 09:30 What dApps are best suited to be built on Fantom? 13:01 Vision for Fantom’s future within the blockchain market sector 16:57 The importance of EVM compatibility 20:54 Core contributors to the development of the Fantom blockchain 24:21 Fantom’s economic model 28:08 Ensuring economic sustainability 32:08 The venture case for Fantom 35:28 Best metrics/KPIs to measure and value the performance of a blockchain 38:09 Monetary premium: is it relevant in the context of Fantom? 40:55 Challenges and bottlenecks in Fantom’s growth 44:12 Most exciting developments: Fantom Sonic … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Fantom #Sonic #Blockchain #Crypto #tokenterminal…
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1 The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more! 45:41
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Play Later Play Later Lists Like LikedOn this episode of the Fundamentals podcast, we welcome back Michael Nadeau, who runs the DeFi Report, to deepen our understanding of valuing blockchain networks. Michael has been working on deep-diving into this topic for several years and has recently published the 'Ethereum Investment Framework'. He discusses why he was inspired to create the framework, provides a high-level view of its contents, major components, and explains his approach to valuing Ethereum. In addition, this episode explores the various challenges and key learning points encountered while creating the framework, with multiple analogies and perspectives for understanding this new asset class. The conversation wraps up with Michael sharing his future plans for creating similar frameworks for other crypto assets. Download the Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframework Michael: Linkedin: https://www.linkedin.com/in/michael-austin-nadeau X (Twitter): https://twitter.com/JustDeauIt The DeFi report: https://thedefireport.io/#newsletter Ethereum’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/ethereum Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:02 Intro to the Ethereum Investment Framework 02:56 The inspiration behind the Ethereum Investment Framework 05:09 The main components of the investment framework 07:47 The evolution of the internet and Ethereum's place in it 11:30 How the Ethereum Investment Framework compares to other models in the industry? 13:45 The role of data in the investment framework 16:24 The influence of economic and financial theories on the framework 19:38 How to best utilize the Ethereum Investment Framework 22:01 Approaches to valuing Ethereum 28:25 Biggest learnings from the process of creating this framework 34:21 Future plans for other cryptoasset frameworks 38:36 The future of Ethereum and the investment landscape 42:00 Conclusion and final thoughts … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Ethereum #ETH #TokenTerminal #DeFiReport…
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1 The state of zkSync: scaling, security, UX, traction, challenges, financials | Fundamentals ep.75 41:06
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Play Later Play Later Lists Like LikedIn this episode of the Fundamentals podcast, we’re joined by Alex, the Co-Founder and CEO of Matter Labs – the engineering team behind zkSync – a Layer-2 blockchain protocol that scales Ethereum with zero knowledge technology. In this episode with Alex, we discuss what zkSync’s core value proposition is, and why zero-knowledge proofs are the most viable technology to enable the mainstream adoption of public blockchains. We speak about Hyperchains, and what the zkSync ecosystem will evolve into on a long-term horizon. Alex walks us through the current painpoints with crypto’s UX, and how zkSync is tackling these problems. We dive into zkSync Era’s economic model, the venture case for a blockchain protocol, and walk through the best metrics to measure the performance of a blockchain. Finally, we wrap up with the current challenges related to zkSync’s growth, and what the most exciting things happening within the zkSync ecosystem are. Tune in for a great discussion about zkSync, and scaling Ethereum’s technology and values zkSync: https://zksync.io/ Matter Labs: https://matter-labs.io/ X (Twitter): https://twitter.com/zksync Alex: https://twitter.com/gluk64_ZkSync Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:25 zkSync's core value proposition 02:18 Why are ZK proofs the most viable technology to enable the mainstream adoption of public blockchains 05:42 What sets zkSync apart from other blockchains tackling similar problems? 14:12 ZK Stack: a modular framework for building sovereign ZK-powered Hyperchains 18:39 How is zkSync solving crypto's UX painpoints? 23:04 Has native account abstraction been a growth driver? 25:00 What is the importance of EVM compatibility? 27:19 What is zkSync's position and role in a crypto native future? 29:14 Core contributors to the development of zkSync 30:17 zkSync Era's economic model 31:02 Value accrual within the zkSync ecosystem 31:28 How does zkSync benefit economically from Hyperchains? 32:33 What metrics and KPIs are best suited to measure/value a blockchain 34:01 The venture case for zkSync & how it differs from a traditional software business 36:49 Current growth challenges 38:15 Most exciting developments within the zkSync ecosystem … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #zkSync #Ethereum #Blockchain #Crypto #tokenterminal…
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1 Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80 53:37
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Play Later Play Later Lists Like LikedIn this episode, we’re joined by Alex Wettermann, the Head of Gaming at Shima Capital – an early stage VC firm investing in disruptive web3 companies. Alex gives us an overview of the current state of the web3 gaming market, and walk us through the key trends, challenges and potential opportunities within the space. Alex highlights the importance of looking beyond trends like 'play to earn' and emphasizes the need to create net new experiences and novel monetization methods. He also discusses the role of token design, in-game economics, user acquisition and retention, building strong gaming communities, and the unlocks needed for web3 gaming to go mainstream. Finally, we cover how Alex analyses potential investment opportunities, and how Shima actively works with their portfolio companies. Tune in for a great episode about the fundamentals of web3 gaming. Shima Capital: https://shima.capital/ Alex on X: https://twitter.com/awettermann Shima on X (Twitter): https://twitter.com/shimacapital Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:40 Overview of Shima Capital 06:49 The evolution of gaming and crypto 10:11 The core value proposition of web3 in gaming 14:43 The state of on-chain gaming 18:42 The challenges of web3 gaming 23:56 The future of web3 gaming 25:34 The economics of in-game assets in web3 28:59 Balancing monetization and gameplay in web3 29:49 Designing games for different types of gamers 30:16 The role of monetization in game design 31:18 The importance of user retention in gaming 32:13 Exploring new archetypes of gamers 32:41 Challenges in game development 33:16 Trends in the current web3 gaming market 33:40 The value of intellectual property in gaming 34:07 The potential of on-chain economies and genre mixing 35:30 Exploring out of app monetization and progressive web apps 37:57 The future of IP licensing and metadata standards 39:38 Investing in the gaming stack 48:44 The role of data in investment decisions 54:46 Working with portfolio companies … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #ShimaCapital #Fundamentals #Gaming #Crypto #tokenterminal…
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Fundamentals
1 Stratos – Valuing L1s and L2s, monetary premium, fat protocols, sustainability, and more | ep.74 59:27
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Play Later Play Later Lists Like LikedIn this episode, we’re joined by Rennick Palley, Founding Partner at Stratos – a fund that seeds the future of crypto. Stratos focuses on both Venture, where they invest in DeFi and web3 companies, and Infra, where they provide the hardware, stake, and expertise that helps blockchains grow. We discuss Stratos, their investment strategy, and how they approach the market. We then move on to speak about the execution layer landscape, and dive into valuing Layer 1 and Layer 2 blockchains – and what the main differences in valuation methodologies are between the two. We cover topics including monetary premium, staking ratio, real staking yield, positive economic balance, and intrinsic value. We draw parallels between tokens and more traditional assets, and speak about applying comparative valuation concepts to crypto assets. We speak about the current lack of value accrual mechanisms for L2 tokens, and what the future could look like on that front. Finally, we speak about the current state of the blockchain market, and what keeps Stratos optimistic about the future. Tune is for a great discussion about how Rennick and Stratos approach the market! Stratos: Site: https://www.stratos.xyz/ X (Twitter): https://twitter.com/StratosXYZ Rennick: https://twitter.com/RennickPalley Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:48 Overview of Stratos 03:09 What problem does Stratos solve for LPs? 05:12 The vast majority of cryptoasset value consists of L1 & L2 tokens – what are the implications for investors? 10:56 “Monetary premium” and its significance in valuing L1 blockchains 16:59 The function of revenue in a L1 network – economic balance 19:36 Positive economic balance is not a strict requirement for monetary premium 21:30 Country theory of L1s 25:09 Blockspace purchasing power parity 28:09 Real vs. speculative intrinsic value 30:43 Why is achieving sustainability so challenging for L1s? 35:09 Sovereignty of money comes with existing outside purely financial metrics 36:41 Fat protocol thesis: what changes as we move towards more modular architectures? 42:45 Where does value accrue when competition increases at the app layer? 45:09 How will dApps creating application-specific rollups affect value accrual? 47:47 How do the above valuation methodologies adapt from L1s to L2s? 51:46 Envisioning the future of value accrual for L2 tokens 53:36 Why it’s so easy for someone coming from tradfi to middle-curve crypto? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Stratos #Fundamentals #Blockchain #Crypto #tokenterminal…
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1 MultiversX – Mass adoption, security, sharding, EGLD, xDay, and more | Fundamentals ep.73 1:03:06
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Play Later Play Later Lists Like LikedIn this episode we’re joined by Benjamin Mincu, the Founder and CEO of MultiversX – a Layer 1 blockchain, designed from scratch to bring a 1000-fold cumulative improvement in throughput and execution speed. To achieve this, MultiversX introduces two key innovations: a novel adaptive state sharding mechanism, and a secure proof of stake algorithm, enabling linear scalability with a fast, efficient, and secure consensus mechanism. We discuss how MultiversX works, and what sets it apart from other blockchains on the market. We speak about the innovations behind achieving high transaction throughput, ensuring safety via an onchain 2FA mechanism, the effects of having tokens embedded into the protocol, and how the xPortal wallet and super app fit into the grande vision for MultiversX. We then break down MultiversX’s current app, developer, and user landscapes - and speak about the upcoming xDay conference and hackathon, and how they aim to bridge the gap between builders and decision makers. Read more about the xDay conference and hackathon here: https://xday.com/ Finally, we speak about MultiversX’s economic model, the EGLD token, what the best metrics are to track the adoption of a blockchain network, and what economic sustainability means. Tune in for a great discussion about MultiversX, and tackling the problems that are critical for mass adoption. MultiversX. Site: https://multiversx.com/ X (Twitter): https://twitter.com/MultiversX Beniamin: https://twitter.com/beniaminmincu Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:47 MultiversX's core value proposition 04:48 The main optimizations that MultiversX has focused on 06:55 Implementing state, network, and transaction sharding all at once 10:24 What will blockchain do for the internet? 14:44 Onchain two-factor authentication (2FA) 18:28 The challenges with implementing 2FA in crypto 21:12 xPortal – The portal to everything finance 28:02 The benefits of having tokens embedded into the protocol 29:45 The core contributors behind the development of MultiversX 31:57 Current app and developer landscape 36:10 Current userbase 39:47 The xDay conference and xDay hackathon 44:48 The renaissance of European ambition 47:21 MultiversX's economic model 50:45 Economic sustainability 52:21 Best metrics to measure and value a blockchain 54:41 Current challenges related to growth 58:29 What's next for MultiversX? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. This episode is sponsored by MultiversX. #MultiversX #Fundamentals #EGLD #Blockchain #Crypto #tokenterminal…
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1 Maven 11 – Value capture, modular blockchains, due diligence, good tech vs. good business | ep.72 43:08
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Play Later Play Later Lists Like LikedIn this episode of the Fundamentals podcast, we’re joined by Mathijs van Esch, who is an associate partner at Maven 11 – a crypto-native fund that partners with brave outliers challenging the status quo by redefining ownership. We discuss Maven 11, their investment strategy, and how they approach the market. The characteristics of crypto that make it an attractive asset class, and how Maven 11 analyses projects within the space. We speak about value capture and how it should be assessed, the most important KPIs in crypto, evaluating long-term sustainability, and distinguishing between projects that are great technologies versus those that are great investments. We break down Maven 11’s approach to investing in the blockchain market sector, and dive into the details of their thesis on modular blockchains. Finally, we walk through some case examples from Maven 11’s portfolio, speak about how Maven supports the projects they invest in, discuss managing risks, and the biggest challenges that funds face in the space today. Tune is for a great discussion about how Mathijs and Maven 11 approach the market. Maven 11: https://www.maven11.com/ Mathijs on X (Twitter): https://twitter.com/MathijsvEsch Maven 11 on X (Twitter): https://twitter.com/Maven11Capital Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:29 Overview of Maven 11 02:31 What problem does Maven 11 solve for LPs? 03:38 What characteristics make crypto interesting as an asset class? 04:39 Backing founders that are redefining ownership 05:35 Investment discovery process 08:08 What market sectors does Maven 11 focus on? 09:20 Due diligence and decision-making 11:27 What role does data play in the investment process? 12:56 The utility of airdrops 14:01 What KPIs stand out when analyzing projects? 15:26 Red flags from an investors point of view 17:49 Great technologies vs. great investments 20:34 Assessing value capture 22:39 Public goods from an investors point of view 23:41 Modular blockchains: what and why? 25:53 Maven 11’s modular blockchain thesis 27:51 Will all chains evolve towards more modular designs? 29:54 Developments that stand out in the modular blockchains space 32:46 Case from Maven11’s portfolio: Maple Finance 34:01 Case from Maven11’s portfolio: Astria 35:38 What kind of support from investors is in highest demand for early stage crypto projects? 38:31 Risk management 39:39 Challenges that funds face in crypto today 41:06 Current macro sentiment … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Maven11 #Fundamentals #Blockchain #Crypto #tokenterminal…
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