Token Terminal: Recent Episodes
Token Terminal
Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects.
In this episode, we’re joined by David Han, Institutional Research Analyst at Coinbase, to discuss the latest market trends, onchain developments, and David's journey into the crypto space. Our conversation covers the purpose of Coinbase’s research team, the state of onchain analysis, and more specifically how important access to verifiable onchain 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 🙌
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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
In this episode, we’re joined by Steven Goldfeder, Co-Founder and CEO of Offchain Labs, the team behind Arbitrum. We discuss the launch of Arbitrum Stylus, which significantly broadens the blockchain developer ecosystem by enabling the creation of smart contracts in programming languages that compile to WASM, such as Rust, C, C++, and many others.
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 🙌
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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
In this episode, we're joined by Carlos Domingo, Co-Founder and CEO of Securitize – a financial services platform that specializes in the tokenization of real-world assets.
We dive into the world of asset tokenization, starting with Securitize’s journey from its founding to its role today as a leader in the space. We break down our framework for 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/
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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
In this episode, we’re joined by Jamie Coutts, Chief Crypto Analyst at Real Vision – a financial knowledge and education platform founded in 2014. They share honest financial insights from the smartest industry experts, along with time-efficient market tools, an AI concierge, charting, note-taking, and access to a powerful community of like-minded 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
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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
In this episode, we're joined by Sandeep Nailwal and Marc Boiron from Polygon. We discuss the notion of prediction markets and their increasing relevance in the crypto space, driven by the success of Polymarket. We then focus on both the technological and economic aspects of the evolving blockchain landscape, highlighting AggLayer, Polygon’s 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:
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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
In this episode, we’re joined by Cosmo Jiang, Portfolio Manager at Pantera Capital to discuss the details behind Pantera’s largest investment ever, into The Open Network – or TON – the Layer 1 network originally designed by Telegram.
We speak about Pantera's long-term approach to fundamentals-based investing, and walk through their typical deal 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 🙌
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► https://www.tokenterminal.com/
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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
In this episode of the Fundamentals Podcast, we’re joined by Zach Pandl, the Head of Research at Grayscale. Zach talks about his career transition from Wall Street to the crypto industry, the compelling reasons behind his move, and his role at Grayscale.
Zach outlines the potential of digital assets, driven by large addressable markets, network 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:
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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
In this episode, we're joined by Unique Divine – Co-Founder and CEO of Nibiru Chain – to dive into the general-purpose L1 blockchain featuring superior throughput potentially exceeding 40k TPS. The discussion covers its core value propositions, including the use of WASM smart contracts, the upcoming high-performance EVM execution layer, and 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/
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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
In this episode, we’re joined by Christopher Jensen, Director of Digital Asset Research at Franklin Templeton.
We speak about Franklin Templeton's fundamentals-driven approach to digital asset investments research, and internal analysis to understand protocols, tokens, and value accrual. Our conversation also touches on client demand, institutional 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:
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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
In this episode, we’re joined by Jesse Pollak, the Creator of Base. Our conversation dives into the details behind moving Coinbase onchain, building Base as a ‘company within a company’, and combining the strengths of Coinbase and Optimism to create a global onchain economy.
We speak about Base’s lean and engineering-driven team structure, the 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:
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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
Our recent conversation with Matthew Sigel, Head of Digital Assets Research at VanEck, covers the state of Bitcoin ETFs, the growth of the broader Bitcoin ecosystem, understanding value accrual, differences in VanEck’s valuation models for Ethereum and Solana, the pros and cons of onchain data, key line items in blockchain P&Ls, and more.
VanEck is 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 🙌
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► https://www.tokenterminal.com/
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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
In this episode of the Fundamentals podcast, we’re joined by Ryan Rasmussen, Senior Crypto Research Analyst at Bitwise – The world's largest crypto index fund manager. Make sure to leave a comment if you have any questions 🙌12 Real-World Stories of How Millions of People Are Using Crypto Services Today: https://bitwiseinvestments.com/crypto-market-insights/crypto-use-cases-12-real-world-stories-2024The Year Ahead: 10 Crypto Predictions for 2024: https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2024Bitwise: https://bitwiseinvestments.com/Bitwise on X: https://twitter.com/BitwiseInvestRyan 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 Introduction00:42 What is Bitwise? 01:40 Overview of Bitwise’s product suite03:12 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 crypto12:34 How financial advisors operate, and how it affects crypto allocations14:01 Explaining the differences between BTC and ETH as investment assets19:10 Thoughts on the potential Ethereum ETF22:10 How is Bitwise educating investors and advisors in practice? 27:21 The role of onchain data in education30:40 Current crypto use cases that Ryan finds most interesting38:25 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
Tune in as Bloomberg and onchain data provider Token Terminal explore the relatively uncharted territory of onchain data. The team will talk about the sources and interpretation of this emerging form of financial data, it's unique characteristics, and how it fits into investor analysis.Participants can expect to depart the 30-minute webinar with a 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, BloombergWith 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 TerminalAs 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
In 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/PrimordialAAMake 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 Introduction00:18 Pudgy Penguins02:30 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 Labs29:43 LayerZero's economic model31:28 Value accrual32:31 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 status43:28 Current growth drivers and challenges44:42 A protocol needs to be opinionated47:15 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
In 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 Introduction00:30 The core problem that Tezos set out to solve01:48 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 TPS05:19 Current technical bottlenecks – building a Data Availability Layer (DAL) for Tezos07:00 Difference between Celestia DA and Tezos DAL10:03 How the DAL affects user experience11:37 Tezos' core strengths in the blockchain market13:14 The main challenges facing Tezos today15:30 What could be the catalyst for increased traction on Tezos?19:00 The top dApps on Tezos today21:50 Tradeoffs in blockchain design24:07 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 model30:25 Ensuring long-term sustainability33:30 Quantifying the effectiveness of a store of value asset36:30 The daily active users (DAU) metric39:30 Growth plan: Focus areas going forward42:02 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
In 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/JustDeauItThe DeFi report: https://thedefireport.io/#newsletterToken Terminal: https://tokenterminal.com/terminalMake 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 Introduction02:17 Key findings from the zkSync research report06:05 User activity across different blockchains09:17 Deep dive into the trending contracts on zkSync14:38 Comparing DEX activity across L2s17:46 Cohort analysis: User retention across L2s20:53 The effect of airdrops on user retention and network growth24:44 Bootstrapping growth with native yield: Yield-bearing L2s28:47 How Celestia DA affects value accrual across the modular blockchain stack31:47 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
In 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/superanonymouskManta on X: https://twitter.com/mantanetworkNew Paradigm: https://newparadigm.manta.network/aboutManta Pacific on Token Terminal: https://tokenterminal.com/terminal/projects/mantaMake 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 Introduction01:57 Overview of Manta Network02:23 The core problems that Manta Pacific aims to solve05:03 Overview of Manta Pacific’s modular tech stack08:00 The benefits of using Celestia for modular DA10:52 How does Manta Pacific address the specific needs of ZK applications?14:26 Examples of ZK use cases that benefit end users17:46 The modular vs. monolithic debate – why is modularity better?24:13 Introduction to New Paradigm: a yield-bearing L227:54 “It’s time to ditch other L2s”29:38 Crypto as the enabler of a borderless global economy34:16 Manta Pacific’s economic model37:11 Value accrual38:50 The role of the MANTA token40:00 Reflecting on Manta’s recent funding round44:29 The team behind Manta Network45:29 The metrics and KPIs Manta uses to measure success47:10 Current challenges49:23 Performance review of Manta Pacific’s first three months on mainnet52:09 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
In 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-fundamentalMarketVector™ Token Terminal Fundamental Cap-Weighted Strategy Index: https://www.marketvector.com/indexes/digital-assets/marketvector-token-terminal-fundamental-cap-weighted-strategyMartin 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/mleinweber2MarkertVector on X: https://twitter.com/MarketVector
Mastering Crypto Assets: https://www.amazon.com/Mastering-Crypto-Assets-Investing-Ethereum/dp/1394205392Make 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 Introduction02:44 Overview of MarketVector03:39 MarketVector’s journey in the digital asset space06:28 The process of developing an index product10:35 MarketVector’s current strategy for digital asset indexing12:11 The current customer base for digital asset indexes15:06 Why a fundamentals based index is important for the space17:47 Overview of The MarketVector Token Terminal Index Suite21:24 Weighting of the Fundamentals Indexes: fundamentals & market cap25:21 Key learnings from backtests27:59 Customizing the indexes with Token Terminal’s onchain data30:22 The markets response to the Fundamental index suite31:47 Regional differences in the perception of crypto35:30 The range of opportunities real-time onchain data offers for indexing38:35 MarketVectors expectations for the Fundamentals Index Suite40:07 The challenges that come with real-time onchain data43:03 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
In 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/devinawalshUniswap 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 todayCrypto 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
In 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/EmanAbioSui: https://sui.io/Sui on X: https://twitter.com/SuiNetworkMysten 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 Introduction02:00 The core problem that Sui solves05:20 The technical innovations that Sui introduced to enable unlimited scalability09:27 The state of Sui’s current infrastructure, reaching +270k TPS11:02 Simple transactions vs. special transactions13:47 What is the tradeoff Sui makes to achieve this level of scalability?15:08 Vision for Sui’s future within the blockchain market sector19:26 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 blockchain27:47 Sui’s economic model31:33 Ensuring economic sustainability34:02 Thoughts on value accrual36:01 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 mainnet41:51 Achievements that deserve more attention from the crypto community and media44:06 The role of strategic partnerships in boosting growth46:27 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
In 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/awettermannShima on X (Twitter): https://twitter.com/shimacapitalMake 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
In 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_re7Re7 on X (Twitter): https://twitter.com/Re7CapitalMake 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
In 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/viktorfischerRockawayX on X (Twitter): https://twitter.com/Rockaway_XMake 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 Introduction01:47 Background and overview of RockawayX04:02 RockawayX’s builder-first approach?06:14 The unique position of RockawayX in the market08:20 Examples of RockawayX's investment approach14:03 Differences between modular and monolithic blockchain architectures (investors POV)18:04 Value capture in monolithic chains22:15 RockawayX’s investment thesis for modular blockchains26:29 What makes crypto exciting & why we need more user-focused investments31:04 Value accrual in the modular blockchain stack36:31 What are the best KPIs to measure/value blockchains?39:37 The difference between great technologies vs. great investments42:43 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 today49:50 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
In 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/FantomFDNMichael on X (Twitter): https://twitter.com/michaelfkongMake 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
On 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/ethereuminvestmentframeworkMichael:Linkedin: https://www.linkedin.com/in/michael-austin-nadeauX (Twitter): https://twitter.com/JustDeauItThe DeFi report: https://thedefireport.io/#newsletterEthereum’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/ethereumMake 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 Introduction02:02 Intro to the Ethereum Investment Framework02:56 The inspiration behind the Ethereum Investment Framework05:09 The main components of the investment framework07:47 The evolution of the internet and Ethereum's place in it11:30 How the Ethereum Investment Framework compares to other models in the industry?13:45 The role of data in the investment framework16:24 The influence of economic and financial theories on the framework19:38 How to best utilize the Ethereum Investment Framework22:01 Approaches to valuing Ethereum28:25 Biggest learnings from the process of creating this framework34:21 Future plans for other cryptoasset frameworks38:36 The future of Ethereum and the investment landscape42:00 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
In 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 valueszkSync: https://zksync.io/Matter Labs: https://matter-labs.io/X (Twitter): https://twitter.com/zksyncAlex: https://twitter.com/gluk64_ZkSyncMake 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
In 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/awettermannShima on X (Twitter): https://twitter.com/shimacapitalMake 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 Introduction01:40 Overview of Shima Capital06:49 The evolution of gaming and crypto10:11 The core value proposition of web3 in gaming14:43 The state of on-chain gaming18:42 The challenges of web3 gaming23:56 The future of web3 gaming25:34 The economics of in-game assets in web328:59 Balancing monetization and gameplay in web329:49 Designing games for different types of gamers30:16 The role of monetization in game design31:18 The importance of user retention in gaming32:13 Exploring new archetypes of gamers32:41 Challenges in game development33:16 Trends in the current web3 gaming market33:40 The value of intellectual property in gaming34:07 The potential of on-chain economies and genre mixing35:30 Exploring out of app monetization and progressive web apps37:57 The future of IP licensing and metadata standards39:38 Investing in the gaming stack48:44 The role of data in investment decisions54:46 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
In 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/StratosXYZRennick: https://twitter.com/RennickPalleyMake 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 Introduction01:48 Overview of Stratos03:09 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 blockchains16:59 The function of revenue in a L1 network – economic balance19:36 Positive economic balance is not a strict requirement for monetary premium21:30 Country theory of L1s25:09 Blockspace purchasing power parity28:09 Real vs. speculative intrinsic value30:43 Why is achieving sustainability so challenging for L1s?35:09 Sovereignty of money comes with existing outside purely financial metrics36:41 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 tokens53:36 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
In 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/MultiversXBeniamin: https://twitter.com/beniaminmincuMake 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 Introduction01:47 MultiversX's core value proposition04:48 The main optimizations that MultiversX has focused on06:55 Implementing state, network, and transaction sharding all at once10:24 What will blockchain do for the internet?14:44 Onchain two-factor authentication (2FA)18:28 The challenges with implementing 2FA in crypto21:12 xPortal – The portal to everything finance28:02 The benefits of having tokens embedded into the protocol29:45 The core contributors behind the development of MultiversX31:57 Current app and developer landscape36:10 Current userbase39:47 The xDay conference and xDay hackathon44:48 The renaissance of European ambition47:21 MultiversX's economic model50:45 Economic sustainability52:21 Best metrics to measure and value a blockchain54:41 Current challenges related to growth58:29 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
In 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/MathijsvEschMaven 11 on X (Twitter): https://twitter.com/Maven11CapitalMake 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
In this episode, we’re joined by Jayendra Jog, the Co-founder of Sei – a general purpose, open-source Layer 1 blockchain offering infrastructure optimized for the exchange of digital assets.We discuss what Sei is and what the main optimizations are that they have focused on. We cover the current state of the blockchain market sector, and Sei’s position within it.We discuss striking a balance between efficiency and decentralisation, we walk through Sei’s current developer and user bases, breakdown the importance of EVM compatibility, and as a timely topic cover why Sei would be a suitable option for the specialized backend that MakerDAOs NewChain needs.We also break down Sei’s economic model, what the best metrics are to measure the success of an L1, and much more.Tune in for a great discussion about the fundamentals of Sei, and the broader blockchain market sector.Sei: https://www.sei.io/Docs: https://docs.sei.io/Jay on X (Twitter): https://twitter.com/jayendra_jogSei on X (Twitter): https://twitter.com/SeiNetworkSei Labs on X (Twitter): https://twitter.com/Sei_LabsMake 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 Introduction01:25 Sei’s thesis & core value proposition05:53 The main optimizations that Sei is focused on12:17 Striking a balance between efficiency and decentralization15:01 How is Sei positioned within the blockchain market?18:45 Sei ecosystem: apps and projects20:43 Sei ecosystem: current userbase23:16 Monolithic vs. modular blockchains25:02 What is the importance of EVM-compatibility?27:51 MakerDAO’s NewChain: Why is Sei a better fit compared to EVM?31:21 Core contributors to the development of the Sei blockchain32:23 Economic model: How does Sei accrue value?36:07 Ensuring economic sustainability38:41 Current challenges related to growth40:55 What’s next for Sei?…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.#Sei #Blockchain #Fundamentals #Blockchain #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by Jason Kam, the founder of Folius Ventures – a fund that invests in, evangelizes, and builds web3 initiatives.
We discuss Folius Ventures, their investment strategy, and how they approach the market. We speak about project discovery, due-diligence, decision-making, and the role that data plays in analyzing investment opportunities.
We then move on to speak about Jason’s thoughts on Blur and the NFT market, MakerDAO and his thesis on an MKR trade, and also explore the new hot thing in web3 social, friend tech.
Tune is for a great discussion about how Jason views and analyzes different investment opportunities and market sectors in crypto, and how he leverages his prior tradfi experience to gain an edge in the market.
Jason’s Twitter: https://twitter.com/MapleLeafCap
Folius Ventures: https://www.folius.ventures/ Folius’ Twitter: https://twitter.com/FoliusVentures
Make sure to leave a comment if you have any questions 🙌
📊 Token Terminal platform: ► https://www.tokenterminal.com/
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📱 Follow us on Twitter: ► https://twitter.com/tokenterminal
📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources
Timestamps: 00:00 Introduction 01:40 Folius Ventures: fund overview, strategy, mission 03:37 Investment discovery process 05:28 Due-diligence and decision-making 09:40 What role does data play in the investment process? 12:41 Thesis on BLUR and the NFT marketplace sector 18:34 Competition and the future of the NFT marketplace sector 21:07 How should an investor view the creator royalty debate? 23:54 The MKR trade: is owning MKR akin to having equity in Circle and Tether? 28:31 How actively does Folius Ventures trade vs. buying and holding? 29:55 friend.tech & web3 social – Jason’s thesis 36:58 How does Jason stay up to date with everything going on in 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.
FoliusVentures #Blur #MKR #friendtech #Fundamentals #Crypto #tokenterminal
In this episode of the Fundamentals podcast, we’re joined by Niklas Kunkel, the Founder of Chronicle – an oracle service born out of MakerDAO’s Oracle Core Unit that will be launching publicly in September 2023.
To cover the basics, Oracles are decentralized networks that bridge critical information from the real world to the blockchain.
Chronicle currently provides exclusive support to MakerDAO’s total user deposits of $5.2b, meaning that it has captured a 22% market share of the total value secured by oracles, making it the second largest oracle behind Chainlink.
In this episode with Niklas, we discuss what Chronicle is and the story behind it, how it works, and what sets it apart from other Oracle solutions on the market. We speak about ensuring hyper-scalability and ensuring the security of the protocol after which we cover Chronicle’s business model, quantify the market opportunity at hand, learn about the team behind the protocol, and hear what Niklas thinks will be the biggest drivers and challenges related to growth.
Finally, we speak about how Chronicle’s relationship with MakerDAO will develop going forward, and what we can expect to see coming out of Chronicle Labs over the next few months.
Check out the Chronicle Dashboard: https://chroniclelabs.org/dashboard
Chronicle Labs: https://chroniclelabs.org/ X (Twitter): https://twitter.com/ChronicleLabs Niklas: https://twitter.com/nomos_paradox
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 01:42 Chronicle’s mission 04:10 From MakerDAOs Oracle Core Unit to being the Chronicle Protocol 07:27 Maker-grade quality 08:39 Chronicle’s position within the market & unique selling propositions 14:59 Achieving hyper-scalability with Scribe: a 66% reduction in gas usage 26:09 Chronicle’s approach to building a truly secure protocol 28:26 Chronicle’s business model 31:01 Quantifying market potential 37:56 The team behind Chronicle 40:01 What will Chronicle’s relationship with MakerDAO be like going forward? 42:39 Expected challenges and growth drivers post-launch 45:04 The biggest learnings Niklas has taken away from his time building in crypto 48:24 Upcoming milestones: Scribe, RWAs, and expansion
…
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.
This episode is sponsored by Chronicle Labs.
Chronicle #Oracle #Fundamentals #Blockchain #Crypto #TokenTerminal
In this episode, were joined by Dominic Williams, the Founder and Chief Scientist as DFINITY, a major contributor to the internet computer blockchain.
The Internet Computer is a general-purpose blockchain that hosts canister smart contracts. It is designed to provide a World Computer that can replace traditional IT and host a new generation of Web3 services and applications that run solely from the blockchain, without the need for traditional IT. It can also play the role of Web3 orchestrator, by interacting with traditional blockchains.
In this episode with Dominic, we talk about the big vision behind the Internet Computer, and what the journey has looked like from initial idea to launching mainnet. Dominic walks us through the main technical innovations that have needed to be introduced to enable the vision for a true world computer, and we speak about the compelling real-world use cases that the IC can facilitate, and how adoption has been progressing for some of them.
Over the next hour, we cover the evolution of smart contracts, identity authentication, open internet services, and building tamperproof, autonomous, and sovereign infrastructure.
Tune in for a great discussion about restoring the Internet to its open, innovative, and creative roots.
Internet Computer’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/internetcomputer
DFINITY: https://dfinity.org/ Internet Computer: https://internetcomputer.org/ DFINITY on X (Twitter): https://twitter.com/DFINITY Dominic on X (Twitter): https://twitter.com/dominic_w
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
02:01 Replacing the legacy IT stack
04:38 Building web3 services 100% onchain, instead of on AWS
07:09 The inspiration for building a World Computer
13:12 The problems with legacy IT & rethinking our backend tech platform
14:22 Fulfilling the World Computer vision: Funding, R&D, and attracting talent
18:32 A blockchain that plays the role of cloud 3.0 will always be complex
19:28 Technical innovations: Proof of useful work consensus
22:08 Technical innovations: Chain-key cryptography
24:58 Technical innovations: Reverse gas model
25:19 Technical innovations: Canister smart contract framework
27:04 Technical innovations: How blockchain became a cloud
28:23 Technical innovations: Service Nervous System (SNS) DAO
30:14 Internet Identity
33:39 Building apps on the Internet Computer
34:33 OpenChat
39:35 Chain-key tokens: a cryptography- based replacement for wrapped tokens
41:00 True composability: linking together all blockchains without bridges …
…
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.
InternetComputer #DFINITY #ICP #Crypto #Blockchain #TokenTerminal #Fundamentals
In this episode of the Fundamentals podcast, we’re joined by James and Vincent, the founders of Modular Capital – a crypto investment firm with a fundamental and thesis-driven approach.
In this episode, we discuss Modular Capital, their investment strategy, the underwriting process, and how they work with the projects they invest in.
We discuss what makes crypto interesting, and what the most common misconceptions are that traditional investors have about the asset class. We speak about the pros and cons of liquid venture, the role that data plays as part of the investment process, and walk through some case examples of investments Modular has made. Finally, we discuss what developments James and Vincent are most excited about in crypto right now. Tune in for a great discussion about the fundamentals of crypto.
Modular Capital: Site: https://www.modularcapital.xyz/ Twitter: https://twitter.com/Modular_Capital James: https://twitter.com/jamesjho_ Vincent: https://twitter.com/vincentjow_
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 01:10 First impressions of Base 04:10 James' introduction & background 06:13 Vincent's introduction & background 07:38 Overview of Modular Capital 10:51 The problem that Modular Capital solves for investors 12:10 What makes crypto interesting from an investor's point of view? 17:38 Biggest misconceptions that traditional investors have about crypto 20:36 Traditional vs. liquid venture: pros and cons 25:34 Is liquid venture more resource intensive? 29:28 What do fundamentals mean in crypto? 31:00 Modular Capital's investment underwriting process 33:15 Data's role in the underwriting process & what metrics does Modular focus on 38:03 Case: dYdX 43:47 Case: Across 47:24 How does Modular work with the projects they invest in? 49:40 What trends or market sectors currently stand out? 56:42 The biggest challenges that funds face in crypto 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.Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content.
Fundamentals #ModularCapital #Blockchain #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by Evan Fisher, the founder of Portal Ventures – a fund that is accelerating the protocol economy through business fundamentals.
Portal Ventures identifies and supports crypto businesses that will define the next generation of our economy. They advise on strategy, roadmap, go-to-market, value capture, fundraising, and more.
In this episode with Evan, we discuss Portal Venture, their investment strategy, and how they work with the projects they invest in. We cover what makes crypto interesting, and what the most common misconceptions are that traditional investors have about the asset class.
We also break down the pros and cons of liquid venture, discuss crypto business models, and speak about whether crypto projects are software or marketplace businesses. Finally, Evan shared what he is most excited about in crypto right now. Tune in for a great discussion about the fundamentals of the protocol economy.
Portal Ventures: Site: https://portal.vc/ X (Twitter): https://twitter.com/PortalVentures Evan: https://twitter.com/evanbfish
Explore market sectors, metrics, project dashboards, financial statements, trending contracts, and more: https://tokenterminal.com/terminal
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 00:58 Evan’s introduction & background 02:53 Overview of Portal Ventures 05:12 The problem the Portal Ventures solves for LPs 07:40 Is Ethereum a marketplace or software business? 10:10 The biggest misconceptions that traditional investors have about crypto 13:28 Crypto business models & how does Evan approach valuing early-stage projects that don’t yet have cashflows? 15:27 The pros and cons of liquid venture 18:24 Portal Ventures’ investment underwriting process: sourcing, diligence, decision-making 22:06 What stage does Portal Ventures invest at? 23:25 Does every investment need to be able to theoretically return the fund? 25:30 How does Portal Ventures utilize data? 27:41 How does Portal Ventures work with the projects they invest in? 31:22 The lack of non-technologists in crypto 32:03 Investment case: Blueprint (Concrete) 35:10 What is Evan most excited about in crypto right now? 37:30 The biggest challenge that funds face in this space 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. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content.
Fundamentals #PortalVentures #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by Getty Hill, the Co-Founder of GFX Labs, a multi-faceted blockchain research and development company. GFX Labs operates as both a crypto products studio and an active DAO governance contributor. On the product side, GFX has built various products including Interest Protocol, Web3 Sheets, and most recently the advanced DeFi trading platform Oku Trade which is powered by Uniswap v3. On the governance side of things, which GFX is widely known for, they have an active role in the governance of MakerDAO, Optimism, Uniswap, 0x, and Arbitrum.
We speak about how GFX operates, the current state of DAO governance, and what an ideal DAO could look like. We dive into Uniswap’s fee switch and GFX’s stance on it, and also discuss the onchain borrow-lend market sector, the biggest opportunities and challenges in that space, and much more!
GFX Labs Site: https://gfx.xyz/ Twitter: https://twitter.com/labsGFX
Oku Trade Site: https://oku.trade/ Twitter: https://twitter.com/okutrade
Getty's Twitter: https://twitter.com/getty_hill
Uniswap’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/uniswap Lending market sector on Token Terminal: https://tokenterminal.com/terminal/markets/lending
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 01:06 UniswapX: first impression 03:38 Overview of GFX Labs 04:50 The core problem that GFX Labs solves 06:25 How does GFX Labs fund operations? 10:00 A primer on DAO governance 11:12 Which DAOs stand out as of today? 12:43 How does GFX Labs approach and contribute to DAO governance? 14:15 Current voting power 16:12 Is DAO governance professional enough yet? 19:10 The shortcomings in current DAO governance models 22:12 Is voting power too centralized? 23:17 The Community Proposal Factory (CAP): what and why? 24:48 The problem with Snapshot voting 25:54 The amount of effort that goes into governance proposals 28:23 Uniswap's fee switch 31:02 Why is now the right time to turn on the fee switch? 34:54 Where have previous fee switch proposals fallen short? 36:40 State of the onchain lending market 38:40 Undercollateralized lending in DeFi 41:12 Current opportunities within the lending market sector 42:10 What's next for GFX Labs? Oku Trade
…
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.
GFXLabs #DAO #Crypto #Uniswap #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by H.E. Justin Sun, the Founder of Tron – a layer 1 blockchain.
We discuss Tron’s position within the blockchain market and the core optimizations they have focused on. We also uncover the drivers behind Tron’s market-leading user activity numbers, speak about the network’s impressive traction in emerging markets, what perspective blockchains should be analyzed and valued from, and plans for the future.
TRON’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/tron
Site: https://tron.network/ Twitter: https://twitter.com/trondao Justin: https://twitter.com/justinsuntron
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 01:01 Tron’s core value proposition 01:49 The main optimizations that Tron has focused on 04:12 User activity on Tron (current state & drivers) 07:33 Expanding outside of emerging markets 10:31 What applications are best suited to be built on Tron? 13:00 Valuing blockchains as settlement layers 15:56 What’s next for Tron?
…
Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TRON #TRX #Blockchain #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by Chris Abiaad, the founder of frens capital – a thesis-driven investment fund focused on liquid digital assets. frens capital’s strategy is to make long-only investments based on fundamentals and the core principles of value investing.
We discuss frens capital's investment strategy and what makes web3 interesting from an investor's point of view, and also break down liquid venture and why is it a superior form of investing compared to traditional VC. We cover the differences between web2 and web3 business models and moats, and speak about some 0-1 tech unlocks that could open up the space for mass adoption. Tune in for a great discussion about the fundamentals of value investing in crypto.
frens capital:
Site: https://www.frens.capital/
Twitter: https://twitter.com/frenscapital
Chris: https://twitter.com/Chris__AA
Blur’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/blur
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
04:19 Overview of frens capital
05:36 What do fundamentals mean in crypto?
07:07 The problem that frens capital solves for investors
09:40 Liquid venture vs. traditional venture
12:26 How does frens work with the projects they invest in?
14:00 What makes crypto interesting for investors?
15:33 Web2 vs. Web3 business models & power laws
19:47 Moats in crypto
24:06 Tech unlocks that Chris is excited to see play out
27:15 Market inefficiencies
30:05 Relative valuations
31:07 Deal-sourcing and decision-making
34:35 What metrics does Chris focus on when analyzing projects?
36:02 An investor's point of view on token incentives
38:22 Blur: Developing an investment thesis
42:26 What is Chris most excited about in crypto right now
…
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.
Fundamentals #frenscapital #Blockchain #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by Chris Abiaad, the founder of frens capital – a thesis-driven investment fund focused on liquid digital assets. frens capital’s strategy is to make long-only investments based on fundamentals and the core principles of value investing.
We discuss frens capital's investment strategy and what makes web3 interesting from an investor's point of view, and also break down liquid venture and why is it a superior form of investing compared to traditional VC. We cover the differences between web2 and web3 business models and moats, and speak about some 0-1 tech unlocks that could open up the space for mass adoption. Tune in for a great discussion about the fundamentals of value investing in crypto.
frens capital:
Site: https://www.frens.capital/
Twitter: https://twitter.com/frenscapital
Chris: https://twitter.com/Chris__AA
Blur’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/blur
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
04:19 Overview of frens capital
05:36 What do fundamentals mean in crypto?
07:07 The problem that frens capital solves for investors
09:40 Liquid venture vs. traditional venture
12:26 How does frens work with the projects they invest in?
14:00 What makes crypto interesting for investors?
15:33 Web2 vs. Web3 business models & power laws
19:47 Moats in crypto
24:06 Tech unlocks that Chris is excited to see play out
27:15 Market inefficiencies
30:05 Relative valuations
31:07 Deal-sourcing and decision-making
34:35 What metrics does Chris focus on when analyzing projects?
36:02 An investor's point of view on token incentives
38:22 Blur: Developing an investment thesis
42:26 What is Chris most excited about in crypto right now
…
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.
Fundamentals #frenscapital #Blockchain #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we're joined by Kain Warwick, the founder of Synthetix – a derivatives liquidity protocol providing the backbone for derivatives trading in DeFi.
Synthetix is built on Ethereum and OP Mainnnet. How it works is that synthetic assets, and associated products, are collateralized by stakers via the SNX token, which when locked in a staking contract enables the issuance of synthetic assets, called synths. This pooled collateral model allows users to perform conversions between synths directly with the smart contract, avoiding the need for counterparties.
In this episode with Kain, we discuss the initial vision behind Synthetix and how V3 aims to fulfill this goal, we cover the lessons learned along the way, recap the fundamentals of Synthetix’s economic model and discuss the state of revenues, inflation, SNX staking, and maintaining the general health of the protocol. We also speak about how Synthetix is currently positioned within the market and where they see the biggest opportunities, increasing demand for trading on Synthetix, how the current tech stack will scale, the core contributors behind the project, current drivers and challenges, and more.
Synthetix’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/synthetix
Synthetix: Site: https://synthetix.io/ Twitter: https://twitter.com/synthetix_io Kain: https://twitter.com/kaiynne
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 02:30 The initial vision and goal behind founding Synthetix 03:58 The venture case for Synthetix 06:13 Lessons learned that have led to the development of V3 10:14 How V3 fulfils what Synthetix set out to achieve in the early days 13:45 The effects of evolving into a permissionless liquidity layer 18:24 Synthetix’s economic model 23:07 SNX staking: maintaining the health of the protocol 25:08 SNX staking: encouraging all SNX holders to stake their tokens 27:02 SNX staking: introducing new collateral assets 28:24 Synthetix’s current user base & attracting new traders 30:52 What assets does Synthetix have a competitive edge for? 35:33 Driving adoption: user experience vs. number of assets listed 36:52 Is an optimistic rollup’s performance enough? 39:17 Building liquidity infrastructure and user-facing products in parallell 43:03 The team behind Synthetix 45:56 Kain’s role at Synthetix 48:04 The current state of revenue generated on Synthetix & thoughts on how it will develop 52:04 What metrics and KPIs are best suited to measure/value derivatives exchanges? 55:30 Are token incentives an expense for Synthetix? 59:05 The biggest opportunities for Synthetix in the coming years
…
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.
TokenTerminal #Synthetix #Fundamentals
In this episode of the Fundamentals podcast, I’m joined by Michael Nadeau, a crypto data and research analyst and author of the DeFi report.
In this episode with Michael, we explore how blockchains can be valued, especially from the perspective of more traditional and institutional investors. We discuss the main differences between traditional assets and crypto assets - focusing on L1 blockchains and their native tokens, the role of key metrics in analyzing these projects, we speak about market consensus and the roles of buy and sell-side analysts, the similarities and differences between blockchains and web2 businesses, and how comparisons can be drawn from specific key metrics.
Mike also walks us through several valuation frameworks and how the can be applied to blockchains, and we wrap things up with thoughts on how he sees valuation frameworks developing now that institutions are slowly entering the space.
Michael:
Linkedin: https://www.linkedin.com/in/michael-austin-nadeau
Twitter: https://twitter.com/JustDeauIt
The DeFi report: https://thedefireport.io/#newsletter
VanEck’s Ethereum analysis: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-ethereum-price-target-118k-by-2030/
Ethereum’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/ethereum
Make sure to leave a comment if you have any questions 🙌
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Timestamps:
00:00 Introduction
02:00 Mike’s introduction & background
04:33 The main differences between a traditional asset (stock), and a crypto network (Ethereum)
09:05 The role of key metrics in analyzing assets (crypto vs. tradfi)
13:07 The typical roles and perspectives of buy-side and sell-side analysts
16:42 Conducting due diligence
18:18 Comparing Ethereum to traditional businesses like Apple and Amazon
21:58 Token incentives as a superior capital formation tool
27:25 Valuation methodologies: Robert Greer framework
30:47 Valuation methodologies: DCF analysis
32:21 VanEck’s Ethereum valuation methodology
34:45 Valuation methodologies: TAM analysis
36:25 Blockchains as economies & GDP analysis
38:59 How metrics like L2 take rate, App/Protocol layer take rate, and validator yield effect the value of an L1 blockchain
42:06 Closing thoughts: the future of valuation frameworks for crypto networks & the effects of institutions entering the space
…
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.
TokenTerminal #Blockchains #Ethereum
In this episode of the Fundamentals podcast, I’m joined by Darren Camas and Dimitar Dinev, the Co-Founders of IPOR Protocol. IPOR is a non-custodial exchange for interest rate swaps built on Ethereum.
As a DeFi protocol, IPOR refers to a series of smart contracts that provide a benchmark interest rate and enable users to access Interest Rates Derivatives on the Ethereum blockchain. IPOR is an abbreviation for Inter Protocol Over-block Rate. It derives its name from major indices from traditional finance like the LIBOR - the London Interbank Offered Rate, and the SOFR - Secured Overnight Financing Rate and adapts it to DeFi.
We discuss what IPOR is, how it works, its core value proposition, and its position within the market. Also, we dive into IPOR’s financials, the upcoming v2 of the protocol, the team behind the project, exciting upcoming developments, and more!
IPOR Protocol’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/ipor-protocol
IPOR: Site: https://www.ipor.io/ Twitter: https://twitter.com/ipor_io Darren: https://twitter.com/DarrenCamas Dimitar: https://twitter.com/DimitarDinev7
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
01:51 What is the IPOR Protocol?
04:01 The core problem that IPOR solves
07:32 IPOR's product suite
09:17 Overview of the protocol's architecture
13:14 Why build on Ethereum? How is IPOR thinking about going multichain?
15:29 IPOR V2
22:55 State of the market & IPORs unique selling proposition
26:26 Founding story & the team building IPOR
32:00 Economic and business models
36:05 The IPOR token
38:17 The venture case for IPOR
39:27 Growth drivers & challenges
42:59 IPOR Power Tokens: innovating liquidity mining
45:25 ETH staking rate derivative
…
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.
In this episode of the Fundamentals podcast, I’m joined by Arno Bauer, a Senior Solution Architect at BNB Chain. BNB Chain is a smart contract platform for decentralized applications and is currently the most widely used blockchain.
BNB Chain is made up of an ecosystem of blockchains, comprising of the BNB beacon chain for staking and governance, the BNB smart chain which is an EVM-compatible smart contract settlement layer, zkBNB, a layer 2 zero knowledge scaling solution for developers to build large-scale BSC-based apps, and finally BNB Greenfield for decentralized data storage.
In this episode with Arno, we discuss what the BNB Chain’s core value proposition is, what optimizations they have focused on, and how they are positioned within the market. Also, we cover how blockchains can be valued, how economic sustainability should be addressed, the most exciting things happening on the BNB Chain right now, who the core contributors behind the blockchain are, and more!
BNB Chain’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/binance-smart-chain
BNB Chain: Site: https://www.bnbchain.org Twitter: https://twitter.com/BNBCHAIN
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 BNB Chain’s core value proposition 02:59 The optimizations that BNB Chain has focused on 04:03 The problems that the BNB Chain solves for builders and users 05:30 An ecosystem of blockchains: Beacon Chain, BSC, ZkBNB, Greenfield 08:52 Internal product focus areas: scalability and decentralization 09:53 User activity, composition, and development 13:58 The blockchain market and BNB Chain’s position within it 15:38 Long-term vision for the BNB Chain 17:28 Core contributors behind the BNB Chain 18:43 Economic model 20:27 Economic sustainability 22:13 Value accrual to blockchain networks 23:59 What are the best metrics to measure/value a blockchain? 25:04 Are L1 blockchains economies, businesses, or something else? 28:17 Utility of the BNB token 29:17 Most exciting thing happening in the BNB Chain ecosystem 31:27 Growth drivers and challenges 35:18 Enhancing security in web3 ...
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. 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.'''''
Fundamentals #Blockchain #BNB #BSC #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, I’m joined by Pablo, the Co-Founder of Angle Protocol – a decentralized Euro stablecoin protocol.
In this episode with Pablo, we discuss what Angle is, how it works, its core value proposition, and its position within the market. We also get an overview of Angle’s smart contract infrastructure, how they ensure robust security, the team behind the project, the venture case for Angle - and Euro stablecoins in general - plans for the future, and more!
Angle is a decentralized, capital-efficient, and over-collateralized stablecoin protocol that was launched in November 2021. Their stablecoin, agEURO, is currently the most liquid Euro stablecoin on the market.
Angle’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/angle
Angle: Site: https://www.angle.money/ Twitter: https://twitter.com/AngleProtocol Pablo: https://twitter.com/pablo_veyrat
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 02:50 Angle’s purpose 03:48 Angle’s product suite: agEUR, borrow, leverage, earn 06:54 Overview of Angle’s smart contract architecture 09:16 Angle’s multichain strategy & technical implementation 10:39 The Euro stablecoin market and Angle’s position within it 12:52 Angle’s unique selling proposition 14:02 The team building Angle 15:07 DeFi needs safer building blocks 15:49 Angle’s business model 18:05 The ANGLE token & its purpose 19:02 The venture case for Angle & pitch to investors 20:59 Current growth drivers and challenges 22:46 Smart contract development process & security 24:34 What’s next for Angle?
…
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.
Fundamentals #Angle #Stablecoin #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by Rune Christensen, Co-Founder of MakerDAO – a decentralized stablecoin protocol built on Ethereum, and the first-ever DAO.
Maker recently published their Endgame plan, which is a roadmap for a significant overhaul and improvement to the governance and tokenomics of the Maker Ecosystem. Its primary aim is for the ecosystem to reach a self-sustainable equilibrium called the Endgame State.
In this episode with Rune, the mastermind behind the Endgame plan, we discuss why this overhaul is needed and how it will affect the Maker Ecosystem. We go through the details of the plan's 5 different phases: Unified branding, subDAOs, leveling the playing field for governance, incentivizing participation, and launching a new blockchain.
Tune in to this insightful discussion to learn about how these changes are expected to position Maker for mass adoption and take the innovative concepts crypto has introduced over the years mainstream.
The 5 phases of Endgame: https://forum.makerdao.com/t/the-5-phases-of-endgame/20830
MakerDAO
Site: https://makerdao.com/en/
Twitter: https://twitter.com/MakerDAO
Rune: https://twitter.com/RuneKek
MakerDAOs dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/makerdao
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
01:39 The goals and vision behind the Endgame update
07:28 How does unifying branding contribute to the growth and resilience of Maker?
10:13 Introducing SubDAOs: How will parallelized growth and specialization benefit the ecosystem?
15:40 How do SubDAOs fund operations?
22:02 AI tools to enhance governance processes and level the playing field
30:26 Governance participation incentives
36:52 The rationale for deploying a new blockchain
48:32 How will this roadmap position Maker within the market in the long term?
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.
MakerDAO #Endgame #DeFi #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by John McNiff and Felipe Montealegre, the founders of Theia Blockchain – a fundamentals-driven investment fund that is applying the principles of prudent investing to blockchain.We discuss Theia’s founding story, their investment strategy and underwriting engine, what fundamentals mean in crypto, and the main KPIs that Theia is looking for in potential investments. We also learn about the thesis behind Theia’s investments in GMX, Trader Joe, HoudiniSwap, and more. Also, we discuss the current challenges faced by funds in crypto and the most exciting developments in the market!Theia:Site: https://www.theiablockchain.com/Twitter: https://twitter.com/TheiaResearchGMX’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/gmxGains Network’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/gains-networkTrader Joe’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/trader-joeMake 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 Introduction02:31 Theia’s founding story & overview of the fund05:30 The problem that Theia solves for investors07:17 All-DeFi rule at Theia08:43 Theia’s 3 strategies & how they work with and support portfolio co’s12:02 The possibilities that come with real-time streaming of data13:56 What do fundamentals mean in crypto? 15:34 Crypto projects do generate cash flows for tokenholders17:37 The Theia Underwriting Engine18:55 The Theia Underwriting Engine: Case GMX21:33 Open source = composability for both projects and investors22:57 What does Theia look for in potential investments?28:04 Investment thesis: Trader Joe29:15 Investment thesis: gTrade (Gains Network)30:27 Focus on DeFi and cash flows32:47 Bottom-up approach to the market33:56 Challenges that funds face in crypto: Getting reliable data35:36 Challenges that funds face in crypto: Regulatory overhang36:34 Challenges that funds face in crypto: Risk management38:34 What it requires to be a fundamental investor in crypto39:25 What are John and Felipe most excited about in crypto right now?…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. 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.#Fundamentals #Theia #Blockchain #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by Shawn Tabrizi, Lead Developer at Polkadot. Polkadot is the first fully-sharded blockchain, i.e. it is a multi-chain environment. Polkadot enables scalability by allowing specialized blockchains to communicate with each other in a secure, trust-free environment.In our interview with Shawn, we discuss Polkadot’s core value proposition, the main optimizations they have focused on, the concepts of shared security, interoperability, and unstoppability, Polkadot’s economic model, how to value the utility of a blockchain network’s native token, current growth drivers and challenges, plans for the future, and more!Polkadot’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/polkadotPolkadotSite: https://polkadot.network/Twitter: https://twitter.com/PolkadotShawn: https://twitter.com/shawntabriziMake 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
00:59 Polkadot’s core value proposition
02:17 The optimizations Polkadot has focused on
04:25 The problem that Polkadot solves for blockchain developers
08:55 The bet against blockchain maximalism
11:52 Building an unstoppable blockchain ecosystem
17:10 What is best suited to be built on Polkadot
20:02 The current Parachain landscape
21:20 The Substrate blockchain development framework
23:42 Polkadot's core contributors
28:04 Polkadot's economic model
32:18 What role do fees and revenue play in a blockchain's value accrual
35:27 What are the best metrics to measure/value a blockchain?
35:27 Quantifying the utility of a blockchain's native token
38:27 Current challenges
43:37 Growth drivers
43:16 What's next for Polkadot?Crypto redefines the way businesses are built and operated.Token Terminal gives you the tools to evaluate and track the most promising projects.The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.#Polkadot #DOT #Blockchain #Crypto #TokenTerminal
In this episode of the Fundamentals podcast, we’re joined by Greg Skril, a core contributor at Ethereum Name Service (ENS). ENS is a distributed, open, and extensible naming system based on the Ethereum blockchain.ENS’s job is to map human-readable names like ‘alice.eth’ to machine-readable identifiers such as Ethereum addresses, other cryptocurrency addresses, content hashes, and metadata.In our interview with Greg, we discuss the core problem that ENS solves, how ENS supports existing internet infrastructure by crypto-enabling DNS names, how ENS names can exist offchain, and their current main use cases. We also discuss the main updates that were introduced with ENS v3, break down the ENS protocol’s most important smart contracts, the DAO and its business model, growth drivers and challenges, plans for the future, and more!ENS’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/ethereum-name-serviceENSSite: https://ens.domains/Twitter: https://twitter.com/ensdomainsGreg: https://twitter.com/gregskrilMake 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 Introduction01:12 The purpose of ENS02:07 ENS is more than .eth03:00 Crypto-enabling DNS names04:11 Most common use cases for ENS today05:27 Offchain ENS names10:23 ENS v312:29 Overview of ENS’s most important smart contracts 14:03 The market and ENS’s position within it15:48 Business model & revenue streams19:13 The ENS token19:45 Growth drivers and challenges21:35 Most exciting things happening in the ENS ecosystem23:09 The contributors behind ENS24:53 The end state of ENS25:21 What's next for ENS?Crypto redefines the way businesses are built and operated.Token Terminal gives you the tools to evaluate and track the most promising projects.The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.#ENS #Ethereum #DeFi #Crypto #TokenTerminal
Scoopy Trooples, Co-Founder of Alchemix, joined us for an episode to discuss what Alchemix is and how it works, the protocol’s use cases, target customer profile, economic and business models, current growth drivers and challenges, the most exciting things coming up, the team behind the project, and more!Alchemix’s dashboard: https://tokenterminal.com/terminal/projects/alchemix-financeAlchemixSite: https://alchemix.fi/Twitter: https://twitter.com/AlchemixFiScoopy: https://twitter.com/scupytrooplesMake 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 Introduction02:12 The problem that Alchemix solves02:53 Technical overview of the protocol07:45 Most common use cases for Alchemix09:40 Who is the target customer?10:37 Economic and business models15:09 The ALCX token16:50 Biggest growth drivers and challenges18:02 The team behind Alchemix19:56 What's next for Alchemix?Crypto redefines the way businesses are built and operated.Token Terminal gives you the tools to evaluate and track the most promising projects.The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.#Alchemix #DeFi #Crypto #TokenTerminal
Merlin Egalite, Co-Founder of Morpho – a lending pool optimizer that operates a peer-to-peer layer built on top of lending pools such as Compound and Aave – joined us for an interview to dive into the details behind Morpho-Aave V3, and the teams approach to building a truly secure protocol. Tune in to learn about the new features that come with Morpho-Aave V3, the details behind Morpho’s smart contract development process, and how the team is ensuring the technical, operational, and economic safety of the protocol.The previous episode with Morpho: https://youtu.be/ClHYrqdACDgMorpho’s dashboard: https://tokenterminal.com/terminal/projects/morphoMorpho: https://www.morpho.xyz/Twitter: https://twitter.com/MorphoLabsPaul’s Twitter: https://twitter.com/PaulFrambotMake 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 Introduction01:12 The past few months at Morpho01:58 Integrations driving growth02:46 Morpho-AaveV303:23 New features introduced with Morpho-AaveV306:20 How do AaveV3's supply- and borrow caps affect Morpho?08:42 Overview of Morpho-AaveV3's smart contract infrastructure10:10 What security means in crypto, and why it's so important11:23 Internal security measures & the process for developing new contracts13:46 Stakeholders involved in the contract development process15:34 Operational- and cyber-security17:50 Aligning the economic incentives for all stakeholders18:52 Morpho's security budget & expenditure19:51 Morpho's position within the contract design space21:36 What's next for Morpho?Crypto redefines the way businesses are built and operated.Token Terminal gives you the tools to evaluate and track the most promising projects.The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.#Morpho #Crypto #TokenTerminal #Investing #Finance
Anatoly Yakovenko, Co-Founder of Solana, joined us for an episode to discuss what Solana’s core value proposition is, the optimizations Solana has focused on, and how they are positioned within a multi-chain ecosystem. Also, we cover how blockchains can be valued, how economic sustainability should be addressed, the most exciting things happening on Solana right now, who the core contributors behind the blockchain are, and more!Solana’s dashboard: https://tokenterminal.com/terminal/projects/solanaSolanaSite: https://solana.com/Twitter: https://twitter.com/solanaAnatoly: https://twitter.com/aeyakovenkoMake 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 Introduction01:52 Solana’s core value propositions03:37 Optimizations compared to previously launched blockchains08:05 Solana’s position in the multichain blockchain landscape11:22 The end game for Solana14:22 What applications are best suited to be built on Solana? 19:21 The teams that contribute to the core development of the Solana blockchain20:55 Economic sustainability24:58 Solana as a venture-backed business26:52 Are blockchains businesses?29:42 What are the best metrics to measure/value a blockchain?31:25 Solana Mobile36:05 Current growth drivers39:11 What’s next for Solana?Crypto redefines the way businesses are built and operated.Token Terminal gives you the tools to evaluate and track the most promising projects.The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.#Solana #Blockchain #Crypto #TokenTerminal
Wouter Kampmann, Co-Founder at MakerDAO Sustainable Ecosystem Scaling (SES) – a Core Unit that focuses on sustainably growing the Maker Protocol’s moats by removing barriers between decentralized workforce, capital, and work – joined us for an episode to discuss the basics of Maker and the SES Core Unit. In this episode we cover how Maker is structured as an on-chain organization and break down the current state of its operations, after which we dive into the details behind the MakerDAO ecosystem performance dashboard; we discuss the purpose of the dashboard, the roles of different Core Units, different levels of expense reporting, how budgets are determined, and more.The MakerDAO expenses dashboard: https://expenses.makerdao.network/MakerDAO SESSite: https://ses.makerdao.network/Twitter: https://twitter.com/MakerDAO_SESWouter: https://twitter.com/wkampmannMakerDAO’s dashboard on Token Terminal: https://tokenterminal.com/terminalMake 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 Introduction00:55 MakerDAO and the DAI stablecoin03:03 What are Core Units?03:33 The Sustainable Ecosystem Scaling Core Unit04:40 The expenses dashboard & its purpose07:05 How is MakerDAO structured as an on-chain organization?09:42 Overview of the different Core Units & what they do12:45 How are the budgets for Core Units determined?15:30 How have budgets and headcount developed over time?17:06 Overview of Core Unit expense reports19:42 Forecast & MKR Vesting -tabs21:20 Auditor cycle – quality control and auditing of expense reports24:40 What’s next for MakerDAO?Crypto redefines the way businesses are built and operated.Token Terminal gives you the tools to evaluate and track the most promising projects.The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.#MakerDAO #DAI #DeFi #Crypto #TokenTerminal
Tyson, CTO & Co-Founder of Zora, joined us for an episode the discuss what Zora is, how it works, the state of the NFT market, current growth drivers and challenges, plans for the future, and more. Zora is a non-custodial NFT protocol built on Ethereum that makes it easy for creators and collectors to experience and express creativity and imagination on-chain.
Zora's dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/zora
Zora: https://zora.co/
Twitter: https://twitter.com/ourZORA
Tyson: https://twitter.com/tbtstl
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
01:42 The core pain-points that Zora solves for creators and collectors
03:20 Overview of Zora’s product: Protocol & platform
04:05 Most common use-cases for Zora today
05:04 State of the NFT market & Zora’s position within it
06:38 Analyzing the market potential for Zora
07:39 The role of partnerships on Zora: Case “Base, introduced”
09:02 Current growth drivers & challenges
10:54 Technical overview of how Zora works
13:18 Economic and business models
14:06 The team behind Zora
15:10 What’s next for Zora?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Zora #NFT #crypto #DeFi #TokenTerminal
Murloc from Trader Joe joined us for another episode of 15-minute fundamentals to discuss the basics of Trader Joe, its mission, how it works, current growth drivers, expanding to new chains, the protocol’s economic model, and more. Trader Joe is a non-custodial exchange protocol built on Avalanche, Arbitrum, and the BNB Chain.
Trader Joe’s dashboard: https://tokenterminal.com/terminal/projects/trader-joe
Trader Joe: https://traderjoexyz.com/
Twitter: https://twitter.com/traderjoe_xyz
Murloc: https://twitter.com/0xmurloc
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:Timestamps:
00:00 Introduction
02:50 Trader Joe’s mission
05:13 Overview of Trader Joe’s core products
07:37 Process for choosing the ecosystems to build in
09:40 The market and Trader Joe’s position within it
11:43 Analyzing market potential
13:00 Current growth drivers
18:55 Technical overview of Liquidity Book
22:20 Economic and business models
24:39 The JOE token
26:41 The team building Trader Joe
27:24 What’s next for Trader Joe?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TraderJoe #DeFi #TokenTerminal
Mike Silagadze, Founder & CEO of ether.fi joined us for another episode of 15-minute fundamentals to discuss the basics of ether.fi, how it works, its position whiting the staking market, current opportunities and challenges, the team behind the projects, what effects the Shanghai upgrade might have, plans for the future, and more. Ether.fi is a non-custodial delegated staking protocol.
Ether.fi’s dashboard: https://tokenterminal.com/terminal/projects/etherfi
ether.fi: https://ether.fi/
Twitter: https://twitter.com/ether_fi
Mike: https://twitter.com/MikeSilagadze
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:
Timestamps:
00:00 Introduction
02:08 What problem does ether.fi solve?
04:14 Overview of ether.fi’s product
07:28 Technical breakdown of staking & the ether.fi protocol
11:50 Ether.fi’s current users and target audience
13:23 Economic and business model
15:03 Current state of the staking market (opportunities and risks)
17:58 Growth drivers and challenges
19:22 The team building ether.fi
20:01 What’s next for ether.fi?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
etherfi #ethereum #staking #DeFi #TokenTerminal
Gauntlet is a financial modelling platform that uses battle-tested techniques from the algorithmic trading industry to inform on-chain protocol management.Nick Cannon joined us for an episode to cover the basics of Gauntlet, the core problem that Gauntlet has set out to solve, core products and how they work under the hood, what Gauntlet’s work with different protocols and DAOs looks like in practice, current growth drivers and challenges, plans for the future, and more!Gauntlet: https://gauntlet.network/Nick: https://twitter.com/inkymazeMake 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
01:07 Gauntlet’s mission
01:55 What pain-points does Gauntlet solve for protocols and DAOs?
03:07 Overview of Gauntlet’s core product
03:30 How does Gauntlet work with DAOs in practice?
05:46 Case example: How does Gauntlet work with Aave?
07:34 Helping DAOs maintain sustainable business models
09:03 How does Gauntlet work under the hood?
13:52 Analyzing the market opportunity for Gauntlet
16:31 How does Gauntlet make money?
17:19 Current growth drivers and challenges
18:30 The team building Gauntlet
19:34 What’s next for Gauntlet?Crypto redefines the way businesses are built and operated.Token Terminal gives you the tools to evaluate and track the most promising projects.#TokenTerminal #Gauntlet #DeFi #crypto
Jamie Holmes from Perpetual Protocol joined us for another episode of 15-minute fundamentals to discuss the past few months at Perp, current growth drivers and challenges, new products and markets, ensuring security, and more. Perpetual Protocol is an on-chain perpetual futures DEX built on Optimism, with deep liquidity and builder-ready composability.
https://tokenterminal.com/terminal/projects/perpetual-protocol
Perpetual Protocol: https://perp.com/
Twitter: https://twitter.com/perpprotocol
Jamie: https://twitter.com/JHolme5
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
01:39 Recap of the past few months at Perpetual Protocol
03:54 Drivers behind current momentum
05:05 Lazy River 2.0 – introduction of fee sharing
06:28 Overview of Lazy River’s smart contracts
08:07 Hot Tub vaults
08:27 The problem that Hot Tub vaults solve
08:55 Overview of Hot Tub’s smart contracts
11:05 Ensuring security – smart contract development process
12:26 The market and Perpetual Protocol’s position within it
14:29 Growth drivers and challenges
19:02 What’s next for Perpetual Protocol?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
PerpetualProtocol #PERP #Crypto #DeFi #TokenTerminal
Mike Griffith & Matt Losquadro, core contributors at Synthetix – a derivatives liquidity protocol – joined us for an episode to discuss the basics of the protocol, how it works, Synthetix V3, the market, what makes Synthetix unique, current growth drivers and challenges, economic model, plans for the future, and more.
Synthetix’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/synthetix
Synthetix
Site: https://synthetix.io/
Twitter: https://twitter.com/synthetix_io
Mike: https://twitter.com/MikeGriff11
Matt: https://twitter.com/MattLosquadro
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 & what is Synthetix
02:52 What is Synthetix’s purpose?
04:35 Core products & their features
07:39 Innovations and smart contract infrastructure
10:15 The market & Synthetix’s position within it
12:50 Synthetix V3
15:08 Analyzing the market opportunity
17:22 Economic and business models
18:46 Growth drivers and challenges
21:07 Core contributors at Synthetix
23:18 The SNX token
24:12 What’s next for Synthetix?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Synthetix #Crypto #DeFi #TokenTerminal
Andriy Velykyy, Co-Founder of Allbridge – a cross-chain bridge between EVM and non-EVM compatible blockchains – joined us for an episode to discuss the basics of the protocol, how it works, the bridge market, what makes Allbridge unique, current growth drivers and challenges, economic model, plans for the future, and more.
Allbridge’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/allbridge
Allbridge
Site: https://allbridge.io/
Twitter: https://twitter.com/Allbridge_io
Andriy: https://twitter.com/avelykyy
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 & what is Allbridge
02:30 What is Allbridge’s purpose?
03:48 Core products & their features (Classic & Core)
07:27 The bridge market & Allbridge’s position within it
12:08 Analyzing the market opportunity
13:50 Technical breakdown of Allbridge Core
16:51 Economic and business models
21:47 Growth drivers and challenges
24:42 Approach to ensuring the technical security of the protocol
26:41 The team behind Allbridge
27:31 Allbridge BaaS
28:18 Cross-chain privacy
29:37 What’s next for Allbridge?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Allbridge #TokenTerminal #crypto #defi #bridge
Chef Mochi, Head Chef at PancakeSwap – a multichain all-in-one DeFi hub – joined us for an episode to discuss the basics of PancakeSwap, how it works, the market, what makes PancakeSwap unique, expanding to new chains, current growth drivers and challenges, economic model, the CAKE token, plans for the future, and more.
PancakeSwap’s dashboard: https://tokenterminal.com/terminal/projects/pancakeswap
PancakeSwap:
Site: https://pancakeswap.finance/
Twitter: https://twitter.com/PancakeSwap
Chef Mochi: https://twitter.com/chef_mochi
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
00:42 What is PancakeSwap?
02:52 What problem does PancakeSwap solve?
03:38 Core products and their features
05:37 The market & how PancakeSwap is positioned within it
07:50 Analyzing market potential
09:17 Launching PancakeSwap on Ethereum
11:39 Main differences in building on BNB Chain vs. Ethereum
12:37 Approach to capturing market share on new chains
13:49 The team behind PancakeSwap
15:18 Overview of the economic model & stakeholders involved
16:19 Growth drivers & challenges
17:28 The CAKE token & incentives
18:39 What’s next for PancakeSwap?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
PancakeSwap #DeFi #TokenTerminal
Anna from Metavault.Trade – a decentralized spot & perpetual exchange – joined us for an episode to discuss the basics of Metavault, how it works, the exchange market, what makes Metavault unique, current growth drivers and challenges, economic model, plans for the future, and more.
Metavault’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/metavault-trade
Metavault.Trade:
Site: https://metavault.trade/
Twitter: https://twitter.com/MetavaultTRADE
Anna: https://twitter.com/0xAnna0
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 & what is Metavault.Trade
02:35 What is Metavault’s purpose?
03:40 Core products & their features
05:23 Smart contract infrastructure
06:06 The derivatives market & Metavault’s position within it
08:33 Analyzing the market opportunity
09:36 The team behind Metavault
11:12 Economic and business models
12:07 Growth drivers and challenges
14:04 Current biz dev focus areas
14:55 Overview of MVX, MVLP, and MVD & token incentives
15:33 What’s next for Metavault.Trade?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
MetavaultTrade #MetaVault #Crypto #DeFi #TokenTerminal
A.J. Warner, Chief Strategy Officer at Offchain Labs, the team behind Arbitrum – a Layer 2 smart contract platform for decentralized applications on Ethereum – joined us for an episode to discuss the basics of Arbitrum, how it works, the scaling solution market, what makes Arbitrum unique, current growth drivers and challenges, economic model, plans for the future, and more.
Arbitrum’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/arbitrum
Arbitrum:
Site: https://arbitrum.io/
Twitter: https://twitter.com/arbitrum
A.J.: https://twitter.com/ajwarner90
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 & what is Arbitrum
04:12 The scaling solution market & how Arbitrum is positioned within it
08:30 Arbitrum Nova and its use-cases
10:10 How is Nova different from a typical sidechain?
13:12 Arbitrum One’s smart contract infrastructure
17:56 Arbitrum’s economic model
18:46 The team behind Arbitrum
20:37 The drivers behind recent momentum
21:58 Flipping Ethereum in daily transaction count
22:39 Network throughput and capacity
24:38 Challenges to tackle
25:05 What’s next for Arbitrum?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Arbitrum #Ethereum #Crypto #TokenTerminal
Coinflipcanada, a core contributor at GMX – non-custodial exchange for spot and perpetual contracts built on Arbitrum and Avalanche – joined us for an episode to discuss the basics of GMX, how it works, the exchange market, what makes GMX unique, current growth drivers and challenges, economic model, the GX and GLP tokens, plans for the future, and more.
The GMX dashboard: https://tokenterminal.com/terminal/projects/gmx
Site: https://gmx.io/#/
Twitter: https://twitter.com/GMX_IO
Coinflipcanada: https://twitter.com/coinflipcanada
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 What is GMX?
02:52 How does the GMX exchange work?
04:55 The exchange market & how GMX is positioned within it
07:10 Overview of the economic model & stakeholders involved
09:33 Growth drivers and challenges
12:50 GMXs smart contract infrastructure
14:50 Core contributors behind GMX
16:54 The GMX & GLP tokens
18:20 What’s next for GMX?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
GMX #DeFi #TokenTerminal
Hart Lambur, Co-Founder of Across Protocol – a cross-chain bridge for L2s and rollups secured by UMA's optimistic oracle – joined us for an episode to discuss the basics of Across, how it works, the bridge market, what makes Across unique, current growth drivers and challenges, business model, the ACX token, plans for the future, and more.
Across Protocol dashboard: https://tokenterminal.com/terminal/projects/across
Across Protocol:
Site: https://across.to/
Twitter: https://twitter.com/AcrossProtocol
Hart: https://twitter.com/hal2001
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
01:39 What is Across Protocol
02:46 The bridge market & how Across is positioned within it
06:09 How does Across work & what makes it unique?
08:30 Overview of the economic model & stakeholders involved
10:36 The team behind Across
12:15 Analyzing market potential (the bull case for Across)
14:20 Current growth drivers and challenges
15:48 The ACX token
16:58 What’s next for Across?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
AcrossProtocol #ACX #TokenTerminal
DeFi Ted from Paragons DAO – an economic and social partner-DAO to promising blockchain-powered gaming ecosystems – joined us for an episode to discuss the basics of Paragons DAO, the Parallel Trading card game, current growth drivers and challenges, Paragon’s business model, the PDT token, upcoming developments, plans for the future, community activity, and more.
Paragons DAOs dashboard: https://tokenterminal.com/terminal/projects/paragonsdao
Read about Paragon’s new gaming vision: https://medium.com/paragonsdao/empowering-the-web3-gaming-ecosystem-f6b1f477a9ec
Paragons DAO:
Site: https://paragonsdao.com/
Twitter: https://twitter.com/ParagonsDAO
DeFI Ted: https://twitter.com/DeFi_Ted
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
01:03 What is Paragons DAO?
02:10 Parallel trading card game
03:08 What does it mean to be a partner-DAO to gaming ecosystems?
05:03 Paragon’s current and future revenue streams
06:36 The PDT token
08:03 Current biz dev focus areas
09:00 Growth drivers and challenges
09:58 Community contributors and activity
11:05 What’s next for Paragons DAO?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
ParagonsDAO #PDT #TokenTerminal
Amplice from Gearbox Protocol – a composable leverage protocol that connects passive liquidity providers to active borrowers – joined us for an episode to discuss the basics of Gearbox, current growth drivers and challenges, the protocol’s economic and business models, the GEAR token and the DAO, positioning within the leverage market, upcoming developments, and more!
Gearbox Protocol’s dashboard: https://tokenterminal.com/terminal/projects/gearbox
Gearbox Protocol:
Site: https://gearbox.fi/
Docs: https://docs.gearbox.finance/
Twitter: https://twitter.com/GearboxProtocol
Amplice: https://twitter.com/astr0bas3d
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
00:38 What is Gearbox Protocol?
02:09 What are Credit Accounts and how do they work?
03:28 Passive liquidity providers and active borrowers
04:26 Gearbox’s business and economic models
07:16 Growth drivers and challenges
10:12 How is Gearbox positioned within the market?
12:19 The GEAR token
15:08 Token incentives
15:53 Community contributors and activity
17:59 What’s next for Gearbox Protocol?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
GearboxProtocol #GEAR #TokenTerminal
Seb, Founder of Gains Network which is the organization that is developing gTrade – a liquidity-efficient, decentralized leveraged trading platform – joined us for an episode to discuss the basics of gTrade, the differences between Polygon and Arbitrum, drivers behind current traction, the GNS token, and more!
Gains Network’s dashboard: https://tokenterminal.com/terminal/projects/gains-network
GNS NFTs: https://gains-network.gitbook.io/docs-home/what-is-gains-network/nfts
Gains Network:
Site: https://gainsnetwork.io/
Docs: https://gains-network.gitbook.io/docs-home/
Twitter: https://twitter.com/GainsNetwork_io
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
00:52 What is Gains Network & gTrade?
01:40 What innovations has gTrade introduced to the market?
02:28 The features of an oracle-based platform
03:41 Gains’ business and economic model
07:22 GNS NFTs
08:08 Drivers behind current traction
11:19 Differences between Polygon and Arbitrum
12:38 Current biz dev focus areas
14:15 Community contributors
14:52 What’s next for Gains Network?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
GainsNetwork #GNS #gTrade #Arbitrum #Polygon #TokenTerminal
Anna George, Co-Founder of CoW Protocol – a meta-DEX aggregation protocol that acts as a batch settlement layer on top of all other AMMs & DEX aggregators – joined us for an episode to discuss the basics of CoW Protocol, how its positioned within the market, how it came to be, the current economic model and plan for monetization, the challenges that need to be tackled, the COW token, and more!
CoW Protocol’s dashboard: https://tokenterminal.com/terminal/projects/cow-protocol
CoW Protocol:
Site: https://cow.fi/
Docs: https://docs.cow.fi/
Twitter: https://twitter.com/CoWSwap
Anna: https://twitter.com/AnnaMSGeorge
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 Intro
01:00 What is CoW Protocol?
02:04 Origin story
04:28 The main innovations that CoW Protocol introduces to the market
08:10 What are Solvers? An overview of CoW’s stakeholders
11:20 CoW’s economic model and approach to monetization
13:18 How is CoW positioned within the broader exchange market?
16:42 The COW token & airdrop
20:30 Current challenges to tackle
22:36 What’s next for CoW Protocol?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
CoWProtocol #CoWSwap #DEX #TokenTerminal #crypto
Anna George, Co-Founder of CoW Protocol – a meta-DEX aggregation protocol that acts as a batch settlement layer on top of all other AMMs & DEX aggregators – joined us for an episode to discuss the basics of CoW Protocol, how its positioned within the market, how it came to be, the current economic model and plan for monetization, the challenges that need to be tackled, the COW token, and more!
Watch the extended version of our interview with Anna here: https://youtu.be/n91Aqd7IncE
CoW Protocol’s dashboard: https://tokenterminal.com/terminal/projects/cow-protocol
CoW Protocol:
Site: https://cow.fi/
Docs: https://docs.cow.fi/
Twitter: https://twitter.com/CoWSwap
Anna: https://twitter.com/AnnaMSGeorge
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 Intro
00:41 What is CoW Protocol?
02:04 The main innovations that CoW Protocol introduces to the market
05:40 What are Solvers? An overview of CoW’s stakeholders
08:50 CoW’s economic model and approach to monetization
10:42 The COW token & airdrop
14:27 Current challenges to tackle
15:55 What’s next for CoW Protocol?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
CoWProtocol #CoWSwap #DEX #TokenTerminal #crypto
In this series, we interview core contributors within crypto and gain insights into their day-to-day operations. In this episode, I’m joined by Pacman – founder of Blur – the NFT marketplace for pro traders. Blur launched in October 2022 and quickly established itself as the market leader in terms of volume in the NFT space.
Blur’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/blur
Blur:
Site: https://blur.io/
Twitter: https://twitter.com/blur_io
Pacman: https://twitter.com/PacmanBlur
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 Intro
00:41 What is Blur and who is building it?
02:32 Blur’s approach to improving the NFT market
04:48 Pro traders & the different types of NFT buyers
06:20 Drivers behind current traction
07:14 Blur’s economic model
08:10 Approach to protocol value accrual
09:33 Maximizing the value of Blur over the long term
10:53 The BLUR airdrop
15:20 Creator royalties (history, current situation, and Blur’s approach)
21:27 Improving the liquidity of the NFT market
24:55 Blur Bids
25:45 What’s next for Blur?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we interview core protocol contributors & together dive into the details behind the charts available on Token Terminal. In this episode, we dive into the world of Axie Infinity with Co-founder Jeff (Jiho) Zirlin. We discuss the Ronin chain, Axie's two-token model, ensuring the long-term sustainability of Axie's economy, what the future has in store, and more!
Axie Infinity's dashboard: https://tokenterminal.com/terminal/projects/axie-infinity
Site: https://axieinfinity.com/
Docs: https://whitepaper.axieinfinity.com/
Twitter: https://twitter.com/AxieInfinity
Jeff's Twitter: https://twitter.com/Jihoz_Axie
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 Intro
01:00 What is Axie Infinity?
01:40 What is the Ronin chain and why was it built?
02:48 The economics of web3 gaming
04:22 Two-token model: What are $AXS and $SLP
05:56 Axie's revenue streams
06:43 Runes and Charms
07:54 Ensuring the long-term sustainability of the Axie economy
09:12 Onboarding users and lowering the barriers to entry
11:48 User activity in the bear market
13:25 Developer activity: What is in the works?
15:25 Communication in a bear market
15:59 What's next for Axie Infinity?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TokenTerminal #AxieInfinity #SkyMavis
Michael Bentley, CEO & Co-Founder of Euler Labs – the team behind the non-custodial lending protocol Euler – joined us for an episode to discuss the latest market developments and how they’ve affected the DeFi lending market, the drivers behind Euler’s growth, what the team is currently working on, the Euler DAO, bad debt in DeFi, feeless flash loans, the Eulerswap AMM, and more.
Euler's dashboard: https://tokenterminal.com/terminal/projects/euler
Euler:
Site: https://www.euler.finance/
Docs: https://docs.euler.finance/
Twitter: https://twitter.com/eulerfinance
Michael: https://twitter.com/euler_mab
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
01:23 The past year at Euler
02:42 The drivers behind Euler’s growth in the bear market
04:27 The risks that volatile and illiquid markets present to DeFi
07:57 Bad debt in DeFi
09:59 The Euler DAO
11:20 Feeless flash loans
14:30 EulerSwap AMM
19:59 What's next for Euler?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
EulerFinance #DeFi #TokenTerminal #crypto
Miller Whitehouse-Levine, Policy Director at DeFi Education Fund (DEF) – a non-profit organisation that explains decentralized finance to policymakers around the world and advocates for policies welcoming of decentralized financial infrastructure – joined us for an interview to walk through the basics of DEF and the important role that Policy work plays within crypto.
DeFi Education Fund: https://www.defieducationfund.org/
Twitter (DEF): https://twitter.com/fund_defi
Twitter (Miller): https://twitter.com/millercwl
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
00:51 What is the DeFi Education Fund (DEF)?
03:10 What problems is DEF aiming to solve?
06:09 What do DEF’s lobbying efforts include in practice?
07:10 Legal firepower
09:30 Who is working at DEF?
10:27 Who else is working on similar things?
11:26 How can other industry participants help DEF?
12:40 Upcoming milestones & what’s next for DEF
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
DeFiEducationFund #DeFi #Policy #TokenTerminal #crypto
Smit Vachhani, Head of DeFi at OP Labs, the team behind Optimism – a Layer 2 scaling solution for Ethereum – joined us for an interview to dive into the details behind the charts available on Token Terminal. In this interview with Smit we discuss the basics of what Optimism is, how it works, how it's positioned within the Ethereum ecosystem and broader Layer 2 landscape, current growth drivers, challenges, and plans for the future.
Optimism’s dashboard: https://tokenterminal.com/terminal/projects/optimism
Optimism: https://www.optimism.io/
Twitter (Optimism): https://mobile.twitter.com/optimismFND
Twitter (OP Labs): https://mobile.twitter.com/oplabspbc
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
01:15 What is Optimism?
02:57 Optimistic rollups & other scaling solutions
04:08 Optimism’s economic model
05:29 Fees & how they are used
06:43 Growth drivers & challenges
09:28 Onboarding 1 billion users
10:47 The OP airdrop #1
12:35 Partnerships & their role
13:49 Are L2s good for Ethereum?
14:49 What's next for Optimism?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Optimism #OP #TokenTerminal #crypto #investing
JD Gagnon, Co-Founder & CEO of BENQI – a lending and liquid staking protocol on Avalanche – joined us for an interview to dive into the details behind the charts available on Token Terminal. In this interview with JD we discuss the basics of what BENQI is, how it works, how it's positioned within the market, growth drivers and challenges, and plans for the future.
BENQI’s dashboard: https://tokenterminal.com/terminal/projects/benqi
(note that the dashboard currently only tracks the metrics for BENQI's lending protocol. The liquid staking business line will be added soon.)
More information on veQI: https://docs.benqi.fi/benqi-liquid-staking/veqi
BENQI: https://benqi.fi/
Twitter: https://twitter.com/BenqiFinance
JD’s Twitter: https://twitter.com/the_diamondrock
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
01:10 What is BENQI?
02:22 BENQI Liquidity Market (BLM)
04:36 BENQI Liquid Staking (BLS)
06:27 Differences between (liquid) staking AVAX and ETH
08:43 Fees & business model
10:52 Growth drivers & business development focus areas
13:12 The QI token & veQI
15:13 User composition
17:22 What's next for BENQI?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
BENQI #AVAX #TokenTerminal #crypto #investing
Justin Trollip, CEO of Pangolin Exchange – a multi-chain decentralized exchange – joined us for an interview to dive into the details behind the charts available on Token Terminal. In this interview with Justin, we discuss the basics of what Pangolin is, how it works, how it's positioned within the exchange market, growth drivers and challenges, and plans for the future.
Pangolin’s dashboard: https://tokenterminal.com/terminal/projects/pangolin
Pangolin: https://pangolin.exchange/
Twitter: https://twitter.com/pangolindex
Justin’s Twitter: https://twitter.com/jtrollip
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 to the exchange market
01:30 What is Pangolin?
03:00 Main differentiator
03:55 Supported networks
04:44 Why Avalanche?
05:42 Fees & business model
06:42 Business development focus areas
08:59 Growth drivers and challenges
10:31 The subDAO model
12:48 Token incentives
14:26 What's next for Pangolin?
General info:
Pangolin is a fork of Uniswap V2 with more features built on top of it, that was initially launched on the Avalanche C-Chain.
The crypto exchange market is one of the most competitive within the space, and it can be split into two high-level categories: We have centralized exchanges, where Binance leads the pack with over 10s of billions in daily trading volume, followed by Coinbase and Kraken.
Then we have Decentralised exchanges such as UniSwap and dYdX, where the average daily trading volume has been hovering around 1bn dollars.
To describe the market opportunity, the total trading volume in crypto is currently roughly around 100Bn dollars per day, and exchanges typically generate revenue by taking a fee from swaps made on their platform.
Comparing to traditional finance, monthly trading volume on for example the New York stock exchange is in excess of $1.5 trillion per month.
In this episode, we find out how Pangolin is positioned within this market, and what their plans are for the future.
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Pangolin #Crypto #TokenTerminal #Investing #Finance
Paul Frambot, Founder & CEO of Morpho Labs – the company behind the lending pool optimization protocol Morpho – joined us for an interview to dive into the details behind the charts available on Token Terminal. In this interview with Paul we discuss the basics of what Morpho is, how it works, how it's positioned within the lending market, growth drivers and challenges, and plans for the future.
Morpho’s dashboard: https://tokenterminal.com/terminal/projects/morpho
Morpho: https://www.morpho.xyz/
Twitter: https://twitter.com/MorphoLabs
Paul’s Twitter: https://twitter.com/PaulFrambot
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
01:42 What is Morpho?
02:30 How it works & the differences to other lending protocols
05:46 Matching lenders and borrowers
07:32 Integrating additional lending protocols
08:15 How is Morpho positioned within the DeFi lending market?
09:59 Business model
12:09 Distributing rewards
12:56 The MORPHO token
14:00 Business development focus areas, drivers & challenges
15:22 What’s next for Morpho?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Morpho #Crypto #TokenTerminal #Investing #Finance
Krunal Amin, Founder & CEO of UniDex - a non-custodial exchange and aggregator for perpetual contracts - joined us for an interview to dive into the details behind the charts available on Token Terminal. In this interview with Krunal we discuss the basics of what UniDex is and how it's positioned within the exchange market, current products and their features, growth drivers and challenges, and plans for the future.
UniDex’s dashboard: https://tokenterminal.com/terminal/projects/unidex
UniDex: https://www.unidex.exchange/
Twitter: https://twitter.com/UniDexFinance
Krunal’s Twitter: https://twitter.com/kishanamin97
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
01:03 What is UniDex?
01:42 Core products & their features
04:11 How is UniDex positioned within the trading market?
05:47 Business model
06:38 The UNIDX token
07:46 Growth drivers and challenges
10:00 User activity
10:55 Business development focus areas
11:47 Expanding UniDex into its own 'App Chain' on Cosmos
13:34 What’s next for UniDex?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
UniDex #Crypto #TokenTerminal #Investing #Finance
Kirill Kutakov, Co-founder of StakeWise - an Ethereum liquid staking protocol - joined us for an an episode of 15-minute fundamentals to discuss the basics of; what StakeWise is and how it's positioned within the liquid staking market, onboarding institutions,plans for the future, and more.
You can also tune in to the extended version of our interview with Kirill here: https://youtu.be/BMXdfci9geA
StakeWise’s dashboard: https://tokenterminal.com/terminal/projects/stakewise
StakeWise: https://stakewise.io/
Twitter: https://twitter.com/stakewise_io
Kirill’s Twitter: https://twitter.com/kiriyha1
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 to the Ethereum liquid staking market
01:30 What is StakeWise?
02:54 StakeWise Pool & the dual-token model
07:40 StakeWise's business model
09:30 Growth drivers and challenges
11:18 Business development focus areas & onboarding institutions
15:37 What's next for StakeWise?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Ethereum #StakeWise #Crypto #TokenTerminal #Investing #Finance
Kirill Kutakov, Co-founder of StakeWise - an Ethereum liquid staking protocol - joined us for an interview to dive into the details behind the charts available on Token Terminal. In this extended version of our interview with Kirill we discuss the basics of what StakeWise is and how it's positioned within the liquid staking market, current and previous products, onboarding institutions, addressing the centralization risks that come with liquid staking, and plans for the future.
StakeWise’s dashboard: https://tokenterminal.com/terminal/projects/stakewise
StakeWise: https://stakewise.io/
Twitter: https://twitter.com/stakewise_io
Kirill’s Twitter: https://twitter.com/kiriyha1
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 to the Ethereum liquid staking market
01:30 What is StakeWise?
02:54 StakeWise Pool & the dual-token model
07:40 Why is StakeWise Solo no longer active?
10:34 StakeWise's business model
12:24 How are funds in the protocol’s treasury being used?
14:01 Growth drivers and challenges
15:50 Business development focus areas & onboarding institutions
20:10 Average deposit sizes on StakeWise
21:11 How StakeWise is addressing the centralization risks related to liquid staking services
25:05 What's next for StakeWise?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Ethereum #StakeWise #Crypto #TokenTerminal #Investing #Finance
Julian Koh, Co-Founder & CEO of Ribbon Finance joined us for another episode of 15-minute fundamentals to discuss the past 3 months at Ribbon.
In this episode, we dive into the current state of Ribbon and discuss recently launched products Ribbon Earn and Ribbon Lend, and the soon to be launched options exchange Aevo.
Ribbon Finance is a suite of DeFi protocols that help users access crypto structured products. By combining derivatives, lending and a proprietary on-chain options exchange (Aevo), Ribbon aims to be the one-stop solution for users who want to improve a portfolio's risk-return profile.
Ribbon's dashboard: https://tokenterminal.com/terminal/projects/ribbon-finance
Ribbon Finance:
Site: https://www.ribbon.finance/
Docs: https://docs.ribbon.finance/
Twitter: https://twitter.com/ribbonfinance
Discord: https://discord.com/invite/ribbon-fin...
Julian: https://twitter.com/juliankoh
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 Current vibes over at Ribbon
01:49 Ribbon Earn
05:36 Ribbon Lend
07:20 Ribbon Lend's core value proposition
09:31 How the new products affect Ribbon's revenues
10:35 Aevo - what and why?
13:48 Core business focus areas
15:03 What's next for Ribbon Finance?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
RibbonFinance #TokenTerminal #Crypto #Investing
Miles Anthony from Decentral Games joined us for an episode of 15-minute fundamentals to dive into the details behind the charts available on Token Terminal. Decentral Games is a web3 gaming company building ICE Poker; a metaverse-native play-to-own poker game.
In this episode, we speak about the past 6 months at Decentral Games, dive into the current state of the business, new game modes for ICE Poker, the ICE Merge, and what effects the recent changes have had on the Decentral Games ecosystem.
Decentral Games' dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/decentral-games
Decentral Games: Site: https://decentral.games/ Docs: https://docs.decentral.games/ Twitter: https://twitter.com/DecentralGames Miles: https://twitter.com/0xMiles
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 Recap of the past 6 months at Decentral Games 04:36 Reasons for the big updates to ICE Poker 06:50 Is the large suite of different assets manageable for users? 08:32 Effect of these changes on the DG ecosystem 10:54 Current revenue streams and their use 13:53 What's next for Decentral Games?
Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TokenTerminal #DecentralGames #ICEpoker #Crypto
Jamie Holmes from Perpetual Protocol joined us for an episode of 15-minute fundamentals to dive into the details behind the charts available on Token Terminal. Perpetual Protocol is an on-chain perpetual futures DEX with deep liquidity and builder-ready composability.
Perpetual Protocol's dashboard: https://tokenterminal.com/terminal/projects/perpetual-protocol
Perpetual Protocol: https://perp.com/
Twitter: https://twitter.com/perpprotocol
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 What is Perpetual Protocol?
01:15 Differences between Perpetual v1 & v2
02:11 Virtual Automated Market Maker (vAMM vs. AMM)
03:10 Business model
03:52 What is vePERP
04:35 Growth drivers and challenges
06:27 Competitive landscape
07:42 Partnerships & their role
08:30 Token incentives
11:10 User composition
12:40 Community activity
13:18 What's next for Perpetual Protocol?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TokenTerminal #PERP #crypto
Lito, from Hop Protocol, joined us for an episode of 15-minute fundamentals to dive into the details behind the charts available on Token Terminal. Hop is a scalable rollup-to-rollup general token bridge. It allows users to send tokens from one rollup to another almost immediately without having to wait for the rollup’s challenge period.
Hop's dashboard: https://tokenterminal.com/terminal/projects/hop-protocol
Hop: https://hop.exchange/
Twitter: https://twitter.com/HopProtocol
Lito's Twitter: https://twitter.com/litocoen
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 What is Hop?
01:32 What is a Bonder?
04:10 Business model
06:40 Growth drivers and challenges
07:36 Hop's core value proposition
10:04 Cross-Chain vs. Multi-Chain
11:17 Hop's user composition
13:15 $HOP token's airdrop
16:20 What's next for Hop?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TokenTerminal #HOP #crypto
Adam Soffer, Product Engineering Lead at Livepeer, joined us for an episode of 15-minute fundamentals to dive into the details behind the charts available on Token Terminal. Livepeer is a decentralized video streaming network built on the Ethereum blockchain.
Livepeer's dashboard: https://tokenterminal.com/terminal/projects/livepeer
Livepeer: https://livepeer.org/
Twitter: https://twitter.com/Livepeer
Adam's Twitter: https://twitter.com/adamSoffer
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 What is Livepeer?
01:26 Orchestrators & Delegators
04:00 Token & business model
08:08 Migration to Arbitrum
09:15 Growth drivers and challenges
10:49 Partnerships & their role
11:58 Centralized vs. Decentralized video streaming
13:33 What's next for Livepeer?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TokenTerminal #Livepeer #crypto
Teddy Woodward, Co-founder of Notional Finance, joined us for an episode of 15-minute fundamentals to dive into the details behind the charts available on Token Terminal.
Tune in to the extended version of our interview with Teddy below, where we discuss the risks that lending protocols face during the Ethereum merge, give a detailed overview of Notional's tokenomics, and discuss the role community contributors have: https://youtu.be/4vXYQsRsFWw
Notional's dashboard: https://tokenterminal.com/terminal/projects/notional-finance
Notional Finance: https://www.notional.finance/
Twitter: https://twitter.com/NotionalFinance
Teddy's Twitter: https://twitter.com/teddywoodward
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 What is Notional Finance?
01:15 How does Notional work (fCash)?
03:55 Business model
06:30 Growth drivers and challenges
10:30 Partnerships
12:30 What's next for Notional?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TokenTerminal #NotionalFinance #crypto
Teddy Woodward, Co-founder of Notional Finance, joined us for an interview to dive into the details behind the charts available on Token Terminal. In this extended version of our interview with Teddy we discuss the risks that lending protocols face during the Ethereum merge, give a detailed overview of Notionals tokenomics, and describe the different roles that community contributors have.
Notional's dashboard: https://tokenterminal.com/terminal/projects/notional-finance
Notional Finance: https://www.notional.finance/
Twitter: https://twitter.com/NotionalFinance
Teddy's Twitter: https://twitter.com/teddywoodward
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 What is Notional Finance?
01:15 How does Notional work (fCash)?
03:50 What are nTokens?
06:35 Business model
09:15 Growth drivers and challenges
13:18 Partnerships
15:09 Community contributors
16:40 The NOTE token and its role
19:18 Ethereum merge - a risk for lending protocols?
26:15 What's next for Notional?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TokenTerminal #NotionalFinance #crypto
In 15-minute fundamentals, we interview core protocol contributors & together dive into the details behind the charts available on Token Terminal. In this episode, we dive into the current state of NFTX with Quag.
A novel use case not mentioned in the interview but worth noting is that NFTX provides users the ability to DCA or “save up” for an NFT and earn interest while doing it by staking the vault token. We'll speak about this in more detail with Quag in a future episode.
You can tune in to the extended version of this interview with Quag here: https://youtu.be/Rj1V2AKr91Y
NFTX's Dashboard: https://tokenterminal.com/terminal/projects/nftx
NFTX: https://nftx.io/
Twitter: https://twitter.com/NFTX_
Quag's Twitter: https://twitter.com/quagliero
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 What is NFTX?
00:38 How does NFTX work?
01:45 The innovations introduced by NFTX
03:12 How are NFT floor prices determined?
04:40 NFTX vs. Sudoswap
06:05 Integration with 0x
07:52 Current fee model on NFTX
10:10 Drivers and challenges related to growth
11:30 Community contribution to protocol development
12:21 Creator royalties
15:16 What's next for NFTX?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TokenTerminal #NFTX #crypto
The extended version of our 15-minute fundamentals interview with Quag from NFTX. In this interview, we break down NFTX's operating model and learn about the drivers behind the data you see on Token Terminal's charts. We discuss NFT liquidity, different staking options, the current fee model, creator royalties, launching on Arbitrum, Pudgy Penguins, the NFTX token, etc. Tune in for the latest on NFTX and the plans for its future.
A novel use case not mentioned in the interview but worth noting is that NFTX provides users the ability to DCA or “save up” for an NFT and earn interest while doing it by staking the vault token. We'll speak about this in more detail with Quag in a future episode.
NFTX's Dashboard: https://tokenterminal.com/terminal/projects/nftx
NFTX: https://nftx.io/
Twitter: https://twitter.com/NFTX_
Quag's Twitter: https://twitter.com/quagliero
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 What is NFTX?
00:38 How does NFTX work?
01:45 The innovations introduced by NFTX
05:12 How are NFT floor prices determined?
07:11 NFTX vs. Sudoswap
09:26 Integration with 0x
12:28 Current fee model on NFTX
18:02 NFTX on Arbitrum
19:20 Drivers and challenges related to growth
20:53 Community contribution to protocol development
22:47 Creator royalties
27:56 What's next for NFTX?
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
TokenTerminal #NFTX #crypto
In our second episode with Michael Svoboda from Liquity we discuss the censorship of USD-linked stablecoins, how the Terra crash and broader market's stress test has affected Liquity, and how truly DeFi native stablecoins are positioned amidst these events.
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts.
Liquity's dashboard: https://tokenterminal.com/terminal/projects/liquity
Liquity: Site: https://www.liquity.org/
Docs: https://docs.liquity.org/
Twitter: https://twitter.com/LiquityProtocol
Michael's Twitter: https://twitter.com/svobodamichael
Timestamps:
00:00 Recap of the last 5 months
02:50 LUSD on Optimism
04:08 How has Liquity managed the market's stress test?
05:10 Thoughts on algorithmic stablecoins post Terra crash
05:45 Stablecoin censorship & how Liquity is positioned
07:28 Capitalizing on censorship concerns
10:40 100% ETH-backed stablecoins
12:00 Could LUSD replace centralized stablecoins as collateral?
13:00 Business update & roadmap
14:25 Liquity's community grant program
15:00 What's next for Liquity?
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we interview core protocol contributors & together dive into the details behind the charts available on Token Terminal. In this episode, we dive into the current state of Connext with Founder & CTO Rahul Sethuram.
Connext's dashboard: https://tokenterminal.com/terminal/projects/connext
Site: https://www.connext.network/
Docs: https://docs.connext.network/
Twitter: https://twitter.com/ConnextNetwork
Rahul's Twitter: https://twitter.com/RHLSTHRM
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
The extended version of our 15-minute fundamentals interview with Hazard from Rook. In this interview, we break down Rook's operating model and learn about the drivers behind the data you can see on Token Terminal's charts. We discuss MEV, Keepers, business model, tokenomics, treasury, etc. Tune in for the latest on Rook and the plans for its future with the project's CEO Hazard.
Rook's Dashboard: https://tokenterminal.com/terminal/projects/rook
Rook: https://www.rook.fi/
Twitter: https://twitter.com/Rook
Hazard's Twitter: https://twitter.com/0x81B
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of Rook with CEO hazard.
This is a summary of our full discussion with hazard. If you want to learn more about: Keepers, Rook's user composition, protocol revenue, and tokenomics, you can head over to watch the full interview here: https://youtu.be/i8lfhmCSoOc
Rook's Dashboard: https://tokenterminal.com/terminal/projects/rook
Rook: https://www.rook.fi/
Twitter: https://twitter.com/Rook
Hazard's Twitter: https://twitter.com/0x81B
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
The extended version of our 15-minute fundamentals interview with Joe Flanagan from Maple Finance. In this interview, we discuss everything that has happened over the last three months including launching xMPL staking, and expanding to Solana. Tune in for the latest on Maple Finance and the plans for its future.
Maple's Dashboard: https://tokenterminal.com/terminal/pr...
Maple Finance: https://www.maple.finance/
Twitter: https://twitter.com/maplefinance
Joe's Twitter: https://twitter.com/joe_defi
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In our second episode with Maple Finance, we discuss everything that has happened over the last three months, including launching xMPL staking and expanding to Solana. Tune in for the latest on Maple Finance and the plans for its future with the project's Co-Founder Joe Flanagan.
Maple's Dashboard: https://tokenterminal.com/terminal/pr...
Maple Finance: https://www.maple.finance/
Twitter: https://twitter.com/maplefinance
Joe's Twitter: https://twitter.com/joe_defi
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we interview core protocol contributors & together dive into the details behind the charts available on Token Terminal. In this episode, we dive into the current state of DeFi Saver with Co-founder Nenad Palinkasevic.
DeFi Saver's dashboard: https://tokenterminal.com/terminal/projects/defi-saver
Site: https://defisaver.com/
Docs: https://docs.defisaver.com/
Twitter: https://twitter.com/DeFiSaver
Nenad's Twitter: https://twitter.com/npalinkasevic
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we interview core protocol contributors and together dive into the details behind the charts available on TokenTerminal. In this episode, we dive into the current state of Polygon with Aishwary Gupta.
Polygon's dashboard: https://tokenterminal.com/terminal/pr...
Polygon: Site: https://polygon.technology/
Docs: https://docs.polygon.technology/
witter: https://twitter.com/0xPolygon
Aishwary's Twitter: https://twitter.com/Crypto_Wildwest
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
The extended version of our 15-minute fundamentals interview with Jacob Blish from Lido Finance. In this episode, we discuss the current state of Lido's business, growth drivers, bottlenecks, future roadmap, and the complex topic of whether certain liquid staking protocols are becoming centralizing forces.
Lido's dashboard: https://tokenterminal.com/terminal/projects/lido-finance
Site: https://lido.fi/
Docs: https://docs.lido.fi/
Twitter: https://twitter.com/LidoFinance
Jacob's Twitter: https://twitter.com/chaingenius
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of Lido Finance with Head of Business Development Jacob Blish.
Lido's dashboard: https://tokenterminal.com/terminal/projects/lido-finance
Site: https://lido.fi/
Docs: https://docs.lido.fi/
Twitter: https://twitter.com/LidoFinance
Jacob's Twitter: https://twitter.com/chaingenius
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of dYdX with Corey Miller.
dYdX's dashboard: https://tokenterminal.com/terminal/projects/dydx
Site: https://dydx.exchange/
Docs: https://docs.dydx.exchange/#general
Twitter: https://twitter.com/dYdX
Discord: https://discord.com/invite/dydx
Corey: https://twitter.com/coreyj_miller
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of Ribbon Finance with Co-founder Julian Koh.
Ribbon's dashboard: https://tokenterminal.com/terminal/projects/ribbon-finance
Site: https://www.ribbon.finance/
Docs: https://docs.ribbon.finance/
Twitter: https://twitter.com/ribbonfinance
Discord: https://discord.com/invite/ribbon-finance
Julian: https://twitter.com/juliankoh
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
The extended version of our 15-minute fundamentals interview with Miles Anthony from Decentral Games. In this episode, we dive into the current state of Decentral Games' business, Miles' thoughts on the broader play-and-earn ecosystem, Decentral Games' plans for populating the metaverse, and what effect the recent changes in the market environment might have.
Decentral Games' dashboard: https://tokenterminal.com/terminal/projects/decentral-games
- Site: https://decentral.games/
- Docs: https://docs.decentral.games/
- Twitter: https://twitter.com/DecentralGames
- Miles: https://twitter.com/0xMiles
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of Decentral Games with Miles Anthony. This is a summary of our full discussion with Miles. If you want to hear Miles' thoughts on the broader play-and-earn ecosystem, Decentral Games' plans for populating the metaverse, and what effect the recent changes in the market environment might have - you can listen to the full interview here: https://open.spotify.com/episode/6SsArZMHyi6L2p8ckbIvnT?si=347bc6c2671e41e7
Decentral Games' dashboard: https://tokenterminal.com/terminal/projects/decentral-games
- Decentral Games: Site: https://decentral.games/
- Docs: https://docs.decentral.games/
- Twitter: https://twitter.com/DecentralGames
- Miles: https://twitter.com/0xMiles
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of Goldfinch with Blake West.
The Goldfinch dashboard: https://tokenterminal.com/terminal/projects/goldfinch
Site: https://goldfinch.finance/
Docs: https://docs.goldfinch.finance/goldfinch/
Twitter: https://twitter.com/goldfinch_fi
Blake: https://twitter.com/_blakewest
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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions.
Goldfinch #TokenTerminal
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of Euler with Michael Bentley.
Euler's dashboard: https://tokenterminal.com/terminal/projects/euler
Site: https://www.euler.finance/
Docs: https://docs.euler.finance/
Twitter: https://twitter.com/eulerfinance
Michael: https://twitter.com/euler_mab
📊 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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions. #Euler #TokenTerminal
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of Centrifuge with Colin Cunningham.
Centrifuge's dashboard: https://tokenterminal.com/terminal/pr...
Centrifuge's protocol roadmap: https://medium.com/centrifuge/real-wo...
Site: https://centrifuge.io/
Docs: https://docs.centrifuge.io/
Twitter: https://twitter.com/centrifuge
📊 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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions. #Centrifuge #TokenTerminal
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of Osmosis with Alpin.
Osmosis' dashboard: https://tokenterminal.com/terminal/projects/osmosis
Osmosis: Site: https://osmosis.zone/
Docs: https://docs.osmosis.zone/
Twitter: https://twitter.com/osmosiszone
Alpin: https://twitter.com/0xalpo
📊 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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of our website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions. #Osmosis #TokenTerminal
In 15-minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of the Liquity protocol with COO Michael Svoboda.
Liquity's dashboard: https://tokenterminal.com/terminal/projects/liquity
Site: https://www.liquity.org/
Docs: https://docs.liquity.org/
Twitter: https://twitter.com/LiquityProtocol
📊 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.
The information provided in this episode does not constitute investment advice, financial advice, trading advice, or any other sort of advice and you should not treat any of the website's content as such. Token Terminal does not recommend that any cryptocurrency or token should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions. #Liquity #TokenTerminal
In 15 minute fundamentals, we break down the business of a crypto project and learn about the drivers behind the data you can see on Token Terminal's charts. In this episode, we dive into the current state of the Maple Finance protocol and the plans for its future with the project's Co-Founder Joe Flanagan.
5 changes to tokenomics for improved MPL utility: https://maplefinance.medium.com/5-changes-to-tokenomics-for-improved-mpl-utility-281b417ab3b1
Maple Finance: https://www.maple.finance/
📊 Token Terminal platform: https://www.tokenterminal.com/
📱 Follow us on Twitter: https://twitter.com/tokenterminal
💬 Join our Discord: https://discord.com/invite/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