Podcast terbaik Theses (2024)

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Chapter 11: Bonus - Whatever I Want 6:59

4M ago6:59

6:59

Chapter 11: Bonus - Whatever I Want 11.1 Why You Must Write 11.2 No Idols 11.3 Must Read 11.4 Tips & Productivity Tricks 11.5 Life Advice (End: Disclaimers)Oleh Messari

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Chapter 10: 10 Peer-to-Peer Tools & DAOs 33:55

4M ago33:55

33:55

Chapter 10: Top 10 Trends in Peer-to-Peer Infrastructure Wallet-Centric Future: MPC Upgrades Wallet-Centric Future: Smart Contract Accounts Wallet-Centric Future: Embedded “Wallets-as-a-Service” vs. SuperApps The Ledger Recover Debacle DePIN Storage Wars Decentralized Databases Decentralized Wireless Networks DePIN’s AI Machines Select DAO Dysfunct…

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Chapter 9: Top 10 Trends in Consumer Crypto 28:25

4M ago28:25

28:25

Chapter 9: Top 10 Trends in Consumer Crypto 9.1 Decentralized Social 9.2 Identity & pfp’s 9.3 NFT Marketplaces 9.4 pfp Project Updates 9.5 Bitcoin & Inscriptions 9.6 The The Institutions are Here 9.7 Co-Creation & UGX 9.8 Bet-To-Play Gaming & Information Markets 9.9 Network States 9.10 Token Curated Info Markets…

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Chapter 8: Top 10 Trends in DeFi 29:12

4M ago29:12

29:12

Chapter 8: Top 10 Trends in DeFi 8.1 DEX Platform Updates 8.2 Trading Aggregators & Front-Ends 8.3. Payments! 8.4. On-Chain Perps 8.5 DeFi Lending 8.6 LSTs 8.7 Bridges & Messengers 8.8 Oracles 8.9 RWA Diversification 8.10 Stacks & BRC-20sOleh Messari

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Chapter 7: Top 10 Trends in Layer-1 Networks 26:27

4M ago26:27

26:27

Oleh Messari

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Chapter 6: Top 10 Trends in CeFi 32:48

4M ago32:48

32:48

Oleh Messari

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Chapter 5: Top 10 Crypto Policy Trends for 2024 1:06:24

4M ago1:06:24

1:06:24

Oleh Messari

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Chapter 4: Top 10 Crypto Monies of 2024 35:49

4M ago35:49

35:49

Chapter 4: Top 10 Crypto Monies of 2024 4.1 Bitcoin is the Godzilla of Finance 4.2 Bitcoin Security Model & Assumptions 4.3 Bitcoin Mining More Important Than Ever 4.4 Private Transactions: Protocols, Coins, or Pools? 4.5 The New TINA Trade: Stablecoins 4.6 USDT 4.7 USDC 4.8 Paxos, Binance & PayPal Dollars 4.9 Crypto-Collateralized Stablecoins 4.10…

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Chapter 3: Top 10 Products of 2024 15:33

4M ago15:33

15:33

Chapter 3: Top 10 Products of 2024 3.1 USDT on Tron 3.2 Base from Coinbase 3.3 Celestia 3.4 Firedancer 3.5 Farcaster 3.6 GBTC 3.7 Lido 3.8 CCIP 3.9 Blur 3.10 Project GuardianOleh Messari

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Chapter 2: Ten People to Watch in 2024 29:05

4M ago29:05

29:05

Chapter 2: Top 10 People to Watch in 2024 2.1 Larry Fink (BlackRock) & Cathie Wood (ARK Invest) 2.2 Jeremy Allaire & Dante Disparte (Circle) 2.3 Kristin Smith (The Blockchain Association) & Michael Carcaise (Fair Shake PAC) 2.4 Senator Elizabeth Warren (and her Minions) 2.5 Elon Musk (and his Stans) 2.6 Michael Sonnenshein & Craig Salm (Grayscale) …

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Chapter I: Top 10 Investment Trends for 2024 33:48

4M ago33:48

33:48

Chapter 1: Top 10 Investment Trends for 2024 1.0 Investment Trends 1.1 BTC & Digital Gold 1.2 ETH & The World Computer(s) 1.3 The (Liquid) Field 1.4 The Resurgence of Private Crypto Markets? 1.5 IPOs and M&A 1.6 Policy Meta 2 1.7 Can Devs Do Something?! 21 1.8 AI & Crypto: Money for the Machines 22 1.9 Three New De’s: DePIN, DeSoc, DeSci 23 1.10 Me…

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Intro: 2024 Theses 2:36

4M ago2:36

2:36

Oleh Messari

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Section 10. Bonus: Yo Dre, I Got Somethin' To Say 6:25

1+ y ago6:25

6:25

Section 10. Bonus: Yo Dre, I Got Somethin' To Say 10.0 Intro — 0:00 10.1 Why You Must Write — 0:15 10.2 No Idols — 1:24 10.3 Must Read — 1:47 10.4 Tips & Productivity Tricks — 2:33 10.5 Life Advice — 4:27 10.6 Disclaimers — 5:11Oleh Messari

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Section 9. Top 10 Trends In DAOs & Web3 37:35

1+ y ago37:35

37:35

Section 9. Top 10 Trends In DAOs & Web3 9.0 Intro — 0:00 9.1 Wallets & Browsers — 1:56 9.2 DePIN — 4:48 9.3 Data Integrity — 8:56 9.4 Actually Useful DAOs — 11:50 9.5 DAO Management — 16:26 9.6 The DAO Legal Liabilities are SpOoki — 20:05 9.7 DAO “Corporate Actions” — 24.59 9.8 DAO Treasury Management — 27:55 9.9 Crypto Talent Marketplaces — 30:57 …

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Section 8. Top 10 Trends In NFTs & DeSoc 30:33

1+ y ago30:33

30:33

Section 8. Top 10 Trends In NFTs & DeSoc 8.0 Intro — 0:00 8.1 “Blue Chip” Pixelated Art — 2:06 8.2 Generative Art — 4:55 8.3 The Institutions Are Here, Just Not the Ones We Expected — 6:48 8.4 GameFi — 8:40 8.5 The Cryptoverse — 12:42 8.6 Decentralized Social (DeSo) — 13:59 8.7 ENS & Identity — 17:52 8.8 Creator Royalties vs. Monopolist Taxes — 20:…

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Section 7. Top 10 Trends In DeFi 25:30

1+ y ago25:30

25:30

Section 7. Top 10 Trends In DeFi 7.0 Intro — 0:00 7.1 Revenge of the dApps — 1:31 7.2 Uniswap, the Final DeFi Unicorn — 3:37 7.3 Real-World Collateralized DeFi — 7:16 7.4 Undercollateralized DeFi Lending — 9:38 7.5 Superfluid Collateral & Synthetic Stakes — 11:56 7.6 The Perp Walk: dYdX as an Appchain — 14:58 7.7 On-Chain Asset Managers — 16:33 7.8…

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Section 6. Top 10 Ethereum & L1 Trends 36:26

1+ y ago36:26

36:26

Section 6. Top 10 Ethereum & L1 Trends 6.0 Intro — 0:00 6.1 The New Ethereum Roadmap — 1:42 6.2 Merge Economics — 4:19 6.3 MEV & Censorship — 6:15 6.4 What Vitalik’s Excited About — 11:25 6.5 Exploding Bridges — 13:00 6.6 Rollups and Modularity — 15:58 6.7 Too Close to the Solana — 21:24 6.8 Cosmos & Appchains — 26:32 6.9 Other L1s — 29:47 6.10 Oth…

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Section 5. Top 10 Cryptocurrency Trends 31:39

1+ y ago31:39

31:39

Section 5. Top 10 Cryptocurrency Trends 5.0 Intro — 0:00 5.1 Bitcoin is “Outside Money” — 1:59 5.2 Global Regulatory Challenges — 4:40 5.3 Bitcoin Mining — 8:00 5.4 Bitcoin Yield — 13:13 5.5 Memes & Ripples — 15:06 5.6 Privacy Coins & Private Transactions — 15:26 5.7 Stablecoins Should Be Our Leading Export — 17:26 5.8 The Stablecoin Trinity — 20:3…

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Section 4. Top 10 Trends In Crypto Policy 58:59

1+ y ago58:59

58:59

Section 4. Top 10 Trends In Crypto Policy 4.0 Intro — 0:00 4.1 How a Bill Almost Became a Law — 1:28 4.2 How a Bill Becomes a Law — 18:57 4.3 The SEC vs. CFTC Proxy War — 31:54 4.4 MiCA Pros & Cons — 37:18 4.5 Everybody Hates Gary — 42:52 4.6 Ooki vs. CFTC (DAO Governance) — 45:59 4.7 Tornado Cash vs. OFAC (Personal Wallets) — 48:35 4.8 Protecting …

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Section 3. Top 10 Trends In CeFi 32:35

1+ y ago32:35

32:35

Section 3. Top 10 Trends In CeFi 3.0 Intro — 0:00 3.1 The Exchanges — 1:12 3.2 The Institutions Are Coming — 5:28 3.3 Anatomy of a Crypto Credit Crisis — 6:52 3.4 DCG & Genesis Contagion Risk — 13:02 3.5 Grayscale: Reflexivity up. Reflexivity down. — 19:50 3.6 Custody, Security, Stability — 23:04 3.7 Cloud Infrastructure and Developer Tools — 25:11…

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Section 2. Top 10 People to Watch 20:47

1+ y ago20:47

20:47

Section 2. Top 10 People to Watch 2.0 Intro — 0:00 2.1 Changpeng Zhao & Brian Armstrong — 1:03 2.2 Rep. Patrick McHenry — 3:02 2.3 Sheila Warren — 5:29 2.4 Citizen Journalists: From Molly White to Autism Capital — 7:26 2.5 Anatoly Yakovenko — 9:59 2.6 Barry Silbert & The Winklevii — 11:38 2.7 Stani Kulechov — 13:01 2.8 Alexey Pertsev & Tornado Cash…

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Section 1. Top 10 Narratives & Investment Themes 36:09

1+ y ago36:09

36:09

Section 1. Top 10 Narratives & Investment Themes 0.0 Welcome — 0:00 1.0 What Happened in 2022 — 4:48 1.1 Winter Is Here, It’s Time to Build — 6:21 1.2 Crypto Is (Still) Inevitable — 10:39 1.3 Surviving Winter, Redux — 13:18 1.4 How Low Can We Go? — 16:05 1.5 Bear Market Building — 23:49 1.6 Decoupling of Cryptos: Back to the Basics — 26:36 1.7 VC: …

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Section 10. BONUS: Whatever I Want 10:23

2+ y ago10:23

10:23

Section 10. BONUS: Whatever I Want 10.1 Why You Must Write [0:50] 10.2 No Sacred Cows [2:41] 10.3 My Information Diet [3:40] 10.4 Tips & Productivity Tricks [4:50] 10.5 Life Advice [7:57]Oleh Messari

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Section 9. The DAO of DAOs 28:25

2+ y ago28:25

28:25

Section 9. The DAO of DAOs 9.1 Enabling Tools: Wallets & Staking [2:43] 9.2 Down the Rabbithole: Learning & Earning [4:28] 9.3 Working in Web3 [6:47] 9.4 Hierarchies, Pods, and Fluid Organisms [09:47] 9.5 DAO Treasury Management [13:19] 9.6 DAO Investor Relations [16:23] 9.7 Messari: Tying it All Together [19:21] 9.8 Legal Framework for DAOS [20:17…

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Section 8. ETH, Layers, and Bridges 34:15

2+ y ago34:15

34:15

Section 8. ETH, Layers, and Bridges 8.1 ETH’s Q3 Earnings Report [0:49] 8.2 1559: Miners and MEVers [3:19] 8.3 The Merge & Liquid Staking [4:34] 8.4 To EVM or Non-EVM [6:41] 8.5 Layer 1 Relative Valuations [8:17] 8.6 Solana Summer Never Ends [10:28] 8.7 Polkadot’s Slow & Steady Rollout [13:09] 8.8 Cosmos & IBC Opt-In [14:53] 8.9 Terraforming La Lun…

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Section 7. DeFi 2.0 46:50

2+ y ago46:50

46:50

Section 7. DeFi 2.0 7.1 The USDT Bridge [0:48] 7.2 DAI vs. UST [4:55] 7.3 The Algorithmic Stablecoins Renaissance [7:43] 7.4 The Emergence of Non-Pegged Stablecoins [12:34] 7.5 Worldcoin’s Steely Gaze [15:33] 7.6 Uniswap v3 vs. The World [18:01] 7.7 Perp vs. dydx [20:54] 7.8 The Alchemix of DeFinance [22:46] 7.9 The Fat Applications Thesis [27:40] …

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Section 6. NFTs & Web3 Plumbing 55:06

2+ y ago55:06

55:06

Section 6. NFTs & Web3 Plumbing 6.1 NFTs: Digital Goods on a Global Ledger [02:21] 6.2 A $69 Million Mona Lisa JPEG [08:23] 6.3 PFPs: Punks vs. Apes [13:29] 6.4 Fan Tokens [22:34] 6.5 Axie Infinity & the Play-to-Earn Revolution [26:37] 6.6 Looted: Composable NFTs [30:08] 6.7 NFT Financialization [32:15] 6.8 OpenSea & Friends [35:13] 6.9 The Cryptov…

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Section 5. Market Infrastructure 51:02

2+ y ago51:02

51:02

Section 5. Market Infrastructure 5.1 The Bitcoin Futures ETFs are State-Sponsored Pieces of Sh*t [00:04] 5.2 Goldman Gary and the Reg M Redemption [03:47] 5.3 Lender Reserves [12:41] 5.4 CeFi vs. TradFi [17:39] 5.5 CEX Ed [19:54] 5.6 Crypto Securities (and ILOs) [24:51] 5.7 Bagholders (and Stakers) [26:11] 5.8 Coinlist: A Global Token Issuance Plat…

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Section 4. American Crypto Policy 1:06:45

2+ y ago1:06:45

1:06:45

Section 4. American Crypto Policy 4.1 The American Battleground [02:04] 4.2 Real Risks & Self-Regulation [05:20] 4.3 FSOC & SEC Dominance [09:03] 4.4 The Crypto Coalition [13:29] 4.5 Regulatory Jump Balls [16:24] 4.6 Crypto Eurodollars and Systemic Risks [18:55] 4.7 Smart Crypto Banking Integration [23:05] 4.8 Crypto is Bad for (Bad) Business [25:3…

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Section 3. Top 10 Thoughts on Bitcoin 35:04

2+ y ago35:04

35:04

Section 3. Top 10 Thoughts on Bitcoin 3.1 Please Check on Peter Schiff [00:03] 3.2 The King Stay the King: No Flippenings [02:17] 3.3 The Multichain Reserve [06:21] 3.4The “Gift” of Bitcoin ETFs [08:22] 3.5 The Great Fall of China(‘s Bitcoin Industry) [10:41] 3.6 Bitcoin as Clean Energy Stimulus [13:09) 3.7 Proof-of-Stake Works Because Proof-of-Wor…

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Section 2. 10 People to Watch 27:01

2+ y ago27:01

27:01

Section 2. 10 People to Watch 2.1 WAGMI [00:04] 2.2 The Big Guys: Samani, CMS, Su Zhu [01:52] 2.3 Emilie Choi, Coinbase [04:15] 2.4 Devin Finzer, OpenSea [06:50] 2.5 Dan Robinson & Dave White, Paradigm [08:50] 2.6 Jeff Zirlin “The Jiho”, Axie Infinity [10:24] 2.7 Jay Graber, BlueSky & Tess Rinearson, Twitter [12:37] 2.8. Kristin Smith, The Blockcha…

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Section 1. Top 10 Narratives & Investment Themes 33:37

2+ y ago33:37

33:37

Section 1. Top 10 Naratives & Investment Themes 1.1 The Collapse in Institutional Trust [04:20] 1.2 Crypto/Web3 is Inevitable [06:19] 1.3 Bridges and Nifties and DAOs [09:47] 1.4 The Decoupling of Cryptos [12:38) 1.5 Permanent (Venture) Capital: In, Up and Down, Never Out [14:27] 1.6 How High Can We Fly [17:07] 1.7 Surviving Winter [23:08] 1.8 Publ…

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