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Why token launches fail: extractive pricing, poor liquidity, delayed price discovery. Austin Adams of Doppler joins our Stateful podcast, hosted by Mason Nystrom. In this episode, they discuss onchain capital markets and fixing token launches and IPOs: - 20% of 2025 token launches traded below issue price - Custom...

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Pantera Capital

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17,412 görüntüleme • 3 ay önce •via X (Twitter)

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SPECIAL: 2025 Crypto & AI Predictions with Haseeb Qureshi In today's episode, & @robbie_rollup were joined by Haseeb ＞|＜ of Dragonfly ＞|＜ to discuss the year ahead in crypto, focusing on: > AI & Crypto convergence > AI Agent meta > New token launches & ICOs > Onchain price discovery > Big EVM and altVM chain launches Full episode links below. Timestamps: 00:00 Intro 01:25 The AI Meta 06:25 AI Causing Division 20:46 Next AI Infra Companies 39:09 Crypto and AI Dynamics 51:24 EVM vs. altVM Dominance 1:00:29 New Token Launches 1:06:09 Onchain Price Discovery & Regulation
1:20:26

SPECIAL: 2025 Crypto & AI Predictions with Haseeb Qureshi In today's episode, & @robbie_rollup were joined by Haseeb ＞|＜ of Dragonfly ＞|＜ to discuss the year ahead in crypto, focusing on: > AI & Crypto convergence > AI Agent meta > New token launches & ICOs > Onchain price discovery > Big EVM and altVM chain launches Full episode links below. Timestamps: 00:00 Intro 01:25 The AI Meta 06:25 AI Causing Division 20:46 Next AI Infra Companies 39:09 Crypto and AI Dynamics 51:24 EVM vs. altVM Dominance 1:00:29 New Token Launches 1:06:09 Onchain Price Discovery & Regulation

The Rollup

58,412 görüntüleme • 1 yıl önce

Everyone is arguing $SOL vs $ETH They’re missing the point: Solana = payments + retail flow Ethereum = institutions + capital markets Two different games. Two potential winners. Pantera Capital Junior Partner Mason Nystrom ⏱ TIME POINTS ⏱​ 00:00 – Intro 01:11 – Solana: Price vs Reality 03:10 – Solana Flips ETH (Stablecoins) 04:55 – Retail → Institutions Shift 06:50 – Why Solana Wins (vs L1s) 08:50 – Crypto VC Is Changing 10:16 – How Pantera Is Investing 12:50 – Prediction Markets Boom 15:02 – Vertical Apps Are Coming 17:07 – Nexo 17:45 – FortisX 18:22 – Better Token Launches? 20:40 – ICOs → On-Chain Markets 23:16 – AI + Crypto Converge 25:22 – When Do They Merge? 27:35 – What Is Neo Finance? 28:58 – Shareland 29:40 – CFTC Green Light 33:40 – Where Smart Money Looks 34:50 – Final Thoughts
35:38

Everyone is arguing $SOL vs $ETH They’re missing the point: Solana = payments + retail flow Ethereum = institutions + capital markets Two different games. Two potential winners. Pantera Capital Junior Partner Mason Nystrom ⏱ TIME POINTS ⏱​ 00:00 – Intro 01:11 – Solana: Price vs Reality 03:10 – Solana Flips ETH (Stablecoins) 04:55 – Retail → Institutions Shift 06:50 – Why Solana Wins (vs L1s) 08:50 – Crypto VC Is Changing 10:16 – How Pantera Is Investing 12:50 – Prediction Markets Boom 15:02 – Vertical Apps Are Coming 17:07 – Nexo 17:45 – FortisX 18:22 – Better Token Launches? 20:40 – ICOs → On-Chain Markets 23:16 – AI + Crypto Converge 25:22 – When Do They Merge? 27:35 – What Is Neo Finance? 28:58 – Shareland 29:40 – CFTC Green Light 33:40 – Where Smart Money Looks 34:50 – Final Thoughts

Milk Road

32,268 görüntüleme • 3 ay önce

Based Show: Internet Capital Markets & the Future of Tokenization Sahib X Mercy (aka ‘ICM Guy’) [Founder ICM.RUN ] 00:00 – Intro 00:22 – Rise of Internet Capital Markets 00:59 – What Is ICM & Why It Matters 02:07 – Tokenization Explained Simply 03:39 – Web2 Founders Entering Tokenization 04:55 – Legal Clarity & SEC Shifts 06:03 – Tokenization No Longer a Security 07:06 – Building Community Around ICM 08:21 – Tokenizing the Incubator 09:16 – ICM Run’s Market Impact 10:41 – Selecting Mentors & Advisors 12:09 – Science + Luck in Token Launches 15:22 – Post-TGE Support & Founder Focus 16:03 – Why ICM Builds on Solana 17:11 – Revenue-Driven Protocols & Pump Fund 18:00 – Solana’s Dominance & Ecosystem Growth 21:24 – Community, Memes & Culture in Web3 23:30 – Distribution & Relationships in Token Launches 27:12 – Patience & Forgiveness for Innovators 29:08 – Culture, Branding & Token Success 32:06 – Tokenizing Real Businesses 37:27 – Bringing Private Assets On-Chain 39:29 – The Green Zone: Institutions Entering Web3 41:11 – Prediction Markets & Regulatory Bets 42:38 – ICM Coin Aggregators & Discovery Tools 42:56 – Closing Remarks
58:56

Based Show: Internet Capital Markets & the Future of Tokenization Sahib X Mercy (aka ‘ICM Guy’) [Founder ICM.RUN ] 00:00 – Intro 00:22 – Rise of Internet Capital Markets 00:59 – What Is ICM & Why It Matters 02:07 – Tokenization Explained Simply 03:39 – Web2 Founders Entering Tokenization 04:55 – Legal Clarity & SEC Shifts 06:03 – Tokenization No Longer a Security 07:06 – Building Community Around ICM 08:21 – Tokenizing the Incubator 09:16 – ICM Run’s Market Impact 10:41 – Selecting Mentors & Advisors 12:09 – Science + Luck in Token Launches 15:22 – Post-TGE Support & Founder Focus 16:03 – Why ICM Builds on Solana 17:11 – Revenue-Driven Protocols & Pump Fund 18:00 – Solana’s Dominance & Ecosystem Growth 21:24 – Community, Memes & Culture in Web3 23:30 – Distribution & Relationships in Token Launches 27:12 – Patience & Forgiveness for Innovators 29:08 – Culture, Branding & Token Success 32:06 – Tokenizing Real Businesses 37:27 – Bringing Private Assets On-Chain 39:29 – The Green Zone: Institutions Entering Web3 41:11 – Prediction Markets & Regulatory Bets 42:38 – ICM Coin Aggregators & Discovery Tools 42:56 – Closing Remarks

Sahib

16,501 görüntüleme • 7 ay önce

Aqua is live. Aqua unifies tokenized asset liquidity through one intelligent layer. Real-time price discovery Best execution across markets Hybrid on/off-chain security Watch how liquidity unites across the tokenized world. Dive in ↓
0:25

Aqua is live. Aqua unifies tokenized asset liquidity through one intelligent layer. Real-time price discovery Best execution across markets Hybrid on/off-chain security Watch how liquidity unites across the tokenized world. Dive in ↓

Block Street

34,571 görüntüleme • 7 ay önce

The Factory is now open 🐫 Permissionless token launches for users and agents, built on Ethereum L1’s most advanced market infrastructure. Custom fees, staking vaults, and liquidity locked natively into Cypher’s custom AMM.
0:29

The Factory is now open 🐫 Permissionless token launches for users and agents, built on Ethereum L1’s most advanced market infrastructure. Custom fees, staking vaults, and liquidity locked natively into Cypher’s custom AMM.

CYPHER INDUSTRIES

37,947 görüntüleme • 2 ay önce

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era
1:26:38

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era

Patrick OShaughnessy

388,882 görüntüleme • 1 yıl önce

New Episode with Saeed CEO of Wormhole Labs and Sunrise Contributor We Discuss: - Historical Problems with Bridging on Solana - Listing Tokens Everywhere - The Future of Onchain Markets and Stablecoins - And more! Timestamps 👇 0:00 Introduction 1:51 Historical Pain Points 9:50 How Sunrise Brings Assets to Solana 31:33 Rethinking Token Distribution 42:49 Future of Tokenized Markets 51:11 Regulation’s Impact on Onchain Markets 59:13 Closing Comments
1:00:32

New Episode with Saeed CEO of Wormhole Labs and Sunrise Contributor We Discuss: - Historical Problems with Bridging on Solana - Listing Tokens Everywhere - The Future of Onchain Markets and Stablecoins - And more! Timestamps 👇 0:00 Introduction 1:51 Historical Pain Points 9:50 How Sunrise Brings Assets to Solana 31:33 Rethinking Token Distribution 42:49 Future of Tokenized Markets 51:11 Regulation’s Impact on Onchain Markets 59:13 Closing Comments

Lightspeed

22,520 görüntüleme • 4 ay önce

Institutional-grade assets don’t belong in closed markets. Today, #GLDY becomes the first tokenized security to access onchain liquidity through Orca 🌊 on Solana. Permissioned pools gated by Streamex, powered by Orca's permissionless onchain liquidity rails.
0:35

Institutional-grade assets don’t belong in closed markets. Today, #GLDY becomes the first tokenized security to access onchain liquidity through Orca 🌊 on Solana. Permissioned pools gated by Streamex, powered by Orca's permissionless onchain liquidity rails.

Streamex ( 🪨 , ⛏️ )

77,535 görüntüleme • 19 gün önce

Internet capital markets need customizability, trust and transparency. Which is why we're launching Genesis: a protocol for Onchain Token Offerings.
0:58

Internet capital markets need customizability, trust and transparency. Which is why we're launching Genesis: a protocol for Onchain Token Offerings.

Metaplex

1,535,915 görüntüleme • 11 ay önce

LBPs are live on Balancer V3 🥷 The fairest token launch mechanism in DeFi is back, now with ZERO upfront capital required and fixed price sales available 100% onchain.
0:30

LBPs are live on Balancer V3 🥷 The fairest token launch mechanism in DeFi is back, now with ZERO upfront capital required and fixed price sales available 100% onchain.

Balancer

15,736 görüntüleme • 3 ay önce

Yesterday’s xStocks Summit spanned the full crypto ↔ capital markets stack. The future of tokenized equities is onchain, permissionless and interoperable.
0:38

Yesterday’s xStocks Summit spanned the full crypto ↔ capital markets stack. The future of tokenized equities is onchain, permissionless and interoperable.

Kraken

16,173 görüntüleme • 8 ay önce

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead
1:09:53

My dear friend, Vlad Tenev, changed the landscape of investing forever! The rise of the retail investor is largely due to Robinhood's success... and in this new Journey Man, we discuss it all... Enjoy! 00:00 - Intro 00:53 - Introducing Vlad Tenev of Robinhood 01:27 - Why Take on Wall Street? 01:54 - Robinhood’s Zero-Fee Origin Story 02:53 - Inspiration from Instagram and Uber 04:24 - Reimagining Trading for Mobile 05:05 - The Challenge of Disrupting Finance 05:42 - Why Everything Is Hard 06:34 - Early Wrong Assumptions 07:42 - Raising Capital with a Small Vision 08:48 - Funding Robinhood on AngelList 09:50 - Early Investors Changed Their Lives 10:38 - The Crypto Explosion Begins 11:07 - Considering a Bitcoin Exchange First 12:17 - Bitcoin’s Early Skepticism and Growth 13:08 - Robinhood Launches Crypto in 2018 14:03 - 2020: Crypto Revenue Surges Overnight 15:04 - The Challenge of Crypto Cyclicality 16:11 - Staffing a Volatile Business 17:10 - Building Robinhood’s Lean Crypto Team 18:46 - Robinhood’s First Crypto Event Coming 19:38 - Where TradFi Meets DeFi 20:34 - Tokenizing Everything 21:09 - Robinhood’s Vision for Crypto + Finance 21:47 - Thoughts on Crypto Options Demand 23:04 - Why Crypto Options Haven’t Taken Off 24:09 - Millennials and the Speculative Economy 25:22 - Democratizing Trading for Everyone 26:08 - Why Buy-and-Hold Doesn’t Work for All 27:15 - Trading vs Investing: A Matter of Wealth 28:01 - Trading as a Skill Anyone Can Build 29:13 - Robinhood’s Role in Onboarding Millions 30:06 - The Fed's Role and Retail Insight 31:03 - The Rise of the Retail Macro Trader 32:17 - Helping Users Succeed with Robinhood Strategies 33:35 - Power of Community and the Hive Mind 34:55 - Will AI Disrupt Community Too? 36:14 - Technological Waves and Investor Opportunity 37:10 - Human Purpose in an AI World 37:52 - Tokenizing Human Connection 38:28 - Creators, Platforms, and Future-Proofing 39:26 - Vlad’s Long-Term View of the Future 40:05 - Financial Services at the Heart of Disruption 41:14 - If AI Replaces Jobs, What Happens to Investing? 42:25 - Entering the Economic Singularity 43:31 - What Happens When AIs Win the Markets? 44:16 - AI's Role in Capital and Markets 45:07 - Will AI Eliminate Human Emotion from Markets? 46:06 - HFT: The Original AI Traders 47:20 - AI and Long-Term Probabilistic Forecasting 48:48 - GPUs, Gaming, and the Origins of AI 50:01 - Nvidia, CUDA, and Wall Street Arms Races 51:04 - Flash Boys and Microwave Trading 51:54 - Will AI Costs Go to Zero? 52:52 - Lower Cost, Higher Usage 53:41 - Robinhood’s UX Won’t Be Just a Chatbox 55:16 - Cortex: AI-Powered Features at Robinhood 56:54 - Tokenization and the Future of Asset Management 57:44 - Crowdsourced, Tokenized Hedge Funds 58:48 - Portability of Tokenized Assets 59:39 - Blockchain as the New Rails of Finance 01:00:09 - The Trump Token and Capital Formation 01:01:00 - Capital Access Unlocks Innovation 01:01:49 - Why Crypto Needs Regulatory Clarity 01:03:17 - From Meme Coins to Real Assets 01:04:17 - Crypto's Path to $100 Trillion? 01:05:15 - The Financial System Will Run on Blockchains 01:06:00 - Platform Layer vs Application Layer Wealth 01:06:29 - AI Raises Money and Launches Tokens 01:07:39 - AIs Creating Software and Capital Formation 01:08:00 - Final Thoughts: A Wild Future Ahead 01:08:20 - When Will Vlad Buy a CryptoPunk? 01:08:51 - Wrapping Up: AI, Crypto, and the Road Ahead

Raoul Pal

166,795 görüntüleme • 1 yıl önce

🚨 New Proof of Vision episode for you folks today: In our 27th PoV episode, our Director of Protocol Services, Kirk, had on Sehaj, Co-Founder of Avantis Avantis is an advanced onchain exchange for cross-asset leverage, where users can long or short synthetic crypto, forex, and commodities or provide liquidity to power these markets. In this episode, we discussed the CEX vs DEX paradigm shift, how Avantis differentiates itself from Hyperliquid, the role of AMMs in scaling new asset classes, what’s next on their roadmap and more. Have a listen 👇 ⏲ Timestamps: 00:00 - Intro 02:29 - Sehaj Background 05:40 - CEX vs DEX: the future belongs onchain 08:20 - Not competing with Hyperliquid (different markets) 11:07 - Should you expect tokenized SPX onchain? 12:38 - Avantis System Explained 16:57 - Avantis & Its Funding Model 18:13 - Avantis Oracle Structure 22:03 - How Avantis Tracks Traders 25:18 - What is Positive Slippage? 27:15 - How Avantis Runs on No Fees 30:08 - Avantis Goes After Growth 31:30 - Avantis and Omni Chain Environments 34:58 - What Comes Next On Avantis? 37:06 - Avantis and Tokens
41:35

🚨 New Proof of Vision episode for you folks today: In our 27th PoV episode, our Director of Protocol Services, Kirk, had on Sehaj, Co-Founder of Avantis Avantis is an advanced onchain exchange for cross-asset leverage, where users can long or short synthetic crypto, forex, and commodities or provide liquidity to power these markets. In this episode, we discussed the CEX vs DEX paradigm shift, how Avantis differentiates itself from Hyperliquid, the role of AMMs in scaling new asset classes, what’s next on their roadmap and more. Have a listen 👇 ⏲ Timestamps: 00:00 - Intro 02:29 - Sehaj Background 05:40 - CEX vs DEX: the future belongs onchain 08:20 - Not competing with Hyperliquid (different markets) 11:07 - Should you expect tokenized SPX onchain? 12:38 - Avantis System Explained 16:57 - Avantis & Its Funding Model 18:13 - Avantis Oracle Structure 22:03 - How Avantis Tracks Traders 25:18 - What is Positive Slippage? 27:15 - How Avantis Runs on No Fees 30:08 - Avantis Goes After Growth 31:30 - Avantis and Omni Chain Environments 34:58 - What Comes Next On Avantis? 37:06 - Avantis and Tokens

Alea Research

46,964 görüntüleme • 9 ay önce

Cards vs stablecoins for agentic payments? Both. And here is why. Cuy Sheffield (Visa Crypto) and Jay Yu 🐟 (Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they cover everything at the intersection of payments, AI, and crypto: - Stablecoin supply up 40%, adjusted volume up 90% in 2025 and still accelerating - The AI mullet: cards in the front, stablecoins in the back - Vibe coders are the most exciting customer segment on the planet. One human companies are coming. - Kill the API key: wallet identity over X402 and MPP is a 10x better developer experience - Why cards are the best way for agents to pay and be paid. 01:08 How Stablecoins Grew 40% in 2025 02:42 Why Stablecoins Work Like Cards 04:16 Visa's Payment Infrastructure Play 05:14 Permissionless vs Vertical Stablecoin Networks 07:32 Agentic Payments: Real vs Hype 09:04 x402: The Agenctic Inflection Point 09:30 Killing API Keys With Wallets 13:00 Building for the Vibe Coder 14:54 Cards vs Crypto: The Real Debate 16:50 What Actually Works for Builders 18:49 Cross-Chain Payment Infrastructure 21:36 Keys, Wallets & User Experience 24:36 Future of Autonomous Payments 29:13 What Gets Builders Most Excited 34:31 Agentic Payment Holy Grails
44:05

Cards vs stablecoins for agentic payments? Both. And here is why. Cuy Sheffield (Visa Crypto) and Jay Yu 🐟 (Pantera Capital) join our Stateful podcast, hosted by Mason Nystrom. In this episode, they cover everything at the intersection of payments, AI, and crypto: - Stablecoin supply up 40%, adjusted volume up 90% in 2025 and still accelerating - The AI mullet: cards in the front, stablecoins in the back - Vibe coders are the most exciting customer segment on the planet. One human companies are coming. - Kill the API key: wallet identity over X402 and MPP is a 10x better developer experience - Why cards are the best way for agents to pay and be paid. 01:08 How Stablecoins Grew 40% in 2025 02:42 Why Stablecoins Work Like Cards 04:16 Visa's Payment Infrastructure Play 05:14 Permissionless vs Vertical Stablecoin Networks 07:32 Agentic Payments: Real vs Hype 09:04 x402: The Agenctic Inflection Point 09:30 Killing API Keys With Wallets 13:00 Building for the Vibe Coder 14:54 Cards vs Crypto: The Real Debate 16:50 What Actually Works for Builders 18:49 Cross-Chain Payment Infrastructure 21:36 Keys, Wallets & User Experience 24:36 Future of Autonomous Payments 29:13 What Gets Builders Most Excited 34:31 Agentic Payment Holy Grails

Pantera Capital

33,045 görüntüleme • 2 ay önce

Poker Capital Markets are now on Solana. $BANK is officially live on Raydium, enabling anyone to trade and provide liquidity for the token powering professional poker staking. For decades, backing poker players has been an offline, closed network. Now it’s transparent, liquid, and onchain. Back the best. Own the upside.
0:38

Poker Capital Markets are now on Solana. $BANK is officially live on Raydium, enabling anyone to trade and provide liquidity for the token powering professional poker staking. For decades, backing poker players has been an offline, closed network. Now it’s transparent, liquid, and onchain. Back the best. Own the upside.

$BANK

26,322 görüntüleme • 3 ay önce

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing
1:26:22

My conversation with John Zito, co-president at Apollo, on how they are building one of the most interesting businesses in finance and investing. We cover all aspects of markets and investing. John is one of the smartest, funniest, and most creative people I’ve met in this business. Enjoy! Timestamps 0:00 Intro 0:55 The Evolution of Capital Markets 2:58 Apollo's Growth and Market Innovations 7:12 Global Capital Markets and Geopolitical Shifts 10:56 Innovations in Financing and Investment Strategies 16:05 Athene 21:57 The Future of Asset Management & Market Trends 22:31 The Role of Fees and Business Models in Asset Management 33:33 The Impact of Liquidity and Market Structure 41:33 Apollo's Culture and Shareholder Value 48:22 The Future of Private and Public Markets 53:20 Building a Great Origination Platform 58:46 Case Study: Carvana 1:05:32 Case Study: Hertz 1:10:17 The Role of AI in Finance 1:14:24 Opportunities in Capital Markets 1:19:36 Finding Meaning in Finance 1:25:34 The Kindest Thing

Patrick OShaughnessy

163,458 görüntüleme • 1 yıl önce

The State of Digital Asset Investing in 2026 (What’s Changed) with Mike Dudas of 6MV. Timestamps: 00:00 Intro 01:06 Why Now For VC 03:00 Founders Lack Confidence 05:30 Where Flows Are Going 07:22 Alien Ideas Still Win 09:03 RWA Investing Paralysis 10:23 Pumpfun & Hyperliquid 13:05 Fundamentals Not Rewarded 15:28 Consumer Onchain Thesis 16:35 MegaETH & Base 19:10 Plasma, Arc, Tempo Thesis 21:18 Agent Payments Changing 23:00 General Purpose Chain Risk 24:45 Circle vs. Tether 29:04 New Stablecoins 31:20 Stablecoin Issuers: M0 & Bridge 34:16 Kraken & Paxos IPO 36:08 AI IPOs As A Signal 38:57 Why Prices Hold 41:30 Vaults & Risk Management 44:00 What Comes Next
45:40

The State of Digital Asset Investing in 2026 (What’s Changed) with Mike Dudas of 6MV. Timestamps: 00:00 Intro 01:06 Why Now For VC 03:00 Founders Lack Confidence 05:30 Where Flows Are Going 07:22 Alien Ideas Still Win 09:03 RWA Investing Paralysis 10:23 Pumpfun & Hyperliquid 13:05 Fundamentals Not Rewarded 15:28 Consumer Onchain Thesis 16:35 MegaETH & Base 19:10 Plasma, Arc, Tempo Thesis 21:18 Agent Payments Changing 23:00 General Purpose Chain Risk 24:45 Circle vs. Tether 29:04 New Stablecoins 31:20 Stablecoin Issuers: M0 & Bridge 34:16 Kraken & Paxos IPO 36:08 AI IPOs As A Signal 38:57 Why Prices Hold 41:30 Vaults & Risk Management 44:00 What Comes Next

The Rollup

23,264 görüntüleme • 1 ay önce

New episode out now! Danny Dan Smith Carlos 🟪 We discuss: - The state of prop AMMs - Do moats in crypto exist? - Crypto's token vs equity dilemma - Onchain equities & more! Timestamps: 00:00 Introduction 01:02 The State of Prop AMMs 11:55 Peaq Ad 12:21 Sablier Ad 12:50 How To Build A Moat In Crypto? 22:56 Crypto’s Token Dilemma 44:36 Peaq Ad 45:03 Sablier Ad 45:31 Onchain Equities
1:03:54

New episode out now! Danny Dan Smith Carlos 🟪 We discuss: - The state of prop AMMs - Do moats in crypto exist? - Crypto's token vs equity dilemma - Onchain equities & more! Timestamps: 00:00 Introduction 01:02 The State of Prop AMMs 11:55 Peaq Ad 12:21 Sablier Ad 12:50 How To Build A Moat In Crypto? 22:56 Crypto’s Token Dilemma 44:36 Peaq Ad 45:03 Sablier Ad 45:31 Onchain Equities

Lightspeed

48,122 görüntüleme • 5 ay önce