Fundamentals

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-2024 The Year Ahead: 10 Crypto Predictions for 2024: https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2024 Bitwise: https://bitwiseinvestments.com/ Bitwise on X: https://twitter.com/BitwiseInvest Ryan on X: https://twitter.com/RasterlyRock ------------------------------------------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ------------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ------------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.substack.com/ ------------------------------------------- Timestamps: 00:00 Introduction 00:42 What is Bitwise? 01:40 Overview of Bitwise’s product suite 03:12 Which assets does Bitwise consider “investment grade”? 07:35 The pros and cons of a conservative approach to the market 09:00 The current state of institutional interest towards crypto 12:34 How financial advisors operate, and how it affects crypto allocations 14:01 Explaining the differences between BTC and ETH as investment assets 19:10 Thoughts on the potential Ethereum ETF 22:10 How is Bitwise educating investors and advisors in practice? 27:21 The role of onchain data in education 30:40 Current crypto use cases that Ryan finds most interesting 38:25 10 crypto predictions for 2024 ... Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. #Bitwise #Crypto #Bitcoin #TokenTerminal

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 Introduction 00:30 The core problem that Tezos set out to solve 01:48 What are Tezos’s unique advantages that make it a compelling choice for developers? 03:25 The technical innovations that enable Tezos to reach 1 million TPS 05:19 Current technical bottlenecks – building a Data Availability Layer (DAL) for Tezos 07:00 Difference between Celestia DA and Tezos DAL 10:03 How the DAL affects user experience 11:37 Tezos' core strengths in the blockchain market 13:14 The main challenges facing Tezos today 15:30 What could be the catalyst for increased traction on Tezos? 19:00 The top dApps on Tezos today 21:50 Tradeoffs in blockchain design 24:07 What tools are available to analyze activity on Tezos? 25:14 What metrics and KPIs are guiding business development decisions at Tezos? 27:21 Tezos' economic model 30:25 Ensuring long-term sustainability 33:30 Quantifying the effectiveness of a store of value asset 36:30 The daily active users (DAU) metric 39:30 Growth plan: Focus areas going forward 42:02 Technological superiority: Why is it necessary? 44:22 What does success for Tezos look like? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Tezos #XTZ #Blockchain #Fundamentals #Crypto #tokenterminal

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/superanonymousk Manta on X: https://twitter.com/mantanetwork New Paradigm: https://newparadigm.manta.network/about Manta Pacific on Token Terminal: https://tokenterminal.com/terminal/projects/manta Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:57 Overview of Manta Network 02:23 The core problems that Manta Pacific aims to solve 05:03 Overview of Manta Pacific’s modular tech stack 08:00 The benefits of using Celestia for modular DA 10:52 How does Manta Pacific address the specific needs of ZK applications? 14:26 Examples of ZK use cases that benefit end users 17:46 The modular vs. monolithic debate – why is modularity better? 24:13 Introduction to New Paradigm: a yield-bearing L2 27:54 “It’s time to ditch other L2s” 29:38 Crypto as the enabler of a borderless global economy 34:16 Manta Pacific’s economic model 37:11 Value accrual 38:50 The role of the MANTA token 40:00 Reflecting on Manta’s recent funding round 44:29 The team behind Manta Network 45:29 The metrics and KPIs Manta uses to measure success 47:10 Current challenges 49:23 Performance review of Manta Pacific’s first three months on mainnet 52:09 Looking forward: upcoming features and milestones … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #MantaNetwork #MantaPacific #Blockchain #Fundamentals #DeFi #Crypto #tokenterminal

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-fundamental MarketVector™ Token Terminal Fundamental Cap-Weighted Strategy Index: https://www.marketvector.com/indexes/digital-assets/marketvector-token-terminal-fundamental-cap-weighted-strategy Martin breaks down the process of developing index products, what the current state of the market is, and where the need for more multi token baskets stems from. We speak about the selection and weighting approach for the Fundamentals index suite, covering their structure, composition, backtesting results, the initial market response, and more. Martin also walks us through the impact of real-time onchain on indexing, and sheds some light on the regional differences in the perception of crypto today. Tune in for an insightful discussion about the fundamentals of digital asset indexing. MarketVector: https://www.marketvector.com/ Martin on X: https://twitter.com/mleinweber2 MarkertVector on X: https://twitter.com/MarketVector

Mastering Crypto Assets: https://www.amazon.com/Mastering-Crypto-Assets-Investing-Ethereum/dp/1394205392 Make sure to leave a comment if you have any questions 🙌 ----------------------------------------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:44 Overview of MarketVector 03:39 MarketVector’s journey in the digital asset space 06:28 The process of developing an index product 10:35 MarketVector’s current strategy for digital asset indexing 12:11 The current customer base for digital asset indexes 15:06 Why a fundamentals based index is important for the space 17:47 Overview of The MarketVector Token Terminal Index Suite 21:24 Weighting of the Fundamentals Indexes: fundamentals & market cap 25:21 Key learnings from backtests 27:59 Customizing the indexes with Token Terminal’s onchain data 30:22 The markets response to the Fundamental index suite 31:47 Regional differences in the perception of crypto 35:30 The range of opportunities real-time onchain data offers for indexing 38:35 MarketVectors expectations for the Fundamentals Index Suite 40:07 The challenges that come with real-time onchain data 43:03 Primer to Martin’s new book: “Mastering Crypto Assets” 46:49 Where do we see the digital asset market heading in the next decade … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice.

Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #MarketVector #Index #Fundamentals #Crypto #TokenTerminal

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/devinawalsh Uniswap Foundation: https://www.uniswapfoundation.org/ Uniswap Foundation on X: https://twitter.com/UniswapFND ----------------------------------------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps:00:00 Introduction01:34 UF's mission & purpose04:01 The UF’s short- and long-term goals08:42 The UF’s expense structure & where capital is being allocated11:46 Approach to innovation: partnering vs. building in-house vs. funding 15:50 Uniswap’s position within the exchange market20:49 What does a “successful Uniswap” look like?27:47 Addressing critique that alleges "Uniswap has become more centralized”35:48 Who are the LPs on Uniswap?38:35 How is Uniswap working to improve the user experience for LPs?42:20 What portion of LPs are profitable on Uniswap today?45:22 Uniswap’s core focus area for the next 6 months47:44 UNI tokenholders50:31 Biggest risks facing Uniswap today Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Uniswap #UniswapFoundation #DEX #Fundamentals #Crypto #TokenTerminal

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/EmanAbio Sui: https://sui.io/ Sui on X: https://twitter.com/SuiNetwork Mysten Labs: https://mystenlabs.com/ Mysten Labs on X: https://twitter.com/Mysten_Labs ----------------------------------------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:00 The core problem that Sui solves 05:20 The technical innovations that Sui introduced to enable unlimited scalability 09:27 The state of Sui’s current infrastructure, reaching +270k TPS 11:02 Simple transactions vs. special transactions 13:47 What is the tradeoff Sui makes to achieve this level of scalability? 15:08 Vision for Sui’s future within the blockchain market sector 19:26 Modular vs. monolithic blockchains – why is Sui a monolith? 21:18 How important is EVM compatibility, really? 23:32 What does Sui's current app & developer landscape look like? 26:04 The core contributors behind the Sui blockchain 27:47 Sui’s economic model 31:33 Ensuring economic sustainability 34:02 Thoughts on value accrual 36:01 What is the venture case for Sui? How does the platform capture value? 38:12 What KPIs and metrics are best suited to assess Sui’s performance? 39:40 Performance review of Sui’s first six months on mainnet 41:51 Achievements that deserve more attention from the crypto community and media 44:06 The role of strategic partnerships in boosting growth 46:27 What are the main challenges for Sui today? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol.Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Sui #Blockchain #Fundamentals #Crypto #TokenTerminal

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/awettermann Shima on X (Twitter): https://twitter.com/shimacapital Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps:

00:00 Introduction

02:28 Overview of Shima Capital

03:22 What problem does Shima solve for LPs?

04:13 What does Alex’s day-to-day look like as the head of gaming at Shima?

07:14 The barrier to entry for researching crypto is high

09:32 The core value proposition of web3 in gaming

13:24 The current state of onchain gaming

17:15 Would a Supercell-style game development model work in web3?

20:13 Does the financialization of in-game assets make it harder for game studios to iterate?

24:03 Net new experiences and monetization models enabled by web3

27:22 Balancing monetization and gameplay in web3

30:58 What trends or verticals in web3 gaming currently stand out?

36:56 Investing throughout the web3 gaming tech stack

38:07 Value accrual

40:56 The thesis behind investing in Pudgy Penguins

42:39 The biggest hurdles facing web3 gaming today

45:35 What are the main KPIs that Shima focuses on?

49:38 What qualitative data could be helpful at scale?

51:18 How does Shima work with their portfolio companies? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #ShimaCapital #Fundamentals #Gaming #Crypto #tokenterminal

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_re7 Re7 on X (Twitter): https://twitter.com/Re7Capital Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction

01:22 Overview of Re7 Capital

03:33 Building a cycle agnostic business

06:07 What is Re7’s edge?

07:59 Current state of the market, and what makes web3 interesting

11:44 What is intrinsic value in crypto?

15:21 Valuing a multidimensional asset like ETH

20:12 The significance of monetary premium for an asset like ETH

24:03 Betting on ETHs growth rather than moneyness

25:19 Investment approach to DeFi applications

30:33 KPIs for identifying potential success in early stage projects

33:19 The power of granular transaction-level data

34:26 Achieving similar upside to traditional VC in a de-risked fashion

37:30 The pros and cons of liquid venture

39:30 Case example from Re7s portfolio: Gelato

43:28 The Re7 Risk Index

49:08 What trends and market sectors currently stand out in crypto?

51:12 The biggest challenges and opportunities for Re7 today … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Re7Capital #Fundamentals #DeFi #Crypto #TokenTerminal

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/FantomFDN Michael on X (Twitter): https://twitter.com/michaelfkong Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction

01:21 Fantom’s core value proposition

03:54 Why L1 and L2 blockchains are the same thing

06:45 What sets Fantom apart from other blockchains tackling similar problems?

09:30 What dApps are best suited to be built on Fantom?

13:01 Vision for Fantom’s future within the blockchain market sector

16:57 The importance of EVM compatibility

20:54 Core contributors to the development of the Fantom blockchain

24:21 Fantom’s economic model

28:08 Ensuring economic sustainability

32:08 The venture case for Fantom

35:28 Best metrics/KPIs to measure and value the performance of a blockchain

38:09 Monetary premium: is it relevant in the context of Fantom?

40:55 Challenges and bottlenecks in Fantom’s growth

44:12 Most exciting developments: Fantom Sonic  … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Observations and views expressed herein may be changed by Token Terminal at any time without notice. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Fantom #Sonic #Blockchain #Crypto #tokenterminal

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/ethereuminvestmentframework Michael: Linkedin: https://www.linkedin.com/in/michael-austin-nadeau X (Twitter): https://twitter.com/JustDeauIt The DeFi report: https://thedefireport.io/#newsletter Ethereum’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/ethereum Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 02:02 Intro to the Ethereum Investment Framework 02:56 The inspiration behind the Ethereum Investment Framework 05:09 The main components of the investment framework 07:47 The evolution of the internet and Ethereum's place in it 11:30 How the Ethereum Investment Framework compares to other models in the industry? 13:45 The role of data in the investment framework 16:24 The influence of economic and financial theories on the framework 19:38 How to best utilize the Ethereum Investment Framework 22:01 Approaches to valuing Ethereum 28:25 Biggest learnings from the process of creating this framework 34:21 Future plans for other cryptoasset frameworks 38:36 The future of Ethereum and the investment landscape 42:00 Conclusion and final thoughts … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Readers are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Ethereum #ETH #TokenTerminal #DeFiReport

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 values zkSync: https://zksync.io/ Matter Labs: https://matter-labs.io/ X (Twitter): https://twitter.com/zksync Alex: https://twitter.com/gluk64_ZkSync Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps:

00:00 Introduction

01:25 zkSync's core value proposition

02:18 Why are ZK proofs the most viable technology to enable the mainstream adoption of public blockchains

05:42 What sets zkSync apart from other blockchains tackling similar problems?

14:12 ZK Stack: a modular framework for building sovereign ZK-powered Hyperchains

18:39 How is zkSync solving crypto's UX painpoints?

23:04 Has native account abstraction been a growth driver?

25:00 What is the importance of EVM compatibility?

27:19 What is zkSync's position and role in a crypto native future?

29:14 Core contributors to the development of zkSync

30:17 zkSync Era's economic model

31:02 Value accrual within the zkSync ecosystem

31:28 How does zkSync benefit economically from Hyperchains?

32:33 What metrics and KPIs are best suited to measure/value a blockchain

34:01 The venture case for zkSync & how it differs from a traditional software business

36:49 Current growth challenges

38:15 Most exciting developments within the zkSync ecosystem … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #zkSync #Ethereum #Blockchain #Crypto #tokenterminal

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/awettermann Shima on X (Twitter): https://twitter.com/shimacapital Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:40 Overview of Shima Capital 06:49 The evolution of gaming and crypto 10:11 The core value proposition of web3 in gaming 14:43 The state of on-chain gaming 18:42 The challenges of web3 gaming 23:56 The future of web3 gaming 25:34 The economics of in-game assets in web3 28:59 Balancing monetization and gameplay in web3 29:49 Designing games for different types of gamers 30:16 The role of monetization in game design 31:18 The importance of user retention in gaming 32:13 Exploring new archetypes of gamers 32:41 Challenges in game development 33:16 Trends in the current web3 gaming market 33:40 The value of intellectual property in gaming 34:07 The potential of on-chain economies and genre mixing 35:30 Exploring out of app monetization and progressive web apps 37:57 The future of IP licensing and metadata standards 39:38 Investing in the gaming stack 48:44 The role of data in investment decisions 54:46 Working with portfolio companies … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol or enter into, or offer to enter into, any agreement for or with a view to buying or selling any token or participating in any protocol. Statements made herein (including statements of opinion, if any) are wholly generic and not tailored to take into account the personal needs and unique circumstances of any reader or any other person. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #ShimaCapital #Fundamentals #Gaming #Crypto #tokenterminal

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/StratosXYZ Rennick: https://twitter.com/RennickPalley Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:48 Overview of Stratos 03:09 What problem does Stratos solve for LPs? 05:12 The vast majority of cryptoasset value consists of L1 & L2 tokens – what are the implications for investors? 10:56 “Monetary premium” and its significance in valuing L1 blockchains 16:59 The function of revenue in a L1 network – economic balance 19:36 Positive economic balance is not a strict requirement for monetary premium 21:30 Country theory of L1s 25:09 Blockspace purchasing power parity 28:09 Real vs. speculative intrinsic value 30:43 Why is achieving sustainability so challenging for L1s? 35:09 Sovereignty of money comes with existing outside purely financial metrics 36:41 Fat protocol thesis: what changes as we move towards more modular architectures? 42:45 Where does value accrue when competition increases at the app layer? 45:09 How will dApps creating application-specific rollups affect value accrual? 47:47 How do the above valuation methodologies adapt from L1s to L2s? 51:46 Envisioning the future of value accrual for L2 tokens 53:36 Why it’s so easy for someone coming from tradfi to middle-curve crypto? … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Stratos #Fundamentals #Blockchain #Crypto #tokenterminal

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/MathijsvEsch Maven 11 on X (Twitter): https://twitter.com/Maven11Capital Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps:

00:00 Introduction

01:29 Overview of Maven 11

02:31 What problem does Maven 11 solve for LPs?

03:38 What characteristics make crypto interesting as an asset class?

04:39 Backing founders that are redefining ownership

05:35 Investment discovery process

08:08 What market sectors does Maven 11 focus on?

09:20 Due diligence and decision-making

11:27 What role does data play in the investment process?

12:56 The utility of airdrops

14:01 What KPIs stand out when analyzing projects?

15:26 Red flags from an investors point of view

17:49 Great technologies vs. great investments

20:34 Assessing value capture

22:39 Public goods from an investors point of view

23:41 Modular blockchains: what and why?

25:53 Maven 11’s modular blockchain thesis

27:51 Will all chains evolve towards more modular designs?

29:54 Developments that stand out in the modular blockchains space

32:46 Case from Maven11’s portfolio: Maple Finance

34:01 Case from Maven11’s portfolio: Astria

35:38 What kind of support from investors is in highest demand for early stage crypto projects?

38:31 Risk management 

39:39 Challenges that funds face in crypto today

41:06 Current macro sentiment  … Crypto redefines the way businesses are built and operated. Token Terminal gives you the tools to evaluate and track the most promising projects. The following content is meant purely for educational and informational purposes, and should not be relied upon as financial, investment, legal, tax, or any other professional advice. The authors of this content, or members, affiliates, or stakeholders of Token Terminal may be participating, or are invested, in protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol. None of the content and information herein is presented to induce or to attempt to induce any reader or other person to buy, sell or hold any token or participate in any protocol. Token Terminal accepts no liability whatsoever for any losses or liabilities arising from the use of or reliance on any of this content. #Maven11 #Fundamentals #Blockchain #Crypto #tokenterminal

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_jog Sei on X (Twitter): https://twitter.com/SeiNetwork Sei Labs on X (Twitter): https://twitter.com/Sei_Labs Make sure to leave a comment if you have any questions 🙌 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:25 Sei’s thesis & core value proposition 05:53 The main optimizations that Sei is focused on 12:17 Striking a balance between efficiency and decentralization 15:01 How is Sei positioned within the blockchain market? 18:45 Sei ecosystem: apps and projects 20:43 Sei ecosystem: current userbase 23:16 Monolithic vs. modular blockchains 25:02 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 blockchain 32:23 Economic model: How does Sei accrue value? 36:07 Ensuring economic sustainability 38:41 Current challenges related to growth 40:55 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/ ----------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokenterminal ----------------------------------------- 📱 Follow us on Twitter: ► https://twitter.com/tokenterminal ----------------------------------------- 📩 Subscribe to our Newsletter: ► https://tokenterminal.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:40 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, 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

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📱 Follow us on Twitter:

► https://twitter.com/tokenterminal

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📩 Subscribe to our Newsletter:

► https://tokenterminal.com/resources

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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 🙌

📊 Token Terminal platform:

► https://www.tokenterminal.com/

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💬 Join our Discord:

► https://discord.com/invite/tokenterminal

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📱 Follow us on Twitter:

► https://twitter.com/tokenterminal

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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 🙌

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Timestamps:

00:00 Introduction

01:39 The goals and vision behind the Endgame update

07:28 Unifying branding & how it contributes to the growth and resilience of Maker?

10:13 SubDAOs: How will parallelized growth and specialization benefit the ecosystem?

15:40 How will SubDAOs fund operations?

22:02 AI tools to enhance governance processes & level the playing field

30:26 Governance participation rewards

36:52 The rationale for deploying a new blockchain

48:32 How will the Endgame roadmap position Maker 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.

#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/TheiaResearch GMX’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/gmx Gains Network’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/gains-network Trader Joe’s dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/trader-joe 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 02:31 Theia’s founding story & overview of the fund 05:30 The problem that Theia solves for investors 07:17 All-DeFi rule at Theia 08:43 Theia’s 3 strategies & how they work with and support portfolio co’s 12:02 The possibilities that come with real-time streaming of data 13:56 What do fundamentals mean in crypto? 15:34 Crypto projects do generate cash flows for tokenholders 17:37 The Theia Underwriting Engine 18:55 The Theia Underwriting Engine: Case GMX 21:33 Open source = composability for both projects and investors 22:57 What does Theia look for in potential investments? 28:04 Investment thesis: Trader Joe 29:15 Investment thesis: gTrade (Gains Network) 30:27 Focus on DeFi and cash flows 32:47 Bottom-up approach to the market 33:56 Challenges that funds face in crypto: Getting reliable data 35:36 Challenges that funds face in crypto: Regulatory overhang 36:34 Challenges that funds face in crypto: Risk management 38:34 What it requires to be a fundamental investor in crypto 39:25 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/polkadot Polkadot Site: https://polkadot.network/ Twitter: https://twitter.com/Polkadot Shawn: https://twitter.com/shawntabrizi 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

00:59 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-service ENS Site: https://ens.domains/ Twitter: https://twitter.com/ensdomains Greg: https://twitter.com/gregskril 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 01:12 The purpose of ENS 02:07 ENS is more than .eth 03:00 Crypto-enabling DNS names 04:11 Most common use cases for ENS today 05:27 Offchain ENS names 10:23 ENS v3 12:29 Overview of ENS’s most important smart contracts 14:03 The market and ENS’s position within it 15:48 Business model & revenue streams 19:13 The ENS token 19:45 Growth drivers and challenges 21:35 Most exciting things happening in the ENS ecosystem 23:09 The contributors behind ENS 24:53 The end state of ENS 25:21 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-finance Alchemix Site: https://alchemix.fi/ Twitter: https://twitter.com/AlchemixFi Scoopy: https://twitter.com/scupytrooples 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 02:12 The problem that Alchemix solves 02:53 Technical overview of the protocol 07:45 Most common use cases for Alchemix 09:40 Who is the target customer? 10:37 Economic and business models 15:09 The ALCX token 16:50 Biggest growth drivers and challenges 18:02 The team behind Alchemix 19:56 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/ClHYrqdACDg 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.com/resources ----------------------------------------- Timestamps: 00:00 Introduction 01:12 The past few months at Morpho 01:58 Integrations driving growth 02:46 Morpho-AaveV3 03:23 New features introduced with Morpho-AaveV3 06:20 How do AaveV3's supply- and borrow caps affect Morpho? 08:42 Overview of Morpho-AaveV3's smart contract infrastructure 10:10 What security means in crypto, and why it's so important 11:23 Internal security measures & the process for developing new contracts 13:46 Stakeholders involved in the contract development process 15:34 Operational- and cyber-security 17:50 Aligning the economic incentives for all stakeholders 18:52 Morpho's security budget & expenditure 19:51 Morpho's position within the contract design space 21:36 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/solana Solana Site: https://solana.com/ Twitter: https://twitter.com/solana Anatoly: https://twitter.com/aeyakovenko 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 01:52 Solana’s core value propositions 03:37 Optimizations compared to previously launched blockchains 08:05 Solana’s position in the multichain blockchain landscape 11:22 The end game for Solana 14:22 What applications are best suited to be built on Solana? 19:21 The teams that contribute to the core development of the Solana blockchain 20:55 Economic sustainability 24:58 Solana as a venture-backed business 26:52 Are blockchains businesses? 29:42 What are the best metrics to measure/value a blockchain? 31:25 Solana Mobile 36:05 Current growth drivers 39:11 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 SES Site: https://ses.makerdao.network/ Twitter: https://twitter.com/MakerDAO_SES Wouter: https://twitter.com/wkampmann MakerDAO’s dashboard on Token Terminal: 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 00:55 MakerDAO and the DAI stablecoin 03:03 What are Core Units? 03:33 The Sustainable Ecosystem Scaling Core Unit 04:40 The expenses dashboard & its purpose 07:05 How is MakerDAO structured as an on-chain organization? 09:42 Overview of the different Core Units & what they do 12:45 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 reports 19:42 Forecast & MKR Vesting -tabs 21:20 Auditor cycle – quality control and auditing of expense reports 24:40 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/

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💬 Join our Discord:

► https://discord.com/invite/tokenterminal

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📱 Follow us on Twitter:

► https://twitter.com/tokenterminal

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📩 Subscribe to our Newsletter:

► https://tokenterminal.com/resources

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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

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/inkymaze 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

01:07 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/

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💬 Join our Discord:

► https://discord.com/invite/tokenterminal

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📱 Follow us on Twitter:

► https://twitter.com/tokenterminal

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📩 Subscribe to our Newsletter:

► https://tokenterminal.com/resources

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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/

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💬 Join our Discord:

► https://discord.com/invite/tokenterminal

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📱 Follow us on Twitter:

► https://twitter.com/tokenterminal

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📩 Subscribe to our Newsletter:

► https://tokenterminal.com/resources

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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/

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💬 Join our Discord:

► https://discord.com/invite/tokenterminal

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📱 Follow us on Twitter:

► https://twitter.com/tokenterminal

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📩 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/

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💬 Join our Discord: 

►  https://discord.com/invite/tokenterminal

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📱 Follow us on Twitter:

► https://twitter.com/tokenterminal

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📩 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