Populære emner
#
Bonk Eco continues to show strength amid $USELESS rally
#
Pump.fun to raise $1B token sale, traders speculating on airdrop
#
Boop.Fun leading the way with a new launchpad on Solana.
Franklin Bi
Hovedpartner @PanteraCapital | Her for byggerne | OG blockchain + kryptonavigator @JPMorgan
Den første episoden av vår Stateful-podcast er ute 😎
Gleder meg til å dele hvordan vi tenker, debatterer og leder på tvers av krypto-venturelandskapet. Denne økten dekket:
- Dagens venturelandskap innen blokkjede / krypto
- Hvor digitale aktiva-treasuries går herfra
- Nye investeringstemaer
- Satsing på @RobinhoodApp vs @Coinbase
- Stablecoin / betalingskjeder
- Onchain-personvern
En liten del av våre daglige diskusjoner... Mer kommer!
17. des. 2025
The inaugural Stateful podcast is live.
@masonnystrom sits down with @Veradittakit and @FranklinBi to unpack why crypto venture deal count dropped 50% while fundraising hit $34B – and what that flight to quality means for the next cycle.
Plus hot recent takes on DATs, payment chains, privacy investing, and whether the L1 trade is actually dead.
Three -85% drawdowns. Four cycles. No hype.
00:20 Stateful Introduction
00:57 State of Crypto Venture – The Data
01:38 Why Deal Count Dropped 50%
03:53 Circle IPO & The Exit Story
07:10 Digital Asset Treasuries – What’s Next?
11:51 Investment Themes & Trends
12:43 Tokenization Multi-Decade Play
14:15 ZK-TLS and Non-Custodial Data
16:28 Stablecoin Payment Rails
18:10 Prediction Market Unlock
21:58 Bullish or Bearish: $HOOD vs. $COIN
27:54 Bullish or Bearish: Stablecoin Payment Chains
34:18 Privacy as Feature vs. Product
38:28 The Timeline: Vesting Schedules
44:34 Is the L1 Trade Dead?
66
Topp
Rangering
Favoritter