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Boop.Fun leading the way with a new launchpad on Solana.
Franklin Bi
Algemeen Aandeelhouder @PanteraCapital | Hier voor de bouwers | OG blockchain + crypto navigator @JPMorgan
De eerste aflevering van onze Stateful-podcast is uit 😎
We zijn enthousiast om de innerlijke werking te delen van hoe we denken, debatteren en leiden in het crypto-venturelandschap. Deze sessie behandelde:
- Het huidige venturelandschap in blockchain / crypto
- Waar de Digital Asset Treasuries hierna naartoe gaan
- Nieuwe investeringsthema's
- Wedden op @RobinhoodApp vs @Coinbase
- Stablecoin / Betalingsketens
- Onchain privacy
Een klein deel van onze dagelijkse discussies... Meer komt eraan!
17 dec 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?
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