Crypto Adoption Curve

Avalanche is building a fast finality proof of stake smart contract blockchain that settles transactions in sub-seconds.  The frequent high gas prices on the Ethereum have shut out many crypto users and congested the network.  With users and project teams both looking for alternatives, Avalanche has recently announced a massive $600mil incentive program to encourage more builders and users to try out its super fast L1 solution.   In this episode, Jay, the VP of Marketing at Ava Labs, explores with us the Avalanche ecosystem and popular dapps that we can use on Avalanche. To find more, please visit https://ecosystem.avax.network/

When most of world's trillion dollar credit market function on an uncollateralised basis, we in crypto have so far left this opportunity unaddressed. Goldfinch is one of the innovators going after this market opportunity by leveraging cryptoeconomic incentives and decentralised credit assessment processes.     Listen to my conversation with Blake and Mike, the two Co-Founders, to learn how can you borrow a stablecoin loan without the customary crypto collateral requirement. Or if you have credit analysis expertise, how can you pursue opportunities with the financial backing from Goldfinch's liquidity providers.   Learn more about the project https://goldfinch.finance  https://discord.gg/HVeaca3fN8

Did you know there were $20billion loans made by Genesis Trading in Q1 2021? Have you ever wondered what does it take to move from what is currently capital inefficient overcollateralized loans to under/uncollateralised loans in crypto? What unlocks would this capital efficient loan making process enable?    In this episode I chatted with Sidney Powell, CEO of Maple Finance, who spent much of his career in corporate lending business, on bringing together risk assessors, liquidity providers and institutional borrowers through incentives design and expertise requirements.   Find out more about Maple Finance:  https://www.maple.finance/  https://discord.com/invite/CrgPep9  https://twitter.com/maplefinance

Have you ever traded a perpetual swap because it allowed you to gain a 10x capital efficient exposure to an asset or allowed you to implement a basis trading strategy. Why does decentralised perpetual swaps not work on Ethereum L1 yet found much success on a higher performant chain such as Ethereum L2s. What are some of the use cases of perpetual swaps in a crypto native setting?   In this episode I chatted with Eric Chen, the founder of Injective Protocol, a Cosmos and EVM compatible purpose built blockchain for derivatives creation and trading. We dived deep into the technology stack and cryptoeconomic incentives enabling market making, security and trading activities on the chain.  

How did the crypto market evolve from the early 2010s to what it is today? In this episode I talked with Josh Lim about the market structure changes and the evolution of one of industry's heavyweight - Genesis Trading.    Genesis Trading is building a fully integrated prime brokerage platform for institutional crypto players. To learn more about the firm, go to https://genesistrading.com  

Why does the crypto project only raise one round or a few rounds early in its life compared to a traditional startup? What are the underlying narratives in crypto VC market and what are their relative importance in relations to being a good investment at the right time?   These are some of the questions we talk about in this episode where I had the pleasure of explore VC investing with Rennick Palley, the Founder and CIO of Stratos Technologies. Rennick has a long track record in equity research and investing.  He has led Stratos Technologies in early investments in Compound and other crypto projects that are likely to shape the evolution of the industry in the coming years. Listen to our conversation to learn more.   Stratos Technologies Website: https://www.stratoslp.com/ Stratos Twitter:  https://twitter.com/StratosTec Stratos LinkedIn: https://www.linkedin.com/company/stratostec/about/ Medium Publication: https://medium.com/stratos-technologies

How does a crypto fund that is $30mil in size land the hottest crypto projects, such as OpenSea, Theta and Celsius, before or at the same time as the giants like Andreessen Horowitz.   In this episode, I had the pleasure to chat with Miko Matsumura, GP of gumi Cryptos Capital and a veteran Valley entrepreneur and investor, to discuss and dissect the secret behind its success and unicorn investments.   Miko also hosts his own show MikoBits. Do check it out https://www.youtube.com/channel/UCcvr_fLs0J9LEvK-BqLkiBA

With over $40 billions locked inside DeFi and the TV constantly increasing, the total addressable market for insurance product is huge. Yet only a few hundreds of millions is insured. What are some of the market trends, product adoption challenges and opportunities in this largely untapped market?   In this episode I talked with Lucius Fang of Coingecko who has an actuary background and experience. He recently wrote a great article (https://www.coingecko.com/buzz/decent...) on the topic. We unpacked, explored and discussed various product features in the current market.

What do Vega, Terra, 1inch and Agoric have in common? They all have Rockaway Blockchain Fund as their investor. Based in Europe while investing globally, Rockaway has built an impressive portfolio. With corporate backing and an experienced and entrepreneurial team behind it, Rockaway is making bets on projects that aim to define the crypto space of the future.   In this episode, I talked with David Rakusan, Investment Manager at Rockaway Blockchain Fund, to dive into its investment process and focus.

What does it take to go from zero to billions of dollars in tractions? The chart climbing L1 project Terra is seeing explosive growth in its ecosystem and product usage. Supported by real world as well as crypto users and tier-1 VCs such as Binance and Galaxy, Terra is setting its sight firmly on user adoption and value accrual for the Luna holders.    In this episode, I talked with the CEO and Founder Do Kwon about his journey and plans for the future.