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By @cdixon, @alive_eth, @guywuolletjr, and @eddylazzarin
Crypto cycles tend to follow a pattern. A wave of speculation pulls in attention and capital. Some of it gets wasted. Some of it funds...
"Value capture is incredibly difficult, and the market is leaking its value at an unbelievable pace at all times."
@eddylazzarin with a counterintuitive take:
"Entrepreneurs are so obsessed with value capture... not because it's serving their greed at every turn. It's actually
For several decades now, the tech industry has been able to get public recognition and external credit for the interesting ideas coming out of it.
So much so that the startup concept of a βminimum...
For several decades now, the tech industry has been able to get public recognition and external credit for the interesting ideas coming out of it.
So much so that the startup concept of a βminimum...
"I think of the market as an information-producing machine."
@eddylazzarin on why the CLARITY Act is the unlock for the experimentation crypto hasn't been able to run yet:
"Because we lack the CLARITY Act, we haven't really been in a position for the market to do its
Crypto has been walled off from the real economy for years. That's changing. @eddylazzarin joins @smc90 and @rhackett to break down why crypto is entering a completely different phase, and what gets built once the rules finally catch up to the technology.
00:00 Intro
01:25
Stablecoins had product-market fit.
What they needed was clarity.
@BChillman, cofounder and CEO of @phantom: "Regulation, when it's thoughtful, is actually a feature."
Many of the best businesses in history have been built by positioning themselves βin the money flowβ β facilitating the creation and transfer of value within a network and taking a cut. The more value...
The AI ownership rush
One of the more interesting side effects of the AI boom is the scramble to own pieces of it.
People crave ownership. Over the last few years, investors have poured money into SPVs that promise exposure to private companies. Secondary markets for startup
Crypto has been walled off from the real economy for years. That's changing. @eddylazzarin joins @smc90 and @rhackett to break down why crypto is entering a completely different phase, and what gets built once the rules finally catch up to the technology.
00:00 Intro
01:25
Many of the best businesses in history have been built by positioning themselves βin the money flowβ β facilitating the creation and transfer of value within a network and taking a cut. The more value...
by @alive_ and @nlevine19
Three barriers have historically kept institutions from adopting crypto: blockchain performance, regulatory ambiguity, and privacy. The first barrier is largely overcome:...