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The Dark Side of Token Launches | Arthur Cheong & Sean Lippel
1时07分40秒
05-14
Episode Summary
Voice Summary:
0:00:00

In today's episode Jason is joined by Arthur of DeFianceCapital and Sean of Fintech Collective. They kick off the episode by discussing the current state of token launches, highlighting the unsustainable model of low float and high fully diluted valuations that often leave retail investors at a disadvantage. They explore the challenges in accurately valuing crypto assets and the need for better alignment of incentives between teams, investors, and the broader market. The episode concludes with Arthur and Sean sharing their high-conviction bets for this market cycle. Thanks for tuning in!


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Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire


Follow Arthur: https://twitter.com/Arthur_0x

Follow Sean: https://twitter.com/seanlippel

Follow Jason: https://twitter.com/JasonYanowitz

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Start your day with crypto news, analysis and data from Katherine Ross and David Canellis. Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub – Arbitrum has it all. 


Get started at:

portal.arbitrum.io 

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This episode is brought to you by Aura, the AI-powered digital security protection app that keeps your personal information, passwords, online activity, and tech safe from digital threats. It’s all-in-one protection from identity theft, financial fraud, malware, scams, and more.


For a limited time, Aura is offering our listeners a 14-day FREE trial plus up to 55% off an Aura subscription.


Visit aura.com/blockworks to sign up for your free trial.

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SKALE is a modular, AppChain network that offers zero gas fee transactions and instant finality. Tailored for ease of development and onboarding, SKALE's configurable EVM chains enable next-gen use cases in gaming, AI, DePin, and others. With over 20,000,000 users having saved over $6 Billion on gas fees, SKALE is the blockchain for mass adoption.


Bridge to SKALE at portal.skale.space and stay up to date with the gasless blockchain at @skalenetwork

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Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.


If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz

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Timestamps:

(0:00) Introduction

(01:52) Crypto VCs are Broken

(14:31) Best Token Launch Model

(22:11) Valuing Crypto Assets

(29:20) Arbitrum Ad

(30:08) Aura Ad

(30:56) Kinto Ad

(31:52) Skale

(33:08) Evaulating LDO & ETHFI

(51:57) Active Investments

(57:51) Highest Conviction Bets

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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.


Next Episode
Time To Be Bullish? | 1000x

This week we discuss is it time to be bullish or bearish? As markets continue to chop sideways, we discuss how now is the time to consolidate your portfolio into high conviction bets & what to expect in the coming weeks on the back of a bullish CPI print that gave resurgence to an otherwise sleepy market. Enjoy!

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Follow Avi: https://twitter.com/AviFelman

Follow Jonah: https://twitter.com/jvb_xyz

Follow 1000x: https://twitter.com/1000xPod


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Perennial is an on-chain derivatives protocol built from first principles to be a DeFi primitive. The core protocol is minimalist, flexible, and efficient, allowing Perennial to mold to the needs of many different users & use cases.


Perennial has a super efficient core protocol that lets LPs use native maker leverage — allowing $1mn in TVL to back to $5-10mn in Open interest.


Trade and LP at: https://perennial.finance/1000x

Social: https://twitter.com/perenniallabs

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Timestamps:

(0:00) Introduction

(2:10) Expect More Chop

(10:31) Bitcoin vs Gold ETFs

(18:25) Perennial Ad

(19:57) Meme Coins

(25:34) Time To Be Bullish Or Bearish?

(30:32) The ETH ETF

(40:12) The Return Of Roaring Kitty

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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

46分47秒 2024-05-16
Host
Empire 名片
Single Episode:45
05-14