The New Economics of Crypto Tokens | Austin Barack

What if the most interesting crypto investments of the next cycle aren’t new blockchains at all? Relayer Capital founder Austin Barack joins David to explain why his attention has shifted toward a small group of applications with real users, rapidly growing revenue, and increasingly explicit token value capture. --- 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24 https://bankless.cc/spotify-premium --- BANKLESS SPONSOR TOOLS: 🔓NEAR | TRADE CONFIDENTIALLY, GET 20% BACK https://bankless.cc/near2026 🔑BITKEY | GET 10% OFF USE CODE: BANKLESS | #bitkeypartner https://bankless.cc/bitkey 🎯THE DEFI REPORT | ONCHAIN INSIGHTS https://thedefireport.io/bankless 👑BANKLESS CONTENT MCP https://www.bankless.com/premium --- TIMESTAMPS 0:00 Finding Growth and Value in Crypto 4:17 Why Liquid Tokens Are Winning His Attention 7:00 How Austin Values Venice and VVV 15:34 The Biggest Bet in the Venice Model 24:53 Can Venice Balance Growth and Token Value? 32:53 Venice Growth and the OpenRouter Signal 37:31 Can Fundamental Tokens Outperform the Crypto Cycle? 43:50 Pump, Hyperliquid and EtherFi 48:57 EtherFi’s Shift Into a Neo Brokerage 58:24 Why the Market Discounts Pump 1:02:42 The Next Era of Crypto --- RESOURCES Austin Barack https://x.com/AustinBarack --- Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1335)

ROLLUP: Robinhood’s Meme Economy | Solana Cuts Issuance | Saylor’s Comeback | AI Alarm

Robinhood Chain is exploding as memecoins collide with tokenized stocks and Haseeb thinks the whole thing may end badly. Ryan and Haseeb unpack the new casino economy, Saylor’s Bitcoin comeback, Solan...

4 Syys 1h 6min

FWA and the New Market Structure for NFTs | Adam (Rhynotic) and Eric Conner

What if the answer to NFT liquidity looked more like opening a Pokémon pack than trading on a traditional marketplace? FWA creator Adam “Rhynotic” joins David Hoffman and Eric Conner to unpack Fake Wo...

3 Syys 55min

"We Want to Be Bigger Than the CME" | Kalshi's John Wang

Kalshi’s ambition extends far beyond winning prediction markets. It wants to become the largest exchange on Earth. John Wang joins David to explain Kalshi’s regulated crypto-perps push, upcoming gold ...

1 Syys 1h 7min

Bullish on Automation and Robotics, but not Humanoid Robots | Shahin Farshchi

Robotics hype is everywhere, but are humanoids actually the main event? Lux Capital partner Shahin Farshchi joins David to explain why the bigger opportunity may be AI-powered automation hiding inside...

31 Elo 54min

ROLLUP: The Debasement Trade is Back | Bessent Put | Tokenized Stocks | AI Capital Crunch

Bitcoin may be entering a new cycle just as the Treasury starts pushing back on rising yields. Ryan and Haseeb break down the Bessent Put, the return of the debasement trade, Coinbase’s tokenized stoc...

28 Elo 1h 5min

Ethereum Privacy for Institutions | Mo Jalil and Oskar Thoren

Wall Street wants to come onchain, but public-by-default finance creates a problem institutions cannot ignore. ETH Systems co-founders Mo Jalil and Oskar Thoren join David to explain why privacy may b...

27 Elo 51min

Coinbase Launches Tokenized Stocks on Base | Jesse Pollak

The stock market is coming onchain. Jesse Pollak joins David to unpack Coinbase Tokenized Stocks, a new push to bring one-to-one equities onto Base with 24/7 trading, dividends, governance rights and ...

25 Elo 51min