Zaheer Ebtikar is the founder and CIO of Split Capital.

In this episode, Ebtikar discusses the opportunity of liquid crypto investment strategies and the challenges faced by crypto venture firms, including crowded markets and longer lock-up periods.

OUTLINE

00:00 Introduction

05:14 Evolution of Crypto Venture

08:12 Nuances of Liquid Crypto Funds

10:58 Liquid Fund Capital Allocators

13:59 Crypto Market Inefficiencies

17:38 Shifting Fundamentals

20:38 Impact of ETFs

22:49 Market Opportunities

37:02 Closing Thoughts

Max Boonen is the founder of PV01 — a platform that allows issuers to access capital and for investors to purchase debt using blockchain.

In this episode, Boonen discusses the challenges of accessing debt capital markets and the potential of tokenization in the crypto space, including the paradigm shift from provider-based markets to token-based markets in DeFi.

PV01 uses a special purpose vehicle (SPV) to buy one bond and issue a token that represents the bond. This token is both a representation of a bond and a bond itself.

Mike Cagney is the co-founder and CEO of Figure Markets.

In this episode, Cagney discusses the need for a 'marketplace of everything,' the potential for equity trading on the blockchain, and more.

OUTLINE

00:00 Intro

07:21 The 'Everything' Platform

12:16 Onchain Equities Trading

17:50 Institutionalization of Crypto

27:12 DeFi Lending

29:59 Rebuilding Crypto's Credit Markets

33:51 Wall Street Appetite for ATS

36:28 Regulatory Considerations

38:09 Closing Thoughts

Soona Amhaz is the managing parter at Volt Capital.

In this episode, Amhaz delves into the evolving crypto venture landscape including: challenges for capital allocators, the rise of meme coins, and controversies in token distributions.

OUTLINE

00:00 Introduction

03:40 New Venture Verticals

10:30 Last Cycle's Winners

14:29 Mainstream Crypto Adoption

21:26 Macro Impact on Crypto VC

25:44 The 'Memecoin Meta'

30:21 Points vs. Tokens

38:09 Tokenomics Best Practices

42:19 Closing Thoughts

Michael Bentley is the co-founder and CEO of Euler Labs.

In this episode, Bentley reflects on last year's $200 million Euler hack and the recovery process and walks through the steps taken to enhance security in Euler V2.

Euler V2 is a modular and composable lending platform that allows users to create flexible and secure lending pools.

Roshun Patel is a partner at the Web3 venture capital firm HackVC.

In this episode, Chaparro and Patel discuss the recent crypto market volatility and the trends shaping crypto's venture capital landscape.

OUTLINE

00:00 Intro

08:11 Market Volatility

25:57 Caution in the Funding Market

32:18 The Intersection of AI and Crypto

43:05 The Future of Tokenomics

Li Jin is a co-founder and general partner at the crypto VC firm, Variant.

In this episode, Li analyzes the memecoin phenomenon that has recently swept over the crypto market, and explores how different types of memecoins capture and monetize attention.

OUTLINE

00:35 Memecoin Zeitgeist

04:04 The Attention Economy

10:58 Classifying Memecoins

17:40 Trading Memecoins

21:05 Are Memecoins Productive?

23:14 Memetic Analysis

29:10 Memecoins & Marketing Strategies

34:42 Closing Thoughts

Professor J.W. Verret teaches corporate and securities law and financial accounting at George Mason Law School.

In this episode of The Scoop,  Verret discusses the potential legal challenges that Uniswap may face from the Securities and Exchange Commission and highlights the similarities between the Coinbase case and the possible claims against Uniswap.

Verret says the charges the SEC is likely to bring against Uniswap could include operating as an unlicensed broker dealer, operating an unregistered exchange, and/or selling unregistered securities.

Brandon Mulvihill is the co-founder and CEO of Crossover Markets.

In this episode of The Scoop, Mulvihill discusses crypto's changing market structure and the role of Crossover as an execution-only trading venue.

OUTLINE

00:00 Introduction and Background

01:07 The Role of Crossover in the Market

04:04 FX & Crypto Trading Similarities

08:22 ECN vs. CLOB Differences

18:30 The Importance of Fee Compression

22:33 Crypto Flash Crashes

26:15 Crypto Market Structure Maturity

29:27 Institutional Credit

34:02 Closing Thoughts

Austin Reid is the global head of revenue and business at FalconX.

In this episode of The Scoop, Reid discusses why we are still at the 'early stages' of institutional adoption of crypto, and the role retail traders have played in the market's current rally.

OUTLINE

00:00 Introduction

04:12 Market Overview

08:06 FalconX Volume

12:03 Crypto Derivatives

15:55 Interest Rates

19:19 Institutional Adoption

22:10 ETF Flows

26:49 Retail Flows

32:51 Market Maturation

35:06 Exchange Improvements

39:25 Closing Thoughts

Haseeb Qureshi is a managing partner at the crypto VC firm Dragonfly.

In this episode of The Scoop, Qureshi explains how the crypto VC landscape has changed during his five years at Dragonfly and why he believes 'points' are a more useful mechanism than airdrops for incentivizing user behavior.

OUTLINE

00:00 Introduction

05:41 Dragonfly Early Days

09:45 Early Crypto VC

13:14 Competing in Layer-1s

26:11 Old Blockchains

29:26 Points

31:47 Airdrop Mechanism Design

37:38 Closing Thoughts