In this episode, we're joined by Alex Lin, the Head of Research at Shima Capital. Alex shares his thesis and thoughts on the infrastructure of Web 3.0. The discussion also covers a variety of topics such as multi-chain re-staking, Maximal Extractable Value (MEV), (DePIN), the intersection of crypto and AI, and the comparison between modular and monolithic architecture for blockchains. We also delve into strategies for gaining an edge when evaluating founders. Tune in for an insightful exploration of the evolving landscape of #web3.