Episodes
This week, Dave speaks with Fredrik Ahlgren (@frahlg) from Sourceful, who are trying to use DePIN tokenomics incentives to create a global green-energy Virtual Power Plant. Green energy is going to be an increasingly important topic in the years ahead with the rise of both AI and global warming, and Fredrik feels that crypto token incentives are exactly what is needed to start onboarding the masses. We also touch on the future of energy, especially in a post-Superintelligence world.
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Published 10/22/24
This week, we sit down with Chris Osborn (@aliquotchris) from Dialect - one of the founders of the hugely ambitious Blinks protocol which allows for crypto actions to appear seamlessly on existing web2 social media platforms. Whilst many have mused on possible applications of this tech, from prediction markets to fundraising - we delve deeper with Chris into possible second order effects of this breakthrough technology and discuss how it might form the backbone of a new SDK primitive, or even...
Published 10/09/24
This week, Sal sits down with Vibhu (@Vibhu), the founder of DRiP for a live interview recorded at the 2024 Breakpoint Conference in Singapore. DRiP has transformed how people view NFTs and forced the market to move on from the 10k PFP meta to an abundant new mindset. Vibhu talks about DRiP's superior earning potential vs Web2 incumbents, their new iOS app, upcoming permissionless creator onboarding and where he sees the project in 5 years time.
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Episode Resources
Follow Vibhu :...
Published 09/30/24
This week, Dave sits down with Sunny Shi (@Defi_Monk) from Messari to discuss his recent report on Hyperliquid and do a deep dive on the most popular perp dex in crypto. Hyperliquid boasts performance similar to its centralized competitors, does more trading volume than all the other per dexes combined, and will imminently launch one of the most anticipated token launches pf recent times. Yet there are many detractors labelling the L1 as centralized as Binance. Check out the episode to find...
Published 09/23/24
In this week's Bullpen Roundup, we are joined by @0xBreadGuy who brings his analytical and spicy Twitter takes to the podcast medium. We discuss Eth's continued search for a credible value accrual narrative, why DA commoditization is inveitable, which L2's builders should be focusing on, any reasons to remain bullish on Eth, and whether Btc will lose its number 1 status within the next 5 years...
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Episode Resources
Follow Bread : https://Twitter.com/0xBreadGuy
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Podcast...
Published 09/16/24
This week, Sal (@Salxyz) and Dave (@SolBeachBum) sit down with one of the loudest and most outspoken proponents for high throughput blockchains - Logan Jastremski (@LoganJastremski) from Frictionless Capital. He discusses whether his thesis around high throughput blockchains has been proven correct, and we talk about the recent capitulation seen from within the Ethereum developer camp around scaling the L1 at the expense of reducing decentralization. Logan also talks to the relevancy and his...
Published 09/02/24
This week, Sal and Dave sit down with Jonathan Dockrell from SkyTrade - a highly innovative project which is creating a marketplace for property owners to sell the Air Rights above their properties. There are numerous sources of demand for this space, from drone delivery companies to real estate development - with it being estimated to be worth $30 Tn, and yet many owners are not even aware that they own this highly desirable space. SkyTrade utilises novel RWA tokenization techniques on the...
Published 08/26/24
This week, Sal and Dave sit down with Kyle DiPeppe from Hedgehog Markets to discuss their bid to become the largest prediction market in crypto. We talk about the history of prediction markets outside of crypto, what has fuelled their success to date, how to leverage decentralized technology for competitive advantages to traditional betting markets - and what happens to volumes post the 2024 US Elections. Crypto-based prediction markets are one of the clear breakout applications this cycle,...
Published 08/19/24
This week, Dave speaks with Farhaj Mayan from Forma to better understand their recent announcement about creating the world's first Solana Economic Zone in Buenos Aires, Argentina. There is a long history of highly successful economic zones occurring outside the realm of crypto - and so it feels a natural next step to start talking with governments about how the crypto industry could also help to benefit trade within the relevant country. Argentina's recent history of high inflation and a...
Published 08/08/24
This week, Sal and ZenLlama speak with Isaac Simons from Gator Labs to discuss their new app "Chomp" - which is available for use right now. Chomp intends to incentivise the seeking of truth through a gamified consensus platform whereby users are rewarded through token incentives to try and provide the consensus response to posed questions. Think of a decentralized Reddit or Quora where truth, rather than sensationalism, is incentivised. Its a truly novel concept bringing together aspects of...
Published 07/31/24
This week Sal, Dave and Zen get together for another Bullpen roundup to give their thoughts on current events in crypto. They discuss the attempted assassination of Trump, appointment of his crypto friendly VP and the pump in crypto markets that has entailed. They also go into the fall from grace that Friendtech has suffered since launch, whether there is any point in developers building net new apps given the poor run of attempts over the past few years - and finally we compare Monad,...
Published 07/18/24
This week, Sal and Dave asr joined by Ryan Connor of Blockworks Research to discuss his recent controversial report on the soaring $Ton ecosystem, highlighting the bear case and why Ryan believes $Ton is currently overvalued. We also leverage Ryan's former career as a macro expert to discuss the state of the market, moneyness claims around Bitcoin and Eth, before getting into the memecoin mania and why Ryan doesn't believe it will ever go away.
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Time Stamps
(0:00) - State Of The...
Published 07/11/24
This week, Sal catches up with Greg Gotsis from Tiplink to discuss the simplest wallet onboarding experience that we have seen to date. Whilst Tiplink's wallet creation process is made incredibly fast and intuitive via a Google Login workflow, it is Tiplink's ability to share and send ownership of their wallets via links over the internet which could truly help to unlock mass market user behaviours. Links form the bedrock of the internet, and so Tiplink can utilize all existing web...
Published 07/04/24
This week, Sal and Dave catch up with Hardhat Chat to discuss one of the most talked about and exciting launches in recent crypto history - Ore Supply. Ore is a POW coin which is being mined on Solana in an attempt to fulfill Satoshi's original vision of a peer-to-peer electronic cash system. Ore's unique insight is in decoupling consensus from the POW token's distribution to miners (leaving it instead up to Solana's consensus engine) - thus allowing for a completely new design space for a...
Published 06/28/24
This week, Sale, Dave and Zen Llama get together for a Bullpen roundtable episode to discuss the recent run up in celebrity backed memecoins and whether they are a net positive for the space. We then discuss the rise of Ton and the potential future threat of high distribution blockchains, who won the Toly vs Justin Drake debate, and how Monad is starting to bootstrap its developer community.
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Time Stamps
(0:00) - The Argument For Celeb Memecoins
(14:17) - Where Are The Apps This...
Published 06/20/24
This week we are joined by Emmanuel Awosika, a prominent member of the Ethereum R&D community, to explore the ways in which Ethereum needs to improve to become more competitive with newer, high throughput blockchains. We discuss the current issues with Ethereum, including the challenges of interoperability between rollups and the ossification of Eth's "OG" culture, before exploring the solutions to help make Eth great again.
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Time Stamps
(0:00) - Current Issues with Eth
(5:22) -...
Published 06/10/24
In this conversation, Sal is joined by Justin Gary to discuss the design and creation of Solforge Fusion, a hybrid deck game from the creators of Magic the Gathering. They delve into the gaming industry, the evolution of trading card games, and the impact of digital technology on game design. They also explore the concept of Web3 gaming and the unique mechanics of Solforge Fusion as it looks to straddle the physical and web 3 card game world and usher in the next phase of Web3 gaming.
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Published 05/30/24
We are joined this week by Bread (@0xbreadguy) to discuss the rise of SocialFi and the apps which have taken the crypto space by storm, namely FriendTech and Fantasy Top. Bread is a Crypto Twitter personality who has been in the trenches of SocialFi since the very beginning, helping to popularize the 3,3 Friendtech meta and providing a trove of useful information for those looking to get started. We also talk about the future and relative positionings of Btc, Eth and Sol - before breaking...
Published 05/23/24
Ray Jacobson, CTO at Audius, joins Unlayered to discuss the decentralized music marketplace and how Audius aims to bring fans and artists closer together. The platform allows for economically incentivized music experiences and leverages blockchain technology to create an open and transparent platform. Spotify’s business model simply doesn’t work for the long tail of artists, and so Audius aims to reduce the distance between artists and fans while allowing a far larger segment of the music...
Published 05/16/24
The Bullpen is the start of a new regular series where we have informal discussions around the recent news and events from the cryptosphere, and give our take on what this might mean going forwards. This week, we delve into Solana's scaling issues, memecoin mania, Eth narratives bleeding over into Solana and the potential rise of apps (finally!) in crypto. Let us know on Twitter which topics you'd like us to discuss next time!
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Time Stamps
(0:00) - Solana scaling issues
(8:34) -...
Published 05/09/24
This week, Dave and Zen Llama talk to Marbius, head of product at Moonwalk Fitness to discuss the most hyped game on Solana at the moment, Moonwalk. The game leverages crypto payments to enforce accountability into users' exercise routines, by introducing global mini games where you pay to play, and have the opportunity to earn money should you succeed in the challenge (and others fail)! Its a simple yet brilliant concept which crypto payments help to unlock, and which could help further...
Published 05/02/24
Following our earlier episode on MetaDAO, we are once again joined by Prophet, and first time guest to the show Nallok, to talk about the early days of MetaDAO and the start of a potentially transformative form of governance. Many agree this is one of the most exciting experiments happening in crypto today and so we get into how the early months have been, how the DAO has successfully fought off several adversarial proposals, and what Robin Hanson, the father of Futarchy, really thinks about...
Published 04/25/24
This week, Sal and Zen Llama host another podcast in the "Technical" series - this time talking with Piers Ridyard who is CEO of RDX Works. The episode goes into depth around what makes Radix such a highly novel design, why sharding is the inevitable solution for horizontally scaling blockchains, and why the notion of blocks needs to be revamped to allow for full atomic composability between shards. Find out why Radix may well be the final nail in the coffin of the scalability trilemma.
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Published 04/18/24
This week, we are joined by Patrick Camuso, a crypto-focused CPA, as we discuss the challenges of managing crypto taxes in advance of the US tax filing deadline. This conversation covers various topics related to taxes in the cryptocurrency space including how to account for NFTs, the tax implications of being hacked, the importance of tracking rolling balances, selecting a CPA and how to prepare your taxes in a manner that will appease the IRS. Its a subject that most try to ignore until the...
Published 04/09/24