Fundamentals

Sep 24 2024 109 ep. 32 mins 19
Fundamentals Podcast artwork

Fundamentals of the internet-native economy. The world's most valuable companies are born during major platform shifts. We demystify crypto to help you filter the noise.

  Technology
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ETFs, L2 Economics, Onchain Analytics & More: Institutional Insights from David Han

Sep 24 2024 56 mins  
In this episode, we’re joined by David Han, Institutional Research Analyst at Coinbase, to discuss the latest market trends, onchain developments, and David's journey into the crypto space. Our conversation covers the purpose of Coinbase’s research team, the state of onchain analysis, and more specifically how important access to verifiable onchain analytics is. We speak ab

Exploring Arbitrum Stylus, Orbit, and Nitro: An Interview with Steven Goldfeder

Sep 17 2024 58 mins  
In this episode, we’re joined by Steven Goldfeder, Co-Founder and CEO of Offchain Labs, the team behind Arbitrum. We discuss the launch of Arbitrum Stylus, which significantly broadens the blockchain developer ecosystem by enabling the creation of smart contracts in programming languages that compile to WASM, such as Rust, C, C++, and many others. We talk about Arbitrum's st

Navigating Asset Tokenization with Securitize | Interview with Carlos Domingo

Aug 22 2024 49 mins  
In this episode, we're joined by Carlos Domingo, Co-Founder and CEO of Securitize – a financial services platform that specializes in the tokenization of real-world assets. We dive into the world of asset tokenization, starting with Securitize’s journey from its founding to its role today as a leader in the space. We break down our framework for asset tokenization, discus

Macro Trends and Digital Asset Strategies with Jamie Coutts from Real Vision | Token Terminal

Jul 31 2024 47 mins  
In this episode, we’re joined by Jamie Coutts, Chief Crypto Analyst at Real Vision – a financial knowledge and education platform founded in 2014. They share honest financial insights from the smartest industry experts, along with time-efficient market tools, an AI concierge, charting, note-taking, and access to a powerful community of like-minded investors and thinkers. With

AggLayer: Polygon's Vision for the Internet of Value | Interview with Sandeep Nailwal & Marc Boiron

Jul 24 2024 55 mins  
In this episode, we're joined by Sandeep Nailwal and Marc Boiron from Polygon. We discuss the notion of prediction markets and their increasing relevance in the crypto space, driven by the success of Polymarket. We then focus on both the technological and economic aspects of the evolving blockchain landscape, highlighting AggLayer, Polygon’s solution for creating an infinitel

TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang

Jul 11 2024 53 mins  
In this episode, we’re joined by Cosmo Jiang, Portfolio Manager at Pantera Capital to discuss the details behind Pantera’s largest investment ever, into The Open Network – or TON – the Layer 1 network originally designed by Telegram. We speak about Pantera's long-term approach to fundamentals-based investing, and walk through their typical deal sourcing and due dilige

Macro Trends, ETFs, Smart Contract Platforms, and Crypto Fundamentals: A Conversation with Grayscale

Jun 27 2024 44 mins  
In this episode of the Fundamentals Podcast, we’re joined by Zach Pandl, the Head of Research at Grayscale. Zach talks about his career transition from Wall Street to the crypto industry, the compelling reasons behind his move, and his role at Grayscale. Zach outlines the potential of digital assets, driven by large addressable markets, network technologies, and the Bitcoin macr

Nibiru Chain – Tech Innovations, Developer Tools, and Ecosystem Growth | Fundamentals ep.90

Jun 24 2024 30 mins  
In this episode, we're joined by Unique Divine – Co-Founder and CEO of Nibiru Chain – to dive into the general-purpose L1 blockchain featuring superior throughput potentially exceeding 40k TPS. The discussion covers its core value propositions, including the use of WASM smart contracts, the upcoming high-performance EVM execution layer, and optimizations like scalable data

Franklin Templeton's Approach to Digital Assets | Interview with Christopher Jensen

Jun 10 2024 57 mins  
In this episode, we’re joined by Christopher Jensen, Director of Digital Asset Research at Franklin Templeton. We speak about Franklin Templeton's fundamentals-driven approach to digital asset investments research, and internal analysis to understand protocols, tokens, and value accrual. Our conversation also touches on client demand, institutional interest, and the creation

The Power of Onchain: Updating the System with Jesse Pollak, Creator of Base

May 30 2024 49 mins  
In this episode, we’re joined by Jesse Pollak, the Creator of Base. Our conversation dives into the details behind moving Coinbase onchain, building Base as a ‘company within a company’, and combining the strengths of Coinbase and Optimism to create a global onchain economy. We speak about Base’s lean and engineering-driven team structure, the purpose of economic alliance