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Jul 15
38m 4s

Ep. 665 : Evolving Investing Strategies ...

Bryce Paul & Brendan Viehman
About this episode

In this episode of the Crypto 101 podcast, hosts Bryce and Brendan welcome Ryan Connor, head of research at BlockWorks, to discuss the evolving landscape of cryptocurrency and investment strategies. They explore the investment case for Bitcoin, the importance of generating alpha through altcoins, and the potential of consumer applications and DeFi. Ryan shares insights on net new asset issuance, the success of platforms like PumpFun and Believe, and the significance of revenue generation in crypto projects. The conversation highlights the growing sophistication of retail investors and the future of crypto capital markets.


Chapters


00:00 Introduction to the Podcast and Hosts

02:07 Bryce's Journey with the Podcast

03:28 Ryan's Background and Entry into Crypto

06:39 Investment Case for Bitcoin

10:16 Generating Alpha Beyond Bitcoin

11:10 Bullish Sectors: Consumer and DeFi

14:23 Net New Asset Issuance and PumpFun

19:36 Believe: A New Model for Asset Issuance

23:05 The Future of Indie Devs and Crypto

28:44 DeFi 1.0: Maker, Aave, and Uniswap

32:38 The Importance of Revenue in Crypto Projects

35:46 Regulatory Impact on Crypto Valuations

36:58 Research and Resources from BlockWorks


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