Austin Barack is a Partner in Venture & Liquid Investments at CoinFund.
In this episode of The Edge Podcast, we interview a crypto veteran and full-time investor about all the emerging sectors in DeFi and Web3 you need to know about next crypto bull run including Ethereum L2s, ETH LSTs, LSTfi, the ETH burn (EIP-1559 and its impact on the future ETH supply), Bitcoin DeFi, and the intersection of crypto and AI.
Having begun investing at the age of 10 back in 2001, Austin is a rare breed who has lived through multiple crypto bull/bear cycles, with a background in traditional finance, and lots of lessons for investors wondering when the next crypto bull run will come and how to prepare!
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Topics Covered
00:00 - Intro
04:35 - Austin's background
09:39 - Investing since age 10
10:36 - Where are we in this crypto cycle
13:11 - Macro conditions to impact crypto
15:14 - When markets stop dumping on bad news
16:36 - Most exciting verticals for next crypto bull run
18:25 - Investment theses for LSTs
23:07 - ETH LST as a base token for DeFi
29:47 - LSTfi and Stablecoins
31:10 - LST value accrual vs competing on fees
36:00 - Alt-L1s next bull cycle
39:54 - L2s next bull cycle
46:45 - The return of mass bullishness
48:58 - The ETH burn
52:54 - The bull case for ETH due to utility and burn
54:44 - Opportunity for "Bitcoin DeFi"
59:30 - Opportunity vs risk in future changes to Bitcoin
1:06:41 - Crypto x AI synergies
1:09:06 - Outlook on crypto regulation in the US
1:16:30 - Growth in DeFi derivatives markets
1:18:05 - Growth in RWAs on-chain
1:19:31 - Closing
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Guest Links
Austin Barack on Twitter
https://twitter.com/AustinBarack
Learn about CoinFund
https://www.coinfund.io/
Follow CoinFund on Twitter
https://twitter.com/coinfund_io
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🙏 The Edge Podcast is produced by 4RC Labs. If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/
All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research.
