Underwriting Infra: Revenue and Token Reality

We went live with Figment Capital’s Jim Parillo and Dougie DeLuca, as well as Theia’s Noah Goldberg, to discuss Dougie’s “Crypto Is Dead” piece. We examined the shift from building for crypto natives to broader adoption, challenges in sales and BD across crypto, infrastructure versus application-layer investing, monetization models for blockchains, and governance issues in crypto.

Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

--

Resources

Crypto Is Dead: https://x.com/DougieDeLuca/status/2000957512862884100

--

Follow Blockworks Research: https://x.com/blockworksres

Follow Dougie: https://x.com/DougieDeLuca

Follow Jim: https://x.com/VelvetMilkman

Follow Noah: https://x.com/TraderNoah

Follow Danny: https://x.com/defi_kay_

Follow Boccaccio: https://x.com/salveboccaccio

--

Uniswap’s Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. 

Click to get started with seamless, scalable access to Uniswap’s powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks

--

A yearly Blockworks Research subscription is $4,500, but now you can get our latest MetaDAO research report absolutely free.

Read up on the latest funding models and what it all could mean for the future of ICOs: https://link.blockworks.co/metadaoreport

--

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

--

Timestamps:

(0:00) Introduction

(2:21) Crypto Is Dead

(19:24) Platform Revenue & Enshrining Apps

(35:24) Investing In Infra

(43:40) Uniswap Ad

(44:18) Emphasizing Applications

(47:04) What Will the Winners Look Like?

(50:36) The Aave Situation

--

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter

--

Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.