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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