Who Wins Investing: Crypto Funds or Generalists?

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.

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Resources

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

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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

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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.