How to Position for a New Crypto Bull Market | Ben Forman and Jason Kam
Empire
Tokenizing Rewards and Volatility in DeFi
They discuss the potential for tokenizing rewards for validators and miners in the crypto market, as well as the volatility in interest rates in the DeFi and tradfi markets.
In today's episode of Empire Santi is joined by Jason Kam, Founder of Folius Ventures,and Ben Forman, Mananging Partner of ParaFi Capital, to find out if the bear market really is over. They dive into the recent crypto price action and whether an Ethereum ETF could be a catalyst for DeFi. They then look to the future and discuss how gaming and prediction markets could drive adoption, the opportunities in tokenizing real world assets, and why this environment rhymes with late 2019 when fundamentals were emerging but prices were low. Ben and Jason also discuss their outlook on the macro landscape, remaining opportunities in liquid and illiquid markets, and why they believe we may be in the early innings of a new bull market driven by growing institutional interest and real use cases.
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Timestamps:
(00:00) Sentiment Check-in with Private Investors
(08:48) Portfolio Positioning
(18:08) Investing Outside of the Majors
(24:00) Investing in Crypto Layers
(30:44) Deciding Thesis Invalidation
(35:40) DeFi Catalysts
(45:13) Chronicle Ad
(46:30) Metamask Ad
(47:15) Unique Use Cases Outside of RWAs
(54:12) Timing Investments & Managing Risk
(59:41) Value in Gaming and Blockchain
(01:12:39) How Financialization Complicates Social Behaviors
(01:18:48) Why is Scaling Usage Hard?
(01:35:26) Are We in a New Cycle?
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
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