How Do You Value Eight New Protocols?

5min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

i was one of the largest market makers back in two thousand 19 so i operated, you know, andnd, i formed groups, like other farmers on ontipon halto to masimi ofer for my money. So by just no having seen in tegamen and operate in that protocol, i can become like, likeThe canary in the coal mine. Make sense? Yes. Ah, follow up question is, we talk about this a lot, like the movement of trends in defi. And we tried to cover, to the best of our abilities, things like the, i've forgotten the name of it, hove. Anchor. Weare lapsing.

Tetranode went from a dishwasher to a 9-figure crypto whale. We talk through why Saylor was wrong about ETH, what it's like operating in DeFi at his scale, the upcoming ETH merge, some not investment advice price predictions & audience questions.

Timestamps:

(00:00:00) - Intro
(00:03:46) - Saylor, DeFi & Skin In The Game
(00:09:17) - Bitcoin settlement layer of value?
(00:11:46) - The Merge
(00:15:14) - Tetranode’s First $100k + First Million
(00:18:24) - Ethereum Is Shattering Every Single Metric Except Market Cap
(00:20:57) - Fair Criticism of Ethereum
(00:22:25) - Evaluating Protocols On Ethereum
(00:24:44) - Real DeFi
(00:27:37) - 3AC Tweet & Vitalik in the group chat
(00:33:07) - Antifragility & Convex
(00:37:10) - What % of your portfolio is not crypto?
(00:37:58) - “Web 2.0 Puts Me To Sleep”
(00:42:10) - Levels of Security & Financial Sovereignty
(00:48:20) - Being A Public Figure
(00:50:02) - Tetranode on Pomp
(00:54:29) - Will Bitcoin Evolve?
(00:56:44) - Turning NFTs into DeFi
(01:03:40) - Yield Comes From Speculation & Leverage
(01:04:45) - Longer Term Vision For DeFi
(01:12:24) - When Tetranode Got It Wrong
(01:18:50) - Alternative Layer 1s
(01:26:43) - Second & Third Order Effects of The Merge
(01:34:13) - Projects That Could Last A Decade
(01:37:42) - Quick Break Before Twitter Q&A
(01:38:44) - Tetranode's Day-to-Day & Decentralization vs Control
(01:42:44) - Price Prediction For ETH
(01:45:23) - Project That Has Not Been Created That You'd Like To See Happen
(01:47:12) - Who cares about decentralization?
(01:49:40) - Dishwashing Skills to Trading
(01:52:06) - Most Contrarian Trade
(01:54:35) - Is Tetranode One Person?
(01:58:03) - Where To Live
(02:01:52) - Favorite Books & CryptoPunk

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on YouTube:

https://youtu.be/elTUJO7Blkc

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

And our guest @tetranode

Hosted on Acast. See acast.com/privacy for more information.