Challenging the High FDV Narrative in Crypto

In this episode, we’re joined by Matt from Intuition, and Roland from Mechanism Capital! We discussed how things have changed from previous cycles, bankers stealing our coins, and the most interesting aspects of Crypto x AI. We also got Matt and Roland’s thoughts on avoiding noise in the market, and crypto’s next killer use case. Finally, we asked ourselves, where are we in the current cycle?

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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SKALE is the next evolution in Layer 1 blockchains with a gas-free invisible user experience, instant finality, high speed, and robust security. SKALE is built different as it allows for limitless scalability and has already saved its 45 Million users over $9 Billion in gas fees. SKALE is high-performance and cost-effective, making it ideal for compute-intensive applications like AI, gaming, and consumer-facing dApps.

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Chaos Labs recently launched its new flagship oracle product, Edge with Jupiter. Edge has already secured $30 billion in trading volume over the last 2 months, establishing Edge by Chaos as an immediate leader in the low-latency oracle category.

The protocol design blends market context and price data, reflecting Chaos' central thesis that risk data and price data are inextricably linked.

Follow and reach out to @chaos_labs on X to learn more!

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GLIF is Filecoin’s foundational DeFi primitive, enabling Filecoin holders to earn rewards on their FIL tokens by lending it to a diverse pool of Filecoin miners! Similar to LSTs like Lido or Jito, GLIF solves a major capital inefficiency for Filecoin.

GLIF has been a long-term trusted partner of the Filecoin ecosystem since early 2019, receiving more than $4 million in grant funding from Protocol Labs and the Filecoin Foundation to build critical apps and tools for the Filecoin network, as well as investments from top crypto VCs like Multicoin Capital and Fenbushi.

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Timestamps:

(0:00) Introduction

(5:01) How Have Things Changed From Cycle to Cycle?

(12:08) Bankers Are Buying Our Coins

(14:30) Skale Ad

(15:12) The Most Interesting Aspects of Crypto x AI

(20:42) Has There Been A Meaningful Shift From High FDV Launches?

(26:07) Chaos Ad

(26:39) Glif Ad

(27:13) Avoiding Noise in the Market

(30:15) Crypto's Next Killer Use Case

(36:30) Does Price Lead Narrative?

(40:14) Negative Aspects as a Builder

(44:28) Where Are We in the Cycle?

(55:41) Closing Shills

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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, Dan, and our guests may hold positions in the companies, funds, or projects discussed.