Today we are trying something a little different. We’re going to do a quarterly recap. Similar to investor letters that are so common in traditional finance, we thought it would be fun to cover the most interesting topics across Web3 that happened this past quarter by gathering questions from our listeners. Enjoy!
For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.
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Show Notes
[00:01:39] - [First question] - Eric’s takeaways from crypto’s performance in Q1 writ large
[00:04:26] - Was anything proven out in Bitcoin’s performance relative to Gold
[00:07:48] - Thoughts on the performance of BTC compared to ETH
[00:10:27] - Other benchmark assets in crypto used to track performance of the asset class
[00:12:39] - Evaluating the performance of NFTs and the impact of Ethereum’s price on NFTs
[00:16:32] - Thoughts on the trend of user adoption in Q12022 compared to Q12021
[00:21:27] - Where we stand in the geopolitical narrative and it has played out in real time
[00:27:00] - Development and politics in emerging markets around adopting cryptocurrencies
[00:30:42] - Thoughts on the executive order in the US in regards to regulation
[00:32:29] - The catalyst of talent drain and how policy can negatively impact US innovation
[00:34:38] - Where the majority of capital coming into the market ends up being allocated
[00:38:48] - The rise of play-to-earn in 2021 and the environment we’re in today in 2022
[00:41:24] - Metaverse’s hype cycle, capital allocation, and potential prospects
[00:44:30] - Ways that the Metaverse will crossover into the physical world
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