Your Favorite L1 Was Overpriced

1

Introduction

00:00 • 2min

2

Binance's Proof of Reserves

01:41 • 2min

3

Proof Reserves

03:53 • 2min

4

Is There an Asset Liability Mismatch?

05:35 • 3min

5

Is There a Solvency Issue?

08:34 • 3min

6

FTX Rehypotication

11:33 • 2min

7

Is FTX a Good Investment?

13:48 • 2min

8

Is There Value in Venture Investing?

15:42 • 2min

9

FTX - What's the Biggest Check?

17:36 • 2min

10

Is Throw Pro Throw the Most Real Investment at Size?

19:16 • 2min

11

Ramnek Aurora

21:02 • 2min

12

Rockbird LLC Raised 300 Million Dollars From VCs. Yeah.

23:17 • 2min

13

The All L1 Wave

24:59 • 3min

14

Is That Legitimate Fraud?

27:42 • 2min

15

ETH Is a Different Issue Than Bitcoin

29:50 • 2min

16

Avalanche - The Latest Solution, Elastic Subnets

32:03 • 2min

17

Avalanche

33:52 • 2min

18

The Leverage That Driven the Great Financial Crisis

35:51 • 2min

19

The Bitcoin Max Is a Horrendous List

37:31 • 2min

20

Apes and Punks Trading at 63 Floor

39:19 • 2min

21

Maple

41:20 • 4min

22

Defaults Are a Normal Thing in Any Platform

45:10 • 2min

23

Maple Version Two Is Coming Out Next Year

47:09 • 2min

24

C5 Centralized Finance Is a Black Box

48:47 • 2min

25

The Future of DeFi

50:21 • 2min

26

I'm Not So Optimistic Maple Makes It Out of This

51:58 • 2min

27

What Is the Social Network That Gets Built After All This Productivity Software

53:32 • 2min

28

Productivity - The Enabler

55:14 • 2min

29

SaaS

56:45 • 2min

30

What Is Better Web M.D. Or Better Search Engine?

58:35 • 2min

31

Is AI a Good Human Tool?

01:01:04 • 2min

32

How Do You Teach Kids to Work at Home?

01:03:22 • 2min

33

Chat GBT

01:05:00 • 2min

34

Is This Going to Be the Next Big Bubble in VC?

01:07:23 • 2min

35

Is There a Future for AI?

01:09:38 • 2min

Your Favorite L1 Was Overpriced | Roundup