Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
The Fat Wallet Thesis
01:58 • 3min
MetaMask - The Game Changer for Me in 2017
05:05 • 2min
MetaMask
07:20 • 2min
Is This a Super App?
09:21 • 3min
What Makes MetaMask Different?
12:15 • 2min
Are You Seeing Decentralized Applications Launching Their Own Wallets?
13:58 • 5min
Is It a Real Threat to Apple?
18:49 • 5min
Is There an Opportunity to Disrupt MetaMask?
23:58 • 5min
Investing in a New Wallet?
29:18 • 2min
Is M.E.V. Moving Towards the Wallet?
31:12 • 4min
Cryptocurrency Startups Are Not Launching Tokens Too Early
35:35 • 2min
Is MetaMask a Great Business?
37:37 • 3min
I'm Just Going to Go Have to Acquire Those Users
41:05 • 3min
Crypto Wallets - Is There a Battle?
44:10 • 5min
Are You Seeing More Crypto Startups Than Anyone in the World?
49:33 • 4min
Are You Tracking This as Projects Leave Solana and Moving to Arbitrum or Optimism?
53:12 • 3min
Is There an Uptick in the Human Capital?
55:47 • 2min
Is There a Convergence?
57:25 • 2min
Is YC Looking for Undervalued Cryptofounders?
59:18 • 2min
Cryptocurrency - What's the Whole Point?
01:01:14 • 2min
The Fat Wall Thesis
01:02:51 • 2min