Algod: Numbers over Narratives - [Web3 Breakdowns, EP.32]

This is Eric Golden and my guest today is Algod. Algod is a popular crypto investor, who is probably best known for predicting Luna’s demise ahead of time on Twitter and betting with the founder, Do Kwon, that it would happen. He’s self-taught, operates largely alone, and does few interviews so I was very excited to sit down with him and talk about his philosophy, analytical process, and current views. I hope you enjoy my conversation with Algod.

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

[00:02:18] - [First question] - His early call that Luna would crash

[00:03:52] - How Anchor and Luna work

[00:04:26] - His confidence in the problems with Luna

[00:06:32] - The crypto landscape today

[00:09:10] - The connection to Three Arrows Capital and how he analyzes a token 

[00:10:50] - How to bootstrap a company through NFT/Crypto

[00:13:35] - When investors are involved and there’s an unlock schedule in a new token

[00:16:11] - Metrics he follows; Market Cap and Fully Diluted Value (FDV)

[00:17:26] - Other metrics he looks at 

[00:18:30] - Watching people get burned by Crypto

[00:19:32] - Dealing with crypto fanatics

[00:21:44] - Whether stablecoins should exist

[00:23:14] - His investment process

[00:25:11] - Use cases of crypto he is excited for 

[00:26:49] - Benefits of the widespread crypto adoption

[00:32:46] - Where he pulls information about crypto

[00:33:26] - Building his network

[00:34:09] - Original intention with his twitter handle

[00:34:58] - How people monetize twitter accounts

[00:35:22] - Being anonymous on twitter

[00:36:35] - How this crypto cycle compares to previous ones

[00:38:22] - Other investment assets he explores

[00:39:32] - Things he is excited to build out in the future

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