Matt Katz, co-founder and CEO of Caldera, dives into the world of blockchain modular solutions while Joey Krug, partner at Founders Fund, shares his venture capital insights. They discuss Caldera's recent Series A funding and the rise of rollups as a service. The duo explores the competitive dynamics in the RAS market, emphasizing the need for product reliability. They also highlight the importance of interoperability in Ethereum's evolving landscape and offer valuable advice for startups seeking investment in this rapidly changing ecosystem.

Joey Krug, founder of Augur and partner at Pantera Capital, discusses the evolution of prediction markets, the current state of crypto, and the potential of Web3. Topics include Augur's updates, scalability challenges of Ethereum, regulatory hurdles for prediction markets, the perception of betting, exploring equity and popularizing capitalism, potential of decentralized social networks, and the problem with centralized oracles.

Joey Krug, co-founder of Augur and Co-CIO of Pantera, discusses Augur's future including capabilities and upgrades. They also explore Pantera's investment thesis and process, focusing on team passion, market size, and exponential growth potential. They delve into factors contributing to early project failure and highlight the importance of good corporate culture and execution. The chapter also discusses investment strategies beyond Bitcoin and the tipping point for Ethereum.