Ryan Watkins

Jon Charbonneau, co-founder of DBA and a crypto provocateur, joins Ryan Watkins, co-founder of Syncracy Capital and a token expert, to dive into Robinhood's bold move with its new blockchain for tokenized stocks. They debate the implications of 24/7 trading and leverage dynamics in the evolving perp wars between Robinhood and Coinbase. The conversation shifts to Solana’s pioneering ETF, tackling the intersection of decentralization and corporate ambitions, all while questioning the future of proof-of-stake systems and the broader crypto landscape.

Ryan Watkins, co-founder of Syncracy Capital, dives deep into the future of Solana, exploring his developing thesis on its growth leading to 2025. He discusses AI agents and their potential integration with Solana applications, emphasizing financial metrics and utility in the crypto ecosystem. The conversation touches on the competitive dynamics with Ethereum, the importance of decentralization, and the emergence of innovative platforms like Pump.Fun. Watkins advocates for a selective investment strategy, focusing on value creation within the evolving blockchain landscape.

Ryan Watkins, co-founder of Syncracy Capital and a keen analyst of crypto trends, shares his insights into the 2025 investment landscape. He discusses the shift from speculative buying to a discerning investment approach, spurred by institutional interest. Key opportunities in projects like Solana and Celestia are highlighted, emphasizing the importance of fundamentals over hype. Watkins also delves into the competitive Layer 1 blockchain landscape and the role of scalability, offering wisdom for both new and seasoned investors navigating the evolving market.

Ryan Watkins, Co-founder at Syncracy Capital and expert in the crypto economy, shares groundbreaking insights on the new trend of "Fat Apps" out-earning traditional blockchains. He discusses why applications like Ethena are thriving in revenue generation, and what this means for major platforms like Ethereum and Solana. Watkins explains Ethena's bold move to launch its own blockchain, the changing dynamics of value capture, and how future blockchain architectures will evolve to stay competitive in this fast-paced market.

Ryan Watkins and Wilson Withiam from Syncracy Capital discuss their Solana thesis and various topics including the Bitcoin spot ETF, Ethereum and LDO thesis, MakerDAO opportunity, Solana applications, DA Layer wars, and more. They explore the potential of Solana, concerns about smart contracts and governance, and the importance of feedback and in-house development.