
Ryan Watkins
Co-founder of Syncracy Capital. Specializes in crypto assets.
Top 10 podcasts with Ryan Watkins
Ranked by the Snipd community

38 snips
Jul 3, 2025 • 1h 12min
The Chopping Block: Robinhood’s Tokenized-Stock Gambit, Solana’s ETF Splash & the Proof-of-Stake Reality Check - Ep. 862
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.

26 snips
Oct 2, 2025 • 1h 15min
How Hyperliquid Came to ‘Threaten the Very Existence’ of CEXs Like Binance - Ep. 915
Ryan Watkins, co-founder of Syncracy Capital and crypto investor, teams up with Sunny Shi, a keen analyst from the same firm, to explore the fierce rivalry between decentralized exchanges (DEXs) and centralized giants like Binance. They discuss the implications of new competitors like Aster, the dynamics of on-chain order books, and what Hyperliquid's growth means for traditional exchanges. Their insights on Solana's potential role and the evolving market landscape shed light on the future of trading in crypto.

19 snips
Jan 14, 2025 • 56min
The Bull Case For Solana In 2025 | Ryan Watkins
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.

8 snips
Feb 7, 2025 • 1h 7min
2025 Crypto Investment Thesis: How to Capture Fundamentals and Pumpamentals w/ Ryan Watkins
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.

7 snips
Sep 11, 2025 • 37min
Why The Crypto Land Grab Is Intensifying Now with Ryan Watkins
Ryan Watkins, an analyst at Synchrony's Capital and a supporter of Hyperliquid, dives into the rapidly evolving crypto landscape. He reveals how Hyperliquid is integrating exchanges, stablecoins, and smart contracts to stand out. The conversation covers the USDA stablecoin proposals, Ethena's strategic financing for rate cuts, and how emerging projects are shaping the next big wave in crypto. Listeners will gain insights into innovation, stability, and the intense competition driving the sector forward.

5 snips
Mar 21, 2025 • 46min
Ethena's L1 Shows Fat Apps Are on the Rise. Can They Beat Fat Protocols? - Ep. 804
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.

Jan 16, 2024 • 1h 10min
Solana Thesis: The Fastest Horse Rises From the Ashes | Ryan Watkins, Wilson Withiam
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.

Jul 24, 2025 • 39min
Why Hyperliquid Could Flip Solana & Ethereum w/ Ryan Watkins
Ryan Watkins, founder of Syncracy Capital, shares his insights on Hyperliquid, a promising onchain exchange and emerging Layer 1 that could rival Solana and Ethereum. He discusses Hyperliquid’s unique advantages in the DeFi landscape, including innovative models aimed at decentralizing market creation. Additionally, Ryan dives into the intricacies of token supply mechanics and their implications for investment potential. With a focus on community ownership and competitive growth metrics, this conversation highlights potential shifts in the crypto market.

Jun 6, 2025 • 57min
Pump.fun’s $1 Billion ICO Has Caused Controversy. Can It Succeed? - Ep. 847
Ryan Watkins, Co-founder of Syncracy Capital and crypto asset specialist, dives into the fiery debate surrounding Pump.fun's $1 billion ICO at a $4 billion valuation. He explores the skepticism about whether Pump truly needs this massive funding and what it would accomplish. Watkins highlights the community's anger despite Pump's revenue growth and discusses the implications for Solana. Additionally, he questions the logic behind the airdrop decision and the validity of the valuation amid a challenging meme coin market.

Aug 14, 2024 • 59min
Solana's outperformance and the emergence of secular winners with Ryan Watkins | EP #140
Ryan Watkins, Co-Founder of Syncracy Capital, dives into the dynamic world of cryptocurrency. He shares his evolution from a Bitcoin skeptic to a hedge fund manager, detailing the crucial strategies adopted post-FTX collapse. The conversation highlights Solana's impressive rise as a high-throughput blockchain, outpacing Ethereum in innovation and community engagement. Ryan emphasizes the importance of real user activity over speculation and discusses the overall maturation of the crypto landscape, marking a shift towards revenue-generating applications and institutional interest.