
Ryan Watkins
Co-founder of Syncracy Capital. Specializes in crypto assets.
Top 5 podcasts with Ryan Watkins
Ranked by the Snipd community

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.

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.

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.