Arthur Cheong of DeFianceCapital and Sean Lippel of Fintech Collective discuss challenges in token launches, valuing crypto assets, and high-conviction bets for the market cycle. They highlight the need for better alignment of incentives, the implications of high valuations, and the dynamics of token launches that affect retail investors. The podcast also explores innovative NFT gaming, meme coin potential, and strategic valuation metrics for liquid staking protocols.
