Tom Schmidt

Tom Schmidt, a venture capital partner at Dragonfly and crypto investor, joins as co-host to explore the jittery crypto market. They discuss Trump's ambitious housing proposals and their potential impact on the economy. The conversation shifts to Coinbase's return of ICOs and Uniswap's highly anticipated fee switch. Privacy takes center stage with Zcash's staggering 4,000% surge and the legal risks for privacy developers. Finally, they dissect JPMorgan's launch of a deposit token, hinting at a new horizon for institutional crypto.

Tom Schmidt, a partner at Dragonfly Capital, dives into the shifting landscape of stablecoin legislation, emphasizing its impact on startups and the current boom in crypto mergers and acquisitions. Meanwhile, Abe Brown discusses the latest fashion trends from Sun Valley, highlighting chunky sunglasses and power colors. The conversation touches on Netflix's transformation into a 'boring' but stable entity in the streaming wars, and intriguingly explores the future of flying taxis, fueled by innovative partnerships and technology enhancements.

Brian Armstrong, co-founder and CEO of Coinbase, leads a star-studded lineup featuring Balaji Srinivasan, former CTO of Coinbase, and Katie Haun, CEO of Haun Ventures. They dive into the transformative power of stablecoins in finance and the evolving landscape of decentralized networks, discussing the future of cryptocurrency investment. Balaji sheds light on educational shifts in tech, while Chris Dixon shares insights on empowering crypto creators. The conversation is electrifying, hinting at a future where crypto reshapes our world.

Tom Schmidt from Dragonfly joins the discussion, sharing his expertise on the crypto market. They analyze Bitcoin's impressive 66% market dominance and its implications. The surprising surge of Circle’s 10x IPO and Robinhood's shifts towards crypto are key highlights. Competition between prediction markets Kalshi and Polymarket takes center stage, alongside the evolving conversation about mortgage practices involving cryptocurrencies. They also ponder the whimsical idea of meme coins being used as mortgage collateral, hinting at the exciting and unpredictable future of finance.

In this engaging discussion, Tom Schmidt, a general partner at Dragonfly Capital and crypto expert, breaks down the often confusing world of decentralized finance (DeFi). He explains key concepts like governance tokens and the appeal of yield generation. Schmidt also highlights the risks of impermanent loss and the vital role of trust in DeFi systems. Additionally, he explores innovative synthetic assets that could redefine capital access, all while pondering the regulatory challenges that lie ahead.

Tom Schmidt, a Partner at Dragonfly, shares his insights on the evolving cryptocurrency landscape. He discusses how crypto is becoming a legitimate institutional asset by 2025 and the unique challenges facing venture capital in this space. Schmidt highlights the shift from price-driven token models to application-based usage, emphasizing innovation over hype. He also explores new customer acquisition strategies and the potential recovery of the market, signifying a promising future for crypto startups.

Tom Schmidt, a general partner at Dragonfly Capital and former product manager at Instagram, dives into the world of crypto startups. He shares insights on trends in decentralized finance and consumer applications, emphasizing the user experience. The conversation highlights regional differences in crypto innovation, notably between Western and Asian markets. Schmidt discusses the impact of regulation on opportunities and advises on navigating the evolving venture capital landscape. He also reveals valuable lessons from his investments and the qualities needed in successful founders.

Tom Schmidt, Managing Partner at Dragonfly, discusses slowing ETF inflows, Hong Kong ETFs, inflation, and rate cuts in the crypto market. They highlight the impact of regulatory endorsement on Bitcoin, the importance of regulatory compliance, and potential conflicts between the SEC and CFTC. The conversation also touches on liquidity mining, bootstrapping networks, and the future of points in the industry.

Tom Schmidt, Managing Partner at Dragonfly, discusses the disappointing performance of Hong Kong ETFs, slowing inflows in both HK and the US, conflicting views on inflation and rate cuts, importance of regulatory compliance, potential turf war between SEC and CFTC, and the future of liquidity mining in crypto.

The podcast covers Bitcoin's new all-time high above $69K, the impact on traditional assets, upcoming Havening event, meme coin surge, market misconceptions, asset pricing dynamics, macro environment influence on crypto markets, and asset class institutionalization.