Token Warrant

In this episode of the Token Warrant, host Regan Bozman is joined by Mert, co-founder of Helius, and Breck, partner at Haun Ventures. The trio dives into the ever-changing crypto landscape with a spotlight on Helius’ contributions to the Solana ecosystem. Mert shares his transition from engineering at Coinbase to founding Helius, shedding light on the complexities of building developer tools tailored for Solana ecosystem. The conversation spans fundraising strategies, market trends, and the critical role of enhancing the developer experience. Together, Breck and Mert underscore the importance of practical solutions and fostering strong relationships with developers to fuel innovation and growth in the Solana community.01:00 Breck introduces Haun Ventures and shares his journey into space starting with cross border payments on Stellar to Coinbase04:30 Flash summary of Mert's background in Math/Physics to Blackberry and getting into Solana while at Coinbase. 10:30 Helius gets started with a human readable API for Solana to solve data challenges on chain before adding RPCs.14:00 The Helius fundraising journey is catapulted by a Tweet - from Seed to Series B led by Haun.23:00 Breck's cold outreach to Mert, developing the relationship and solving Solana's congestion problems.31:00 Breck explains the idea of bottoms-up networks that begin with developers.36:00 Staying convicted in Solana after FTX and trusting instinct around the solvable engineering challenges.41:00 Backwards building from real use cases.46:00 Solana defensibility starting with asset issuance and the flywheel of requirements and Helius supports that broader developer experience.Links:https://www.helius.dev/https://www.haun.co/ Twitter Linkshttps://x.com/brxckinridgehttps://x.com/0xMert_Token Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanhttps://www.lattice.fund/The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

In this podcast episode of the Token Warrant, host Mike Zajko is joined by Mack, who leads strategy at Metaplex Foundation, and James, co-founder of Modular. Together they discuss the evolution and impact of the Metaplex protocol within the Solana ecosystem. Mack shares his journey into the crypto space and the foundation's response to the FTX collapse, highlighting the rise of liquid tokens and the development of key products like compressed NFTs and the Aura Network. James provides insights into the liquid fund landscape, emphasizing the importance of product-market fit and the shift towards application-focused innovations. 01:35 James introduces himself and the Modular story04:00 The Crypto liquid fund landscape and evolution of the investment class07:30 Mack introduces Metaplex and it's role within the Solana NFT ecosystem along with his journey into crypto12:36 Mack reflects on the challenges during the bear market post-FTX.17:00 Modular's struggles raising a fund post FTX collapse19:00 Metaplex's use cases from memecoins to gaming to DePIN and a detailed look at Pump.fun22:30 Speculative use cases for NFTs vs. more utility based NFTs27:49 Overview of Metaplex's rapid product development during the bear market and its impact on the ecosystem.29:30 James shares insights into Modular's investment process and developing the Metaplex thesis.35:00 The diverse base of backers of Metaplex, from Michael Jordan to Modular37:30 Modular's approach to discovering potential investments40:00 Metaplex's Solana roadmap and the Aura network 46:00 Changes in liquid token markets and the shift towards product focus52:00 Predictions for the focus on applications that achieve product-market fit in 2025Linkshttps://www.metaplex.com/https://www.modularcapital.xyz/teamTwitter Accountshttps://x.com/DegenMackhttps://x.com/jamesjho_Token Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanhttps://www.lattice.fund/The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

In this episode of The Token Warrant, host Mike Zajko dives into the recent launch of Grass’s token with Polychain investor Josh Rosenthal and Grass co-founder Andrej Radonjic. GRASS (GetGrass.io) is a crypto-AI project built on Solana, designed to scrape and validate internet data for AI training. The discussion explores Grass’s mission to democratize data access by addressing the scarcity of high-quality data and the monopolization of web data by a few tech giants. Grass operates a decentralized network of over 2 million devices, enabling users to share their internet bandwidth in exchange for rewards, while simultaneously cleaning and validating web data in real time. Josh shares his journey from traditional finance to Polychain, and Andrej discusses his unconventional path into crypto and the creation of Grass. The conversation highlights Grass’s rapid growth, the crucial role of real-time data in AI development, and the ethical considerations surrounding data sharing. 02:05 Josh provides his career background and his experience at Polychain.03:51 Andrje shares his early experiences with crypto starting from a Dogecoin faucet in 2015 to Nuclear Physics to Traditional Finance. 06:24 Andrej explains how a sports betting project led to the idea for the Grass network with the challenges of web scraping and the need for proxy networks.10:19  Andrej discusses the unethical practices in existing proxy networks and Grass’s commitment to avoid these pitfalls and the Brave browser inspired the creation of Grass.13:53 Andrej describes the evolution of Grass from its initial concept to its current state with millions of users around the world and how users can get started. 16:04  Josh recounts the initial connection between Polychain and Grass and the evolution of the Grass concept over time and Polychain’s thinking. 20:42 Highlights the importance of real-time data access for AI models in differentiating their performance along with current demand for multimodal data and its future potential compared to text-based models.22:46Josh discusses Polychain's strategy and interest in AI-related investments and their evolution over time.28:02 Andrej shares the difficulties of fundraising during a challenging time for crypto and AI startups.37:58  Exploration of AI's need for real-time data and the limitations of traditional search engines and how Grass can enable AI companies to access real-time web information efficiently.45:28  Insights into the recent token launch and the influx of new community members.50:11  Upcoming features and beta launches planned for Grass, enhancing user participation.Links:https://www.getgrass.io/Twitter Links:www.x.com/jreedrwww.x.com/0xdrejhttps://x.com/getgrass_iohttps://x.com/polychaincapToken Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanThe token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

In this episode of the Token Warrant, host Regan Bozman discusses the evolving crypto market with Mads, investor at Maven 11 and Nikita, co-founder of Barter. Mads shares his journey into crypto and his role at Maven 11, while Nikita recounts his experience at 1Inch and the creation of Barter. They explore the concepts of "intents" and "solvers" in DeFi, highlighting their potential to optimize transactions. The conversation also covers Barter's role in the Cow Swap ecosystem and their recent fundraising efforts, emphasizing the importance of innovative solutions in the dynamic DeFi landscape.01:40 Mads from Maven11 shares how he got into crypto, starting from his high school experiences to joining today.04:18 Nikita discusses his journey in crypto from learning about Bitcoin to working at  1Inch and founding Barter.10:16  Mads provides an overview of intents, explaining how they function in DeFi systems and why they've become popular in Ethereum. 17:36 Nikita explains how solvers operate within Cow Swap and their role in optimizing transaction efficiency.22:15 Barter's decision to raise funds, the timing, and the importance of finding the right partners.26:00  Mads discusses his interest in Barter and the concept of intents in decentralized finance and the diligence process.32:11 Discussion on Maven 11's approach to identifying and investing in unique projects like Barter.35:16  Nikita explains the challenges faced in securing funding and the current state of DeFi.38:05  Nikita outlines Barter's roadmap and the need for efficiency in the DeFi ecosystem.Linkshttps://www.maven11.com/Twitter https://x.com/NovaOvchinnikhttps://x.com/0xRainandCoffeehttps://x.com/BarterDeFihttps://x.com/Maven11CapitalToken Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanhttps://www.lattice.fund/The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

In this episode of the Token Warrant, Regan Bozman hosts Tom Schmidt, General Partner at Dragonfly, and Shuyao Kong, co-founder of MegaETH. Tom shares his journey from prior roles at 0X and Instagram to investing in early-stage crypto projects at Dragonfly, emphasizing the importance of a global perspective. Shuyao discusses her entry into crypto in 2017, the work at ConsenSys, and the first real-time blockchain technology of MegaETH. The conversation delves into the evolution of Ethereum, the challenges developers are facing, and the need for constant innovation and practical applications in the crypto space.00:37 Tom from Dragonfly is introduced and prior roles in tech, focusing on early-stage crypto investments.01:50 Shuyao discusses her entry into crypto in 2017 and the experience at Consensys and MegaETH sunsetting Truffle at Consensys.04:06 Tom and Shuyao discuss Ethereum's evolution and its current challenges in the crypto landscape.09:13 Shuyao explains MegaETH as a real-time blockchain with unique capabilities and architecture.11:30 Comparing MegaETH to Ethereum's scaling solutions, emphasizing its approach to performance.12:10 Shuyao details the technical architecture of MegaETH, focusing on its sequencer and validating network.14:35 Tom and Shuyao discuss shifting perspectives in blockchain development to unlock new opportunities.16:09 Shuyao & Tom detail MegaETH's $20 million fundraising round led by Dragonfly and how Shuyao met the Dragonfly team and their collaboration. 25:25 Shuyao describes MegaETH's culture and unique strategy for ecosystem building - introducing the Mega Mafia and MegaZoo.31:44 Tom explains Dragonfly's flexible investment approach, balancing market insights with founder-driven opportunities.38:44 Shuyao shares how Dragonfly has provided hands-on support and the insights provided by MegaETH.44:00 Shuyao invites developers interested in high-performance blockchain to join MegaETH and getting involved in the community. Linkshttps://www.dragonfly.xyz/https://megaeth.systems/Twitter Accountshttps://x.com/hotpot_dao https://x.com/tomhschmidthttps://x.com/megaeth_labshttps://x.com/dragonfly_xyzToken Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanhttps://www.lattice.fund/The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

In this episode of "Token Warrant," host Regan Bozman sits down for a discussion with Nicola Santoni from Lemniscap and Ivan Miscovic, co-founder of Cytonic. Nicola shares his journey into crypto and the challenges of liquidity fragmentation, while Ivan discusses Cytonic's innovative approach to unifying multiple blockchain architectures to enhance interoperability and composability. The episode also covers Cytonic's successful $8.3 million fundraising round and the importance of consumer incentives in driving blockchain adoption. 01:14 Nicola shares his regrets of missing Bitcoin in 2011 & 2014 and eventually going down the rabbit hole in 2017 before joining Lemnis Capital. 05:24 Cytonic founder Ivan’s journey from venture capital and derivatives trading to crypto infrastructure founder11:09 Ivan explains the importance of liquidity in blockchain ecosystems and the challenges faced by market makers.20:40 Inspired by challenges at Ivan’s previous startup SPIN, Ivan describes how Cytonic aims to solve liquidity issues by integrating multiple virtual machines and wallets.24:30 Nicola first connects with Ivan via SPIN and the evolution to Cytonic and vision for a unified blockchain29:50 Ivan shares insights on the difficulties of fundraising and where the market was and relatable experiences.34:50 Overview of Cytonic’s fundraising round. 37:59 Nicola explains Lemniscap’s approach to market investments and decision-making processes.42:28 Ivan outlines how users can engage with their product and the incentives for providing liquidity.Linkshttps://www.cytonic.com/https://lemniscap.com/Twitter Accountshttps://x.com/nic_lemniscaphttps://x.com/Lemniscaphttps://x.com/cytonic_comhttps://x.com/misk0vicToken Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanhttps://www.lattice.fund/The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

In this podcast episode co-hosts Mike Zajko and Regan Bozman jam with guests Omar Ramadan, co-founder of Blockcast, and AllianceDAO's Qiao Wang. They kick things off by discussing the evolving crypto landscape, emphasizing the shift from speculative projects to building valuable products. Omar shares his background in decentralized communications and Blockcast's mission to improve media delivery using multicast technology. Qiao gives a peek behind the curtain into the rigorous Alliance selection process, focusing on strong founding teams and market potential. We close things out by looking into future plans for the Blockcast CDN.01:00 Qiao introduces AllianceDAO and its philosophy around building truly valuable networks.04:01 Blockcast founder Omar talks about his history of building decentralized networks and the genesis of Blockcast.09:30 How Omar first discovered the AllianceDAO accelerator10:40 The allianceDAO application process and reviewing 3000+ applications per year13:20 Blockast’s move into the live streaming sector given livestreaming’s explosive growth18:00 Alliance framework for investing in project’s at the earliest stages.24:00 How Alliance supported Blockcast to hone their strategy34:30 The coordination problems of scaling internet capacity40:00 Blockcast’s future plans and getting involved Linkshttps://www.blockcast.network/https://alliance.xyz/Twitter Accountshttps://x.com/QwQiaohttps://x.com/alliancedaohttps://x.com/oaliramadanhttps://x.com/BlockcastNetToken Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanhttps://www.lattice.fund/The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

In this episode of The Token Warrant hosts Mike Zajko and Regan Bozman lead a discussion on the intersection of gaming and blockchain technology with guests Franklin from Pantera Capital and Daryl, co-founder of NPC Labs and B3. Franklin shares insights on Pantera's history and its involvement in the gaming sector, while Daryl discusses his experience at Coinbase and the creation of B3, a gaming ecosystem on the Base blockchain. They explore the challenges faced by game developers in the crypto space, the innovative solutions offered by B3, and the potential for blockchain to revolutionize the gaming industry.02:27 Franklin shares Pantera's history and its evolution as a blockchain and crypto investor.05:09 Daryl shares his prior experience and the challenges faced by crypto gaming projects.06:51  Crypto consulting in the early days09:29  Daryl outlines the major barriers for gaming studios in the crypto space19:12 Franklin discusses the evolution of crypto gaming and the challenges faced by new studios.28:29 Introduction to B3's 'Basement Fun' as a platform for game discovery and user engagement.37:16 Franklin shares insights on the investment process and the vision behind B3.45:25 Daryl shares expectations and insights following the launch of their mainnet.48:02 What games to play in cryptoLinks:https://www.npclabs.xyz/https://panteracapital.com/Twitter Accounts:https://twitter.com/FranklinBihttps://x.com/darylX24https://x.com/PanteraCapitalhttps://x.com/npclabs_orgToken Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanhttps://www.lattice.fund/The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

In this episode of  the Token Warrant, co-hosts Mike Zajko and Regan Bozman discuss the critical role of oracles in the crypto ecosystem with Will, a deal partner at Faction VC, and Meredith Pitkoff, CEO of Stork Oracle. The conversation covers the evolution of oracle technology, the challenges faced by traditional oracles, and Stork Oracle's innovative approach to providing low-latency, cost-effective data solutions. They also explore the competitive landscape, market opportunities, and Faction's investment strategies. The episode highlights the importance of oracles in bridging real-world data with blockchain applications, especially in decentralized finance (DeFi).01:20 An introduction to Faction and Will02:35 Meredith's Data Driven Career Journey and starting Stork05:22 Meredith talks the Evolution of Oracle Technology 07:47 Using cryptographic signatures to dramatically reduce costs14:08 Navigating the ultra competitive Oracle Market 16:25 How Faction thinks about the oracle market and diligencing Stork21:25 Measuring Success in the oracle market by looking at trading volume secured vs. Total value secured24:42 Pyth vs. Chainlink vs. Stork27:40 What are the key growth opportunities within DeFI and the oracle market31:21 Stork's big vision for a open data marketplace32:30 Real World Assets and prediction market opportunities 37:47 The future of Stork's Oracle offeringsLinks:https://www.faction.vc/https://www.stork.network/Twitter Accounts:https://x.com/Will_Leashttps://x.com/meredithpitkoffhttps://x.com/StorkOraclehttps://x.com/FactionVCToken Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanhttps://www.lattice.fund/The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

In this episode of Token Warrant, hosts Mike Zajko and Regan Bozman discuss RedStone's recent Series A funding round with Arrington Capital's Keli Callaghan  RedStone co-founder Marcin Kazmierczak. They delve into the oracle market, RedStone's modular approach, and the significance of oracles in the Web3 ecosystem. Keli shares insights on Arrington's investment strategy, while Marcin discusses RedStone's journey and their innovative solutions. The episode highlights the challenges and opportunities in the crypto space, emphasizing the importance of adaptability and collaboration.01:04 Keli's journey from Algorand to Arrington04:25 Marcin's Bitcoin thesis paper to Google and back to crypto and founding RedStone08:31  Competing in the Oracle market and alternative oracle designs11:12 Modular approach to building RedStone oracles14:15 RedStone fundraising gets started in Arweave accelerator 20:00 The road to Series A22:15  Keli and Marcin discuss the oracle market31:30  RedSton'e rapid growth in Total Value Secured (TVS)36:00: Redstone captures the Liquid Staking Market42:11: Wrapping up and future for RedStoneLinks:https://redstone.finance/https://www.arringtoncapital.com/Twitter Accounts:https://x.com/Marcin_Kaz13https://x.com/KeliCallaghanhttps://x.com/Arrington_Caphttps://x.com/redstone_defiToken Warranthttps://x.com/tokenwarranthttps://x.com/MikeZajkohttps://x.com/reganbozmanhttps://www.lattice.fund/The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.