ever since we coined the silly term 'revenue meta' we've been continuously asking founders about their business models / the new way to think about investing in this industry
think this episode pretty much explains the core idea in less than 20 mins
enjoy
https://www.youtube.com/watch?v=TfArRBtnEPw
think this episode pretty much explains the core idea in less than 20 mins
enjoy
https://www.youtube.com/watch?v=TfArRBtnEPw
YouTube
Aerodrome Co-Founder: 90% of Top 100 Tokens Are Uninvestable (Here's Why)
Alex Cutler joins The Rollup live from Digital Asset Summit to break down why DEXs are producing more fees than the chains they run on but worth a fraction of their market cap, and more.
Alex Cutler is the co-founder of Aerodrome, the largest DEX on Base…
Alex Cutler is the co-founder of Aerodrome, the largest DEX on Base…
✍3
✍1
this was really insightful and just a great convo all around
https://www.youtube.com/watch?v=xeKeVJFHNi8
https://www.youtube.com/watch?v=xeKeVJFHNi8
YouTube
Logan Jastremski: Will Hyperliquid Flip Solana?
Logan Jastremski joins The Rollup to break down why blockchains are really just global exchanges, why localized ingestion beats co-location as a trading model, and more.
Logan Jastremski is the co-founder of Frictionless Capital, a venture fund focused on…
Logan Jastremski is the co-founder of Frictionless Capital, a venture fund focused on…
✍2
Gut says the crypto winter is over and the four year cycle will be proven wrong as we accelerate to higher levels faster than most expect
🫡3
gonna explain my ideas and thinking today but looking good
https://x.com/andyyy/status/2042279930059243567
https://www.youtube.com/live/vQrNkVb2OWc
https://x.com/andyyy/status/2042279930059243567
https://www.youtube.com/live/vQrNkVb2OWc
X (formerly Twitter)
Andy (@andyyy) on X
Busy day in the Tower. Will be a great show today.
Hosting @dom_kwok & @kwok_phil, @brian_wong , and @MacroMate8
See you there🫡
https://t.co/ohwEx2GWUF
Hosting @dom_kwok & @kwok_phil, @brian_wong , and @MacroMate8
See you there🫡
https://t.co/ohwEx2GWUF
✍1
pretty wild convo about ai today that got really philosophical on our weekly ai show — brian is a prominent investor in the space and has been thinking hard about it for awhile
you'll enjoy
https://www.youtube.com/watch?v=aAFMOi2bwiQ
you'll enjoy
https://www.youtube.com/watch?v=aAFMOi2bwiQ
YouTube
The AI x Digital Assets Trade Nobody Is Making
Brian Wong joins this episode of AI Supercycles to break down his barbell investment strategy for the AI boom, why the real AI x digital assets trade is in stablecoin app layer companies, and much more.
Brian Wong is a serial entrepreneur and co-founder…
Brian Wong is a serial entrepreneur and co-founder…
❤🔥1
andy's journal
todays show is gonna be epic crypto winter over lads lets go
banger episode with Lighter CEO here
lighter looking very good here
https://www.youtube.com/watch?v=Ye51Td_l_MM
lighter looking very good here
https://www.youtube.com/watch?v=Ye51Td_l_MM
YouTube
Vladimir Novakovski: Why Lighter Is Built for the Future of Finance (...And What's Coming)
Lighter CEO Vladimir Novakovski joins The Rollup to break down the Lighter EVM launch, what comes next for trading any asset onchain, the valuation disconnect vs. Hyperliquid and other perps DEXs, how Lighter stands up in a regulatory fashion, and why the…
✍3
the next bull market has already begun, its just not what you're used to.
its happening in tokens that look and operate more like public equities than traditional governance tokens.
this market is demanding cash-flows, programmatic buybacks, transparent & public accounting, and real onchain business model forecasting with path to sustainable revenues.
welcome to the new era
its happening in tokens that look and operate more like public equities than traditional governance tokens.
this market is demanding cash-flows, programmatic buybacks, transparent & public accounting, and real onchain business model forecasting with path to sustainable revenues.
welcome to the new era
✍4