Who is Responsible for Low Float, High FDV? | Roundup
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- Опубликовано: 28 май 2024
- In this episode, Santi and Yano kick off the episode by discussing the market's choppy consolidation period and comparing it to previous cycles. They delve into the emergence of social finance apps like Fantasy and Pump Dot Fun, and explore the dynamics of high FDV, low float tokens and the role of VCs in the industry. Santi then breaks down his Coinbase and Solana trades. To close out they touch on WIF's potential to become a dominant player in the Solana ecosystem. Thanks for tuning in!
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Timestamps:
00:00 Yano's Fashion Advice
06:07 Is this Cycle Different?
13:39 Focusing a Portfolio
17:42 Blockworks Podcast Thesis
23:30 Crypto's SocialFi Era
39:24 Sei Ad
40:22Aura Ad
41:11 Marinade Ad
42:15 Skale Ad
43:32 Are Points Over?
49:15 Coinbase Earnings
01:00:42 Memecoin Thesis
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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed. - Развлечения
I love that Santi walked us through his thought process in sitting on your hands even after having some success in this industry. It is very difficult for me but I'm learning that it will determine my fate one way or another.
I watch every episode and Ive learnt a lot .... love from Amman!
Love the focus, and direction Yano. Crypto native here and I love the growth of Blockworks over the last few years! See you in Utah!
VCs are not taking risks. They are selling their tokens for multiples of what they paid! Otherwise they would not have invested into half the junk they invest in
best crypto show! all substance, no fluff
Good pod as always guys!
Who is behind wif? No idea.
lmao, good one.
Santi sounds so arrogant when he says that solana should be at parity with eth. With his logic dogecoin would have overtaken bitcoin long ago, or eos to ethereum, or bnb. Like cmon man we know youre smarter than this stop pumping your bags.
i cant help but feel that he sounds so euphoric right now speaking about solana. people who missed out on eth chased solana and now people who missed out on solana are going to chase sui sei aptos.
who is Nathaniel and how can I get his 15 minute daily update
2 whole mins of ads at the beginning? How much are you strapped for cash , srsly tho
Bro its a tough time
They must be good considering the very next convo lol
you guys wanna get jerry yan of hyperliquid on the show? while every next-gen L1 went for the VC route, hyperliquid rejected them. will this be the bnb smartchain of this cycle?
HL not having exposure here confirms the grift lens this program is.. know your enemy tho
Oh y’all got THAT kinda money? Just out of the random can afford NY Knicks playoff tickets? Love it.
EDIT: I’ve never seen Santi so up and animated 😂
good topic
I love all the Perspektive from you guys, but I think you can work on how you say things, at times it’s not really clear what you guys are trying to say
I’m a proud “forward guidance“ cult member
hzn
I think VCs are disingenuous when it comes to examples like WorldCoin. Sure, you can't blame VCs for market makers overbidding on these low-float projects. But it is so ironic for VCs, like a16z, crying about the market being irrational on buying memecoins, when they are also the benefactor of this irrational exuberance behind WorldCoin's high FDV. Why aren't they criticizing their new and unestablished projects benefitting from overhype? The entire schtick feels overtly self-serving.
Don’t make me fucking laugh. Crypto VCs have the easiest job that pays generational wealth in all of human history. Straight up. You should be ashamed of yourselves for complaining instead of just enjoying it with grace and style in privacy