Podcast by Eric Golden on Web3 businesses, Web3 Breakdowns

Web3 Breakdowns

Podcast by Eric Golden on Web3 businesses

Web3 Breakdowns is a series of conversations exploring innovation in the decentralized internet. Each episode will focus on a different topic - we will cover NFT projects, crypto assets, blockchain-based protocols, and businesses being built with Web3 architecture. We will talk to founders, artists, investors and influencers to understand this emerging ecosystem. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.

Crypto

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

<ul><li>Cosmo Giang, partner at Pantera Capital, discusses the investment thesis behind digital asset treasury companies (DATs) and their role in the crypto ecosystem, particularly highlighting Solana as their largest position.</li><li>Giang compares DATs to traditional financial companies, emphasizing how they can generate yield on assets like Bitcoin and Solana, similar to how banks generate returns on deposits.</li><li>Giang reveals how Solana's smart contract platform offers more sustainable yield potential compared to Bitcoin, leading to Pantera's bullish stance on the cryptocurrency.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Cosmo Giang, partner at Pantera Capital, discusses the investment thesis behind digital asset treasury companies (DATs) and their role in the crypto ecosystem, particularly highlighting Solana as their largest position.Giang compares DATs to traditional financial companies, emphasizing how they can generate yield on assets like Bitcoin and Solana, similar to how banks generate returns on deposits.Giang reveals how Solana's smart contract platform offers more sustainable yield potential compared to Bitcoin, leading to Pantera's bullish stance on the cryptocurrency.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Cosmo Jiang - Unpacking Digital Asset Treasuries - [Making Markets, EP.70]

Private Capital Markets

DataDirect Networks / Private Capital Markets

DataDirect Networks offers a comprehensive Data Intelligence Platform designed to enhance data storage and management for AI applications. The platform supports over 500,000 GPUs and is optimized for high-performance computing, enabling organizations to efficiently process massive datasets. With tailored solutions for various roles, DDN empowersdata scientists, IT professionals, and researchers to unlock insights and drive innovation.

<ul><li>Paul Block, co-founder and CEO of DDN, discusses how his company recognized the AI inflection point early on and is now partnering with major players like Nvidia, Google, and Blackstone.</li><li>DDN specializes in providing data storage and access for AI infrastructure, working closely with Nvidia to deliver high performance and low latency solutions for customers.</li><li>While historically seen as competitors, DDN now collaborates with hyperscalers like Google and Microsoft to provide specialized systems for large-scale AI workloads, offering better performance and cost efficiency.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paul Block, co-founder and CEO of DDN, discusses how his company recognized the AI inflection point early on and is now partnering with major players like Nvidia, Google, and Blackstone.DDN specializes in providing data storage and access for AI infrastructure, working closely with Nvidia to deliver high performance and low latency solutions for customers.While historically seen as competitors, DDN now collaborates with hyperscalers like Google and Microsoft to provide specialized systems for large-scale AI workloads, offering better performance and cost efficiency.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68]

<ul><li>Zach Townsend is the co-founder and CEO of Meanwhile, a company reinventing life insurance by holding reserves in Bitcoin.</li><li>Life insurance is about protection and risk sharing, with term life providing coverage for a specific term and whole life lasting a lifetime.</li><li>Term life is more focused on protection for a specific period, while whole life is an investment product for intergenerational wealth transfer.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Zach Townsend is the co-founder and CEO of Meanwhile, a company reinventing life insurance by holding reserves in Bitcoin.Life insurance is about protection and risk sharing, with term life providing coverage for a specific term and whole life lasting a lifetime.Term life is more focused on protection for a specific period, while whole life is an investment product for intergenerational wealth transfer.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Zac Townsend: Insurance for the Crypto Era - [Making Markets, EP.64]

Commodities

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

<ul><li>Daniel Dicker is a seasoned oil trader and expert on energy markets</li><li>Oil has become less important in the macro landscape, with its influence on stocks decreasing over the years</li><li>Oil's current price fluctuations are driven more by supply and demand factors rather than financial speculation, with no signs of improvement in the near future, despite recent macro developments.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Daniel Dicker is a seasoned oil trader and expert on energy marketsOil has become less important in the macro landscape, with its influence on stocks decreasing over the yearsOil's current price fluctuations are driven more by supply and demand factors rather than financial speculation, with no signs of improvement in the near future, despite recent macro developments.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Dan Dicker: The Great Oil Reckoning - [Making Markets, EP.61]

Cross Asset Strategy

<ul><li>2024 was a great year for risk assets, with the S&amp;P up 23% and Bitcoin up 150%</li><li>The year started with concerns about a recession and aggressive Fed rate cuts, but ended with market consensus aligning and a strong performance</li><li>The narrative heading into 2025 includes concerns about Trump's impact on deregulation and tariffs, as well as potential inflation from immigration policies</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

2024 was a great year for risk assets, with the S&amp;P up 23% and Bitcoin up 150%The year started with concerns about a recession and aggressive Fed rate cuts, but ended with market consensus aligning and a strong performanceThe narrative heading into 2025 includes concerns about Trump's impact on deregulation and tariffs, as well as potential inflation from immigration policiesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Quarterly Market Recap: Q4 2024 - [Making Markets, EP.53]