Latest episodes of the podcast Fundamentals
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Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80
07/12/2023
Investing in DeFi with Re7 Capital: yield, risk management, data, valuation | Fundamentals ep.79
30/11/2023
RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78
21/11/2023
Fantom – value proposition, new tech stack (Sonic), economics, overcoming challenges & more | ep.77
14/11/2023
The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more!
07/11/2023
The state of zkSync: scaling, security, UX, traction, challenges, financials | Fundamentals ep.75
01/11/2023
Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80
01/11/2023
Stratos – Valuing L1s and L2s, monetary premium, fat protocols, sustainability, and more | ep.74
17/10/2023
MultiversX – Mass adoption, security, sharding, EGLD, xDay, and more | Fundamentals ep.73
09/10/2023
Maven 11 – Value capture, modular blockchains, due diligence, good tech vs. good business | ep.72
26/09/2023
Sei – the fastest Layer 1 blockchain, optimizing UX for the exchange of digital assets | ep.71
19/09/2023
Folius Ventures – Analyzing BLUR, MKR, and friend.tech with Jason Kam | Fundamentals ep.70
11/09/2023
Chronicle Protocol – Decentralized and transparent oracle infrastructure | Fundamentals ep.69
06/09/2023
TRON – User activity, stablecoins, emerging markets | H.E. Justin Sun | Fundamentals ep.64
26/07/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.