Fundamentals of the internet-native economy.
The world's most valuable companies are born during major platform shifts. We demystify crypto to help you filter the noise.
ETFs, L2 Economics, Onchain Analytics & More: Institutional Insights from David Han
In this episode, we’re joined by David Han, Institutional Research Analyst at Coinbase, to discuss the latest market trends, onchain developments, and David's journey into the crypto space. Our conversation covers the purpose of Coinbase’s research team, the state of onchain analysis, and more specifically how important access to verifiable onchain analytics is. We speak about the state of Bitcoin and Ethereum ETFs, and where the difference in traction stems from. We touch on Bitcoin dominance, and dive into Ethereum’s current scaling roadmap and address how the L2 roadmap might be slightly extractive to ETH.
We move on to speak about tokenization, and real-world assets, where David shares insights from his previous role at Goldman Sachs, where he was part of the team developing a tokenization platform, and we speak about the hurdles faced by institutional adoption of blockchain technology. David also discusses underutilized onchain metrics, the need for quality filters, his creation of custom metrics to serve this need, the overall state of the crypto market outside of just BTC and ETH, and what aspects of growth on L1s like Solana and TON investors should be focusing on.
Tune in for a great discussion on the Fundamentals of everything onchain.
David Han on X: https://x.com/0xdavidhan
Coinbase Institutional on X: https://x.com/CoinbaseInsto
Coinbase Institutional Research: https://www.coinbase.com/institutional/research-insights
ETH and the Rise of L2s: https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/eth-and-the-rise-of-l2s
Interpreting Token Inflation: https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/interpreting-token-inflation
Measures of Adoption in the EVM (H-index): https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/measures-of-adoption-in-the-evm
Timestamps:
00:00 Introduction
00:43 David Han's Journey into Crypto
03:40 Role and Focus of Coinbase's Research Team
06:00 Importance of Onchain Analytics
08:39 Challenges in Comparing Crypto and TradFi Metrics
09:59 Underutilized Onchain Metrics: Quality Filters & The H-index
13:49 How Project Teams Should Aim to Showcase Their Onchain Data
17:47 Bitcoin vs. Ethereum ETFs: Institutional Perspectives
27:20 Institutional Investment in ETH vs. BTC
28:13 Bitcoin Dominance and Market Trends
31:35 Ethereum's Evolving Narrative and L2 Impact
36:02 Tokenization: Leanings from Goldman’s Digital Assets Team
44:57 Token Inflation and Market Dynamics
52:07 Emerging Trends on Solana and TON
54:11 Conclusion and Upcoming Research
Make sure to leave a comment if you have any questions 🙌
📊 Token Terminal platform:
► https://www.tokenterminal.com/
-------------------------------------------
💬 Join our Discord:
► https://discord.com/invite/tokenterminal
-------------------------------------------
📱 Follow us on Twitter:
► https://twitter.com/tokenterminal
-------------------------------------------
📩 Subscribe to our Newsletter:
► https://tokenterminal.substack.com/
-------------------------------------------
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
#Coinbase #Bitcoin #Ethereum #TokenTerminal
17 Sept 2024
Exploring Arbitrum Stylus, Orbit, and Nitro: An Interview with Steven Goldfeder
In this episode, we’re joined by Steven Goldfeder, Co-Founder and CEO of Offchain Labs, the team behind Arbitrum. We discuss the launch of Arbitrum Stylus, which significantly broadens the blockchain developer ecosystem by enabling the creation of smart contracts in programming languages that compile to WASM, such as Rust, C, C++, and many others.
We talk about Arbitrum's strategic positioning in the expanding blockchain market, highlighting its value proposition against alternative ecosystems and tech stacks.
We cover key developments within the Orbit ecosystem, the concept and significance of chain clusters, and the most exciting chains being developed today. We also break down Arbitrum’s business model and how institutions like Franklin Templeton and Robinhood are integrating with the onchain ecosystem.
The discussion concludes with Steven’s vision of Arbitrum's success as a leader in various verticals, from DeFi to gaming to institutional finance, driven by innovative applications powered by the Nitro tech stack.
Tune in for an insightful discussion on the fundamentals of Arbitrum.
Make sure to leave a comment if you have any questions 🙌
📊 Token Terminal platform:
► https://www.tokenterminal.com/
-------------------------------------------
💬 Join our Discord:
► https://discord.com/invite/tokenterminal
-------------------------------------------
📱 Follow us on Twitter:
► https://twitter.com/tokenterminal
-------------------------------------------
📩 Subscribe to our Newsletter:
► https://tokenterminal.substack.com/
-------------------------------------------
Timestamps:
00:00 Introduction
01:16 Arbitrum Stylus: The Broadband Moment for Blockchain Development
09:46 Exploring the Orbit Ecosystem
17:50 Chain Clusters and Interoperability
28:15 The Power of Customizability
29:08 The Arbitrum Nitro Tech Stack
30:07 Arbitrum Developer Guild and Community Contributions
35:57 Arbitrum's Vision for Success
38:39 Partnerships and Institutional Adoption
40:39 Arbitrum x Robinhood
45:12 Arbitrum's Business Model and Value Accrual
54:02 Upcoming Milestones
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
#Arbitrum #Ethereum #TokenTerminal
22 Aug 2024
Navigating Asset Tokenization with Securitize | Interview with Carlos Domingo
In this episode, we're joined by Carlos Domingo, Co-Founder and CEO of Securitize – a financial services platform that specializes in the tokenization of real-world assets.
We dive into the world of asset tokenization, starting with Securitize’s journey from its founding to its role today as a leader in the space. We break down our framework for asset tokenization, discussing how token issuers transform legacy assets into more dynamic, interoperable digital assets that unlock new value creation opportunities.
Carlos explains the benefits of tokenization for all involved stakeholder, using different products available on Securitize’s platform as examples: We dive deep into BlackRocks BUIDL fund, that recently broke $500m in deposits, and the most recent addition to their product suite, Hamilton Lane’s $5.6B Secondary Fund. We explore Securitize's rigorous vetting process for adding new investment opportunities, how they make money, the differences between onchain vs. offchain ledgers and reporting requirements, and what the challenges are that lie ahead and what it will take for Securitize to 100x their business.
Tune in for a great episode on the fundamentals of Securitize and asset tokenization.
Token Terminal's asset tokenization framework (Asset Tokenization, the Return of the Incumbents): https://tokenterminal.com/resources/weekly-fundamentals/asset-tokenization
Securitize: https://securitize.io/
Securitize on X: https://x.com/Securitize
Carlos on X: https://x.com/carlosdomingo
Make sure to leave a comment if you have any questions 🙌
Timestamps
00:00 Introduction
01:43 Overview of Securitize
04:33 Token Terminal's Tokenization Taxonomy
07:11 Nuances in Tokenization
14:56 Real-World Applications of Tokenization
21:19 Quality Control in Tokenization Projects
25:21 Securitize's Role in BlackRock's BUIDL Fund
27:45 Investment and Redemption Process
30:38 Securitize's Business Model and Revenue Streams
32:07 Hamilton Lane's Secondary Fund VI
34:58 Tokenization and Institutional Interest
39:53 Onchain Data and Reporting
42:18 Future of Blockchain-Based Records
48:21 Challenges and Future Growth
📊 Token Terminal platform:
► https://www.tokenterminal.com/
-------------------------------------------
💬 Join our Discord:
► https://discord.com/invite/tokenterminal
-------------------------------------------
📱 Follow us on Twitter:
► https://twitter.com/tokenterminal
-------------------------------------------
📩 Subscribe to our Newsletter:
► https://tokenterminal.substack.com/
-------------------------------------------
Crypto redefines the way businesses are built and operated.
Token Terminal gives you the tools to evaluate and track the most promising projects.
#TokenTerminal #Securitize #Tokenization
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Spotify
5.0 / 5
15 ratings
Contact Fundamentals
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Fundamentals?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
