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.
Fundamentals
Claim This Podcastby Token Terminal
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108 episodes
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Podcast Overview
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.
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Publishing Since
3/26/2022
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Recent Episodes
September 24, 2024
ETFs, L2 Economics, Onchain Analytics & More: Institutional Insights from David Han
<p>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. </p> <p><br></p> <p>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.</p> <p><br></p> <p>Tune in for a great discussion on the Fundamentals of everything onchain.</p> <p><br></p> <p>David Han on X: https://x.com/0xdavidhan</p> <p>Coinbase Institutional on X: https://x.com/CoinbaseInsto </p> <p><br></p> <p>Coinbase Institutional Research: https://www.coinbase.com/institutional/research-insights</p> <p>ETH and the Rise of L2s: https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/eth-and-the-rise-of-l2s</p> <p>Interpreting Token Inflation: https://www.coinbase.com/en-sg/institutional/research-insights/research/market-intelligence/interpreting-token-inflation</p> <p>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</p> <p><br></p> <p>Timestamps:</p> <p>00:00 Introduction</p> <p>00:43 David Han's Journey into Crypto</p> <p>03:40 Role and Focus of Coinbase's Research Team</p> <p>06:00 Importance of Onchain Analytics</p> <p>08:39 Challenges in Comparing Crypto and TradFi Metrics</p> <p>09:59 Underutilized Onchain Metrics: Quality Filters & The H-index</p> <p>13:49 How Project Teams Should Aim to Showcase Their Onchain Data</p> <p>17:47 Bitcoin vs. Ethereum ETFs: Institutional Perspectives</p> <p>27:20 Institutional Investment in ETH vs. BTC</p> <p>28:13 Bitcoin Dominance and Market Trends</p> <p>31:35 Ethereum's Evolving Narrative and L2 Impact</p> <p>36:02 Tokenization: Leanings from Goldman’s Digital Assets Team</p> <p>44:57 Token Inflation and Market Dynamics</p> <p>52:07 Emerging Trends on Solana and TON</p> <p>54:11 Conclusion and Upcoming Research</p> <p><br></p> <p><br></p> <p>Make sure to leave a comment if you have any questions 🙌</p> <p><br></p> <p>📊 Token Terminal platform: </p> <p>► https://www.tokenterminal.com/</p> <p>-------------------------------------------</p> <p>💬 Join our Discord: </p> <p>► https://discord.com/invite/tokenterminal</p> <p>-------------------------------------------</p> <p>📱 Follow us on Twitter:</p> <p>► https://twitter.com/tokenterminal</p> <p>-------------------------------------------</p> <p>📩 Subscribe to our Newsletter:</p> <p>► https://tokenterminal.substack.com/</p> <p>-------------------------------------------</p> <p><br></p> <p>Crypto redefines the way businesses are built and operated.</p> <p>Token Terminal gives you the tools to evaluate and track the most promising projects.</p> <p><br></p> <p>#Coinbase #Bitcoin #Ethereum #TokenTerminal</p>
September 17, 2024
Exploring Arbitrum Stylus, Orbit, and Nitro: An Interview with Steven Goldfeder
<p>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.</p> <p><br></p> <p>We talk about Arbitrum's strategic positioning in the expanding blockchain market, highlighting its value proposition against alternative ecosystems and tech stacks.</p> <p><br></p> <p>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.</p> <p><br></p> <p>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.</p> <p><br></p> <p>Tune in for an insightful discussion on the fundamentals of Arbitrum.</p> <p><br></p> <p>Make sure to leave a comment if you have any questions 🙌</p> <p><br></p> <p>📊 Token Terminal platform: </p> <p>► https://www.tokenterminal.com/</p> <p>-------------------------------------------</p> <p>💬 Join our Discord: </p> <p>► https://discord.com/invite/tokenterminal</p> <p>-------------------------------------------</p> <p>📱 Follow us on Twitter:</p> <p>► https://twitter.com/tokenterminal</p> <p>-------------------------------------------</p> <p>📩 Subscribe to our Newsletter:</p> <p>► https://tokenterminal.substack.com/</p> <p>-------------------------------------------</p> <p><br></p> <p>Timestamps:</p> <p>00:00 Introduction</p> <p>01:16 Arbitrum Stylus: The Broadband Moment for Blockchain Development</p> <p>09:46 Exploring the Orbit Ecosystem</p> <p>17:50 Chain Clusters and Interoperability</p> <p>28:15 The Power of Customizability</p> <p>29:08 The Arbitrum Nitro Tech Stack</p> <p>30:07 Arbitrum Developer Guild and Community Contributions</p> <p>35:57 Arbitrum's Vision for Success</p> <p>38:39 Partnerships and Institutional Adoption</p> <p>40:39 Arbitrum x Robinhood</p> <p>45:12 Arbitrum's Business Model and Value Accrual</p> <p>54:02 Upcoming Milestones</p> <p><br></p> <p>Crypto redefines the way businesses are built and operated.</p> <p>Token Terminal gives you the tools to evaluate and track the most promising projects.</p> <p><br></p> <p>#Arbitrum #Ethereum #TokenTerminal</p>
August 22, 2024
Navigating Asset Tokenization with Securitize | Interview with Carlos Domingo
<p>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. </p> <p><br></p> <p>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.</p> <p><br></p> <p>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.</p> <p><br></p> <p>Tune in for a great episode on the fundamentals of Securitize and asset tokenization.</p> <p><br></p> <p>Token Terminal's asset tokenization framework (Asset Tokenization, the Return of the Incumbents): https://tokenterminal.com/resources/weekly-fundamentals/asset-tokenization</p> <p><br></p> <p>Securitize: https://securitize.io/</p> <p>Securitize on X: https://x.com/Securitize</p> <p>Carlos on X: https://x.com/carlosdomingo</p> <p><br></p> <p>Make sure to leave a comment if you have any questions 🙌</p> <p><br></p> <p>Timestamps</p> <p>00:00 Introduction</p> <p>01:43 Overview of Securitize</p> <p>04:33 Token Terminal's Tokenization Taxonomy</p> <p>07:11 Nuances in Tokenization</p> <p>14:56 Real-World Applications of Tokenization</p> <p>21:19 Quality Control in Tokenization Projects</p> <p>25:21 Securitize's Role in BlackRock's BUIDL Fund</p> <p>27:45 Investment and Redemption Process</p> <p>30:38 Securitize's Business Model and Revenue Streams</p> <p>32:07 Hamilton Lane's Secondary Fund VI</p> <p>34:58 Tokenization and Institutional Interest</p> <p>39:53 Onchain Data and Reporting</p> <p>42:18 Future of Blockchain-Based Records</p> <p>48:21 Challenges and Future Growth</p> <p><br></p> <p><br></p> <p>📊 Token Terminal platform: </p> <p>► https://www.tokenterminal.com/</p> <p>-------------------------------------------</p> <p>💬 Join our Discord: </p> <p>► https://discord.com/invite/tokenterminal</p> <p>-------------------------------------------</p> <p>📱 Follow us on Twitter:</p> <p>► https://twitter.com/tokenterminal</p> <p>-------------------------------------------</p> <p>📩 Subscribe to our Newsletter:</p> <p>► https://tokenterminal.substack.com/</p> <p>-------------------------------------------</p> <p><br></p> <p>Crypto redefines the way businesses are built and operated.</p> <p>Token Terminal gives you the tools to evaluate and track the most promising projects.</p> <p><br></p> <p>#TokenTerminal #Securitize #Tokenization</p>
108 total episodes available
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This podcast updates weekly.
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This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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No, this podcast does not typically feature guests.
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