In today's episode Jason is joined by Arthur of DeFianceCapital and Sean of Fintech Collective. They kick off the episode by discussing the current state of token launches, highlighting the unsustainable model of low float and high fully diluted valuations that often leave retail investors at a disadvantage. They explore the challenges in accurately valuing crypto assets and the need for better alignment of incentives between teams, investors, and the broader market. The episode concludes with Arthur and Sean sharing their high-conviction bets for this market cycle. Thanks for tuning in!
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Arbitrum is a game-changer for daily Ethereum's users and developers, offering top applications and lower fees. As the leading scaling solution with 600+ apps, explore Arbitrum’s Portal to find your perfect fit. Interact with the home of DeFi, a flourishing NFT and creator ecosystem, and a rapidly growing Web3 gaming hub - Arbitrum has it all.
Get started at:
portal.arbitrum.io
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SKALE is a modular, AppChain network that offers zero gas fee transactions and instant finality. Tailored for ease of development and onboarding, SKALE's configurable EVM chains enable next-gen use cases in gaming, AI, DePin, and others. With over 20,000,000 users having saved over $6 Billion on gas fees, SKALE is the blockchain for mass adoption.
Bridge to SKALE at portal.skale.space and stay up to date with the gasless blockchain at @skalenetwork
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Kinto is the Safety-first L2 designed to accelerate the transition to an on-chain financial system.
If you believe in this on-chain financial system, join Kinto's launch program (Engen) and become a founding member at engen.kinto.xyz
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Timestamps:
0:00 Introduction
01:52 Crypto VCs are Broken
14:31 Best Token Launch Model
22:11 Valuing Crypto Assets
29:20 Arbitrum Ad
30:08 Aura Ad
30:56 Kinto Ad
31:52 Skale Ad
33:08 Evaulating LDO & ETHFI
51:57 Active Investments
57:51 Highest Conviction Bets
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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.