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Fundamentals

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Fundamentals

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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Recent Episodes of Fundamentals


TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang

TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang

In this episode, we’re joined by Cosmo Jiang, Portfolio Manager at Pantera Capital to discuss the details behind Pantera’s largest investment ever, into The Open Network – or TON – the Layer 1 network originally designed by Telegram. 


We speak about Pantera's long-term approach to fundamentals-based investing, and walk through their typical deal sourcing and due diligence processes. We explore the factors the helped Pantera build conviction for their largest investment to date, including the strategic partnership between Telegram and TON, how TON is uniquely positioned to onboard the first billion users to crypto, the importanc...

Episode 92 11 July 2024 53m and 21s


Macro Trends, ETFs, Smart Contract Platforms, and Crypto Fundamentals: A Conversation with Grayscale

Macro Trends, ETFs, Smart Contract Platforms, and Crypto Fundamentals: A Conversation with Grayscale

In this episode of the Fundamentals Podcast, we’re joined by Zach Pandl, the Head of Research at Grayscale. Zach talks about his career transition from Wall Street to the crypto industry, the compelling reasons behind his move, and his role at Grayscale.


Zach outlines the potential of digital assets, driven by large addressable markets, network technologies, and the Bitcoin macro trade. Additionally, Zach shares his insights on the macro factors impacting the crypto market today and the importance of federal reserve policy on Bitcoin’s price.


We walk thro...

Episode 91 27 June 2024 44m and 36s


Nibiru Chain – Tech Innovations, Developer Tools, and Ecosystem Growth | Fundamentals ep.90

Nibiru Chain – Tech Innovations, Developer Tools, and Ecosystem Growth | Fundamentals ep.90

In this episode, we're joined by Unique Divine – Co-Founder and CEO of Nibiru Chain – to dive into the general-purpose L1 blockchain featuring superior throughput potentially exceeding 40k TPS. The discussion covers its core value propositions, including the use of WASM smart contracts, the upcoming high-performance EVM execution layer, and optimizations like scalable data indexing and advanced developer tooling. 

We explore which applications are best suited for Nibiru, current performance metrics, economic sustainability, and the future roadmap of Nibiru, including its growth and the challenges it faces.


Timestamps:

00:00 Introduction to Nibiru Chain...

Episode 90 24 June 2024 30m and 50s


Franklin Templeton's Approach to Digital Assets | Interview with Christopher Jensen

Franklin Templeton's Approach to Digital Assets | Interview with Christopher Jensen

In this episode, we’re joined by Christopher Jensen, Director of Digital Asset Research at Franklin Templeton.


We speak about Franklin Templeton's fundamentals-driven approach to digital asset investments research, and internal analysis to understand protocols, tokens, and value accrual. Our conversation also touches on client demand, institutional interest, and the creation of a comprehensive product suite to cater to varying levels of demand and knowledge. Christopher highlights the importance of onchain data, the use of blockchain technology for operational efficiencies, and the ongoing exploration of new crypto use cases like decentralized physical infrastructure networks (De...

Episode 89 10 June 2024 57m and 32s


The Power of Onchain: Updating the System with Jesse Pollak, Creator of Base

The Power of Onchain: Updating the System with Jesse Pollak, Creator of Base

In this episode, we’re joined by Jesse Pollak, the Creator of Base. Our conversation dives into the details behind moving Coinbase onchain, building Base as a ‘company within a company’, and combining the strengths of Coinbase and Optimism to create a global onchain economy. 


We speak about Base’s lean and engineering-driven team structure, the purpose of economic alliances between chains, pioneering governance strategies, standardising metrics in the industry, and the paradigm shift that building onchain enables for decision-making, product development, and more efficient business operations. 


Tune in for a grea...

Episode 88 30 May 2024 49m and 12s


Analyzing the evolving blockchain landscape with VanEck – Interview with Matthew Sigel

Analyzing the evolving blockchain landscape with VanEck – Interview with Matthew Sigel

Our recent conversation with Matthew Sigel, Head of Digital Assets Research at VanEck, covers the state of Bitcoin ETFs, the growth of the broader Bitcoin ecosystem, understanding value accrual, differences in VanEck’s valuation models for Ethereum and Solana, the pros and cons of onchain data, key line items in blockchain P&Ls, and more.


VanEck is a global investment management firm with over $100 billion in assets under management as of March this year. VanEck offers a range of investment vehicles, including ETFs, mutual funds, institutional funds, separately managed accounts, and model delivery portfolios. Re...

Episode 87 20 May 2024 53m and 45s


Bitwise – The world's largest crypto index fund manager | Fundamentals ep. 86

Bitwise – The world's largest crypto index fund manager | Fundamentals ep. 86

In this episode of the Fundamentals podcast, we’re joined by Ryan Rasmussen, Senior Crypto Research Analyst at Bitwise – The world's largest crypto index fund manager. Make sure to leave a comment if you have any questions 🙌 12 Real-World Stories of How Millions of People Are Using Crypto Services Today: https://bitwiseinvestments.com/crypto-market-insights/crypto-use-cases-12-real-world-stories-2024 The Year Ahead: 10 Crypto Predictions for 2024: https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2024 Bitwise: https://bitwiseinvestments.com/ Bitwise on X: https://twitter.com/BitwiseInvest Ryan on X: https://twitter.com/RasterlyRock ------------------------------------------- 📊 Token Terminal platform: ► https://www.tokenterminal.com/ ------------------------------------------- 💬 Join our Discord: ► https://discord.com/invite/tokent...

Episode 86 4 April 2024 53m and 56s


Bloomberg x Token Terminal: Onchain Data and Its Role in Investment Analysis | Webinar

Bloomberg x Token Terminal: Onchain Data and Its Role in Investment Analysis | Webinar

Tune in as Bloomberg and onchain data provider Token Terminal explore the relatively uncharted territory of onchain data. The team will talk about the sources and interpretation of this emerging form of financial data, it's unique characteristics, and how it fits into investor analysis. Participants can expect to depart the 30-minute webinar with a better understanding of how on-chain data can be used to support and enhance their investment analysis. Speakers: Alex Wenham, Digital Assets Product & Strategy Lead, Bloomberg With over 15 years of Financial Markets experience, Alex is the Global Head of Cryptocurrency Product and Digital Asset Lead at...

Episode 3 April 2024 31m and 47s


LayerZero – Diving into V2 | Fundamentals ep.85

LayerZero – Diving into V2 | Fundamentals ep.85

In this episode of the Fundamentals podcast, we’re joined by Bryan Pellegrino, the Co-Founder and CEO of LayerZero Labs – the team behind the LayerZero – an interoperability protocol that connects blockchains (50+ and counting).In this episode with Bryan, we discuss what LayerZero's core value proposition is, and why interoperability is important for the blockchain industry. We speak about the tech stack, current traction, assess market potential, and speak about value accrual.Finally, we wrap up with current challenges and growth drivers, and what the most exciting upcoming developments for LayerZero are.LayerZero: https://layerzero.network/X (Twitter): https://twitter.com/La...

Episode 86 22 February 2024 48m and 42s


Tezos – Tech, traction, challenges, vision, XTZ, and more with Co-Founder Arthur Breitman | ep.85

Tezos – Tech, traction, challenges, vision, XTZ, and more with Co-Founder Arthur Breitman | ep.85

In today’s episode, we’re joined by Arthur Breitman, the Co-Founder of Tezos, a layer 1 blockchain. In this episode, we focus on what sets Tezos apart from other blockchains on the market, and how they stack up in terms of performance, network activity, economics, and more. We speak about the network's current use cases, and vision for the future. Arthur walks us through the current challenges faced, current focus areas, the state of the blockchain market today, and his vision for Tezos' future. Tezos: https://tezos.com/ Arthur on X: https://twitter.com/ArthurB Tezos on X: https://twit...

Episode 85 8 February 2024 46m and 11s

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