New episode with @jdorman81 out now! @santiagoroel We discuss: - Can Coinbase survive? - Battle of the exchanges - The rise of DEXs (@HyperliquidX) - How to bring assets onchain - The bull case for DeFi & more! Timestamps: 00:00 Intro 03:06 Do Fundamentals Matter In Crypto? 08:58 Ripple's Breakthrough Moment 11:38 Ads (Aptos, Zenrock) 12:58 The Coinbase Business Model 20:59 Are Coinbase Users Sticky? 25:29 The Rise Of DEXs 31:41 Ads (Aptos, Zenrock) 33:01 Is There A Bull Case For Coinbase? 37:55 Tokenization 43:37 Ads (Falcon x, 45:05 The Opportunity For DeFi 50:32 Value Accrual 57:07 How To Bring Assets Onchain 01:10:09 Should Securities Laws Be Updated?
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