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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