ll (@bibibibibiiu) • Hey
nann
Publications
- Investing This Crypto Bull Run with Pantera Capital
Paul Veradittakit is the Managing Partner at Pantera Capital.
In this episode, we cover the major themes Pantera Capital is investing in this crypto bull run including Bitcoin DeFi, decentralized social, modularity and zero knowledge proofs, RWAs, stablecoins, and crypto x AI. Using their blog post on The Year Ahead as a guide, we gather insights from Paul who’s been investing in crypto startups for over 10 years.
------
🔗 Essential Show Links 🔗
► Youtube: https://youtube.com/@defidad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH
https://www.swellnetwork.io/
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
https://avocado.instadapp.io/
🧑🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS
https://www.mantle.xyz/
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
https://metamask.io/portfolio/?utm_source=defidad&utm_medium=podcast&utm_campaign=pdapp&utm_content=episode101523
🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS
https://kelpdao.xyz/restake
🟣 MAVERICK PROTOCOL | DEFI INFRA MADE TO CUSTOMIZE, AUTOMATE & INCENTIIZE LIQUIDITY
https://app.mav.xyz/theEdgePodcast
🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE
https://www.blueberry.garden/
------
Timestamps
0:00 - Intro
5:08 - Paul's background
12:10 - Staying hungry
15:52 - Why Pantera's been successful
22:02 - The business behind venture
23:38 - What you look for in founders
28:17 - Blueberry and Maverick mid-roll
29:58 - Resurgence of Bitcoin and Bitcoin DeFi
34:12 - Decentralized social
38:43 - Modularity x zk tech
41:18 - TradFi x DeFi, stablcoins, RWAs
48:43 - Crypto x AI, DePIN
53:08 - Rapid fire
53:34 - Are we in Phase 1 or Phase 2 of the bull run?
54:47 - Will we continue having Bitcoin 4-year cycles?
55:50 - Bullish outlook on ETH
59:07 - Where Paul allocates his time
1:01:59 - Closing
------
🔗 Guest Links 🔗
► Pantera Website: https://panteracapital.com/
► Pantera Blog Post: https://panteracapital.com/blockchain-letter/the-year-ahead-2024/
► Paul on Twitter: https://twitter.com/veradittakit
► Pantera on Twitter: https://twitter.com/panteracapital
► Paul's Blog: https://www.veradiverdict.com/
------
🙏 The Edge Podcast is produced by 4RC Labs. If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/
All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
- The verifiable web is bigger than crypto.
It’s a technological and social movement centered around giving users verifiable guarantees instead of unbacked promises.
It’s already underway. Join the movement.
https://blog.chain.link/verifiable-web/
- ⚽️ EPL Matchday 21 ! 🏴 - Remaining Matches
Saturday:
Arsenal 🔴🔫 vs Crystal Palace 🦅🏰
Brentford 🐝🔴 vs Nottingham Forest 🌳🔴
Sunday:
Sheffield United 🔴⚔️ vs West Ham ⚒️🟤
AFC Bournemouth 🍒⚽️ vs Liverpool 🔴🦅
Monday:
Brighton 🔵🕊️ vs Wolves 🐺🟡
▶︎Odds👇
https://bookmaker.xyz/?qwest=b3aea
Which team will win?
Comment your prediction or teams you support👇
- We improved the feed readability a lot by reducing line spacing, and heights, and redesigned the way we show profiles on the feed, also showed some love on the sidebar a bit!
Thanks @lens/jouni and frens for helping with this.
- How mass withdrawals could spell trouble for LSTs
https://www.bankless.com/celsius-depegs
- In 2024 the symbiotic relationship between information and currency has reached a new pinnacle. The mantra "Information is Money and Money is Information" encapsulates a paradigm shift where the value of data and financial assets are inseparable. Organizations and individuals alike recognize that possessing valuable information directly correlates with wealth.
Impressions, measured in terms of digital interactions and visibility, have become a crucial currency. In this era, impressions equate to time and attention – the more impressions one can garner, the more time and attention they command. As a result, the digital landscape becomes a battleground for capturing and maintaining people's focus.
Time emerges as the most precious commodity in this interconnected world. The equation "Impressions = Time = Attention" underscores the interconnected nature of these elements. Businesses and individuals strategically invest in creating content and experiences that not only attract impressions but also retain the precious commodity of time. The ability to hold someone's attention becomes a key determinant of success.
In this context, content creators, marketers, and innovators focus on crafting experiences that not only capture fleeting impressions but also engage users over time. The quality of information becomes paramount, as it directly influences the duration of attention one can command. Consequently, the value of accurate, relevant, and timely information is accentuated in this economy.
- web2 vs web3 default pfps
Empty pfps on @lens/hey will now default to Lennys!
- v1 of Ovi.fm is finally here!
→ transform your living room into a music visualizer!
→ 5 music stations curated exclusively from @lens/lensprotocol
→ available on mobile, desktop and meta quest browsers! follow @lens/oviapp for updates!
- Good morning 🌿💚
- Last chance at @lens/ethglobal İstanbul to mint your @lens/fini
- LensGarden NFT is the first dynamic NFT collection on Lens Protocol, it is a unique blockchain-based platform that is part of the LensProtocol ecosystem. It rewards users for creating and curating high-quality content, providing incentives to engage with the LensProtocol community and build their profiles.
Users can earn XP by completing activities such as joining liking, commenting, following Lens users, and completing challenges. As they progress through the levels, they have the opportunity to mint exclusive NFTs that cannot be traded on marketplaces, adding further value to the platform.
Here are some tips on how to increase your XP:
Gain followers: For each new follower, you'll earn 50 XP points.
Create new posts: Every post you create on the Lens Protocol ecosystem will get you 30 XP points.
Leave comments: For every comment you leave, you'll earn 20 XP points.
Collect : Each post of yours that is collected on the Lens Protocol ecosystem will get you 20 XP points.
Mirror other users: Each time you mirror another user's post, you'll earn 30 XP points.
Lens Garden NFT presents an exciting opportunity to invest in a growing blockchain ecosystem that rewards engagement and incentivizes high-quality content creation. The potential for growth and innovation is significant. Additionally, in Q2, you can look forward to the launch of Lens Tunes and an exciting new game.
Join us today and become a part of this innovative and exciting ecosystem.
- 😊
- You can now switch tokens directly on app.aave.com
You can now switch tokens directly on app.aave.com
- Gm gm.
I used to hate Autumn and Winters.
Now I love all the seasons and their beauty 🍁
- pretty exciting week in @thisweekon.lens land ....
do you like the new PFP and banner? ;-)
by @pedrovilela.lens
(icymi ... have you already joined the @thisweekon.lens @orbapp.lens community ?)
(collect revenue goes 100% to the amazing creator of the @thisweekon.lens PFP, banner and ORB community @pedrovilela.lens 🙏)
- Hey anon, hey!
Hey @lensprotocol family! We are excited to announce our brand new home, https://hey.xyz!
**Why the change?**
Because we wanted to re-introduce ourselves as the one-stop shop for all things Lens. we will be continuing to showcase the latest features from the protocol while listening to our community for what they want to see next.
We will be exploring communities, open actions, and whole new ways you, your NFTs, and the DAOs you’re a part of can benefit from web3 social powered by Lens. This is just the beginning, so thanks for stopping by, and saying hey!
Collect this first ever post by Hey (24 hours!)
- why
- ？
- 🌊 Tide's Trust Verification Raffle is Here! 🌊
At Tide, we believe in the power of authenticity and trust within our community. We know that trust is the foundation of any thriving online environment, and it's time to celebrate and reward our genuine users.
This is why we have partnered with @gitcoin.lens and Gitcoin Passport: a trusted world-class identity verification platform that ensures the authenticity of users while respecting their privacy.
🔐 Why Trust Verification with Gitcoin Passport?
With Gitcoin Passport, you can have peace of mind knowing that you're interacting with real, genuine individuals.
Join us in celebrating authenticity and trust within our community. Be a part of the Tide's Trust Verification Raffle today and secure your chance to win! 🌊💎
Hurry up, it ends in a few hours 🏃♂️.
Trust in Tide. Trust in Community. Trust in You.
https://www.tideprotocol.xyz/users/campaign/6bc6b341-c25e-4a57-983b-e7038e32e401
- Beautiful ❤️
- Join an exclusive Lens Online Workshop this Wednesday with @nader.lens at the Digital Identity Hackathon hosted by Encode Club and sponsored by Onyx x J.P. Morgan.
Register here: https://www.encode.club/digital-identity-hackathon
- 他们铸造了什么？
- 🌿 LensFluencer Interview Series 🌿
Welcome to a new interview with LensFluencers. We are excited to get to know our LensFrens better! 💚
Let's check out the answers we received from @jessyjeanne.lens and @0xzelda.lens 👇🏻
✨ Jessy Jeanne ✨
Jessy describes Lens as a cozy little family that has each other's backs 🤗
Also, she concludes in Jessy style, "We're not just creating $FRIES here, we're building the biggest French fry brand the world has ever seen!" 🍟
✨ ZELDA ✨
Zelda sees the Lens community as a family and feels very welcomed and happy on Lens 💚
Interestingly, the concept of LensFrens started for him as an escapade in the early days but later became tangible as he noticed people interacting with his content 🤗
We also asked our beloved Lensfluencers about their favorite Lens apps they enjoy using! 🌿
Check out the answers below 👇🏻
📍 @buttrfly.lens @orbapp.lens
- tank
- 新的朋友加入了
- is
- ququ'le去了一趟海边
- 晒太阳
- as i said the cow came
- as i said the cow came
- I believe the bull market will start in the near future！
- 晚上好，大家！
- haha
- Dear Lens fam, what is the Future of Social for you?
At t2, we believe the future social networks should revolve around our values, not just what grabs our attention. We want to foster meaningful connections with others, share what helps us achieve our goals, and enjoy articles that empower us.
We have witnessed how the Lens community celebrates genuine creativity and friendship. We believe our values and mission align closely with those of the Lens community. So, we are excited to bring a new type of writing and reading platform to @lensprotocol, starting with our manifesto. manifesto.t2.world
⏳ If you are on board with this vision, **sign the Manifesto** with your value propositions and complete all steps. You will receive a personalised card to showcase your values and **early access to the t2 alpha product**.
**If you are a writer, follow us and comment below with your favourite piece of writing by you. We will follow back!**
- ....................
- https://mirror.xyz/0x08249c38E03EC4c4abf410f4e51E364c94dCc201/yuENwUFwALp96GDI6DoOJlXrwZxngz4Ox1LQDHU5icI
- https://mirror.xyz/0x08249c38E03EC4c4abf410f4e51E364c94dCc201/yuENwUFwALp96GDI6DoOJlXrwZxngz4Ox1LQDHU5icI
- likehttps://mirror.xyz/0x08249c38E03EC4c4abf410f4e51E364c94dCc201/yuENwUFwALp96GDI6DoOJlXrwZxngz4Ox1LQDHU5icI
- https://mirror.xyz/0x08249c38E03EC4c4abf410f4e51E364c94dCc201/yuENwUFwALp96GDI6DoOJlXrwZxngz4Ox1LQDHU5icI
66666
- https://mirror.xyz/0x08249c38E03EC4c4abf410f4e51E364c94dCc201/yuENwUFwALp96GDI6DoOJlXrwZxngz4Ox1LQDHU5icI
66666
- https://mirror.xyz/0x08249c38E03EC4c4abf410f4e51E364c94dCc201/yuENwUFwALp96GDI6DoOJlXrwZxngz4Ox1LQDHU5icI
- hihihi
- Pando Rings, Leaf, Lake and 4swap protocol suspended due to price oracle attack
https://twitter.com/pando_im/status/1589045252413100032
- 我喜欢这里，这里让人无拘无束，去中心化让人感到治愈和自由，人人向往自由并且人人有权利捍卫自由，我出生的国家出现了一些问题，我希望人们最后能拥有自己的自由。我尊重每一个人，每个人应该有自己选择的权利，活着不只是活着，短短的几十年，为自己而活，也为他人而活。
- jinian64