santini saheb (@zerion465) • Hey
santini saheb (@zerion465) • Hey
Publications
- “The secret of getting ahead is getting started.”
- “All our dreams can come true, if we have the courage to pursue them.”
- 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.
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🔗 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/
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The Edge Podcast Sponsor Resources
🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH
https://www.swellnetwork.io/
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
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🧑🌾 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
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🟣 MAVERICK PROTOCOL | DEFI INFRA MADE TO CUSTOMIZE, AUTOMATE & INCENTIIZE LIQUIDITY
https://app.mav.xyz/theEdgePodcast
🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE
https://www.blueberry.garden/
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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
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🔗 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/
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🙏 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.
- Jack Dorsey’s Block posts 90% boost in Bitcoin gross profits
Jack Dorsey-led payments firm Block earned $ 66 million in gross profit from selling Bitcoin through Cash App, increasing a whopping 90% from the prior year.
On Feb. 22, Block released its earnings report for the fourth quarter, which saw the total sale amount of BTC sold to customers (shown as Bitcoin revenue) at $ 2.5 billion, up 37% year-over-year in Q4.
Full-year results paint a similar picture of growth, with Bitcoin revenue standing at $ 9.5 billion, up 34% year-on-year, while Bitcoin gross profit was up 31% to $ 205 million.
“Cash App aims to become one of the top providers of banking services to households in the United States which earn up to $ 150,000 per year,” said Block CEO Jack Dorsey in a statement.
Cash App is a mobile payment service that allows individuals to transfer money through their smartphones or browsers. Cash App enables users to easily buy, sell, send, and receive BTC with their linked cards or cash balances.
Cash App meanwhile generated total gross profit of $ 1.18 billion in Q4, up 25% year over year.
- DeFi protocol Blueberry pauses lending following mystery exploit
https://cointelegraph.com/news/defi-protocol-blueberry-pauses-after-exploit
- "Executive ability; It lies in making a quick decision and employing someone else to do it.”
- "The wise are those who have learned that policy should not always be their top priority."
- Follow your goal until you reach the result.
- If you ask a hundred people
What is the opposite of success?
Most of them say failure.
But this is a big mistake;
The opposite of the word success,
Not trying
- I am learning that who I am is not so bad
- Imagine the day when you tell yourself I was able! It is better than any other day.
- me for you
you for me
We are for each other
How beautiful is this love between you and me...
- The mountain is worn out by the fatigue of standing
Tired of going to the river
and man
Between standing and going
- GM Lensfrens! 🌅
A new era is about to begin with @lens/focustree_app 💥
We're seeking for a few #gardeners to plant the first seeds on Lens. Are you among them? 🌱
Secure your place. Collect this genesis post before it's too late ⏲️
Come shape the future with us #focustree_app
- Tradition that goes higher
You don't care anymore
Who speaks better?
And it expresses interest more beautifully
and more handsome,
It matters to you who understood you better...
- You knew when you smile
Your tongue sticks to your mouth
Didn't you know?! Try
how beautiful you laugh
always smile
Even with these small excuses
- DeFi is seeing a liquidity crisis.
If this continues, our sector loses its ability to bounce back to the next phase of growth.
We propose a model to fix this👉 https://bit.ly/the-big-liquidity-problem
- Batch unlocks are live, bringing you massive gas cost reductions on your cross-chain trades🔥
Here’s how they reduce gas costs by up to 80% for even better rates👇
First, the background on how gas is used in DLN⛽︎
DLN avoids liquidity pools to bring you native cross-chain trades that confirm in seconds, without exposing you to wrapped assets, MEV, or AMM slippage. Here’s how this happens⬇️
Instead of routing your trade through a liquidity pool, DLN uses its own liquidity network.
Here, assets get sent directly from the private market maker to you, so you get whatever asset you’ve requested, in seconds, at the best rates.
After, they receive the asset you traded out of on the source chain.
As long as your order is settled on DLN, you cover the gas costs the private market maker pays to unlock this asset.
Until now, 1 trade settled meant 1 lot of gas paid.
This is where batch unlocks come in💡
By bundling together multiple transactions, DLN now enables private market makers to accumulate up to 10 successfully fulfilled orders before unlocking on the source chain, effectively giving you an even better rate on your trades!
TL;DR: DLN now brings you better cross-chain rates than ever⚡️
- Move to any chain in under a minute⚡️
In the last month, our median settlement time for all cross-chain trades from Ethereum was under 50 seconds!👇
- 10 Million GHO Minted
- A
- Come on Barbie, let’s go form a decentralized autonomous party
- #ZerionDNA holders, you can now earn Loyalty Points for levelling up your DNA!
👇👇👇
https://galxe.com/zerion/campaign/GCZVZUNfXF
Use your Zerion mobile dapp browser or scan the WalletConnect QR code to log in to the dapp and start collecting those points!
Your #ZerionDNA grows as you explore Web3 🤠
Learn more here: https://zerion.io/dna/
- The greatest joy in life is doing what others say: you can't!
- Life is like a camera
Focus on the important things
Record the good moments
Cut the ugliness from it
And finally, if something you wanted didn't work out...
Just take another photo!
- Today marks our 1 Year Anniversary of making friends onchain 🎂!
Thank you to everyone who has made the first year of Lens Protocol so special and groundbreaking. Lens has brought together builders, creators, communities, and friends, all while in beta.
There's so much planned for the second year ahead, and we can't wait to continue to grow with all of you.
Who did you become frens with on Lens?
🎨 by @nftsushi.lens and all collect proceeds go directly to the artist.
- Success that comes to patient people.
They are the ones left by the hasty people!
Albert Einstein
- Welcome to the next evolution of Zerion Genesis!
From next week, Genesis holders can merge their NFTs w/ Zerion DNA - creating a super rare avatar. This means 👇
🤑 no Zerion trading fees (except DEX & )
💅 a new look upgraded DNA
🛍️ exclusive member perks & features (soon)
📌 Important! After 11:59pm UTC on May 16th 2023 any Genesis NFTs transferred, bought, or sold on a secondary market like Blur or Opensea will not be eligible to merge benefits.
Check out this blog post to find out your next steps: https://zerion.io/blog/genesis-meets-dna
- Heart breaking is the art of humans, if you break a heart
Tomorrow someone else will break your heart
- It's time for the quarter-finals of the Champions League Frens🚨⚽
Join our Champions League campaign🦄
How to join? 👀
- Go to @PhaverFC on Phaver
- Write your score predictions for today's matches in the comments
You can earn 1k Phaver points if you guess the scores correctly 🤝
Don't forget to join the campaign for all remaining Champions League matches! 🔥
- If you’re considering what moves to make prior to the Shanghai Upgrade, keep it simple and just hold a basket of ETH LSDs earning passive yield.
@indexcoop.lens just launched dsETH to promote decentralization and competition among LSD protocols, earning 4.71% APR in ETH staking yield.
- icETH's leveraged staking yield is now available on @rhinofi's multichain yield aggregator
Try out earning 7% on your ETH gaslessly & privately from @arbitrum, @0xPolygon or @bnbchain today
https://app.rhino.fi/invest/ICETH/supply
- 📣The Web3 job platform **Work X** is launching today on @talentlayer!
⏰To celebrate, I will publish the first job post at 14:14 UTC today.
🔥ALPHA: my post will be about creating `Memes` (of course!)
We will be live streaming the launch and first job post, set alerts:
https://youtube.com/watch?v=Gf15MOwiMYc&ab_channel=TalentLayer
- Official Aavegotchi Community on Lens!
- HEY #Gotchigang!
.
I've decided to give away one of my #aavegotchi merchandise prototypes
.
For a chance to win:
.
MIRROR this post
FOLLOW me and aavegotchi.lens
HASTHAG #aavegotchi>
.
ONE random winner will be selected in 48 Hours
- devs don't want me to show this to you yet
but they're hungover after yesterday's merge party so LETS GOOOO
#aavegotchi #gotchiverse #nft
- Keep going strong
- Look for a beautiful heart, not a beautiful face
Because everything that is beautiful does not always stay good
But what is good is always beautiful...
- https://dev-sui.belaunch.io/store/642b909af24d7f3f572a8ba0/0x109b0bf83577dd1455003c835e0cfeb9a478a3cfd33d18db6b57a254ea2291ab
- Good gitcoin team
- Life is like riding a bicycle
You have to keep moving to maintain balance
"Albert Einstein"
- All life is an experiment
More experiments will make you better
"Ralph Emerson"
- Life is not about finding yourself
Life means making yourself!
"George Bernard Shaw"
- Wherever you go, go with all your heart
- Happiness depends on us
- From pain and suffering, the strongest souls have manifested;
The greatest characters have emerged with these wounds.
- A journey of thousands of kilometers begins with a single step
- Big men are looking for something inside themselves, and small men are looking for something in others!
- Found a pizzeria in London that makes only 50 pizzas a day, talking about rarity 🍕
- Designing communities like games
Stability doesn't come to communities overnight, but the secret sauce is familiarity.