Not Investment Advice

73: Tetranode (9-figure Whale) on ETH Merge, Bitcoin, DeFi & NFTs


Listen Later

Tetranode went from a dishwasher to a 9-figure crypto whale. We talk through why Saylor was wrong about ETH, what it's like operating in DeFi at his scale, the upcoming ETH merge, some not investment advice price predictions & audience questions.


Timestamps:

  • (00:00:00) - Intro   
  • (00:03:46) - Saylor, DeFi & Skin In The Game
  • (00:09:17) - Bitcoin settlement layer of value?
  • (00:11:46) - The Merge   
  • (00:15:14) - Tetranode’s First $100k + First Million
  • (00:18:24) - Ethereum Is Shattering Every Single Metric Except Market Cap   
  • (00:20:57) - Fair Criticism of Ethereum   
  • (00:22:25) - Evaluating Protocols On Ethereum   
  • (00:24:44) - Real DeFi
  • (00:27:37) - 3AC Tweet & Vitalik in the group chat  
  • (00:33:07) - Antifragility & Convex
  • (00:37:10) - What % of your portfolio is not crypto?
  • (00:37:58) - “Web 2.0 Puts Me To Sleep”
  • (00:42:10) - Levels of Security & Financial Sovereignty
  • (00:48:20) - Being A Public Figure   
  • (00:50:02) - Tetranode on Pomp   
  • (00:54:29) - Will Bitcoin Evolve?
  • (00:56:44) - Turning NFTs into DeFi   
  • (01:03:40) - Yield Comes From Speculation & Leverage
  • (01:04:45) - Longer Term Vision For DeFi
  • (01:12:24) - When Tetranode Got It Wrong   
  • (01:18:50) - Alternative Layer 1s
  • (01:26:43) - Second & Third Order Effects of The Merge 
  • (01:34:13) - Projects That Could Last A Decade   
  • (01:37:42) - Quick Break Before Twitter Q&A   
  • (01:38:44) - Tetranode's Day-to-Day & Decentralization vs Control
  • (01:42:44) - Price Prediction For ETH   
  • (01:45:23) - Project That Has Not Been Created That You'd Like To See Happen  
  • (01:47:12) - Who cares about decentralization?
  • (01:49:40) - Dishwashing Skills to Trading
  • (01:52:06) - Most Contrarian Trade
  • (01:54:35) - Is Tetranode One Person?
  • (01:58:03) - Where To Live
  • (02:01:52) - Favorite Books & CryptoPunk


What Is Not Investment Advice?


Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.


Watch + Subscribe on YouTube:

https://youtu.be/elTUJO7Blkc


Join our group chat on Telegram:

https://t.me/notinvestmentadvice


Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast


And our guest @tetranode

Hosted on Acast. See acast.com/privacy for more information.

...more
View all episodesView all episodes
Download on the App Store

Not Investment AdviceBy Bilal Zaidi, Jack Butcher, Trung Phan

  • 5
  • 5
  • 5
  • 5
  • 5

5

63 ratings


More shows like Not Investment Advice

View all
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

532 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,100 Listeners

Unchained by Laura Shin

Unchained

1,216 Listeners

Founders by David Senra

Founders

2,128 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,842 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,114 Listeners

My First Million by Hubspot Media

My First Million

2,632 Listeners

On The Brink with Castle Island by Castle Island Ventures

On The Brink with Castle Island

287 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,901 Listeners

Supply Shock by Blockworks

Supply Shock

110 Listeners

Joe Lonsdale: American Optimist by Joe Lonsdale

Joe Lonsdale: American Optimist

163 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Moneywise by Hampton

Moneywise

650 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

515 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

1,367 Listeners