Sign up to save your podcasts
Or
Share A Return To Fundamentals w/ Dean Eigenmann
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
A Return To Fundamentals w/ Dean Eigenmann
Dean Eigenmann, Co-Founder of Market Start Inc, joins us to talk about
the massive shift in crypto market dynamics. Dean explains his
transition from the "closeted" world of MEV trading to launching a
liquid-focused fund. We discuss why venture capital overhang has left
the market without marginal buyers and why "crypto mullets" are the
future of critical infrastructure. Dean also breaks down the math behind
token buybacks, comparing the success of Hyperliquid to the struggles
of Helium and Jupiter.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
Notes:
→ Tokens should be equity
→ Hyperliquid 11 employees
→ Jane Street conspiracy
Timestamps:
00:00 Start
00:28 Pivoting away from trading
01:11 The acquisition & current MEV landscape
02:11 Markets Inc
04:09 Token framework
05:24 Regulations & other barriers
07:41 Buy backs
09:37 Hyperliquid buy back program
11:33 HYPE
12:49 Inflection point
13:51 Markets Inc scale & project development phases
16:25 ellipsis labs
17:13 What does "helping" projects mean?
20:58 Real time trade finance
23:48 Stablecoins & efficiency gains
25:25 Tokens vs equity
26:01 Investing in stablecoin infrastructure
28:25 Other sectors
29:39 What's NOT investable now?
30:17 But but DePIN... right?
33:41 Projects with sustainable demand?
35:24 AAVE drama
37:13 AAVE DAO & project structure
39:39 Morpho
40:53 Prediction markets
44:11 What's insider trading & Jane Street
45:59 Jane Street conspiracy
47:56 Wrap up
The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs builds the
most efficient on-chain markets. Their orderbook and Prop AMM products
have delivered price improvement to hundreds of billions of dollars in
retail volume. Now, they are bringing their expertise to build Phoenix,
the best on-chain perpetuals platform.
Ellipsis Labs is hiring New York-based engineers. If you're an engineer
looking to work with a proven team in making DeFi better, go to
ellipsislabs dot xyz slash careers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
View all episodes
By Blockspace Media
4.8
1212 ratings
Dean Eigenmann, Co-Founder of Market Start Inc, joins us to talk about
the massive shift in crypto market dynamics. Dean explains his
transition from the "closeted" world of MEV trading to launching a
liquid-focused fund. We discuss why venture capital overhang has left
the market without marginal buyers and why "crypto mullets" are the
future of critical infrastructure. Dean also breaks down the math behind
token buybacks, comparing the success of Hyperliquid to the struggles
of Helium and Jupiter.
Subscribe to the newsletter! https://newsletter.blockspacemedia.com
Notes:
→ Tokens should be equity
→ Hyperliquid 11 employees
→ Jane Street conspiracy
Timestamps:
00:00 Start
00:28 Pivoting away from trading
01:11 The acquisition & current MEV landscape
02:11 Markets Inc
04:09 Token framework
05:24 Regulations & other barriers
07:41 Buy backs
09:37 Hyperliquid buy back program
11:33 HYPE
12:49 Inflection point
13:51 Markets Inc scale & project development phases
16:25 ellipsis labs
17:13 What does "helping" projects mean?
20:58 Real time trade finance
23:48 Stablecoins & efficiency gains
25:25 Tokens vs equity
26:01 Investing in stablecoin infrastructure
28:25 Other sectors
29:39 What's NOT investable now?
30:17 But but DePIN... right?
33:41 Projects with sustainable demand?
35:24 AAVE drama
37:13 AAVE DAO & project structure
39:39 Morpho
40:53 Prediction markets
44:11 What's insider trading & Jane Street
45:59 Jane Street conspiracy
47:56 Wrap up
The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs builds the
most efficient on-chain markets. Their orderbook and Prop AMM products
have delivered price improvement to hundreds of billions of dollars in
retail volume. Now, they are bringing their expertise to build Phoenix,
the best on-chain perpetuals platform.
Ellipsis Labs is hiring New York-based engineers. If you're an engineer
looking to work with a proven team in making DeFi better, go to
ellipsislabs dot xyz slash careers.
Learn more about your ad choices. Visit megaphone.fm/adchoices
More shows like The Gwart Show | Blockspace Media
View all
Macro Voices
3,071 Listeners
Unchained
1,205 Listeners
The Market Huddle
362 Listeners
Bankless
1,050 Listeners
Dwarkesh Podcast
560 Listeners
The Rollup
7 Listeners
Empire
167 Listeners
Raoul Pal: The Journey Man
129 Listeners
Forward Guidance
277 Listeners
Bell Curve
34 Listeners
Steady Lads
5 Listeners
Lightspeed
30 Listeners
0xResearch
17 Listeners
Monetary Matters with Jack Farley
155 Listeners
1000x
10 Listeners