Alt Funds Network

Find us online: https://altfunds.io/

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Connect with Henri Binsztok:

Website: https://okcontract.com/ 

Timestamps:

00:00 Introduction

00:34 Henri Binsztok's background

06:30 On-chain security and OKcontract

10:12 Chainwall and DeFi vault security

16:22 Mapping crypto security incidents

22:17 Why smart contract audits aren't enough

25:05 AI, formal verification, and smart contract security

29:07 Protecting assets when signers are compromised

34:39 MPC wallets and institutional crypto security

39:17 AI cyberattacks and cloud infrastructure risks

42:45 Practical cybersecurity advice

46:21 Using blockchain to secure cloud systems

51:14 Layer 2 security and sequencer risks

53:47 Institutional crypto custody versus self-custody

57:43 Chainwall's purpose and closing remarks
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

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Connect with Mike Treidl:

Website: https://bluecoincapital.substack.com/ 

Timestamps:

00:00 Welcome and Setup

01:23 Blue Coin Capital Overview

02:23 Why Research Venice

04:32 Why VVV Matters

05:54 Product and Privacy Edge

08:23 Dual Token System Explained

10:31 Burn Mechanics and Tokenomics

11:44 Equity vs Token Risks

13:50 Valuation Framework and Multiples

22:00 Bear Base Bull Scenarios

23:52 Fund Position and Supply Outlook

25:56 Final Takeaways and Where to Follow
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

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Connect with Darragh Murphy:

Website: https://www.marfire.co/ 

Personal LinkedIn: linkedin.com/in/darragh-murphy-cta/ 

Timestamps:

00:00 Welcome And Guest Intro

00:25 Darragh Career Journey

02:13 What Marfar Does

03:25 Fund Director Role

05:06 When Directors Required

08:13 Board Size And Cadence

13:07 Service Providers Oversight

16:27 Director Liability And Insurance

18:53 Regulation Getting Tougher

21:44 Crypto Funds Maturing

25:16 VASP Act Explained

29:46 FATCA CRS Updates

31:35 Launching A Cayman Fund

34:34 Conflicts And Approvals

39:39 Custody And Wallet Controls

41:18 Fees And Pricing Model

44:32 AI In Fund Operations

47:57 Wrap Up And Contact
 

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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Connect with Bo Zhang:

Website: https://unsquared.finance/ 

LinkedIn: https://www.linkedin.com/in/bozhang7940/

Timestamps:

00:00 Welcome and Guest Intro

00:37 Bo’s Crypto Origin Story

02:58 Leaving Wall Street

04:56 Building UnSquared Capital

06:20 Factor Investing Basics

09:38 Research Process and Tail Risk

14:51 Exchange Risk and Liquidity

19:05 Perps and Funding Rates

22:47 Best Execution in Crypto

25:45 Trade Coordination Layer

27:16 Coordination Layer Execution

28:45 Why Choose SMAs

30:52 Custody and Exchange Setup

33:29 Scaling SMA Operations

36:56 Market Trends Stablecoins

38:46 Token Views Hype Zcash

41:24 Regulatory Gaps and Vaults

44:04 Due Diligence Transparency

47:53 Creativity and Team Edge

50:54 Where to Connect Wrap Up

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Mike Schroeder and Skyler Steinke sit down with Waseem Salim, CEO of Valdora Finance, who spent six years in crypto — including running communities globally for the Algorand Foundation — before setting out to fix what he calls the circular yield problem. Most DeFi yield comes from crypto activity feeding itself: lending, borrowing, providing liquidity. When the market slows, the yield collapses with it, because there was never real economic activity underneath.

Waseem walks through Valdora's answer: vault infrastructure that routes on-chain stablecoins into real-world strategies and hands the depositor back a liquid token representing the position. He breaks down what a vault actually is versus a liquidity pool, the three things any vault has to deliver — access, control and verifiability — and the mechanics behind their stablecoin vault, where yield comes from short-duration credit facilities backed by verified business cash flows: invoice factoring, payment financing, SME lending, mostly through originators in the MENA region.

The conversation also covers who does what in the stack, how a non-custodial architecture uses time locks, multisig and role separation, and Waseem's honest account of what non-custody does not remove — smart contract risk, strategy risk, oracle risk, and what happens if an originator defaults. Plus DeFi's Wild West years (all three of them admit to being in Time Wonderland at 80,000% APY), where vaults sit in three to five years, and why he thinks institutional and retail DeFi are converging faster than people expect.

Chapters:
00:00 Intro: Stablecoins, Vaults, and Real-World Yield
00:25 From Algorand Ambassador to Global Head of Communities
01:49 The ETHDenver Coffee Queue That Started It
03:31 Why Valdora Exists: Three Structural Failures in DeFi
05:44 What a Vault Actually Is, and the Three Things It Must Do
08:20 DeFi's Wild West Years: 80,000% APY and Time Wonderland
10:37 Why the Degens Were the Beta Testers DeFi Needed
11:49 Olympus DAO, Gas Fees, and Lessons Paid For
12:42 Inside the Stablecoin Vault: Invoice Factoring and SME Credit
15:08 Curators vs. Originators: Who Does What
16:40 The Roadmap: A Catalog of Vaults and 48-Hour Launches
18:04 Non-Custodial by Design: Time Locks, Multisig, Role Separation
18:55 Institutional Demand and Going Multi-Chain to Ethereum and BNB
20:57 Who Can Launch a Vault, and the Due Diligence Behind It
21:57 What Non-Custodial Does and Doesn't Remove From Risk
23:36 Smart Contract Risk and the Hardening of Vault Frameworks
25:10 NAV, Redemptions, and Where DeFi Meets Fund Admin
27:00 Vaults in Three to Five Years: A Fund Wrapper for On-Chain Capital
28:23 Who Valdora Is Built For
30:34 Where to Find Waseem and Valdora

Connect with Waseem Salim:
Valdora: https://valdora.finance/
Valdora on X: https://x.com/Valdora_finance
Waseem on X: https://x.com/WaseemMSalim

Alt Funds Network:
Website: https://altfunds.io/
Topic ideas: [email protected]
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#DeFi #Stablecoins #RWA

Disclaimer:
Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal, accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

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Connect with Scott Shay:

Website: https://n3xt.io/ 

X: https://x.com/N3XTinc 

LinkedIn: https://www.linkedin.com/company/n3xtio/ 

Timestamps:

00:00 Introduction

01:00 Scott Shay's journey into banking

03:00 Building Signature Bank

05:00 The origins of Signet and crypto banking

07:00 How Signet enabled 24/7 payments

09:00 The rise of stablecoins

13:00 The banking industry's reaction to crypto

14:00 What happened to Signature Bank

18:00 The fundamental problem with traditional banking

21:00 Moving dollars like Bitcoin

23:00 Why Scott decided to build N3XT

26:00 Building a full-reserve U.S. bank

29:00 Tokenized dollars outside the bank

32:00 Full-reserve vs. fractional-reserve banking

34:00 How N3XT makes money

36:00 Crypto regulation and the future

38:00 The N3XT digital dollar

43:00 How traditional banks view crypto

45:00 The future of banking

47:00 What fund managers should know

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Ryan Wishnow:

Website: https://www.memora.systems/ 

Timestamps:

00:00 Welcome and Introductions

00:21 Ryan Background and M&A

01:51 Discovering Canton Network

03:05 Canton Use Cases Explained

04:11 Privacy and DAML Basics

05:48 Network of Networks Model

07:15 Obsidian and Developer Demand

09:10 DAML Learning Curve

10:59 Institutional Adoption Trends

13:09 Selective Privacy Advantage

15:07 DTCC and Brazil Exchange

17:59 Memora Origin and Vision

22:53 Bridge Security and Oracles

25:31 RWA Opportunities on Canton

27:37 Roadmap and RWA Thesis

29:10 Attestation Layer Explained

30:32 Tradecraft and Liquidity

32:48 Retail Adoption Timeline

34:43 Learning Resources and Tokenomics

39:47 What Comes Next and Wrap Up

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
 

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Travis Henry:
Website:  https://thefactoryhq.com/ 

Timestamps:

00:00 Welcome and Guest Intro

00:43 Travis Henry Origin Story

01:10 From Agency to Finance

03:56 Factory Thesis Explained

06:39 Culture Segments and Language

08:01 Five Pillars Overview

10:20 Factory Club Launch Story

12:40 NIL Client Fit Framework

14:44 Spotting Durable Influence

17:40 Brand Deals as Ad Network

18:54 Purpose Plus Profit Strategy

21:01 SPVs and Deal Examples

22:30 Purpose Profit Bridge

23:55 SPVs And Allocation

25:12 Three Bucket Portfolio

26:08 Sweat Equity Creativity

27:35 Protecting Young Athletes

28:56 Traditional Athlete Finance

33:11 Dream Leverage Cashflow

35:24 Tech Education Dashboards

37:30 Factory Team Breakdown

40:00 Liquidity Private Markets

41:22 Fund Manager Network

42:35 Factory Roadmap Vision

44:32 Community Club Wrapup

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.
 

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Phoenix Haffen:

Website: https://www.uicharitable.org/

LinkedIn: https://www.linkedin.com/in/phoenix-hafen-2024b6162

Timestamps:

00:00 Welcome and Guest Intro

00:24 Phoenix Background and UI Charitable

01:38 Why Not Donate Cash

03:14 How to Evaluate Charities

08:11 Donor Advised Funds Explained

10:19 DAF vs Private Foundation

12:21 DAFs as LP Capital for GPs

13:30 Donating Founder Equity Pre Exit

15:18 Timing Mistakes and IRS Rules

17:03 Appraisals and Valuation Window

18:08 Business Interest vs Cash Donation

19:06 Wild Assets and Venture LP Gifts

23:59 Problem Assets and UBIT Risks

26:13 Custody and Bitcoin Multisig

28:42 Creative DAF Projects Example

31:23 Unique Causes and Tonga Project

33:20 Who Uses UI Charitable

34:12 Where to Learn More Closing

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.

Find us online: https://altfunds.io/

Email us with topic ideas: [email protected]

Spotify: https://bit.ly/4afXcan

Apple Podcast: https://apple.co/4akXAUS

Google: https://bit.ly/4am9oXk

👇 Click Below to be a guest on our video podcast: 👇

  https://bit.ly/46X7cSQ

Connect with Mark Sinnett:

LinkedIn: https://www.linkedin.com/in/mark-sinnett/

Timestamps:

00:00 Welcome and Guest Intro

00:49 Starting in 2008

02:40 Turnkey Scaling Playbook

05:42 Drugs Thugs and Bugs Deal

12:30 From Turnaround to Syndication

15:47 Fund Structure Explained

18:07 Who Can Invest

20:14 Raising Capital with Trust

23:51 Borrowed Credibility Strategy

25:46 Markets and Asset Focus

26:20 Operator First Due Diligence

27:16 Needs Based Asset Classes

28:41 Calm Money Never Panics

30:09 Senior Housing Strategy

31:59 Strict Operator Standards

33:38 Fund Manager GP Role

34:52 Investor Trust Transparency

37:09 Masterminds Relationships Learning

38:55 Choosing The Right Mastermind

41:55 Avoiding The Burnout Trap

47:57 Books And Core Themes

51:09 Freedom Vehicle Not Goal

52:13 Connect With Freedom Family

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.