Crypto Adoption Curve

Real world asset tokenization/crypto lending is a multi-trillion dollar opportunity for crypto. We are diving deeper into the topic today with Phil Blows, the Founder and CEO of AQRU, who is, together with Intero, running a lending pool on Maple that is financing tax receivables from the IRS.

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What are the fixed yield product opportunities in the real world that crypto capital can fund? What are their risks and business characteristics? How should you think about one opportunity vs another?

In this episode, I had the pleasure of having Sidney, a founder of Maple Finance, one of the biggest credit platforms in DeFi having originated $1.8bil loan, on to talk about Maple's milestones, challenges and future opportunities in the DeFi to real world asset credit underwriting space.

You can find out more about the project by following their Twitter and website.

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You can learn more about the space by subscribing to my Crypto Adoption Curve newsletter where I look at projects that are gaining adoption in this bear market.

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Avalanche is building a fast finality proof of stake smart contract blockchain that settles transactions in sub-seconds. 

The frequent high gas prices on the Ethereum have shut out many crypto users and congested the network.  With users and project teams both looking for alternatives, Avalanche has recently announced a massive $600mil incentive program to encourage more builders and users to try out its super fast L1 solution.  

In this episode, Jay, the VP of Marketing at Ava Labs, explores with us the Avalanche ecosystem and popular dapps that we can use on Avalanche. To find more, please visit https://ecosystem.avax.network/

When most of world's trillion dollar credit market function on an uncollateralised basis, we in crypto have so far left this opportunity unaddressed. Goldfinch is one of the innovators going after this market opportunity by leveraging cryptoeconomic incentives and decentralised credit assessment processes.    

Listen to my conversation with Blake and Mike, the two Co-Founders, to learn how can you borrow a stablecoin loan without the customary crypto collateral requirement. Or if you have credit analysis expertise, how can you pursue opportunities with the financial backing from Goldfinch's liquidity providers.  

Learn more about the project

https://goldfinch.finance 

https://discord.gg/HVeaca3fN8

Did you know there were $20billion loans made by Genesis Trading in Q1 2021? Have you ever wondered what does it take to move from what is currently capital inefficient overcollateralized loans to under/uncollateralised loans in crypto? What unlocks would this capital efficient loan making process enable?   

In this episode I chatted with Sidney Powell, CEO of Maple Finance, who spent much of his career in corporate lending business, on bringing together risk assessors, liquidity providers and institutional borrowers through incentives design and expertise requirements.  

Find out more about Maple Finance: 

https://www.maple.finance/ 

https://discord.com/invite/CrgPep9 

https://twitter.com/maplefinance

Have you ever traded a perpetual swap because it allowed you to gain a 10x capital efficient exposure to an asset or allowed you to implement a basis trading strategy. Why does decentralised perpetual swaps not work on Ethereum L1 yet found much success on a higher performant chain such as Ethereum L2s. What are some of the use cases of perpetual swaps in a crypto native setting?  

In this episode I chatted with Eric Chen, the founder of Injective Protocol, a Cosmos and EVM compatible purpose built blockchain for derivatives creation and trading. We dived deep into the technology stack and cryptoeconomic incentives enabling market making, security and trading activities on the chain.  

How did the crypto market evolve from the early 2010s to what it is today? In this episode I talked with Josh Lim about the market structure changes and the evolution of one of industry's heavyweight - Genesis Trading.   

Genesis Trading is building a fully integrated prime brokerage platform for institutional crypto players. To learn more about the firm, go to https://genesistrading.com

Why does the crypto project only raise one round or a few rounds early in its life compared to a traditional startup? What are the underlying narratives in crypto VC market and what are their relative importance in relations to being a good investment at the right time?  

These are some of the questions we talk about in this episode where I had the pleasure of explore VC investing with Rennick Palley, the Founder and CIO of Stratos Technologies. Rennick has a long track record in equity research and investing.  He has led Stratos Technologies in early investments in Compound and other crypto projects that are likely to shape the evolution of the industry in the coming years. Listen to our conversation to learn more.  

Stratos Technologies Website: https://www.stratoslp.com/

Stratos Twitter:  https://twitter.com/StratosTec

Stratos LinkedIn: https://www.linkedin.com/company/stratostec/about/

Medium Publication: https://medium.com/stratos-technologies

How does a crypto fund that is $30mil in size land the hottest crypto projects, such as OpenSea, Theta and Celsius, before or at the same time as the giants like Andreessen Horowitz.  

In this episode, I had the pleasure to chat with Miko Matsumura, GP of gumi Cryptos Capital and a veteran Valley entrepreneur and investor, to discuss and dissect the secret behind its success and unicorn investments.  

Miko also hosts his own show MikoBits. Do check it out https://www.youtube.com/channel/UCcvr_fLs0J9LEvK-BqLkiBA

With over $40 billions locked inside DeFi and the TV constantly increasing, the total addressable market for insurance product is huge. Yet only a few hundreds of millions is insured. What are some of the market trends, product adoption challenges and opportunities in this largely untapped market?  

In this episode I talked with Lucius Fang of Coingecko who has an actuary background and experience. He recently wrote a great article (https://www.coingecko.com/buzz/decent...) on the topic. We unpacked, explored and discussed various product features in the current market.