My guest today is Ash Egan (https://twitter.com/AshAEgan), founder of Archetype (https://twitter.com/archetypevc). He is a true crypto-native investor, having led early investments in Chainalysis, Near, and Balancer. He also led Accomplice's investments in Dapper Labs/Flow, and Bison Trails, which was acquired by Coinbase. We get a clear glimpse into the shift in investing in the space, from FOMO-fueled investing during the bull market to taking the longterm view in our current bear market. We also take a deep dive into how web3 is shaking up the music industry. 

We Discuss...

A framework for Tokens vs Equity:

• Highly regulated, core, infrastructure = equity
• Highly decentralized, network, collective, protocols = tokens
• Where does value accrue?

The difficulties of decentralizing at the outset

• Hard to get anything accomplished
• Hard to stick to a singular vision
• Only true decentralization has occurred over years with ETH and BTC

Top-down investing vs. Grass-roots initiatives

• Finding optionality for core needs
• Understanding problem sets from first principles
• Familiar UX

What is the Impact of Web3?

• Removing gatekeepers
• Self-custody assets
• Lending/Borrowing
• Openness, transparency, and programmability

The future of music in Web3

• Streamlining of the various offerings from record labels
• Curation becomes a professions to compete with added discoverability
• We make our own Top 40 that we own

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Web3 w/ Me - YouTube