Qiao Wang from Alliance DAO (a web3 accelerator) joins us to discuss the applications and protocols that are primed to dominate crypto's next cycle. Qiao reviews thousands of crypto startups every year, has an uncanny ability to predict future narratives and is one of my favorite thinkers in the space! In this episode, we discuss why RWAs and payments are crypto's massive opportunity, how speculation is crypto's killer feature, Solana's comeback vs Ethereum's headstart, Coinbase's giant opportunity, where the developers are building and more!

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Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED20 to get 20% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

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Timestamps

00:00 Introduction

00:45 Two Massive Opportunities: RWAs + Payments

18:40 Why DePIN Works

21:01 Speculation is Utility

24:28 DAS LDN Plug

25:26 Where Are Developers Building?

28:57 Why Price Leads Everything

32:13 DeFi Apps and Horizontal Integration

34:53 The SuperApp Thesis

39:32 Coinbase and Onchain Identity

46:56 Cosmos’ Problem

49:46 L2 Competition and Fragmentation

57:29 What it Takes to Be a Great Crypto Founder

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Resources

Good Game podcast

https://spoti.fi/3MKMLRQ

Alliance DAO

https://alliance.xyz/

https://twitter.com/alliancedao

What does it take to be a good crypto founder?

https://medium.com/alliancedao/what-does-it-take-to-be-a-good-crypto-founder-6c2600a99770

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.