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Forget VC: Founders Turn to "Internet Capital Markets" | Internet Explorers Ep. 80
Will the concept of "Internet Capital Markets" reshape how founders raise capital?
This episode explores the implications of platforms like Believe, which enable app developers to bypass traditional VC funding. Featuring guest co-host Jarrod Dicker, the discussion delves into the challenges and opportunities of this new paradigm, including the tension between short-term speculation and long-term value creation. The conversation examines the evolving dynamics between founders, investors, and users in the crypto ecosystem, and considers how consumer crypto apps might redefine the role of blockchain platforms in the future.
This episode unpacks
- How "Internet Capital Markets" might redefine fundraising
- Believe’s app-store-style token launch approach
- Tokenomics: bonding curves, AMMs, and “quote pair” models
- Speculator demand versus compounding network value
- Lessons from 2017 ICOs and current regulatory gray areas
- Retail token buyers as long-term investors—or not
- The extraction dilemma in high-velocity markets
- Stablecoins and RWAs as on-ramps to mass adoption
- B2B integrations fueling broader crypto consumer apps
- Designing token incentives for emotional engagement
Chapters:
0:00 — Intro: Bullish outlook on crypto space
5:21 — Internet Capital Markets and token launchers
10:57 — Challenges of expanding the crypto buyer pool
16:14 — Balancing consumer needs with blockchain expectations
21:54 — Potential of micro-transactions in crypto products
27:22 — Impact of consumer crypto apps on market dynamics
32:09 — B2B as gateway for broader consumer adoption
37:55 — Importance of expanding beyond existing crypto users
43:52 — Metrics and transparency in crypto companies
50:40 — Consumer apps challenging L1/L2 blockchain narratives
56:48 — Speculative demand as driver for new users
1:02:16 — Optimism for crypto space despite regulatory challenges
Internet Explorers is a weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer Internet experiences.
Join us live on Twitter/X, Fridays 10am PT / 1pm ET.
Seed Club Twitter: https://x.com/seedclubhq
Apple: https://podcasts.apple.com/us/podcast/internet-explorers/id1756599282
Spotify: https://open.spotify.com/show/6iJk3xZoij7pVhlNbTP9qS?si=4cda0ac044dc4c6a
Pods.media: https://pods.media/internet-explorers
View all episodes
By Seed ClubWill the concept of "Internet Capital Markets" reshape how founders raise capital?
This episode explores the implications of platforms like Believe, which enable app developers to bypass traditional VC funding. Featuring guest co-host Jarrod Dicker, the discussion delves into the challenges and opportunities of this new paradigm, including the tension between short-term speculation and long-term value creation. The conversation examines the evolving dynamics between founders, investors, and users in the crypto ecosystem, and considers how consumer crypto apps might redefine the role of blockchain platforms in the future.
This episode unpacks
- How "Internet Capital Markets" might redefine fundraising
- Believe’s app-store-style token launch approach
- Tokenomics: bonding curves, AMMs, and “quote pair” models
- Speculator demand versus compounding network value
- Lessons from 2017 ICOs and current regulatory gray areas
- Retail token buyers as long-term investors—or not
- The extraction dilemma in high-velocity markets
- Stablecoins and RWAs as on-ramps to mass adoption
- B2B integrations fueling broader crypto consumer apps
- Designing token incentives for emotional engagement
Chapters:
0:00 — Intro: Bullish outlook on crypto space
5:21 — Internet Capital Markets and token launchers
10:57 — Challenges of expanding the crypto buyer pool
16:14 — Balancing consumer needs with blockchain expectations
21:54 — Potential of micro-transactions in crypto products
27:22 — Impact of consumer crypto apps on market dynamics
32:09 — B2B as gateway for broader consumer adoption
37:55 — Importance of expanding beyond existing crypto users
43:52 — Metrics and transparency in crypto companies
50:40 — Consumer apps challenging L1/L2 blockchain narratives
56:48 — Speculative demand as driver for new users
1:02:16 — Optimism for crypto space despite regulatory challenges
Internet Explorers is a weekly rundown show where extremely online individuals broadly explore (romanticize, even) new consumer Internet experiences.
Join us live on Twitter/X, Fridays 10am PT / 1pm ET.
Seed Club Twitter: https://x.com/seedclubhq
Apple: https://podcasts.apple.com/us/podcast/internet-explorers/id1756599282
Spotify: https://open.spotify.com/show/6iJk3xZoij7pVhlNbTP9qS?si=4cda0ac044dc4c6a
Pods.media: https://pods.media/internet-explorers