Mined with CoinFund

It’s been another wild week in crypto markets. But beyond price charts and tickers, what’s really been going on at the fundamentals level? 

CoinFund’s liquid team has all the insights. On this week’s episode of Mined with CoinFund, Head of Liquid Investments and Managing Partner Seth Ginns sits down with Senior Liquid Analyst Matt Potts to cover: 

• SPACs and the altcoin space (1:27)
• ETH/BTC movement (7:03) 
• Trump’s pause on tariffs (18:44) 
• Delineating equity and tokens (25:35) 

Tune into the full episode on Apple, Spotify and YouTube: 

https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850

https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR

https://youtu.be/9si3YUe9ziI

Over the past few months, AI agents and their tokens have generated a tremendous amount of hype in crypto. Tickers aside, what are agents actually capable of accomplishing right now? 

For Perle Founder and CEO Ahmed Rashad and Coinbase Developer Platform AI Lead Lincoln Murr, it’s limited, and what makes an agent ‘good’ depends on the level of precision with which it can accomplish tasks. 

Ahmed and Lincoln join CoinFund CEO and Founder Jake Brukhman and Investor Bobby Beniers to chat about the current aptitude of agents, their scaling challenges, and where they can deliver value in the coming years. They cover: 

• How agents perform right now (6:40) 
• Intelligence or data bottleneck? (14:31) 
• Pros vs. cons of agent proliferation (24:18) 
• Where agents will excel in the future (33:08) 

Download the full episode of Mined with CoinFund on Apple or Spotify, and watch the full video on YouTube. 

https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850

https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR

https://www.youtube.com/watch?v=t_ShP5gvAy0

In its first 100 days, the Trump Administration has shown America that it’s ready to become ‘the crypto capital of the world.’ So far, the regulatory agencies appear to be on the same page. 

In the latest episode of Mined with CoinFund, veteran crypto lawyer and Magic Eden General Counsel Dan Burstein joins CoinFund General Counsel and Chief Compliance Officer Stewart Eichner to chat about the impacts of the SEC’s 2-1 Republican majority, the intended role of crypto regulators, and where these regulators can provide better clarity. They cover: 

• The road to becoming a crypto lawyer (2:46) 
• The SEC’s Republican majority (6:41) 
• Do ‘friendly’ regulators exist? (21:34) 
• Navigating regulatory gray areas (32:02) 

Don’t miss the latest episode of Mined with CoinFund, available on Apple or Spotify. 

This episode was recorded before current SEC Chair Paul Atkins was confirmed. 

https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850

https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR

Web3 is bringing creativity and ownership closer than ever. 

In the second episode of Around the Block: Web3 IP, CoinFund Head of Venture Investments David Pakman chats with four of the most innovative leaders in this sector. 

Sitting down all together for the first time, hear from Austin Hurwitz, Head of Strategy and BD at Doodles, Nic Cabana, Co-Founder and Creative Director at Claynosaurz, Luca Netz, CEO of Pudgy Penguins, and Zagabond, CEO and Founder of Azuki as they cover: 

• The current state of onchain IP (1:49) 
• Defining ownership (24:10) 
• Launching a token as a web3 brand (43:52)
• Building games on top of web3 experiences (1:02:37) 

Listening on the go? Download the audio on Apple or Spotify. 

https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850

https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR

https://youtu.be/vLycEtTSNL4

Staking is a critical unlock for blockchains. While it’s a great incentive to kickstart activity in an ecosystem, over time, locked assets can have adverse effects such as high inflation and little activity. 

That’s what Drop Co-Founder Mitya Argunov views as one of the most pressing problems in staking, which he discusses with Lido Alliance Lead Contributor Nemo on the latest episode of Mined with CoinFund. Hear their interview with hosts Jake Brukhman and Alex Felix as they cover: 

• Staking’s cryptonative audience (6:09) 
• What is yield? (10:52) 
• AI’s role in optimizing yield (27:55) 
• The institutional adoption of yield (36:02) 

Don’t miss the latest episode of Mined with CoinFund, available on Apple, Spotify and YouTube. 

https://youtu.be/3R7L5SMf0Vk

https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850

https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR

Crypto and zero knowledge (ZK) both share an ethos of privacy and verifiability. With the rapid acceleration of AI, there has never been a more important year to prioritize proofs. 

While ZK has flourished within web3, what needs to happen for proofs to underpin all of our data? 

In the latest episode of Mined with CoinFund, Partner Einar Braathen digs into the heart of this question with some of the brightest individuals in our portfolio who are building proofs. Hear from Matter Labs Head of Business Development Omar Azhar, Sindri Co-Founder Stasia Carson, and Icebreaker Co-Founder Jack Dillé as they cover: 

• Why ZK adoption needs to happen now (2:50) 
• Centralized vs. decentralized provers (15:49) 
• Web 2.0’s demand for ZK (27:35) 
• The convergence of AI and ZK (38:20)

Catch the full roundtable on YouTube, and to listen on the go, download the audio on Apple and Spotify. 

https://youtu.be/kSnpfh2YVOQ

https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850

https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR

Ethereum interoperability and chain abstraction are some of the hottest topics in web3. 

Dig in with founders in our portfolio in CoinFund Bites, our founder fireside series. Catch interviews with: 

• LiFi Founder Philipp Zentner and Managing Partner Chris Perkins (1:06) 
• Rhinestone Co-Founder Kurt Larsen and Partner Einar Braathen (5:52) 

Download on Apple or Spotify, and hit subscribe on YouTube for more.

The rapid rise of DeepSeek earlier this year provided many developers the tremendous validation that open source AI could overtake centralized machine learning. Still, there’s one nonconsensus approach to training models that is hotly debated in the deAI sphere. 

CoinFund portfolio company Pluralis Founder Alexander Long and Topology Ventures Founder and Managing Partner Casey Caruso join Mined with CoinFund host Jake Brukhman to discuss decentralized training: how it works, why people are critical of its potential, and how open source AI can uproot regimes of control over information. They cover: 

- Why skeptics believe decentralized training won’t work (3:50) 
- Training AI as a public good (12:08) 
- DeepSeek’s threat to traditional AI (17:54) 
- Web3’s contributions to broader AI (28:33) 
- Monetizing open models (38:08) 

Don’t miss the latest episode of Mined with CoinFund, available on Apple, Spotify and YouTube. 

https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850

https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR

https://youtu.be/os1zx6dL0nQ

As large companies race to build the next best AI models, the competition for data becomes increasingly fierce. Without a real business model for obtaining differentiated IP, how will these AI organizations be able to scale their models? 

According to Story Protocol Co-Founder Jason Zhao, this is where blockchain can step in to help create an “unstoppable market for AI training data.” 

Jason and CoinFund portfolio company Livepeer Founder Doug Petkanics join Mined with CoinFund hosts Jake Brukhman and Evan Feng to talk about the intersection of AI & IP. They cover: 

• The AI data question (4:26) 
• Bringing the agents to IP (18:10) 
• Democratizing the creation of video (27:21) 
• The role of copyright in an AI-dominated world (35:42) 

Don’t miss the full episode of Mined with CoinFund, available on Apple, Spotify and Youtube. 

https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850

https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR

https://youtu.be/_2OUQGyxJxo

Last week’s $LIBRA launch was not like other pump and dump schemes. 

Between Argentina’s President Javier Milei tweeting about the coin, creator Hayden Davis’ role in launching $MELANIA, insider trading and sniping accusations and its impact on the price of Solana, does this mark the end of memecoins as we’ve known them for the past year? 

CoinFund Partner Einar Braathen and Principal Bobby Beniers chat about the $LIBRA saga, Solana’s ecosystem narrative, and whether or not memecoins are here to stay. They cover: 

• Timeline of events after $LIBRA launch (1:32) 
• Memecoins and attention games (5:26) 
• Differentiating good from grift on Solana (10:07) 
• The benefit of memecoin mindshare (16:44) 

Don’t miss the latest episode of Mined with CoinFund, available on Apple, Spotify, and YouTube. 

https://podcasts.apple.com/us/podcast/mined-with-coinfund/id1758988850

https://open.spotify.com/show/1ZxUQqsbsjLvtjyyTxHoNR

https://youtu.be/FZp7V1qA79Y