In this episode of The Edge Podcast, we interview a crypto veteran and full-time investor about all the emerging sectors in DeFi and Web3 you need to know about next crypto bull run including Ethereum L2s, ETH LSTs, LSTfi, the ETH burn (EIP-1559 and its impact on the future ETH supply), Bitcoin DeFi, and the intersection of crypto and AI.

Having begun investing at the age of 10 back in 2001, Austin is a rare breed who has lived through multiple crypto bull/bear cycles, with a background in traditional finance, and lots of lessons for investors wondering when the next crypto bull run will come and how to prepare!

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THIS IS NOT A RECOMMENDATION OR ENDORSEMENT TO BUY ANY TOKEN(S) RELATED TO ANY PLATFORM(S) DISCUSSED.

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Topics Covered

00:00 - Intro

04:35 - Austin's background

09:39 - Investing since age 10

10:36 - Where are we in this crypto cycle

13:11 - Macro conditions to impact crypto

15:14 - When markets stop dumping on bad news

16:36 - Most exciting verticals for next crypto bull run

18:25 - Investment theses for LSTs

23:07 - ETH LST as a base token for DeFi

29:47 - LSTfi and Stablecoins

31:10 - LST value accrual vs competing on fees

36:00 - Alt-L1s next bull cycle

39:54 - L2s next bull cycle

46:45 - The return of mass bullishness

48:58 - The ETH burn

52:54 - The bull case for ETH due to utility and burn

54:44 - Opportunity for "Bitcoin DeFi"

59:30 - Opportunity vs risk in future changes to Bitcoin

1:06:41 - Crypto x AI synergies

1:09:06 - Outlook on crypto regulation in the US

1:16:30 - Growth in DeFi derivatives markets

1:18:05 - Growth in RWAs on-chain

1:19:31 - Closing

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Guest Links

Austin Barack on Twitter

https://twitter.com/AustinBarack

Learn about CoinFund

https://www.coinfund.io/

Follow CoinFund on Twitter

https://twitter.com/coinfund_io

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🙏 The Edge Podcast is produced by 4RC Labs. If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research.