Podcast
Compound Thesis
Hosted by Compound Labs · EN
Thesis is a series discussing the intersection of crypto, tech, and the capital markets with industry thought leaders.
Compound Labs is an open-source software development company building tools, products, and services for the decentralized finance (DeFi) ecosystem. Learn more at compoundtreasury.com
10episodes
Episodes
Newest firstAll episodes
How Arbitrum is unlocking user access and project scaling on Ethereum
Jun 9, 202300:37:17Tap to summarizeOur guest is AJ Warner, Chief Strategy Officer at Offchain Labs. Offchain Labs is the original developer of Arbitrum, one of the largest L2 scaling solutions for Ethereum, and is now facilitating The Arbitrum Foundation in its technological developments. 1. The growth of the Arbitrum ecosystem, and why certain projects couldn't thrive on Ethereum mainnet 2. The technological differences between their two chains - One and Nova, and examples of its application-specific usecases 3. Onboarding the next generation of non-Solidity developers into the ecosystem with Stylus
Transcribe →How Sei Network solves for blockchain’s trading trilemma
May 25, 202300:33:29Tap to summarizeOur guest is Jay Jog, Co-founder at Sei Labs, a general purpose layer one blockchain specialized for trading. Sei recently raised at an $800M valuation and has over 150 diverse projects building on their ecosystem ahead of their mainnet launch. On the show today, we explore the "trading trilemma" that web3 applications face on existing blockchain infrastructure, and Sei’s unique approach and implementation in their native L1: 1. Sei's fundamental thesis that the clearest use case for crypto is trading - whether that's DEXs, GameFi, NFTs, etc. 2. Tradeoffs between decentralization, capital efficiency, and scalability for exchanges on existing blockchains 3. How trading-focused optimizations on Sei translates to efficiencies for user experience, traders, and institutions
Transcribe →Bringing passive index investing to crypto with Alongside
May 11, 202300:34:27Tap to summarizeOur guest is Austin Diamond, Co-Founder and CEO at Alongside. On the show today we explore bringing passive index investing to crypto, traditional index structures versus how Alongside is structuring radically more transparent and efficient on-chain indices: 1. Why passive index investments have not taken off in crypto, despite its popularity in TradFi 2. How traditional indexes are structured, and how Alongside is creating more efficiency and transparency in its on-chain structure 3. Future use cases and applications for AMKT in thematic strategies and composable, decentralized finance
Transcribe →Unpacking the US regulatory environment for crypto with Polygon Labs
May 3, 202300:25:03Tap to summarizeOur guest is Rebecca Rettig, Chief Policy Officer at Polygon Labs. On the show we unpack the flurry of events in crypto legislation and regulation, implications for builders in the space, and how Polygon is navigating these developments: 1. Why the US is taking a drastically different regulatory approach compared to rest of the world, and its implications 2. Real-world use cases already deployed by major brands and organizations on Polygon 3. The path forward to regulating tech-driven financial innovations
Transcribe →How Ava Labs is advancing institutional blockchain adoption
Apr 20, 202300:38:47Tap to summarizeOur guest is Morgan Krupetsky, Director of Business Development, Institutions & Capital Markets at Ava Labs. On the show we discuss how Ava Labs is digitizing and tokenizing the world’s assets, and how the Avalanche blockchain is advancing institutional DeFi: 1. How to collaborate and build business cases with digital asset champions at enterprises & institutions 2. Unpacking the interoperability and segment-specific advantages of Avalanche's Evergreen subnet architecture 3. Why RWA tokenization technology is commoditized, and the use cases in the near future to unlock value
Transcribe →Will Asia lead the next bull market? With Hong Kong-based JKL Group
Apr 13, 202300:39:50Tap to summarizeOur guest is Lesia Marchenko, Head of Institutional at JKL Group. JKL is a Hong Kong based digital assets firm, providing solutions across asset management, quant trading, lending and BTC mining. On the show today we explore: 1. The latest Web3 trends in Hong Kong and the potential for Asia to lead the next bull market 2. How demand for mining has started to recover 3. JKL’s new proprietary AI-powered crypto trading strategies
Transcribe →How Bitwave is solving for the massive scale of enterprise crypto accounting
Mar 23, 202300:33:36Tap to summarizeWe chat with Pat White, Founder and CEO of Bitwave, about how their platform helps enterprises account for millions of crypto transactions across dozens of chains, and the unique challenges companies face when managing digital assets on their balance sheet. In this episode, we cover: 1. Accounting for the massive scale of transactions crypto enterprises grapple with 2. Strategic finance and planning for businesses dealing with crypto payments and expenses 3. How the velocity of transaction volumes are increasing across crypto and traditional businesses
Transcribe →Crypto’s role in the broader financial markets with Noelle Acheson
Mar 16, 202300:37:05Tap to summarizeIn this episode, we explore crypto's role in the broader financial markets, and how the how the latest changes in the macro picture impact crypto with Noelle Acheson. Noelle is the editor of the Crypto is Macro Now newsletter, and former head of research at Coindesk and Genesis Trading. We cover: 1. Crypto's role as a risk asset, and how the volatility in rates affects macro vs crypto liquidity 2. Why Bitcoin is the most liquidity-sensitive asset 3. Alternatives to the traditional financial ecosystem, and Defi's resilience to the current stress tests
Transcribe →Crypto market making and the current trading environment with JST Capital
Mar 9, 202300:27:33Tap to summarizeWe discuss the current state of liquidity in crypto markets from the lens of a crypto trading & market making firm with John Pennington, Head of Business Development at JST Capital. 1. How liquidity is fragmenting across the crypto ecosystem, and the structural trends driving this 2. How the risk-off environment is affecting volumes, trends in spot vs derivatives markets, and potential trading opportunities 3. Sourcing credit following the collapse of major crypto lenders
Transcribe →Hashkey's web3 venture strategy in 2023
Feb 16, 202300:30:03Tap to summarizeOur guest is Henrique Centieiro, Senior Research Manager at Hashkey Capital, one of the largest web3 VC firms based in Asia, having recently raised $500M for their new fund. We explore how the web3 venture landscape has shifted in 2023 compared to 2022: 1. Hashkey's holistic research process, applied to over 3000 potential opportunities resulting in 100 investments last year 2. Deal flow, check sizes, velocity, and healthy momentum in early 2023 3. Highlights from Hashkey's 2022 DeFi Ecosystem Landscape Report, and why DeFi is an asymmetric opportunity 4. 2023 outlook on new products, narratives, and developments across web3
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