Podcast
Holistic Investment w Constantin Kogan
Hosted by Constantin Kogan · EN
This Podcast is dedicated to holistic investments, fundraising, mental breakthroughs, critical thinking, unlimited opportunities, decentralized economy, and inner evolution. Mixed with humor, technology advancement, and paradigm shift.
All this, plus much more through a lense of interviews of best hedge fund managers, venture capitalists, investors, industry experts, analysts, traders, and technocrats (in a nutshell talented and successful human beings).
11episodes
Episodes
Newest firstAll episodes
🔋Energy is everything | Ep 110
Jun 400:57:00Tap to summarize🎧 BLOND:ISH on Music, Energy, Consciousness, Crypto & Creating a Better World | Holistic Investments PodcastWhat if music is more than entertainment? What if it's a technology for shifting consciousness?In this episode of Holistic Investments, Constantin Kogan sits down with world-renowned DJ, producer, entrepreneur, and founder of Abracadabra and Bye Bye Plastic, BLOND:ISH.From her early days in Montreal to performing on the world's biggest stages, BLOND:ISH shares how music, energy, spirituality, community, and technology intersect. We explore the architecture of energy in DJ sets, the future of conscious communities, crypto's role in building aligned ecosystems, environmental activism, breathwork, and the deeper meaning of life itself.Whether you're a DJ, entrepreneur, investor, creator, or seeker, this conversation offers a unique perspective on how frequency, intention, and purpose can shape both individual lives and global culture.⏱️ Timestamps00:00 - Introduction02:08 - Personal story & origin journey07:24 - First concert in Montreal & first performance08:40 - Advice for aspiring DJs09:31 - Preparation techniques before a set11:30 - Energy architecture and reading a crowd14:00 - What is music?15:30 - Understanding the house music genre18:00 - Energy hygiene tools and practices21:00 - $NRG token as an access layer for community26:15 - Abracadabra Church and conscious gatherings28:50 - First impressions of crypto in 201731:20 - Indigo Fund and conscious investing36:47 - Environment, sustainability & Bye Bye Plastic43:00 - The BLOND:ISH dream47:40 - Rapid-fire questions50:20 - Favorite breathwork practice50:40 - Meaning of life52:44 - Book recommendations📚 Books Mentioned📖 Wisdom of the Mystic Masters by Joseph J. Weedhttps://a.co/d/0abtrj2i📖 The World Is Sound: Nada Brahma - Music and the Landscape of Consciousness by Joachim-Ernst Berendthttps://a.co/d/09wQ1zH9🌍 Support Bye Bye PlasticBye Bye Plastic Foundation💚 Learn more about conscious investing and regenerative projects:Indigo Fund🎙️ About Holistic InvestmentsHosted by Constantin Kogan, Holistic Investments explores the intersection of investing, technology, consciousness, entrepreneurship, health, and human potential through conversations with world-class founders, investors, scientists, artists, and visionaries.#BLONDISH #HouseMusic #MelodicHouse #Consciousness #Crypto #Web3 #Breathwork #MusicIndustry #ElectronicMusic #DJLife #HolisticInvestments #Energy #Spirituality #IndigoFund #ByeByePlastic #Abracadabra #Podcast #ConstantinKogan #FutureOfCulture #MusicAndConsciousness
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The DeFi Company Wall Street Hasn’t Priced Yet
Apr 2300:52:19Tap to summarizeIn this sharp and forward looking conversation, Hyunsu Jung, CEO of Hyperion DeFi, joins host Constantin Kogan to explain why Hyperion is not just another crypto treasury, but one of the first publicly traded DeFi native operating companies.From spotting Hyperliquid early and recognizing the utility behind HYPETo building revenue generating on chain business lines around staking, validator economics, and DeFi monetizationTo positioning Hyperion as a public market vehicle for real DeFi exposureThis is a conversation about what happens when a balance sheet becomes a growth engine.Hyunsu Jung Reveals:🚀 Why Hyperion is a DeFi operating company, not just a treasury🧠 What most people still misunderstand about DeFi monetization⚡ Why Hyperliquid created a real business opportunity on chain📈 How Hyperion built multiple revenue streams around HYPE🏦 Why public markets are a massive advantage for DeFi companies💸 How staking, validator commissions, and DeFi monetization work together🔁 Why the triple dip strategy may just be the beginning🌐 Why Hyperliquid could become the blockchain to house all finance📊 What makes Hyperion different from MicroStrategy and other DATs🛠 How the team thinks about risk, deployment, and scaling🔮 Why Hyunsu believes DeFi is still in the earliest innings🌅 What the meaning of life looks like to a 30 year old public company CEO🎯 Watch if you are:• A public market investor trying to understand DeFi native businesses• A crypto investor looking beyond simple treasury models• A founder building in DeFi, infrastructure, or tokenized finance• A trader watching the rise of Hyperliquid• Or someone curious about where on chain financial markets are heading nextThis episode explores why the next phase of DeFi may not look like a protocol, a token, or a treasury alone, but a real operating company built to compound ecosystem growth.“Hyperion is the true DeFi company for Hyperliquid.” “DeFi is just starting.” - Hyunsu JungFollow Hyunsu Jung and Hyperion DeFi:🌐 Hyperion DeFi: https://hyperiondefi.com💻 LinkedIn: https://www.linkedin.com/company/hyperion-defi/✖️ X: https://x.com/hyperiondefi👤 Hyunsu on X: https://x.com/hyunsujung_✉️ For business inquiries: ck@ckogan.com🎧 Listen to the full podcast here:https://anchor.fm/constantinkoganFollow me on socials:🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: https://www.instagram.com/constkogan/💻 LinkedIn: https://www.linkedin.com/in/constantin-kogan✖️ X: https://x.com/constkogan🎙 Podcast: https://anchor.fm/constantinkoganTimestamps0:00 - Why Hyperion DeFi is not just another crypto treasury1:22 - Why Hyperliquid created a new kind of public company3:03 - Hyunsu Jung’s background before Hyperion5:31 - What most people still miss about DeFi monetization7:30 - Why Hyperliquid is becoming a serious trading venue9:21 - Breaking down the triple dip strategy12:08 - The five revenue streams behind Hyperion15:11 - How off chain capital connects to on chain DeFi16:23 - The profit model and why execution matters19:25 - What makes Hyperion different from MicroStrategy21:04 - Why Hyperliquid’s numbers are hard to ignore24:25 - Why traditional traders are paying attention now28:06 - How investors can access Hyperion DeFi through public markets30:07 - The Inovia pivot and the investors behind Hyperion32:53 - What could break the model and how risk is managed35:20 - Why Hyperion is all in on Hyperliquid37:39 - HIP4, new market structures, and what comes next39:47 - Inside the team building Hyperion41:04 - Will more DATs launch on Hyperliquid43:57 - Lightning round on HYPE, DeFi, and real alpha47:13 - Hyunsu Jung on meaning, leadership, and building at the right time#HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments
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Most Crypto Users Are One Mistake Away
Apr 1601:04:34Tap to summarizeIn this fascinating and practical conversation, Dmitry Tokarev, founder of Copper and co founder of Bron, joins host Constantin Kogan to break down one of the biggest unsolved problems in crypto: security for real users.From growing up in Siberia and discovering trading at a young age, to building Copper into one of the world’s leading institutional custody firms, and now leading Bron with a mission to bring institutional grade wallet security to retail users.This is a conversation about why crypto still feels dangerous for most people and what it will take to finally fix that.Dmitry Tokarev Reveals:🔐 Why most retail crypto wallets are still dangerously outdated🧠 The real difference between institutional custody and retail self custody🧩 What MPC actually means and why institutions rely on it📱 Why seed phrases should never have been the long term answer🚨 How people are really losing crypto today through phishing, SIM swaps, address poisoning, and physical attacks🛡️ Why Bron was built to remove the biggest security mistakes users make👥 How social recovery and successors can protect users without seed phrases⏳ Why time delays and approval policies matter for serious crypto holders🌍 What the future of crypto custody looks like as more real world assets move on chain⚙️ Why user experience, not just security, is the next big unlock for adoption📚 The book that changed Dmitry’s career path🌅 What peace of mind means to him and how he thinks about life🎯 Watch if you are:• A crypto holder worried about wallet security• A founder building in wallets, custody, or on chain infrastructure• An investor trying to understand where crypto UX still fails• Someone curious about the gap between institutional crypto and retail crypto• Or simply trying to protect yourself better in this spaceThis episode explores why the next breakthrough in crypto may not be a new token or protocol, but a safer way for normal people to actually hold their assets.“Retail should not be forced to understand all this crazy stuff just to stay safe.” - Dmitry Tokarev“If you can lose everything with one mistake, the product is broken.” - Dmitry TokarevLearn more about Bron here: https://go.bron.org/constantinkogan05Follow Dmitry Tokarev and Bron:🌐 Bron: https://bron.org/💻 LinkedIn:https://www.linkedin.com/in/tokarevdmitry/✖️ X: https://x.com/tokarev_d✉️ For business inquiries: ck@ckogan.com🎧 Listen to the full podcast here:https://anchor.fm/constantinkoganFollow me on socials:🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: https://www.instagram.com/constkogan/💻 LinkedIn: https://www.linkedin.com/in/constantin-kogan✖️ X: https://x.com/constkogan🎙 Podcast: https://anchor.fm/constantinkoganTimestamps0:00 - From Siberia to crypto custody pioneer3:20 - Why trading led Dmitry into building products4:52 - The three generations of crypto custody6:42 - What MPC means in simple terms8:29 - Why retail security is still broken11:39 - How Bron removes seed phrase risk15:13 - Social recovery, successors, and inheritance17:39 - How Bron handles real world wallet security19:57 - Why crypto users are now physical targets23:21 - How to protect large holdings from coercion28:58 - The hacks, scams, and attack patterns hurting retail33:38 - Three simple steps to protect yourself today39:17 - Dmitry’s view on the future of on chain assets45:52 - The DeFi risk most users still do not understand58:03 - Dmitry Tokarev on the meaning of life1:00:04 - The book that changed his direction1:02:26 - Where to follow Dmitry and Bron#DmitryTokarev #ConstantinKogan #Bron #Copper #CryptoSecurity #SelfCustody #WalletSecurity #Blockchain #Crypto #DigitalAssets #HolisticInvestments
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The Man Behind Bitcoin’s Logo
Mar 1900:59:44Tap to summarizeJebediah “Joby” Weeks, early Bitcoin pioneer, entrepreneur, and co creator of the iconic Bitcoin logo, joins host Constantin Kogan to share one of the wildest stories in crypto history.From becoming a millionaire at 19 and building disruptive businesses across health, currency, and politics…To experimenting with local money systems before Bitcoin went mainstream…To entering the early crypto frontier through Silk Road, Mt. Gox, Ethereum, mining, and BitClub…This is a conversation about freedom, disruption, and the cost of being early.Joby Weeks Reveals:🟠 How he and his partner designed the Bitcoin logo the world now uses💰 How he became a millionaire at 19🏛 Why he lost faith in the government while building alternative systems🪙 How he created local currencies before Bitcoin🌿 His role in helping legalize cannabis in Colorado⚡️ What it was like buying Bitcoin in the Silk Road era📉 How he lost funds through Silk Road, Mt. Gox, and the DAO fork era🏝 How Liberland and other sovereign experiments entered his story⛏️ How he got involved in large scale Bitcoin mining and BitClub🚨 What happened when federal authorities came after him🔒 What life has been like under more than six years of house arrest without trial🧘 How isolation changed his view of power, success, and the meaning of life🎯 Watch if you are:• Interested in the early history of Bitcoin• Curious about the wild west era of crypto mining• Following the intersection of government power and financial freedom• A founder building in crypto, fintech, or alternative systems• Or someone interested in the psychology of surviving extreme pressureThis episode explores what happens when innovation collides with the state and what it costs to stay standing when the system turns against you.“First they don’t believe in you, then they violently oppose you, and then you win.” — Joby Weeks“Hate is poison you drink thinking it’s going to harm the other person.” — Joby WeeksFollow Joby Weeks:💼 LinkedIn: / jobyweeks 📸 Instagram: / jobyweeks18 🌐 Website / Support Site: http://www.freejoby.com✉️ For business inquiries: ck@ckogan.com🎧 Listen to the full podcast here: https://anchor.fm/constantinkoganFollow me on socials:🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: / constkogan 💻 LinkedIn: / constantin-kogan ✖️ X: https://x.com/constkogan🎙 Podcast: https://anchor.fm/constantinkoganTimestamps:00:00 The Bitcoin logo story01:32 The family legacy and the Federal Reserve connection04:09 Freedom, sound money, and why he distrusts government07:39 Becoming a millionaire at 19 and building early companies11:05 Minting gold and silver and the Liberty Dollar chapter19:40 Creating a local currency before Bitcoin23:06 First Bitcoin buy and the early Silk Road era25:02 Mt. Gox, early losses, and the wild west years26:19 Meeting Vitalik and getting into Ethereum early34:01 BitClub, large scale mining, and what came next42:54 Detained and pressured for his private keys43:42 Jail transfers and no trial diesel therapy49:04 Six years of house arrest and life restrictions50:47 FreeJoby.com and the push for public awareness54:17 What this experience changed in him55:49 Meaning of life, love, and staying grounded
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💼 TON, Telegram and the Future of Digital Asset Treasuries — Yury Mitin | Ep. 102
Dec 500:56:54Tap to summarizeIn this episode, I sit down with Yury Mitin, Partner and CBDO at AlphaTON Capital, one of the first public digital asset treasury companies focused on the TON ecosystem and Telegram economy.We explore the meeting point of Wall Street discipline and crypto-native culture, and how TON is evolving from a token into a real business ecosystem built on top of one of the most used apps in the world.From entering public markets through eToro to evaluating TON startups, Yury breaks down what makes TON different, how acquisitions work, and why real revenue matters more than hype.We discuss the growth of mini apps, AI agents, TON wallet adoption, Telegram bonds, MasterCard integration, and why real utility could shape TON into a top ecosystem in the coming years.Yury explains:🚀 Why TON is one of the few tokens directly tied to a real global platform📱 1B users on Telegram and what happens when crypto becomes native inside a super app🏢 Public markets vs crypto culture and why speculation alone does not survive💰 Acquisition strategy: revenue thresholds, 51 percent ownership, valuation logic🕹 TON verticals: gaming, NFT 2.0, DeFi, AI agents and media💳 TON MasterCard card and bridging crypto to everyday spending📈 How TON bonds, yield and staking feed back into acquisitions and growth🌍 North America expansion and how institutions get exposure to TONWhy watch?If you care about digital asset treasuries, TON, Telegram adoption, Web3 real-world revenue, or the intersection of traditional finance and crypto, this episode is a masterclass in how public companies can build on-chain ecosystems with real fundamentals rather than speculation.Follow AlphaTON and Yury🔗 Website: https://alphaton.capital📲 Telegram: t.me/atonofmemes💼 LinkedIn: https://linkedin.com/in/yury-mityan✖️ X: https://x.com/@AlphaTONCapitalListen to the full podcast🎧 https://anchor.fm/constantinkoganSubscribe to the channel🔗 https://www.youtube.com/@ConstantinKoganFollow me on socials🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: https://instagram.com/constkogan💻 LinkedIn: https://linkedin.com/in/constantin-kogan✖️ X: https://x.com/constkoganTimestamps0:00 Intro, who is Yury and what is AlphaTON Capital1:04 From tech founder to 17 years in venture capital2:09 First exposure to public markets through eToro4:09 What digital asset treasuries are and how they differ5:51 The summer of treasury copycats and speculation6:56 Why TON and Telegram stood out among hundreds of tokens8:07 Entering TON Open Network and working with the foundation10:57 Thousands of mini apps and filtering real businesses13:23 Key verticals: gaming, NFT 2.0, DeFi, AI agents15:06 Revenue thresholds and 51 percent acquisition model18:01 Multiples, valuation logic and public market expectations22:35 Two worlds meeting: Wall Street vs crypto culture26:10 Institutional access to TON and common treasury mistakes31:57 TON Mastercard card and real world payments34:16 Telegram bonds, yields and feedback loop to TON41:01 KPIs that matter for growth and sustainability47:00 Regions, expansion and North America strategy52:07 Blitz round: DeFi, surprises in 2026 and upside55:24 Yury on life, family and building what he loves
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🧵 Your Wallet, Your Chain, Your Apps All Powered by THIS — Yair Cleper | Ep. 101
Nov 2800:57:39Tap to summarizeIn this episode, I sit down with Yair Cleper, founder and infrastructure builder, to uncover the invisible layer that keeps crypto running — RPC, nodes, and decentralized access.From UX and fintech startups to building Magma Devs and contributing to Lava Network, Yair explains how blockchains actually communicate, why most of Web3 still relies on a handful of providers, and what happens when AI agents start transacting on-chain nonstop.He breaks down:🧩 What RPC really is — and why it’s the “language layer” for every blockchain🌐 Why early crypto was simple (run a node, trust no one) vs today’s multi-chain reality🏗 How Lava turns thousands of node runners into a decentralized access layer⚙️ DIY nodes → Alchemy/QuickNode → decentralized routing🚨 The Trump meme coin incident on Solana & how Lava kept Fireblocks at 100% uptime🔐 How infra failures silently break wallets, DEXs & airdrops🏦 Why foundations like NEAR use Lava Pools as public-good infrastructure🤖 Why AI agents may soon execute most on-chain transactions💸 How stablecoins, RWAs & CBDCs rely on infra we rarely think aboutFollow Yair Cleper & Lava Network🔗 LinkedIn: https://www.linkedin.com/in/cleper🔗 Lava LinkedIn: https://www.linkedin.com/company/lava-network/🌐 Lava Network: https://lavanet.xyz✖️ X: https://x.com/yaircleper✖️ Laba X: https://x.com/lavanetxyz✉️ For any business inquiries, email me here:ck@ckogan.comListen to the full podcast🎧 https://anchor.fm/constantinkoganSubscribe to my channel🔗 https://www.youtube.com/@ConstantinKoganFollow me on socials🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: https://www.instagram.com/constkogan💻 LinkedIn: https://www.linkedin.com/in/constantin-kogan✖️ X: https://x.com/constkogan🎙 Podcast: https://anchor.fm/constantinkoganTimestamps:0:00 – Cold open: crypto, RPC, AI agents & “nobody knows RPC until it fails”0:36 – Intro: Who is Yair Cleper? Magma Devs, Lava Network & friendship with Constantin1:53 – Curiosity, Technion & first startup: building a Wix-like product in 20013:25 – eToro-style startup & the painful lesson of choosing the wrong cofounders4:42 – Business intelligence startup, Cloudera exit & retail tech journey6:04 – NFT summer, meeting Vitalik, mentors & falling fully into the crypto rabbit hole8:05 – Netflix analogy: what blockchains really are and why access is broken11:03 – Read vs write: how wallets, swaps & airdrops actually talk to blockchains11:49 – From “run your own node” to Alchemy/QuickNode — and the new centralization risk13:25 – The rise of “node runners” & why infra fragmentation doesn’t scale16:04 – How Lava works: decentralized access layer, node marketplace & routing19:52 – Sessions, payments & how node runners monetize via Lava20:59 – Lava Pools: why foundations see RPC as a public good24:09 – Fireblocks, Smart Router & turning open-source infra into enterprise products26:54 – Trump meme coin on Solana: extreme congestion & Lava’s 100% uptime story29:59 – Wallet failures, airdrops breaking & “nobody cares about RPC until it fails”33:20 – Defining a new category: multi-provider routing for exchanges, wallets & custodians35:07 – AI agents, intents & why machines will transact 24/7 without UI38:20 – RPC as the “language” of blockchains & Lava as the roads of a digital city41:26 – Stablecoins, RWAs & building infra for the next wave of user adoption47:03 – Regulation, innovation & why infra must mature without killing progress51:59 – Global crypto adoption, Korea’s retail culture & CBDCs vs private stablecoins54:37 – Blitz round: outages, trust, single points of failure & invisible infra55:30 – Yair’s purpose, legacy & why he loves “boring, invisible” problems57:14 – Closing thoughts: making infra great again & where to find Yair
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⛏️ “The Next Oil”: Why Critical Minerals Will Make or Break Superpowers — Mikhail Zeldovich | Ep. 100
Nov 2101:04:03Tap to summarizeIn this episode, mining and commodities expert Mikhail Zeldovich joins host Constantin Kogan for a rare deep dive into the real engines of the global economy — critical minerals, geopolitics, and the future of resource investing.From BCG to Rio Tinto to negotiating in Beijing and analyzing assets in remote mining camps, Mikhail brings nearly two decades of on-the-ground experience across metals, energy transition, and global supply chains.He breaks down:⚒️ How he “accidentally” entered mining at BCG — and why he never left🌏 How China quietly built full dominance across mining, processing, equipment, and end products📉 Why commodity stocks are supposed to be more volatile — and how smart investors use that🔋 His view on lithium, nickel, cobalt, rare earths, antimony & tungsten📈 The overlooked Australian copper play that quietly 3.5x’d in six months🛰 Why satellite imagery + AI are changing exploration🪙 How tokenization might transform mining finance📍 What retail investors should understand before betting on resource plays💡 Why Watch?If you care about EVs, energy transition, metals, macro, or tokenized real-world assets — this is the deep, unfiltered look at the sector that powers everything.Mikhail explains where real opportunity lies — and why the next decade of mining won’t look like the last.*************************************Follow Mikhail Zeldovich:🔗 LinkedIn: https://www.linkedin.com/in/mikhail-zeldovich🌐 Website: https://mineral-intel.com*************************************✉️ For any business inquiries, email me here: ck@ckogan.com*************************************Listen to the full podcast here!🎧 https://anchor.fm/constantinkogan*************************************Subscribe to my channel:🔗https://www.youtube.com/@ConstantinKogan*************************************Follow me on socials:🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: https://www.instagram.com/constkogan💻 LinkedIn: https://www.linkedin.com/in/constantin-kogan✖️ X: https://x.com/constkogan🎙 Podcast: https://anchor.fm/constantinkogan*************************************0:00 – Intro01:04 – Who is Mikhail Zeldovich? From law to BCG to mining03:40 – Entering Rio Tinto & the early mining years05:01 – Working across Moscow, Kazakhstan, Mongolia06:47 – When geopolitics meets minerals08:39 – China’s four-layer dominance: mining, processing, equipment, end-products12:21 – Why the US can’t catch up yet14:26 – Mining timelines vs political cycles16:52 – Environmental approvals: West vs Indonesia/Australia18:37 – Where to invest: funds, majors, juniors21:45 – Volatility in commodity stocks explained24:30 – The rare-earths landscape: MP, Lynas & new players27:06 – Lithium, cobalt, nickel fundamentals30:20 – How to pick winners in mining33:41 – Under-the-radar: antimony & tungsten35:48 – Gold & silver cycles36:49 – How retail investors can realistically win38:14 – Mining tech, AI & satellite-based discovery40:48 – Tactical investing around geopolitical events41:51 – Shipping, logistics & processing opportunities43:44 – Tokenization & critical minerals finance47:03 – Commodities trading 24/7?48:11 – Future geopolitical winners: India, Brazil, Africa52:31 – China vs West vs India: a three-way commodity world54:09 – What could derail each strategy56:15 – AI, automation & the next mining frontier59:14 – Blitz round01:03:40 – Final thoughts & where to find Mikhail#Web3 #Mining #CriticalMinerals #Geopolitics #EnergyTransition #Commodities #Lithium #RareEarths #Tokenization #Investing #ConstantinKogan #HolisticInvestments #MikhailZeldovich
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🎮 Yat Siu on Animoca’s 600+ Web3 Investments & Gaming Dominance | #99
Oct 3101:10:19Tap to summarizeIn this eye-opening episode, Animoca Brands co-founder & chairman Yat Siu joins host Constantin Kogan to unpack his extraordinary journey - from a 15-year-old Austrian kid coding MIDI software on Atari and getting paid via mailed checks, to building one of the first ISPs in Hong Kong, dominating early mobile gaming (200M+ downloads!), and getting deplatformed overnight by Apple in 2012.Yat Siu reveals:💸 How Apple "hacked" their own App Store rules and removed hundreds of their TOP 20 games despite market leadership💸 Why centralized platforms stole our data (and how Web3 gives it back via true digital property rights)💸 The VC model is broken - corporations with trillions in cash should build ecosystems, not extract💸 Growing up behind the Iron Curtain, witnessing real communism, Tiananmen Square on TV, and the fall of the Berlin Wall💸 From professional musician (piano, flute, cello) to accidental tech pioneer via CompuServe bulletin boards💸 Investing in 600+ Web3 projects (Sandbox, Axie Infinity, OpenSea, Dapper Labs) as the "ultimate altcoin bet"💸 Why NFTs = digital culture & status symbols💸 Launching Mocaverse & Mocha Debt - reputation systems, user-paid airdrops, and the end of $900B inefficient ads💡Why Watch?Yat reveals how digital property rights are the foundation of true online freedom. From dominating Apple’s charts in 2011 to betting everything on NFTs in 2018, this is the origin story of Web3 gaming — told by the man who invested early in Axie Infinity, OpenSea, Dapper Labs, Decentraland, and built The Sandbox."If you have a government that changes the rules on you all the time, you can't build consistently. The VC model will change or die. Web3 is the antidote." — Yat Siu💡 Subscribe for more Web3 deep dives🔔 Like if you believe in digital property rights************Follow Yat Siu:🔗 LinkedIn: https://www.linkedin.com/in/yatsiu/?originalSubdomain=hk🔗 X: https://x.com/ysiu?lang=en************ ✉️ For any business inquiries, email me here: ck@ckogan.com ************ Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ************Subscribe to my channel: 🔗 https://www.youtube.com/@ConstantinKogan?sub_confirmation=1************ Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: https://www.instagram.com/constkogan💻 LinkedIn: https://www.linkedin.com/in/constantin-kogan/✖️ X: https://x.com/constkogan🎙️ Podcast: https://anchor.fm/constantinkogan ************Timestamps:0:00 - Intro01:15 – Who is Yat Siu? A "third culture kid" who lived through the fall of the Berlin Wall, Tiananmen Square, and the rise of China09:28 – From Philharmonic Musician to Atari Coder at Age 15 — writing MIDI software on CompuServe in the 1980s18:10 – Getting hired by Atari as a teenager via bulletin boards (pre-internet!)23:53 – Building Hong Kong’s first ISP, selling to IBM, and pioneering open-source email at global scale27:41 – The Pivot to Web3: Why decentralization was always the soul of the internet32:59 – The Night Apple Deleted 200+ Apps Overnight — the event that birthed Animoca’s Web3 mission40:21 – Deplatformed by the Australian Stock Exchange for "gaming + tokens" in 201943:21 – Acquiring The Sandbox in 2018 - building the decentralized Minecraft50:53 – Investing in 600+ Web3 projects: Why altcoins win Bitcoin long-term56:09 – Introducing Mocha Debt & Mochaverse - digital ID, reputation systems, and the future of airdrops59:58 – Are NFTs Dead? Why culture, scarcity, and community will make them multi-billion-dollar assets01:05:02 – Blitz Round: 1984, extortion during IBM sale, fatherhood, and tokenizing consciousness#Web3 #BlockchainGaming #NFTs #AnimocaBrands #CryptoInvesting #DigitalOwnership #TheSandbox #Mocaverse #ConstantinKogan #HolisticInvestments #YatSiu
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💰 Will Stablecoins Flip TradFi in 2025? Wyatt Lonergan on Tokenized Assets
Oct 2401:00:19Tap to summarizeJoin us for an inspiring conversation with Wyatt Lonergan, a visionary investor at VanEck Ventures, as he shares his incredible journey of becoming a key player in Web3 and blockchain innovation. Wyatt’s story is one of curiosity, resilience, and a passion for building the future of finance. Whether you're an aspiring entrepreneur, a crypto enthusiast, or simply curious about Web3, this episode is packed with insights on stablecoins, DeFi, tokenized assets, and venture capital.What You'll Learn:💸 How Wyatt’s early travels to China shaped his entrepreneurial mindset 💸 The pivotal moment that sparked his fascination with blockchain and crypto 💸 Lessons learned from Circle Ventures and how they’re shaping VanEck Ventures💸 Why stablecoins are the "gateway drug" to crypto and their role in tokenized cash💸 VanEck’s investment thesis and what they look for in founders 💸 Exciting verticals like DePIN and AI in crypto, and why they’re undervalued 💸 Wyatt’s advice for first-time founders pitching to VCsThe future of tokenized assets and the convergence of equity and tokens💡 Why Watch?Wyatt’s journey is a testament to following curiosity and embracing adventure. From launching an e-commerce business in China to investing in groundbreaking Web3 projects like Legion and Czar, his story will inspire you to think big and stay resilient. If you’re curious about how blockchain is transforming finance or want to learn how to pitch to top VCs, this episode is for you!What’s your biggest takeaway from Wyatt’s journey? Are you excited about stablecoins, DePIN, or AI in crypto? Drop your thoughts in the comments below! 👇 Don’t forget to like, subscribe, and hit the bell 🔔 for more inspiring Web3 and venture capital content.************Follow Wyatt Lonergan :🔗 LinkedIn: / wyattlonergan 🔗 X: https://x.com/wyatt_lonergan************ ✉️ For any business inquiries, email me here: ck@ckogan.com ************ Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ************Subscribe to my channel: 🔗 / @constantinkogan ************ Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: / constkogan 🐦 Twitter: / constantin-kogan 🎙️ Podcast: https://anchor.fm/constantinkogan ************Timestamps:0:00 - Intro 01:25 - Early Years01:54 - Kickstarting a Career in Tech and E-commerce02:24 - Building Brands and Learning Product Development02:53 - Discovering Crypto: Bitcoin’s Rise in China03:49 - The Ethereum ICO and Internet Capital Formation04:45 - Joining Seed Invest and Pioneering Regulations05:44 - Thrust into Crypto: Circle’s Acquisition06:41 - From Circle Ventures to VanEck Ventures08:08 - VanEck’s For-Profit Fund and Strategic Superpowers09:34 - Inside VanEck’s Entrepreneurial Culture11:29 - VanEck’s Early Bet on Bitcoin ETFs12:22 - Paving the Way for Crypto ETFs12:51 - VanEck’s Investment Thesis14:49 - The Future of Stablecoins16:42 - Stablecoins as Acquisition Tools18:09 - Why VanEck Backed This Capital Formation Platform21:29 - Stablecoins and Tokenized Cash24:16 - The Boom of Tokenized Assets and Payments27:07 - Czar: Uber for Stablecoins in the Global South30:19 - Stablecoins as a Tool for Value Preservation31:18 - Undervalued Verticals: DePin and AI in Crypto34:12 - Backing Compute Marketplaces and AI Talent36:37 - Crunch: A Marketplace for Decentralized Intelligence38:05 - VanEck’s Typical Investment Checks and Strategy40:30 - Top 3 Red Flags for Founders Pitching VCs43:21 - How Fast Can VanEck Move on a Deal?44:41 - The Ideal Way to Approach VanEck Ventures47:00 - Pitching Tips for First-Time Founders51:22 - Blitz Round58:31 - Final Thoughts
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🚀 Will BNB Flip XRP in 2025? David J. Namdar on Crypto Treasuries | Ep. #97
Sep 1201:10:54Tap to summarizeIn this must-watch episode of Holistic Investments, host Constantin Kogan sits down with crypto veteran David J. Namdar, CEO of BNB Network Company! With over 10 years in the game, David shares his wild journey: from pitching Bitcoin to Millennium hedge fund in 2013 (and getting rejected for lacking shorts!), co-founding Galaxy Digital with Mike Novogratz during the 2017 bull run, launching the 2nd Bitcoin ETF attempt (right after the Winklevoss twins), and now leading the charge in digital asset treasuries as CEO of BNB Network Company (NASDAQ: BNC).Why BNB? David breaks down why BNB is the "digital equity infrastructure" powering Binance's 290M users and 40% of global crypto trading volume – outpacing Coinbase's market share 8x! Backed by CZ's Easy Labs (largest investor) and Tangem Capital, CA Industries holds the biggest BNB treasury on the planet. Learn how this MicroStrategy-inspired strategy (but for BNB) could 10x your exposure without direct access to Binance in the US. David predicts BNB surpassing XRP by end of 2025 – and why tokenized stocks, 24/7 markets, and AI agents will supercharge BNB Chain over Ethereum.Key Highlights:💸 David’s early days in crypto (2011!) and missed opportunities.💸 The rise of digital asset treasuries: From Bitcoin to BNB.💸 Why BNB could surpass XRP and dominate AI & robotics transactions.💸 Pro tips for CFOs and retail investors on navigating crypto volatility.💸 David’s personal philosophy: Live, Create, Have Impact (LCHI).David's mantra: Crypto is the ultimate meritocracy & non-zero sum game – grow the pie with ethics! If you're a Bitcoin maxi, BNB bull, or TradFi curiousddd, this is your blueprint for 2025 gains. Don't chase hype – HODL smart like CZ preaches.👉 Subscribe to Holistic Investments for more crypto deep dives with legends like CZ's team!************Follow David J. Namdar:🔗 LinkedIn: https://www.linkedin.com/in/namdar/?originalSubdomain=pr🔗 Twitter: https://x.com/namdar?lang=en🔗 Website: https://www.davidnamdar.com/************ ✉️ For any business inquiries, email me here: ck@ckogan.com ************ Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ************Subscribe to my channel: 🔗 https://www.youtube.com/@ConstantinKogan?sub_confirmation=1************ Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: https://www.instagram.com/constkogan🐦 Twitter: https://www.linkedin.com/in/constantin-kogan/🎙️ Podcast: https://anchor.fm/constantinkogan ************Timestamps:0:00 - Intro 2:26 - Background and Entry into Crypto5:12 - Pitching Bitcoin and Founding SolidX8:56 - Advice to Younger Self10:30 - Journey to Galaxy Digital14:29 - Shaping Crypto Views17:07 - Current Role and BNB Treasury Strategy21:47 - Choosing BNB as a Reserve Asset24:28 - CZ's Involvement and Rumors25:38 - Passed Opportunities in Crypto26:58 - MicroStrategy's Success and Advice for Corporates30:17 - Bitcoin Maximalism vs. Diversification31:32 - Why BNB? Unique Properties and Proxy to Binance34:44 - Binance's Potential IPO and Shift to DEXs41:12 - Transition to BNB Focus45:43 - How to Invest in BNC49:37 - Adoption by Public Companies and Future Liquidity52:23 - Risks, Net Asset Value, and Investment Upside54:57 - Responding to Critics on Strategy Risks1:03:51 - Blitz
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