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In this episode, we’re joined by Mike Dudas and Carl Vogel of 6th Man Ventures to discuss infrastructure vs application-layer investments, the oversupply of general-purpose L1s, the viability of new chains like Monad, and the monetization strategies of crypto apps. We also dive into the evolving launchpad market, the future of DePIN networks, revenue-sharing models,and VC benchmarking.Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Tickets: https://blockworks.co/event/permissionless-iv
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Timestamps:
(0:00) Introduction
(0:47) Investing in Apps vs Infrastructure
(5:44) Will the L1 Premium Ever Go Away?
(7:17) Where Should Apps Launch?
(10:10) Determining Monad's Success
(12:42) Generating Revenue
(16:40) Crypto's Monetization Model
(19:13) The Launch Pad Market
(25:24) Streaming vs Text-based Social
(28:11) Launchpad Model Network Effects
(31:09) dYdX Snippet
(37:43) Defining Consumer Crypto
(40:32) Thoughts on the DePIN Sector
(54:33) Should VCs Benchmark Against Bitcoin?
(58:07) Liquid vs Private Investing
(1:04:20) What's Wrong With the Buyback and Burn Model?
(1:10:04) The Lack of DPI in the VC Space
(1:14:18) Are Valuations Too High?
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch
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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
In this episode, we’re joined by Ian and Teddy from Kairos Research to discuss the market rebound, validator economics, and Solana’s maturing infrastructure. We also cover structural Solana flows, ETF demand dynamics, and growing institutional interest in crypto assets. Finally, we dive into recent crypto M&A, Robinhood’s blockchain ambitions, and Hyperliquid’s potential as the next breakout ecosystem.Thanks for tuning in!
As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.
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Ledger, the global leader in digital asset security, proudly sponsors 0xResearch! As Ledger celebrates 10 years of securing 20% of global crypto, it remains the top choice for securing your assets. Buy a LEDGER device now and build confidently, knowing your precious tokens are safe.
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Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!
Tickets: https://blockworks.co/event/permissionless-iv
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Follow Teddy: https://x.com/TedDeFi
Follow Ian: https://x.com/Ian_Unsworth
Follow Danny: https://x.com/defi_kay_
Follow Boccaccio: https://x.com/salveboccaccio
Follow Blockworks Research: https://x.com/blockworksres
Subscribe on YouTube: https://bit.ly/3foDS38
Subscribe on Apple: https://apple.co/3SNhUEt
Subscribe on Spotify: https://spoti.fi/3NlP1hA
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh
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Timestamps:
(0:00) Introduction
(3:36) Market Outlook
(10:11) Overview of Kairos Research
(12:38) Ads (Algorand & Ledger)
(13:18) What Doesn't the Market Realize About Solana?
(23:06) ETF Flows
(29:32) DoubleZero's Impact
(33:38) Ads (Algorand & Ledger)
(34:42) Crypto M&A and Payments
(56:34) Will There Be Another DeFi Season?
(1:03:24) Hyperliquid's Ecosystem
(1:15:06) L1 Valuations
(1:20:17) Closing Comments
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place
Blockworks Research: https://www.blockworksresearch.com/
Free Daily Newsletter: https://blockworks.co/newsletter
--
Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.
