Ep. 181 Crypto’s Hidden Infrastructure Boom

I love it.

It's really speaking to things that I'm really interested in as well.

I'm always interested in that infrastructure layer that we want to talk about because it feels like a lot of opportunity there.

It makes me laugh whenever you say that a lot of your job is education.

You basically probably speak two languages.

you know you you have like probably like the yeah i was just looking at the twitter field digital and one of your tweets was gm world you know to a normal guy in a suit that it doesn't deal with crypto a lot they're probably like gm but like any crypto like dgen or somebody that's on the Twitter absolutely knows what that is.

And that's the way you communicate.

And it's really interesting how you can kind of bridge the gap.

And I look at it as like a really high level skill that you're able to communicate with these two different worlds and really just bring them together, make the understanding of what we live and breathe every single day and why it's so important.

And I guess I want to talk a little bit more about A lot of investors still focus on tokens.

You were just talking about this.

They focus on tokens.

They focus about ETFs.

They focus on exchanges.

They focus on miners.

Why do you really think the infrastructure layer could be really one of the biggest opportunities?

There's a number of different reasons.

I think, you know, from our product's perspective, it has a fundamental translation that public market investors and institutional investors can understand, right? So, you know, tokenomics, I think, are really groundbreaking and interesting.

But, you know, try to describe a buyback and burn through like a multi-sig and like how that works.

Like you've lost them like, you know, immediately, right? But you can say like, hey, I have this many users that look up the price and data feeds and like, you know, the transactions on chain like every day.

And we are expanding into the new chains that the Genius Act and the Clarity Act will enable once it gets figured out with the stablecoin chains that come out and exist.

Compliance is gonna have to be a big thing, right? And privacy, right? And all these protocols that are specializing in those things are going to be really important.

um you know networking and up times are gonna be super important people love to trade their tokens they love to trade their their their volatility but then you know if you can't do your transactions then we see it every time there's a bull market people just like you know rage on twitter right these things are going to get better and more improved and then it's also like very sustainable and there's arr right and so you have kpis you have metrics that investors really understand that gives the base We're not neglecting the on-chain world, right? There's going to be, you know, a token aspect of things.

Like, we have an equity business and an on-chain business, and it's going to be really important to have those two because everything's converging on-chain, right? That being said, though, you can't just, like, throw tokens on there and just expect people to, like, start coming on.

Like, build it and they will come.

I love it.

It's really speaking to things that I'm really interested in as well.

I'm always interested in that infrastructure layer that we want to talk about because it feels like a lot of opportunity there.

It makes me laugh whenever you say that a lot of your job is education.

You basically probably speak two languages.

you know you you have like probably like the yeah i was just looking at the twitter field digital and one of your tweets was gm world you know to a normal guy in a suit that it doesn't deal with crypto a lot they're probably like gm but like any crypto like dgen or somebody that's on the Twitter absolutely knows what that is.

And that's the way you communicate.

And it's really interesting how you can kind of bridge the gap.

And I look at it as like a really high level skill that you're able to communicate with these two different worlds and really just bring them together, make the understanding of what we live and breathe every single day and why it's so important.

And I guess I want to talk a little bit more about A lot of investors still focus on tokens.

You were just talking about this.

They focus on tokens.

They focus about ETFs.

They focus on exchanges.

They focus on miners.

Why do you really think the infrastructure layer could be really one of the biggest opportunities?

There's a number of different reasons.

I think, you know, from our product's perspective, it has a fundamental translation that public market investors and institutional investors can understand, right? So, you know, tokenomics, I think, are really groundbreaking and interesting.

But, you know, try to describe a buyback and burn through like a multi-sig and like how that works.

Like you've lost them like, you know, immediately, right? But you can say like, hey, I have this many users that look up the price and data feeds and like, you know, the transactions on chain like every day.

And we are expanding into the new chains that the Genius Act and the Clarity Act will enable once it gets figured out with the stablecoin chains that come out and exist.

Compliance is gonna have to be a big thing, right? And privacy, right? And all these protocols that are specializing in those things are going to be really important.

um you know networking and up times are gonna be super important people love to trade their tokens they love to trade their their their volatility but then you know if you can't do your transactions then we see it every time there's a bull market people just like you know rage on twitter right these things are going to get better and more improved and then it's also like very sustainable and there's arr right and so you have kpis you have metrics that investors really understand that gives the base We're not neglecting the on-chain world, right? There's going to be, you know, a token aspect of things.

Like, we have an equity business and an on-chain business, and it's going to be really important to have those two because everything's converging on-chain, right? That being said, though, you can't just, like, throw tokens on there and just expect people to, like, start coming on.

Like, build it and they will come.