Episode 124
Weekly News Roundup 09/11/20 (Crypto penetration by country, DeFi moats and valuations, how DeFi reminds us of PoW launches) (EP.124)
On The Brink with Castle Island · Castle Island Ventures
September 11, 202048m 48s
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Show Notes
Matt and Nic return for deals and news of the week. In this episode:
- the NFL is BACK
- Matt's predictions for the Patriots season
- New data on countries where crypto penetration is highest
- Mastercard launches a CBDC testing platform
- USDC launches on Algorand
- Past is prologue for stablecoins moving chains
- DCG continues to grow into a juggernaut
- Our Sushiswap explainer
- Can DeFi projects maintain sustainable moats?
- What distinguishes DeFi tokens from ICOs?
- Why you can't apply traditional equity earnings multiples to DeFi valuations
- How Sushi reminds us of Monero's origins
- How Curve reminds us of Dash's launch
- Why communities often stick with botched 'fair launches'
Content mentioned in this episode:
- Avichal Garg and Curtis Spencer on On The Brink
- Ruben Galindo appears on the show
- Jump Capital's mid-2020 crypto theses
- Chainalysis' 2020 global crypto adoption index
- Bitcoin: A Novel Economic Institution from Ark Invest