Podcast: How To Survive A Bear Market | Olaf Carlson-Wee

Olaf Carlson-Wee discusses the market crash, what’s next and his crypto investment thesis

May 13, 2022 01:26 pm

On today’s episode of Empire, Olaf Carlson-Wee, Coinbase’s first employee and founder of Polychain, joins Jason and Santiago to discuss his views on the state of crypto.

Olaf Carlson-Wee reflects on crypto’s cycles and reoccurring themes and how they relates to the UST meltdown and today’s bear market. We then dive into Olaf’s investment philosophy, exploring his thoughts on the multichain future and what assets will accrue value. You’ll also hear Olaf’s unique take on the “one reason” DAOs should exist.

Don’t miss this fantastic episode with one of the most interesting and successful OGs in crypto.

Newsletter

Subscribe to The Breakdown

Plus, hear more on:

UST’s fate and algo stablecoins
The market outlook
Layer-1 vs layer-2 blockchains
And so much more!

Check out what they had to say in the video below.👇

About the show

“Empire” is a twice-a-week show where we share the real crypto stories that aren’t heard elsewhere. On Mondays, Jason and Santiago Santos interview crypto industry movers and shakers to talk about their struggles, bold moves and tough decisions. Finish off the week with Friday’s weekly roundup episode that covers the top news and narratives of the week.

For any NPR or Guy Raz fans out there, you can think of “Empire” as a “How I Built This” for the bitcoin and crypto industry.

Subscribe to “Empire” today on Apple or Spotify. Watch episodes on YouTube.

Get the news in your inbox. Explore Blockworks newsletters:

The Breakdown: Decoding crypto and the markets. Daily.
0xResearch: Alpha in your inbox. Think like an analyst.

Tags

Newsletter

The Breakdown

Decoding crypto and the markets. Daily, with Byron Gilliam.

recent research

Research

Solana’s Block Building Wars

Block building remains Solana’s most important problem because it directly shapes execution quality and market structure. In this report, we show that BAM delivers measurably better market structure outcomes today (faster slot times, earlier oracle updates, and stronger average markouts) than Harmonic. Harmonic’s median prop AMM markouts outperform but conceal materially worse left-tail events. The deeper issue is consistency: as long as single leaders maintain discretionary control over sequencing, some validators will defect to extract value. MCP remains the most credible long-term solution to Solana's market structure.

by Carlos Gonzalez Campo