Vance Spencer and Michael Anderson, co-founders of Framework Ventures, join Jason on today’s episode of “Empire.” The founders have grown Framework’s assets under management from $14 million to over $1.4 billion in just three years.
The co-founders share their thoughts on the layer-2 scaling thesis and why every project will eventually fork their own layer-2. Vance and Michael believe the shift to layer-2s is inevitable — it’s the endgame in maximizing token value.
They then dive into staking and staking derivatives and why the Ethereum merge will bring about the birth of a new industry. This might be the most alpha ever dropped in one podcast — don’t miss it!
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(01:21) Yuga Labs debacle and scaling solutions
(07:40) Application-specific L2s
(09:07) Are L2 tokens parasitic to L1 tokens?
(11:27)The multichain future
(15:58) $10B hack prediction
(17:57) Lido and Staking
(23:27) Is The ETH Merge Priced In?
(27:41) How To Outperform ETH
(30:24) Fundamental Analysis
(32:54) Institutional strategies and the ETH flippening
(38:56) Paraswap Ad
(40:05) Bearish AMMs, Bullish PFOF
(45:14) Are we just recreating TradFi?
(47:22) Revisiting the OG DeFi protocols
(55:14) Investing in GameFi
(1:04:58) Enterprise blockchains
(1:09:54) Super DAOs
(1:11:54) 2022 Outlook
Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.