Gm! This week we're joined by Mike Dudas & Carl Vogel of 6th Man Ventures for a discussion on the investing landscape in crypto. We deep dive into the Solana ETF application, why crypto needs more applications, the promise of AI & DePin, crypto's airdrop dilemma & much more. Enjoy!
--
Follow Mike: https://x.com/mdudas
Follow Carl: https://x.com/carlkvogel
Follow Dan: https://twitter.com/smyyguy
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
--
Access is the new way to support and consume content from your favorite creators. Over 140 subscriptions to select from, spanning from large crypto media to a long tail of talented independent researchers and artists.
No paying for subscriptions. Simply stake, consume, and get rewarded. Claim your free subscription through this link. But be quick there is a limited number available! https://tiplink.io/f/2384-Bm5cmDzMievw#0e6OFJ_z6eTET8hNa73DgtrCELQonflRQSETWlfzdvE
--
Subscribe on YouTube: https://bit.ly/43o3Syk
Subscribe on Apple: https://apple.co/3OhiXgV
Subscribe on Spotify: https://spoti.fi/3OkF7PD
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(01:16) The 6th Man Ventures Origin Story
(06:00) Solana ETF
(09:39) 6MV's Investing Thesis
(12:36) Access Protocol Ad
(13:15) Alt L1s
(14:53) Ethereum's L2 Roadmap
(19:49) Appchains & Composability
(23:40) Time For Crypto Applications.. Not Infra
(27:43) AI & DePin
(32:26) Permissionless III Ad
(33:29) Airdrops
(42:51) Crypto's Token Vesting Problem
(48:25) Liquid vs Venture Investing
(50:46) Advice For Founders
--
Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed 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. Mert, Dan and our guests may hold positions in the companies, funds, or projects discussed.