56 - Authenticity in Crypto | 1confirmation

<p>Nick Tomaino and Richard Chen are partners at 1confirmation, a crypto venture fund with $75M+ in assets under management (AUM).</p> <p>In this episode, we explore the relationship between narratives and fundamentals in the space.<br /> ------<br /> 🚀 SUBSCRIBE TO NEWSLETTER: <a href= "https://newsletter.banklesshq.com/">https://newsletter.banklesshq.com/</a> <br /> 🎙️ SUBSCRIBE TO PODCAST: <a href= "http://podcast.banklesshq.com/">http://podcast.banklesshq.com/</a> <br /> ------<br /> GO BANKLESS WITH THESE SPONSOR TOOLS:</p> <p>⭐️ AAVE - BORROW OR LEND YOUR ASSETS<br /> <a href= "https://bankless.cc/aave">https://bankless.cc/aave</a> </p> <p>🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP<br /> <a href= "https://bankless.cc/go-gemini">https://bankless.cc/go-gemini</a> </p> <p>💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS<br /> <a href= "https://bankless.cc/monolith">https://bankless.cc/monolith</a> </p> <p>📈 KWENTA - DERIVATIVES TRADING WITH INFINITE LIQUIDITY<br /> <a href= "https://bankless.cc/kwenta%E2%80%8B">https://bankless.cc/kwenta​</a> <br /> ------<br /> Topics Covered:</p> <p>0:00 Intro<br /> 3:05 How this bull market feels<br /> 10:57 1confirmation's Thesis<br /> 14:40 Authenticity<br /> 18:26 Crypto-Natives vs. the fakes<br /> 26:05 Authentic 'ETH Killers,' Fake VC Chains<br /> 38:58 BinanceChain<br /> 43:53 Narratives vs. Fundamentals<br /> 49:30 On-Chain Verifiable Authenticity<br /> 1:01:00 MaRkEtS aRe eFfiCiEnT<br /> 1:05:07 Narrative Bull, Fundamental Bear<br /> 1:10:31 Dune Analytics & Data<br /> 1:20:25 What's The Next Big Thing?<br /> 1:24:02 The Changing Landscape<br /> 1:33:13 Bull Market Predictions<br /> 1:39:32 Closing & Disclaimers</p> <p>------<br /> Resources:</p> <p>Nexus Tracker<br /> <a href= "https://nexustracker.io/">https://nexustracker.io/</a> </p> <p>Richard's Superrare dashboard<br /> <a href= "https://duneanalytics.com/rchen8/superrare_4">https://duneanalytics.com/rchen8/superrare_4</a> </p> <p>Crypto Art<br /> <a href="https://cryptoart.io/">https://cryptoart.io/