エピソード

  • DeFi Decoded - ETH is Mooning! Next Stop $10,000?
    2025/08/15

    Join Alex Tapscott and Andrew Young as they decode the world of Web3. Listen in as they discuss the resurgence of Ethereum, Tom Lee’s efforts in educating Wall Street, how crypto’s reflexivity and flywheel effects are fueling today’s market rally, what could happen if DATs begin trading below mNAV, key lessons from the rapid rise of DATs and how long the trend might continue, Circle and Stripe launching their own EVM-compatible L1 networks and the implications for Ethereum, whether $10K ETH or $200K BTC comes first, and more.

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    46 分
  • DeFi Decoded - Building the Web3 Equivalent to AWS with Nick White of Celestia
    2025/08/07

    Join Andrew Young as he decodes the world of Web3 with special guest Nick White, Vice President of Celestia Labs. Listen in as they discuss Nick’s background and journey into crypto, how to think about modularity and data availability in blockchain architecture, the future of decentralized applications and the use cases unlocked by Celestia’s scalable infrastructure, why Celestia is focused on growth over revenue right now, the economics of decentralized compute, whether modularity is the final evolution of blockchain design, the role Celestia fulfills within the Web3 ecosystem, the evolution of tokenomics and lessons from past models, and more.

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    51 分
  • DeFi Decoded - Investing in Crypto Investors with Ben Jacobs of Scenius Capital
    2025/07/30

    Join Andrew Young as he decodes the world of Web3 with special guest Ben Jacobs, Co-Founder and Managing Partner of Scenius Capital. Listen in as they discuss Ben’s background and crypto journey, the current state of the liquid crypto hedge fund universe, the rise of digital asset treasury companies and how they compare to traditional fund strategies, what’s going on in the crypto venture environment, how leading crypto fund managers are thinking about this phase of the market cycle, key crypto use cases on the horizon, how the industry will evolve over the next five years, and more.

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    57 分
  • DeFi Decoded - Wall Street’s Crypto Awakening with Matt Hougan of Bitwise
    2025/07/23

    Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest Matt Hougan, Chief Investment Officer of Bitwise Asset Management. Listen in as they discuss how the crypto market has matured to the point where companies are turning to public markets to raise capital and reach new investors, the paradigm shift in TradFi’s understanding of blockchains and tokenization this year, the primary drivers behind Ethereum’s recent rally and where it could reach by year-end, frameworks for valuing cryptoassets, the rise of digital asset treasury companies and their net impact on the market, how Bitwise sets itself apart, whether boom-bust cycles are a thing of the past, the ongoing alt season playing out in the stock market with crypto-related public equities, overlooked opportunities across the altcoin ecosystem, the potential for a Bitwise IPO, and more.

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    31 分
  • DeFi Decoded - Crypto Crime Stoppers! With James Smith of Elliptic
    2025/07/21

    Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest James Smith, Co-Founder of Elliptic. Listen in as they discuss the genesis of Elliptic in 2013 and how it’s evolved since, its scaling strategy to support the explosion of new blockchain networks, the current state of onchain crime and whether the claim that only criminals use crypto holds any weight, the rise of geopolitical crypto cyberwarfare following the $90M Nobitex hack, how chain tracing has matured from a simple compliance tool to a form of defense tech, the company’s experience educating traditional financial institutions during the onboarding process, how the intersection of crypto and AI is reshaping threat vectors, predictions for the year ahead, and more.

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    39 分
  • DeFi Decoded - Are Stocks the New Altcoins?
    2025/06/26

    Join Alex Tapscott and Andrew Young as they decode the world of Web3. Listen in as they discuss the growing bifurcation between cryptoassets and crypto equities following the GENIUS Act’s Senate approval, what’s happening in the altcoin market, whether a crypto IPO season is on the horizon, how equities and tokens compare, the accelerating convergence between TradFi and crypto, and more.

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    24 分
  • DeFi Decoded - Talking Scalability with Jeff Feng, Co-Founder of Sei, One of The World's Fastest L1s
    2025/06/19

    Join Alex Tapscott and Andrew Young as they decode the world of Web3 with special guest Jeff Feng, Co-Founder of Sei Labs. Listen in as they discuss the rise of next-generation layer 1 networks built for scale, Sei’s origin story, its evolution since inception, the exciting breakout potential of the onchain gaming and AI agent subsectors, why the Sei Foundation considered acquiring 23andMe, how blockchain can redefine data ownership, what’s ahead for Sei over the next year, and more.

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    51 分
  • DeFi Decoded - IPO or ICO? Why Not Both?
    2025/06/12

    Join Alex Tapscott and Andrew Young as they decode the world of Web3. Listen in as they discuss takeaways from Circle’s red-hot IPO, the powerful economics behind stablecoin issuers, Plasma’s $500 million raise in under ten minutes, the sharp contrast between Circle’s TradFi and Plasma’s onchain capital-raising approaches, the current dynamics in the crypto public equity landscape, how regulatory headwinds have flipped to tailwinds, what makes this market cycle unlike any before, Pump.Fun’s $1 billion raise at a $4 billion valuation, where we are in the cycle, and more.

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    40 分