EIGEN, Are VCs Evil, and Is It All Over?

MAY 02, 2024 • 63 Min

Jose Maria Macedo + 3 others
Ceteris
Yan Liberman, CFA, CAIA
Duncan Reucassel
Jose Maria Macedo
Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. T

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Discussing about the recent Eigen layer airdrop and token announcement. The hosts summarize the main issues with the airdrop, including VPN blocking, non-transferability, and the snapshot timing. They share their opinions on these issues, with some arguing that non-transferability is not a big deal and others expressing frustration with the geo-blocking. The conversation then shifts to a discussion about points and their role in token distribution. The hosts debate the advantages and disadvantages of points and their potential impact on the industry. They also touch on the role of VCs and the perception of entitlement in the space. The conversation concludes with an exploration of Eigen layer and its unique approach to resolving subjective disputes through the use of the Eigen token and forking. In this conversation, the participants discuss various topics including the dispute resolution mechanism in Eigen, the market dynamics of Bitcoin and altcoins, the potential for real applications in DeFi, and the innovation in the lending space. They also touch on the importance of privacy in Bitcoin and the role of ETFs in providing privacy. Overall, the conversation highlights the need for actual applications and innovation in the crypto space.

Chapters

00:00 Introduction and Overview
01:33 Analyzing the Issues with the Eigen Layer Airdrop
28:21 Exploring Eigen Layer’s Approach to Subjective Disputes
31:19 The Need for Clearer Guidelines in Airdrops and Token Distribution
32:43 Eigen’s Dispute Resolution Mechanism
35:38 Bitcoin as a Macro Asset
38:27 The Importance of Auctions
45:44 Aave V4: Combining Decentralized Governance and Market-Driven Lending
57:06 The Importance of Privacy in Bitcoin

Listen On:

Jose Maria Macedo + 3 others
Ceteris
Yan Liberman, CFA, CAIA
Duncan Reucassel
Jose Maria Macedo

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