The Great L0 Sybil Hunt, Robinhood's Meme Season and Is TON the next hot L1?

JUN 15, 2024 • 59 Min

Jose Maria Macedo (Delphi Labs) + 3 others
Jason Pagoulatos
Yan Liberman, CFA, CAIA (Delphi Ventures)
Duncan Reucassel
Jose Maria Macedo (Delphi Labs)
Disclosures: Nothing said on The Hivemind is a recommendation to buy or sell securities or tokens. T

Watch on Youtube:

Watch/listen on Spotify:

In this episode of the Hivemind podcast, the hosts discuss the recent ZK Sync Airdrop and compare it to the Layer Zero Airdrop. They debate the fairness of airdrops and the distribution of tokens to users. The conversation then shifts to a debate between Justin Drake and Tolly on the future of Ethereum and Solana. The hosts share their thoughts on the debate and their own holdings of ETH and Solana. Finally, they discuss the potential of Telegram’s Ton platform and its distribution advantage. The hosts discuss various topics including the security of messaging apps like Telegram and Signal, the launch of Symbiotic, the debate around economic security in cryptocurrencies, the potential for attacks on Bitcoin and other cryptocurrencies, the rise of celebrity coins, Robinhood’s acquisition of Bitstamp, the launch of L2 solutions by exchanges, macro trends in the market, and the secondary market for tokens.

Chapters

00:00 Introduction and Recap
01:08 Analyzing the ZK Sync Airdrop and Comparing it to Layer Zero
13:34 The Debate: Justin Drake vs. Totally on Ethereum and Solana
30:01 Security of Messaging Apps
31:28 Signal vs Telegram
32:54 Economic Security Debate
35:45 Potential Attacks on Bitcoin
40:27 Robinhood’s Acquisition of Bitstamp
44:11 Exchanges Launching L2 Solutions
54:26 Macro Trends: Impact of the US Dollar
55:53 The Secondary Market for Tokens

Listen On:

Jose Maria Macedo (Delphi Labs) + 3 others
Jason Pagoulatos
Yan Liberman, CFA, CAIA (Delphi Ventures)
Duncan Reucassel
Jose Maria Macedo (Delphi Labs)

Related episodes

Crypto Crossroads: ETFs, Politics, and Prediction Markets
DeFiCrypto Crossroads: ETFs, Politics, and Prediction Markets
By
Anil Lulla
Michael Rinko and Kevin Kelly: The Liquidity of Attention Drives Markets & Dictates Winners
DeFiMichael Rinko and Kevin Kelly: The Liquidity of Attention Drives Markets & Dictates Winners
By
Anil Lulla
EIGEN, Are VCs Evil, and Is It All Over?
DeFiEIGEN, Are VCs Evil, and Is It All Over?
By
Anil Lulla
This Time is Different? Dispersion in Alts and New Halving Narratives
DeFiThis Time is Different? Dispersion in Alts and New Halving Narratives
By
Anil Lulla