Two Degens podcast

5-minute crypto updates & degen interviews
3x cycle survivors
We love the ETH

[Two Degens podcast @twodegenspod]

Great chat w/ @0xJimmyYin about @izumi_Finance LaaS (liquidity as a service) and crypto back in the glorious 2017 days 💥 true OG

Epi: https://t.co/VLxe3DmPiV

Izumi: https://t.co/3hc4KbkmiM

[Two Degens podcast @twodegenspod]

5. @AxieInfinity leading gaming vol (7d = $9.4M)

6. @Croesus_BTC on why the BTC 🐂 is back

7. Bali guvnah warns against crypto for payments

8. @CryptoHayes predicts inflation will bottom the ntick higher

and more!

https://t.co/IeDG2oKZ2X

[Two Degens podcast @twodegenspod]

Latest 5-minute crypto

1. Globalization continues - with some minor tweaks

2. ETH gas usage - 26% is DEX trading, 12% is NFT mints

3. If ETH were Nvidia, it would be $7200 cc @Adrianofer37174

4. @iamzeroika on narratives: tokenized RWA, gamble-fi, memez

👇🏽

[Two Degens podcast @twodegenspod]

Some great links:

https://t.co/8iRzWc1Wkj

https://t.co/7Gc2XUWJJf

https://t.co/brzH33S28J

[Luca Dellanna @DellAnnaLuca]

The recent wealth tax increase in Norway was expected to bring an additional $146M in yearly tax revenue

Instead, an estimated $54B-worth of ultra-rich left the country, leading to a lost $594M in yearly wealth tax revenue

A net decrease of $448M+

(sources and calculations ↓)

[Two Degens podcast @twodegenspod]

Today's 8 min crypto

-@vaneck_us $ETH report: $5.3K today, $11.8k by 2030

-@federalreserve '22 report: 3% use crypto to transact

-@Reuters says @Binance mixed customer & exchange funds

-HK crypto retail trading 6/1

-@rektdiomedes on self improvement

https://t.co/hHMsZR0u4V

[Two Degens podcast @twodegenspod]

ETH valuation report from @vaneck_us. Great stuff

tldr: ETH has present value of $5.3K and implied price of $11.8K in 2030

Personally I think ETH will hit $10K in the next cycle

@bankless has a great podcast deep dive

Source: https://t.co/dGNkncbYsO

[Two Degens podcast @twodegenspod]

Great review of crypto / blockchain VC landscape @HuttCap

Takeaways:
-track 224 funds w $34B USD
-2/3 are first time funds (~150)
-fastest growing is funds < $50M
-N America dominates - 2/3 of funds, 84% of 💰

https://t.co/FBhH95jJeb

#blockchainVC #cryptoVC

[Two Degens podcast @twodegenspod]

Why bitcoin beats eg, ETH

Gopher had a head start, but slowly lost ground because it was less censorship resistant, required more top-down oversight, and because it fell apart in many different forks. After several years of competing, the WWW started to dominate...

[Two Degens podcast @twodegenspod]

Today's 5 minute crypto is a deep dive into @TuurDemeester @AdamantResearch @unchainedcap special report on the "Bitcoin boom" 🌽💥

Original PDF:
https://t.co/N54o5q0Gu4

Episode:
https://t.co/8dmmCnXekf

Sharing a few excerpts below
👇🏽👇🏽👇🏽

[Two Degens podcast @twodegenspod]

Bitcoin as digital real estate:

Investing in bitcoin, we believe, is like having the ability to buy shares of a general “Internet ETF” back in the early 1990s, or like being able to buy undeveloped land on Manhattan Island at the start of the Industrial Revolution

[Two Degens podcast @twodegenspod]

6. @PayPal user crypto holdings = $1B (50% BTC, 36% ETH)

7. @blockware BTC stats: 67.5% BTC not moved in 1+ yr

8. @pudgypenguins @LucaNetz raise $9M seed (!)

9. @bitcointalk forum still holds 1250 #BTC

https://t.co/FWKV4vmsR0

#twodegens #loveyou

[Two Degens podcast @twodegenspod]

Today's 5 min cryptoooo

1. @tether buy $BTC w 15% of profits

2. @Ledger: controversy, new feature for seed recovery

3. @miladymaker analysis from @edgeville

4. @ZakaiMill on ERC-6155 (NFTs = wallets)

5. #AbuDhabi builds 250MW bitcoin farm

https://t.co/FWKV4vmsR0

👇🏽 more

[Two Degens podcast @twodegenspod]

5. @saylor explains why he's bull on #Ordinals #BRC20

6. Why Norwegian $krone is a fraudcoin @enur72

7. @veradittakit on optimistic v zk-rollups

8. @0xKofi with deep insights on tokenomics

9. @JaneStreetGroup & @jump_ leaving US?

thank you degens 🙏

https://t.co/Tesk90BGDS

[Two Degens podcast @twodegenspod]

Today's 5 min crypto ⏰

1. First BTC trade (500BTC = 1 jpeg!)

2. Cosmos alfalfa from @Delphi_Digital (native $USDC, @dYdX v4)

3. $1 on @solana = buy & sell NFT, enter raffle, LP, &&

4. @RuneKek on @makerDao roadmap (subDAOs, new gov token)

https://t.co/Tesk90BGDS

👇🏽more👇🏽

[Two Degens podcast @twodegenspod]

fun chat with @TheDegenBoii on all things early crypto, working with @0xPolygon #matic, @QuickswapDEX, the alfalfa of ERC6551, @maplestory's crypto moment, and more

🙏🙏🙏

https://t.co/8rYAh3f8nD

#threedegens

[Two Degens podcast @twodegenspod]

⏰ 5 minute update for y'all degens ⏰

1. @binance leaves Canada cuz regs

2. @tether owns $1.5B 🌽

3. @stablekwon pays $436K bail in #Montenegro

4. @IRSnews files $44B claim on FTX / Alameda

5. @opensea = retail, @blur_io = heavy traders

+more

https://t.co/USeM80MDqO

[Two Degens podcast @twodegenspod]

Today's 5 min crypto⏳

1. @AragonProject battling "activist" investors incl @arca on token buybacks

2. @blockworks raises $12M for research, data ($135M val), grats!

3. BRC-20 supply 💥💥

4. @hasufl on the "transaction supply chain" ⛓

+more

https://t.co/464qdhhqIS

[Two Degens podcast @twodegenspod]

@GuerillaBunny @BackTheBunny yes ser 🫡

[Two Degens podcast @twodegenspod]

Just published our convo with @rabbitx_io DeFi builder @BackTheBunny about crypto, philosophy, parallels between crypto and guerrilla warfare, and more!

https://t.co/N3wSVio8oZ