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14/05/2025
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22/09/2023

Bored Ape Yacht Club - [Web3 Breakdowns, Replay]

Today, we're continuing our series of replays this week with the first episode we ever published. Almost two years ago to the day, I sat down with Patrick to talk about the Bored Ape Yacht Club. I hope you enjoy listening back to this episode as much as I did recently and I'll be back with new episodes, including our Q3 recap, very soon. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @patrick_oshag | @JoinColossus Show Notes [00:02:30] - [First question] - What the Bored Ape Yacht Club is [00:03:39] - Motivations for owning a Bored Ape compared to traditional art [00:07:46] - The scope of prices, hierarchy, turnover, and trading overview of these NFTs [00:09:51] - Distribution of rarity and why it matters [00:11:29] - How the project roadmap is managed by the member community [00:16:23] - Who are the members and the key stewards of steering the ship [00:18:08] - An example of a project where the owners don’t own the IP of their NFT [00:20:56] - Underlying fundamentals and utility behind owning a Bored Ape [00:26:36] - Thoughts on fungible tokens inside of non-fungible projects [00:29:06] - Ways to think about the value proposition of owning an Ape and an Ape token [00:30:36] - Different options for minting NFTs and their pros and cons [00:34:36] - Literal mechanics of the minting process [00:36:59] - Smart contract mediating of combining NFTs to generate rare ones [00:39:20] - Building a bottom up brand and other examples of this trend [00:41:50] - Are NFTs just gambling, or will they become investable assets like physical art [00:46:09] - Blockchain infrastructure of the NFT space and whether it’ll stay on Ethereum [00:48:48] - What makes the Bored Ape Yacht Club so innovative compared to other projects Learn more about your ad choices. Visit megaphone.fm/adchoices

22/09/2023

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51 min
28/12/2022

Carbon Reduction: Changing Business Practices

This week is the second half of our mini-series on the two major levers to reduce the impact of climate change. Last week, we covered Carbon Removal with Nan Ransohoff. Today we're focused on Carbon Reduction. To break down the business of decarbonization, I'm joined by Christian Anderson. Christian is the co-founder of Watershed, which helps companies like Monzo, Spotify, and Walmart measure, report, and act on their emissions. We discuss the impact on financial statements, why debt financing is key, and why people say no to climate programs. Please enjoy this breakdown. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss | @ReustleMatt Show Notes [00:02:14] - [First question] - Climate change as a result of the inertia of capital [00:03:44] - Financing a capital stock transformation for decarbonization [00:05:22] - Decreasing dependence on legacy tech to mitigate humankind’s energy debt [00:08:32] - System of incentives to use and invest in clean technology [00:10:59] - Banks and debt financiers getting into the climate effort [00:12:46] - How Watershed’s individual corporate customers approach decarbonization [00:15:30] - Complexity and recent progress to decarbonize industry [00:18:25] - How more effective energy will accelerate the decarbonization of supply chains [00:20:58] - Surprising cost curves for various clean energy processes [00:24:16] - Energy solutions for the most energy-intensive applications [00:26:44] - The impact on corporations’ balance sheets and stakeholders [00:29:49] - Why sophisticated companies are needed to drive the decarbonization transition [00:31:46] - How companies measure and then modify their carbon footprints [00:35:00] - Companies getting serious about climate issues in the past year [00:37:29] - Capital flowing to tech niches and the problem of infrastructure regulation [00:40:35] - Digital tools for decarbonization projects [00:42:43] - How new businesses approach the climate issue from inception [00:44:39] - Structure of Watershed’s buyers [00:46:53] - Why people and businesses say no to Watershed [00:48:55] - Perspectives across Watershed’s global markets [00:51:36] - The most worrisome aspects of the climate crisis [00:53:26] - Simplicity in the complex domain of climate change [00:54:39] - The overall sentiment toward the climate movement [00:57:37] - Forces that antagonize the climate movement [00:59:25] - An exemplary case study of Apple’s climate work

28/12/2022

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1 h 1 min
13/07/2023

Rethinking the Membership Model

Our guest today is Jay Clouse. Past guest Chris Hutchins told us that Jay had given him some of the best, contrarian advice on memberships. Naturally, that was enough of a hook for us so we got on the phone and asked him how to build a community around your product. Please enjoy this conversation with Jay Clouse. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by Scribe. Scribe is the presenting sponsor of this episode of Making Media and the magic behind the Colossus transcripts. One of the best decisions we made at Colossus was transcribing all of our audio into a searchable transcript library. We had been using another provider up until the summer of 2022 but we were constantly having issues with accuracy if our audio was just the slightest bit impaired. Whether it's training sessions, internal Q&As, or for media purposes, the value of transcripts is huge. And we are not alone. Scribe is the transcription service that powers all of S&P Global - like CapIQ - and the client list includes our friends at Tegus. Go to joincolossus.com/scribe to unlock 150 minutes of free transcription and test their capabilities. ----- Making Media is a property of Colossus, LLC. For more episodes of Making Media, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @ReustleMatt | @domcooke | @MakingMediaPod | @JoinColossus Show Notes (00:02:35) - (First question) – He tells us about is lead social experience (00:04:14) – The difference between online versus in-person communities (00:06:18) – What he thinks makes a good online community (00:07:54) – How he incorporates his principles into The Lab (00:10:31) – The driving force behind using videos on the platform (00:11:50) – Transitioning out of a guiding role when introducing new members to the platform (00:14:12) – The potential for replication of his platform membership idea (00:16:42) – The meaning of sticky community and its measure of success (00:18:21) – How scaling membership size can affect overall monetary growth (00:20:20) – His opinions on turning his business into solely a membership platform (00:22:01) – He explains how the renewal process for members works (00:24:10) – The percentage of creators treating their content as a business (00:26:00) – Moving from a multimedia business to just a singular outlet for content (00:28:13) – The dangers of consistent content advice (00:29:36) – Other advice to be cautious of when wanting to grow your platform (00:30:36) – The balance between giving up creative freedom for growth and staying true yourself (00:34:31) – His advice for those who are struggling to find success (00:35:56) – Timeless strategies for content growth (00:37:24) – His feelings on taking advice from experts in the field while being one himself (00:41:28) – Who he thinks people should study in the creator space (00:43:34) – Potentially acquiring jay.com (00:46:21) - Debrief

13/07/2023

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57 min
31/05/2024

Tony Cappell: Underwriting the Cannabis Industry - [Making Markets, EP.31]

My guest today is Tony Cappell, the Founding Partner at Chicago Atlantic. In 2018, Tony saw an opportunity to do private credit in Cannabis and has since built Chicago Atlantic is the largest lender in the space. We start by talking about the early days of Chicago Atlantic. We then move on to the challenges of underwriting in Cannabis, his views on the industry and on competition from other lenders. We end with a discussion on the overall private credit market. Please enjoy this conversation with Tony Cappell. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:02:31) Entering the Cannabis Private Credit Market (00:04:54) Challenges and Opportunities in Cannabis Lending (00:08:12) Market Segmentation and State Regulations (00:11:51) Credit Risk and Market Dynamics (00:15:12) The Life Cycle of A Cannabis Deal (00:20:12) Diversification Across State Regulations (00:23:47) Brand Power and Regulatory Concerns (00:28:13) Impact of 280E and Rescheduling (00:33:13) Private Credit and Investment Strategies (00:36:44) Challenges and Opportunities in Cannabis Lending (00:45:12) Private Credit Market Outlook (00:50:31) Entering Into an Agreed Asent in Cannabis Investing Learn more about your ad choices. Visit megaphone.fm/adchoices

31/05/2024

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51 min
21/07/2023

Gary Coover: Designing a Sustainable Token Economy - [Web3 Breakdowns, EP.79]

This is Eric Golden and my guest today is Gary Coover. Gary spent 8 years building Samsung’s innovation arm, Samsung Next, before he was drawn into the Web3 world. Today, he is the Chief Operating Officer of Superlayer, a venture studio focused on building Crypto startups. We start this conversation by analyzing what went wrong in the industry over the past 2 years, and why Gary advocates “Burying the Rails”. We then talk about Superlayer’s attempt to build an economically sustainable and inflation-resistant token model within their products, Hotline and Trophy. Please enjoy my conversation with Gary Coover. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by OKX. You may have seen OKX on McLaren’s Formula 1 race car or Manchester City’s football kit. But what is OKX? OKX has over 730 spot trading pairs, 280 derivatives markets, and 1000 options markets. It processes 400,000 requests per second with 99.95% uptime. That’s why over 20 million traders and institutions choose OKX when they want to trade. Visit okx.com to learn more. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag Show Notes (00:01:35) - (First question) - Things he got wrong while trying to launch his new business (00:03:27) - His view on NBATopShots as an inflation failure versus a crypto failure (00:05:48) - How his businesses differ from previously attempted token based companies (00:09:50) - Determining whether a founders business in capable of tokenization (00:11:54) - He tells us why a token is necessary for these businesses to be successful (00:13:52) - Examples of returning value to the wrong group of people (00:18:32) - He explains how users pay for content on the platform (00:19:33) - Using tokens for in platform purchases instead of centralized currency (00:21:18) - How the inflation economics work behind the token model (00:22:58) - Handling content on the platform that is deemed illegal or unethical (00:24:40) - Developing trust with creators that feel jaded from the past (00:27:00) - How he sees the business developing from a tokenless model to one with tokens (00:28:46) - How he approaches building the right tokenized economic structure (00:30:41) - The ability to charge by preference in either tokens or dollars (00:32:58) - Pros and cons of not having control over market volatility (00:34:49) - Which of his companies are currently using token based currency (00:37:48) - A look back at things he is proud he got right and still believes in (00:40:28) - What he sees in the space today that gets him excited (00:42:11) - What he is most excited to build over the next six months and six years Learn more about your ad choices. Visit megaphone.fm/adchoices

21/07/2023

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45 min
15/04/2022

GaryVee: The Future of NFTs - [Web3 Breakdowns, EP. 17]

This is Eric Golden and my guest today is serial entrepreneur Gary Vaynerchuk, better known as GaryVee. This conversation covers why Gary has so much conviction in blockchain technology, why he sees established companies willing to embrace NFTs, and his vision for how this new medium allows him to build and distribute value today, and far into the future. Please enjoy my conversation with GaryVee. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag Show Notes [00:02:06] - [First question] - Why NFTs are the future and why they’re so powerful [00:04:41] - How his long-term thinking has both helped and hurt his efforts in this space [00:06:24] - Being open about what he’s buying and how a public wallet changes that dynamic [00:09:21] - Whether one can participate in the NFT space without being all in [00:10:47] - How big brands are interacting with NFTs and their adoption cycle [00:12:10] - Whether or not they understand the longevity of their actions and decisions [00:13:46] - Thoughts on separating his public and private life online [00:16:44] - Where his drive and desire to entertain comes from [00:18:47] - How he lets people into his world and betting on people who are “one of us” [00:22:27] - Ways smart contracts will change the future of long term bets on assets [00:25:54] - Things that seem bizarre today that will appear obvious in hindsight [00:28:10] - What he’s most excited to see built in the next six months and six years Learn more about your ad choices. Visit megaphone.fm/adchoices

15/04/2022

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32 min
11/11/2022

EG Galano: Decentralized Infrastructure - [Web3 Breakdowns, EP.46]

This is Eric Golden and my guest today is EG Galano, co-founder of Infura. EG launched Infura out of ConsenSys in 2016 to meet a growing need for blockchain infrastructure providers. Our discussion covers the challenges of running an Ethereum node, how Infura convinced developers to trust a centralized service provider, and why Infura plans to decentralize in the near future. Please enjoy this conversation with EG Galano. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag Show Notes [00:02:08] - [First question] - How he first got involved with Ethereum and wound up at ConsenSys [00:04:57] - What made the idea of smart contracts so special and first got his attention [00:06:21] - The original inspiration behind building Infura [00:08:31] - What life was like trying to build on top of Ethereum before Infura [00:10:19] - Overview of what a node is and what it’s like to run one [00:11:49] - When the time came to outsource instead of handling infrastructure internally [00:14:15] - How Infura was initially received and whether or not blockchain participants and builders felt it went against their decentralized philosophies [00:19:48] - Going from an open source project to a monetized platform [00:22:49] - How their premium offering was received and which developers made them second guess themselves [00:24:14] - The story of Uniswap and how Infura influenced and impacted their success [00:27:52] - How the buying and trading of an NFT with MetaMask interacts with Infura [00:32:01] - Whether or not building applications on blockchains is more similar to on-premise servers than building on the cloud [00:34:08] - His thoughts about their market share and possible system fragility [00:35:39] - How their mission incentivizes them to help and support their competitors [00:39:14] - What he’s worried about that could go wrong when decentralizing infrastructure [00:41:11] - Jai Ramaswamy - Crypto Regulation and Enforcement [00:43:58] - Thoughts about decentralization, the benefits of it, and where Infura is headed [00:48:11] - Describing the future of Infura in a non-technical way [00:49:32] - The trigger that lead to making an immediate pivot in their trajectory [00:53:44] - What he’s most excited to see built in the six months and six years Learn more about your ad choices. Visit megaphone.fm/adchoices

11/11/2022

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57 min
14/02/2025

Hester M. Peirce: The Next Chapter of Crypto Regulations - [Making Markets, EP.55]

My guest today is SEC commissioner Hester Peirce, also known as the Crypto mom for her strong support of the industry. Commissioner Peirce was recently appointed as the head of the SEC’s new Crypto Task Force, and here, she lays out her overall, vision, key goals, and her thoughts on the Howie test and the tension between free markets and protecting investors. This is a short but very important episode just as web3 is on the cusp of a new beginning in America. Please enjoy this conversation with Commissioner Peirce. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Introduction and Previous Interviews Recap (00:01:06) The Creation of the Crypto Task Force (00:01:28) Goals and Challenges of the Task Force (00:03:30) Engagement and Regulatory Adjustments (00:06:18) Interagency Coordination and Legislative Efforts (00:07:57) Sandbox and Howie Test Discussion (00:12:55) Investor Protection and Autonomy (00:14:57) Future Vision Learn more about your ad choices. Visit megaphone.fm/adchoices

14/02/2025

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19 min
21/04/2023

Quarterly Market Recap: Q1 2023 - [Web3 Breakdowns, EP.67]

We’re back, a year after our first quarterly recap, to talk through the big ticket items from the past three months. We go in depth on the banking problems that affected crypto and traditional markets, tie that back to Bitcoin’s performance, and close with some thoughts on NFTs. Enjoy. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by OKX. You may have seen OKX on McLaren’s Formula 1 race car or Manchester City’s football kit. But what is OKX? OKX has over 730 spot trading pairs, 280 derivatives markets, and 1000 options markets. It processes 400,000 requests per second with 99.95% uptime. That’s why over 20 million traders and institutions choose OKX when they want to trade. Visit okx.com to learn more. ----- Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag Show Notes (00:02:12) - (First question) - The general feel and landscape of crypto in Q1 of 2023 (00:04:53) - The fallout Eric sees for the crypto space from recent bank collapses and more generally, risk in the industry (00:18:12) - How 24/7 markets and the broader banking system will function going forward (00:27:09) - An argument for the international stability of DeFi as enforced by bond vigilantes (00:29:38) - Balaji Covid tweet (00:34:55) - Why Ethereum now seems to be underrepresented in mainstream discourse (00:38:33) - The importance of Ethereum and the state of Solana as a competitor (00:41:04) - The state of the NFT market and why it seems so volatile and elusive (K2 NFT Collector) (00:46:24) - Matt’s recent NFT purchase (00:47:27) - How NFT creators are shaking up the art industry Learn more about your ad choices. Visit megaphone.fm/adchoices

21/04/2023

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49 min
01/12/2023

Will Peck: WisdomTree’s Digital Asset Strategy - [Making Markets, EP.6]

My guest today is Will Peck. Will is the Head of Digital Assets at WisdomTree, where he oversees the firm’s digital assets, crypto, and blockchain initiatives. After speaking with WisdomTree’s CIO, Jeremy Schwartz, a few weeks ago it was great to explore their digital strategy with Will. We discuss the firm’s digital roots, the complexity around launching a bitcoin ETF, and their innovative app – WisdomTree Prime. Please enjoy my conversation with Will Peck. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Show Notes: (00:02:05) - First Question - How he became the head of Digital Assets at WisdomTree (00:02:51) - Wisdom Trees first steps into the digital assets space (00:04:50) - Why he thinks bitcoin is not a replacement for gold (00:06:31) - His views on the US regulatory market and why launching in Europe is different (00:09:15) - FCC denial and what that means for GPTC (00:11:01) - The BlackRock twist that finally put things in motion (00:13:11) - The likelihood that similar businesses and assets will copy one another (00:16:37) - Derby style launching and splitting the pot (00:17:57) - Why he thinks ETFs make the most sense (00:20:13) - His macro take on where Bitcoin is (00:21:29) - The reason why they chose the public market versus private (00:24:08) - How black listing is handled when a financial firm launches a token (00:26:21) - What he thinks about the finality of settlement (00:27:53) - WisdomTree Prime’s focus on the wallet (00:31:24) - The big change for Wisdom Tree to build physical infrastructure (00:35:05) - He explains Prime (00:36:16) - Stable coins and what they are invested in (00:37:40) - How Wisdom Tree bond funds work (00:37:59) - Creating funds around regulatory ambiguity (00:39:06) - How bond funds pay interest to tokens (00:40:22) - Logistics behind moving tokens from a Prime wallet to another account (00:42:06) - Keeping record of tokens (00:43:38) - He talks about the token opportunities they are most excited about (00:46:24) - Steps to get a stable coin to pay interest (00:47:17) - What he's most excited for Wisdom Tree clients to experience Learn more about your ad choices. Visit megaphone.fm/adchoices

01/12/2023

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49 min

Definitive conversations on business and investing. Learn ideas, frameworks, and strategies from the world's best investors and operators.

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Colossus

Meilleures émissions

Bored Ape Yacht Club - [Web3 Breakdowns, Replay]

Carbon Reduction: Changing Business Practices

Rethinking the Membership Model

Tony Cappell: Underwriting the Cannabis Industry - [Making Markets, EP.31]

Gary Coover: Designing a Sustainable Token Economy - [Web3 Breakdowns, EP.79]

GaryVee: The Future of NFTs - [Web3 Breakdowns, EP. 17]

EG Galano: Decentralized Infrastructure - [Web3 Breakdowns, EP.46]

Hester M. Peirce: The Next Chapter of Crypto Regulations - [Making Markets, EP.55]

Quarterly Market Recap: Q1 2023 - [Web3 Breakdowns, EP.67]

Will Peck: WisdomTree’s Digital Asset Strategy - [Making Markets, EP.6]

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