Colossus

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Chaîne • 3 émissions

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21/05/2025
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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
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
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
08/03/2024

Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]

My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he views public and private investing today. We also talk about his early career at Facebook, his media business, and of course, Crypto. Please enjoy this conversation with Pomp. 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 10 East. 10 East is a platform where qualified investors can co-invest on a deal-by-deal basis across private equity, private credit, real estate ventures, and other one-off opportunities typically unavailable through traditional channels. It's no surprise that founders, executives, and portfolio managers from leading investment firms are using 10 East to diversify their personal portfolios. Their level of sourcing and diligence is institutional grade. To learn more, check out 10east.com. ----- 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 Media (00:02:35) First Question - Crafting a lifestyle compatible with public life (00:05:24) The advantages of diverging from typical venture capitalist practices (00:07:54) Exploring unfair advantages in the investment sphere (00:12:58) Comparing internal and external investment strategies (00:14:11) The journey to launching a first business (00:20:34) Reflections on producing and sharing content (00:28:19) Emphasizing the need for diverse revenue streams (00:30:49) Tailoring content to fulfill specific objectives (00:35:31) Evaluating character within the investment community (00:40:50) Balancing established knowledge with current trends and news (00:45:06) Prioritizing being the chief marketing officer above other responsibilities (00:49:07) Discussing the downsides of public opinion sharing (00:55:00) Distilling the most profound recent lesson (00:59:05) Assessing the current phase of the Bitcoin cycle Learn more about your ad choices. Visit megaphone.fm/adchoices

08/03/2024

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1 h 1 min
05/05/2023

Eric Koziel: Gaming and Web3 - [Web3 Breakdowns, EP.69]

This is Eric Golden and my guest today is Eric Koziel, better known as Omnigamer in the gaming world. I was debating Web3 gaming as a use case, and my good friend told me that Eric knows more about gaming than anyone he has ever met, and I think he lives up to the billing in this conversation. Eric has worked in gaming and cybersecurity since 2012 and is now a game designer at Azra, a Web3 gaming studio. We start this conversation with a tour through the fascinating world of speed gaming before moving into the intersection of gaming and Web3, covering topics like balance between players, speculators, and collectors, the hostility of traditional gamers and Eric's thoughts on play to win. Please enjoy my conversation with Eric Koziel, Omnigamer. 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 (00:01:44) - (First question) - An explanation of speed-running in gaming (00:04:59) - The mechanics of speed-running and choosing an appropriate game (00:07:43) - Finding games with limited pre-existing knowledge to start the process (00:12:11) - Reverse-engineering games to gather data (00:13:58) - How individuals take pride in the process despite it being a public pursuit (00:15:41) - The balance between maintaining a game’s integrity and exploiting its shortcomings (00:17:22) - The participation ratio of hard core gamers versus trained software engineers (00:18:42) - Finding patterns in programmed randomness, often linear congruential generators (00:21:19) - An example of risk versus reward when improbable situations happen in games (00:22:27) - Speed-running in modern gaming (00:23:00) - Easter eggs,developer errors, and unintentional use of game tools (00:24:59) - The adversarial relationship between the designer and the player (00:28:19) - The negative reaction to web3 gaming from the traditional gaming industry (00:32:55) - Comparing and contrasting the goals of gamers and crypto enthusiasts (00:33:57) - How the Pokémon franchise has catered to speculators, players, and collectors simultaneously (00:37:50) - Determining Web3 asset value and the current need for in-game asset ownership for a better experience (00:42:10) - How gamers should aim to extract value from time invested in games, based on economies of scale (00:44:20) - The added complexity for developers with real-world economics in Web 3 games (00:50:28) - How developers balance exclusivity and inclusivity to maximize returns (00:52:07) - What he’s most excited to build over the next six months and six years Learn more about your ad choices. Visit megaphone.fm/adchoices

05/05/2023

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55 min
01/11/2024

Sam Rines: What the Election Means for Markets - [Making Markets, EP.48]

My guest this week is Sam Rines, economist, author and Macro Strategist at WisdomTree. Sam was the first guest on Making Markets one year ago, where a lot of his takes proved to be highly accurate. So we decided to record part II one week before the election. We start with his base case for the election, the potential scenarios, and what has and hasn’t been priced in. We then move onto a wider discussion on the economy, including the fed, the strength of the US consumer, AI and Sam’s portfolio positioning. Please enjoy this conversation with Sam Rines. 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 (00:01:04) Introduction to the Guest: Sam Rines (00:01:20) Election Scenarios and Market Implications (00:03:39) Potential Policy Impacts on Markets (00:07:50) Tax Policy and Economic Predictions (00:16:19) The Fed's Influence and Market Reactions (00:23:37) Unique Macro Research Approach (00:24:46) Resilient American Consumer (00:25:41) COVID's Impact on Savings and Spending (00:26:32) Cruise Industry Rebound (00:27:59) Travel and Leisure Boom (00:30:02) Income-Driven Expansion (00:30:53) Work-from-Anywhere Culture (00:32:33) Corporate Strategies and AI (00:39:11) Global Investment Insights (00:45:14) Hopeful Market Outlook Learn more about your ad choices. Visit megaphone.fm/adchoices

01/11/2024

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47 min
19/07/2024

Nat Eliason: The Wild World of Crypto - [Making Markets, EP.38]

My guest today is Nat Eliason, an internet creator and writer of the new book Crypto Confidential. Nat takes us on his wild journey in Crypto, where he made and lost millions, worked on exciting projects, and suffered through hacks and scams. We also talk about the Olympus project, how he’s built a career on being early and why he’s devoting the next phase to writing. Please enjoy this wide-ranging conversation with Nat Eliason. 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 (00:01:27) The Crypto Boom and Personal Journey (00:05:28) Challenges and Setbacks in the Crypto World (00:09:33) Risk Management and Financial Realizations (00:12:33) The Olympus DAO Phenomenon (00:23:51) Marketing and Community in Crypto (00:26:36) The Rome Cult Movement (00:27:11) Personal Note-Taking Journey (00:27:49) The Rise of Rome (00:30:59) Obsessive Interests and Career Challenges (00:33:47) Writing and Career Reflections (00:36:09) Exploring Fiction Writing (00:44:11) The Dark Side of Crypto (00:50:26) Current Crypto Market Insights Learn more about your ad choices. Visit megaphone.fm/adchoices

19/07/2024

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55 min
22/12/2023

Michael Lee - In Focus: The Market for Rare Photos - [Making Markets, EP.9]

My guest today is Michael Lee. Michael is a dealer in rare photographs and the director of Lee Gallery. Today, he takes us on a tour across this under-the-radar market. We talk about the difference between the primary and the secondary market, the buy side, and tastemakers. We also cover his process for finding buyers, pricing inventory and his view on NFTs. This is exactly the kind of esoteric market I wanted to explore when we transitioned the show to Making Markets, and I hope you enjoy this conversation with Michael Lee. 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 (00:02:22) - (First question) - Steps to becoming an art dealer (00:04:22) - Examining funding aspects for art dealers (00:06:21) - The function of independent art traders (00:10:09) - Comparing reproducibility: photography versus painting (00:11:10) - Delving into the buyer's perspective on photography (00:13:13) - Discussing the absence of external authorities in photography ratings (00:17:09) - Investigating the influence of museums in art (00:19:21) - Forecasting future trends in the art market (00:23:27) - Unraveling how transactions occur in the art world (00:28:07) - Clarifying the role of art galleries (00:30:45) - The intricate process of art collection (00:35:50) - Addressing perceived pretentiousness in art (00:41:55) - Exploring royalties within the art industry (00:45:08) - Grasping the factors affecting art pricing (00:53:00) - Analyzing why photography is currently in a 'fear stage' Learn more about your ad choices. Visit megaphone.fm/adchoices

22/12/2023

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55 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]

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

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]

Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]

Eric Koziel: Gaming and Web3 - [Web3 Breakdowns, EP.69]

Sam Rines: What the Election Means for Markets - [Making Markets, EP.48]

Nat Eliason: The Wild World of Crypto - [Making Markets, EP.38]

Michael Lee - In Focus: The Market for Rare Photos - [Making Markets, EP.9]

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