Onchain, Honestly!

Kaisa & Alenka

Onchain, Honestly is a conversation with the operators actually building crypto companies. Kaisa and Alenka sit down with founders and leaders to talk about what the pitch decks leave out: go-to-market, hiring, revenue, real traction, and the unglamorous mechanics of turning a protocol or product into a business. No hype, no theater. Just honest conversations about what works, what doesn't, and what it actually takes to build onchain.

Episodes

  1. 2d ago

    Onchain, Honestly! Ep.5 - ft. Nicholas Cannon from Gauntlet

    In this episode, Nicholas Cannon, Chief Business Officer at Gauntlet, discusses how data-driven risk curation is helping DeFi become safer, more resilient, and easier to access at scale. We cover how wallets, neo-banks, and enterprise integrations are becoming key distribution channels for onchain strategies, why Gauntlet currently sets performance fees at zero as part of a growth-first approach, and how that may evolve into sustainable monetization over time. We also discuss the growing role of institutional participants, from asset managers like Apollo to major banks, the future of crypto-native risk curators versus in-house strategies, and how recent industry hacks have shaped Gauntlet’s approach to security, resilience, and risk management. Chapters00:00 Introduction01:44 What is Gauntlet?08:30 Distribution and adoption curve across sectors.20:49 Business model and growth-first strategy.30:50 Institutional adoption and the role of risk curators.36:29 Security lessons and the future of safer DeFi. —Nicholas Cannon LinkedIn: https://www.linkedin.com/in/inkymaze/ Nicholas Cannon X: https://x.com/inkymaze Gauntelt: https://www.gauntlet.xyz/ Alea Reserach:  https://alearesearch.io/ Alea Research X: https://x.com/AleaResearch Alenka X: https://x.com/alenka_on_x Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/ Kaisa X: https://x.com/kaisakaisa_ Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/ — DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    48 min
  2. Onchain, Honestly! Ep.4 - ft. Patryk Krasnicki from Serotonin

    May 21

    Onchain, Honestly! Ep.4 - ft. Patryk Krasnicki from Serotonin

    In this episode, Patryk Krasnicki, Director of Research at Serotonin, discusses the evolving onchain credit landscape and how crypto credit markets are moving beyond short-term, crypto-native lending. We cover the main categories shaping the space, including credit issuance, capital allocation, infrastructure, and risk management, as well as why overcollateralized lending, tokenized institutional funds, and real-world credit are becoming important areas for DeFi. Resources: Report: https://se.ro/feed/article/state-of-onchain-creditArticle on the map: https://x.com/Solofunk/status/2048827810295218642Chapters00:00 — Introduction to onchain credit04:37 — Mapping the onchain credit landscape11:44 — Liquidity, yield, and institutional credit17:29 — Growth areas and risks involved 22.22 — On-chain origination, underwriting, and credit scoring 27:32 — What comes next? — Patryk Krasnicki LinkedIn: https://www.linkedin.com/in/patryk-krasnicki Patryk Krasnicki X: https://x.com/Solofunk Serotonin: https://serotonin.co/ Alea Reserach:  https://alearesearch.io/ Alea Research X: https://x.com/AleaResearch Alenka X: https://x.com/alenka_on_x Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/ Kaisa X: https://x.com/kaisakaisa_ Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/  — DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    33 min
  3. Onchain, Honestly! Ep.2 - Where Crypto Is Now: Native Builders Meet Institutions

    May 12

    Onchain, Honestly! Ep.2 - Where Crypto Is Now: Native Builders Meet Institutions

    In this episode, we use EthCC in Cannes as a starting point of where the crypto industry is right now.                                                                                                                                                                                                                                                                    We talk about the current market shift, the growing institutional presence, what builders and infra teams are prioritizing, and what operators are both worried and excited about.                                                                                                                                                                                                                                                            Featuring perspectives from: Anya — Director of EMEA at GalaxyFrancesco — Head of DevRel at MetaMask Simon — Product Marketing Lead at Gauntlet Azeem — Co-founder of Miden  Chapters00:00 Intro01:28 Episode setup & guest lineup03:19 Azeem (Miden) — Institutions care about tech, not price16:33 Anya (Galaxy Digital) — EthCC from an institutional lens22:03 Simon (Gauntlet) — EthCC recap32:53 Francesco (MetaMask) — Builders' Nights & EthCC vibe47:22 Takeaways — the bar is higher, and that's a good thing ---Simon X: https://x.com/0xSim0Azeem X: https://x.com/azeemk Anya X: https://x.com/Anya_Nova Franesco X: https://x.com/francescoswiss Alea Reserach:  https://alearesearch.io/ Alea Research X: https://x.com/AleaResearch Alenka X: https://x.com/alenka_on_x Kaisa X: https://x.com/kaisakaisa_ --- DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    49 min

About

Onchain, Honestly is a conversation with the operators actually building crypto companies. Kaisa and Alenka sit down with founders and leaders to talk about what the pitch decks leave out: go-to-market, hiring, revenue, real traction, and the unglamorous mechanics of turning a protocol or product into a business. No hype, no theater. Just honest conversations about what works, what doesn't, and what it actually takes to build onchain.

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