Allo.Capital

Allo.Capital

A podcast about the capital allocation layer of the tokenized internet. We are catalyzing a network of hackers, thinkers, and doers, to help fund what matters in the 21st century.

  1. 08/19/2025

    S2 EP 7 | Project Liminality: Stories, Crypto, and the Shift to a Regenerative Future

    What if the stories we tell aren't just entertainment but the very code that shapes our future?   In this episode, David Rug introduces Project Liminality and the Interbrain, a bold vision for collective intelligence and storytelling in the digital age. We explore how humanity can move beyond the failing systems of "Game A"—rooted in manipulation, chaos, and control—toward "Game B," a regenerative world built on inspiration, coherence, and shared truth.   David reveals why storytelling is the most powerful leverage point for change, how the Interbrain reimagines digital communication as a living, collaborative knowledge system, and why small "islands of coherence" could spark global transformation. We also discuss the parallels between Interbrain and blockchain, the idea of a "coherence beacon" for authentic consensus, and what a thriving 2035 could look like if we succeed.   Tune in to learn how stories, technology, and collective wisdom can help us step into a more abundant and interconnected future.   ---   Connect With Us:   Website: https://www.allo.capital/ X (Kevin Owocki): https://x.com/owocki X (Allo Capital): https://x.com/allo_capital   ---   Connect with David Rug:   🎧 YouTube: https://www.youtube.com/@project-liminality 🌐 OpenCollective: https://opencollective.com/projectliminality X (Project Liminality) https://x.com/PLiminality 💻 GitHub: https://github.com/ProjectLiminality   ---   Disclaimer: The content shared on this channel is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always DYOR and consult with a qualified professional before making any financial decisions.

    1h 1m
  2. 08/15/2025

    S2 EP 6 | Capital Allocation in Web3: Christopher Vitale & Kevin Owocki on Ethereum's Future

    How can philosophy and media theory help us design better systems for funding in Web3? In this episode, Kevin Owocki of Allo Capital sits down with Christopher Vitale, Associate Professor of Media Studies at Pratt Institute in Brooklyn, NY, founding member of the Graduate Program in Media Studies, and creator of Networkologies. Together, they explore how complexity, networks, and systems thinking can help reimagine the way capital flows in a decentralized world.   The discussion goes beyond funding models to tackle big questions around AI, coordination, and meaning. Christopher shares how AI is accelerating complexity in ways that challenge our current governance and funding systems, raising questions about agency, trust, and human creativity. Kevin ties this back to Allo Capital's mission, exploring how pluralistic, modular funding mechanisms can adapt to a world where capital allocation needs to happen at AI speed.   This episode is a unique fusion of theory and practice, where philosophy meets blockchain innovation. Whether you're a DAO steward, Web3 builder, or simply curious about how AI and complexity theory intersect with crypto, you'll gain fresh insight into how decentralized systems can evolve. Tune in to discover how the future of funding might be shaped not just by code, but by ideas drawn from networks, media theory, and the shifting landscape of AI.   ---   Connect With Us:   Website: https://www.allo.capital/ X: x.com/owocki | x.com/allo_capital   ---   Disclaimer: The content shared on this channel is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always DYOR and consult with a qualified professional before making any financial decisions.

    1h 2m
  3. 08/12/2025

    S2 EP 5 | Gitcoin 3.3: Evolving Capital Allocation for the Ethereum Ecosystem

    What will the next era of on-chain public goods funding look like? In this episode, Kevin Owocki, founder of Gitcoin and Allo Capital, shares his vision for Gitcoin 3.3—a post-AI, decentralized, and high-speed approach to capital allocation. Speaking at the Impact Evaluators Research Retreat, Kevin outlines how Gitcoin is evolving from a grants platform into an arena for capital allocation innovation, where multiple funding mechanisms compete, improve, and scale across the Ethereum ecosystem.   Kevin explains why Gitcoin is moving beyond its quadratic funding roots to embrace a pluralistic funding festival, empowering builders of capital allocation and impact evaluation software to test and scale their tools. By shifting from monolithic grants to modular domains—like quadratic funding, retroactive funding, and deep governance—Gitcoin aims to create a "proof of allocation intelligence" model. This approach rewards the most effective funding tools while generating long-term value for both the Ethereum community and partnering ecosystems.   Whether you're a DAO treasury manager, protocol steward, or public goods advocate, this episode offers a behind-the-scenes look at how capital allocation can move at AI-driven speed. Kevin also shares insights into how Allo Capital works as a "McKinsey for on-chain capital allocation" and how Gitcoin can partner with other ecosystems like Protocol Labs, Celo, and Arbitrum to evolve global funding intelligence.   ---   Connect With Us:   Mint an Allo Patron NFT at https://www.allo.capital/patron and join the Allominati.   Website: https://www.allo.capital/ X: x.com/owocki | x.com/allo_capital   TEMP CHECK - Gitcoin 3.3 (3,3): An Evolutionary Arena for Capital Allocation: https://gov.gitcoin.co/t/temp-check-gitcoin-3-3-3-3-an-evolutionary-arena-for-capital-allocation/22680   ---   Timestamps:   00:00 – Intro 01:10 Vision for Gitcoin 3.0 and the Post-AI DAO Structure 02:43 Switching to Visual Presentation on YouTube 03:07 From Gitcoin Founder to Allo Capital – Capital Allocation Expertise 05:00 The "Three-Three" Goal Between Stakeholders 10:00 The Case For and Against Gitcoin 3.3 11:55 Call to Action for Impact Evaluators 12:33 Difference Between Allo Protocol and Gitcoin 13:03 Evaluating Capital Allocation Effectively 14:03 Closing Remarks and Excitement for Gitcoin's Future 14:09 Outro   ---   Disclaimer: The content shared on this channel is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always DYOR and consult with a qualified professional before making any financial decisions.

    15 min
  4. 08/07/2025

    S2 EP 4 | How the Ethereum Foundation is Rethinking Ecosystem Support

    How do you fund ecosystem growth in a modular, decentralized future? In this episode, Kevin Owocki sits down with James from the Ethereum Foundation to talk about the future of ecosystem development—from local meetups and privacy languages to AI agents and capital allocation. James shares how the Ethereum Foundation is evolving from a core operator to an ecosystem enabler, with new teams focused on developer growth, enterprise collaboration, and supporting builders across the globe.   They explore why Ethereum's next decade won't just be about infrastructure, but about applications, coordination, and empowerment. From rethinking hackathons and developer tools to experimenting with AI-powered contract auditing, the conversation reveals where Ethereum is headed next. James also speaks about Ethereum localism, how the EF is embracing pluralism, and how on-chain funding can route capital more efficiently to the builders that matter.   This episode is a call to action for anyone shaping the Ethereum landscape—founders, developers, DAOs, and funders alike. Whether you're interested in zk privacy tools, stablecoin adoption, retroactive funding, or AI-powered governance, you'll leave with a clearer view of Ethereum's long game. The next wave isn't just tech—it's trust, tooling, and funding at the edges.   ---   Connect With Us:   Mint an Allo Patron NFT at https://www.allo.capital/patron and join the Allominati.   Website: https://www.allo.capital/ X: x.com/owocki | x.com/allo_capital   ---   Timestamps:   00:00 – Intro 01:10 From Staking Research to Ecosystem Development 02:12 Rethinking EF's Structure and Support System 05:39 Personalized Support for Founders, Devs, and Enterprises 07:27 Rethinking the Audience: Beyond Crypto Twitter 08:04 Ethereum as Neutral, Invisible Infrastructure 10:07 Lessons from the Internet Analogy 12:08 Layer 2s as Political Decentralization 13:50 The Future of Capital Allocation & AI Agents 15:20 Biggest Challenges in Ethereum Right Now 16:07 Opportunities in Developer Growth & Hackathons 18:07 Data-Driven Capital Allocation: The Next Frontier 19:39 Balancing Retroactive Funding with Forward Needs 21:01 Building with Vibe Coding & AI-Audited Contracts 23:43 New Primitives & App Layer Innovation 24:05 Trends to Watch: AI Agents & UX Abstraction 25:43 Stablecoins, NGOs, and Real-World Use Cases 27:10 Ethereum as an Abundance Network 28:03 Funding Chain Lightning & Co-Funding Initiatives 30:21 Privacy Programming Languages as Ecosystem-Wide Tools 31:59 Ethereum Localism & Community Hubs 35:09 Trust Networks and Capital Allocation at the Local Level 36:33 Final Vision: Ethereum as the Ultimate Settlement Layer 37:08 Call to Action – Gitcoin Grants and Getting Involved 37:48 Outro   ---   Disclaimer: The content shared on this channel is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always DYOR and consult with a qualified professional before making any financial decisions.

    39 min
  5. 08/05/2025

    S2 EP 3 | Octant 2.0: Capital Allocation Tools for Ethereum Ecosystem Growth

    How do we make public goods funding truly sustainable? In this episode, Kevin Owocki of Allo Capital is joined by Artem and Benjamin from Octant to explore a bold new model for capital allocation in Ethereum. They introduce Octant 2.0, a modular and yield-driven infrastructure that transforms idle treasuries into engines for long-term, regenerative funding—without drawing down principal.   The conversation dives deep into Dragon Vaults, Dragon Router, and Octant's new DeFi financial primitives. These tools let treasuries plug capital into existing yield strategies (like staking or lending), then route that yield directly into funding grants, retroactive rewards, or ecosystem growth—all via on-chain allocation mechanisms. They also introduce the vision behind the upcoming Ethereum Sustainability Fund, a decentralized endowment to ensure Ethereum's infrastructure and open-source software remain funded for decades.   Whether you're a DAO treasury manager, protocol steward, or regenerative finance builder, this episode offers a glimpse into the future of capital accumulation + allocation. It's about turning passive crypto assets into active funding engines—empowering communities, improving governance, and strengthening Ethereum for the long haul.   ---   Connect With Us:   Website: https://www.allo.capital/ X: x.com/owocki | x.com/allo_capital   ---   Disclaimer: The content shared on this channel is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always DYOR and consult with a qualified professional before making any financial decisions.

    28 min
  6. 07/31/2025

    S2 EP 2 | How DarkFi Is Reinventing On-Chain Privacy with Rachel-Rose O'Leary

    Can privacy and capital allocation work together on-chain? In this episode, Kevin Owocki, founder of Allo Capital and Gitcoin, sits down with Rachel-Rose O'Leary, core developer of DarkFi, to explore how anonymous blockchain tooling is opening new paths for DAOs, coordination, and financial freedom. They break down how DarkFi's Layer 1 protocol supports zero-knowledge smart contracts, encrypted messaging, OTC swaps, and even anonymous file storage—pushing the limits of privacy-first infrastructure.   Rachel shares the vision behind DarkFi: a platform for anonymous engineering where communities can coordinate, raise capital, and govern without revealing identities. The episode also dives into how DAOs on DarkFi operate with fully private treasuries and zero-knowledge proposals, and why this model could reshape how people organize and fund movements under threat or censorship. Kevin reflects on how privacy is becoming a core layer in the future of public goods and capital coordination.   If you're a developer, DAO builder, or just curious about the future of private systems, this episode is packed with real-world use cases, tech deep dives, and philosophical insights about sovereignty and anonymity. Tune in and discover how the next generation of capital allocation may be built not just with open data, but with encrypted trust.   ---   Connect With Us:   Mint an Allo Patron NFT at https://www.allo.capital/patron and join the Allominati.   Website: https://www.allo.capital/ X: x.com/owocki | x.com/allo_capital   ---   Timestamps:   00:00 – Intro 03:06 What Is DarkFi? 08:47 Why Privacy Matters 12:48 Upcoming DarkFi Releases 14:44 What Mining DarkFi Means 18:47 Vision for DarkFi's Future 23:07 Applications Only Possible with Privacy 26:57 Working Anonymously with a Team 27:11 Inside the DarkFi DAO 36:56 DAO Privacy Levels & Voting 39:55 Evolution of DAOs with ZK Tech 40:56 No EVM Compatibility, Simplicity Philosophy 52:32 Building on ZK with Low-Level Language 53:07 Where to Learn More About DarkFi   ---   Disclaimer: The content shared on this channel is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always DYOR and consult with a qualified professional before making any financial decisions.

    57 min
  7. 07/29/2025

    S2 EP 1 | How Conditional Funding Markets Are Changing Crypto Governance

    What if grant funding was no longer decided behind closed doors—but by the market itself? In this episode, the Uniswap Foundation teams up with Optimism, Butter, and key voices in Ethereum governance to explore Conditional Funding Markets (CFMs) and Futarchy. These new on-chain mechanisms allow participants to "bet on beliefs" with real or reputational skin in the game—creating more transparent, scalable, and data-driven ways to allocate capital across the decentralized ecosystem.   We hear from Kevin Owocki, founder of Gitcoin and now leading Allo Capital, as he breaks down why traditional grant systems are broken—and how on-chain tools like retro funding, quadratic voting, and CFMs unlock a future of continuous and modular capital allocation. Real-world experiments are already live: Uniswap is using prediction markets to decide which lending protocols—like Compound, Morpho, Euler, or Venus—will receive $1M in grant funding based on projected TVL impact.   Whether you're building in DeFi, researching governance models, or just curious about what's next for DAOs, this episode delivers deep insight into how crypto-native mechanisms can improve collective decision-making. Tune in to learn how this shift toward performance-based, credible neutrality could change how the internet allocates resources.   ---   Connect With Us:   Mint an Allo Patron NFT at https://www.allo.capital/patron and join the Allominati.   Website: https://www.allo.capital/ X: x.com/owocki | x.com/allo_capital   ---   Timestamps:   00:00 – Intro 03:41 – Uniswap's Governance Innovation 04:18 – Explaining Futarchy Like You're 5 06:33 – Traditional Grant Allocation Is Broken 08:36 – Why Vaughn Built Butter 11:13 – Overview of the Optimism Futarchy Experiment 14:16 – Vote on Values, Bet on Beliefs 16:18 – Aggregating Better Signals Through Markets 20:19 – Comparing Futarchy vs. Quadratic Funding 22:24 – Skin in the Game = Better Decisions 24:38 – What Is Info Finance? 27:46 – How CFMs Work in Practice 32:42 – Results of the Optimism Futarchy Experiment 41:49 – Futarchy Beyond Grant Funding 44:39 – Uniswap Foundation's CFM Pilot Explained 48:34 – Total Capital Allocated 49:15 – How to Participate in Butter Markets 52:43 – Vision for Credible Neutrality in Governance   ---   Disclaimer: The content shared on this channel is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always DYOR and consult with a qualified professional before making any financial decisions.

    55 min

About

A podcast about the capital allocation layer of the tokenized internet. We are catalyzing a network of hackers, thinkers, and doers, to help fund what matters in the 21st century.