Fundamentals Token Terminal

In this episode, we're joined by Sandeep Nailwal and Marc Boiron from Polygon. We discuss the notion of prediction markets and their increasing relevance in the crypto space, driven by the success of Polymarket. We then focus on both the technological and economic aspects of the evolving blockchain landscape, highlighting AggLayer, Polygon’s solution for creating an infinitely scalable blockchain ecosystem. This ecosystem aims to provide economic sovereignty for individual chains while ensuring unified liquidity and interoperability.

We explore the concept of the internet of value and how Polygon is positioned to facilitate its adoption. Topics include the current state of the blockchain market, Polygon’s business case for developing AggLayer, and how developers should evaluate Polygon compared to other ecosystems.

Tune in for an insightful episode on the fundamentals of Polygon.



Make sure to leave a comment if you have any questions 🙌



Polygon: https://polygon.technology/

Polygon (X): https://x.com/0xPolygon

Sandeep (X): https://x.com/sandeepnailwal

Marc (X): https://x.com/0xMarcB



Timestamps:

00:00 Introduction

01:39 Solar Flares and the Carrington Event

05:05 Polymarket: The Rise of Prediction Markets

10:44 The Future of Blockchain and AppChains

15:31 Building the Value Layer of the Internet

22:12 AggLayer: Polygon's Vision for Mass Adoption

28:28 Governance and Sovereignty in the AggLayer

29:07 Technical Foundations and Pessimistic Proofs

32:05 Polygon's Collaborative Ethos

41:43 Competitive Landscape and Builder's Perspective

50:03 Business Case and Economic Model



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Crypto redefines the way businesses are built and operated.

Token Terminal gives you the tools to evaluate and track the most promising projects.



#Polygon #AggLayer #Blockchain #TokenTerminal

In this episode, we’re joined by Cosmo Jiang, Portfolio Manager at Pantera Capital to discuss the details behind Pantera’s largest investment ever, into The Open Network – or TON – the Layer 1 network originally designed by Telegram. 



We speak about Pantera's long-term approach to fundamentals-based investing, and walk through their typical deal sourcing and due diligence processes. We explore the factors the helped Pantera build conviction for their largest investment to date, including the strategic partnership between Telegram and TON, how TON is uniquely positioned to onboard the first billion users to crypto, the importance of a thriving developer ecosystem, the impressive traction that mini games have been seeing on TON, and the growth of stable coins on the network. 



We also speak about Pantera’s bull case for TON, the risks and unanalyzables related to the investment, and how Pantera is supporting TON's growth post-investment. 



Tune in for a great episode on the fundamentals of both Pantera and TON.



Investing in TON Network: https://panteracapital.com/blog-investing-in-ton-network/

TON, Our Largest Investment Ever: https://panteracapital.com/blockchain-letter/ton-our-largest-investment-ever/



Pantera: https://panteracapital.com/

Pantera on X: https://x.com/PanteraCapital

Cosmo on X: https://x.com/cosmo_jiang



Timestamps:

00:00 Introduction

01:37 Meet Cosmo Jiang

04:38 Overview of Pantera

08:29 How TON Hit Pantera’s Radar

11:11 Telegram's Strategic Partnership with TON

15:38 Pantera's Due Diligence Process

21:15 Building Conviction for TON Investment

24:58 Telegram vs. Other Community Platforms

28:12 Gaming on TON

34:46 Notcoin & Hamster Kombat: The Popularity of Idle Games

36:06 Payments and Stablecoins on TON

40:40 Value Accrual and Investment Potential of TON

42:06 Risks and ‘Unanalyzables’

47:53 Supporting TON’s Growth

51:11 Conclusion and Future Outlook



Make sure to leave a comment if you have any questions 🙌



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Crypto redefines the way businesses are built and operated.

Token Terminal gives you the tools to evaluate and track the most promising projects.



#TON #Pantera #TokenTerminal

In this episode of the Fundamentals Podcast, we’re joined by Zach Pandl, the Head of Research at Grayscale. Zach talks about his career transition from Wall Street to the crypto industry, the compelling reasons behind his move, and his role at Grayscale.



Zach outlines the potential of digital assets, driven by large addressable markets, network technologies, and the Bitcoin macro trade. Additionally, Zach shares his insights on the macro factors impacting the crypto market today and the importance of federal reserve policy on Bitcoin’s price.



We walk through Grayscale's product suite, including their flagship Bitcoin and Ethereum related products, and the launch of mini trust products and new investments in protocols like Stacks and NEAR. He explains Grayscale's approach to evaluating crypto projects through fundamentals-focused metrics such as daily active users, fees, and transactions. 



Lastly, Zach highlights the role of research in both investor education and product development at Grayscale, and shares his optimistic outlook on the future impacts of digital assets and Grayscale's ongoing mission to provide innovative crypto investment products.



Tune in for a great episode on the fundamentals of crypto.



Make sure to leave a comment if you have any questions 🙌



Timestamps

00:00 Introduction
01:31 Meet Zach Pandl: From Wall Street to Crypto
03:20 Why Crypto Is the Future of Finance
08:36 Grayscale: A Pioneer in Crypto Asset Management
10:25 Grayscale’s Four-Stage Product Life Cycle
12:24 Macro Trends Driving Crypto
17:35 How Important Is the Presidential Election for Crypto?
20:37 Overview of Grayscale's Product Portfolio
21:45 Flagship Products (GBTC & ETHE) and Upcoming Mini Trusts
24:02 New Private Placements: Stacks and NEAR Trusts
28:19 The Role of Research at Grayscale
34:50 Grayscale Crypto Sectors
38:07 External vs. Internal Research
39:21 Onchain Data and Fundamental Analysis
43:25 Looking Ahead



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Crypto redefines the way businesses are built and operated.

Token Terminal gives you the tools to evaluate and track the most promising projects.



#Grayscale #Crypto #TokenTerminal

In this episode, we're joined by Unique Divine – Co-Founder and CEO of Nibiru Chain – to dive into the general-purpose L1 blockchain featuring superior throughput potentially exceeding 40k TPS. The discussion covers its core value propositions, including the use of WASM smart contracts, the upcoming high-performance EVM execution layer, and optimizations like scalable data indexing and advanced developer tooling. 

We explore which applications are best suited for Nibiru, current performance metrics, economic sustainability, and the future roadmap of Nibiru, including its growth and the challenges it faces.



Timestamps:

00:00 Introduction to Nibiru Chain

00:27 Core Value Proposition and Optimizations

02:55 Developer Tools and Ecosystem

03:53 Current Applications and Use Cases

06:43 Performance Metrics and Blockchain Landscape

10:30 Team Composition and Network Stakeholders

14:35 Economic Model and Sustainability

24:07 Onchain Data and Business Development

29:43 Future Roadmap and Conclusion





Make sure to leave a comment if you have any questions 🙌



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Crypto redefines the way businesses are built and operated.

Token Terminal gives you the tools to evaluate and track the most promising projects.



#Nibiru #Blockchain #TokenTerminal

In this episode, we’re joined by Christopher Jensen, Director of Digital Asset Research at Franklin Templeton.



We speak about Franklin Templeton's fundamentals-driven approach to digital asset investments research, and internal analysis to understand protocols, tokens, and value accrual. Our conversation also touches on client demand, institutional interest, and the creation of a comprehensive product suite to cater to varying levels of demand and knowledge. Christopher highlights the importance of onchain data, the use of blockchain technology for operational efficiencies, and the ongoing exploration of new crypto use cases like decentralized physical infrastructure networks (DePIN). Additionally, we speak about Franklin Templeton's pioneering efforts in launching the first tokenized money market fund, and their plans for the future.



Tune in to learn about how Franklin Templeton is navigating and contributing to the onchain future.



Franklin Templeton: https://www.franklintempleton.com/

X: https://twitter.com/FTI_DA

Christopher Jensen: https://www.franklintempleton.com/profiles/christopher-jensen



Make sure to leave a comment if you have any questions 🙌



Timestamps:

00:00 Introduction

01:00 Sudden Shift in Crypto Policy

03:36 Franklin Templeton's Digital Assets Focus

06:17 Institutional Interest and Client Demand

09:13 Bitcoin ETF and Market Impact

10:50 Barriers to Adoption and Education

13:43 Protocol Economy and Value Accrual

19:08 Metrics and Methods for Evaluating Digital Assets

24:38 Sustainability and Competitive Moats in Web3

27:55 Utilizing Onchain Data for Research

29:57 Franklin Templeton's Node Operations

33:11 Challenges and Insights from Running Nodes

38:16 Franklin OnChain U.S. Government Money Fund

46:13 Bringing Capital Markets Onchain

49:10 Partnerships and Strategic Integrations

51:49 Promising Crypto Use Cases and Killer Apps (Case DePin)



-------



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Crypto redefines the way businesses are built and operated.

Token Terminal gives you the tools to evaluate and track the most promising projects.



#FranklinTempleton #TokenTerminal #Crypto #Onchain

In this episode, we’re joined by Jesse Pollak, the Creator of Base. Our conversation dives into the details behind moving Coinbase onchain, building Base as a ‘company within a company’, and combining the strengths of Coinbase and Optimism to create a global onchain economy. 



We speak about Base’s lean and engineering-driven team structure, the purpose of economic alliances between chains, pioneering governance strategies, standardising metrics in the industry, and the paradigm shift that building onchain enables for decision-making, product development, and more efficient business operations. 



Tune in for a great discussion about the fundamentals of Base and building onchain.



Let's get Jesse bald! https://letsgetjessebald.com/



Base's dashboard on Token Terminal: https://tokenterminal.com/terminal/projects/base



Onchain Summer: https://base.mirror.xyz/HoH9cZVi8CMdvxVUNjvOzceUPVQcVZvvkf8ZbCOVOco

BaseCamp 001: https://base.mirror.xyz/GL6dd2CfZuG3dVd_jZAZJLjYP8h7NRk0falVV6O7RqQ



Base: https://www.base.org/

Jesse on X: https://x.com/jessepollak

Base on X: https://x.com/base



Make sure to leave a comment if you have any questions 🙌



Timestamps:

00:00 Introduction

00:52 Let’s get Jesse bald!

03:07 Why build Base as a company within a company?

05:44 Is Base to Coinbase what AWS is to Amazon?

06:20 The future of compute: Onchain and serverless

10:40 From legacy systems to onchain: a practical approach

13:40 What makes DAOs powerful?

16:22 Team composition and hiring at Base

24:49 Standardizing metrics in the industry

25:44 Introduction to the Superchain ecosystem

27:14 The importance of interoperability and asset fungibility

31:16 The economic arrangement between Base and Optimism

33:17 Base as the hub of the onchain economy

37:24 Coinbase x Optimism: An iconic duo

38:04 Governance as a differentiator with L2s

45:18 Leveraging onchain data for growth and decision making



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Crypto redefines the way businesses are built and operated.

Token Terminal gives you the tools to evaluate and track the most promising projects.



#Base #Coinbase #Onchain #TokenTerminal #Crypto