Compound Thesis

Compound Labs
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Thesis is a series discussing the intersection of crypto, tech, and the capital markets with industry thought leaders. Compound Labs is an open-source software development company building tools, products, and services for the decentralized finance (DeFi) ecosystem. Learn more at compoundtreasury.com

  1. 06/09/2023

    How Arbitrum is unlocking user access and project scaling on Ethereum

    Our guest is AJ Warner, Chief Strategy Officer at Offchain Labs. Offchain Labs is the original developer of Arbitrum, one of the largest L2 scaling solutions for Ethereum, and is now facilitating The Arbitrum Foundation in its technological developments. 1. The growth of the Arbitrum ecosystem, and why certain projects couldn't thrive on Ethereum mainnet 2. The technological differences between their two chains - One and Nova, and examples of its application-specific usecases 3. Onboarding the next generation of non-Solidity developers into the ecosystem with Stylus

    37 min

  2. 05/25/2023

    How Sei Network solves for blockchain’s trading trilemma

    Our guest is Jay Jog, Co-founder at Sei Labs, a general purpose layer one blockchain specialized for trading. Sei recently raised at an $800M valuation and has over 150 diverse projects building on their ecosystem ahead of their mainnet launch. On the show today, we explore the "trading trilemma" that web3 applications face on existing blockchain infrastructure, and Sei’s unique approach and implementation in their native L1: 1. Sei's fundamental thesis that the clearest use case for crypto is trading - whether that's DEXs, GameFi, NFTs, etc. 2. Tradeoffs between decentralization, capital efficiency, and scalability for exchanges on existing blockchains 3. How trading-focused optimizations on Sei translates to efficiencies for user experience, traders, and institutions

    33 min

  3. 05/11/2023

    Bringing passive index investing to crypto with Alongside

    Our guest is Austin Diamond, Co-Founder and CEO at Alongside. On the show today we explore bringing passive index investing to crypto, traditional index structures versus how Alongside is structuring radically more transparent and efficient on-chain indices: 1. Why passive index investments have not taken off in crypto, despite its popularity in TradFi 2. How traditional indexes are structured, and how Alongside is creating more efficiency and transparency in its on-chain structure 3. Future use cases and applications for AMKT in thematic strategies and composable, decentralized finance

    34 min

  4. 05/03/2023

    Unpacking the US regulatory environment for crypto with Polygon Labs

    Our guest is Rebecca Rettig, Chief Policy Officer at Polygon Labs. On the show we unpack the flurry of events in crypto legislation and regulation, implications for builders in the space, and how Polygon is navigating these developments: 1. Why the US is taking a drastically different regulatory approach compared to rest of the world, and its implications 2. Real-world use cases already deployed by major brands and organizations on Polygon 3. The path forward to regulating tech-driven financial innovations

    25 min

  5. 04/20/2023

    How Ava Labs is advancing institutional blockchain adoption

    Our guest is Morgan Krupetsky, Director of Business Development, Institutions & Capital Markets at Ava Labs. On the show we discuss how Ava Labs is digitizing and tokenizing the world’s assets, and how the Avalanche blockchain is advancing institutional DeFi: 1. How to collaborate and build business cases with digital asset champions at enterprises & institutions 2. Unpacking the interoperability and segment-specific advantages of Avalanche's Evergreen subnet architecture 3. Why RWA tokenization technology is commoditized, and the use cases in the near future to unlock value

    39 min

  6. 04/13/2023

    Will Asia lead the next bull market? With Hong Kong-based JKL Group

    Our guest is Lesia Marchenko, Head of Institutional at JKL Group. JKL is a Hong Kong based digital assets firm, providing solutions across asset management, quant trading, lending and BTC mining. On the show today we explore: 1. The latest Web3 trends in Hong Kong and the potential for Asia to lead the next bull market 2. How demand for mining has started to recover 3. JKL’s new proprietary AI-powered crypto trading strategies

    40 min

  7. 03/23/2023

    How Bitwave is solving for the massive scale of enterprise crypto accounting

    We chat with Pat White, Founder and CEO of Bitwave, about how their platform helps enterprises account for millions of crypto transactions across dozens of chains, and the unique challenges companies face when managing digital assets on their balance sheet. In this episode, we cover: 1. Accounting for the massive scale of transactions crypto enterprises grapple with 2. Strategic finance and planning for businesses dealing with crypto payments and expenses 3. How the velocity of transaction volumes are increasing across crypto and traditional businesses

    34 min

  8. 03/16/2023

    Crypto’s role in the broader financial markets with Noelle Acheson

    In this episode, we explore crypto's role in the broader financial markets, and how the how the latest changes in the macro picture impact crypto with Noelle Acheson. Noelle is the editor of the Crypto is Macro Now newsletter, and former head of research at Coindesk and Genesis Trading. We cover: 1. Crypto's role as a risk asset, and how the volatility in rates affects macro vs crypto liquidity 2. Why Bitcoin is the most liquidity-sensitive asset 3. Alternatives to the traditional financial ecosystem, and Defi's resilience to the current stress tests

    37 min
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About

Thesis is a series discussing the intersection of crypto, tech, and the capital markets with industry thought leaders. Compound Labs is an open-source software development company building tools, products, and services for the decentralized finance (DeFi) ecosystem. Learn more at compoundtreasury.com

Information

  • Creator
    Compound Labs
  • Years Active
    2022 - 2023
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © Compound Labs
  • Show Website
    Compound Thesis