What does crypto look like when you strip away the noise and just follow the data?
Fredrik Haga, co-founder of Dune, joins Amanda Cassatt for a conversation that cuts through the headlines and into the heart of what’s actually happening onchain. From the slow decline of NFTs to the real traction behind stablecoins and RWAs, Frederik offers an inside look into crypto’s shifting center of gravity and brings the data to prove it.
This episode moves charts as Frederik shares the personal cost of building a billion-dollar company in Norway and why a tax on unrealized gains forced him to leave the country he was building in. This is a conversation about what's really working in crypto and what's still getting in the way.
TIMESTAMPS:
00:00 On-Chain Metrics and Market Dynamics
03:03 The Rise and Fall of NFTs
05:55 Stablecoins and Real World Assets
08:54 Layer 2 Solutions and Their Impact
11:56 The Middle Class of Crypto
14:52 Mismatches Between Hype and Reality
17:53 AI and Crypto Intersections
20:54 The Founder’s Journey: Building Dune
23:41 Norway's Economic Challenges and Opportunities
29:40 Governance and Innovation in Crypto
RESOURCES:
Follow Fredrik Haga: https://x.com/hagaetc
Subscribe to Endgame: https://www.youtube.com/@endgamepodcast
Amanda on X: https://x.com/amandacassatt
Serotonin on X: https://x.com/serotonin
Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd
Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440
Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ