When it comes to blockchain, the thing people talk about most — the price — is actually the least interesting part. Crypto conversations are too often about who’s up and who’s down, what to buy and what to sell, and today’s drama on Twitter. Most conversations about crypto miss how it’s going to change ... everything.
On VALIDATED, we’ll be talking to the people who are rethinking the internet — and our world. No hype cycles. No financial advice. Just conversations on the biggest ideas shaping the future of the internet.
Web3 is complicated, but never boring.
All content for Validated is the property of Austin Federa and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
When it comes to blockchain, the thing people talk about most — the price — is actually the least interesting part. Crypto conversations are too often about who’s up and who’s down, what to buy and what to sell, and today’s drama on Twitter. Most conversations about crypto miss how it’s going to change ... everything.
On VALIDATED, we’ll be talking to the people who are rethinking the internet — and our world. No hype cycles. No financial advice. Just conversations on the biggest ideas shaping the future of the internet.
Web3 is complicated, but never boring.
An Investor's Evolving Thesis of a Maturing Market w/ Jon Charbonneau (DBA)
Validated
48 minutes 45 seconds
3 months ago
An Investor's Evolving Thesis of a Maturing Market w/ Jon Charbonneau (DBA)
DBA co-founder John Charbonneau discusses his journey from TradFi to crypto, detailing his evolution from an Ethereum maximalist to a multi-chain pragmatist. He argues that as the crypto market matures beyond hype cycles, real revenue and cash flow are becoming key valuation metrics. He points to Hyperliquid's controversial rise as a prime example of the industry's struggle with decentralization, noting the irony of Solana advocates lodging critiques once used against them. Looking ahead, Charbonneau predicts successful protocols will adopt traditional functions like customer support and investor relations, viewing regulatory clarity as vital for the industry's future health and transparency.
Validated
When it comes to blockchain, the thing people talk about most — the price — is actually the least interesting part. Crypto conversations are too often about who’s up and who’s down, what to buy and what to sell, and today’s drama on Twitter. Most conversations about crypto miss how it’s going to change ... everything.
On VALIDATED, we’ll be talking to the people who are rethinking the internet — and our world. No hype cycles. No financial advice. Just conversations on the biggest ideas shaping the future of the internet.
Web3 is complicated, but never boring.
