Two Degens (resources, interviews, on all things crypto and some AI)

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Two Degens (resources, interviews, on all things crypto and some AI)

Two Degens - Crypto and web3 investing and building from Asia

55 episodes

6 months ago

BitRobot is building the “Bittensor for robots” They just raised $8m from top investors and depin founders to do so Here’s everything you need to know: Previously Michael @micoolcho built FrodoBots which is a fleet of sidewalk robots that can be operated, using natural language instructions, from anywhere in the world You can buy one for $199 As a serial entrepreneur based in Singapore, he learned lessons that he’s now applying to BitRobot: “No point building a great product if you cann...

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BitRobot is building the “Bittensor for robots” They just raised $8m from top investors and depin founders to do so Here’s everything you need to know: Previously Michael @micoolcho built FrodoBots which is a fleet of sidewalk robots that can be operated, using natural language instructions, from anywhere in the world You can buy one for $199 As a serial entrepreneur based in Singapore, he learned lessons that he’s now applying to BitRobot: “No point building a great product if you cann...

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Episodes (20/55)

Two Degens (resources, interviews, on all things crypto and some AI)

EP27 - 03MAR25 - Michael Cho at FrodoBots, building at the intersection of Robotics, Crypto, and AI - as an outsider

BitRobot is building the “Bittensor for robots” They just raised $8m from top investors and depin founders to do so Here’s everything you need to know: Previously Michael @micoolcho built FrodoBots which is a fleet of sidewalk robots that can be operated, using natural language instructions, from anywhere in the world You can buy one for $199 As a serial entrepreneur based in Singapore, he learned lessons that he’s now applying to BitRobot: “No point building a great product if you cann...

8 months ago

1 hour 1 minute

Two Degens (resources, interviews, on all things crypto and some AI)

EP26 - 21MAR24 - Michael Tiew at LongHash Ventures on the importance of developer ecosystems, how to build, influencers, price leading fundamentals, is ETH a security??

Longhash Started 2018, one of first web3 accelerators - more Asia focused; Early stage founders What’s unique - close partnership w/ ecosystems - Polkadot, Filecoin, Acela Two funds - 2021 defi fund, 2022 infra/multichain fund Small distributed team Accelerator -running since 2018, how has your approach to startups changed since then -during bear cycles (2022-2023), hard to find capital - accelerator can really help during this phase -normally it’s a team of 2 cofounders, we’re 3rd cofounde...

1 year ago

43 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

EP25 - 19FEB24 - FlexStack (fka ParrotAI) founder Andy Tran discusses a future decentralized AI

Follow Two Degens on X - @habits and @bridgexplore Subscribe and listen to past episodes: twodegens.com

1 year ago

53 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

EP24 - 7MAR24 - CodeXchain founders Ika and Andrea discuss The Fastest Way To Build DApps Without Code

Building tech is expensive and time-consuming. CodeX is an all-in-one no-code AI-powered ecosystem for WEB3 mass adoption. Build faster and cheaper. Learn more here https://codexchain.xyz/home and follow Follow Two Degens on X - @habits and @bridgexplore Subscribe and listen to past episodes: twodegens.com

1 year ago

39 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

EP23 - 6FEB24 - crypto market update, intersection of AI/ Crypto, information hazards, and other musings

Follow Two Degens on X: @habits and @bridgexplore Subscribe and listen to past episodes: twodegens.com Kevin’s links https://kevinhabits.com/media/kevin-kelly-saw-the-future-in-1997-in-the-network-economy-follow-the-free Kevin Kelly - 1997 - New Rules for the New Economy https://kevinhabits.com/cryptoes/collection-of-recent-crypto-learnings-crypto-is-the-machines-body-and-ai-is-the-brain-that-enters-into-it Redphonecrypto’s 69 theses https://kevinhabits.com/media/an-exhaustive-and-beauti...

1 year ago

35 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

EP22 - 14JUN23 - Izumi founder @jimmyyin building the cross chain AMM and liquidity, and top DEX on ZKSync Era

Show notes: Jimmy @jimmyyin talks about how he started learning about crypto in 2016 while at UC Berkeley, founded Tsinghua Student Blockchain Association in 2017, and how his current project @izumi_Finance

2 years ago

48 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

EP21 - 12JUN23 - SEC unleashes assault on Coinbase and BInance and the implications, Sequoia split into 3, Americans in 1700s vs today, monetary premium in crypto networks

Media to discuss https://www.forbes.com/sites/jonathanponciano/2022/02/17/sequoia-launches-500-million-fund-to-invest-in-crypto-tokens-as-silicon-valley-throws-billions-at-blockchain/?sh=41a037e12510Sequoia launching a fund to buy crypto tokens - while also splitting into separate global entitieshttps://medium.com/vision-hill-blog/understanding-monetary-premiums-in-programmable-value-networks-74f0ba2b91c2If GDP = value of corporate productivity, programmable money = value of developer activ...

2 years ago

36 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - why ETH = $7200; Axie leads web3 games; why BTC bull market is back; 8 next narratives, and moar

Howdy everyone — this is the 5 minute crypto update for Monday, June 5, hope everyone had a lovely weekend Today we’ve got a ton to cover, I’ll go over it faster than usual, globalization, web3 gaming, ETH metrics, bitcoin halving, Bali, and more Let’s do this like Buddhists — Food for thought https://conversableeconomist.com/2023/05/26/globalization-evolves-not-reverses/ -exports as a share of GDP have levelled off in recent years–while remaining near the all-time high. However, global f...

2 years ago

8 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - What are BTC's 7 network effects? Which tokens will OKX list in HK? Why PoW = a clock ⏰; Epic Games; China web3 paper

Howdy everyone — this is the 5 minute crypto update for Friday June 2, hope everyone had a great weekend Let’s get it on! — https://twitter.com/jihoz_axie/status/1664206052471246848?s=46 It’s a list of tokens that OKX exchange will definitely support when retail trading begins again in Hong Kong. The full list: BTC, ETH, ADA, MATIC, SOL, DOT, UNI, LINK, SAND, LTC, AVAX, AXS, ATOM, XLM, USDT and USDC. Hong Kong users can buy, sell and convert 16 major virtual assets through the app, includi...

2 years ago

7 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - Van Eck thinks ETH = $5.3K; Binance in (more) trouble; Paradigm likes AI; Norway dumb taxes; Illegal fishing

Howdy everyone — this is the 5 minute crypto update for Monday May 29, hope everyone had a great weekend Let’s get it on! — As of this recording... Bitcoin price has popped up a bit recently to right at $28000 ETH is at $1900 Winners in the last 7 days include Huobi, Polygon, ImmutableX, and Aave — On to the news https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-ethereum-price-prediction-118k-by-2030/ The tldr is a financial model that gives Ethereum an estimated pr...

2 years ago

8 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - HODL; DCG v Gemini 🥊; iOS wins; VC landscape survey; more more more

Howdy everyone — this is the 5 minute crypto update for Thursday May 25 We’ve got early bitcoin history, DCG and Gemini fight!, Apple iOS, blockchain VC stats, and more. Let’s get it on! — As of this recording... Bitcoin continues its slow downward slide, currently at $26200 ETH is at $1780 — On to the news Origins of the phrase HODL In honor of Bitcoin pizza day earlier this week, I wanted to share a bit more bitcoin history, which is the origins of the term HODL Just a snippet of w...

2 years ago

11 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - deep dive on Tuur Demeester's Bitcoin report (Adamant + Unchained)

Howdy everyone — this is the 5 minute crypto update for Tuesday May 23 -- Special update for listeners today, instead of the usual crypto news overview, I wanted to deep dive on another fantastic report from bitcoin OG Tuur Demeester (in partnership between his Adamant Research and Unchained He’s one of the most influential early crypto writers and investors, I only have admiration for his ability to think pragmatically, holistically, and peek into the future of where bitcoin will go This...

2 years ago

8 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

EP20 -11MAY23 - low IQ takes w Steven @stevenmeets - latest CPI readings, ETH ultrasound money, Ordinals & BRC-20s, upcoming BTC Halving, and AI

Inflation https://twitter.com/watcherguru/status/1656275510937235458?s=46 ETH supply deflation - Ultrasound.money BRC-20s https://twitter.com/the_smart_ape/status/1655905530982850560?s=46 Bitcoin / halving "All in all, my expectation is that Bitcoin peaks somewhere between 12 and 18 months after the April 2024 halving. This would mean a bull market *price peak sometime between April 2025 and October 2025.* In terms of price, my base case is that this price peak will be 4-8x higher than the...

2 years ago

39 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - Animoca finances; North Korea hackers; Goldman Sachs crypto survey; Uniswap fees and more!

Howdy everyone — this is the 5 minute crypto update for Sunday May 21 We’ve got DefiLlama stats, Animoca finances, North Korea hacks, Goldman Sachs survey on family offices, and more Let’s get it on! — As of this recording... Bitcoin is slightly up at $27200 ETH is holding at $1820 Quite interesting to see Lido’s staked Ether, or STETH, as a top 10 token with a market cap of almost $12B. Again all roads lead back to ETH — Metrics update For today’s metrics update, I wanted to take a lo...

2 years ago

10 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - Tether BTC buys, Ledger controversy, Miladies alfa, ERC-6155, Solana 📱, Pudgy 🐧

Howdy everyone — this is the 5 minute crypto update for Friday May 19th Let’s get it on! — As of this recording... Bitcoin is still ranging at $26830 ETH is holding at $1800 Ups this week include a Pepe bounce and liquid staking derivatives — What’s going on in crypto land… https://www.coindesk.com/business/2023/05/17/tether-says-it-will-buy-bitcoin-for-stablecoin-reserves-using-realized-profits/ Well now it turns out it’s part of a larger strategy Tether has now publicly stated they’l...

2 years ago

10 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - MTGox history 🧙🏼‍♂️; Cosmos alfalfa; Solana $1 shenanies; US macro 💸; Su Zhu v Arthur; Saylor sends ⛵️

Howdy everyone — this is the 5 minute crypto update for Wednesday May 17th We’ve got some fun crypto history, Cosmos talk, Solana experiments, US macro, Three Arrows gossip, and more Let’s get it on! — As of this recording... Bitcoin is ranging around $27060 ETH is slightly stronger at $1820 Greens this week include XRP, Decentraland’s Mana, and Litecoin — What’s going on in crypto land… https://blog.bitgo.com/bitgo-crypto-water-cooler-may-10-d31082369e63 MTGox exchange origins and ha...

2 years ago

10 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - Binance byes Canada, Tether 🧑🏻‍💻, US 4.9% infl, Do Kwon bails, 🌽 halving 0.9%

Howdy everyone — this is the 5 minute crypto update for Monday May 15th It’s been 5 days since the last one, so this episode will be a bit longer than usual We’ve got a metrics update, Binance pulling out, Bitfinexed with more Tether tea, US inflation, Dork Kwon, bitcoin halving, crypto hopium, and more more more Let’s get it on! — As of this recording, Bitcoin continues its slow downward slide, currently at $26,800; it’s down 6% for the week ETH is at $1788, down a bit less, 5.6% for t...

2 years ago

9 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

EP19 - 8 MAY 2023 - Dcentral cofounder @thedegenboii on Vietnam, how him saving his friend's life got him into crypto, how Polygon grew, ERC6551, and how conferences bring people together

Show notes: - tech boom and innovation in Vietnam - how Michael saved his friend's, and his friend saved his life by getting him into crypto - what led to Polygon's success, lessons learned - how Dcentral conferences got started and the expansion into Asia - ERC6551 and how this can accelerate NFT usecases - how has crypto conferences evolved over the years - MapleStory building on Polygon - AI is going to eat AI - "complacency kills" follow Dcentral Co-Founder & Chief Operating Off...

2 years ago

50 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

5 Minute Crypto ⏳ - Aragon DAO 🤺; Bitcoin shitcoins; Blockworks raised $12M; Hasu; Kevin Kelly

Howdy everyone — this is the 5 minute crypto update for Wednesday May 10th We’ve got a lot to cover including the battle for Aragon DAO, Bitcoin shitcoins, Blockworks raising money, Hasu’s transaction supply chain and more Let’s do this like Buddhists — What’s going on in crypto land… …which is, that it’s been one year and one day since the Luna Terra collapse https://twitter.com/kasperloock/status/1655331673863602177?s=46 It’s a friendly - if a bit painful - reminder of crypto’s volatil...

2 years ago

8 minutes

Two Degens (resources, interviews, on all things crypto and some AI)

EP18 - 3 MAY 2023 - DeFi Builder @BackTheBunny discusses parallels between crypto, philosophy, warfare and what he's building at RabbitX

Show Notes - takeaways from Consensus 2023 - learn why the Vietnamese farmer is a powerful model and meme - his experience as a published writer inside the American media complex - deep dives into his most viral threads including warfare + business, meme coins - why he's a doomer right now but thinks long term crypto can't lose - check out his twitter @backthebunny and what he's building at RabbitX (@rabbitx_io) - https://landing.rabbitx.io/ - a global permissionless perpetuals exchan...

2 years ago

52 minutes