Designing for stability 💰 Flashback to this convo with @NikitaAFadeev of @FasanaraDigital on why he designed a more passive, stability focused approach. Full ep ⤵️ Watch: youtube.com/watch?v=nYW-iZty… Listen: tinyurl.com/A2A-Ep-50

🔍 Incentives are not always aligned, and that creates real tension in the market. Wilson Veech of reDeFi Capital on market structure, collateral damage, and what he sees happening across different strategies. Catch the full episode: 📺 youtu.be/uUF25VhIzwk 📷 tinyurl.com/A2AEp54

New ep out now! From broken altcoin incentives to special situations in crypto, Wilson Veech of reDeFi Capital shares his perspective on how the market has evolved and where he sees opportunity. ⚡️ In this episode, we cover: 📉 Why Wilson believes the altcoin market is structurally broken 🧠 How incentive design shapes outcomes in crypto 🏦 How reDeFi thinks about special situations, DAO treasuries, and DeFi liquidity ⚖️ His view on what regulatory clarity could change ..and more! Catch the full episode: 📺 youtu.be/uUF25VhIzwk 🎧 tinyurl.com/A2AEp54

Wen institutions onchain? In my conversation with @AndrewSteinwold of @Angels2Allo, I share how the CLARITY Act could be the key to finally unlocking DeFi use cases at scale, such as credit, lending, and staking. The tech works—now it's a matter of getting regulatory approval so institutions can use it. (We may or may not be looking into this 😉) Watch the full interview: youtube.com/watch?v=31WnLj0p…

Bitcoin and geopolitics intersecting? 🌍 @JaimeLeverton of @ReserveOne_ discusses Senator Lummis’s proposal for the U.S. government to acquire Bitcoin in a budget-neutral way, and why national Bitcoin strategies raise questions around macroeconomics, defense, and the global geopolitical landscape. Catch the full episode now: 📺 youtu.be/31WnLj0pW3Y 🎧 tinyurl.com/A2AEp53

New ep out now! From scaling public crypto companies to discussing digital asset treasury strategies, @JaimeLeverton of @ReserveOne_ shares perspectives on institutional participation in crypto. ⚡️ Plus CIO @SebastianBea joins at the end to discuss yield, stablecoins, and risk considerations. In this episode, we cover: 📉 Why the four-year crypto cycle may break 🏦 How digital asset treasury companies differ from ETFs ⚡ How bitcoin mining companies expanded beyond pure mining 🧠 How institutions are approaching crypto today ..& more! Catch the full episode now: 📺 youtu.be/31WnLj0pW3Y 🎧 tinyurl.com/A2AEp53

Crypto's growing up and it's probably going to be a multi-chain world. Probably not millions—but there are many different blockchains with unique use cases, and investors want in—but they don't know how. Can't wait to share my full conversation with @AndrewSteinwold of @Angels2Allo (coming soon!), where we discuss crypto's regulatory progress, whether crypto's 4-year cycle is breaking, how early institutional adoption really is, and more.

From building institutional rigor to scaling a high-frequency crypto market maker past $500M AUM, @romanbasar of @Wincent_co shares how real edge is built in one of the most competitive arenas in crypto. ⚡️ In this episode, we cover: 📈 What actually drives alpha in high-frequency crypto trading ⚙️ Why market structure and infrastructure matter more than narratives 🧠 How talent, technology, and culture compound into durable edge 🔍 Where inefficiencies still exist as markets institutionalize Watch ep 52 now: 📺 youtu.be/pKfF8eYjWkQ 🎧 tinyurl.com/A2AEp52

After nearly a year of building out @reforge_vc’s internal AI engine with @carlhua, this is one of the first public discussions of how we’re using it to source founders before anyone else. Overall, a super fun conversation with @AndrewSteinwold on my past, the origins of Reforge, and what it means to be a coordination stack venture capital firm.

New episode out now with @linfluence of @reforge_vc 🎙️ He breaks down how he spots frontier opportunities in programmable money, infrastructure, and the coordination stack. Inside the ep: 🔧 Why coordination systems are breaking and where the rebuild starts 🏦 How Reforge sources founders earlier than many traditional funds 🤖 Using AI agents to support deal sourcing and diligence 🌱 What a coming secular spring may mean for crypto and capital markets Watch: youtu.be/IBWdIy3LpSM Listen: tinyurl.com/A2A-Ep-51

Really enjoyed discussing the foundations of Fasanara Digital - disciplined process, deliberate ambition, and a commitment to continuous improvement. The long run rewards those who optimize every moment of the journey. Appreciate the opportunity to share. @AndrewSteinwold

Crypto’s most disciplined operators think in decades, not cycles. @NikitaAFadeev, Managing Partner and Head of @FasanaraDigital, explains how he scaled from 500K to 500M, why market neutral still works, and what tokenization unlocks for funds. Inside the ep: 📊 The real inflection points in raising institutional capital ⚙️ Why infrastructure and exchange integrations are the biggest bottlenecks 🧩 How on chain composability changes fund design 📈 Why he thinks 250K Bitcoin is within the realm of possibility Full episode is live ⤵️ Watch: youtube.com/watch?v=nYW-iZty… Listen: tinyurl.com/A2A-Ep-50

Are most tokens... crap? 🤔 Andrew Woodruff, CIO of Black Lotus Capital, breaks down why he believes most tokens get diluted to death and never recover. Catch the full ep out now ⤵️ Watch: youtu.be/r-heNiL3D3w Listen: tinyurl.com/A2AEp49

Crypto’s long short world is a different game Andrew Woodruff, CIO of Black Lotus Capital, breaks down how he finds alpha in small and mid caps and why most tokens fail over time. Inside the ep: 📉 Why dilution kills most projects 🔍 How to separate real metrics from noise 🛡️ Building a diversified short book 🤖 How AI is reshaping fundamental research Full episode is live ⤵️ Watch: youtu.be/r-heNiL3D3w Listen: tinyurl.com/A2AEp49

What does early-stage crypto investing really look like? @Soona of @VoltCapital breaks down how deep tech and crypto are colliding to build the next wave of frontier companies. We cover: 💡 Spotting true 0 to 1 ideas 🤝 Founder-first investing 🤖 Crypto, AI, robotics 🪙 Equity vs tokens, value capture 📈 Portfolio construction and exit timing Full ep out now ⤵️ Watch: youtu.be/RHOWPM7tPfo Listen: tinyurl.com/A2AEp48

Is crypto deal flow about to get weird? Catch the latest ep with @jp_grabs of @areta_io 📺: youtu.be/yW7w--eCkYo 🎧: tinyurl.com/A2AEp47

What does crypto M&A really look like? @jp_grabs of @areta_io breaks down the deals, governance, and grit behind building a full-service investment bank for the digital-asset era. We cover: 💥 Token vs equity M&A 📊 Capital markets evolution 🌍 Global team, remote structure 💭 Building through the bear Full ep out now ⤵️ Watch: youtu.be/yW7w--eCkYo Listen: tinyurl.com/A2AEp47