Crypto’s Next Cycle: Solana’s Comeback vs Ethereum’s Head Start | Qiao Wang
Bell Curve
Shownotes Transcript
Qiao Wang from Alliance DAO (a web3 accelerator) joins us to discuss the applications and protocols that are primed to dominate crypto's next cycle. Qiao reviews thousands of crypto startups every year, has an uncanny ability to predict future narratives and is one of my favorite thinkers in the space! In this episode, we discuss why RWAs and payments are crypto's massive opportunity, how speculation is crypto's killer feature, Solana's comeback vs Ethereum's headstart, Coinbase's giant opportunity, where the developers are building and more!
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Timestamps
00:00 Introduction
00:45 Two Massive Opportunities: RWAs + Payments
18:40 Why DePIN Works
21:01 Speculation is Utility
24:28 DAS LDN Plug
25:26 Where Are Developers Building?
28:57 Why Price Leads Everything
32:13 DeFi Apps and Horizontal Integration
34:53 The SuperApp Thesis
39:32 Coinbase and Onchain Identity
46:56 Cosmos’ Problem
49:46 L2 Competition and Fragmentation
57:29 What it Takes to Be a Great Crypto Founder
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Resources
Good Game podcast
Alliance DAO
https://twitter.com/alliancedao
What does it take to be a good crypto founder?
https://medium.com/alliancedao/what-does-it-take-to-be-a-good-crypto-founder-6c2600a99770
Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.