Go offline with the Player FM app!
Two VCs on Why the 4-Year Cycle Is Dead, DATs & Hyperliquid vs. Binance - Ep. 892
Manage episode 502759607 series 1822984
Subscribe to the new Bits + Bips channels!
📺 YouTube
🎧 Podcast → Apple Podcasts, Spotify, Pocket Casts, Fountain
Is crypto no longer moving in predictable four-year waves?
From the rise of DATs and stablecoin-specific chains, to Hyperliquid challenging Binance itself, the industry is fracturing into segments with winners and losers.
In this episode, Hack VC’s Peter Hans and DBA’s Jon Charbonneau debate whether Solana is next in line for a TradFi pump, why ETH suddenly flipped from dead to indispensable, and how onchain exchanges could finally free projects from Binance’s grip.
Thank you to our sponsors!
Guests:
Peter Hans, Partner and Global Head of Business Development at Hack VC
Jon Charbonneau, co-founder and general partner of DBA
Links:
Timestamps:
🎬 0:00 Intro
🎯 2:44 Whether the DAT trend is peaking or just getting started
🧾 10:57 Whether SOL DATs include locked funds from the FTX estate
🙅♂️ 11:52 Why Jon hasn’t touched any of these products
📈 16:28 Why Peter still sees long-term value in these vehicles
🔥 20:24 Why ETH is suddenly hot in TradFi and how SOL could follow
🏦 28:49 What makes a stablecoin-specific chain attractive
😶🌫️ 32:42 How crypto overlooked privacy for far too long
🔗 38:48 What it’ll take for stablecoin chains to win the payments game
⚠️ 45:39 Whether stablechains could hurt Ethereum, Tron, or Solana
🔍 47:46 Which stablechain has the best shot at success
💸 52:07 Why Hyperliquid beat Robinhood in trading volume
🧨 56:00 How Hyperliquid could break Binance’s listing chokehold
🕵️♂️ 59:23 What makes anonymous, no-KYC products appealing
📉 1:01:30 Whether the 4-year crypto cycle is officially dead
Learn more about your ad choices. Visit megaphone.fm/adchoices
939 episodes
Manage episode 502759607 series 1822984
Subscribe to the new Bits + Bips channels!
📺 YouTube
🎧 Podcast → Apple Podcasts, Spotify, Pocket Casts, Fountain
Is crypto no longer moving in predictable four-year waves?
From the rise of DATs and stablecoin-specific chains, to Hyperliquid challenging Binance itself, the industry is fracturing into segments with winners and losers.
In this episode, Hack VC’s Peter Hans and DBA’s Jon Charbonneau debate whether Solana is next in line for a TradFi pump, why ETH suddenly flipped from dead to indispensable, and how onchain exchanges could finally free projects from Binance’s grip.
Thank you to our sponsors!
Guests:
Peter Hans, Partner and Global Head of Business Development at Hack VC
Jon Charbonneau, co-founder and general partner of DBA
Links:
Timestamps:
🎬 0:00 Intro
🎯 2:44 Whether the DAT trend is peaking or just getting started
🧾 10:57 Whether SOL DATs include locked funds from the FTX estate
🙅♂️ 11:52 Why Jon hasn’t touched any of these products
📈 16:28 Why Peter still sees long-term value in these vehicles
🔥 20:24 Why ETH is suddenly hot in TradFi and how SOL could follow
🏦 28:49 What makes a stablecoin-specific chain attractive
😶🌫️ 32:42 How crypto overlooked privacy for far too long
🔗 38:48 What it’ll take for stablecoin chains to win the payments game
⚠️ 45:39 Whether stablechains could hurt Ethereum, Tron, or Solana
🔍 47:46 Which stablechain has the best shot at success
💸 52:07 Why Hyperliquid beat Robinhood in trading volume
🧨 56:00 How Hyperliquid could break Binance’s listing chokehold
🕵️♂️ 59:23 What makes anonymous, no-KYC products appealing
📉 1:01:30 Whether the 4-year crypto cycle is officially dead
Learn more about your ad choices. Visit megaphone.fm/adchoices
939 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.