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An Investor's Evolving Thesis of a Maturing Market w/ Jon Charbonneau (DBA)

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Manage episode 495817053 series 2632511
Content provided by Austin Federa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Austin Federa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

167 episodes

Artwork
iconShare
 
Manage episode 495817053 series 2632511
Content provided by Austin Federa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Austin Federa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

167 episodes

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