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Apps Are Taking Over Crypto | 6th Man Ventures

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Manage episode 482204304 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks 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://staging.podcastplayer.com/legal.

In this episode, we’re joined by Mike Dudas and Carl Vogel of 6th Man Ventures to discuss infrastructure vs application-layer investments, the oversupply of general-purpose L1s, the viability of new chains like Monad, and the monetization strategies of crypto apps. We also dive into the evolving launchpad market, the future of DePIN networks, revenue-sharing models,and VC benchmarking.Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

--

Special thanks to our sponsor, dYdX!

Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX

--

Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!

Tickets: https://blockworks.co/event/permissionless-iv

--

Follow Carl: https://x.com/carlkvogel

Follow Mike: https://x.com/mdudas

Follow Ryan: https://x.com/_ryanrconnor

Follow Boccaccio: https://x.com/salveboccaccio

Follow Blockworks Research: https://x.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to the 0xResearch Newsletter: ⁠https://blockworks.co/newsletter/0xresearch

Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(0:47) Investing in Apps vs Infrastructure

(5:44) Will the L1 Premium Ever Go Away?

(7:17) Where Should Apps Launch?

(10:10) Determining Monad's Success

(12:42) Generating Revenue

(16:40) Crypto's Monetization Model

(19:13) The Launch Pad Market

(25:24) Streaming vs Text-based Social

(28:11) Launchpad Model Network Effects

(31:09) dYdX Snippet

(37:43) Defining Consumer Crypto

(40:32) Thoughts on the DePIN Sector

(54:33) Should VCs Benchmark Against Bitcoin?

(58:07) Liquid vs Private Investing

(1:04:20) What's Wrong With the Buyback and Burn Model?

(1:10:04) The Lack of DPI in the VC Space

(1:14:18) Are Valuations Too High?

--

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch

--

Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

212 episodes

Artwork
iconShare
 
Manage episode 482204304 series 3440809
Content provided by Blockworks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Blockworks 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://staging.podcastplayer.com/legal.

In this episode, we’re joined by Mike Dudas and Carl Vogel of 6th Man Ventures to discuss infrastructure vs application-layer investments, the oversupply of general-purpose L1s, the viability of new chains like Monad, and the monetization strategies of crypto apps. We also dive into the evolving launchpad market, the future of DePIN networks, revenue-sharing models,and VC benchmarking.Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

--

Special thanks to our sponsor, dYdX!

Stay up-to-date with DeFi’s Pro Trading Platform by following dYdX on X: https://x.com/dYdX

--

Join us from June 24th-June 26th at Permissionless IV! Use Code 0x10 at checkout for 10% off!

Tickets: https://blockworks.co/event/permissionless-iv

--

Follow Carl: https://x.com/carlkvogel

Follow Mike: https://x.com/mdudas

Follow Ryan: https://x.com/_ryanrconnor

Follow Boccaccio: https://x.com/salveboccaccio

Follow Blockworks Research: https://x.com/blockworksres

Subscribe on YouTube: https://bit.ly/3foDS38

Subscribe on Apple: https://apple.co/3SNhUEt

Subscribe on Spotify: https://spoti.fi/3NlP1hA

Get top market insights and the latest in crypto news. Subscribe to the 0xResearch Newsletter: ⁠https://blockworks.co/newsletter/0xresearch

Join the 0xResearch Telegram group: https://t.me/+z0H6y2bS-dllODVh

--

Timestamps:

(0:00) Introduction

(0:47) Investing in Apps vs Infrastructure

(5:44) Will the L1 Premium Ever Go Away?

(7:17) Where Should Apps Launch?

(10:10) Determining Monad's Success

(12:42) Generating Revenue

(16:40) Crypto's Monetization Model

(19:13) The Launch Pad Market

(25:24) Streaming vs Text-based Social

(28:11) Launchpad Model Network Effects

(31:09) dYdX Snippet

(37:43) Defining Consumer Crypto

(40:32) Thoughts on the DePIN Sector

(54:33) Should VCs Benchmark Against Bitcoin?

(58:07) Liquid vs Private Investing

(1:04:20) What's Wrong With the Buyback and Burn Model?

(1:10:04) The Lack of DPI in the VC Space

(1:14:18) Are Valuations Too High?

--

Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

Blockworks Research: https://www.blockworksresearch.com/

Free Daily Newsletter: https://blockworks.co/newsletter/0xresearch

--

Disclaimer: Nothing said on 0xResearch 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. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.

  continue reading

212 episodes

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