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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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My guest today is Ash Egan (https://twitter.com/AshAEgan), founder of Archetype (https://twitter.com/archetypevc). He is a true crypto-native investor, having led early investments in Chainalysis, Near, and Balancer. He also led Accomplice's investments in Dapper Labs/Flow, and Bison Trails, which was acquired by Coinbase. We get a clear glimpse into the shift in investing in the space, from FOMO-fueled investing during the bull market to taking the longterm view in our current bear market. We also take a deep dive into how web3 is shaking up the music industry.
We Discuss...
A framework for Tokens vs Equity:
- Highly regulated, core, infrastructure = equity
- Highly decentralized, network, collective, protocols = tokens
- Where does value accrue?
The difficulties of decentralizing at the outset
- Hard to get anything accomplished
- Hard to stick to a singular vision
- Only true decentralization has occurred over years with ETH and BTC
Top-down investing vs. Grass-roots initiatives
- Finding optionality for core needs
- Understanding problem sets from first principles
- Familiar UX
What is the Impact of Web3?
- Removing gatekeepers
- Self-custody assets
- Lending/Borrowing
- Openness, transparency, and programmability
The future of music in Web3
- Streamlining of the various offerings from record labels
- Curation becomes a professions to compete with added discoverability
- We make our own Top 40 that we own
Thanks for listening! Did you know you can also watch the show on YouTube? Just hit the link below and don't forget to subscribe!
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