Fundamentals podcast
102 videos • 1,032 views • by Token Terminal
Fundamentals of the internet-native economy. The world's most valuable companies are born during major platform shifts. We demystify crypto to help you filter the noise.
1
ETFs, L2 Economics, Onchain Analytics & More: Institutional Insights from David Han
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2
Exploring Arbitrum Stylus, Orbit, and Nitro: An Interview with Steven Goldfeder
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3
Navigating Asset Tokenization with Securitize | Interview with Carlos Domingo
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4
Macro Trends and Digital Asset Strategies with Jamie Coutts from Real Vision | Token Terminal
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5
AggLayer: Polygon's Vision for the Internet of Value | Interview with Sandeep Nailwal & Marc Boiron
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6
TON: Pantera's Largest Investment Ever | Interview With Cosmo Jiang
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7
Macro Trends, ETFs, Smart Contract Platforms, and Crypto Fundamentals: A Conversation with Grayscale
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8
Nibiru Chain – Tech Innovations, Developer Tools, and Ecosystem Growth | Fundamentals ep.90
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9
Franklin Templeton's Approach to Digital Assets | Interview with Christopher Jensen
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10
The Power of Onchain: Updating the System with Jesse Pollak, Creator of Base
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11
Analyzing the Evolving Blockchain Landscape With VanEck – Interview with Matthew Sigel
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12
Bitwise – The world's largest crypto index fund manager | Fundamentals ep. 86
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13
Bloomberg x Token Terminal: Onchain Data and Its Role in Investment Analysis | Webinar
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14
LayerZero – Diving into V2 | Fundamentals ep.85
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15
Tezos – Tech, traction, challenges, vision, XTZ, and more with Co-Founder Arthur Breitman | ep.85
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16
zkSync & the layer 2 blockchains market sector – a data-driven analysis | Token Terminal
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17
Manta Network – Modular innovation, Celestia DA, ZK apps, New Paradigm, & more | Fundamentals ep.84
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18
MarketVector™ – Digital asset indexing & the Fundamental Index Suite | Fundamentals ep.83
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19
Uniswap Foundation – Innovation, developers, V4, decentralization, LPs, & more | Fundamentals ep.82
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20
How Sui achieves +270k TPS: tech, traction, KPIs, building for mass adoption & more | ep.81
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21
Demystifying web3 gaming with Shima Capital – trends, challenges, opportunities | Fundamentals ep.80
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22
Investing in DeFi with Re7 Capital: yield, risk management, data, valuation | Fundamentals ep.79
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23
RockawayX – Value accrual, modular vs. monolithic blockchains, industry trends & pain points | ep.78
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24
Fantom – value proposition, new tech stack (Sonic), economics, overcoming challenges & more | ep.77
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25
The Ethereum Investment Framework: History, tech, economics, ETH price targets, and more!
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26
The state of zkSync: scaling, security, UX, traction, challenges, financials | Fundamentals ep.75
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27
Stratos – Valuing L1s and L2s, monetary premium, fat protocols, sustainability, and more | ep.74
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28
MultiversX – Mass adoption, security, sharding, EGLD, xDay, and more | Fundamentals ep.73
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29
Maven 11 – Value capture, modular blockchains, due diligence, good tech vs. good business | ep.72
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30
Sei – the fastest Layer 1 blockchain, optimizing UX for the exchange of digital assets | ep.71
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31
Folius Ventures – Analyzing BLUR, MKR, and friend.tech with Jason Kam | Fundamentals ep.70
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32
Chronicle Protocol – Decentralized and transparent oracle infrastructure | Fundamentals ep.69
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33
Internet Computer – Replacing all of traditional IT with a blockchain | Dominic Williams | ep.68
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34
Modular Capital – Crypto investment firm with a fundamental and thesis-driven approach | ep.67
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35
Portal Ventures – Accelerating the protocol economy through business fundamentals | ep.66
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36
GFX Labs – DAO governance, Uniswap fee switch, onchain lending | Fundamentals ep. 65
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37
TRON – User activity, stablecoins, emerging markets | H.E. Justin Sun | Fundamentals ep.64
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38
frens capital – Liquid venture, web3 biz models, market inefficiencies & more | Fundamentals ep.63
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39
Synthetix V3, lessons learned, SNX staking, driving adoption | Kain Warwick | Fundamentals ep.62
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40
Valuing blockchains with Michael Nadeau: an institutional investor's perspective | Fundamentals ep61
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41
IPOR Protocol – Building the foundational layer for DeFi credit markets | Fundamentals ep.60
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42
BNB Chain – Accelerating adoption of the digital asset and blockchain economy | Fundamentals ep.59
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43
Angle Protocol – The most liquid Euro stablecoin: agEUR | Fundamentals ep.58
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44
MakerDAO's Endgame with Rune Christensen | Fundamentals ep.57
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45
Theia Blockchain – Fundamentals-based value investing in crypto | Fundamentals ep.56
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46
Polkadot – Building an unstoppable blockchain ecosystem | Fundamentals ep.55
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47
Alchemix – Self-repaying loans with yield from deposited collateral | 15-min fundamentals ep.53
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48
Morpho – Building a secure protocol & the launch of Morpho-AaveV3 | 15-minute fundamentals ep.52
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49
Solana – Interview with Co-Founder Anatoly Yakovenko | Fundamentals ep.51
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50
MakerDAO SES – Removing barriers between decentralized workforce, capital, and work | ep.50
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51
Zora – Bringing imagination on-chain | 15-minute fundamentals ep. 49
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52
Trader Joe – Best prices, sustainability, and DeFi for everyone | 15-minute fundamentals ep. 48
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53
Ether.fi – A non-custodial delegated staking protocol | 15-minute fundamentals ep.47
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54
Gauntlet – Financial modelling for on-chain protocol management | 15-minute fundamentals ep. 46
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55
Perpetual Protocol – Decentralized trading on Optimism | 15-minute fundamentals ep.45
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56
Synthetix – Building a universal liquidity layer for DeFi | 15-minute fundamentals ep.44
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57
Allbridge – Cross-chain bridge between EVM and non-EVM blockchains | 15-minute fundamentals ep.43
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58
PancakeSwap – A multichain all-in-one DeFi hub | 15-minute fundamentals ep.42
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59
Metavault.Trade – Decentralized spot & perpetual exchange | 15-minute fundamentals ep.41
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60
Arbitrum – Solutions for the blockchain scalability trilemma | 15-minute fundamentals ep.40
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61
GMX – Creating liquid markets on-chain | 15-min fundamentals ep. 39
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62
Across Protocol – A capital efficient bridge for L2s and rollups | 15-minute fundamentals ep.38
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63
Paragons DAO – Growth partner for blockchain-powered gaming ecosystems | 15-min fundamentals ep. 37
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64
Gearbox Protocol – A composable DeFi-native leverage protocol | 15-minute fundamentals ep. 36
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65
CoW Protocol – A batch settlement layer on top of AMMs & DEX aggregators | 15-min fundamentals ep.34
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66
Full interview with Anna George – Co-Founder of CoW Protocol | Token Terminal
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67
Blur – the NFT marketplace for pro traders | Interview with Pacman | Token Terminal
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68
Axie Infinity – Scaling a player-owned game economy | 15-minute fundamentals ep.32
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69
Euler Finance – Growing in a bear market | 15-minute fundamentals ep. 31
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70
Optimism – a Layer 2 scaling solution for Ethereum | 15-minute fundamentals ep. 29
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71
Morpho – A lending pool optimizer for better rates in DeFi | 15-minute fundamentals ep. 26
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72
UniDex — Aggregating all of DeFi | 15-minute fundamentals ep. 25
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73
StakeWise — A dual-token model for Ethereum liquid staking | 15-minute fundamentals ep. 24
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74
StakeWise — Full interview with Co-founder Kirill Kutakov | Token Terminal
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75
Ribbon Finance — Building a one-stop solution for crypto structured products | 15-min fundamentals
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76
Perpetual Protocol – An on-chain perpetual futures exchange | 15-minute fundamentals ep. 21
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77
Hop Protocol – A rollup-to-rollup general token bridge | 15-minute fundamentals ep. 20
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78
Livepeer – A decentralized video streaming network on Ethereum | 15-minute fundamentals ep. 19
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79
Notional Finance – A fixed-rate crypto lending protocol | 15-minute fundamentals ep. 18
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80
What is Notional Finance and how does it work? | Co-founder Teddy Woodward | Token Terminal
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81
NFTX – A liquidity protocol for NFTs | 15-minute fundamentals ep. 17
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82
What is NFTX and how does it work? | Full interview with Quag from NFTX | Token Terminal
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83
Liquity's unstoppable stablecoin | 15-minute fundamentals ep. 16
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84
15-minute fundamentals with Connext | Token Terminal
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85
15-minute fundamentals with Rook | Token Terminal
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86
Full interview with Hazard — CEO of Rook | Token Terminal
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87
Full interview with Joe Flanagan from Maple Finance (July update) | Token Terminal
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88
15-minute fundamentals with Maple Finance — Episode 2 | Token Terminal
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89
15-minute fundamentals with DeFi Saver | Token Terminal
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90
15-minute fundamentals with Polygon | Token Terminal
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91
Full interview with Jacob Blish from Lido Finance | Token Terminal
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92
15-minute fundamentals with Lido Finance | Token Terminal
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93
15-minute fundamentals with dYdX | Token Terminal
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94
15-minute fundamentals with Ribbon Finance | Token Terminal
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95
Full interview with Miles Anthony from Decentral Games | Token Terminal
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96
15-minute fundamentals with Decentral Games | Token Terminal
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97
15-minute fundamentals with Goldfinch | Token Terminal
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98
15-minute fundamentals with Euler Finance | Token Terminal
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99
15-minute fundamentals with Centrifuge | Token Terminal
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100
15-minute fundamentals with Osmosis | Token Terminal
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101
15-minute fundamentals with Liquity | Token Terminal
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102
15-minute fundamentals with Maple Finance | Token Terminal
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