Not Investment Advice
73: Tetranode (9-figure Whale) on ETH Merge, Bitcoin, DeFi & NFTs
Tetranode went from a dishwasher to a 9-figure crypto whale. We talk through why Saylor was wrong about ETH, what it's like operating in DeFi at his scale, the upcoming ETH merge, some not investment advice price predictions & audience questions.
- (00:00:00) - Intro
- (00:03:46) - Saylor, DeFi & Skin In The Game
- (00:09:17) - Bitcoin settlement layer of value?
- (00:11:46) - The Merge
- (00:15:14) - Tetranode’s First $100k + First Million
- (00:18:24) - Ethereum Is Shattering Every Single Metric Except Market Cap
- (00:20:57) - Fair Criticism of Ethereum
- (00:22:25) - Evaluating Protocols On Ethereum
- (00:24:44) - Real DeFi
- (00:27:37) - 3AC Tweet & Vitalik in the group chat
- (00:33:07) - Antifragility & Convex
- (00:37:10) - What % of your portfolio is not crypto?
- (00:37:58) - “Web 2.0 Puts Me To Sleep”
- (00:42:10) - Levels of Security & Financial Sovereignty
- (00:48:20) - Being A Public Figure
- (00:50:02) - Tetranode on Pomp
- (00:54:29) - Will Bitcoin Evolve?
- (00:56:44) - Turning NFTs into DeFi
- (01:03:40) - Yield Comes From Speculation & Leverage
- (01:04:45) - Longer Term Vision For DeFi
- (01:12:24) - When Tetranode Got It Wrong
- (01:18:50) - Alternative Layer 1s
- (01:26:43) - Second & Third Order Effects of The Merge
- (01:34:13) - Projects That Could Last A Decade
- (01:37:42) - Quick Break Before Twitter Q&A
- (01:38:44) - Tetranode's Day-to-Day & Decentralization vs Control
- (01:42:44) - Price Prediction For ETH
- (01:45:23) - Project That Has Not Been Created That You'd Like To See Happen
- (01:47:12) - Who cares about decentralization?
- (01:49:40) - Dishwashing Skills to Trading
- (01:52:06) - Most Contrarian Trade
- (01:54:35) - Is Tetranode One Person?
- (01:58:03) - Where To Live
- (02:01:52) - Favorite Books & CryptoPunk
What Is Not Investment Advice?
Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.
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