Did Ethereum Scaling Hurt DeFi's Potential? | The Hivemind
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Jose: Like, inevitable that projects will want to, 1st of all, control their own block space, and second of all, be able to, customize, like, how their VM runs, gas tokens, like, all sorts of stuff that that people will wanna customize until they wanna move to l twos. And at that point, you end up with something pretty similar to, like, what Ethereum has right now, which is maybe this thing is bad for ETH, the token, but it's good for developers. And if it's good for developers, it's good for users. Nothing said on the hive mind is a recommendation to buy or sell securities or tokens. This pod
Hi, everyone. My name is Jose Macedu, and welcome to the Hivemind podcast, our first episode on Empire. Pretty excited to be here. We've actually been doing this for for over a year, but excited to to make it to the big leagues. So for those who don't know or haven't followed before, the goal of the podcast is to basically provide an inside look into what we like to call the Delphi hive mind, bringing together some of our brightest minds from each of the divisions to share insights, alpha, and shitposts.
So today with us, we have Ceteris Paribus, who heads up our institutional research arm. We have Jan Lieberman who is managing partner at Delphi Ventures, and we have, venture partner Duncan, also known as Flood Capital, self proclaimed gem hunter. I split my time between Delphi Ventures and Delphi Labs, our protocol r and d arm focused on incubating and accelerating new web 3 primitives. So to kick it off, we normally like to to talk about markets. Just how's everyone feeling?
Maybe Ceteris can start since the others are, are having a laughing fit.
Ceteris: Yeah. I don't know. I feel like the this chop for the last 4 months is just kinda driving everyone insane. Right? And so if you're like a if you're like a trend trader or something, you're probably just, like, pulling your hair out at this point.
I don't know. It's hard to be, like, too bearish. I think so, like, the dispersion, has been pretty bad, and that's also another reason. This is something, like, we've talked about a ton, and I had that thing on those, like, charts on Twitter the other day that kinda showed, like, how
Jose: spaghetti chart table thing?
Ceteris: Yeah. I mean, it just shows how bad it's been. Like
Yan: Yeah. I guess they're chopping Bitcoin down and mostly everything else.
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