Episode 97: DeFi and ETH Yields with Evgeny

We’ve covered DeFi a few times but the space is changing all the time (and quite quickly). We talked about where the DeFi / Stablecoin and ETH Yield space is right now and where it could be going. Some interesting new areas, DeFi across blockchains, and much more.

Today's interview is with Angelo on the Network State and Digital First Communities.

NFTs - they’re dead according to the media (again), but all you have to do is spend a little time in our echo chamber to see that they’re very much not dead.

As you can probably guess, fundamentals is a hot take in crypto

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ In this episode, we talked about why crypto taxes are so difficult. That’s it. That’s the point. They’re not easy.

This one is very Ethereum / Sclaing focused but pretty darn key for understanding how the future of ethereum might look.

In this episode with Scenius Capital, We talk about the fund of funds model overall and some advantages / potential disadvantages of this structure - especially in nascent inefficient crypto markets.

In this episode we talk about Commercial Real Estate types, some potentially attractive geographies (Indianapolis) and then more detail on Streitwise itself - fees, liquidity, types of properties and value add they make to the properties themselves.

In this episode we cover all things bitcoin, including the current market update, positioning, crypto v. bitcoin and his investment thesis.

In this episode with Michael we go over the state of the blockchain gaming industry where it is and where it could be going, we talk about blockchain game developers - what chains they’re interested in and how to get started building a game, and a lot more.

Macro is complicated, but I always enjoy talking to macro thinkers like Peter to help provide a bit more clarity.

In this episode we talk about what is DeFi, why it’s important, some of the risks, onboarding newbies into DeFi and some predictions on where the space could be going.

Lakshman Achuthan of Economic Cycle Research Institute (ECRI) on where we are in the current Business and Economic Cycles and what that could mean for your asset allocation.

n this episode we talk about the NFT Market. Prices are down, volumes are down, but Sasha is still bullish on this nascent space.

We’re in pretty unprecedented times and central bankers’ actions and our current monetary regime have backed us into a pretty curious situation.

This is a great episode discussing where the web3 space could be going - and definitely why it’s not going to be a crypto winter - according to Jamie

Art Berman goes into detail on the oil and energy market. What’s going on and where it could be going.

In this episode we cover why you might be interested in investing in farmland.

Tijo is really interested in Web3 / Blockchain Gaming. We go into detail on why this area of Crypto is interesting, some learnings from being in the crypto market for so long and where the space could go going forward.

We’re moving towards legalization of Psychedelics for medicinal purposes and there are many ways to invest in this trend in both Public and Private Markets.

We discuss in this chat about where blockchain gaming could go, what currently is being done well in the space and what it’s like building a game.

There’s been A LOT that has happened that really impacts the rental unit investment strategy and there’s a lot to think about if you’re still on the fence about buying your first rental property.

This episode is all about Ticket NFTs and Music NFTs.

In this episode, we cover the Art NFT Market, Curation tools and methods to uncover artists in the space and what it takes for projects to launch a successful NFT project today.

Where Blockchain Gaming is today, where it could be going, some pitfalls for game designers, new mechanics that the blockchain allows, some valid arguments that “non NFT gaming” people have, and some things to watch out for as investors in this area.