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Two Degens (resources, interviews, on all things crypto and some AI)

Two Degens - Crypto and web3 investing and building from Asia

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We're two degenerate crypto nerds based in Asia who have survived multiple cycles and still love decentralization and chasing 100x's and spending too much time on twitter (Kevin is @habits and George is @bridgexplore) Our podcast does two things 1. Provide perspectives from Asia, including interviews with Asia-focused builders, analysts, and investors 2. A 5-minute daily crypto update covering news, tweets, recommended reads, and more (this is an experiment for now) Finally, thanks to @sawaw ...
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Longhash Started 2018, one of first web3 accelerators - more Asia focused; Early stage founders What’s unique - close partnership w/ ecosystems - Polkadot, Filecoin, Acela Two funds - 2021 defi fund, 2022 infra/multichain fund Small distributed team Accelerator -running since 2018, how has your approach to startups changed since then -during bear c…
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Building tech is expensive and time-consuming. CodeX is an all-in-one no-code AI-powered ecosystem for WEB3 mass adoption. Build faster and cheaper. Learn more here https://codexchain.xyz/home and follow Follow Two Degens on X - @habits and @bridgexplore Subscribe and listen to past episodes: twodegens.com…
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Follow Two Degens on X: @habits and @bridgexplore Subscribe and listen to past episodes: twodegens.com Kevin’s links https://kevinhabits.com/media/kevin-kelly-saw-the-future-in-1997-in-the-network-economy-follow-the-free Kevin Kelly - 1997 - New Rules for the New Economy https://kevinhabits.com/cryptoes/collection-of-recent-crypto-learnings-crypto-…
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Media to discuss https://www.forbes.com/sites/jonathanponciano/2022/02/17/sequoia-launches-500-million-fund-to-invest-in-crypto-tokens-as-silicon-valley-throws-billions-at-blockchain/?sh=41a037e12510 Sequoia launching a fund to buy crypto tokens - while also splitting into separate global entities https://medium.com/vision-hill-blog/understanding-m…
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Howdy everyone — this is the 5 minute crypto update for Monday, June 5, hope everyone had a lovely weekend Today we’ve got a ton to cover, I’ll go over it faster than usual, globalization, web3 gaming, ETH metrics, bitcoin halving, Bali, and more Let’s do this like Buddhists — Food for thought https://conversableeconomist.com/2023/05/26/globalizati…
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Howdy everyone — this is the 5 minute crypto update for Friday June 2, hope everyone had a great weekend Let’s get it on! — https://twitter.com/jihoz_axie/status/1664206052471246848?s=46 It’s a list of tokens that OKX exchange will definitely support when retail trading begins again in Hong Kong. The full list: BTC, ETH, ADA, MATIC, SOL, DOT, UNI, …
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Howdy everyone — this is the 5 minute crypto update for Monday May 29, hope everyone had a great weekend Let’s get it on! — As of this recording... Bitcoin price has popped up a bit recently to right at $28000 ETH is at $1900 Winners in the last 7 days include Huobi, Polygon, ImmutableX, and Aave — On to the news https://www.vaneck.com/us/en/blogs/…
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Howdy everyone — this is the 5 minute crypto update for Thursday May 25 We’ve got early bitcoin history, DCG and Gemini fight!, Apple iOS, blockchain VC stats, and more. Let’s get it on! — As of this recording... Bitcoin continues its slow downward slide, currently at $26200 ETH is at $1780 — On to the news Origins of the phrase HODL In honor of Bi…
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Howdy everyone — this is the 5 minute crypto update for Tuesday May 23 -- Special update for listeners today, instead of the usual crypto news overview, I wanted to deep dive on another fantastic report from bitcoin OG Tuur Demeester (in partnership between his Adamant Research and Unchained He’s one of the most influential early crypto writers and…
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Inflation https://twitter.com/watcherguru/status/1656275510937235458?s=46 ETH supply deflation - Ultrasound.money BRC-20s https://twitter.com/the_smart_ape/status/1655905530982850560?s=46 Bitcoin / halving "All in all, my expectation is that Bitcoin peaks somewhere between 12 and 18 months after the April 2024 halving. This would mean a bull market…
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Howdy everyone — this is the 5 minute crypto update for Sunday May 21 We’ve got DefiLlama stats, Animoca finances, North Korea hacks, Goldman Sachs survey on family offices, and more Let’s get it on! — As of this recording... Bitcoin is slightly up at $27200 ETH is holding at $1820 Quite interesting to see Lido’s staked Ether, or STETH, as a top 10…
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Howdy everyone — this is the 5 minute crypto update for Friday May 19th Let’s get it on! — As of this recording... Bitcoin is still ranging at $26830 ETH is holding at $1800 Ups this week include a Pepe bounce and liquid staking derivatives — What’s going on in crypto land… https://www.coindesk.com/business/2023/05/17/tether-says-it-will-buy-bitcoi…
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Howdy everyone — this is the 5 minute crypto update for Wednesday May 17th We’ve got some fun crypto history, Cosmos talk, Solana experiments, US macro, Three Arrows gossip, and more Let’s get it on! — As of this recording... Bitcoin is ranging around $27060 ETH is slightly stronger at $1820 Greens this week include XRP, Decentraland’s Mana, and Li…
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Howdy everyone — this is the 5 minute crypto update for Monday May 15th It’s been 5 days since the last one, so this episode will be a bit longer than usual We’ve got a metrics update, Binance pulling out, Bitfinexed with more Tether tea, US inflation, Dork Kwon, bitcoin halving, crypto hopium, and more more more Let’s get it on! — As of this recor…
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Show notes: - tech boom and innovation in Vietnam - how Michael saved his friend's, and his friend saved his life by getting him into crypto - what led to Polygon's success, lessons learned - how Dcentral conferences got started and the expansion into Asia - ERC6551 and how this can accelerate NFT usecases - how has crypto conferences evolved over …
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Howdy everyone — this is the 5 minute crypto update for Wednesday May 10th We’ve got a lot to cover including the battle for Aragon DAO, Bitcoin shitcoins, Blockworks raising money, Hasu’s transaction supply chain and more Let’s do this like Buddhists — What’s going on in crypto land… …which is, that it’s been one year and one day since the Luna Te…
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Show Notes - takeaways from Consensus 2023 - learn why the Vietnamese farmer is a powerful model and meme - his experience as a published writer inside the American media complex - deep dives into his most viral threads including warfare + business, meme coins - why he's a doomer right now but thinks long term crypto can't lose - check out his twit…
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Hey hey hey — this is the 5 minute crypto update for Monday May 8th We’ve got a lot to cover including Binance, ETH deflation, finding 100 bagger returns, notes from AllCoreDevs, and Buffett talking about the almighty US dollar Let’s get it on, no choice but to get it on! — As of this recording, Bitcoin has dipped 2% to $28,100 ETH is following alo…
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Hey hey hey — this is the 5 minute crypto update for Friday and Saturday May 5th and 6th. We’ve got a lot to cover including more token investments, Solana’s Phantom wallet, Coinbase expansion, web3 gaming, fuckin $PEPE coin, bitcoin data, and more more more Let’s do this like Buddhists — As of this recording, Bitcoin is holding strong at $29,400 E…
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Howdy all — this is the 5 minute crypto update for Thursday May 4th. Yesterday we had a great Two Degens interview with Back the Bunny, which will be out next week. Since it’s been 2 days, we’ve got a lot to cover in today’s update In the words of Adam Carolla, let’s get it on! — As of this recording, prices have risen a few percent due to continue…
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Howdy all — this is the 5 minute crypto daily update for Monday May 1st (Tuesday if you're in Asia cuz I was late this time) Today’s update is primarily a BITCOIN update, there’s been a ton of news and updates on the corn front, and we’ll have a few other news items thrown in as well Let’s do this like Buddhists! — As of this recording, bitcoin and…
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Howdy all — this is the 5 minute crypto daily update for the weekend of April 29 & 30. I missed yesterday because we had a Two Degens interview with Ben Roy which will come out soon Let’s get it on! — As of this recording BTC is flat around $29,300 ETH is parked at $1900 Top risers in the last 24 hours include PancakeSwap, Solana, and Cosmos Atom S…
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In this episode, you'll learn -the books and podcasts that led him down the crypto rabbit hole -what he's learned as part of several successful investment DAOs -the power of "social" and "culture" especially in NFTs And *highly* encourage you to read his essays including: -Part Time Degen: https://benroy.beehiiv.com/p/parttime-degen-notes-speculati…
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About Daniel Hwang. He has extensive experience across the entire vertical of the blockchain stack including: infrastructure service providers, L1 ecosystem development, DEX building, piloting permissioned blockchains in enterprise, DAO set up, NFTs, and metaverses. follow him on Twitter @danhwang88 Daniel currently builds out the Validator ecosyst…
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Howdy all — this is the 5 minute crypto daily update for Thursday April 28th. Lots to cover in today’s update including First Republic Bank, OpenSea, Bitcoin’s BRC-20s, rebooting FTX, and more. Let’s get it on! — As of this recording, bitcoin and ETH prices have spiked, seemingly due to concerns about another US bank failure - which we’ll talk abou…
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Howdy all — this is the 5 minute crypto daily update for Wednesday April 26th. I listened to yesterday’s update and it seemed low energy Let’s get it on, got to get it on — As of this recording Bitcoin is up 3% in the last 24 hours to $28,400 ETH is up 2% to $1870 Speculation for the increase is some better than expected tech earnings and some shor…
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Howdy all — this is the 5 minute crypto daily update for Tuesday April 25th Lots to cover in today’s update including onchain billionaires, Ethereum’s next upgrade, Dune dashboards, market structure, and Arthur Hayes Let’s do this like Buddhists — As of this recording Bitcoin is around $27300 ETH is $1800 Both dropped around 1% in the last 24 hours…
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It’s Monday — this is the 5 minute crypto daily update for April 24th, I was outta commission the last 2 days but we’re back on the crypto horse now Let’s go! — As of this recording Bitcoin sits just under $27,900 ETH is $1880 It’s been a down week, but prices seem to be settling — What’s going on in crypto land… https://blockworks.co/news/euro-sta…
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Gmmmm happy Friday — this is the 5 minute crypto daily update for April 21st We’ve got a lot to cover in today’s update, I’m gonna try something a little different: more items, but shorter briefs. We’ve got EU regs, Tornado cash Alex, PEPE pump, decentralization, Bitcoin core, and even more. Let’s go! — As of this recording Bitcoin has fallen 2% to…
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Gm gm — this is the 5 minute crypto daily update for Thursday four twenty, which is dogecoin day for those who still bag hold. Today’s update is more packed than a Costco’s parking lot on Sunday afternoon: we’ve got NFT marketplaces, Korea’s comeback, Coinbase leaving the US, and too many great crypto twitter threads. Let’s do this like Buddhists! …
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Hello everyone - you are the best — this is the 5 minute crypto daily update for Wednesday April 19. My cohost and I also released an interview we did with Ethan from Citadao, so check it out at twodegens.com Today we’ve got a special episode - I’m gonna deep dive on a16z’s 2023 state of crypto report which has a lot of valuable insights and trends…
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Howdy all — this is the 5 minute crypto daily update for Tuesday April 18th. Today we’ve got Bittrex, crypto critics, Pixelmon and Nike NFTs, and some great reads and tweets. Let’s gooo — As of this recording Bitcoin has fallen slightly to $29400 ETH is flattish, sitting at $2071 In last 24 hours, some big winners include Decentraland’s Mana, Axie …
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Hello hello — this is the 5 minute crypto daily update for Monday April 17th As of this recording Bitcoin has fallen 2% to $29800 ETH has fallen 2% to $2082 Rocket Pool, an ETH 2 liquid staking derivative, is up 9% in the last 24 hours — What’s going on in crypto land… Bhutan, a small country north of Bangladesh and east of Nepal, population 700K, …
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Howdy everyone — this is the 5 minute crypto daily update for the weekend of April 15th and 16th What’s going on in crypto land… Galois capital founder Kevin Zhou may be starting a new fund https://blockworks.co/news/sources-say-galois-head-finalizing-next-move-zhou-says-not-currently 5 days since Ethereum’s Shapella upgrade went live which enabled…
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In this episode you'll learn -about Ethan's time working at Uber and Cloud Kitchens -- and what he learned from Travis Kalanick -why Singapore is so hot right now - and the pros and cons -deep dive on Citadao and real estate tokenization -thoughts on real world assets (RWAs) moving onchain -his spiciest crypto take (among many!) "Done is better tha…
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Herro — this is the 5 minute crypto daily update for April 14th As of recording -Bitcoin is $30,417 on Coingecko -ETH is $2,013, rising 5% in the last 24 hours after the Shapella hard fork What’s going on in crypto land… SEC issues a summons for Justin Sun, Tron founder and Bittorrent owner. -He has 21 days to respond to a complaint mailed to his s…
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This is the 5 minute crypto daily update for April 13th As of recording: Bitcoin is $30,013 on Coingecko ETH is $1,919, after Shapella upgrade went live a few hours ago What’s going on in crypto land… Shapella -the ETH upgrade went live -there was lots of debate on what would happen to ETH price -So far price has gone up 1% in last 24 hours -320K E…
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As of recording: -Bitcoin is $30,294 on Coingecko -ETH is $1,895 -Highest increase in last 24 hours was, surprise surprise, Solana! Whose price increased 12% to $23.49 What’s going on in crypto land… -ETH Global Tokyo is happening this week in Minato City -Shapella - Shanghai + Capella upgrades - happening 6pm Eastern today, April 12th, which allow…
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Today we chat with Luke Xie, General Partner at Press Start Capital, a pre-seed focused venture fund investing in web3 gaming and entertainment full-stack, led by experienced investors and builders from Binance, CoinMarketCap, Coinbase, DivX, Airbnb, and McKinsey. Previously, Luke led crypto investments at Comma Ventures and RocketFuel. He also hel…
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Kevin Market - recent pump, Balaji $2M bet, Fed Wednesday meeting, altszn is kinda back? AI update - moving faster and faster, GPT4 (context window, cost, hallucination) Media Great solution to NFT royalties: https://metaversal.banklesshq.com/p/lower-royalties There’s a number of different ways this incentivization can be accomplished. Maybe an NFT…
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Notes: Market takes ARB airdrop Credit Suisse & QE Imran Mohamad - background, how he got into Kyber Move to Vietnam Asia regulations / Singapore as crypto hub Deep dive on Kyber OG to obscurity to being a Top 5-7 DEX in volume again, and our real end goal. Most used DEX in the world - providing a seamless CEX like experience permissionlessly Aggre…
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Today, we discuss Good Entry and how every entry to the market can be a Good Entry when using Good Entry's upcoming protected perps where your position can't get liquidated by price. Instead, you pay block by block only as long as you needed to keep your position open, with no expiry. follow the team on twitter @goodentrylabs and learn more at good…
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We discuss TN’s background, how he started exploring blockchain during a research project in university, joining Kyber in 2016, and starting his own project after observing the wild fluctuations in yield during DeFi summer (Summer of 2020) Follow TN on Twitter at @tn_pendle and learn more about Pendle at https://www.pendle.finance/…
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Today we discuss Evie's background, her experience investing in early stage startups at Vertex Ventures (part of Singapore's Temasek) -- many of which have now become unicorns, such as Grab. We talk about how she got into crypto and go deep into Diamond Protocol's product. Learn more about Diamond Protocol at https://dmo.finance/ and https://twitte…
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Cholo Maputol Cholo is a former Investment Banker (10+ years) turned crypto builder - a strong believer of blockchain and what it can enable. A true gamer at heart, he is a fervent believer in the ability of gaming to transform and improve the human condition - mentally, emotionally, socially, and now financially with the advent of blockchain gamin…
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Recorded 5 Feb 23 Kevin Portfolio: Didn’t buy enough SOL; trying Stakefish for ETH validation https://ethropy.substack.com/p/2023-blockchain-themes-and-bold-predictions Gaming is the most obviously hyped vertical for blockchain and crypto disruption in the near future. Billions have been invested in gaming studios and companies and expectations are…
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Recorded 7 Dec 2022 Kevin Market thoughts: bought SOL - I like beaten down projects, agree with Burniske tweet on SOL v ETH, great Anatoly interview on Blockworks; consolidating more into ETH, sold some NFTs; DCA-ing a bit into BTC for Mom Content Ungox: Is this parody? Keeping crypto assets safe can be extremely challenging Link 1: Appears that Al…
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