Tom Dunleavy: The State of Web3 in 2024 - [Making Markets, EP.30]

Tom Dunleavy: The State of Web3 in 2024 - [Making Markets, EP.30]

Author: Colossus | Investing & Business Podcasts May 24, 2024 Duration: 41:48

My guest today is Tom Dunleavy. Tom spent a decade in traditional finance before moving onto Web3. Today he is the Managing Director of the Crypto VC firm MV Global. We start this conversation by exploring the current state of public and private crypto investing. Tom then outlines the process of raising capital, the role of Key Opinion Leaders, the meta-use case of crypto and the implications of on-chain liquidity. We then close on the regulatory environment in the US. Please enjoy this conversation with Tom Dunleavy. 


For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.

-----

Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @makingmkts | @ericgoldenx

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).


Show Notes

(00:00:00) Welcome to Making Markets

(00:01:15) Exploring the Dynamics of Public and Private Crypto Investing

(00:06:49) Unpacking the Process of Raising Capital in Crypto

(00:14:01) The Role of Key Opinion Leaders (KOLs) in Crypto Funding

(00:19:49) Evaluating Different Sources of Capital

(00:25:31) The Growing Theme of Chain Abstraction

(00:29:59) Navigating the Regulatory Landscape and the Future of Crypto

(00:33:51) The Political Nature of Crypto

(00:27:10) The Next Catalyst For Crypto

(00:40:41) Final Thoughts and the Road Ahead for Crypto

Learn more about your ad choices. Visit megaphone.fm/adchoices


Eric Golden hosts Making Markets, a podcast that digs into the often unseen mechanics and human behaviors driving how value is assigned and traded. Rather than just analyzing charts or headlines, conversations focus on the underlying architecture-the rules, relationships, and psychology-that defines how any marketplace functions. This approach means that one episode might dissect the familiar terrain of bonds or equities, while the next ventures into the specialized worlds of fine art, cryptocurrency, or even vineyard acquisitions. The common thread is a curiosity about the actual transactions and the people who facilitate them, providing a tangible sense of what occurs when assets change hands. By speaking with practitioners and experts each week, the show demystifies the complex systems that form the backbone of global commerce, offering listeners a clearer picture of economic forces at work. As part of the Colossus network of investing and business podcasts, Making Markets builds a comprehensive library of knowledge, turning abstract concepts into accessible narratives. It’s for anyone who has ever wondered about the real-world machinery operating behind the curtain of daily financial news.
Author: Language: English Episodes: 100

Making Markets
Podcast Episodes
Haseeb Qureshi: The TAM of Crypto - [Making Markets, EP.18] [not-audio_url] [/not-audio_url]

Duration: 1:24:21
My guest this week is Haseeb Qureshi, managing partner at Dragonfly Capital. From making millions through poker before the age of 21, to going viral for an article on negotiation, to being hired personally by Naval Ravik…
Edward Woodford: Driving Crypto Adoption - [Making Markets, EP.17] [not-audio_url] [/not-audio_url]

Duration: 40:48
My guest today is Edward Woodford, the CEO and Co-Founder of Zero Hash. Zero Hash builds software that allows businesses to launch crypto products quickly, simply, and compliantly. This is Edward’s second startup, and we…
David Kalk: Crypto's New Regime - [Making Markets, EP.15] [not-audio_url] [/not-audio_url]

Duration: 50:45
My guest today is David Kalk. David used to run Peter Thiel’s Macro Fund and is currently the CIO of Reflexive Capital where he spends most of his time managing the Crypto-focussed Liquid Trading fund. We start the conve…
Quarterly Market Recap - (Making Markets, EP.14) [not-audio_url] [/not-audio_url]

Duration: 45:19
Today Matt turns the mic on Eric for the quarterly recap where they talk all things Bitcoin ETF, a strong fourth quarter for 2023, an interesting kick-off to 2024, and Eric's current outlook on the market (anxiety). Plea…
Mark Dow: A Behavioral Macro View - [Making Markets, EP.13] [not-audio_url] [/not-audio_url]

Duration: 57:25
My guest this week is Mark Dow. Mark started his career as an economist with the US Treasury and the IMF before he joined Wall Street. Today, he is the founder of behavourialmacro.com and runs a fund that combines his sk…
Howard Lindzon: The Price is All you Need - [Making Markets, EP.12] [not-audio_url] [/not-audio_url]

Duration: 1:02:41
My guest today is Howard Lindzon. It’s impossible to summarize Howard’s resume, but he’s best known for founding StockTwits and as a private and public market investor. We start this conversation with a hilarious story o…
The Almanack of Eric Jorgenson - [Making Markets, EP.11] [not-audio_url] [/not-audio_url]

Duration: 59:12
My guest today is Eric Jorgenson - the author of two books that I really enjoyed- "The Almanack of Naval Ravikant" and "The Anthology of Balaji." In this conversation, he tells us what he learned from studying these grea…
Caroline Taylor: Valuing Fine Art and NFTs - [Making Markets, EP.10] [not-audio_url] [/not-audio_url]

Duration: 44:06
My guest this week is Caroline Taylor. An art valuation expert, Caroline founded the Appraisal Bureau to bring data and analytics to the highly subjective world of art appraisals. We start the conversation with Caroline’…