Episode 18 - The Open Metaverse Podcast
In this episode, we're joined by Alex Lin, the Head of Research at Shima Capital.
Alex shares his thesis and thoughts on the infrastructure of Web 3.0. The discussion also covers a variety of topics such as multi-chain re-staking, Maximal Extractable Value (MEV), (DePIN), the intersection of crypto and AI, and the comparison between modular and monolithic architecture for blockchains. We also delve into strategies for gaining an edge when evaluating founders.
Tune in for an insightful exploration of the evolving landscape of #web3.
Alex's Twitter: @linfluence
Shima's Twitter: @shimacapital
Shima's Website: https://shima.capital/
01:13 Intro to Alex
05:17 - Restaking
09:24 - Multichain & Crosschain Restaking
12:52 - Restaking Monopolies & Oligopolies
14:54 - Trust - Barrier to Entry
16:18 - Investing in MEV
21:25 - MEV Sequencing
23:47 - AI Crypto Convergence / Decentralised Computing
28:14 - ZKML
30:49 - Scaling Issues for Decentralised Networks
36:53 - Decentralised Physical Infrastructure Networks
44:47 - Modular vs Monolithic Blockchain Architecture
49:17 - Vertical Integration
50:10 - Composability
53:08 - Philosophy of Investing
01:01:53 - Building today
01:05:21 - What would Alex do with 1 Million Dollars?
01:08:08 - Crypto Pet Peeve
01:13:24 - Fatzuki
01:14:02 - Question Mehdi should have asked
01:15:43 - Where to find Alex
01:17:50 - Outro