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/

 

Chapters

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

Rapid fire

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