Rachit Agarwal (@rachit)

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New Episode w @connorking, Founder @novora_

We discuss:

- MetaDAO and its ecosystem (@MetaDAOProject)
- Privacy Coins: ZEC, CYPH and UMBRA
- Investor Relations in Crypto

1:28 Connor’s background
4:41 Investor Relations in Crypto
8:23 Capital formation through MetaDAO
9:40 MetaDAO vs Business’ on top of MetaDAO
15:01 The $CARS thesis (Hot Wheels) (@ripcarsio)
19:10 The Privacy Landscape
20:16 The $CYPH thesis (@cypherpunk)
23:04 Smaller Bitcoin miners will switch to Zcash (?)
26:59 Where does onchain go from here
30:10 The UMBRA thesis (@UmbraPrivacy)
39:16 The BACKPACK thesis (@Backpack)
43:53 Connor’s investing philosophy

44:44

Rachit Agarwal @rachit 21h

Max Fear, the Jensen Fallout & How Low Can We Go? ft.Taha from Paragon x.com/i/broadcasts/2…

Rachit Agarwal @rachit 22h

the next leg of the @touchgrass_pod will be about sharing trade ideas and thesis'

we have a trading focused livestream called Hedge and Edge where KG and @nobraintrader1 talk about the week and their setups

but beyond that, as tokenisation brings all type of assets onchain - the idea is to bring investors who have unique thesis' and for them to share how they are allocated (not just limited to crypto assets)

Karthikeya Verified account @24_gutta 1d

The solana:CARSsxWPkpQWvfyRBwfGMGvysJBHdHGfE46X5MNgmeta thesis (@ripcarsio) - by @connorking

"I had faded the general gacha theme for quite some time. I just didn't find it personally interesting."

"I was never into Pokémon cards. I had a ton of baseball cards, football cards, basketball cards, etc. You could give me any MLB player and I would tell you their RBIs, their batting average, etc. So I just personally didn't find Pokémon interesting."

"But after going back, it was hard to ignore the data that Collector Crypt was shipping. So there was something real there. There was real gross revenue and volumes there, which is great."

"And I thought what was interesting about Rip Cars is that, one, no one had really done this with Hot Wheels. And I used to collect Hot Wheels; my dad collected Hot Wheels when he was growing up."

"Two, it's a market that's been around for a very long time."

"Three, you have a collector holder base that has strong affinity towards it. And the only real marketplace has historically been eBay."

"So you have real people that have affinity to this over 30, 40 years, and you have no real online marketplace. So that was a very zero-to-one, n-of-one idea."

"I like David, I like his co-founder Luis. So that's what excited us: that they were gonna go build this first onchain gacha marketplace for Hot Wheels."

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Rachit Agarwal @rachit 23h

huge shoutout to all the creators on the ground during devcon week

last cycle, crypto creators from india created airdrop farming guides for indians

this cycle, they create educational content for everyone

marilyn100x.eth Verified account @marilyn100x 2d

"Everything is basically going to be cheaper on Ethereum" - @VitalikButerin.

I asked him what gets easy and cheap on @ethereum in the next 18 to 24 months and will it change how people build or use it?

> Private transactions cost at least 300,000 gas today, and many go up to a million, but EIP-8288 will cut that by a lot and make them quantum safe.
> AI and formal verification now lets even solo developers build applications with a very reliable guarantee of their security.

He says the impact of that for people building applications is still very underrated.

Full answer👇

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Rachit Agarwal @rachit 4d

talent density at solana summit in mumbai was disproportionately higher than any other event during devcon

safe to say all of India’s top builders are now building on solana

Rachit Agarwal

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