Weekly News Roundup 09/11/20 (Crypto penetration by country, DeFi moats and valuations, how DeFi reminds us of PoW launches) (EP.124)
On The Brink with Castle Island - A podcast by Castle Island Ventures
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Matt and Nic return for deals and news of the week. In this episode: the NFL is BACK Matt's predictions for the Patriots season New data on countries where crypto penetration is highest Mastercard launches a CBDC testing platform USDC launches on Algorand Past is prologue for stablecoins moving chains DCG continues to grow into a juggernaut Our Sushiswap explainer Can DeFi projects maintain sustainable moats? What distinguishes DeFi tokens from ICOs? Why you can't apply traditional equity earnings multiples to DeFi valuations How Sushi reminds us of Monero's origins How Curve reminds us of Dash's launch Why communities often stick with botched 'fair launches' Content mentioned in this episode: Avichal Garg and Curtis Spencer on On The Brink Ruben Galindo appears on the show Jump Capital's mid-2020 crypto theses Chainalysis' 2020 global crypto adoption index Bitcoin: A Novel Economic Institution from Ark Invest
