Ep16 Quarter Zips & Internet Capital Markets

The crew dives into the reemergence of meme coin mania, drawing parallels to the ICO era and questioning whether Web2 founders are using tokens as a new form of capital raise. They break down the DeepSeek AI controversy, exploring its potential impact on compute costs, geopolitics, and OpenAI’s dominance. The conversation shifts to OpenSea’s token launch and what it means for NFTs, royalties, and creator-first marketplaces. Finally, they tackle the rise of tokenized real-world assets (RWAs), debating whether we’re entering the era of "Internet Capital Markets" or if it’s just another buzzword.Mentioned in the episodeDeepSeek R1 https://x.com/deepseek_ai/status/1881318130334814301Uniswap V4 https://x.com/Uniswap/status/1885329579495080248SEC’s Rescinding of SAB 121 https://www.coindesk.com/policy/2025/01/23/sec-withdraws-controversial-crypto-tax-accounting-bulletinTether announcement https://x.com/Tether_to/status/1885340138328244393FollowNet Society: https://x.com/net__societyDerek Edwards: https://x.com/derekedwsChris F: https://x.com/ChrisF_0xPriyanka Desai: https://x.com/pridesaiAaron Wright: https://x.com/awrigh01(00:00) - The Meme Coin Resurgence: ICOs 2.0? (04:12) - Introduction (04:38) - DeepSeek AI & The Cost of Intelligence (16:00) - The AI Compute War: Geopolitics & GPUs (26:18) - OpenSea’s Token Drop: Revival or Rerun? (35:25) - Tokenized Everything: RWAs & Internet Capital Markets