The Mindset That Separates Crypto’s Best Investors

Brandon Kumar is the CoFounder of Layer3 and former Vice President of Accolade Partners, one of the world's top crypto-specific fund of funds.In this episode, we unpack the mindset that separates crypto’s best investors. Brandon shares why being “long-term greedy” pays off, how to spot the DNA of top founders and top investors, and what it takes to win in evolving token-based capital markets.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD------Timestamps0:00 - Intro7:01 - Brandon’s background12:16 - The archetype of the best investors in crypto14:33 - How the crypto investor landscape has changed18:35 - The evolution of capital markets for token-based businesses22:05 - Can TradFi valuation methods be applied to crypto?25:19 - Sponsor break26:00 - What needs to happen to attract more institutional buyers?30:26 - Making sense of memecoins36:07 - Focus on what happens if everything goes right41:14 - The double-edged sword of tokens for early stage teams46:01 - Sponsor break47:40 - What is Layer3?48:29 - Who uses Layer3?51:46 - L3 token utility and design55:56 - Why Layer3 launched new prediction markets57:31 - Closing------🔗 Guest Links 🔗► Layer3 website: https://layer3.xyz/► Layer3 on X: https://x.com/layer3xyz► Brandon Kumar on X: https://x.com/brandon_m_kumar► Brandon's viral post on X: https://x.com/Brandon_M_Kumar/status/1915403560977633348------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.