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All Episodes

Bixin Ventures Daily — 149 episodes · page 1 of 2

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Title
1

Why we invested in Pendle

2

Revolutionizing DeFi Lending: Exclusive Interview with Florence Finance | Bixin Talk

3

What can we expect from Shapella?

4

LayerZero - Bixin Ventures Portfolio Insights

5

The Decentralized Science Ecosystem, The Security Properties of Sovereign Rollups on Bitcoin, The Things We Want from an Offchain System

6

Sovereign Rollups on Bitcoin with Rollkit, Cosmos Liquid staking, Four Trends in the LSD Industry

7

Finality Time in Crypto Networks, Time Boost for Arbitrum, The Orderflow Auction Design Space 03/06

8

User Retention on Arbitrum and Optimism, The Value Potential of Eigenlayer Restaking 03/03

9

Beyond Extraction, The Current Situation of Base, Oversaturation on GLP models 03/02

10

Defi Business Models, Transaction Costs for Zkrollups, Flashbots Transparency Report 02/17

11

Alkimiya and The Future of the Block Space Commodity Market, Update on the Progress of zkevm, Airdrops being broken 02/16

12

Why the Fat Protocol Thesis in Crypto Will Soon Be Invalidated, How Real World Assets Can Be the Next Big Thing in Crypto, A Developer’s Guide to the zk Galaxy 02/15

13

The Seventh Bull run of Bitcoin by Pantera, The Use Cases of Account Abstraction 02/14

14

Stablecoin being Crypto’s Killer Use Case, Bet to Play, The Shanghai Upgrade’s Effects on Liquid Staking Derivatives 02/13

15

The Battle between Wormhole and Layerzero, The Fundamentals of Rollup Economies, Staking inflow and outflows after Ethereum’s Shanghai upgrade 02/10

16

The Future of MEV, NFT Use Cases Beyond Digital Art, Why GTX Could Lead to Another Disaster 02/09

17

Messari Decentralized Social Market Report & Blur’s New Game Changing Move Against Opensea 02/08

18

dYdX tokenomics, The next Frontier in Crypto Economic Business Model, The Current Situation of the Canto Network 02/07

19

The Value of Nontoxic Orderflow to the Uniswap Protocol, One of the Coolest Experiments in Crypto, Onchain RWA 02/06

20

Shanghai Upgrade’s Effect on LSDs, What’s Going On With Aptos? Comparison Between Uniswap and Curve 02/03

21

The state of the Blockchain Investing Market in 2023, Positive Sentiments on Arbitrum’s Tech, The Current State of Optimism 02/02

22

The Weight of L2 Systems on The Cost of Ethereum Gas and The First Potential Crypto Native ETF 02/01

23

Optimism a Glass Half Full, A State of Ethereum Report, Onchain Gaming with User Generated Logic 01/31

24

Innovations of On-chain Perpetual Protocols, A Developer Report by Electric Capital, Evidence for a Middle Term Bottom 01/30

25

Modular Design, KZG Ceremony, The Current State of the Optimism Ecosystem 01/19

26

How the Exit Queue Works after the Shanghai Upgrade, Sector Specific Chains 01/18

27

Progressive Decentralization, Omni-Chain Liquidity with Rage Trade, NFT Sub Sectors, Crypto Project Moats 01/17

28

The GameFi Ecosystem, MEV in the Next 5 Years, The Continued Decline of Algorithmic Stable Coins, Security Benefits of EVM Compatibility 01/16

29

How the Rumours of Solana’s Death’s have been Greatly Exaggerated, How Staked ETH Withdrawals will be Enabled, NFT Predictions for 2023 01/13

30

The New Highs for Liquid Staking Derivatives, Innovations in the Stablecoin Landscape, The 10 Biggest Narratives for 2023 01/12

31

The Evolution of Oracles, Circumventing Layer Zero, A Developer’s Perspective on Solana vs Polygon 01/11

32

Liquid Staking After Ethereum’s Shanghai Upgrade, The Answer to Ethereum Scaling, How Web3 Games Win Over Games 01/10

33

What Uniswap V4 might look like, Predictions on ZK Cryptography in 2023 01/09

34

A Monthly Report on Investors, Fast Finality for Rollups, Sizing the Web3 B2B Software Market, Asia Leading the Next Crypto Cycle 01/06

35

The Endgame for Blockchain Infrastructure, Dynamic NFTs, Crosschain MEV 01/05

36

Why Crypto Payments Have Not Gone Mainstream, Distinguishing Zkevm, Defi as a Game of Monopolies 01/04

37

Challenges of Building a Zkevm, The Case for SQL for Onchain Data, and ETH Staking Risks 01/03

38

How Defi Options may not be the Next Big Defi Narrative, Increasing Defi Asset Management, Recent Defi Arrests 12/29

39

Lens protocol’s Scaling Plan, Catalysts for the Next Bull Run, Ethereum Ecosystem Predictions for 2023 12/28

40

Ethereum’s Decentralized Vision, Value Accrual from Protocols to Apps, Emerging Narratives for 2023 12/27

41

2022 Annual Review of NFT Washing Trading on Ethereum, Coinbase’s 2023 Crypto Market Outlook, The Blocks 2023 Digital Assets Outlook Report 12/26

42

Rise of Credentialing as a Service, End of Year Review of Algorithmic Stablecoins, How to Decentralize a Startup 12/23

43

Vatalik: 3 Huge Opportunities for Crypto in 2023! A Report on the Staking Ecosystem, Issues Related to GMX 12/22

44

The Differences Between the Top 2 ZK Rollups, Cryptocurrency Valuation and Fundamentals, Advice for the Next Crypto Data Unicorn 12/21

45

Renewed Interest in NFTs, The Challenges and Opportunities for the Wallet Segment, and The Five Memes that Defined Defi in 2022 12/20

46

Bixin Ventures take on NFT marketplaces; Ethereum’s Compliance Concerns, What a16z is Excited about in the Crypto Space, Uniting Rollups with Shared Sequencers 12/19

47

Consensys Zkevm and The Current State of Decentralized Identity and Reputation 12/16

48

Crosschain Interoperability for Defi and an Opinion Piece by Bankless on Web3: Is Web3 Bad For the World? 12/15

49

Features of a Premium Execution Layer and a 2022 Blockchain Summary by Glassnode 12/14

50

NFT as Affiliate Links and Binance’s Research Report on GameFi Tokenomics 12/13

51

MEV driven centralization on Ethereum, The decline of NFT Creator Royalties, The State of Gas Revenue on Layer 2. 12/12

52

Exchange Tokens, Ethereum’s Liquid Staking Landscape, Eigenlayer 12/09

53

Proof of Physical Work, Business Model of Ethereum Scaling Solutions, The Mass Adoption of Web3 Social 12/08

54

Account Abstraction, The Performance of Uniswaps NFT Marketplace, Exciting Ethereum Application Ecosystem 12/07

55

Ethereum’s Net Supply Growth, A New User Protocol Communication Layer, November’s Summary of the Crypto Market 12/05

56

Defi Option Adoption, The State of Scaling Solutions for Non-Financial Applications, Augmenting Culture, Uniswap NFT Aggregator Insights 12/02

57

The Notion of Governance Rights for Tokens, Bot Activity on Decentralized Exchanges, A Brief Analysis on the Five Governance Tools of Dao 12/01

58

Why Web 3 Deserves Better Rewards, Drive To Earn, Opportunities with Web3 Wallets 11/30

59

The Industry Lessons from Uniswaps Airdrop, The Future of GMX, FUD on GMX Analysis 11/29

60

The 3 Main Problems of Bitcoin and An Opinion Piece on the Aftermath of Catastrophic Crypto Events 11/28

61

The Future of MEV and Crypto Yield Sources 11/25

62

Analysis of Curve’s LLAMA, UX Improvements Over Time, Sustainability of Web 3 Infrastructures 11/24

63

The Controversial Trading Strategy by Eisenberg on Aave, The Current Landscape of MEV, Using Hardware to Make ZKP Faster 11/23

64

Scalability Solutions, The Market After the FTX Collapse, Expanding Uniswaps Addressable Market 11/22

65

Vitalik: Proof of Solvency for CEXs, How Crypto Can Benefit Businesses, Crypto and UX, Vote escrows 11/21

66

The Collapse of Alameda and FTX blockchain analysis by Nansen & Seedless Self Custody Wallet 11/18

67

A Three Layer Architecture for Scalability Solutions, A Recent Development on Genesis, Gemini’s Response to Recent Events 11/17

68

Long-Term View of Web3, The Fees Market in Decentralized Services, The Latest Progress of US Digital Dollars 11/16

69

The Future Development of Crypto Wallets, PlayStation has been working on NFTs and Blockchain Technology; The Patents Filed by Sony 11/15

70

FTX Fiasco Follow up, Binance’s Push for Self Custody, Details on EIP-4844 11/14

71

FTX Meltdown by Messari; Potential Solana Defi Contagion 11/11

72

FTX situation by Arthur Haye’s; Crypto Industry, Where do we go from here? 11/10

73

FTX Situation thoughts by Circle CEO, Alameda Research current Defi Debt Obligations, Marketplaces and Creator Royalties 11/09

74

Crypto State of the Industry for Oct, Appchains, State of Institutions in Crypto, Uptrend Taking Shape in Crypto 11/08

75

Re-Staking, Order Flow Toxicity 11/07

76

Q3 Web3 Developer Report, Vitalik’s Take on Rollups and Training Wheels, MEV Post Merge, Ownership Graphs 11/04

77

Investment Thesis on 2023 crypto Primary Market, ZKPs in Web3, a Social Thesis 11/03

78

DeFi Protocols and Tokens, Solana's Future, Art Gobblers, Debate on NFT Influencer Ethics 11/02

79

Sui & Aptos differences, why Spartan Labs chose to build on Sui & Value Flows in the MEV ecosystem 11/01

80

Vitalik’s take on Crypto Regulations, Fashion NFTs, Comparison Between Zkevm, Post Merge Review for Ethereum 10/31

81

The necessity for Autonomous Monetary Policy for Ethereum’s Long Term Growth, The Need for Tokens in Defi Protocols, Revenue Evil Curve 10/28

82

Finance’s Bridge to crypto, Decentralized Sequencing, Pantera’s View on Decoupling Blockchain like Gold 10/27

83

Bixin Venture’s take on BTC and ETH on Censorship Resistance, Apple’s Rule on Crypto Apps, Current Web3 Social Engagement, Current Stage of Decentralized Wireless Industry 10/26

84

Marketing in Bear Market, Decentralized Social Media Primer, Reddit’s Foray into Crypto & Censorship 10/25

85

Binance’s Q3 state of crypto, AM and GM Time Weighted Average Price for Defi lending protocols, Tokens and New Crypto Consumer Behavior, Crypto DAOs from a Crypto Law Perspective 10/24

86

The Need for Consumers to Hedge their Gas Expenditure, Recent Shift in Demands, Comparison Between Modern Day Tokens and 2017 Tokens, The Current Situation of the Staking Market 10/21

87

SBF’s Regulation Stance, Reddit’s Web3 Go To Market Strategy, Meritocracy and Web3, Gas Optimization Comparison Between Major EVM Languages 10/20

88

Evolution of Crypto Adoption in Southeast Asian, Liquidity providers and L2s, Avalanche Subnets and Cosmos 2.0 Comparison 10/19

89

Magic Eden Zero NFT Royalties Argument, NFT Marketplace Trends, Design Deficits in Ribbon Lend, Features of App Specific Blockchains 10/18

90

Web3 Development State in Q3 of 2022, Web3 Growth Tools, New Behaviours of Blockchain Social Experiences, The Appchain Thesis 10/17

91

Current Risks of Crosschain Bridges, Binance Layer 2 Scaling Market Update, Apps as Sovereign Communities 10/14

92

State of Defi Perpetual Exchanges and Stablecoin Dominance On Chains 10/13

93

Parallels in Web3 Gaming, Early Day F2P Browser and Mobile Games, Application Specific Rollups, Variable Security Data Sharding 10/11

94

The Effect of Rising Inflation for Crypto, Hyperapps, Quantitative Analysis on Ethereum Post Merge 10/11

95

Application Specific Blockchains, Projection on ETH NFT Dominance, Q4 Trends 10/10

96

Current State of Defi, A Global Web3 Gamer Study, The State of Fashion NFTs 10/07

97

Status of ETH As A Security & Geographic Allocation of Funding for Crypto Projects 10/06

98

Application Specific Blockchain, Increasing Bridge Security Through Zero Knowledge Proof & Account Abstraction 10/05

99

Hyper-Scale Data Availability for ZK System, The Inevitability of Unichain, The History of Gaming and Its Web3 Future 10/04

100

Deep Liquidity Sustainability, The State of ETH and Solana’s NFT Marketplace, MEV Post ETH Merge 10/03