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Non-Consensus and Right
Field notes on crypto venture
 • Saurabh Deshpande, Joel John, and Siddharth
Dollars Are a Technology
Exporting American Institutions
 • Joel John
The Pull of Grvt
On how tokenisation opens slow finance to the masses
 • Joel John and Vaidik Mandloi
Going Institutional
ZKsync as a Call Option on Enterprise Adoption
 • Saurabh Deshpande
Keeping It Private
How Starknet is making crypto private for institutions
 • Saurabh Deshpande and Vaidik Mandloi
1:19:31
Building GPU Finance Rails with David Choi from USD.AI
David Choi of USDai on financing GPUs as collateral, building the Fannie Mae for chips, and why GPU-backed debt could underpin all credit in an AI…
 • Saurabh Deshpande
59:42
The Institutional Case for ZKsync with Alex Gluchowski
How ZKsync is going after institutions with Prividiums, and why it is the best way for institutions to get on-chain.
 • Saurabh Deshpande
Why Stripe built its own chain
Owning the seven layers of a transaction
 • Saurabh Deshpande and Vaidik Mandloi
Vertically Integrated Capital Aggregators
A Field Guide to Monopolies in Web3
 • Joel John
Why We Invested in Drift Protocol
Going Long Solana's Perpetuals Ecosystem
 • Joel John, Siddharth, and Saurabh Deshpande
Coming of Age
Speculative Premia -> Fundamentals
 • Joel John, Siddharth, and Saurabh Deshpande
Orchestrating Flow
How LI.FI Breaks Walls
 • Saurabh Deshpande and Vaidik Mandloi
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