Why We're STILL Irresponsibly Long DeFi

This week, we’re flipping the script. Instead of hosting, we sat down as guests on The Wallfacer Podcast for one of the most in-depth conversations on what drives our investing in DeFi today. We cover the foundational principles that have shaped our long term views like Bitcoin’s ideology and later Ethereum, all of which still greatly influences how we approach our most DeFi investments heading into 2025.

We dive into how narratives often outpace reality in crypto, why our edge as users makes us better angel investors, and we even discuss some actual tokens and protocols we’re backing this cycle. It’s one of the most open and candid conversations we’ve published as investors.

Huge thanks to our friend Ryan Rodenbaugh for hosting us, and for letting us republish this special episode on The Edge Podcast.

Thanks to our sponsors for making it possible to create and share this content!

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