Private Equity and Infrastructure

The place to get some visibility into the opaque world of private equity and infrastructure.

Sep 30, 2021
When Music and Crypto Collide
Two complementary industries, music and crypto, are becoming more intermingled by the day. Jack Spallone, head of crypto at HIFI Labs, joins Kevin Kelly, co-founder of Delphi Digital, to provide an insider look. Hailing from the recording industry, Spallone has thought a lot about this intersection we see today with crypto. There are countless ways in which the transition to a more decentralized internet, Web 3.0, can manifest new avenues for musical artists to curate their followings and earn revenue. Spallone and Kelly dive into these various avenues—from “Label DAOs” to social token community funds. This video is another installment of Kevin Kelly’s journey into Social Tokens, DAOs, & the Ownership Economy Revolution. Filmed on September 23, 2021.
Sep 29, 2021
Asia Update: Cryptocurrency Entrepreneurship
Being a Hong Kong based journalist, Angie Lau, editor-in-chief of Forkast.news, joins to give us a boots on the ground perspective into the Asian crypto scene. Despite the recent news of yet another Chinese crackdown, the Asian cryptocurrency industry is blossoming, especially in areas like the Philippines and Vietnam. Lau takes through the big picture vantage point of several stories she has been covering. Having recently concluded her interview with Charles Hoskinson, founder of Cardano, Lau also reflects on some of the lessons learned and the importance of differentiation in the crypto space. Axie Infinity is another crypto project that has had a powerful impact on Lau. She discusses the broader implications for what “play-to-earn” projects mean for countries like the Philippines and touches on the future of crypto in Asia more generally. Interviewed by Ash Bennington on September 23, 2021.
Sep 28, 2021
Ethereum 2.0 and Its Developments Explained
Ryan Berckmans, investor and Ethereum community member, joins to discuss. Berckmans provides us with a deep dive into the London Hard Fork and EIP 1559, which are changing the structure behind gas fees on the network. He also lays out the timeline and describes the many hurdles that are involved in Ethereum’s transition to phase 2.0, where the network will utilize a proof-of-stake consensus algorithm. While this shift will undoubtedly make Ethereum more scalable, will it have negative implications for the chain’s security and validity? Tune in for Berckmans’ explanation. Interviewed by Ash Bennington on September 9, 2021.
Real Vision Sep 28, 2021
High Conviction Assets in the Meme Age
Joe Besecker, CEO of Emerald Asset Management, joins short seller Marc Cohodes to discuss some of the hottest names in the cybersecurity space. Despite many investors catching the "meme asset" bug, the pair outline the legitimate, annuity-like value of digital token assets and several of Besecker’s high conviction long-term cyber plays. As more investors become enthralled with NFTs, Besecker predicts an imminent rise of security tokens’ value in a digitized ecosystem. Filmed on September 21, 2021.
Sep 27, 2021
The Layperson's Guide to NFTs and Ethereum
How much do you really know about NFTs? The current perception is that they are just a tradable version of art, but Ryan Berckmans, an Ethereum community member and investor, outlines its intricacies and nuances in this analogy-filled interview. Berckmans seamlessly explains the working relationship between NFTs, a platform like OpenSea, ERC-721 tokens, and a metamask wallet with real world objects like scarfs, soda cans and shipping containers. Following these explanations, he explores why we will see a multiple blockchain future and explains the key differences between Ethereum, Solana and Cardano. Interviewed by Ash Bennington on September 8, 2021.
Sep 23, 2021
Building The First Generation of DAOs
DAOs are capturing the imagination of creators and entrepreneurs the world over. Jess Sloss, instigator at Seed Club, joins Kevin Kelly, co-founder of Delphi Digital, to discuss how they guide and invest in startup communities as well as explain how social tokens can play an important role delivering value to those communities' members. In this deep dive, Sloss explains who DAOs will work for and why Seed Club is discerning who is in this journey for the long haul. Filmed on September 16, 2021.
Real Vision Sep 23, 2021
Jeff Snider: Understanding the Shadow Banking System
Jeff Snider, head of global research at Alhambra Investments comes back for Round 2 with Real Vision's Maggie Lake to give us a master class in money supply and explain why central banks are doomed to fail when it comes to reviving global growth. He also weighs in on China's Evergrande problem and whether cryptocurrencies are the answer to our current economic woes. Filmed on September 23, 2021.
INK Videos Sep 23, 2021
The i-80 Gold road to opportunity and outperformance
I-80 Gold (IAU) has jumped more than 25% since we first covered it in May. Ted Dixon explains what is driving the stock down the road to outperformance and reports that insiders are very much along for the ride.
Sep 22, 2021
Charles Hoskinson: Unlocking the Power of Smart Contracts
The addition of smart contracts to the Cardano network has many in crypto buzzing. Angie Lau, editor in chief at Forkast News, hosts Charles Hoskinson, founder of Cardano and co-founder of Ethereum, to discuss the details around the Alonzo hard fork and the importance of smart contracts. Additionally, Hoskinson dives into the hurdles DeFi has to overcome both from a structural and a regulatory framework. Until accessibility and price volatility concerns are addressed, he feels it will be stuck in a speculative bind. Filmed on September 15, 2021.
Sep 21, 2021
How Software Developers Hold the Keys to Society
Garry Tan, co-founder of Initialized Capital and one of the earliest investors in Coinbase, shares his outlook on crypto products, his concerns with crypto regulation, and how it will challenge America's democracy. Deeply rooted within the world's tech hub, Tan expresses that Silicon Valley will continue to be home to the internet. Tan explains what he learned in Y Combinator, his peers who have gone on to develop multi-billion dollar companies, and what it means to invest in early stage startups. What role does crypto play in all this? Tan outlines where that fits in as well. Interviewed by Ash Bennington on September 16, 2021.
Sep 20, 2021
Interoperability and Micropayments Are the Internet's Future
If there is an original sin of the internet, Stefan Thomas, co-founder of Interledger and CEO & founder of Coil, would describe it as the development of business models that favored centralized monetization models, which led to troublesome payment systems for both users and content creators. As the emergence of blockchain technology offers an alternative to this, he joins Santiago Velez, co-founder and division lead of R&D at Block Digital Corporation, to outline the importance of interoperability between blockchains and micropayments. Those key features are what Thomas believes will remedy systemic issues and centralization which have taken hold of the modern-day internet. Filmed on September 15, 2021.
Sep 16, 2021
How DAOs Are Kindling the Ownership Economy Model
The ownership economy flips traditional business models on their head—Cooper Turley, crypto strategist lead at Audius and manager of social at DAOs and Friends with Benefits, and Kevin Kelly, co-founder of Delphi Digital, explore the groundbreaking opportunities of social tokens for online communities. Turley explains how social tokens are democratizing rewards and financial incentives to the individuals who are truly bringing value to respective communities. He examines how these communities are much more efficient in their use of working capital and why peer governance focuses on the betterment of the community. Using Friends with Benefits as his primary example, Turley demonstrates how using simple applications and onboarding procedures allows communities to cultivate and develop productive members. Filmed on August 25, 2021.