The Edge in Liquid Markets| Noah & Felipe

In this episode, Noah and Felipe from Theia joined us to discuss their perspective on liquid and private token markets, how they reconcile fundamentals and valuations, and their thoughts on malicious MEV. Additionally, we cover how they view activist investing in crypto. Finally, we dive into token design. Thanks for tuning in! As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. -- Special thanks to our sponsor, Nillion! Stay up-to-date with “Humanity’s first blind computer” by following Nillion on X: https://x.com/nillionnetwork -- Follow Noah: https://x.com/TraderNoah Follow Felipe: https://x.com/TheiaResearch Follow Boccaccio: https://x.com/tripleboccaccio Follow Blockworks Research: https://twitter.com/blockworksres Subscribe on YouTube: https://bit.ly/3foDS38 Subscribe on Apple: https://apple.co/3SNhUEt Subscribe on Spotify: https://spoti.fi/3NlP1hA Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Timestamps: (0:00) Introduction (2:50) Why Focus On Liquid Tokens? (9:10) Token Only Teams vs Token & Equity Teams (17:34) Permissionless III Ad (18:48) Reconciling Fundamentals and Valuation (26:48) Dealing With Malicious MEV (33:06) Activist Investing In Crypto (38:37) Token Design: Less Is More (43:40) Looking Towards the Next Three Years -- Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place Blockworks Research: https://www.blockworksresearch.com/ Free Daily Newsletter: https://blockworks.co/newsletter -- Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Dan, and our guests may hold positions in the companies, funds, or projects discussed.