Spencer Noon's guest appearances

Spencer Noon

Village Global's Venture Stories

Base Layer

Bankless

Travis Kling

Joey Krug

Haseeb Qureshi

Arianna Simpson

Charlie Noyes

Michael Shaulov

Dan Held

Jesse Walden

Raoul Pal

Uri Kolodny

Lyn Alden

Luke Gromen

Robert Leshner

Marcos Veremis

Matt Cutler

OwlTail

Vance Spencer

Santiago Santos

In this special episode of Bankless, we bring on some of the best minds in the space to discuss where DeFi is and where we're headed. ------ 🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/   🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/   🎖 CLAIM YOUR BADGE:  https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge   ------ BANKLESS SPONSOR TOOLS: 💰 GEMINI | FIAT &amp; CRYPTO EXCHANGE https://bankless.cc/go-gemini  🦊 METAMASK | DEFI PASSPORT https://bankless.cc/metamask  🦄 UNISWAP | DECENTRALIZED FUNDING http://bankless.cc/uniswap  🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS https://bankless.cc/kwenta   ------ The Current State of DeFi Panel: Vance Spencer, Santiago Santos, and Spencer Noon It feels like we're living out a crucial moment in the story of Decentralized Finance. A variety of perspectives will collectively yield that we are at a tipping point, from a macro and micro standpoint. As we witness the emergence of a new technological ecosystem, the stakes and implications are ever increasing. Thus it only makes sense to bring on a panel of some of DeFi's smartest minds to hold a summit on where we are and where we're heading. This panel comprised of Santiago Santos of Parafi Capital, Vance Spencer of Framework Ventures, and Spencer Noon of the Variant Fund. In broad terms, DeFi refers to open, blockchain-based finance. The root of this stack consists of primitive financial services – the money verbs like borrowing, lending, trading, escrow, etc. It involves programming smart contracts to execute logic that transfers value on the blockchain. Within these parameters, there is infinite expressivity and room to explore. The internet of value has set itself up to be a game of optimizing capital efficiency through logic. The winners of this game will be the protocols, apps, individuals, and institutions that minimize counterparty risk while maximizing anti-fragility and resilience. The key here is finding ways to balance the values of consumer agency and protection with the power of capital efficiency. Maximalism and absolutes will be pushed to the margin as the realities of tradeoffs become increasingly apparent. DeFi, despite its youth, has shown itself to be resilient and deeply anti-fragile. Good logic doesn't break. As it matures, the growth and depth of DeFi infrastructure will demonstrably contribute to its Lindy effect. The total addressable market (TAM) of this ecosystem difficult to quantify, as it is a non-zero game that currently encapsulates the entire global economy at present. Conversations like these should leave an informed viewer feeling optimistic, inspired, and determined to face the obstacles ahead with resolve and conviction. ------ Resources: Vance on Twitter: https://twitter.com/pythianism?s=20  Santiago on Twitter: https://twitter.com/santiagoroel?s=20  Spencer on Twitter: https://twitter.com/spencernoon?s=20  ------ Topics Covered: 0:00 Intro 4:00 Santiago, Vance, and Spencer 5:40 What is DeFi? 12:01 Can't Be Evil 17:10 Total Addressable Market 20:39 DeFi Eating the World 24:50 Capitulating Institutions 31:26 Regulatory Winter 34:39 Stablecoins and Yield 44:36 El Salvador &amp; Usability 49:30 Uniswap V3 57:51 Layer 2 Madness 1:05:21 Being About That Life 1:09:10 Closing &amp; Disclaimers ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures 

In this special episode of Bankless, we bring on some of the best minds in the space to discuss where DeFi is and where we're headed. ------ 🚀 SUBSCRIBE TO NEWSLETTER: <a href="https://newsletter.banklesshq.com/" rel="nofollow" target="_blank">https://newsletter.banklesshq.com/</a>  🎙️ SUBSCRIBE TO PODCAST: <a href="http://podcast.banklesshq.com/" rel="nofollow" target="_blank">http://podcast.banklesshq.com/</a>  🎖 CLAIM YOUR BADGE: <a href="https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge" rel="nofollow" target="_blank"> https://newsletter.banklesshq.com/p/-guide-2-using-the-bankless-badge</a>  ------ BANKLESS SPONSOR TOOLS: 💰 GEMINI | FIAT &amp; CRYPTO EXCHANGE <a href="https://bankless.cc/go-gemini" rel="nofollow" target="_blank">https://bankless.cc/go-gemini</a> 🦊 METAMASK | DEFI PASSPORT <a href="https://bankless.cc/metamask" rel="nofollow" target="_blank">https://bankless.cc/metamask</a> 🦄 UNISWAP | DECENTRALIZED FUNDING <a href="http://bankless.cc/uniswap" rel="nofollow" target="_blank">http://bankless.cc/uniswap</a> 🔀 KWENTA | EXCHANGE SYNTHETIC ASSETS <a href="https://bankless.cc/kwenta" rel="nofollow" target="_blank">https://bankless.cc/kwenta</a>  ------ The Current State of DeFi Panel: Vance Spencer, Santiago Santos, and Spencer Noon It feels like we're living out a crucial moment in the story of Decentralized Finance. A variety of perspectives will collectively yield that we are at a tipping point, from a macro and micro standpoint. As we witness the emergence of a new technological ecosystem, the stakes and implications are ever increasing. Thus it only makes sense to bring on a panel of some of DeFi's smartest minds to hold a summit on where we are and where we're heading. This panel comprised of Santiago Santos of Parafi Capital, Vance Spencer of Framework Ventures, and Spencer Noon of the Variant Fund. In broad terms, DeFi refers to open, blockchain-based finance. The root of this stack consists of primitive financial services – the money verbs like borrowing, lending, trading, escrow, etc. It involves programming smart contracts to execute logic that transfers value on the blockchain. Within these parameters, there is infinite expressivity and room to explore. The internet of value has set itself up to be a game of optimizing capital efficiency through logic. The winners of this game will be the protocols, apps, individuals, and institutions that minimize counterparty risk while maximizing anti-fragility and resilience. The key here is finding ways to balance the values of consumer agency and protection with the power of capital efficiency. Maximalism and absolutes will be pushed to the margin as the realities of tradeoffs become increasingly apparent. DeFi, despite its youth, has shown itself to be resilient and deeply anti-fragile. Good logic doesn't break. As it matures, the growth and depth of DeFi infrastructure will demonstrably contribute to its Lindy effect. The total addressable market (TAM) of this ecosystem difficult to quantify, as it is a non-zero game that currently encapsulates the entire global economy at present. Conversations like these should leave an informed viewer feeling optimistic, inspired, and determined to face the obstacles ahead with resolve and conviction. ------ Resources: Vance on Twitter: <a href="https://twitter.com/pythianism?s=20" rel="nofollow" target="_blank">https://twitter.com/pythianism?s=20</a> Santiago on Twitter: <a href="https://twitter.com/santiagoroel?s=20" rel="nofollow" target="_blank">https://twitter.com/santiagoroel?s=20</a> Spencer on Twitter: <a href="https://twitter.com/spencernoon?s=20" rel="nofollow" target="_blank">https://twitter.com/spencernoon?s=20</a> ------ Topics Covered: 0:00 Intro 4:00 Santiago, Vance, and Spencer 5:40 What is DeFi? 12:01 Can't Be Evil 17:10 Total Addressable Market 20:39 DeFi Eating the World 24:50 Capitulating Institutions 31:26 Regulatory Winter 34:39 Stablecoins and Yield 44:36 El Salvador &amp; Usability 49:30 Uniswap V3 57:51 Layer 2 Madness 1:05:21 Being About That Life 1:09:10 Closing &amp; Disclaimers ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: <a href="https://newsletter.banklesshq.com/p/bankless-disclosures" rel="nofollow" target="_blank">https://newsletter.banklesshq.com/p/bankless-disclosures</a>

The Current State of DeFi | Vance Spencer, Santiago Santos, Spencer Noon

Join us for Episode 8 with Spencer Noon, an investor at Doggie Tail Capital, a fund backed by a family office. Spencer is an impressive investor in crypto, highly knowledgeable about the technology and especially Ethereum. We discuss ETH's current role, it's innovation with Serenity, smart contracts, scaling, zero knowledge proof and much more.

Base Layer Episode 008 - Spencer Noon (DTC Capital)

Cyrus Younessi

Tony Sheng

The guests on today’s episode are Spencer Noon (@spencernoon), an investor at Doggie Tail Crypto Capital and Cyrus Younessi (@cyounessi1), Director of Research and Trading at Scalar Capital.Co-hosting today’s episode is Tony Sheng (@tonysheng) who leads product at Decentraland. He also publishes analyses on the business and strategy of crypto at tonysheng.com and is one of Village’s Network Leaders.Spencer and Cyrus start out by laying out the theses underlying their bullishness on Ethereum. They give some context on Ethereum through a historical lens and discuss the properties that lend it to scaling well. They also debunk some of the common misconceptions about Ethereum.The four talk about where they would like to see development focused within the Ethereum ecosystem, what obstacles Ethereum faces, and what an Ethereum-killer might look like.They also discuss smart contracts and where Spencer and Cyrus disagree with the fat money crowd on the relative merits of Ethereum vs. Bitcoin as a store of value or as working capital. Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.Venture Stories is brought to you by Village Global, is hosted by co-founder and partner, Erik Torenberg and is produced by Brett Bolkowy.

The guests on today’s episode are Spencer Noon (@spencernoon), an investor at Doggie Tail Crypto Capital and Cyrus Younessi (@cyounessi1), Director of Research and Trading at Scalar Capital. Co-hosting today’s episode is Tony Sheng (@tonysheng) who leads product at Decentraland. He also publishes analyses on the business and strategy of crypto at <a href="http://tonysheng.com" rel="nofollow" target="_blank">tonysheng.com</a> and is one of Village’s Network Leaders. Spencer and Cyrus start out by laying out the theses underlying their bullishness on Ethereum. They give some context on Ethereum through a historical lens and discuss the properties that lend it to scaling well. They also debunk some of the common misconceptions about Ethereum. The four talk about where they would like to see development focused within the Ethereum ecosystem, what obstacles Ethereum faces, and what an Ethereum-killer might look like. They also discuss smart contracts and where Spencer and Cyrus disagree with the fat money crowd on the relative merits of Ethereum vs. Bitcoin as a store of value or as working capital. Thanks for listening — if you like what you hear, please review us on your favorite podcast platform. Check us out on the web at <a href="http://villageglobal.vc" rel="nofollow" target="_blank">villageglobal.vc</a> or get in touch with us on Twitter @villageglobal. Venture Stories is brought to you by Village Global, is hosted by co-founder and partner, Erik Torenberg and is produced by Brett Bolkowy.

Crypto Stories: The Bull Case For Ethereum with Spencer Noon, Cyrus Younessi and Tony Sheng