🎙️The Bull Case for DeFi | Vance Spencer
🎙️The Bull Case for DeFi | Vance Spencer
Chatting with the co-founder of Framework ventures on DeFi tokens, composable communities, crypto native investing, and some future price predictions!
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Episode: #28 - The Bull Case for DeFi
August 31st, 2020
Vance Spencer of Framework was buying DeFi tokens when they were deeply unpopular. Deep conviction on DeFi, but he and his co-founder made bets on communities. He was contrarian yes...but contrarian right.
Ask him his strategy and he'll simply tell you..."I look at memes all day." But there's hidden brilliance in that phase. Listen as he describes how he invests in the crypto native founders, how he buys culturally composable communities, how the best things start very small.
His fund bought SNX when no one believed. They bought LINK when it was worth 18 cents.
How? Why? What's he buying now?
We end with some FIRE predictions on final market caps for this bull run.
We cover:
Are we in a bull market?
The DeFi Bull Case
Crypto Native Investing Fund
Composable communities
Contrarian bets in the bear market
Where did the LINK marines come from?
Populism is real in crypto
REGULATORS are friends?
Turning Communities into Protocols
Farming Token Premium
Things Vance is buying
Price Predictions!!! 🔥
Join us next Monday for a fresh episode!
Resources discussed:
Listen to Protocol Sink Thesis episode (it’s happening every day)
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