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Touch Grass Podcast
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Touch Grass Podcast
@touchgrass_pod
crypto conversations with @24_gutta and @rachit - covering stories, narratives, markets, tech and much more!
Katılım Mart 2025
5 Takip Edilen729 Takipçiler
Touch Grass Podcast retweetledi
irl with Saeed Badreg, CEO of Wormhole Labs and Sunrise contributor (@shadddowfax)
covering everything Sunrise, institutions in crypto, the age of AI, Mayan and much more!
key timestamps -
1:09 - the @Sunrise_DeFi thesis
5:04 - current problems launching onchain assets
7:50 - the Sunrise listing process
11:00 - why listing on @solana is important
15:39 - advice for teams thinking about TGEing
18:30 - crypto as a vehicle for diverse financial opps
21:53 - the institutions are here (and playing catchup)
25:17 - comparing past crypto cycles + the convergence
30:17 - the crypto and AI convergence
34:35 - glazing @mayan
36:16 - upcoming Mayan 2.0 launch (?)
36:55 - what is next for Sunrise?
38:05 - any more incubations similar to Sunrise?
38:50 - future of the crypto interoperability space
(recorded during the Consensus HK week)
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Touch Grass Podcast retweetledi
DIME is now listed on @solana
watch the Sunrise livestream w @fiddybps1 for all the details
key timestamps -
2:29 - Paradex's core thesis
6:19 - listing DIME on Solana
9:10 - experience working w the Sunrise team
10:36 - story behind the ticker "DIME"
14:04 - experience competing in the perps landscape
16:06 - whats missing in the perps landscape
17:55 - Paradex's future roadmap
19:38 - Anand's message to the Sunrise community
Sunrise@Sunrise_DeFi
DIME (Paradex) is Now Listed on @Solana x.com/i/broadcasts/1…
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Touch Grass Podcast retweetledi
DATs 101 ft @sheffieldreport, CIO @Sharplink
everything related to DATs, condensed into one episode
as of March 13th - Sharplink owns 869,154 ETH
key timestamps -
0:45 - Sharplink's recent earnings call
3:15 - how to start a DAT?
13:13 - evolution of DATs + the @Strategy structure
16:13 - what is STRC?
22:22 - the pioneer, mr @saylor
25:22 - how long can Saylor keep this going?
28:35 - implications of a single entity holding too much asset supply
32:15 - when a single entity holds too much ETH supply
33:49 - is the public face of the DAT important?
36:45 - most DATs are US centric, does that shift crypto's global appeal(?)
39:00 - Sharplink's approach in current market conditions
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Touch Grass Podcast retweetledi
If you wanted to retire on Bitcoin, MSTR's preferred might be how you'd do it
Sharplink CIO Matt Sheffield on why it's not a stablecoin but Bitcoin-backed credit risk, overcollateralized by 4.6x
"If you wanted to retire on Bitcoin, this is one of those ideas where you're like I want regular monthly income ... the more Bitcoin goes up, the more I'm collateralized, therefore the safer it gets"
"There's 4.6 Bitcoin for every Bitcoin worth of preferred issued. You would need Bitcoin to drop a lot for the collateral to no longer be sufficient to pay you"
"He's not trying to create a product with price risk. He's trying to create a product with effectively Bitcoin-backed credit risk and he's overcollateralized by a considerable amount"
Rachit Agarwal@rachit
DATs 101 ft @sheffieldreport, CIO @Sharplink everything related to DATs, condensed into one episode as of March 13th - Sharplink owns 869,154 ETH key timestamps - 0:45 - Sharplink's recent earnings call 3:15 - how to start a DAT? 13:13 - evolution of DATs + the @Strategy structure 16:13 - what is STRC? 22:22 - the pioneer, mr @saylor 25:22 - how long can Saylor keep this going? 28:35 - implications of a single entity holding too much asset supply 32:15 - when a single entity holds too much ETH supply 33:49 - is the public face of the DAT important? 36:45 - most DATs are US centric, does that shift crypto's global appeal(?) 39:00 - Sharplink's approach in current market conditions
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FT @sheffieldreport @Strategy @rachit @24_gutta
Join the TG Channel for more daily insights - t.me/touchgrass_jou…
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Bitcoin isn't productive natively. So how does MSTR generate more Bitcoin per share?
Sharplink CIO Matt Sheffield breaks down MSTR's capital structure
"Bitcoin is not productive natively. So how do you generate additional Bitcoin per share? You can issue more equity when you're trading at a premium to your net asset value, which they do all the time"
"They also added leverage via preferred and via convertibles. What this does is the common equity ends up being geared ... your max loss is still the amount you've invested, but you have the potential to see higher returns"
"It's higher beta. It is a very good trading instrument as a result"
Rachit Agarwal@rachit
DATs 101 ft @sheffieldreport, CIO @Sharplink everything related to DATs, condensed into one episode as of March 13th - Sharplink owns 869,154 ETH key timestamps - 0:45 - Sharplink's recent earnings call 3:15 - how to start a DAT? 13:13 - evolution of DATs + the @Strategy structure 16:13 - what is STRC? 22:22 - the pioneer, mr @saylor 25:22 - how long can Saylor keep this going? 28:35 - implications of a single entity holding too much asset supply 32:15 - when a single entity holds too much ETH supply 33:49 - is the public face of the DAT important? 36:45 - most DATs are US centric, does that shift crypto's global appeal(?) 39:00 - Sharplink's approach in current market conditions
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FT @sheffieldreport @Strategy @rachit @24_gutta
Join the TG Group for more daily insights - t.me/touchgrass_jou…
English
The biggest risk for MSTR isn't Bitcoin going down, it's losing mindshare
Sharplink CIO Matt Sheffield on why MSTR needs to constantly stay relevant
"To maintain mindshare, price action of Bitcoin has to be interesting and you have to be doing interesting things with Bitcoin. If you're no longer able to buy, if you're no longer issuing new structures, things might become a little bit more dull"
"If you lose mindshare, if people are no longer talking about you, if you're not buying more Bitcoin... people are going to forget. And if they're not trading you, you have no volumes to use for the ATM"
"That convexity, that call option that some people make the decision to invest in a DAT for ... it's gone"
Rachit Agarwal@rachit
DATs 101 ft @sheffieldreport, CIO @Sharplink everything related to DATs, condensed into one episode as of March 13th - Sharplink owns 869,154 ETH key timestamps - 0:45 - Sharplink's recent earnings call 3:15 - how to start a DAT? 13:13 - evolution of DATs + the @Strategy structure 16:13 - what is STRC? 22:22 - the pioneer, mr @saylor 25:22 - how long can Saylor keep this going? 28:35 - implications of a single entity holding too much asset supply 32:15 - when a single entity holds too much ETH supply 33:49 - is the public face of the DAT important? 36:45 - most DATs are US centric, does that shift crypto's global appeal(?) 39:00 - Sharplink's approach in current market conditions
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Touch Grass Podcast retweetledi
Back at it with the guys at @touchgrass_pod. This time we did a primer on how DATs form, the difference in financialized yield versus what we are doing @Sharplink with a native yield focus, and the financialization machine @saylor built, most recently with the $STRC prefered.
Rachit Agarwal@rachit
DATs 101 ft @sheffieldreport, CIO @Sharplink everything related to DATs, condensed into one episode as of March 13th - Sharplink owns 869,154 ETH key timestamps - 0:45 - Sharplink's recent earnings call 3:15 - how to start a DAT? 13:13 - evolution of DATs + the @Strategy structure 16:13 - what is STRC? 22:22 - the pioneer, mr @saylor 25:22 - how long can Saylor keep this going? 28:35 - implications of a single entity holding too much asset supply 32:15 - when a single entity holds too much ETH supply 33:49 - is the public face of the DAT important? 36:45 - most DATs are US centric, does that shift crypto's global appeal(?) 39:00 - Sharplink's approach in current market conditions
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Touch Grass Podcast retweetledi
MSTR now owns about 3% of total BTC supply. When does this start becoming a problem?
Sharplink CIO Matt Sheffield says 5% is where it gets dangerous, especially for chains like Ethereum
"In the case of Bitcoin, I don't think it becomes a governance problem. In the case of Ethereum and many other programmable chains, you need to start considering the network security"
"Around 5% in the world of Ethereum, you want to start exploring if that's where you need to reconsider ... if every time you buy more, you are being perceived as reducing the security of the network you are working to help build, you're no longer helping your shareholders"
"You can't own everything, otherwise there's nothing that you actually own"
Rachit Agarwal@rachit
DATs 101 ft @sheffieldreport, CIO @Sharplink everything related to DATs, condensed into one episode as of March 13th - Sharplink owns 869,154 ETH key timestamps - 0:45 - Sharplink's recent earnings call 3:15 - how to start a DAT? 13:13 - evolution of DATs + the @Strategy structure 16:13 - what is STRC? 22:22 - the pioneer, mr @saylor 25:22 - how long can Saylor keep this going? 28:35 - implications of a single entity holding too much asset supply 32:15 - when a single entity holds too much ETH supply 33:49 - is the public face of the DAT important? 36:45 - most DATs are US centric, does that shift crypto's global appeal(?) 39:00 - Sharplink's approach in current market conditions
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Touch Grass Podcast retweetledi
So @ethmumbai Day 1 was quite solid.
was about to leave but how could I without talking to my guy @rachit on the goated @touchgrass_pod livestream🌱
We spoke about everything from:
- AGNT’Con by @innercircle_so and what @innercircle_so is
- the @baseapp pivot
- AI x crypto & how builders are thinking about it
- Top 3 things to look out for upcoming on @base
Tune in for the good vibes 🌊
Rachit Agarwal@rachit
the @ethmumbai livestream, part 2 with Ahaan from Base, Shubham Bhandari and Sid B key timestamps - @AhaanRaizada talking about AgentCon, Inner Circle, pivots with the Base App and whats next at Base (0:05 - 11:54) @Shubhamb on his talk on AI agents, USD stablecoin dominance and current crypto conditions (15:23 - 28:33) @sidbharth talking about the substack-ification of prediction markets and wanting to build a payments system based on gold (29:40 - 38:18)
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Touch Grass Podcast retweetledi
DoubleZero is delegating 600,000 SOL per city to validators who move out of central Europe
Austin Federa on how Double Zero is incentivizing Solana's geographic decentralization
"The whole concept is to make it more economically feasible to run validators outside of central Europe and incentivize folks to move those nodes"
"We're launching with about four different cities as target locations... if you are the only validator connected in Hong Kong, you will get 600,000 SOL staked to you"
"The goal is to incentivize people to move away from where the stake core is now and move to areas where there is fast Double Zero fiber ... so that over time there's no penalty for geographic decentralization"
Rachit Agarwal@rachit
Increase Bandwidth Reduce Latency ft @Austin_Federa, co-founder of @doublezero covering the DoubleZero Delegation Program, current state of Solana validators, broader use cases for DZ and much more! key timestamps - 0:44 - Austin's background 1:45 - the DoubleZero founding story 5:03 - where DZ fits in the crypto infra stack 9:27 - 46.22% adoption with Solana validators 11:56 - expanding the DZ network 14:54 - working with legacy networks + SEC granted no-action letter for 2Z token model 16:56 - top cities in the DZ network 18:25 - heavily European centred solana stake map + why thats problematic 21:28 - initiatives to spread out the solana stake map - Double Zero Delegation Program (DZDP) 24:51 - target cities for DZDP rn 25:59 - how to become a DZ contributor 28:53 - when was the last time we saw an exponential improvement in this tech (similar to DZ's impact) 32:35 - non Solana use cases for DoubleZero
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Solana's multiple concurrent leaders roadmap is actually the true rollup-centric roadmap
Austin Federa on why Solana needs block builders all around the world
"With multiple concurrent leaders, you can have multiple block builders all around the world ... local markets that roll up to larger markets. You can sort of joke that this is actually the true rollup-centric roadmap of Ethereum"
"If all the validators are in Germany and a news event happens in New York, you've got to fly all the way across the Atlantic before you can land that transaction and get that news event in"
"The beauty of this is it creates a real economic advantage for decentralization, not just a security and values argument"
Rachit Agarwal@rachit
Increase Bandwidth Reduce Latency ft @Austin_Federa, co-founder of @doublezero covering the DoubleZero Delegation Program, current state of Solana validators, broader use cases for DZ and much more! key timestamps - 0:44 - Austin's background 1:45 - the DoubleZero founding story 5:03 - where DZ fits in the crypto infra stack 9:27 - 46.22% adoption with Solana validators 11:56 - expanding the DZ network 14:54 - working with legacy networks + SEC granted no-action letter for 2Z token model 16:56 - top cities in the DZ network 18:25 - heavily European centred solana stake map + why thats problematic 21:28 - initiatives to spread out the solana stake map - Double Zero Delegation Program (DZDP) 24:51 - target cities for DZDP rn 25:59 - how to become a DZ contributor 28:53 - when was the last time we saw an exponential improvement in this tech (similar to DZ's impact) 32:35 - non Solana use cases for DoubleZero
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When people say "layer 1" in crypto, they actually mean layer 5, 6, or 7 in computer science terms
Austin on why Doublezero went back to first principles
"Everything in blockchain is not a layer 1 or layer 2 protocol. They're a layer 5, layer 6, layer 7 protocol in the OSI view of the world"
"The physical connections are the most important component in a system's performance ... if you are trying to minimize the amount of time it takes to go around the world, you got to go in the straightest line possible"
"The internet is incredible at low cost data transmission and reach ... but it's not built for high performance. So we started from first principles and said we have to start with the physical infrastructure first"
Rachit Agarwal@rachit
Increase Bandwidth Reduce Latency ft @Austin_Federa, co-founder of @doublezero covering the DoubleZero Delegation Program, current state of Solana validators, broader use cases for DZ and much more! key timestamps - 0:44 - Austin's background 1:45 - the DoubleZero founding story 5:03 - where DZ fits in the crypto infra stack 9:27 - 46.22% adoption with Solana validators 11:56 - expanding the DZ network 14:54 - working with legacy networks + SEC granted no-action letter for 2Z token model 16:56 - top cities in the DZ network 18:25 - heavily European centred solana stake map + why thats problematic 21:28 - initiatives to spread out the solana stake map - Double Zero Delegation Program (DZDP) 24:51 - target cities for DZDP rn 25:59 - how to become a DZ contributor 28:53 - when was the last time we saw an exponential improvement in this tech (similar to DZ's impact) 32:35 - non Solana use cases for DoubleZero
English