In today’s Roundtable, Jason and Sanat take a moment to assess what has happened in Q1 2024. They kick things off by discussing new BTC ATH's and what this means for liquidity flows and meme coins. As a result, the two turn to venture opportunities this cycle, given the meme activity in recent months. Jason and Sanat then go on to discuss the Jupiter Airdrop, the future of L1s, EigenLayer's $100M raise from a16z, as well as a review on Ethena as the most dominant rev-gen application in crypto right now, and much more — enjoy!

Host: Jason Choi @mrjasonchoi . Not financial advice.

Timestamps:

(00:00) Introduction

(02:01) ETH Denver recap

(04:16) BTC ATH review

(11:47) Liquidity flows & meme coins

(18:36) 2024 cycle venture investing

(20:31) $JUP: Jupiter Airdrop

(26:21) The future of L1s

(30:52) EigenLayer: a16z $100M raise

(36:52) Ethena: the biggest rev-driving application in crypto

(39:35) Maker Endgame

(42:50) BTC L2s

(47:57) Uniswap fee switch update

(52:13) Outro

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Sanat Kapur’s Twitter:

https://twitter.com/kapursanat

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