Episodes

  • Marcin Kazmierczak, RedStone and Keli Callaghan, Arrington Capital
    Sep 4 2024

    In this episode of Token Warrant, hosts Mike Zajko and Regan Bozman discuss RedStone's recent Series A funding round with Arrington Capital's Keli Callaghan RedStone co-founder Marcin Kazmierczak. They delve into the oracle market, RedStone's modular approach, and the significance of oracles in the Web3 ecosystem. Keli shares insights on Arrington's investment strategy, while Marcin discusses RedStone's journey and their innovative solutions. The episode highlights the challenges and opportunities in the crypto space, emphasizing the importance of adaptability and collaboration.

    01:04 Keli's journey from Algorand to Arrington

    04:25 Marcin's Bitcoin thesis to Google and back to crypto and founding RedStone

    05:26 Meltem's BTC thesis as the OG DePIN

    08:31 Competing in the Oracle market and alternative oracle designs

    11:12 Modular approach to building RedStone oracles

    14:15 RedStone fundraising gets started in Arweave accelerator

    20:00 The road to Series A

    22:15 Keli and Marcin discuss the oracle market

    31:30 RedSton'e rapid growth in Total Value Secured (TVS)

    36:00: Redstone captures the Liquid Staking Market

    42:11: Wrapping up and future for RedStone



    Links:
    https://redstone.finance/
    https://www.arringtoncapital.com/

    Twitter Accounts:
    https://x.com/Marcin_Kaz13
    https://x.com/KeliCallaghan
    https://x.com/Arrington_Cap
    https://x.com/redstone_defi

    Token Warrant
    https://x.com/tokenwarrant
    https://x.com/MikeZajko
    https://x.com/reganbozman
    https://www.lattice.fund/




    The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

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    45 mins
  • Scott Dykstra, Space and Time and Jake Greenstein, Hivemind
    Aug 29 2024

    In this episode of The Token Warrant, hosts Mike Zajko and Regan Bozman sit down with Hivemind's head of infrastructure Jake Greenstein and Scott Dykstra, co-founder and CTO of Space and Time. The discussion centers on the intersection of data management and blockchain technology. Jake shares his journey into crypto and Hivemind's investment thesis, while Scott discusses the creation of Space and Time, a decentralized data warehouse. They explore the challenges of existing data solutions, the importance of data proving, and the collaborative efforts in their fundraising journey, highlighting the potential for decentralized data management in the crypto space.


    01:20: Introductions to Jake & Scott

    05:40: Scott's crypto origin story and building a crypto native database

    09:20: The middleware stack

    13:30: The Microsoft investment into Space and Time

    15:00: How Space and Time leverages ZK

    17:00: Hivemind develops a thesis on data analytics

    20:00: Space and Time gets early access to GPT4 to develop Ai tooling

    26:00: The limitation of Smart Contract's data access

    31:00: Hivemind discovers Space and Time

    33:00: Space and Time and Hivemind diligence process

    41:00: Space and Time Mainnet Plans and beyond


    Links:
    https://www.spaceandtime.io/
    https://www.hivemind.capital/

    Twitter Accounts:

    https://x.com/_JakeGreenstein
    https://x.com/chiefbuidl
    https://x.com/SpaceandTimeDB
    https://x.com/HivemindCap


    Token Warrant
    https://x.com/tokenwarrant
    https://x.com/MikeZajko
    https://x.com/reganbozman
    https://www.lattice.fund/


    The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

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    45 mins
  • Kurt Larsen, Rhinestone and Nichanan Kesonpat, 1kx
    Aug 21 2024

    Special episode of the Token Warrant from Brussels at ETHCC. Hosts Mike Zajko and Regan Bozman, along with guests Kurt Larsen, CEO of Rhinestone and Nichanan Kesonpat, an investor at 1kx, delve into the evolving crypto industry, focusing on account abstraction and modular wallets. They discuss the journey of building modular smart accounts, the challenges faced, and the fundraising process. Key topics include the importance of module development, chain abstraction for simplifying user experience, and the potential impact of new proposals like IP 7702. The episode highlights the future of wallet technology and the significance of community and developer engagement in driving innovation.

    02:38: Kurt's founder journey, leveraging Linkedin, and pivot to account abstraction

    05:19: Nichanan’s journey from launching an NFT collection to 1kx

    07:31: Modular Wallets and the future of crypto wallets

    10:30: Smart Accounts vs. Externally Owned Accounts

    13:50: Rhinestone's fundraising history from angel round to seed led by 1kx

    20:30: 1kx's thesis and view on the wallet space

    25:00: How Rhinestone strategized around choosing investors

    29:20: Developing standards in the Ethereum developer community

    32:30: Rhinestone's launch of protocol V0

    34:30: The future of wallets and modules and chain abstraction

    38:00: Closing Notes


    Links:
    https://www.rhinestone.wtf/
    https://1kx.network/

    Twitter Accounts:
    ​​https://x.com/nichanank
    https://x.com/kurt__larsen


    Token Warrant:
    https://x.com/tokenwarrant
    https://x.com/MikeZajko
    https://x.com/reganbozman
    https://www.lattice.fund/

    The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

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    39 mins
  • Jason Badeaux, Daylight Protocol and Meltem Demirors
    Aug 15 2024

    In this episode of "The Token Warrant," co-hosts Mike Zajko and Regan Bozman are joined by Meltem Demirors and Jason Badeaux, CEO of Daylight Protocol. The discussion centers on the intersection of crypto and energy, particularly decentralized physical infrastructure networks (DePIN). Jason and Meltem share their backgrounds in the energy sector and their transition into the crypto space. They highlight the challenges facing energy grids due to rising demand and renewable energy integration, emphasizing the potential of token incentives to drive innovation in energy management and enhanced grid stability.

    00:00 Meltem's energy to crypto journey

    03:00 Jason discusses his background in the energy sector and transition to crypto and the problems they are trying to solve with Daylight

    05:26 Meltem's BTC thesis as the OG DePIN

    11:24 A shared interest in energy connects Jason and Meltem

    16:08 Jason discusses the rising challenges of increasing energy demand and the limitations of traditional energy infrastructure

    18:54 Daylight Explores the demand side of a DePIN protocol

    22:36 How individuals can contribute to the Daylight protocol through home energy devices

    25:08 Introduction to decentralized energy generation (DeGEN) and its significance in the energy landscape

    36:03 Jason talks about the Daylight fundraising journey as initially a crypto outsider

    42:17: Meltem explains how her diverse background and relationships contribute to her investment strategy

    47:02: Introducing the Daylight App and how to get started contributing

    Links:
    https://www.daylight.world/

    Twitter Accounts:
    https://x.com/jasonbadeaux
    https://x.com/Melt_Dem
    https://x.com/daylightenergy_

    Token Warrant:
    https://x.com/tokenwarrant
    https://x.com/MikeZajko
    https://x.com/reganbozman
    https://www.lattice.fund/

    The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

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    51 mins
  • Neil Chatterjee, DAWN/Andrena and Ani Pai, Dragonfly
    Aug 7 2024

    In this episode of "The Token Warrant," co-hosts Mike Zajko and Regan Bozman discuss the rise of Andrena with its co-founder and CEO, Neil Chatterjee, and Ani Pai from Dragonfly Capital. Neil shares his journey of creating Andrena to provide affordable internet through innovative wireless networks. He explains how blockchain technology was integrated into their model, leading to the development of the DAWN protocol. Ani offers his investment perspective, highlighting the demand for such solutions and how Dragonly has supported Neil in his mission to bring DAWN to market.

    00:00 Neil introduces Andrena and his background

    02:33 Leveraging blockchains for Andrena

    06:03 The DAWN Protocol

    09:20 Ani’s early investment perspective on Andrena

    14:01 Fundraising and educating Investors on wireless sector

    24:08 Network participation on DAWN

    28:24 Neil discusses the evolving telecommunications industry

    33:36 The investment process at Dragonfly for Andrena

    37:29 What’s coming next at DAWN and Andrena

    Links:

    https://andrena.com/
    https://www.dragonfly.xyz/

    Twitter Accounts:

    https://x.com/neilc_dawn
    https://x.com/andrena_wifi
    https://x.com/dawninternet
    https://x.com/ani_pai
    https://x.com/dragonfly__xyz

    Token Warrant
    https://x.com/tokenwarrant
    https://x.com/MikeZajko
    https://x.com/reganbozman


    The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

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    41 mins
  • Matt Katz, Caldera and Joey Krug, Founders Fund
    Jul 24 2024

    In this special live edition of "The Token Warrant," recorded at ETHCC in Brussels, hosts Mike Zajko and Regan Bozman chat with Matt Katz, co-founder and CEO of Caldera, and Joey Krug, partner at Founders Fund. The episode delves into Caldera's recent Series A funding round led by Founders Fund, exploring the modular blockchain landscape and the evolution of rollups as a service.

    00:00 ETHCC and Brussels

    02:38 Matt’s journey into crypto and Caldera

    06:47 Caldera’s Fundraising History

    08:11 Joey and Founder’s Fund’s Interest in the Modular Stack

    13:15 How Founder’s Fund and Caldera first started discussions

    16:15 Founder’s Fund’s approach to diligence

    20:15 Competition and Caldera’s market positioning

    26:09 Caldera’s end game to scale Ethereum

    31:15 Apps vs. Generalizable Roll-ups

    35:01 Advice to raise from Founder’s Fund




    Links:

    https://www.caldera.xyz/

    https://foundersfund.com/

    Twitter Accounts:

    https://x.com/joeykrug

    https://x.com/foundersfund

    https://twitter.com/0xkatz

    https://twitter.com/0xkatz

    Token Warrant
    https://x.com/tokenwarrant
    https://x.com/MikeZajko
    https://x.com/reganbozman




    The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

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    39 mins
  • Manos Nikiforakis, WeatherXM and Tim Khoury, Faction
    Jun 27 2024

    In this episode of the Token Warrant podcast, hosts Mike Zajko and Regan Bozman are joined by Tim Khoury from Faction and Manolis Nikiforakis from WeatherXM. They explore WeatherXM's community-based weather infrastructure, incentivizing participants with token rewards and selling data to weather-sensitive industries. Tim discusses Faction's investment diligence and highlights Weather XM's superior forecast models. Manolis discusses the technical setup for weather enthusiasts and the use of blockchain for data verification.

    00:00 Tim and Manos introduce Faction VC and WeatherXM

    02:53 Weather Sensitive Business

    04:51 Kitesurfing Inspiration

    07:07 The WeatherXM journey

    14:10 Discovering Helium

    19:31 Crypto pilled and first fundraise

    22:18 Tim talks about learning about WeatherXM

    26:13 The weather market and Faction digs into WeatherXM

    31:13 WeatherXM’s accuracy

    38:49 Investing in WeatherXM

    Links:
    https://www.faction.vc/
    https://weatherxm.com/

    Twitter Accounts
    https://x.com/nikil511
    https://x.com/tim_khoury

    Token Warrant
    https://x.com/tokenwarrant
    https://x.com/MikeZajko
    https://x.com/reganbozman

    The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

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    53 mins
  • Brandon Kumar, Layer3 and Josh Solesbury, Parafi Capital
    Jun 18 2024

    In the first episode of the Token Warrant, hosts Mike Zajko and Regan Bozman of Lattice introduce the new podcast and are joined by Brandon Kumar, co-founder of Layer3 and investor Josh Solesbury of Parafi Capital.

    They discuss Layer3's recent $15 million series A financing and delve into the company's evolution, focusing on its metrics-driven approach and aggregation theory in the web3 ecosystem.


    00:00 What is the Token Warrant Podcast?

    01:01 Brandon & Josh introduce Layer3 and Parafi Capital

    04:04 Brandon, Josh, and the internship

    08:24 Parafi diligence process and focus on partnership with portfolio companies

    14:55 Evolution of Layer3 business and focus on user metrics

    18:51 Preemptive investing and building out the cap table

    23:00 Josh explains aggregation theory and

    32:03 Crypto growth strategies and the inefficiency of airdrops

    35:16 Investor relationships and collaboration between Parafi and Layer3

    44:07 Layer3's Future Scaling Plans, roadmap, and career opportunities


    Links:

    https://layer3.xyz/

    https://parafi.com/


    Twitter Accounts

    https://x.com/Brandon_M_Kumar

    https://x.com/0xjosh_




    The token warrant podcast and content posted by Lattice Capital Management ("Lattice") is presented solely for general informational, educational, and entertainment purposes. The use of information on this podcast or materials linked from this podcast or website is at the user’s own risk. Lattice and all featured guests and speakers are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. It is not intended to be used for legal or financial advice. The views expressed in this podcast may not be those of the host , guests or the management at any given time.

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    48 mins