Alt Thinking June 13, 2024
DeFi Decoded Podcast

What the Dot Com Era Can Teach Us About the Future of AI, Crypto and More

DeFi Decoded 150 - What the Dot Com Era Can Teach Us About the Future of AI, Crypto and More
Investment Team
  • Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Alex Tapscott, CFA
    Managing Director, Digital Asset Group, Portfolio Manager
    Mr Tapscott is an entrepreneur, business author, and seasoned capital markets professional focused on the impact of emerging technologies, such as blockchain and cryptocurrencies, on business, government, and society. His latest book, Web3: Charting the Internet’s Next Economic and Cultural Frontier (Harper Collins), was published September 19th, 2023. Alex is also the Managing Director of the Digital Assets Group at Ninepoint Partners, one of Canada’s leading investment firms, with more than...
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Alex and Andrew compare NVIDIA's rise to Cisco's during the dot com era, discuss the shift towards applications in Web3, and explore how Canada can reclaim its lead in the blockchain space.

Join Alex Tapscott and Andrew Young as they decode the world of Web3 and DeFi. Listen in as they discuss what’s going on in the broader market, NVIDIA’s ever-growing dominance and its comparison to Cisco Systems during the dot com era, the pendulum moving from infrastructure to applications with all these newly announced grant programs, which adoption phase we're likely in, Telegram's TON layer 1 blockchain, the latest on crypto's increasing spotlight in U.S. politics, Alex's Toronto Star article on Canada's once global lead in Web3, the current innovation problem in Canada and why startups are moving elsewhere, and more!

Tune in to the 150th DeFi Decoded episode to hear Alex and Andrew discuss all things DeFi and Web3. How does NVIDIA today compare to Cisco Systems in the dot com era? Why does Andrew think Application Fall is on the horizon? How can Canada reclaim its global lead in Web3?

TIMESTAMPS
 
[0:00] Introduction
[0:21 Broad Market Trends
[2:25] NVIDIA vs. Cisco in Dot Com Era
[6:09] Application Fall
[12:10] Current Adoption Phase
[15:30] TON
[18:50] Latest of Crypto in U.S. Politics
[21:06] Alex's Toronto Star Article
[25:10] Canada's Innovation Problem
[35:40] 150th Episode
[37:28] Conclusion

 

 

Part of Ninepoint’s DeFi Decoded Podcast Series. Available at Google, Apple, and Spotify Podcasts.

The opinions, estimates and projections contained within this recording are solely those of Ninepoint Partners and are subject to change without notice. Ninepoint makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Ninepoint assumes no responsibility for any losses or damages,  whether direct or indirect, which arise out of the use of this information. These views are not to be considered investment advice nor should they be considered a recommendation to buy or sell. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated. Important information about the Ninepoint Partners Funds, including investment objectives and strategies, purchase options, and applicable management fees, and other charges and expenses, is contained in their respective prospectus, or offering memorandum. Please read these documents carefully before investing. We strongly recommend that you consult your investment advisor for a comprehensive review of your personal financial situation before undertaking any investment strategy. For more information visit ninepoint.com/legal. This report may not be reproduced, distributed, or published without the written consent of Ninepoint Partners LP.