Austin is a liquid/venture investor who previously was a partner at Coinfund and has recently launched his own fund, Relayer Capital. Throughout this discussion, Sal and Austin chat about crypto infrastructure, the bull case for chains like Avalanche, DePIN projects, and how identity primitives might change with the emergence of AI. We also touch on some of Austin's predictions for 2024.
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Time Stamps
(0:00) - Thesis behind Relayer Capital
(6:40) - How do devs choose ecosystems
(8:40) - Why bullish on Sol at the bottom
(15:45) - Alt parallelised chains
(20:06) - Modular narrative underappreciation
(25:15) - Onchain identity
(33:41) - Future of DePIN
(46:51) - 2024 predictions
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Podcast Resources
Follow Sal: https://twitter.com/salxyz
Follow Dave: https://twitter.com/SolBeachBum
Follow Unlayered: https://twitter.com/UnlayeredPod
Subscribe on Spotify, Apple, or Google: https://unlayered.io/
Subscribe on YouTube: https://www.youtube.com/@UnlayeredPod
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Episode Resources
Follow Austin : https://twitter.com/AustinBarack