Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesEarnAISquareMore
Blockchain Capital’s Contrarian Bet on Crypto’s Next Decade

Blockchain Capital’s Contrarian Bet on Crypto’s Next Decade

The BlockThe Block2026/06/11 17:48
By:The Block

Episode 15 of Layer One, hosted by The Block's Kelvin Sparks and co-host Ava Labs President John Wu, was recorded with Blockchain Capital General Partner Spencer Bogart.

In Episode 15 of Layer One, The Block’s Kelvin Sparks and co-host, Ava Labs President John Wu, are joined by Blockchain Capital General Partner Spencer Bogart. The conversation explores stablecoins, prediction markets, token value accrual, privacy, public versus private blockchains and why the most valuable crypto applications of the future may not even exist today.

OUTLINE
00:00 - Introduction
02:01 - Things That Don't Exist
05:25 - Token Buybacks
09:11 - Privacy Challenge
11:06 - Regulation vs Privacy
12:17 - Value Accrual Debate
13:59 - Public vs Private Chains
17:43 - The Great Repricing
20:42 - Stablecoin Adoption
28:06 - Prediction Markets
45:18 - Crypto's Next Opportunity

GUEST LINKS

HOST LINKS

John Wu - ⁠⁠⁠
Kelvin Sparks -
The Block -
Ava Labs -
Avalanche -

The Block Newsletters
The Block's newsletters bring you the latest news and analysis of the fast-moving crypto and DeFi markets. To subscribe, visit


0
0

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!

You may also like

As chip stocks plummet, "cybersecurity software" surges across the board, CrowdStrike and Palo Alto Networks hit new highs

CrowdStrike surged 13.8% in a single day to a record high, while Palo Alto Networks soared 13%. The software ETF outperformed the semiconductor ETF by more than 10 percentage points in a single day, marking the largest gap in history. Analysts believe that regardless of the pace of AI development, security demand will only continue to rise. Capital is accelerating its rotation from computing hardware to security software, with segments such as identity management and data governance expected to benefit first.

华尔街见闻2026/09/15 00:16

Altman can afford to wait, but Masayoshi Son can't: OpenAI will not go public this year, exposing a $20 billion gap and a credit weakness for SoftBank.

OpenAI has postponed its public listing, putting its largest external shareholder, SoftBank, in a liquidity crisis. This week, SoftBank is conducting a roadshow in New York, seeking to issue $10-20 billion in bonds to repay the $40 billion bridge loan previously borrowed to increase its investment in OpenAI. According to Bloomberg estimates, SoftBank faces a funding gap of at least $20 billion, and the yield on its existing U.S. dollar bonds has already exceeded 8.5%, with pricing approaching junk status.

华尔街见闻2026/09/15 00:16

Meeting postponed, gold price drops rapidly

汇通财经2026/09/14 23:36
Meeting postponed, gold price drops rapidly

The "first metaverse stock" bets on "AI-powered game creation"! Roblox (RBLX.US) competes for creator economy dividends, shares surge nearly 13%

On September 11, after Roblox announced new tools for game developers and features for players at its developer conference, the company's stock price rose by more than 12% on Monday.

智通财经2026/09/14 23:31
The "first metaverse stock" bets on "AI-powered game creation"! Roblox (RBLX.US) competes for creator economy dividends, shares surge nearly 13%