This is Eric Golden and my guest today is Algod. Algod is a popular crypto investor, who is probably best known for predicting Luna’s demise ahead of time on Twitter and betting with the founder, Do Kwon, that it would happen. He’s self-taught, operates largely alone, and does few interviews so I was very excited to sit down with him and talk about his philosophy, analytical process, and current views. I hope you enjoy my conversation with Algod.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Coinbase Prime. Coinbase Prime combines advanced trading, battle-tested custody, financing, and prime services in a single solution. Clients have used our comprehensive investing platform to execute some of the largest trades in the industry because they are the only publicly-traded company with experience trading and custodying crypto assets at scale. Get started with Coinbase Prime today at coinbase.com/prime.   -----   Web3 Breakdowns is a property of Colossus, LLC. For more episodes of Web3 Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @Web3Breakdowns | @ericgoldenx | @patrick_oshag    Show Notes [00:02:18] - [First question] - His early call that Luna would crash [00:03:52] - How Anchor and Luna work [00:04:26] - His confidence in the problems with Luna [00:06:32] - The crypto landscape today [00:09:10] - The connection to Three Arrows Capital and how he analyzes a token  [00:10:50] - How to bootstrap a company through NFT/Crypto [00:13:35] - When investors are involved and there’s an unlock schedule in a new token [00:16:11] - Metrics he follows; Market Cap and Fully Diluted Value (FDV) [00:17:26] - Other metrics he looks at  [00:18:30] - Watching people get burned by Crypto [00:19:32] - Dealing with crypto fanatics [00:21:44] - Whether stablecoins should exist [00:23:14] - His investment process [00:25:11] - Use cases of crypto he is excited for  [00:26:49] - Benefits of the widespread crypto adoption [00:32:46] - Where he pulls information about crypto [00:33:26] - Building his network [00:34:09] - Original intention with his twitter handle [00:34:58] - How people monetize twitter accounts [00:35:22] - Being anonymous on twitter [00:36:35] - How this crypto cycle compares to previous ones [00:38:22] - Other investment assets he explores [00:39:32] - Things he is excited to build out in the future