Credible Commitments

Seeking Alpha & the State of the Crypto Market

Episode Summary

In this episode of Credible Commitments, I chat with Chang—operator, builder, and crypto native. Chang unpacks why Robinhood chain is winning users and developers, the future intersection of content and casino games, the state of perps trading, and how incentives drive human behavior.

Episode Notes

In this episode of Credible Commitments, I chat with Chang—operator, builder, and crypto native.

Chang unpacks why Robinhood chain is winning users and developers, the future intersection of content and casino games, the state of perps trading, and how incentives drive human behavior.

Timestamps
(00:33) - The class of 2021
(03:58) - Data collection for robots
(08:12) - Robinhood is winning devs & traders
(10:42) - Things can still get crazier
(12:49) - Intersection of content & casino games
(17:14) - The future of prediction markets
(19:40) - On the growth of perps
(21:55) - Mobile UX for perps trading
(26:09) - Future trading UIs
(28:24) - RWA fragmentation and use cases
(31:36) - CEXs going after RWA market share
(33:09) - Bull case for Ethereum
(37:17) - There is still a future for more L1s
(39:24) - Token vs. equity
(42:52) - Number go up incentivizes competition
(44:40) - Customer acquisition and GTM strategies
(46:05) - Zoomers love AI & Psychosis
(47:05) - Seeking alpha

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Chang on X: https://x.com/chang_defi