Ep. 665 : Evolving Investing Strategies for Bitcoin & Altcoins with Blockworks

In this episode of the Crypto 101 podcast, hosts Bryce and Brendan welcome Ryan Connor, head of research at BlockWorks, to discuss the evolving landscape of cryptocurrency and investment strategies. They explore the investment case for Bitcoin, the importance of generating alpha through altcoins, and the potential of consumer applications and DeFi. Ryan shares insights on net new asset issuance, the success of platforms like PumpFun and Believe, and the significance of revenue generation in crypto projects. The conversation highlights the growing sophistication of retail investors and the future of crypto capital markets. Chapters 00:00 Introduction to the Podcast and Hosts 02:07 Bryce's Journey with the Podcast 03:28 Ryan's Background and Entry into Crypto 06:39 Investment Case for Bitcoin 10:16 Generating Alpha Beyond Bitcoin 11:10 Bullish Sectors: Consumer and DeFi 14:23 Net New Asset Issuance and PumpFun 19:36 Believe: A New Model for Asset Issuance 23:05 The Future of Indie Devs and Crypto 28:44 DeFi 1.0: Maker, Aave, and Uniswap 32:38 The Importance of Revenue in Crypto Projects 35:46 Regulatory Impact on Crypto Valuations 36:58 Research and Resources from BlockWorks Efani $99 Off: http://efani.com/crypto101 Check out Gemini Exchange: https://gemini.com/card Check out Plus500: https://plus500.com Get immediate access to my entire crypto portfolio for just $1.00 today!  https://www.cryptorevolution.com/cryptnation-direct Get your FREE copy of "Crypto Revolution" and start making big profits from buying, selling, and trading cryptocurrency today:  https://www.cryptorevolution.com/free MERCH STORE https://cryptorevolutionmerch.com/ Subscribe to YouTube for Exclusive Content: https://www.youtube.com/@crypto101podcast Follow us on social media for leading-edge crypto updates and trade alerts: https://twitter.com/Crypto101Pod https://instagram.com/crypto_101 Guest Link: https://x.com/_ryanrconnor https://x.com/blockworks_ *This is NOT financial, tax, or legal advice* Boardwalk Flock LLC. All Rights Reserved 2025.   ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Fog by DIZARO https://soundcloud.com/dizarofr Creative Commons — Attribution-NoDerivs 3.0 Unported — CC BY-ND 3.0  Free Download / Stream: http://bit.ly/Fog-DIZARO Music promoted by Audio Library https://youtu.be/lAfbjt_rmE8 ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ Our Sponsors: * Check out Gemini Exchange: https://gemini.com/card * Check out Plus500: https://plus500.com * Check out Plus500: https://plus500.com Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacy