Holistic Investment w Constantin Kogan

In this episode, we sit down with Rennick Palley, Founding Partner at Stratos, one of the most forward-thinking venture firms backing the next generation of blockchain infrastructure.💼 With a unique background in macroeconomics and deep roots in capital markets, Rennick shares how he’s identifying the real long-term winners in crypto — beyond the hype and headlines.🔥 What you'll learn:- How Stratos is positioning for the future of decentralized finance- The traits top crypto founders actually need to succeed- Why infrastructure is the most overlooked investment frontier- Lessons from Rennick’s journey from MIT to Web3 VC💡 Whether you're a builder, investor, or crypto skeptic, this episode delivers hard-won wisdom from one of the sharpest minds in the space.🧠 “We don’t invest in trends. We invest in what endures.” – Rennick Palley Follow Rennick Palley: 🔗 LinkedIn: / https://www.linkedin.com/in/rennick-palley-b8747838/ 🔗Twitter/ https://x.com/RennickPalley Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ✉️ For any business inquiries, email me here: ck@ckogan.com Subscribe to my channel 🔗 / @constantinkogan Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: / constkogan 🐦 Twitter: / constkogan 🎙️ Podcast: https://anchor.fm/constantinkogan Timestamps:00:16 Intro – Holistic Investments & Stratos 01:41 - Beginnings at Sanders Capital 06:56 - Failing to convince an iconic equity investor to join crypto 06:26 - How much money was raised 09:32 - Adoption & product market fit for crypto 14:50 - Deal funding cycles 19:28 - VC extinction - 3x min in 10 years 22:25 - Biggest lessons for raising funds as a VC 27:19 - Portfolio construction27:58 - Top valuation for a project 32:32 - Average check size per deal 34:00 - Lead investor role 37:19 - Liquid strategy 43:00 - No lock up period 47:03 - Methodology behind finding the best meme coins 48:23 - Blue chips in meme coins 50:38 - 100x exit 52:40 - Stablecoin 10x growth 57:45 - Philosophy of meme investments 1:00:15 - Meaning of life for Joshua Drop your thoughts in the comments! What’s the future of VC investing? Let’s talk Web3! #Crypto #Web3 #Blockchain #TrustWallet #Joe Flanigan #Bitcoin #DeFi #CryptoWallet #Tokenomics #Binance #CryptoSecurity #Web3Future #DecentralizedFinance #CryptoPodcast #TechTrends #defi #CryptoCommunity #WalletLife #Web3Revolution #CryptoInvesting #maplefinance #stratos #rennickpalley #decentralizedfinance #lending #defilending #borrowing #defiborrowing #dogecoin #b2b #dataanalytics #memcoins #budgetdeficit #stablecoin

🎙️ In this episode, we sit down with Joshua Frank, the visionary Founder & CEO of The Tie — the leading provider of alternative data and analytics powering the institutional side of crypto.🔍 With clients ranging from hedge funds and trading desks to top exchanges, The Tie delivers real-time insights into crypto sentiment, market-moving news, and on-chain activity. Joshua shares how he built the company from a simple idea into a must-have intelligence tool for the digital asset industry.🔥 What you'll learn:How data and sentiment shape crypto marketsWhy institutions rely on alt-data for an edgeThe future of crypto intelligence and token analyticsJoshua's journey from idea to industry standard💡 Whether you're a trader, investor, or builder, this episode is packed with insights on the real signals driving crypto adoption.📊 Data doesn’t lie. People do. – Joshua Frank Follow Joe Flanagan: 🔗 LinkedIn: / https://www.linkedin.com/in/joshua-frank-56950950/ 🔗Twitter/X: https://x.com/Joshua_Frank_ Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ✉️ For any business inquiries, email me here: ck@ckogan.com Subscribe to my channel 🔗 / @constantinkogan Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: / constkogan 🐦 Twitter: / constkogan 🎙️ Podcast: https://anchor.fm/constantinkogan Timestamps:00:16 Intro – Holistic Investments & The Tie 01:47 - the start of Joshua's journey 03:18 - Why choose B2B vs B2C 06:26 - How much money was raised 08:40 - Exit strategies & generating revenue 10:44 - Paying out dividends to investors & employees 12:42 - How to distribute to employees 14:42 - USP of the Tie 19:32 - Quantitive approach 21:52 - Matching strategy with tailored data 24:11 - AI usage 30:02 - Pricing 32:33 - Important trends 38:32 - Risks of big institutions entering the market 40:48 - New liquidity in crypto 43:02 - RWA tokenization 44:42 - TXSE 50:22 - Advice on building successful data driven B2B business 53:42 - Biggest mistake 55:55 - Meaning of life for Joshua 57:22 - Origin of the brand name ("The Tie")Drop your thoughts in the comments! What’s the future of crypto lending? Let’s talk Web3! #Crypto #Web3 #Blockchain #TrustWallet #Joe Flanigan #Bitcoin #DeFi #CryptoWallet #Tokenomics #Binance #CryptoSecurity #Web3Future #DecentralizedFinance #CryptoPodcast #TechTrends #defi #CryptoCommunity #WalletLife #Web3Revolution #CryptoInvesting #maplefinance #syrup #thetie #decentralizedfinance #lending #defilending #borrowing #defiborrowing #joshuafrank #b2b #dataanalytics #sentimentanalysis #alternativedata

Join me as I sit down with Joe Flanigan - Co-Founder at Maple Finance and Syrup Pool. The discussion covers Maple Finance's innovative approach using institutional debt issuance and enhance transparency in financial markets. Joe explains the process of originating and tokenizing debt onchain, providing insights into the borrowers and the underwriting process. We talk about traditional backgrounds of the team members and their is dedication to building the digital asset lending markets of the future. More efficient and secure. Follow Joe Flanigan: 🔗 LinkedIn: /   / joe-flanagan   🔗Twitter/X: https://x.com/joe_defi Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ✉️ For any business inquiries, email me here: ck@ckogan.com Subscribe to my channel 🔗 / @constantinkogan Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: / constkogan 🐦 Twitter: / constkogan 🎙️ Podcast: https://anchor.fm/constantinkogan Timestamps:00:16 Intro – Holistic Investments & Maple Finance01:30 - Joe's journey to Web3 & how they met launching securitization and structured debt03:00 - How it all started and proof of concept 05:18 - Comparing to traditional lending protocols 07:17 - What institutions require to issue debt 09:22 - Defining credit risk 12:07 - Underwriting process 14:43 - Off-chain data evaluation 16:10 - Is there a standardized credit scoring model? 17:28 - Debt to equity ratio, cashflow analysis, balance sheet 20:33 - What type of borrowers does Maple have 22:22 - Actual vs average Yield 24:12 - Forms of collateral taken 26:52 - Is there a way to lose collateral? 28:41 - Concentration risk 31:42 - Loan convenance 33:52 - Plan B scenario 35:33 - Monitoring practices 38:26 - Liquidation practices 43:28 - Only 1 partial liquidation happened 44:55 - DeFi Credit risk management vs Traditional 47:40 - DeFi lending market cap 52:31 - Stablecoin legislation 54:02 - Circle going Public vs Tether systemic risk 1:00:02 - Meaning of life for Joe Drop your thoughts in the comments! What’s the future of crypto lending? Let’s talk Web3! #Crypto #Web3 #Blockchain #TrustWallet #Joe Flanigan #Bitcoin #DeFi #CryptoWallet #Tokenomics #Binance #CryptoSecurity #Web3Future #DecentralizedFinance #CryptoPodcast #TechTrends #defi #CryptoCommunity #WalletLife #Web3Revolution #CryptoInvesting #maplefinance #syrup #syrupool #decentralizedfinance #lending #defilending #borrowing #defiborrowing

Join me as I sit down with Seamus Rocca, visionary CEO of Xapo Bank, a trailblazer at the intersection of Bitcoin and traditional finance. We unpack Xapo’s transformation into a fully licensed bank, how it safeguards your crypto, the regulatory balancing act, and the future of digital assets. Plus, Wences shares his thoughts on yield, DeFi, CBDCs—and even the meaning of life. Follow Seamus Rocca: 🔗 LinkedIn: https://www.linkedin.com/in/seamus-rocca 🔗Twitter/X: https://x.com/SeamusRocca   Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan   ✉️ For any business inquiries, email me here: ck@ckogan.com  Subscribe to my channel 🔗 https://www.youtube.com/channel/UCeM6DzWBS9K-MHXMIEiCjSw   Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: https://www.instagram.com/constkogan🐦 Twitter: https://twitter.com/constkogan🎙️ Podcast: https://anchor.fm/constantinkogan Timestamps:00:16 Intro – Holistic Investments & Xapo03:00 Meet Seamus Rocca 05:35 Why Xapo Became a Bank – The Big Shift06:19 The Three Essentials of Bitcoin Banking08:57 “We Had to Build Our Own Bank”10:02 Xapo Serves 45+ Countries14:12 Bridging TradFi & Crypto with Compliance17:10 Balancing Innovation and Regulation21:47 What Happened to Signature, Silvergate, SVB?25:48 Positives in the Bitcoin Landscape26:43 Bitcoin’s Role in the Financial Future29:12 Stablecoins, CBDCs & Central Bank Tensions33:18 Crypto Regulation & the SEC Debate35:15 “We Don’t Have a Lot of Time”36:35 Trends for the Next 5–10 Years41:53 Trust is Everything – How Xapo Earns It44:25 Yield Never Comes Risk-Free45:24 Where Does the Yield Come From?45:40 4% Yield on Dollar Deposits – How It Works48:20 What About Bitcoin Yield?49:28 DeFi Protocols & Xapo’s Zapper Product51:36 Asset-Backed Lending Explained54:33 Bitcoin’s Long-Term Wealth Effect57:47 Minimum Deposits & Subscription Model59:00 $1,000 Annual Fee – Who Is It For?1:02:31 Wences on the Meaning of Life1:03:03 Travel, Purpose, and Philosophical ReflectionsDrop your thoughts in the comments! What’s the future of crypto wallets? Let’s talk Web3!   #Crypto #Web3 #Blockchain #TrustWallet #EowynChen #Bitcoin #DeFi #CryptoWallet #Tokenomics #Binance #CryptoSecurity #Web3Future #DecentralizedFinance #CryptoPodcast #TechTrends #AIinCrypto #CryptoCommunity #WalletLife #Web3Revolution #CryptoInvesting

Join me as I sit down with Eowyn Chen, CEO of Trust Wallet, a powerhouse in the crypto wallet space. We dive into her journey from Binance to leading Trust Wallet, the Binance acquisition story, wallet security, new features, and her take on life’s big questions. Follow Eowyn Chen: 🔗 LinkedIn: https://www.linkedin.com/in/eowyn-chen/ 🔗Twitter/X: https://x.com/EowynChen Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ✉️ For any business inquiries, email me here: ck@ckogan.com Subscribe to my channel 🔗 https://www.youtube.com/channel/UCeM6DzWBS9K-MHXMIEiCjSw Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: https://www.instagram.com/constkogan🐦 Twitter: https://twitter.com/constkogan🎙️ Podcast: https://anchor.fm/constantinkogan Timestamps:01:30 Eowyn’s Crypto Journey – From Binance VP to Trust Wallet CEO 05:53 Binance Days: Building a Global Marketing Machine13:53 Trust Wallet’s Binance Acquisition – The Inside Story & Token Impact 22:19 Security Deep Dive: Tech Behind Trust Wallet’s Fortress27:18 What Sets Trust Wallet Apart in Web3?41:39 Trust Wallet’s Future – New Features You’ll Love 49:11 Eowyn’s Philosophy – The Meaning of Life 53:20 How to Connect with Eowyn Chen Drop your thoughts in the comments! What’s the future of crypto wallets? Let’s talk Web3! #Crypto #Web3 #Blockchain #TrustWallet #EowynChen #Bitcoin #DeFi #CryptoWallet #Tokenomics #Binance #CryptoSecurity #Web3Future #DecentralizedFinance #CryptoPodcast #TechTrends #AIinCrypto #CryptoCommunity #WalletLife #Web3Revolution #CryptoInvesting

Join me as I sit down with Leeor Groen, Managing Director at Spartan Group, a leading Web3 and DeFi venture capital firm. We dive into his journey from consulting to crypto, the evolution of DeFi, tokenomics, AI in blockchain, and his vision for financial freedom. 🚀🔗 Follow Leeor Groen:🌐 Spartan Group: https://spartangroup.io📢 Twitter/X: https://x.com/leeorgroen📢 Listen to the full podcast here!🎧 https://anchor.fm/constantinkogan ✉️ For any business inquiries, email me here: ck@ckogan.com Subscribe to my channel📹 https://www.youtube.com/channel/UCeM6DzWBS9K-MHXMIEiCjSw 💼 For business inquiries: ck@ckogan.com🔗 Follow me on socials:🌐 Website: https://ckogan.com📲 Telegram: @Constkogan📸 Instagram: https://www.instagram.com/constkogan🐦 Twitter: https://twitter.com/constkogan🎙️ Podcast: https://anchor.fm/constantinkogan 🎥 YouTube: https://youtube.com/@ConstantinKogan⏱ Timestamps:01:04 Leeor’s Journey – From Consulting to Web3 and Bitcoin’s Early Days04:32 M&A Structure and Spartan Group’s Evolution07:03 What is Leeor’s Investment Thesis and What Sets Spartan Apart?11:47 DeFi Then and Now: Lessons from Resilience 15:46 Top 3 Criteria for Evaluating DeFi Projects21:46 Tokenomics Efficiency: Case Study 🔥28:40 Risk Parameters for Retail Investors 32:16 Banking vs. DeFi: Comparing Reserves and Collateral40:28 AI in Web3: From Bots to Infrastructure 🤖42:09 Internet Computer (ICP) and AI-Driven Blockchain44:50 Challenges of TVL Mirroring Across Chains49:18 DeFi Fund Strategy: Managing Risk and Reward55:02 Emerging Trends: Web3 Meets AI57:42 How to Reach Out to Leeor and Spartan Group📢 Drop your thoughts in the comments! Let’s discuss the future of DeFi and AI in crypto! 👇#Crypto #Web3 #Blockchain #Bitcoin #DeFi #SpartanGroup #Tokenomics #DecentralizedFinance #AIinCrypto #CryptoPodcast #CryptoNews #AI #ArtificialIntelligence #CryptoCommunity #CryptoInvesting #DeFiRevolution #Web3AI #TechFuture

Join me as I sit down with David Johnston, a crypto pioneer, Morpheus contributor, and early investor in decentralized tech. We discuss his journey from Bitcoin’s early days to shaping Ethereum, Web3, DeFi, and AI-driven smart agents. 🚀🔗 Follow David Johnston:🌐 Morpheus: https://mor.org📢 Twitter/X: https://x.com/djohnstonec 🎧 Listen to the full interview here!🔗 Podcast: https://anchor.fm/constantinkogan💼 For business inquiries: ck@ckogan.com🔗 Follow me on socials:🌐 Website: https://ckogan.com📲 Telegram: @Constkogan📸 Instagram: https://www.instagram.com/constkogan🐦 Twitter: https://twitter.com/constkogan📽️YouTube: https://youtube.com/@ConstantinKogan⏱ Timestamps:01:27 David’s Journey – From Bitcoin’s Early Days to Web3 Evolution07:20 Ethereum, Smart Contracts & the Birth of dApps 🚀09:36 Scaling with Layer 2 Solutions & the Power of Merkle Trees17:28 Open-Source AI & the Rise of AI-Powered Smart Agents 🤖20:26 Governments & Bitcoin – Adoption, Resistance & the Future21:55 What is Morpheus? How Smart Agents Are Reshaping AI & Blockchain 🔥41:58 Morpheus Market Cap & Tokenomics Explained49:52 How Centralized Applications Can Integrate with Morpheus 🔗51:23 David’s Personal Life, Family & His Vision for the Future 🌍📢 Drop your thoughts in the comments! Let’s discuss the future of AI & crypto! 👇#Crypto #Web3 #Blockchain #Bitcoin #Ethereum #DeFi #Morpheus #DecentralizedAI #SmartAgents #CryptoPodcast #CryptoNews #AI #ArtificialIntelligence #CryptoCommunity #CryptoInvesting #DeFiRevolution #Web3AI #TechFuture

Join me as I sit down with Dennis Porter, CEO & Co-Founder of Satoshi Action Fund and President of Satoshi Action Education, to explore his journey into Bitcoin, his groundbreaking work in pushing pro-Bitcoin legislation across the U.S., and how he’s shaping the future of digital assets and financial freedom.🔗 Follow Dennis PorterTwitter/X: https://twitter.com/Dennis_Porter_Satoshi Action Fund: https://twitter.com/SatoshiActFundWebsite: https://satoshiaction.io/ 📢 Listen to the full podcast here!🎧 https://anchor.fm/constantinkogan ✉️ For any business inquiries, email me here: ck@ckogan.com Subscribe to my channel📹 https://www.youtube.com/channel/UCeM6DzWBS9K-MHXMIEiCjSw 🔗 Follow me on socialsWebsite: https://ckogan.com/Telegram: @Constkogan / https://t.me/constantinkoganInstagram: https://www.instagram.com/constkoganTwitter: https://twitter.com/constkoganFacebook: https://www.facebook.com/constantinkoganMedium: https://constkogan.medium.com/ ⏱️ Timestamps:00:00 Introduction01:45 Dennis’ Bitcoin journey: From skepticism to mining in his basement ⛏️06:55 El Salvador Bitcoin Strategy vs US strategy12:45 Lummis Strategic Bitcoin Reserve Legislation 24:10 Bitcoin mining: Grid stability and Texas case study ⚡️29:00 Debunking Bitcoin security concerns 37:30 2025 predictions: State adoption and federal progress48:00 How to connect with Dennis & recommended resources 📌 Hit like & subscribe for more insights. 🚀💡 #bitcoin #CryptoLegislation #StrategicBitcoinReserve #Web3

🚀 From Mechanical Engineer to Web3 Venture Capitalist! Join me as I sit down with Sagar Barvalia, General Partner at Blockchain Founders Capital, to discuss his incredible journey from India to Germany, his transition into the crypto VC world, and how he’s backing the next generation of Web3 startups.💡 In this episode, we cover:✅ Sagar’s journey from Porsche & BMW to blockchain investing✅ The challenges of being an immigrant entrepreneur 🌍✅ How he built an angel syndicate & venture fund 💰✅ The ETH Munich story & building a Web3 community✅ Insights on meme coins vs. real crypto investments✅ What VCs look for in early-stage startups 🚀🔗 Follow Sagar BarvaliaLinkedIn: https://www.linkedin.com/in/barvaliyasagar/Blockchain Founders Capital: https://www.bfc.vc/📢 Listen to the full podcast here!🎧 https://anchor.fm/constantinkogan ✉️ For any business inquiries, email me here: ck@ckogan.com Subscribe to my channel 📹 https://www.youtube.com/channel/UCeM6DzWBS9K-MHXMIEiCjSw 🔗 Follow me on socials Website: https://ckogan.com/ Telegram: @Constkogan / https://t.me/constantinkogan Instagram: https://www.instagram.com/constkogan Twitter: https://twitter.com/constkogan Facebook: https://www.facebook.com/constantinkogan Medium: https://constkogan.medium.com/ ⏱️ Timestamps:00:00 Introduction01:32 Sagar’s journey: From India to Germany & corporate life 🚗06:24 Entering the crypto world & first investments11:31 Starting an angel syndicate & moving into venture capital22:50 ETH Munich & creating a Web3 community 🌍32:32 Long-term crypto investments50:04 Sagar investments: Token and Equity 1:05:33 Advice for startup founders & how to pitch VCs01:11:00 How to connect with Sagar📌 Hit like & subscribe for more insights. 🚀💡 #CryptoVC #BlockchainInvesting #Web3 #StartupFunding

TO MY FULL PODCAST HERE! 🎧 https://anchor.fm/constantinkogan 👉 Keep up with Vineet Budki LinkedIn: https://www.linkedin.com/in/vineetbudki/ Sigma Capital: https://sigmavc.com/ ✉️ For any business inquiries, email me here: ck@ckogan.com Subscribe to my channel 📹 https://www.youtube.com/channel/UCeM6DzWBS9K-MHXMIEiCjSw 🔗 Follow me on socials Website: https://ckogan.com/ Telegram: @Constkogan / https://t.me/constantinkogan Instagram: https://www.instagram.com/constkogan Twitter: https://twitter.com/constkogan Facebook: https://www.facebook.com/constantinkogan Medium: https://constkogan.medium.com/ ⏱️ Timestamps 00:00 Introduction 01:30 Vineet’s unique journey: From cabin crew to managing a $100M fund 07:31 Sigma Capital starts 11:00 The VC landscape: Common mistakes 19:51 Top 3 Lead VCS24:31 Advice to founders32:22 Exploring different Exchanges 39:00 Market Trends48:42 Global Economy and Industry Impact 56:15 Fun, connections, and the meaning of life 58:40 Closing remarks: Contact and the future of Sigma Capital