What podcasts say about Austin Barack
Every statement, with the speaker, the exact quote and the moment it was said.
What Austin Barack has said on podcasts
38 statements · 34 positive · 1 negative · 1 mixed · 2 neutral
Crypto-AI and 24/7 trading/tokenization are the most attractive market segments.
“the two segments of the market that I found most interesting are the intersection of crypto and AI. and 24-7 trading slash tokenization.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 2:21
The best venture deals are rarely priced cheaply.
“it's very rare that the best deals are also priced cheaply”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 3:22
Relayer Capital is allocating about 95% of its attention to liquid assets.
“At this point, it's like 95% liquid where I'm spending my time.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 5:08
A small group of tokens has product-market fit, rapid growth, and attractive pricing.
“there's actually 10 maybe or five that are really, really compelling that are finding product market fit, that are growing quickly, you know, as an extension of that, and then are also priced really attractively.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 6:09
Athena and Pendle should benefit most when markets heat up and on-chain yields rise.
“Athena and Pendle as third inning assets where it's like once things heat up and on-chain yields increase, those are two of the protocols like these native on-chain yield protocols that benefit most.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 6:41
Venice is projected to reach $336 million revenue and $70 million token burns in 2027.
“I have that in 2027, scaling up to 336 million in projected revenue and 70 million in burns.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 12:57
A 50x multiple on projected burns implies a $3.5 billion VVV valuation.
“$70 million times a 50X multiple, $3.5 billion for the token”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 13:32
Austin’s model produces a $43.89 VVV price target.
“And that's how you get to $43.89”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 13:42
Mines is an extension of Venice’s existing product suite.
“I continue to look at it as an extension of what's being built.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 19:59
Mines is more likely to succeed than the market currently expects.
“this is more likely to be successful than I guess perhaps the market does right now”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 22:22
Venice has four million historical users and likely over one million active users.
“they have 4 million historical users. I mean, they haven't released what monthly active or quarterly active numbers are, but by my estimates, that's at least over a million.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 22:30
Mines-like products could be especially useful for AI image and video creation.
“those sorts of products, perhaps most specifically, are where a minds type product could be the most useful”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 24:21
Venice balances business reinvestment with token value accrual effectively.
“Venice is straddling that line very well.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 29:49
Venice’s credit-purchase burn rate is projected to reach 10% in 2027.
“In 2027, I have that becoming 10% because I think they'll be able to actually increase that.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 32:04
Austin rates his Venice valuation model six out of ten for optimism.
“I would call it a six.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 32:45
Venice’s growth has exceeded Austin’s expectations.
“Definitely exceeded my expectations.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 33:09
AI usage is moving toward multi-model routing.
“we're moving to like a multi-model routing world”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 36:01
OpenRouter’s valuation supports Austin’s Venice valuation analysis.
“that just gives me more conviction in the valuation analysis that I've done.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 37:26
Crypto’s negative capital-flow trend is likely reversing.
“I think that flips over time. I think it's probably just flipped.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 40:37
Pump’s revenue could double or triple from current levels.
“I think we could see like a doubling or tripling even from here.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 41:51
Crypto-market activity can strongly reinforce Pump and Hyperliquid fundamentals.
“I think the psycho reflexivity is very, very strong for something like a pumper or a hype in the fundamentals as well.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 42:59
AI adoption is continuing to increase.
“more people are using AI every day and that's not changing.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 43:47
Pump remains significantly undervalued.
“pump, I think it's still incredibly cheap.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 44:17
Pump trades at five times buybacks.
“It's trading at 5x buybacks”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 44:20
Pump has substantial further upside from multiple expansion and growth.
“I think it has a lot more room to grow based on these multiple re-rating and value plays out.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 45:35
Hyperliquid exemplifies crypto’s thesis of on-chain financial markets.
“I think it's one of the best examples of the crypto thesis playing out”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 45:55
EtherFi could benefit substantially by achieving even a fraction of Nubank’s success.
“if they can achieve a fraction of Nubank's success, that would be awesome”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 48:21
Over 65% of EtherFi’s business comes from its neobank product.
“today, 65 plus percent of Etherify's business comes from their neobank product.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 50:46
EtherFi’s neobank business is expected to accelerate further.
“I think that portion of the business even accelerates further”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 51:11
EtherFi’s daily credit-card volume has grown tenfold year over year.
“that's 10x year over year.”
Open the episode · The New Economics of Crypto Tokens | Austin BarackListen at 52:07
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.