What podcasts say about Lorenzo Valente

Every statement, with the speaker, the exact quote and the moment it was said.

What Lorenzo Valente has said on podcasts

30 statements · 12 positive · 13 negative · 1 mixed · 4 neutral

on Crypto industry transitionNeutralOct 14, 2026· Unchained
2026 will mark a pivotal transition for the crypto industry.
“I think 2026 is going to be a pivotal year”
Listen at 2:23
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Crypto industry consolidationNegativeOct 14, 2026· Unchained
The crypto industry is undergoing massive consolidation.
“I think we're seeing just massive consolidation in the industry.”
Listen at 2:34
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Crypto finance applicationsPositiveOct 14, 2026· Unchained
Finance-related applications are currently crypto’s strongest product-market fit.
“payments, cross-border payments, trading. All basically adjacent topics around finance, which is, I think after basically 10 years, I think Ethereum launched in 2015. It's kind of the core use case and best PMF for crypto right now.”
Listen at 4:32
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on AI development and integrationNegativeOct 14, 2026· Unchained
AI is driving crypto integration and development costs toward zero.
“the cost of integrating, the cost of developing with AI, it's essentially going to zero”
Listen at 5:30
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Tokenized real-world assetsPositiveOct 14, 2026· Unchained
Tokenized stocks, fixed income, and real-world assets will capture substantial growth.
“the bigger part of the market right now, and we'll receive like a lot of growth, is just like stocks, equity, you know, obviously equities, fixed income, RWAs in general.”
Listen at 7:03
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Quantum ComputingNeutralOct 14, 2026· Unchained
Quantum computing is forecast to arrive on a 10-to-20-year horizon.
“we see more like in the 10 to 20 years kind of forecast in terms of where it's coming”
Listen at 10:53
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Crypto self-custodyNegativeOct 14, 2026· Unchained
Crypto self-custody is slowly declining, and the decline is accelerating.
“self-cost city is slowly dying. And I think this is just accelerating.”
Listen at 12:41
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Centralized crypto exchangesPositiveOct 14, 2026· Unchained
Centralized exchanges are currently best equipped to handle quantum and security threats.
“some of the centralized exchanges are actually best equipped to deal with this”
Listen at 18:37
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Custodial crypto platformsPositiveOct 14, 2026· Unchained
User-facing custodial platforms will onboard marginal crypto users and be best equipped.
“The Coinmises, the Robin Hoods, the people that really abstract the crypto complexity, they're going to onboard the net marginal user and they're going to be best equipped.”
Listen at 19:05
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Crypto exchanges, brokers, and infrastructurePositiveOct 14, 2026· Unchained
Crypto exchanges, brokers, and widely used infrastructure will outperform intermediate businesses.
“Either the ones that sit very close to the user that owns the user relationship, like the exchanges, the brokers, or basically crypto infra that can get, that is infrastructure and then that will get used by like a TAM that is massive”
Listen at 20:37
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Crypto exchange security and regulationPositiveOct 14, 2026· Unchained
Security and regulation are becoming increasingly important competitive moats for exchanges.
“security and regulation is starting to be a bigger and bigger moat”
Listen at 22:30
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Bitcoin quantum transitionPositiveOct 14, 2026· Unchained
Bitcoin developers and stakeholders will transition before quantum attacks become practical.
“I think they'll find a solution before kind of Q day and there will be a transition.”
Listen at 25:45
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Hardware walletsNegativeOct 14, 2026· Unchained
Hardware wallets are exceptionally difficult to secure and operate safely.
“the hardware wallet space, honestly, is very, very hard”
Listen at 28:00
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Non-self-custodial crypto custodyPositiveOct 14, 2026· Unchained
Marginal crypto users will primarily adopt centralized or non-self-custodial custody.
“I think it's going to be through kind of centralized exchange and other forms of custody, basically, that are not like self-custody.”
Listen at 29:55
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Ethereum value accrualNegativeOct 14, 2026· Unchained
Ethereum’s current value-accrual model is substantially broken.
“the value accrual is pretty broken”
Listen at 31:07
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Ethereum value accrualNegativeOct 14, 2026· Unchained
Ethereum is unlikely to accrue several billion dollars under its current model.
“imagining... a world where Ethereum accrues several billions of dollars is just very hard to imagine, if not clearly impossible”
Listen at 31:10
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Ethereum layer oneNegativeOct 14, 2026· Unchained
Growth is no longer occurring at Ethereum’s layer one.
“growth is not happening anymore at the Ethereum layer one”
Listen at 32:27
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Ethereum layer oneNeutralOct 14, 2026· Unchained
Ethereum layer one may become primarily a proof-posting data-availability layer.
“I don't see why Ethereum L1 just doesn't become just a layer where you post proof”
Listen at 33:24
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Layer-one blockchain networksMixedOct 14, 2026· Unchained
Some layer-one networks may become highly valuable despite generating no revenue.
“there's a non zero probability. I think that some of these layer ones actually don't make any money and become like very, very valuable networks over time”
Listen at 36:53
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Startup token buybacksNegativeOct 14, 2026· Unchained
Startups should not allocate all revenue to token buybacks and burns.
“it's clearly not the right way to allocate. capital if you're a startup.”
Listen at 39:17
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Startup capital allocationPositiveOct 14, 2026· Unchained
Founders should invest capital in growth opportunities rather than token buybacks.
“I would rather a founder come to me and say, hey, my stablecoin is $5 billion of supply. I see a clear market or pathway to becoming $50 billion. I'm going to use the capital to do this. 100%. I'd rather have that instead of buying back the token.”
Listen at 40:27
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on DYDX, OpenSea, and Blur tokenomicsNegativeOct 14, 2026· Unchained
Buyback-oriented tokenomics were not a good use of capital for several failed projects.
“the DYDX, the OpenSeas, the Blurs, some of those companies have similar tokenomics, and clearly... They're dead now. So it wasn't a good use of capital at that time.”
Listen at 41:01
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Perpetual futures marketNegativeOct 14, 2026· Unchained
The perpetual-futures market will become highly competitive.
“I think Perps is going to get very, very competitive.”
Listen at 43:27
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Perpetual futures marketNeutralOct 14, 2026· Unchained
The perpetual-futures market will become increasingly regulated.
“I think it's a market that is going to become increasingly regulated.”
Listen at 43:30
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Hyperliquid token strategyPositiveOct 14, 2026· Unchained
Hyperliquid should preserve resources for competition instead of token buybacks and burns.
“I think you want to be in a position where you have resources to be able to compete, right? And not buying back and burning the token.”
Listen at 43:45
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Programmatic token buybacksNegativeOct 14, 2026· Unchained
Programmatic token buybacks do not inherently increase investor confidence.
“it doesn't give you any more confidence that it's programmatic”
Listen at 44:41
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on StablecoinsPositiveOct 14, 2026· Unchained
Stablecoin supply will grow by more than 40% annually over the next few years.
“I think stablecoins, again, I think they're going to continue to grow probably like 40 plus percent Kagura a year, like compounding over the next few years.”
Listen at 48:07
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Blockchain throughput for agentic commerceNegativeOct 14, 2026· Unchained
Current blockchain throughput is far below the 10–100 million TPS needed for agentic commerce.
“We're still very far away in terms of throughput. Matthews, I think it's the CEO of Cloudflare. We're talking about like 10 to 100 million TPS. And so we're very, very far from that.”
Listen at 52:28
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Tether and Circle stablecoinsPositiveOct 14, 2026· Unchained
Tether and Circle benefit from liquidity network effects that support many ecosystem companies.
“They're kind of liquidity supernovas where they power so many other companies in the ecosystem.”
Listen at 56:31
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'
on Large stablecoin networksNegativeOct 14, 2026· Unchained
Launching a stablecoin network that scales into hundreds of billions is extremely difficult.
“people are heavily underestimating how hard it is to launch a stablecoin network that is big, right? That scales into the hundreds of billions.”
Listen at 57:15
Open the episode · Why Crypto Buybacks Are 'the Wrong Way to Allocate Capital'

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.