Compound
other on 2 shows · 0 statements across 0 episodes
Mentions by year, every show
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Capital Allocators 16
TBPN 3
2026 3 mentions in 3 episodes 1 per episode
2025 1 mention in 1 episode
2024 1 mention in 1 episode
2022 14 mentions in 5 episodes 3 per episode
- Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
- Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- Ben Forman – Opportunities in DeFi (EP.256, Crypto for Institutions 2, EP.03)
- Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
- every mention in 2022, scene by scene →
every mention on every show, scene by scene, with the transcript →
6 statements about Compound, every show
Hays: Over 20% of S&P 500 Suffered Single-Day Drawdowns Above 7%
“And then as of yesterday, over the prior eight trading sessions, more than 20% of the S&P 500 had a drawdown of seven percent or more in a single session, according to the compound.”
Dixon: DeFi Protocols Handled 2022 Market Turmoil Without Breaking
“And I think the other important thing to note is that during the volatility and downturns, when you had the failure of FTX and BlockFi and Celsius, all of these blockchain services worked perfectly. I should say the good ones, like Compound, Aave, Uniswap, Mak…”
Bozman: Incremental open-source improvements lack defensibility against incumbent DeFi protocols
“And so generally our view is kind of, okay, well, like if this actually is an improvement, compound could just do this.”
Bozman: Compound's long-term market capitalization will significantly exceed $1.5 billion
“Compound right now, you can buy for about one or 1.5 billion on the open market. Long run, it's probably a lot more than that.”
Dixon: Compound and on-chain DeFi protocols performed well through market volatility
“And Compound, by the way, contrary to a lot of the news you'll read today, Compound and all of the other on-chain DeFi protocols have performed quite well in this volatile market.”
Ginns: Aave outpaced lending peers through rapid innovation and novel products
“So we saw this greater level of engagement. We saw a fast pace of innovation, and then we were tracking engagement with the protocol itself and really just saw that they were seeing a lot of adoption and outpacing Some of their peers really because of the new …”