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Gate Ventures Podcast | Episode 2
Topic: DeFi's Real Game — What Web3 VCs Know That Retail Doesn't
🎙️Jed Breed , Founder & GP of Breed VC
🎙️Jeremy Wallis , Gate Ventures Partner
Few people in crypto have operated across all four of these vantage points simultaneously:
— BTC miner (2014)
— Head of Digital Assets at Circle, instrumental in launching USDC
— DeFi market-neutral fund manager at Accomplice
— Pre-seed crypto VC
This episode covers:
— How Web3 VCs actually generate returns and exit
— What the GENIUS Act genuinely unlocks for US founders
— RWA in 2026: real institutional adoption or recycled narrative?
— The metrics retail consistently misreads: TVL, volume, and VC backing
📅 June 9 | 1:00 – 2:30 PM ET
📍Live on Gate Ventures X and available on YouTube and Spotify on June 20.