Medici Presents: Level Up
Presented by the Medici Network, Level Up is the premier podcast for institutional investors navigating liquid token markets. Hosts David Grider from Finality Capital and Sean Farrell from Fundstrat sit down with top protocol founders and crypto-native fund managers to cut through the noise. Each episode unpacks token economics, adoption trends, valuation frameworks, and key risks—giving you the insights to stay ahead in the evolving digital asset landscape.
Episodes
In this episode of LevelUp, co-hosts David and Sean speak with TN Lee, CEO and co-founder of Pendle, and Louis Thomazeau, Investment Partner at L1D. TN shares how Pendle enables fixed yield and yield speculation through PT and YT token mechanics. Louis outlines L1D’s thesis around Pendle’s resilience, product-market fit, and unique token design. The discussion also explores Pendle’s future product roadmap, the upcoming launch of Bo...
In this special conference edition of Level Up, David and Sean broadcast live from Medici LA 25, diving into conversations with top voices in digital asset journalism, institutional allocators, venture fund managers, and blockchain innovators. Guests include Charlie Gasparino from Fox Business Network, Eleanor Terrett from Crypto in America, Ben Jacobs from Scenius Capital, Joe Marenda from Cambridge Associates, Paul Veradittakit o...
In this episode of Level Up, hosts David and Sean Farrell speak with David Tse, Co-Founder of Babylonchain, and Ted Breyer of Breyer Capital. David shares how Babylon introduces a trustless, slashable Bitcoin staking primitive—creating a native, self-custodial use case for Bitcoin that expands its utility beyond store of value. Ted offers his perspective as an early investor, reflecting on the protocol's technical depth, market pot...
In this episode of Level Up, David and Sean sits down with Lucas Bruder, Co-Founder and CEO of JITO Labs, and Tushar Jain, managing partner at Multicoin Capital. They dive deep into JITO’s innovative approach to MEV infrastructure, liquid staking, and restaking, explaining how these components work together to boost transaction efficiency and unlock value for validators and stakers. The conversation also covers token economics, gov...
In this episode of Level Up, presented by the Medici Network, co-hosts David and Sean dive into the rapidly evolving world of Web3 gaming with Robbie Ferguson, co-founder of Immutable, and Michael Arrington, founder of TechCrunch and Arrington Capital. They explore the investment thesis behind Immutable, the economics of blockchain-powered in-game assets, and why gaming might be the key driver of Web3 adoption. Robbie shares insigh...
In this episode of Level Up, presented by the Medici Network, David and Sean explore the real-world impact of Web3 technology with Mike Horton, founder of GEODNET, and Seth Ginns, managing partner at CoinFund. GEODNET is a blockchain-enabled decentralized physical infrastructure network (DePIN) that offers precision GPS services with growing adoption across industries. Mike shares his expertise in navigation and localization, expla...
Presented by the Medici Network, Level Up is the premier podcast for institutional investors navigating liquid token markets. Hosts David Grider from Finality Capital and Sean Farrell from Fundstrat sit down with top protocol founders and crypto-native fund managers to cut through the noise. Each episode unpacks token economics, adoption trends, valuation frameworks, and key risks—giving you the insights needed to make informed inv...
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