Episode Details

Dan Burke (Nirvana Labs) on Purpose Built Infrastructure for Web3 (EP.558)
9/4/2024
On The Brink with Castle Island β†—

Key Insights

Bullish:

  • 🟒 $NIRVANA - Nirvana Labs is betting on the need for crypto-specific cloud infrastructure, addressing the high costs and inefficiencies of running crypto workloads on traditional cloud providers like AWS or GCP.
    • β€œOur big bet is things have changed. People they're running these workloads in AWS or GCP out of convenience and perhaps scale, but it's coming at a huge cost and a huge tax to the industry.” - Dan (13:00)
  • 🟒 $INFRA - πŸ”’
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  • 🟒 $CRYPTOM&A - πŸ”’
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  • 🟒 $DAPP - πŸ”’
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Bearish:

  • πŸ”» $NODEPROV - πŸ”’
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