Block by Block: A Show on Web3 Growth Marketing
Block by Block: A Show on Web3 Growth Marketing
Podcast Description
Each week, I sit down with the innovators and builders shaping the future of crypto and web3.Growth isn’t a sprint; it’s a process—built gradually, step by step, block by block.Let’s build something incredible, together. All onchain.
Podcast Insights
Content Themes
The podcast explores themes related to the evolution of cryptocurrency, blockchain technology, and their applications in various industries. Topics include community building in gaming, marketing strategies for crypto projects, storytelling in Web3, the challenges of interoperability, and the dynamics of crypto marketing during bear markets. Notable episodes feature community engagement strategies with Gabby Dizon of Yield Guild, marketing insights from Nate Cha of Eclipse, and the importance of storytelling with Dean from FortyIQ.
Each week, I sit down with the innovators and builders shaping the future of crypto and web3.
Growth isn’t a sprint; it’s a process—built gradually, step by step, block by block.
Let’s build something incredible, together. All onchain.
Summary
In this episode, Clouted from ETH Strategy speaks with Peter Abilla and breaks down how they are trying to build an autonomous, on-chain “investment bank” for Ethereum. He walks through how Michael Saylor’s use of convertible notes inspired their structure, why volatility is the raw material for the strategy, and how the protocol aims to grow a large ETH-denominated treasury over time. We talk about execution risk, product market fit, and why everything has to be transparent and market driven. Clouted also shares his core bet that ETH will trend up over the long run and how ETH Strategy wants to package that view into a set of on-chain products powered by volatility, leverage, and clear governance.
Takeaways
— ETH Strategy’s goal is to become a decentralized investment bank built around Ethereum.
— The design borrows ideas from Michael Saylor’s convertible notes playbook and applies them on-chain.
— Volatility is not a bug, it is the core input the protocol tries to monetize.
— The protocol wants to open up volatility and treasury-style strategies to regular DeFi users.
— Execution risk, both technical and organizational, is one of the biggest challenges.
— The core thesis is that ETH appreciates over time and the system is built around that long-term trend.
— Radical transparency is required so depositors can see and judge every move the strategy makes.
— ETH Strategy aims to keep shipping new on-chain financial products around ETH and volatility.
— The long-term vision is a large ETH treasury and growing earnings per share for the STRAT token.
— Market signals, not committees, should guide how the protocol evolves and allocates capital.
Chapters
(00:00) Introduction to ETH Strategy
(01:18) Understanding the protocol’s foundation
(06:04) TradFi playbooks versus DeFi-native design
(09:50) Mechanics of ETH Strategy’s treasury
(15:15) The vision behind ETH Strategy
(19:45) Current treasury holdings and future outlook
(21:37) Governance, control, and strategy shifts
(24:10) Finding product market fit in crypto
(27:30) Why transparency matters in vault strategies
(27:54) Core assumptions behind ETH Strategy
(30:34) Understanding execution risks in DeFi
(32:29) The role of volatility in ETH strategies
(34:40) Evaluating Ethereum Layer 2 environments
(38:47) ETH as a long-term store of value
(40:59) Innovating ETH strategies for better yield
(46:53) Vision for ETH Strategy over the next 12–24 months
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