Holistic Investment w Constantin Kogan – Details, episodes & analysis

In this sharp and forward looking conversation, Hyunsu Jung, CEO of Hyperion DeFi, joins host Constantin Kogan to explain why Hyperion is not just another crypto treasury, but one of the first publicly traded DeFi native operating companies.

From spotting Hyperliquid early and recognizing the utility behind HYPE

To building revenue generating on chain business lines around staking, validator economics, and DeFi monetization

To positioning Hyperion as a public market vehicle for real DeFi exposure

This is a conversation about what happens when a balance sheet becomes a growth engine.

Hyunsu Jung Reveals:

🚀 Why Hyperion is a DeFi operating company, not just a treasury

🧠 What most people still misunderstand about DeFi monetization

⚡ Why Hyperliquid created a real business opportunity on chain

📈 How Hyperion built multiple revenue streams around HYPE

🏦 Why public markets are a massive advantage for DeFi companies

💸 How staking, validator commissions, and DeFi monetization work together

🔁 Why the triple dip strategy may just be the beginning

🌐 Why Hyperliquid could become the blockchain to house all finance

📊 What makes Hyperion different from MicroStrategy and other DATs

🛠 How the team thinks about risk, deployment, and scaling

🔮 Why Hyunsu believes DeFi is still in the earliest innings

🌅 What the meaning of life looks like to a 30 year old public company CEO

🎯 Watch if you are:

• A public market investor trying to understand DeFi native businesses

• A crypto investor looking beyond simple treasury models

• A founder building in DeFi, infrastructure, or tokenized finance

• A trader watching the rise of Hyperliquid

• Or someone curious about where on chain financial markets are heading next

This episode explores why the next phase of DeFi may not look like a protocol, a token, or a treasury alone, but a real operating company built to compound ecosystem growth.

“Hyperion is the true DeFi company for Hyperliquid.”

“DeFi is just starting.” - Hyunsu Jung

Follow Hyunsu Jung and Hyperion DeFi:

🌐 Hyperion DeFi: https://hyperiondefi.com

💻 LinkedIn: https://www.linkedin.com/company/hyperion-defi/

✖️ X: https://x.com/hyperiondefi

👤 Hyunsu on X: https://x.com/hyunsujung_

✉️ For business inquiries: ck@ckogan.com

🎧 Listen to the full podcast here:https://anchor.fm/constantinkoganFollow me on socials:🌐 Website: https://ckogan.com

📲 Telegram: https://t.me/constantinkogan

📸 Instagram: https://www.instagram.com/constkogan/

💻 LinkedIn: https://www.linkedin.com/in/constantin-kogan

✖️ X: https://x.com/constkogan

🎙 Podcast: https://anchor.fm/constantinkogan

Timestamps

0:00 - Why Hyperion DeFi is not just another crypto treasury

1:22 - Why Hyperliquid created a new kind of public company

3:03 - Hyunsu Jung’s background before Hyperion

5:31 - What most people still miss about DeFi monetization

7:30 - Why Hyperliquid is becoming a serious trading venue

9:21 - Breaking down the triple dip strategy

12:08 - The five revenue streams behind Hyperion

15:11 - How off chain capital connects to on chain DeFi

16:23 - The profit model and why execution matters

19:25 - What makes Hyperion different from MicroStrategy

21:04 - Why Hyperliquid’s numbers are hard to ignore

24:25 - Why traditional traders are paying attention now

28:06 - How investors can access Hyperion DeFi through public markets

30:07 - The Inovia pivot and the investors behind Hyperion

32:53 - What could break the model and how risk is managed

35:20 - Why Hyperion is all in on Hyperliquid

37:39 - HIP4, new market structures, and what comes next

39:47 - Inside the team building Hyperion

41:04 - Will more DATs launch on Hyperliquid

43:57 - Lightning round on HYPE, DeFi, and real alpha

47:13 - Hyunsu Jung on meaning, leadership, and building at the right time

#HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

In this fascinating and practical conversation, Dmitry Tokarev, founder of Copper and co founder of Bron, joins host Constantin Kogan to break down one of the biggest unsolved problems in crypto: security for real users.From growing up in Siberia and discovering trading at a young age, to building Copper into one of the world’s leading institutional custody firms, and now leading Bron with a mission to bring institutional grade wallet security to retail users.This is a conversation about why crypto still feels dangerous for most people and what it will take to finally fix that.Dmitry Tokarev Reveals:🔐 Why most retail crypto wallets are still dangerously outdated🧠 The real difference between institutional custody and retail self custody🧩 What MPC actually means and why institutions rely on it📱 Why seed phrases should never have been the long term answer🚨 How people are really losing crypto today through phishing, SIM swaps, address poisoning, and physical attacks🛡️ Why Bron was built to remove the biggest security mistakes users make👥 How social recovery and successors can protect users without seed phrases⏳ Why time delays and approval policies matter for serious crypto holders🌍 What the future of crypto custody looks like as more real world assets move on chain⚙️ Why user experience, not just security, is the next big unlock for adoption📚 The book that changed Dmitry’s career path🌅 What peace of mind means to him and how he thinks about life🎯 Watch if you are:• A crypto holder worried about wallet security• A founder building in wallets, custody, or on chain infrastructure• An investor trying to understand where crypto UX still fails• Someone curious about the gap between institutional crypto and retail crypto• Or simply trying to protect yourself better in this spaceThis episode explores why the next breakthrough in crypto may not be a new token or protocol, but a safer way for normal people to actually hold their assets.“Retail should not be forced to understand all this crazy stuff just to stay safe.” - Dmitry Tokarev“If you can lose everything with one mistake, the product is broken.” - Dmitry TokarevLearn more about Bron here: https://go.bron.org/constantinkogan05Follow Dmitry Tokarev and Bron:🌐 Bron: https://bron.org/💻 LinkedIn:https://www.linkedin.com/in/tokarevdmitry/✖️ X: https://x.com/tokarev_d✉️ For business inquiries: ck@ckogan.com🎧 Listen to the full podcast here:https://anchor.fm/constantinkoganFollow me on socials:🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan📸 Instagram: https://www.instagram.com/constkogan/💻 LinkedIn: https://www.linkedin.com/in/constantin-kogan✖️ X: https://x.com/constkogan🎙 Podcast: https://anchor.fm/constantinkoganTimestamps0:00 - From Siberia to crypto custody pioneer3:20 - Why trading led Dmitry into building products4:52 - The three generations of crypto custody6:42 - What MPC means in simple terms8:29 - Why retail security is still broken11:39 - How Bron removes seed phrase risk15:13 - Social recovery, successors, and inheritance17:39 - How Bron handles real world wallet security19:57 - Why crypto users are now physical targets23:21 - How to protect large holdings from coercion28:58 - The hacks, scams, and attack patterns hurting retail33:38 - Three simple steps to protect yourself today39:17 - Dmitry’s view on the future of on chain assets45:52 - The DeFi risk most users still do not understand58:03 - Dmitry Tokarev on the meaning of life1:00:04 - The book that changed his direction1:02:26 - Where to follow Dmitry and Bron#DmitryTokarev #ConstantinKogan #Bron #Copper #CryptoSecurity #SelfCustody #WalletSecurity #Blockchain #Crypto #DigitalAssets #HolisticInvestments

Welcome to Holistic Investments, where we explore the future of technology and innovation! In this in-depth interview, we sit down with Sebastian Pfeiffer, Co-Founder and Managing Director of Impossible Cloud Network (ICN), a groundbreaking decentralized cloud platform challenging the dominance of traditional cloud giants like AWS, Google Cloud, and Microsoft Azure. Sebastian takes us through the fascinating origin story of ICN, its mission to decentralize the cloud, and how it leverages a multi-service DePIN (Decentralized Physical Infrastructure Network) to deliver enterprise-grade performance.

Discover how ICN is addressing critical issues like digital sovereignty, vendor lock-in, and the growing demand for edge computing in the era of AI and Web3. From its ICNT token mechanics to strategic partnerships with industry leaders like Supermicro and IoTeX, this conversation uncovers why ICN is poised to reshape the $300B+ cloud computing industry. Learn about real-world use cases, regulatory compliance in the Swiss-EU framework, and ICN’s vision for a decentralized, scalable, and open cloud ecosystem.

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Follow Sebastian Pfeiffer:

🔗 LinkedIn:   / sebastian-pfeiffer  

🔗 Website: https://www.icn.global/

🔗 X: https://x.com/icn_protocol

Join ICN's community:

🔗 Discord:   / discord  

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✉️ For any business inquiries, email me here: ck@ckogan.com

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Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan

************

Subscribe to my channel:

🔗    / @constantinkogan  

************

Follow me on socials:

🌐 Website: https://ckogan.com

📲 Telegram: https://t.me/constantinkogan

📸 Instagram:   / constkogan  🐦

Twitter:   / constantin-kogan  

🎙️ Podcast: https://anchor.fm/constantinkogan

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Timestamps:

00:00 - Intro

01:03 - The Origin Story of Impossible Cloud Network

03:43 - Decentralized Cloud vs. AWS/Google

06:25 - Geopolitical Impact on Cloud Choices

08:25 - Multi-Service DePIN Explained

10:11 - Real-World Use Cases for ICN

11:59 - Web3’s Web2 Cloud Reliance

15:10 - ICN vs. DePIN Competitors

17:50 - ICNT Token Mechanics

19:24 - Node Sales & Token Supply Balance

22:10 - Capturing Real-World Value

24:15 - Ensuring Token Stability

26:40 - Swiss-EU Regulatory Advantage

29:35 - ICN’s Global Expansion Plans

31:05 - Partnerships with Supermicro & IoTeX

33:30 - Composability for Devs & Businesses

35:40 - Community & Marketing Strategy

37:35 - Message to Early Contributors

39:28 - ICN’s Long-Term Cloud Vision

41:33 - Why Investors Should Watch ICN

43:17 - Decentralized Cloud for AI Compute

45:30 - Would ICN Sell to AWS?

46:40 - ICN’s Core Mission Values

48:33 - Sebastian’s Meaning of Life

50:33 - How to Connect with ICN

#DecentralizedCloud #ImpossibleCloudNetwork #Web3 #DePIN #CloudComputing #Blockchain #CryptoInvesting #SebastianPfeiffer #AI #TechInnovation #CloudStorage #HolisticInvestments #ConstantinKogan

🚀Constantin Kogan joins Marc Fleury - Ph.D. & Founder of Two Prime. 

Marc is an important figure in the open-source community. He was born in Paris, France. After earning his Ph.D. in Theoretical Physics from the French École Polytechnique, for work he did as a visiting scientist at the Massachusetts Institute of Technology, Marc was the founder and Chief Executive Officer of open-source software company JBoss. Marc raised $10 million of venture capital and sold JBoss to Red Hat for $420 million in April 2006. In retirement, Marc went back to research, including Biology and Modern Monetary Theory (MMT). In finance, he published MMT research on endogenous monetary growth under Basel regulation, and successfully operated hedge fund synthetic strategies as a proprietary fund manager throughout the 2008 financial crisis, acting as an angel investor in parallel.   

His current passion - Two Prime. A project bridges the best practices of traditional finance and crypto with a brand new asset class – its flagship FF1 token. Combining the safety of a stable coin and the finite supply of a Bitcoin, FF1 is a better store of value – a safe haven to park your assets in turbulent times and grow them in all weather conditions.  

📌Learn more about Two Prime  

https://twoprime.io  

📚UNDERSTANDING CRYPTO TODAY 

https://twoprime.io/book  

🔗Connect with me Online🔗 

Telegram: https://t.me/constantinkogan  

Facebook: https://www.facebook.com/constantinkogan 

Twitter: https://twitter.com/constkogan Instagram: 

https://www.instagram.com/constkogan  

LinkedIn: https://www.linkedin.com/in/constantin-kogan

Medium: https://medium.com/@constkogan  

Website: https://ckogan.com 

YouTube: https://www.youtube.com/watch?v=-7RXpR6-tjE&t=71s   

🙏Thank you for watching this interview! 🙏  

🤗Subscribe to my channel, this will mean a lot to me! 🤗

🚀Constantin Kogan joins Santiago Roel Santos - Partner at ParaFi Capital.   

ParaFi Capital is an alternative investment firm focused on blockchain and decentralized finance markets. We take a unique multidisciplinary approach to identify untapped opportunities through a research-intensive, long-term focused investment framework.  

📌To apply for funding check out this page first:  https://www.parafi.capital  

📚James P. Carse "Finite and Infinite Games"  https://amzn.to/2yv2MZl  

📚James Dale Davidson & William Rees-Mogg "The Sovereign Individual: Mastering the Transition to the Information Age"  https://amzn.to/36vUQU9 

 🚩Recommended:   https://marginalrevolution.com   

🔗Connect with me Online🔗 

Telegram: https://t.me/constantinkogan  

Facebook: https://www.facebook.com/constantinkogan 

Twitter: https://twitter.com/constkogan 

Instagram: https://www.instagram.com/constkogan  

LinkedIn: https://www.linkedin.com/in/constantin-kogan

Medium: https://medium.com/@constkogan  

Website: https://ckogan.com 

Podcast: https://anchor.fm/constantinkogan  

YouTube: youtu.be/C8m0V9t6Rjc 

🙏Thank you for listening to this interview! 🙏  

🤗Subscribe to my channel, this will mean a lot to me! 🤗

🚀Constantin Kogan joins Miko Matsumura is a General Partner with Gumi Cryptos (Ventures), a US $30M venture capital fund focused early-stage blockchain startups and a Venture Partner with BitBull Capital, a cryptocurrency fund-of-funds. He is also an advisor to Arrington XRP Capital. He has been a keynote speaker at dozens of conferences around the world. He is also co-founder of crypto exchange Evercoin. Discussing the open-source financial infrastructure.   

📌To apply for funding check out this page first: http://blog.gumi-cryptos.com/  

📚Phil Champagne "The Book Of Satoshi" https://amzn.to/2LErF7Z  

📚Ben Mezrich "Bitcoin Billionaires" https://amzn.to/3e1ZY4X

🔗Connect with me Online🔗 

Telegram: https://t.me/constantinkogan  

Facebook: https://www.facebook.com/constantinkogan 

Twitter: https://twitter.com/constkogan 

Instagram: https://www.instagram.com/constkogan  

LinkedIn: https://www.linkedin.com/in/constantin-kogan 

Medium: https://medium.com/@constkogan  

Website: https://ckogan.com 

Podcast: https://anchor.fm/constantinkogan

YouTube: https://youtu.be/_idgggmTFO8   

🙏Thank you for listening to this interview! 🙏  

🤗Subscribe to my channel, this will mean a lot to me! 🤗

🚀Constantin Kogan joins Zach Resnick, Managing Partner of Unbounded Capital, an investment firm focused on Bitcoin SV ecosystem.

Their vision:
"The Bitcoin (BSV) network and it’s metanet protocol are poised to be the foundation of the internet of value. BSV as an asset has asymmetric upside and the network has spurred an explosion of entrepreneurial creativity. Unbounded Capital matches the deep understanding of Bitcoin with extensive VC and entrepreneurial experience to help build the Bitcoin economy through identifying, funding, and then guiding the best Bitcoin-native businesses."

📌Check out research from Unbounded Capital:
https://unboundedcapital.com/research

📚Nassim Nicholas Taleb "Antifragile"
https://amzn.to/2AgYrcM

🔗Connect with me Online🔗
Telegram: https://t.me/constantinkogan
Facebook: https://www.facebook.com/constantinkogan
Twitter: https://twitter.com/constkogan
Instagram: https://www.instagram.com/constkogan
LinkedIn: https://www.linkedin.com/in/constanti...
Medium: https://medium.com/@constkogan
Website: https://www.ckogan.com
Podcast: https://anchor.fm/constantinkogan

🙏Thank you for listening to this interview! 🙏

🤗Subscribe to my channel, this will mean a lot to me! 🤗

🚀Constantin Kogan joins Dan Morehead, CEO & Founder of the cryptocurrency investment firm Pantera Capital, in a timely discussion about the current state crypto assets and the global macroeconomic outlook in the middle of coronavirus. Until recently, Pantera focused on global macro hedge fund investments. The firm was founded in 2003 by Dan Morehead, who was Chief Financial Officer and Head of Macro Trading at Tiger Management, the hedge fund run by investing legend Julian Robertson. Additionally, Constantin and Dan explore the opportunities in the digital asset space and discuss more broadly what they’ve learned in their decades as investors about the underlying essence of crisis and recovery.  📌Subscribe to our industry research, weekly news digests, and special updates at http://panteracapital.com/subscribe 

🔗Connect with me Online🔗 

Telegram: https://t.me/constantinkogan  

Facebook: https://www.facebook.com/constantinkogan 

Twitter: https://twitter.com/constkogan

Instagram: https://www.instagram.com/constkogan 

LinkedIn: https://www.linkedin.com/in/constanti...  

Medium: https://medium.com/@constkogan  

Website: www.ckogan.com   

🙏Thank you for listening to this interview! 🙏  

🤗Subscribe to my channel, this will mean a lot to me! 🤗

🌐 Discover the future of digital real estate! In this exclusive interview with Fred Hsu, CEO of D3, we dive into the world of DomainFi—the next big thing in Web3 and crypto! Learn how domains like Chat.com (sold for $30M!) are becoming billion-dollar assets and how D3 is tokenizing domains on the DOMA blockchain to unlock passive income, fractional ownership, and instant liquidity for everyone.💡 What You’ll Learn:💸 Why domains are the OG NFTs and a stable, high-yield investment.💸 How to profit from domain tokenization, leasing, and fractionalization.💸 The 2026 ICANN Land Rush and why DAOs need to act NOW!💸 How D3 bridges Web2 and Web3 for seamless digital identity.💸 Fred’s vision for a borderless internet by 2030 where domains power identity, payments, and AI agents.🔥 Why Watch? Domains are no longer just URLs—they’re digital real estate generating billions in revenue annually! With D3, anyone can own a piece of premium domain like Chat.com and earn passive income through DeFi protocols. Don’t miss the chance to get ahead in the DomainFi revolution!************Follow Fred Hsu:🔗 LinkedIn:   / fredhsu  🔗 X: https://x.com/heyheyfred?lang=en🔗 Website: https://d3.inc/************ ✉️ For any business inquiries, email me here: ck@ckogan.com ************ Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ************🔔 Subscribe for more insights on Web3, crypto, and the future of the Internet:    / @constantinkogan  ************ Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram:   / constkogan  🐦 Twitter:   / constantin-kogan  🎙️ Podcast: https://anchor.fm/constantinkogan ************Timestamps:0:00 - Intro 1:28 - Origin Story of D3 and Fred Hsu's Background3:12 - Domain Financialization (DomainFi) Explained6:20 - Monetizing Domains in the DomainFi Economy8:04 - Domains vs. Web3 Names (ENS vs DNS)10:06 - Authoritative Tokenization and Legal Certainty11:44 - Impact of High-Profile Domain Sales14:17 - Tokenization Process and DeFi Integration15:04 - Benefits of Fractional Domain Ownership18:54 - User Flow for Domain Tokenization21:22 - GTLD Land Rush and DAOs26:28 - Solving the Silo Problem with DNS28:03 - Handling IP and Trademark Challenges31:01 - Future of AI Agents and Domains32:47 - Opportunities for Investors, Builders, and Communities34:25 - DOMA Forge Grant Program35:23 - Vision for 2030 and the Future of Domains37:00 - Streamlining Domain Transactions38:39 - Returns and Fractional Domain Sales40:32 - Domain Pricing and Oracles41:12- Basketizing Domains as ETFs43:19 - Execution Risks and Market Education45:43 - Quick Insights47:54 - Personal Motivation and Closing************Disclaimer: This content is for informational purposes only and is not financial, legal, or investment advice. Always do your own research before investing.************#DomainFi #Web3 #Crypto #DigitalRealEstate #D3 #Tokenization #ICANN #PassiveIncome #DeFi #Domains #ConstantinKogan #FredHsu #HolisticInvestments

🚨 Is the global economy on the brink of collapse? In this Holistic Investments episode, Ronald G. Wayne, co-founder of Apple, dives deep into the looming inflation crisis and the inevitable failure of fiat currencies. Author of Tomorrow’s Money, Wayne shares shocking insights on why every currency will turn to dust, the true nature of money, and how to protect your wealth with silver and gold. 💰Key Topics Covered:💸 The history and flaws of fiat money since 1944💸 Why inflation is unstoppable and how it erodes your buying power💸 The return of silver and gold as a parallel money system💸 Wayne’s predictions: Global currency collapse in 3-5 years💸 Practical steps to prepare for the economic crisis💸 Bonus: Wayne’s untold story of co-founding Apple and selling his stake************Follow Ronald G. Wayne:🔗 LinkedIn: https://www.linkedin.com/in/ronald-g-wayne/🔗 Twitter: https://x.com/ronaldgwayne?lang=en🔗 Website: https://www.ronaldgwayne.com/************ ✉️ For any business inquiries, email me here: ck@ckogan.com ************ Listen to the full podcast here! 🎧 https://anchor.fm/constantinkogan ************Subscribe to my channel: 🔗 https://www.youtube.com/@ConstantinKogan************ Follow me on socials: 🌐 Website: https://ckogan.com📲 Telegram: https://t.me/constantinkogan 📸 Instagram: https://www.instagram.com/constkogan🐦 Twitter: https://www.linkedin.com/in/constantin-kogan/🎙️ Podcast: https://anchor.fm/constantinkogan ************Timestamps:0:16 - Intro 1:43 - Purpose of "Tomorrow's Money" Book 5:54 - The True Nature of Money9:08 - Coin Money's Impact on Technology 10:24 - Evolution from Barter to Coin Money11:11 - Current Economic Challenges: Inflation and Debt 14:14 - Bretton Woods and the Shift to Fiat Money18:03 - Consequences of Fiat Money and Inflation23:15 - Financial Engineering and Economic Crises27:05 - Global Currency Collapse Prediction29:30 - Return to Silver and Gold as Currency34:25 - Digital Money vs. Physical Silver Coins43:29 - Investment Advice: Silver Coins vs. Other Forms49:59 - Ronald G. Wayne’s Life Story and Apple’s Founding59:07 - Meeting Steve Jobs and Steve Wozniak1:03:00 - Forming Apple and the Partnership Agreement1:06:22 - Decision to Leave Apple1:07:22 - The Meaning of Life and Closing Thoughts#FiatMoney #InflationCrisis #GoldAndSilver #RonaldWayne #AppleCoFounder #FutureOfMoney #FinancialLiteracy #EconomicCollapse #HolisticInvestments #ConstantinKogan