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Endgame with Amanda Cassatt

Settling the Ethereum L1 vs. L2 Debate Using Data, With Dune’s Founder Fredrik Haga

06 Aug 2025

Description

What does crypto look like when you strip away the noise and just follow the data?Fredrik Haga, co-founder of Dune, joins Amanda Cassatt for a conversation that cuts through the headlines and into the heart of what’s actually happening onchain. From the slow decline of NFTs to the real traction behind stablecoins and RWAs, Frederik offers an inside look into crypto’s shifting center of gravity and brings the data to prove it.This episode moves charts as Frederik shares the personal cost of building a billion-dollar company in Norway and why a tax on unrealized gains forced him to leave the country he was building in. This is a conversation about what's really working in crypto and what's still getting in the way.TIMESTAMPS:00:00 On-Chain Metrics and Market Dynamics03:03 The Rise and Fall of NFTs05:55 Stablecoins and Real World Assets08:54 Layer 2 Solutions and Their Impact11:56 The Middle Class of Crypto14:52 Mismatches Between Hype and Reality17:53 AI and Crypto Intersections20:54 The Founder’s Journey: Building Dune23:41 Norway's Economic Challenges and Opportunities29:40 Governance and Innovation in CryptoRESOURCES:Follow Fredrik Haga: https://x.com/hagaetcSubscribe to Endgame: https://www.youtube.com/@endgamepodcast  Amanda on X:  https://x.com/amandacassatt  Serotonin on X: https://x.com/serotonin  Endgame on Spotify: https://open.spotify.com/show/6iSvbKOJWoEPiAoGmiulkd   Endgame on Apple Podcasts: https://podcasts.apple.com/us/podcast/endgame-with-amanda-cassatt/id1801809440  Substack: https://substack.com/@UCInZsV3L1nDGoFjxoNUnPQQ

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