NEW POD - @JonasSFT @vpabundance @carl_cervone join me to talk about the TECTONIC SHIFTS happening in ETHEREUM PUBLIC GOODS FUNDING in 2025 the next cycle will not be like the last! dig in 🪏⛰️ 0:00 Introduction to Allo Capital pod 1:40 Guest Introductions and Episode Focus on Public Goods Funding 3:15 Octant's Sustainability Fund 5:00 Optimism's Superchain and Governance Updates 6:20 Open Source Observer: Measuring Impact with Data 9:30 Emerging Trends in Ethereum Public Goods Funding 11:20 Distribution, Adoption, and the "Trough of Sorrow" 15:00 Algorithmic and Data-Driven Capital Allocation 20:50 Ethereum's Polycentric Ecosystem and Global Public Goods 23:00 Sustainability Models and Competitive Advantage 27:40 The New Meta: Profit Sharing and Sustainable Funding Norms 35:50 Collaboration, Funding Flow Transparency, and Shelling Points 39:40 Closing Thoughts and "Hot Takes" on Public Goods Funding 49:10 Conclusion