Jon Charbonneau
Jon Charbonneau is the co-founder and general partner of DBA, a New York based crypto investment firm he started with Michael Jordan (formerly co-head of investments at Galaxy Digital), which raised a $50 million first fund in 2023 and closed a second fund of roughly $62 to $68 million in 2026. Before founding DBA he led L1, L2, and MEV research at Delphi Digital and became known for his writing on Ethereum scaling and token economics; he also co-hosts the Uncommon Core 2.0 podcast. Earlier in his career he worked as a structured credit banker at Deutsche Bank, and he holds a B.A. in Economics from Duke University.
31 talks by Jon Charbonneau
- How Hyperliquid Illustrates Why Crypto Needs Better Valuation Metrics
- Two VCs on DATs, Hyperliquid, and Why the 4-Year Crypto Cycle Is Dead
- Jon Charbonneau on The Future of Staking Yield, Onchain Revenues, and CLOBs
- 0xResearch Cross-Post: Crypto Regulation, Breakout Apps, and TradFi’s Impact | Jon Charbonneau
- Crypto’s New Era: Regulation, Breakout Apps, and TradFi’s Impact | Jon Charbonneau
- Hype on Overdrive: Robinhood Chain, Kalshi vs. Polymarket, & ETFs – The Chopping Block
- Crypto's Next Era: TradFi IPOs or Hyperliquid, PumpFun & Solana?
- Ethereum vs. Reality: Is ETH Undervalued or Just Losing?
- The REV Debate: Real Metric or Fake News? Jon, Bread, & Andy8052
- Launchcoin & Believe | ETH's 50% Candle | Coinbase Listed on S&P 500 | Jon, Bread, & Andy8052
- Is ETH Back? Memecoins Here to Stay? HYPE's HyperLiquid EVM | Jon, Bread, & Andy8052
- Bitcoin’s Macro Status, Ethereum’s Cultural Reset, and Solana’s Growth Risk | Jon Charbonneau
- "There is a Meaningful Vibe Change" - Ethereum's Pivot Has Begun & Community Reactions
- Live From DAS: Building Empirical Valuation Frameworks For Digital Assets | Jon & Matthew
- Digital Asset Summit 2025 - NYC | Investor Track | Day 2
- Ethereum & Solana: MEV & Beyond
- Can Ethereum Compete with Bitcoin, Solana & Celestia?
- Nick White and Jon Charbonneau on The Rise of Celestia's Native Ecosystem
- Tarun Chitra and Jon Charbonneau on Solana vs. Ethereum Valuation Outlook
- What's a Fair Value for Crypto Networks Like BTC, ETH and SOL?
- L1 & L2 Token Value Capture | Jon Charbonneau
- Ethereum’s Staking Endgame
- Monad: The Parallelized and Supercharged L1 EVM | Keone Hon & Jon Charbonneau
- Is Data Availability (DA) a Good Business Model?