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Olaf Carlson-wee

Founder & CEO, Polychain Capital

Search every verified Olaf Carlson-wee interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Olaf Carlson-Wee, founder and CEO of Polychain Capital, has been speaking publicly about his view that memecoins function as information markets and could reshape social media. In a keynote at TOKEN2049 Singapore in October 2025, he argued that memecoins represent a "divergence in interest" between institutional investors and retail participants, and that they are not simply gambling. He described a future where every social media post could be a coin, with traders betting on content popularity replacing centralized algorithms. He stated that "the number one source of alpha" for memecoin traders is following profitable wallets, creating an onchain social graph based on financial alpha. At the Network State Conference in October 2025, Carlson-Wee discussed the potential for internet-native "startup societies," comparing the current moment to the pre-Bitcoin era of cryptocurrency prototypes. He said that a generation of "internet-connected kids from birth" could "speedrun the story of Dubai and Singapore" because they have internet and cryptocurrency. He also stated that he favors "aesthetics and vibes" in designing a network state, and that "editability is more important than luxury." In other appearances, he has discussed the role of AI bots using blockchains as bank accounts, the potential for the Move programming language to improve security, and his long-term thesis that global finance will move to a unified blockchain system.

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