Wyatt & Jake Lynch on Onchain Financial Markets (EP.695)
Wyatt, Henry, and Jake recently put out a report called “Total Value Lost”, exploring how best to assess the value of various DeFi markets – starting with lending markets. This episode is a continuation of that conversation, exploring what carries value in DeFi going forward, particularly on the back of a shaky market period. This […]
Weekly Roundup 01/02/26 (2026 predictions, wealth taxes, secret insolvencies) (EP.694)
Matt and Nic are back for the first OTB show of 2026. In this episode: Matt’s ice rink adventures The House issues a draft of the PARITY Act The trouble with wealth taxes DATs continue to bleed out We talk about Nic’s fiction story Predictions for 2026 Is there a secret exchange insolvency? What constitutes […]
2025 Highlights and 2026 Predictions with Blockchain Coinvestors (EP.693)
Matthew Le Merle and Mitch Mechigian of Blockchain Coinvestors join the show. In this episode we discuss: The top 5 themes of 2025 for the blockchain industry 2026 predictions and key themes to monitor To learn more about Blockchain Coinvestors visit fifthera.com/blockchain Check out this episode!
Weekly Roundup 12/19/25 (Quantum FUD, CLARITY markup, are forks obsolete?) (EP.692)
Matt and Nic are back for more deals and news. In this episode: Secret exchange insolvency rumors Caroline Ellison is free David Sacks says CLARITY is getting a markup The Fed rescinds their 2023 Novel Activities Supervision program Insolvent exchange prediction markets Visa’s stablecoin advisory business JPM launches a tokenized Treasury fund MONY Quantum FUD […]
Corn (Yearn Finance) on the Evolution of DeFi Protocols (EP. 691)
Henry sits down with Corn, head of business development at Yearn Finance, for a conversation about the evolution and current state of defi. In this episode: The history of defi from 2020 to today, and how the TerraLuna crash impacted the market How incentive mechanisms in defi have changed in 2025 What caused the collapse […]
Weekly Roundup 12/12/25 (Do Kwon sentenced, DTC no action letter, Circle’s private stablecoin) (EP.690)
Matt and Nic are back with more news and deals. In this episode: CIV grows the team Nic does not regret 8 years in crypto People are getting blackpilled about crypto Does speculation in crypto have positive externalities? Matt has never seen LOTR Will web3 ever come back? The OCC lets banks broker crypto trades […]
Weekly Roundup 12/05/25 (The trouble with Taproot, a prediction market paradox, HFSC OCP.2 report) (EP.689)
Matt and Nic are back with another week of news and deals. In this episode: Quantum risk again Are banks filled with spooks? The trouble with Taproot addresses Microstrategy’s dollar reserve Kalshi is going on chain Prediction market predicaments Are insiders monetizing Google search information on Polymarket? Are prediction markets insider trading machines by definition? […]
Stepan Simkin (Squads) on Stablecoin-Powered Financial Services
Stepan, founder of Squads, sits down with Wyatt on today’s episode. In this discussion: Squads’ evolution from a DeFi-facing product to servicing a broader range of companies’ asset treasury needs. What are the pain points of local small-medium businesses? What is driving the gradual global movement from local currencies into USD stablecoins? The appetite for […]
Weekly Roundup 11/27/25 (Who we are thankful for, S&P downgrades Tether) (EP.687)
Matt and Nic record a special Thanksgiving episode of OTB. In this episode: What’s the deal with deep fried turkeys? Polymarket gets CTFC approval Klarna is launching a stablecoin on Tempo Upbit is hacked Berachain drama Tether gets a downgrade from S&P Robinhood is spinning up their own prediction market with Susquehanna Are Visa and […]
Weekly Roundup 11/21/25 (Quantum FUD, DAT hangover, stablecoin duration risk) (EP.686)
Matt and Nic are back for another week of news and deals. In this episode: Is Quantum FUD causing Bitcoin to sell off? Ray Dalio is worry about Quantum Scott Aaronson is worried about quantum computing Vitalik is worried about quantum Quantum upgrade scenarios Are we still suffering from the flash crash? The DATs are […]