Weekly Roundup 06/10/22 (What’s in the Lummis bill, NY State mining ban, Custodia sues the Fed) (EP.325)
Nic and Matt are back for news and deals of the week. In this episode: Greetings from a very hot Consensus in Austin Our takeaways from the Lummis/Gillibrand bill What the NY state mining moratorium means for miners The Central African Republic lays out its plans for Project Sango Custodia Bank is suing the Fed […]
Weekly Roundup 06/17/22 (Celsius chaos, Market contagion, the Fed’s Quandary) (EP.326)
Nic and Matt are back for a truly chaotic week in the markets. In this episode: Is DeFi’s transparency a vice? We reconsider the need for a lender of last resort? We debrief on Consensus How will the Celsius situation resolve? Fidelity doubles down on digital assets Is the Fed trapped by inflation? Was the […]
Eli Ben-Sasson and Uri Kolodny (Starkware) on Scalability with STARKs (EP.327)
In this episode, host Ria sits down with the co-founders of Starkware, Eli Ben-Sasson and Uri Kolodny to discuss how the team is leveraging STARKs, or validity proofs, to unlock a magnitude increase in scalability. We discuss: The differences between Starkex and Starknet and how the two will converge Enabling functions and applications that cannot […]
Weekly Roundup 06/24/22 (FTX steps in, 3AC postmortem, fraying DeFi governance) (EP.328)
Matt and Nic return for a fiery episode of deals and news. In this episode: Is miner selling backed up by the on-chain data? Is Massachusetts open to pro-crypto legislation? FTX provides credit support to embattled crypto lenders Why private market transactions do not constitute bailouts in the pejorative sense Was 3 Arrows just a case […]
Zac Prince (BlockFi) on Navigating Through the Storm (EP.329)
Matt Walsh sits down with BlockFi CEO Zac Prince to cover turmoil in the crypto lending markets and how BlockFi is handling the crisis. In this episode: Is the contagion among lenders over? Was Three Arrows excessive risk taking or fraudulent? BlockFi’s relationship with Three Arrows Does BlockFi still have 3AC exposure? BlockFi’s plan to […]
Blake King on How Grids can Accommodate Bitcoin Mining (EP.330)
Blake King, power markets engineer at Galaxy, formerly of Oak Ridge national lab and ERCOT, joins us to talk about how changing grids are accommodating an influx of load from Bitcoin miners. In this episode: Why the grid is undergoing a radical transformation today Blake’s background in electrical engineering, power system modeling, and renewable development […]
Weekly Roundup 07/01/22 (GBTC ETF denied, Bitcoin rationalism, CoinFLEX) (EP.331)
Matt and Nic return for the news and deals in another tumultuous week. Matt is snubbed by Coin Metrics Nic gets sort of cancelled on Twitter by the Bitcoin hardliners Nic is not a Bitcoin Maximalist Is there a positive, non-maximalist vision of Bitcoin? BlockFi update Our case for wallet-based passwordless authentication CIV’s 3AC takes […]
Dave Balter and Jim Myers (Flipside Crypto) on NFTs and on-chain data (EP.332)
Dave Balter and Jim Myers, the founders of Flipside Crypto join the show. In this episode we discuss: The early insights that led to the launch of Flipside Crypto Current market conditions and how Dave compares that to the dot com era The proliferation of NFTs and how the SaaS market will change as a […]
Weekly Roundup 07/08/22 (Voyager files for Chap. 11, 3AC files Chap. 15, EU agrees on MiCA regulation) (EP.333)
Matt and Nic return for another week of news and deals. In this episode: USDC gains ground on USDT Stable liquidity is sticky Why fiat-backed stables are still more censor resistant than bank deposits Do stablecoins make L1s unforkable Will the emergence of crypto prime brokers pressure crypto yields? Voyager files for Chapter 11 Should […]
Weekly Roundup 07/15/22 (Celsius files Chapter 11, 3AC not cooperating, Circle clarifies USDC reserves) (EP.334)
Matt and Nic return for another week of news and deals. In this episode: Stablecoin actives outpace blue chip crypto Why is Tether on Tron so popular? Is H E Justin Sun willing to deploy $5b in acquisitions Celsius files for Chapter 11 bankruptcy protection KeyFi is suing Celsius Are DeFi business models going to […]