Jeff Park (Bitwise) on Active Management in Crypto (EP.367)
Jeff Park, an active Portfolio Manager at Bitwise joins the show. In this episode we discuss: The state of active crypto asset management. How Bitwise approaches the active management opportunity. The taxonomy of strategies that Jeff observes in the market. Perspectives on MEV and other crypto specific opportunities. The institutional LP landscape for active management […]
Weekly Roundup 11/04/22 (Fidelity Crypto Launches, Alameda’s balance sheet, SDNY looks at Tether) (EP.368)
Matt and Nic return for another week of deals and news. In this episode: Bitwise is moving into active management What’s the deal with Uber on the blockchain? The boys review House of the Dragon The history of land-based blockchain bets Fidelity launches no-fee retail trading for trading BTC and ETH on their platform Matt […]
Weekly Roundup 10/21/22 (Aptos launch, crypto vigilantes, FTX’s regulatory draft) (EP.363)
Matt and Nic return for news and deals of the week. In this episode: Why USDC is suffering redemptions but not USDT Some new 3AC shenanigans are unearthed The SEC and CFTC are investigating 3AC Details from the Voyager bankruptcy filing Avraham Eisenburg is crypto’s hottest new villain Is the Mango exploit against the law? […]
Josh Schwartz and Dima Kogan (FORDEFI) on Building Institutional Custody for DeFi (EP.369)
Josh Schwartz and Dima Kogan, co-founders of Fordefi, join the show. In this episode we discuss: MPC custody: what it is, its academic roots and how MPC works. The tradeoffs and considerations that have led to the growth in popularity of MPC custody. Josh and Dima’s backgrounds and the path that led them to founding […]
Weekly Roundup 11/10/22 (FTX fiasco, Su Zhu and Do attempt comebacks, Proof of Reserves redemption) (EP.370)
Nic and Matt return for one of the craziest weeks in crypto history. In this episode: Coin Metrics makes a key on-chain discovery regarding FTX’s insolvency Will Castle Island buy the naming rights to the Miami Heat arena? What in the hell happened to FTX/Alameda? How big is the hole in FTX’ balance sheet Was […]
Garrett Weaver (Juke) on Digital Collectibles (EP.371)
Garrett Weaver, the co-founder and CEO of Juke joins the show. In this episode we discuss: Garrett’s career as an entertainment industry executive and the path that led him to starting Juke. How Hollywood intellectual property works and how blockchains can open up revenue opportunities for studios. The use cases for NFT technology and the […]
Weekly Roundup 11/17/22 (John Ray’s FTX filing, will FTX political contributions be repaid, what’s wrong with effective altruism?) (EP.372)
Matt and Nic return for another week of news and deals. In this episode: Matt’s blog post, ‘It’s Time to Grow Up’ The Alameda – FTX relationship was always sketchy Would FTX ever have been able to go public? Why don’t we have decent disclosure for token emissions? How do we put this crisis to […]
Travis Scher on the FTX impact on Crypto VC (EP.373)
Travis Scher, co-founder of North Island Ventures joins the show. In this episode we discuss: Travis’ investing career including his tenure at DCG and his path to founded North Island Ventures. How Travis initially met SBF and his reasons for passing on the deal. Analysis of the bankruptcy process and the likely second order impacts. […]
Weekly Roundup 11/24/22 (SBF is at large, DCG’s fate, what we are thankful for) (EP.374)
Matt and Nic return for a Thanksgiving episode of OTB. In this episode: Liz Warren writes her first good letter ever? SBF is striking a defiant tone Sam’s new letter to employees Is the Alameda/FTX situation really that complicated? Sam’s parents bought tens of millions worth of Bahamas property The Bahamas steps in and seizes […]
Mike Belshe (BitGo) on FTX and the impact on crypto market structure (EP.375)
Mike Belshe, co-founder and CEO of BitGo joins the show. In this episode we discuss: Mike’s thoughts on FTX and the unfolding fraud case. His views on crypto market structure and how it is likely to evolve in the face of the FTX collapse. The regulatory landscape and the path forward for spot market regulation. […]