Weekly Roundup 01/13/23 (Nexo raided, crypto charity boxing, DCG vs Gemini II) (EP.386)
Matt and Nic return for another week of news and deals. In this episode: What’s happening with Proof of Reserves? Will BTC and ETH have another fee crisis? Nishad Singh has met with the SDNY in a proffer session The SEC is investigating VC funds that invested in FTX FTX debtors and the Bahamas announced a cooperation […]
Dhruv Patel and Himanshu Sahay (Arch) on Building a New Alternative Lender (EP.390)
Arch cofounders Dhruv Patel and Himanshu Sahay Arch coming out of stealth Key lessons learned from the crypto lending crisis Arch’s differentiated offering within crypto and other alternative assets Leveraging crypto rails to build a lender of the future Using experience at top technology companies to build a superior consumer product Learn more at Archlending.com […]
Luuk Strijers (Deribit) on a New Model for Proof of Reserves (EP.387)
Deribit Chief Commercial Officer Luuk Strijers joins the show to talk about their new Proof of Reserve rollout. In this episode: Why Deribit decided to do a PoR What were the considerations going into it? What made Deribit cautious about the procedure? Which PoRs did Deribit look at for inspiration? Has Deribit received client feedback […]
Weekly Roundup 01/20/23 (DOJ takes down Bitzlato, loyalty point inflation, FTX US still solvent?) (EP.389)
Matt and Nic return for another week of news and deals. In this episode: What’s going on with our merch? Nic’s pitch for pickleball What’s the deal with the leaked GTX pitch deck? What happened at CoinFLEX? Our conspiracy about GTX What’s the latest with the FTX crime family Will FTX or FTX.US be relaunched? […]
Tony Scuderi (Imperii) on Crypto Banking and Advisory (EP.388)
Tony Scuderi, the founder of Imperii Partners joins the show. In this episode we discuss: The investment banking landscape for crypto/blockchain companies. How the fundraising environment is evolving in 2023. The impact of FTX on the broader market. How companies backed by FTX are taking action. The M&A landscape. Common pitfalls that founders make when […]
Maneesh Gandhi & Michael Liddy (Evanston Capital) on The Institutional Allocator Landscape (EP.391)
Maneesh Gandhi and Michael Liddy of Evanston Capital join the show. In this episode we discuss: Evanston Capital’s history and thoughts on the blockchain ecosystem Their views on the current market environment and how this crypto cycle compares to others The evolution of the crypto venture landscape and how Evanston Capital thinks about crypto venture […]
Weekly Roundup 01/27/23 (Modulo Capital, PoR legislation, Tungsten mounts a comeback ) (EP.392)
Matt and Nic return for another week of news and deals. In this episode: Is there a socially optimal level of vigilantism What’s the deal with Modulo Capital? SBF’s mother and brothers are now in the crosshairs Matt and Nic hash our VR vs AR Ted Cruz asks cafeterias in the Capitol to accept bitcoin […]
Julien Niset (Argent) on Improving Self Custody with Account Abstraction (EP.393)
We host Julien Niset, co-founder of Argent in this episode on account abstract and smart contract wallets. We cover: Building the first smart contract wallet on Ethereum Why smart contract wallets improve the non-custodial experience Standardizing contract wallet implementations on L1s retroactively and on L2s natively Comparing and contrasting contract wallets and MPC (multi-party computation) […]
Weekly Roundup 02/03/23 (Ordinals frenzy, Charlie Munger, Tether truthers are back) (EP.394)
Matt and Nic return for another week of news and deals. In this episode: Nic’s Proof of Reserves for Policymakers Charlie Munger attacks crypto The academic Tether truthers are back We unveil a new bad boy New allegations about Celsius surface The problem with exchange tokens How do you retire a token? The paradox of […]
Josh Benaron (Bundlr) on the Importance of Permanent Storage and Provenance (EP.395)
In this episode, we were joined by Josh Benaron, founder of Bundlr, a scaling protocol built on top of Arweave. Josh shares his views on: Censorship resistant and permanent storage The importance of provenance in attributing and distributing value Why Arweave’s approach to decentralized storage is elegant How Bundlr addresses trade offs in Arweave and makes it […]