Weekly Roundup 03/10/23 (Choke Point 2.0, staking in the crosshairs, ordinals take off) (EP.396)
Matt and Nic return for another week of news and deals. In this episode: Kraken winds down their staking as a service product The SEC asks all staking as a service providers to register Does 3rd party staking pass all of the prongs of Howey? The FT’s article on the final days of FTX Did […]
Weekly Roundup 02/17/23 (BUSD Wells notice, Howey vs Reves, the SEC’s custody guidance) (EP.397)
Matt and Nic return for another week of news and deals. In this episode: Is peak FUD in? Is this the ‘custody rule rally’? OTB is keeping the deals of the week House is probing the connections between FTX and the SEC SBF is banned from using a VPN Is SBF a secret sports fan? […]
Ray Hindi & Jake Lynch (L1 Digital) on Crypto Funds, RWAs and DAOs (EP.398)
Ray Hindi and Jake Lynch of L1 Digital join the show. In this episode we discuss: L1 Digital’s origin story and early path into the crypto ecosystem. The firm’s approach to investing in managers and making direct investment. The evolution of crypto funds including views on structure, strategy, focus. The fundraising landscape – how pensions/larger […]
Casey Rodarmor on Ordinals, Inscriptions, and Digital Property Rights (EP.399)
Bitcoin developer Casey Rodarmor joins us to talk ordinals, inscriptions, and digital collectibles on Bitcoin. In this episode: What is an ordinal? Why the name? The history of ordinals and inscriptions How does ordinal theory work exactly? How to participate in ordinals and do you need Ord The interaction between inscriptions and Bitcoin fees Should […]
Weekly Roundup 02/24/23 (SEC vs Terra, Stables as Securities, the CoinBASE L2) (Ep.400)
Matt and Nic are back for the 400th episode of OTB! In this roundup: Nic’s Vespa story More on Ordinals Is embedding non-economic data in Bitcoin Satoshi’s vision? How Ordinals accelerates efficiency improvements in Bitcoin More FTX crime family news SBF is hit with four new criminal charges Augustin Cartens claims that crypto has lost […]
Dan Tapiero on Growth Investing in 2023 (EP.418)
Dan Tapiero, the founder of 10T Holdings and 1 Round Table Partners joins the show. In this episode we discuss: The performance of Bitcoin as a macro asset over the past year. The current regulatory environment and how the USA is losing its lead versus other countries in the digital asset ecosystem. The prospect of […]
Weekly Roundup 04/21/23 (Harberger taxes, SEC v Bittrex, stablecoin hearing) (EP.419)
Matt and Nic are back with another week of news and deals. In this episode: We debate some curious new sponsors The Miami gas shortage Nic’s impressions of NFT NYC We review Eric’s Orb When do Harberger taxes work? CIV is hiring The SEC is suing Bittrex and alleges that Algorand and Dash are unregistered […]
Weekly Roundup 04/28/23 (First Republic in trouble, Hong Kong embraces crypto, did crypto cause the banking crisis?) (EP.420)
Matt and Nic return for another week of news and deals. In this episode: What’s the deal with south shore bar pie? We review Consensus in Austin Nic’s 2022 Coin Center dinner incident Nic’s gas siphoning incident First Republic appears heading for collapse Why was First Republic given time to save itself but not Signature? […]
Weekly Roundup 05/05/23 (Bank apocalypse, Biden’s miner tax, Bhutan’s crypto ambitions) (EP.422)
Matt and Nic are back with another week of news and deals. In this episode: Updates on South Shore Bar Pie The CIV boys consider new sponsors Regional banks keep failing Is the turmoil in the bank sector deflationary or inflationary? How does the Fed end the banking crisis? McHenry’s stablecoin bill Biden proposes a […]
Simon Forster and Duncan Trenholme (TP ICAP) on Crypto Market Structure (EP.421)
Simon Forster and Duncan Trenholme of TP ICAP join the show. In this episode we discuss: – TP ICAP’s journey in the crypto / blockchain space. – The market structure for institutional cryptoasset trading. – The future of tokenization and the types of assets that are likely to be represented on chain. – The regulatory landscape and how […]