Weekly Roundup 06/02/23 (Crypto-eurodollars, SBF’s defense, debt ceiling debate) (EP.428)
Matt and Nic are back for another week of news and deals. In this episode: The debt ceiling debate is resolved What happened to Paxos’ / Paypal’s stablecoin? Offshore dollar stablecoins are growing while onshore stablecoins are shrinking Stablecoin policy in the US is backfiring USD stables issued out of Hong Kong Tether reaches a […]
Weekly Roundup 06/30/23 (ETF frenzy continues, Prime Trust insolvency, how Stablecoins are like Eurodollars) (EP.434)
Matt and Nic return for another week of news and deals. In this episode: The problem with SEC SAB 121 Pickleball is driving up American healthcare costs Microstrategy buys some more Bitcoin Fidelity refiles their Wise Origin Bitcoin ETF Why the Prime Trust insolvency is so bad Will there be Prime Trust clawbacks? The SEC […]
Jose Lemus (IBEX Mercado) on Lightning adoption in Emerging Markets (EP.435)
Jose Lemus, CEO and cofounder at IBEX Mercado, joins the show to talk Lightning and its growing usage in emerging markets. In this episode: The origins of IBEX How IBEX clients are using LN in emerging markets How Lightning as a settlement layer for cross-border interbank payments Lightning as a bridge currency Why stablecoins make […]
Amir Haleem (Nova Labs) on Helium, DEPIN, and DeWi (EP.437)
Amir Haleem, the founder of Nova Labs (formerly named Helium, Inc) joins the show. In this episode we discuss: The origin of Helium and the Helium network Amir’s views on L1 blockchains and the path that the company took in evaluating building its own chain versus building on an existing L1. Decentralized Physical Infrastructure (DEPIN) […]
Weekly Roundup 07/14/23 (Ripple gets a W, Machinsky arrested, PoR in federal legislation) (EP.438)
Matt and Nic are back with a huge week in the markets. In this episode: Ripple gets a key win in their summary judgment versus the SEC Implications for XRP holders Implications for exchanges and other tokens Prometheum’s denials about their ties to the CCP don’t hold water How Prometheum is a Potemkin platform Alex […]
Weekly Roundup 07/21/23 (Nasdaq reconsiders custody, the Torres doctrine) (EP.439)
Matt and Nic are back with more deals and news. In this episode: Was XRP discovered or created? The saga of Otter 841 Matt’s wildlife trouble More SAB121 chaos Rep Ritchie Torres sends Gensler a tough letter What is the Torres Doctrine? Terraform labs has a new CEO Our theories for why Nasdaq pulled the […]
Richard Meissner (Safe) on Account Abstraction Adoption and Barriers (EP.440)
In this episode, we hosted Richard Meissner, CTO of Safe, to illuminate the state of adoption of smart contract wallets following the roll out of ERC-4337 (an effort to standardize account abstraction on Ethereum). Our conversation covers: The limitations of smart contract wallets in a multi-chain universe Account recovery and hybrid custody using traditional institutions […]
Weekly Roundup 07/28/23 (Market Structure bill advances, stablecoin catch-22, debanking in the UK) (EP.441)
Matt and Nic are back with another week of news and deals. In this episode: Nic’s issues editing the show Why Washington is attacking PoR Why Big 4 audit firms aren’t working on PoR The Financial Innovation and Technology in the 21st Century bill (FIT) passes out of committee in the House Six Democrats defect […]
Weekly Roundup 07/07/23 (Taylor Swift’s FTX secret, XRP vs glazed donuts, ETF seeding) (EP.436)
Matt and Nic are back for more deals and news. In this episode: Matt’s plover rivalry Matt’s struggles against animals Taylor Swift actually did sign that partnership with FTX Are Eras tour tickets securities? Lightning in emerging markets Could we build the SR-71 today? How Ripple was 90% right about XRP being the bridge currency […]
Weekly Roundup 08/04/23 (SEC vs HEX, Base and BALD, Curve hacked) (EP.442)
Matt and Nic are back for more deals and news. In this episode: Nic’s early Do Kwon experience Reflecting back on Terra/Luna The SEC charges Richard Heart and HEX Is the SEC’s case against Richard Heart flimsy? Does the SEC deserve praise for coming after HEX? Kyle Davies thinks he’s immune from prosecution because he […]