Lyn Alden on debt, the dollar, and Bitcoin (EP.96)
We host Lyn Alden, equity research and investment strategist focusing on global macro and commodities, to talk about the debt overhang, the effect of the dollar as the reserve currency, QE, the likelihood of inflation, and the prospects for Bitcoin. In this episode: How the Bretton Woods system broke down and gave way to the […]
Weekly News Roundup 07/02/20 (Zimbabwe re-dollarization, Bitcoin’s GINI coefficient, more issues with ‘market cap’) (EP.98)
Matt and Nic cover the top stories of the week. In this episode: The MPC custody debate NYDIG raises $190m for a Bitcoin fund Zimbabwe bans all mobile money services and contemplates redollarization 4% of the UK population owns cryptocurrency, according to the securities regulator What a long-defunct exchange has to do with Bitcoin’s GINI […]
Tim Rice and Ben Celermajer (Coin Metrics) on a new measure of cryptoasset supply (EP.99)
Tim Rice, Coin Metrics CEO, and Ben Celermajer, index manager at Coin Metrics join the show to discuss a new supply measure for cryptoassets which takes into account their “free float.” This is designed to take into account coins which are immobilized or illiquid, and brings a systematic approach to the issue inherited from traditional […]
Weekly News Roundup 07/10/20 (More cryptodollars, the FATF explained, Coinbase IPO rumblings) (EP.100)
Matt and Nic cover the top stories of the week. In this episode: Nic’s viral Tweet The Fed competes with crypto startups for talent TikTok influences the crypto markets Why supply metrics should be reexamined Why we wrote our cryptodollar whitepaper Chainalysis raises another round Coinbase IPO rumors USDC funds are frozen for the first […]
Weekly News Roundup 07/17/20 feat. Alex Treece (Twitter is hacked, social media property rights, fintech meets crypto) (EP.102)
Matt and Nic review the stories of the week, featuring special guest Alex Treece, president and cofounder of Zabo. Alex joins the show to discuss his report covering the intersection of fintech and cryptocurrency. Also in this episode: We gripe about the SaaSification of the world and the loss of genuine ownership Whether the Bitcoin […]
Sam Wyner and Sal Ternullo (KPMG) on making blockchain data intelligible for institutions (EP.104)
Sam Wyner and Sal Ternullo, cryptoasset services co-leads at KPMG, join the show to talk about KPMG’s newly-released analytics capabilities dubbed Chain Fusion. Chain Fusion is a patent pending suite of advanced analytics capabilities built on leading cryptoasset data and infrastructure products, to streamline the ability for financial services companies, FinTechs, and organizations across industries […]
Caitlin Long (Avanti Financial Group) on Bitcoin banks and the Wyoming SPDI (EP. 101)
Caitlin Long, founder and CEO of Avanti Financial Group, joins the show. Caitlin is a thinker and writer we admire a huge amount and she has done a monumental job with her advocacy for responsible custody practices among crypto depository institutions. She is one of the key architects of the Wyoming Special Purpose Depository Institution […]
Nate Maddrey (Coin Metrics) on the rise of stablecoins (EP.103)
Nate Maddrey, senior research analyst at Coin Metrics, joins the show to discuss a recent report published by CM in collaboration with Bitstamp, The Rise of Stablecoins. We talk through the report and analyse some of the charts in depth. In this episode: Why the auditability of public blockchains is so useful for evaluating stablecoins […]
Weekly News Roundup 07/24/20 (the bombshell OCC letter, the custodian gold rush, Ampleforth mania) (EP.105)
Matt and Nic review the stories of the week. Covered in this episode: Why holding Bitcoin in banks isn’t necessarily contrary to the nature of Bitcoin VALR, a South African exchange, raises $3.45m from 100x Group and others The OCC’s bombshell letter saying that banks can custody cryptocurrency What this means for established crypto custodians […]
Weekly News Roundup 07/31/20 Feat. John Collins of FS Vector (The OCC letter, Plustoken apprehended, Bitcoin’s patronage system) (EP.107)
Matt and Nic review the stories of the week, featuring John Collins, partner and cofounder of FS Vector, to cover the OCC letter and its implications. Covered in this episode: Our Plustoken conspiracy Nic’s bird situation USDC raises $25m from DCG Avanti’s dollar-coin Avit Why Pats players keep declaring their intention to sit out the […]