Kyle Samani (Multicoin Capital) on breakout applications for Web3 (EP.137)
Kyle Samani, cofounder and managing partner at Multicoin, joins the show to talk his current views on Bitcoin, Ethereum, and to give an update on web3 and how Multicoin is approaching the opportunity. In this episode: Kyle’s current views on Ethereum, its positioning, and its prospects for filling out the roadmap Whether liquidity network effects […]
Weekly Roundup 10/16/20 (Does China control Bitcoin?, Filecoin launches, Heath Tarbert praises Ethereum) (EP.138)
Matt and Nic cover deals and news of the week. In this episode: NYDIG emerges from stealth and announces a Bitcoin balance sheet position More companies add Bitcoin to their balance sheet Filecoin launches at a $200b implied fully diluted valuation Is the Filecoin SAFT different from the other SAFTs? Why token projects are strongly […]
Weekly Roundup 10/23/20 (PayPal jumps in, the banks push back at the SPDI, are CBDCs inflationary?) (EP.140)
Matt and Nic cover deals and news of the week. In this episode: PTJ’s latest comments on Bitcoin How Bitcoin is akin to a cathedral Franklin Templeton invests in Curv PayPal launches a crypto offering Will PayPal open up its walled garden? The Kik story finally reaches a conclusion Coinbase publishes their first transparency report […]
Joel Revill (Two Ocean Trust) on building a Qualified Custodian in Wyoming (EP.141)
Joel Revill is the cofounder and CEO of Two Ocean Trust, a Wyoming Chartered Trust Company offering wealth management services to high-net-worth individuals and family offices. Two Ocean Trust has recently received a no-action letter from the Wyoming Division of Banking stating the division’s determination that Two Ocean is a “qualified custodian” under the Investment […]
Yoann Turpin (Wintermute) on launching a cryptoasset market making firm (EP. 142)
Yoann Turpin, cofounder of Wintermute Trading joins the show. In this episode we discuss: Yoann’s background in trading and how he made his way to trading cryptoassets His views on the evolving market structure for cryptoassets and where the industry is headed How important market makers are for new token launches The role of stablecoins […]
Weekly Roundup 10/30/20 (Iran stockpiling Bitcoin?, more bank charters, is Paypal a Bitcoin Sidechain?) (EP.143)
Matt and Nic cover deals and news of the week. In this episode: Matt’s bike is stolen in mysterious circumstances Our top takeaways from the Brian Brooks interview with Laura Shin The state of financial regulation in the US as it pertains to crypto Is the permissioned pseudonymity model of stablecoins sustainable? SoFi’s application for […]
Brannin McBee (Core Weave) on Greening the Grid, the Texas Meltdown, and Bitcoin Mining (EP.183)
Core Weave chief strategy officer and former energy trader Brannin McBee joins the show to talk about the grid meltdown in Texas and the impact of renewables on the grid. In this episode: Brannin’s history in energy trading and energy analytics How his firm survived a 95% collapse in the price of natural gas – […]
Tieshun Roquerre (Namebase) on the Prospects for Decentralized DNS (EP.185)
Namebase founder and CEO Tieshun Roquerre joins us for a discussion of Handshake, decentralized DNS, and issues with the current system of domains. In this episode: The core technical problem with DNS today Why a blockchain for a decentralized DNS system makes sense How Satoshi anticipated blockchain-based DNS with BitDNS Could a global PoW blockchain […]
David Vorick (Nebulous) on the Maturation of Decentralized Cloud Storage (EP.189)
David Vorick, the cofounder and CEO of Nebulous, the firm developing the Sia network, joins the show once again to talk about the growth of decentralized cloud storage. In this episode: Skynet reaches its 1 year anniversary Dweb versus Web3 Current capacity and utilization of the Sia network Where Sia stacks up in terms of […]
Weekly Roundup 03/05/21 (GBTC discounted, Private Blockchains are Back, the Last Cycle?) (EP.188)
Matt and Nic are back. In this episode: More cured meats drama The Singapore sovereign wealth fund invests in Anchorage Will they or wont they – Goldman edition Bitcoin completes Paypal’s original vision Schwab looks to add support for crypto Kings of Leon NFT Are NFTs the first truly mainstream application of blockchains? Are today’s […]