Weekly Roundup 03/08/24 (New ATH, Katie Porter out, ETH Denver reflections) (EP.509)
Nic and Matt return for a week of blockbuster price action and new ATHs. In this episode: ETF flows recap Warren favorite Katie Porter loses her primary in CA Super Tuesday recap Are crypto PACs working? Why the Ohio senate race matters for crypto State AGs amicus brief in Kraken v SEC The WSJ is […]
Weekly Roundup 03/01/24 (DOE order stayed, Bitcoin renaissance, SBFs autism plea) (EP.508)
Matt and Nic are back for another week of news and deals. In this episode: Funding rates in crypto Blockbuster ETF flows Bitcoin Renaissance BitVM opening the overton window Remembering PlusToken SBF is “too autistic” to go to jail The 3ac boys have another fake fundraise announcement Genesis reaches a settlement proposal The DOE’s demand […]
Guy Young (Ethena) on the Past and Future of Crypto Interest Rates (EP.507)
Guy Young, the founder of Ethena, rejoins the show to give us an update on Ethena and to discuss the nature of crypto interest rates. In this episode: Reflections on the Ethena launch ETH funding rates versus ETH ETF expectations Funding rates on crypto native exchanges versus CME Why Ethena versus doing the cash and […]
Chase Lochmiller (Crusoe) on Powering the AI Revolution (EP.506)
Crusoe CEO and Co-Founder Chase Lochmiller joins us for an episode sharing an update on improving the efficiency of power production with on-site digital infrastructure. In this episode: Solving the broken links between supply (flaring, renewables) and demand for energy (BTC, high performance compute) Engineering a portfolio of applications to pair with different sources of […]
Weekly Roundup 02/23/24 (ECB’s very bad blog, more bad boys, 3ac boys latest) (EP.505)
Nic and Matt are back for another week of news and deals. In this episode: Wireless outage in the US Russia’s space weapons and Rods from God Will the market like the cubes once again? Brink nation farcaster update Our ETH ETF skepticism Circle leaves Tron Revolving door between SEC and biglaw Whip Emmer’s letter […]
Weekly Roundup 02/16/24 (Treasury rebukes WSJ, BitVM, Ethereum ETF prospects) (EP.504)
Matt and Nic are back with news and deals of the week. In this episode: On The Brink is now on Farcaster The pitfalls of Web3 social The boys have problem with seed phrases Optimistic rollups on Bitcoin are now possible? ETF flow updates GBTC and Mt Gox flows Why the halving may not be […]
Weekly Roundup 02/08/24 (OPNX closes, COPA case, more SAB121) (EP503)
Matt and Nic are back for another week of news and deals. In this episode: OPNX is very sadly shutting down Is jail good for you? GBTC outflows are declining Solicited versus unsolicited treatment of ETFs The Bitcoin L2 space is heating up The latest on COPA We revisit the Satoshi is the NSA conspiracy […]
Weekly Roundup 02/02/24 (FTX recovery, Bitcoin Season 2, Tether’s Q4) (EP.502)
Matt and Nic are back with another week of news and deals. In this episode: Where is the FTX tungsten cube? FTX will make a 100% recovery for creditors FTX 2.0 is not happening The Genesis Digital Assets mystery Tether’s blockbuster quarter Chris Larsen hacked New legislative developments on SAB121 Bitcoin Season 2 is underway […]
Weekly Roundup 01/26/24 (GBTC chaos, BBerg’s stable coverage, Listener questions) (EP.501)
Matt and Nic are back with a celebratory 500th episode. In this episode: ETFs are off to a rocky launch with the GBTC premium trade closing Bitwise launches real time transparency for their ETF holdings Fraud in the metals market versus Bitcoin The boys confront some fake news Is there light at the end of […]
Peter Johnson (BH Digital) on the Relentless rise of Stablecoins (EP.451)
Peter Johnson, co-head of Venture at Brevan Howard Digital, returns to the show to talk about his latest theses on stablecoins. In this episode: The origins of Peter’s interest in stables We review Peter’s prior stablecoin predictions USDC versus USDT market share trends Peter’s main takeaways from the Relentless Rise paper Stablecoin usage on BSC […]