*LIVE* On the Brink x Galaxy Brains @ Pubkey NYC 11/9/23 (EP.474)
The boys join forces with Alex Thorn of Galaxy Brains for a special live episode at the Pubkey bar in NYC. In this episode: Galaxy’s Beimnet Abebe joins for market color Bloomberg’s James Seyffart opinions on Bitcoin ETF prospects The WSJ/Hamas affair Audience Q&A With special thanks to the Galaxy team for organizing and Thomas […]
Weekly roundup 11/10/23 (ETF chatter, FTX 2.0 again, Euro stables) (EP.472)
Matt and Nic return for another episode of news and deals. In this episode: WSJ bounty updates Will Euro stablecoins take off? SBI and Standard Chartered start a crypto infrastructure fund SEC opens talks with Grayscale over the GBTC conversion Kraken is exploring the creation of an L2 SEC staff can’t own crypto FTX 2.0 […]
Anthony DeMartino (Trident) on Lending Markets and the Banking Industry (EP.473)
Anthony DeMartino, the co-founder and CEO of Trident Digital joins the show. In this episode we discuss: Anthony’s background in the banking industry and his path to founding Trident Digital. Digital asset lending markets and how Trident is innovating in this category. Trident’s US Treasury product and how he is going to market. The state […]
Weekly Roundup 11/17/23 (FDIC scandal breaks, Vivek’s crypto policy, SBF parents in focus) (EP.475)
Matt and Nic are back with another week of news and deals. In this episode: Tail risks with the Bitcoin ETF Are SBF’s parents off the hook? The FDIC is embroiled in scandal Should Marty Gruenberg step down? Tokenized bank deposits versus stablecoins What’s wrong with the third party doctrine SAB121 under pressure Content mentioned […]
Mike Cahill (Douro Labs) on the Evolving Oracle Landscape (EP.476)
We sit down with Mike Cahill, CEO of Douro labs, to talk Pyth’s retroactive airdrop and launch. In this episode: A brief history of Pyth What was the problem with legacy oracles before Pyth How is Pyth is technically differentiated from other oracles The importance of introducing confidence intervals into prices How does Pyth achieves […]
Weekly Roundup 11/23/23 (OpenAI drama, Binance settlement, Milei wins) (EP.477)
Matt and Nic return for a Thanksgiving episode. In this edition: Fidelity files for an ETH spot ETF The SEC sues Kraken Javier Milei wins – and prospects for dollarization Stablecoins versus dollar liabilities in emerging markets Prediction markets do well in the Argentine election We digest the OpenAI scandal and reflect on corporate governance […]
Vivek Ramaswamy on his crypto platform, stablecoins, and Choke Point 2.0 (EP.478)
Vivek Ramaswamy is a Republican candidate for President in 2024. In this episode we sit down to dig into his crypto policy proposals: Vivek’s keynote in Ft Worth Vivek’s crypto platform and how that derives from his convictions Vivek’s view on Bitcoin mining Is Choke Point 2.0 real? Is banking a utility? ‘Choke Point 6.0’ […]
Ruud Smets and Marc de Kloe (Theta Capital) on Blockchain Fund of Funds (EP.480)
Ruud Smets and Marc de Kloe of Theta Capital join the show. In this episode we discuss: Theta‘s initial foray into the world of blockchain focused venture funds and hedge funds. The process of educating institutional limited partners on this emerging technology. How the Theta team segments the investable opportunities in the blockchain industry. Views […]
Kim Grauer (Chainalysis) on the Geography of Crypto Adoption (EP. 481)
Kim Grauer, director of research at Chainalysis, joins the show to talk about their 2023 Geography of Crypto Adoption report. In this episode: The difficulty of ascertaining reliable illicit finance data for crypto Why Chainalysis started publishing the Geography of Crypto report Why emerging markets dominate in terms of crypto adoption How Chainalysis devised their […]
Weekly Roundup 12/01/23 (SEC v Binance, Treasury letter to Congress) (EP.479)
Nic and Matt return for news and deals. In this episode: CZ must stay in the US until sentencing The SEC is looking into Binance US In kind versus cash creations for ETFs The Major Questions Doctrine FDIC scandal keeps rumbling Is there a world where GBTC doesn’t get converted? Elizabeth Warren versus Subway Content […]