Jeff Park (Bitwise) on Digital Asset Alpha Strategies (EP.602)
Jeff Park, the Head of Alpha Strategies at Bitwise Asset Management joins the show. In this episode we discuss: The latest developments at Bitwise, including the firm’s Alpha Strategy division. Yield strategies in the digital asset ecosystem. Stablecoins and how the idiosyncratic opportunities that active managers are pursuing. MicroStrategy Thoughts on market structure and digital […]
Brandon Mulvihill (Crossover Markets) on the future of market structure in the USA (EP.601)
Brandon Mulvihill, the co-founder and CEO of Crossover Markets joins the show. In this episode we discuss: The shifting regulatory landscape in the USA and the impact that it is having on traditional financial institutions. How banks and broker-dealers are responding to regulatory progress. The battle for “Primary Market” in the United States. The future […]
Weekly Roundup 03/07/25 (Crypto Reserve, Debanking Bill, Broker Rule) (EP.600)
Matt and Nic are back for another week of news and deals. In this episode: We debate the prudence of a BTC reserve A Strategic Reserve of just BTC or altcoins? How would a crypto reserve be “strategic” Should the US Government just seize BTC to build the reserve? Is there a “strategic” purpose to […]
Weekly Roundup 02/28/25 (Bybit Hack, SEC drops lawsuits, bank-issued stablecoins) (EP.599)
Matt and Nic return for another week of news and deals. In this episode: Figure Markets announced the launch of their YLDS stablecoin, which is the first yield-bearing stablecoin to be approved by and registered with the SEC Crypto exchange Bybit was hacked on Friday for an estimated $1.48 billion worth of ETH in the largest […]
Weekly Roundup 02/21/25 (Milei’s Libra scandal, physical gold chaos, are memecoins dead?) (EP.598)
Matt and Nic are back with another week of news and deals. In this episode: Milei launches and immediately abandons the Libra memecoin Is the memecoin sector dead? What is the future of Solana post memecoin fallout? Hagerty’s GENIUS act gains bipartisan support Why securities laws exist What laws apply to memecoins? What’s going on […]
Weekly Roundup 02/14/25 (OCC and CFTC nominations, nation-state memecoins, Tigran retrospective) (EP.597)
Matt and Nic are back for another week of news and deals. In this episode: Our episode with SEC Commissioner Hester Peirce The SEC and Binance are pausing their litigation Brian Quintenz nominated for CFTC Jonathan Gould nominated for OCC Central African Republic launches a memecoin Is Vitalik crashing out? CBOE wants to add staking […]
SEC Commissioner Hester Peirce on the journey ahead (EP.596)
SEC Commissioner Hester Peirce joins the show. In this episode we discuss: The past several years of digital asset policy at the SEC Different ways that regulators have the potential to stymie technical innovation through policy SAB 121 The impact on the SEC’s policies on capital formation in the digital asset industry The role of […]
Nathan McCauley (Anchorage) on the evolving banking and custody landscape (EP.595)
Nathan McCauley, the co-founder and CEO of Anchorage joins the show. In this episode we discuss: The history of Anchorage and the evolution of the company from a product and regulatory perspective. Operation Chokepoint 2.0 and the debanking of digital asset startups. How banks are approaching the digital asset custody ecosystem and the sub-custody market. […]
Weekly Roundup 02/07/25 (FDIC Files, House & Senate Hearings, SEC crypto priorities) (EP.594)
Matt and Nic are back for more news and deals. In this episode: Matt and Nic’s ski adventure Berachain launches Mike Lempres of Silvergate finally speaks What we learned in the Senate debanking hearing The FDIC releases 790 pages of new documents related to the pause letters The FDIC is reprimanded by a judge in […]
Mike Lempres on Silvergate’s Collapse, Bank Regulation, and Debanking (EP.593)
Former Chairman of Silvergate Bank Mike Lempres joins us for a discussion of Silvergate, the crypto-focused bank that was forced into liquidation in early 2023 following a bank run. This are the first on the record comments from any Silvergate executive following the voluntary liquidation announced in March 2023. In this episode: Mike’s background at […]