Weekly Roundup 03/29/24 (SBF sentenced, Blast and Munchables, the MSTR convergence trade) (EP.513)
Matt and Nic return for another week of news and deals. In this episode: Was SBF’s 25-year sentence too lenient? Beba vs SEC Coinbase motion to dismiss is dismissed Coinbase notches a win vs the SEC over their Wallet product SDNY v Kucoin Ripple vs SEC Will MSTR ever converge to the fair value of […]
Weekly Roundup 03/22/24 (SEC v Debtbox, ETH security drama, Blackrock’s BUIDL token) (EP.512)
Matt and Nic are back for another week of news and deals. In this episode: Nic’s Columbia scandal Stablecoin growth ETH Foundation subpoena from the SEC ETH ETF prospects Blackrock releases their tokenized Treasury product with Securitize Are private blockchains obsolete? Fidelity amends their ETH ETF prospectus to add staking Japan’s pension fund is learning […]
Jeff Lunglhofer on Cybersecurity at Coinbase (EP.511)
Jeff Lunglhofer, the Chief Information Security Officer at Coinbase joins the show. In this episode we discuss: Jeff’s background and what attracted him to joining Coinbase. How Coinbase approaches cybersecurity risk. The impact of the Bitcoin ETF and the custodial business at Coinbase. How users should protect themselves via multi-factor authentication. Phishing and how to […]
Weekly Roundup 03/15/24 (CSW is not Satoshi, Nigeria v Binance, Traeger and Bitcoin) (EP.510)
Matt and Nic are back for another week of ATHs. In this episode: ETH’s Dencun upgrade goes live Is ETH stuck between two different stakeholder groups? Is Traeger going to hold Bitcoin? Saylor is still buying Bitcoin Nigeria holds two Binance executives for a $10b ransom A UK judge in the COPA case has determined […]
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 […]