Weekly Roundup 07/15/22 (Celsius files Chapter 11, 3AC not cooperating, Circle clarifies USDC reserves) (EP.334)
Matt and Nic return for another week of news and deals. In this episode: Stablecoin actives outpace blue chip crypto Why is Tether on Tron so popular? Is H E Justin Sun willing to deploy $5b in acquisitions Celsius files for Chapter 11 bankruptcy protection KeyFi is suing Celsius Are DeFi business models going to […]
Weekly Roundup 07/22/22 (More insider trading, SEC regulates via enforcement, more 3AC shenanigans) (EP. 335)
(Reuploaded, fixed audio) Matt and Nic return for news and deals of the week. In this episode: Inert ETH from the crowdsale? Why the credit crunch is like the European panic of 1772 Should we bring back full-liability banks? Are Bitcoiners wrong to reject fractional reserve banking? 1000 pages of 3AC intrigue Genesis had 2.6b […]
Itai Turbahn and Yoni Goldberg (Dynamic) on wallet-based logins (EP.336)
Itai Turbahn and Yoni Goldberg, the founders of Dynamic join the show. In this episode we discuss: Itai and Yoni’s professional journey to starting Dynamic How Dynamic is addressing wallet based authentication Views on how standards will evolve in the blockchain ID category The evolution of decentralized identifiers The types of businesses that are early […]
Weekly Roundup 07/29/22 (Physical NFTs, SEC investigates Coinbase, Stablecoin Legislation) (EP.337)
Matt and Nic return for news and deals of the week. In this episode: Damien Hirst’s physical NFT project Why you need a bridge between the physical and the digital world for certain NFTs Why physical NFTs provide advantages to collectors and brands Libra/Diem spawns Aptos and Sui Coinbase is under SEC investigation Pat Toomey […]
Weekly Roundup 08/12/22 (Tornado Cash OFAC’d, Dai reconsiders USDC, Merge scheduled) (EP.339)
Matt and Nic return for another week of deals and news. In this episode: Underwhelming Taproot adoption Tornado Cash gets sanctioned by OFAC Is Tornado a better mixer than coinjoin Why the Tornado Cash sanctioning is the first of its kind How much of the liquidity in Tornado Cash was illicit? Are we at a […]
Uddhav Marwaha (Friktion Labs) on Building Durable Portfolios through DeFi (EP.340)
In this episode, Uddhav Marwaha, co-founder and CEO of Friktion Labs, joins us to discuss Friktion‘s approach to a full stack portfolio management platform in defi. We cover a plethora of topics, including: The opacity surrounding defi yields and distinguishing fleeting opportunities from sustainable sources of income Using options overwriting and basis strategies to generate more […]
Weekly Roundup 08/19/22 (Treasury Activated Soft Fork, Coinbase vs Vitalik, do BTC miners censor?) (EP.341)
Matt and Nic return for another week of news and deals. In this episode: NYMag writes a long piece on 3AC Is OTB a ‘crypto fanboy podcast’? Are we up against the nation state ‘final boss’? 3AC boat name reveal The Toyota Century rumors are true Revelations about 3ACs FX days Did 3AC actually owe […]
Brooke Pollack (Hutt Capital) on the Blockchain Fund of Funds Landscape (EP.342)
Brooke Pollack, the founder of Hutt Capital joins the show. In this episode we discuss: Brooke‘s career journey and path to founding Hutt Capital The events that led him to seeing that crypto/blockchain was going to be an industry with dedicated venture managers The institutional limited partner landscape The narratives that have captured the most […]
Weekly Roundup 08/26/22 (Emmer’s OFAC letter, Stables resist TC blacklists, Gensler’s OpEd) (EP.343)
Matt and Nic return for news and deals of the week. In this episode: Matt’s prior radio career The boys consider reinvesting in the podcast How to avoid audience capture We puzzle over metaverse advertising How do you value metaverse real estate? Rep. Tom Emmer writes a letter to OFAC questioning their sanctioning of Tornado […]
Weekly Roundup 08/05/22 (BlackRock jumps in, CFTC oversight bill, ETH PoW forks?) (EP.338)
Matt and Nic return for another week of deals and news. In this episode: Is there any hope for ETH PoW forks? Is Ethereum unforkeable? More 3AC shenanigans of the week The 3AC Toyota Century situation The 3AC boys have some unexpected supporters A bipartisan bill proposes giving the CFTC oversight over the spot market […]