Weekly Roundup 07/01/22 (GBTC ETF denied, Bitcoin rationalism, CoinFLEX) (EP.331)
Matt and Nic return for the news and deals in another tumultuous week. Matt is snubbed by Coin Metrics Nic gets sort of cancelled on Twitter by the Bitcoin hardliners Nic is not a Bitcoin Maximalist Is there a positive, non-maximalist vision of Bitcoin? BlockFi update Our case for wallet-based passwordless authentication CIV’s 3AC takes […]
Dave Balter and Jim Myers (Flipside Crypto) on NFTs and on-chain data (EP.332)
Dave Balter and Jim Myers, the founders of Flipside Crypto join the show. In this episode we discuss: The early insights that led to the launch of Flipside Crypto Current market conditions and how Dave compares that to the dot com era The proliferation of NFTs and how the SaaS market will change as a […]
Weekly Roundup 07/08/22 (Voyager files for Chap. 11, 3AC files Chap. 15, EU agrees on MiCA regulation) (EP.333)
Matt and Nic return for another week of news and deals. In this episode: USDC gains ground on USDT Stable liquidity is sticky Why fiat-backed stables are still more censor resistant than bank deposits Do stablecoins make L1s unforkable Will the emergence of crypto prime brokers pressure crypto yields? Voyager files for Chapter 11 Should […]
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 […]