Blake King (Galaxy Digital) on Mining, Transmission, and Curtailment (EP.362)
For another episode of the mining miniseries, Nic sits down with Blake King, power markets engineer at Galaxy Digital, for his second OTB appearance. In this episode: Blake reacts to the White House OSTP report on crypto mining Does mining actually reduce the incentive for utilities to build additional transmission? How transmission building decisions get […]
Mike Cahill (Pyth) on Solving the Oracle Problem (EP.364)
Mike Cahill, Director of the Pyth Data Association joins the show. In this episode we discuss: The origin of Pyth and how the project is addressing the ‘Oracle Problem’. How Pyth works and how companies and protocols are using the product today. Mike’s views on how equities on chain will evolve, and how Pyth is […]
Roundup 10/28/22 (Bitcoin’s hashrate spike, Miner insolvencies, Lightning v Rollups) (EP.365)
Matt and Nic are back for another week of deals and news. In this episode: Full time crypto haters What’s the deal with the nocoiner think tank? Eric Wall and Udi vs Bitcoiners Did Bitcoin put all of its eggs in the LN basket? Scaling isn’t LN versus big blocks any more Is there just […]
Brian Venturo and Brannin McBee (CoreWeave) on Building an Industrial Scale GPU Cloud (EP.366)
CoreWeave‘s Brian Venturo (CTO) and Brannin McBee (CSO) return to On The Brink for a discussion of their journey through the merge and beyond. In this episode: Are they relieved that the merge finally happened? Will there be some form of non-Bitcoin PoW in the future? Could Ethereum conceivably return to PoW? The effect of […]
Jeff Park (Bitwise) on Active Management in Crypto (EP.367)
Jeff Park, an active Portfolio Manager at Bitwise joins the show. In this episode we discuss: The state of active crypto asset management. How Bitwise approaches the active management opportunity. The taxonomy of strategies that Jeff observes in the market. Perspectives on MEV and other crypto specific opportunities. The institutional LP landscape for active management […]
Weekly Roundup 11/04/22 (Fidelity Crypto Launches, Alameda’s balance sheet, SDNY looks at Tether) (EP.368)
Matt and Nic return for another week of deals and news. In this episode: Bitwise is moving into active management What’s the deal with Uber on the blockchain? The boys review House of the Dragon The history of land-based blockchain bets Fidelity launches no-fee retail trading for trading BTC and ETH on their platform Matt […]
Weekly Roundup 10/21/22 (Aptos launch, crypto vigilantes, FTX’s regulatory draft) (EP.363)
Matt and Nic return for news and deals of the week. In this episode: Why USDC is suffering redemptions but not USDT Some new 3AC shenanigans are unearthed The SEC and CFTC are investigating 3AC Details from the Voyager bankruptcy filing Avraham Eisenburg is crypto’s hottest new villain Is the Mango exploit against the law? […]
Josh Schwartz and Dima Kogan (FORDEFI) on Building Institutional Custody for DeFi (EP.369)
Josh Schwartz and Dima Kogan, co-founders of Fordefi, join the show. In this episode we discuss: MPC custody: what it is, its academic roots and how MPC works. The tradeoffs and considerations that have led to the growth in popularity of MPC custody. Josh and Dima’s backgrounds and the path that led them to founding […]
Weekly Roundup 11/10/22 (FTX fiasco, Su Zhu and Do attempt comebacks, Proof of Reserves redemption) (EP.370)
Nic and Matt return for one of the craziest weeks in crypto history. In this episode: Coin Metrics makes a key on-chain discovery regarding FTX’s insolvency Will Castle Island buy the naming rights to the Miami Heat arena? What in the hell happened to FTX/Alameda? How big is the hole in FTX’ balance sheet Was […]
Garrett Weaver (Juke) on Digital Collectibles (EP.371)
Garrett Weaver, the co-founder and CEO of Juke joins the show. In this episode we discuss: Garrett’s career as an entertainment industry executive and the path that led him to starting Juke. How Hollywood intellectual property works and how blockchains can open up revenue opportunities for studios. The use cases for NFT technology and the […]