Weekly Roundup 01/27/23 (Modulo Capital, PoR legislation, Tungsten mounts a comeback ) (EP.392)
Matt and Nic return for another week of news and deals. In this episode: Is there a socially optimal level of vigilantism What’s the deal with Modulo Capital? SBF’s mother and brothers are now in the crosshairs Matt and Nic hash our VR vs AR Ted Cruz asks cafeterias in the Capitol to accept bitcoin […]
Julien Niset (Argent) on Improving Self Custody with Account Abstraction (EP.393)
We host Julien Niset, co-founder of Argent in this episode on account abstract and smart contract wallets. We cover: Building the first smart contract wallet on Ethereum Why smart contract wallets improve the non-custodial experience Standardizing contract wallet implementations on L1s retroactively and on L2s natively Comparing and contrasting contract wallets and MPC (multi-party computation) […]
Weekly Roundup 02/03/23 (Ordinals frenzy, Charlie Munger, Tether truthers are back) (EP.394)
Matt and Nic return for another week of news and deals. In this episode: Nic’s Proof of Reserves for Policymakers Charlie Munger attacks crypto The academic Tether truthers are back We unveil a new bad boy New allegations about Celsius surface The problem with exchange tokens How do you retire a token? The paradox of […]
Josh Benaron (Bundlr) on the Importance of Permanent Storage and Provenance (EP.395)
In this episode, we were joined by Josh Benaron, founder of Bundlr, a scaling protocol built on top of Arweave. Josh shares his views on: Censorship resistant and permanent storage The importance of provenance in attributing and distributing value Why Arweave’s approach to decentralized storage is elegant How Bundlr addresses trade offs in Arweave and makes it […]
Weekly Roundup 03/10/23 (Choke Point 2.0, staking in the crosshairs, ordinals take off) (EP.396)
Matt and Nic return for another week of news and deals. In this episode: Kraken winds down their staking as a service product The SEC asks all staking as a service providers to register Does 3rd party staking pass all of the prongs of Howey? The FT’s article on the final days of FTX Did […]
Weekly Roundup 02/17/23 (BUSD Wells notice, Howey vs Reves, the SEC’s custody guidance) (EP.397)
Matt and Nic return for another week of news and deals. In this episode: Is peak FUD in? Is this the ‘custody rule rally’? OTB is keeping the deals of the week House is probing the connections between FTX and the SEC SBF is banned from using a VPN Is SBF a secret sports fan? […]
Ray Hindi & Jake Lynch (L1 Digital) on Crypto Funds, RWAs and DAOs (EP.398)
Ray Hindi and Jake Lynch of L1 Digital join the show. In this episode we discuss: L1 Digital’s origin story and early path into the crypto ecosystem. The firm’s approach to investing in managers and making direct investment. The evolution of crypto funds including views on structure, strategy, focus. The fundraising landscape – how pensions/larger […]
Casey Rodarmor on Ordinals, Inscriptions, and Digital Property Rights (EP.399)
Bitcoin developer Casey Rodarmor joins us to talk ordinals, inscriptions, and digital collectibles on Bitcoin. In this episode: What is an ordinal? Why the name? The history of ordinals and inscriptions How does ordinal theory work exactly? How to participate in ordinals and do you need Ord The interaction between inscriptions and Bitcoin fees Should […]
Weekly Roundup 02/24/23 (SEC vs Terra, Stables as Securities, the CoinBASE L2) (Ep.400)
Matt and Nic are back for the 400th episode of OTB! In this roundup: Nic’s Vespa story More on Ordinals Is embedding non-economic data in Bitcoin Satoshi’s vision? How Ordinals accelerates efficiency improvements in Bitcoin More FTX crime family news SBF is hit with four new criminal charges Augustin Cartens claims that crypto has lost […]
Dan Tapiero on Growth Investing in 2023 (EP.418)
Dan Tapiero, the founder of 10T Holdings and 1 Round Table Partners joins the show. In this episode we discuss: The performance of Bitcoin as a macro asset over the past year. The current regulatory environment and how the USA is losing its lead versus other countries in the digital asset ecosystem. The prospect of […]