Matthew Le Merle on technology trends and the cryptoasset markets (EP.190)
Matthew Le Merle, Co-Founder and Managing Partner of Fifth Era and Blockchain Coinvestors joins the show. In this episode we discuss: Matthew’s views on The Rise of Generation C and some of the trends he foresaw ten years ago Views on the GameStop / WSB saga and what this portends for the financial markets in […]
Weekly Roundup 03/11/21 (GBTC redemption scenarios, Norwegian energy in Bitcoin, the NFT missing link) (EP.192)
Nic and Matt return for another intense week of deals. In this episode: New Bitcoin FUD dice? Is there any new Bitcoin FUD? Beeple sells an NFT for $69m Are NFTs art or the autograph? The missing link for NFTs – where do you show off your NFTs and demonstrate status? One issue with NFTs […]
Robby Gutmann (NYDIG) on the Institutionalization of Bitcoin (EP.193)
Robby Gutmann, CEO and Co-founder of NYDIG, and Co-founder of Stone Ridge, joins the show to talk about his firm’s Bitcoin and digital asset ambitions. In this episode: The origins of NYDIG and Stone Ridge NYDIG’s product suite and differentiation NYDIG’s deliberate pro-Bitcoin stance Why Bitcoin is such a compelling opportunity to Robby Bitcoin’s pace […]
Dennison Bertram and Raf Solari on Reforming DeFi Governance (EP.194)
Dennison Bertram and Raf Solari, the founders of Tally join the show. In this episode we discuss: Dennison and Raf’s career journeys into crypto and to founding Tally The current state of DeFi and how they think about an emerging taxonomy of projects Views on how voting and user interaction with DeFi protocols are evolving […]
Weekly Roundup 03/19/21 (NYDIG’s rumor, NFT taxonomies, BoFa’s bad Bitcoin report) (EP.195)
Nic and Matt return for another week of deals and news. In this episode: We announce onthebrink.shop What was Robby Gutmann from NYDIG rumoring on our recent episode? Morgan Stanley opens up their platform to Bitcoin funds A new taxonomy for NFTs Bridging the gap between NFT fans and skeptics Why NFTs are not bearer […]
Dan Tapiero (10T Holdings) on Macro, Crypto and Growth Equity (EP.197)
Dan Tapiero, the Managing Partner or 10T Holdings joins the show. In this episode we discuss: Dan’s pre-crypto career as a macro manager and entrepreneur and the path that led him to founding 10T Holdings The institutional narrative for Bitcoin and cryptoassets and how this thesis interplays with gold Views on layer one smart contract […]
Weekly Roundup 03/26/21 (The most violent people on earth, Fidelity’s Wise Origin ETF, can GBTC be saved?) (EP.198)
Nic and Matt are back for another blockbuster week. In this episode: How Nic ended up being labeled the most violent person on Earth Fidelity files for their Wise Origin Bitcoin ETF The significance of Fidelity’s filing today Can the GBTC product actually be redeemed by a majority of shareholders? Amendments to the GBTC charter […]
James Davolos (Horizon Kinetics) on Betting on Inflation (EP.199)
James Davolos, VP and portfolio manager at Horizon Kinetics, joins the show to make the case for inflation and to explain their Inflation Beneficiaries ETF, ticker $INFL. In this episode: How Horizon and Murray Stahl were one of the earliest asset managers to put client assets in GBTC How Horizon’s value approach landed them at […]
Rafael Cosman (TrustToken) on Uncollateralized On-Chain Lending (EP.200)
Rafael Cosman, cofounder and CEO of TrustToken, joins the show to talk stablecoins and TrueFi, their non-fully collateralized lending protocol. In this episode: TrustToken’s various stablecoins that they administer The real-time stablecoin attestations TrustToken has done with Armanino How a real time attestation works Why the USD is so disproportionate in market share among stablecoins […]
Weekly Roundup 04/02/21 (Our Dice Crisis, Paypal opens Bitcoin to Merchants, USA Retail CBDC?) (EP.201)
Nic and Matt return for news and deals of the week. In this episode: A crisis with our dice manufacturers Visa will enable USDC settlements on their payment network Paypal turns on Bitcoin payments for 29m merchants Are Paypal transactions actual Bitcoin expenditures? Sillvergate working with Fidelity to provide Bitcoin-backed loans SEC charges LBRY with […]