Karim Helmy and Brandon Bailey (Galaxy Digital) on Standardizing Miner Accounting (EP.264)
Galaxy Digital Mining Associate Brandon Bailey and Research Associate Karim Helmy join the show to cover a new accounting methodology for Bitcoin miners. In this episode: Galaxy’s new miner margins accounting methodology Brandon and Karim origin stories in mining How the randomness-based miner fingerprinting works How Karim thinks about miner depreciation schedules Why the Bitcoin […]
Weekly Roundup 12/17/21 (Crypto-dollarization in Myanmar, CMC glitches, Bitwise’s NFT index fund) (EP.269)
Matt and Nic return for another week of news and deals. In this episode: A glitch in the CoinMarketCap data feed causes disturbances in the crypto industry AscendEX is hacked last week to the tune of $77 million Coinbase urges the SEC to approve NYSE Arca’s application to convert the Grayscale Bitcoin Trust into an […]
Anders Larson (U.S. Bitcoin Corp) on strategic miner decision making (EP.270)
Anders Larson, head of strategic finance at U.S. Bitcoin Corp, joins us to talk about how miners make decisions and allocate capital. In this episode: The Wharton class of 2018 Are Bitcoin miners clogging up the chip supply chain? Why Bitcoin miners are ‘tier 2’ customers at foundries The scale of US BTC operations in […]
Weekly Roundup 12/24/21 (Bitcoin ownership concentration, Jack Dorsey’s web3 beef, Corporate Greed causing Inflation?) (EP.271)
Matt and Nic return for a festive Christmas eve roundup. In this episode: Reevaluating our intro song Jack Dorsey’s web3 beef What’s on our Christmas list Is PoW inherently high-fee? We steelman the Jack Dorsey and the pro web3 arguments Is there a paradox in web3? We advance a model of tapered token issuance for […]
Gabe Frank and Robert Masiello (Arcade) on the financialization of NFTs (EP.272)
Gabe Frank and Robert Masiello, the founders of Arcade, a financial services platform for NFTs join the show. In this episode we discuss: Gabe and Robert’s origin stories in the crypto industry and the path that led them to founded Arcade The similarities in the market structures for bitcoin in the early years and NFTs […]
Weekly Roundup 12/31/21 (Year in review, why gamers hate NFTs, 2021 predictions evaluated) (EP.273)
Nic and Matt return for the last episode of 2021. In this episode: Someone makes an unauthorized Nic NFT Microstrategy buys more BTC Blake Masters sells a political NFT Why do gamers and artists hate NFTs? We look back at our 2021 crystal ball predictions Best predictions of 2021 Our outlook for crypto policy in […]
Ethan Vera and Guzman Pintos (Luxor) on Mining Data and Analytics (EP.274)
Luxor COO and CPO Ethan Vera and Guzman Pintos join the show to talk about their relaunched data product, Hashrate Index and other trends in mining. In this episode: The history of the firm Why Luxor created the hashrate index How Luxor gathers data on ASIC pricing and creates their time series charts ASIC pricing […]
Weekly Roundup 01/07/22 (Kazakhstan mining stutters, Chainalysis 2022 illicit volume report, Washington is interested in PoW) (EP.274)
Matt and Nic return for more news and deals of the week. In this episode: Everything is selling off Is the US losing its status as global reserve? We announce our policy miniseries Sen. Lummis will reportedly propose a crypto bill Opensea raising $300m at a $13b valuation Illicit activity in 2021 was only 0.15% […]
Rep. Tom Emmer (R-MN) on MMT, CBDCs, and crypto policy for 2022 (EP.276)
House Representative Tom Emmer (R-MN) joins the show to share thoughts on his crypto policy agenda for 2022, as well as his views on inflation, MMT, stablecoins, and CBDCs. In this episode: How Rep. Emmer came to be interested in public blockchains Rep. Emmer’s interest in Austrian economics How Rep. Emmer stays up to date […]
Weekly Roundup 01/14/22 (Crypto-dollarization in Turkey, Dorsey’s Bitcoin Legal Defense fund, Banning CBDCs) (EP.277)
Matt and Nic return for more deals and news of the week. In this episode: Matt loses the podcast audio New Turkey drama Rep Emmer introduces a bill banning a retail focused CBDC Nic releases a song with Gramatik The story behind the Scribbler song We investigate Fan Controlled Football Paypal looks to build a […]