Weekly Roundup 10/10/25 (Luxembourg buys BTC, N. Dakota’s stablecoin, Salomon bros dust attack) (EP.675)
Matt and Nic are back for another week of news and deals. In this episode: Will stablecoins drive deposit flight from the banks? Is FDIC insurance obsolete? Can CBDCs provide real privacy? ICE invests in Polymarket North Dakota is looking to issue their own “rough rider” stablecoin, joining Wyoming Luxembourg buys bitcoin out of their […]
Pelle Braendgaard on the Notabene Flow payments platform (EP.674)
Pelle Braendgaard, the co-founder and CEO of Notabene joins the show. In this episode we discuss: Pelle’s background and path to co-founding Notabene. The travel rule and how institutions achieve compliance for blockchain transactions. The launch of Notabene Flow, the first open stablecoin payments platform enabling pull payments for businesses. Views on the evolving market […]
Mike Cagney (Figure) on Blockchain Capital Markets (EP.673)
Mike Cagney, the founder of Figure joins the show. In this episode we discuss: The process of taking Figure public in September 2025. The market structure for tokenized securities. Perspectives on the key issues being debated in the context of The Clarity Act. Reg NMS considerations for blockchain assets. The impact of stablecoins on the […]
Weekly Roundup 10/03/25 (Stablecoin Wars, SEC no action letters, Government shutdown) (EP.672)
Matt and Nic are back for another week of news and deals. In this episode: AI bailed out the mining companies AI people deal with the same energy use claims We reflect on the life of Jane Goodall DoubleZero gets a no-action letter from the SEC Will Tether and Circle lose market share? Who could […]
Ben Ward & Steven Pack (RockSolid) on DeFi Vaults (EP.671)
Wyatt sits down with Ben Ward and Steven Pack of RockSolid. In this episode: What are DeFi vaults? What is RockSolid? Lido vs Rocket Pool Creating effective unified efforts in decentralized communities A look at the wider landscape of DeFi yield How do you measure protocol success? Strengthening the broader Ethereum ecosystem Check out this […]
Mark Coe (Intrinsic Edge) on The View From The Public Markets (EP.670)
Mark Coe, the Founder and CIO of Intrinsic Edge Capital Management joins the show. In this episode we discuss: Mark’s background and path that led him to founding Intrinsic Edge Capital Management. The Intrinsic Edge Digital Infrastructure Fund, a fund that was launched four years ago to focus on companies in the digital asset ecosystem. […]
Weekly Roundup 09/26/25 (Tether worth $500b?, Cloudflare’s stablecoin, DAT insider trading) (EP.669)
Matt and Nic are back for another week of news and deals. In this episode: We review the Coin Center dinner Tether is going out to raise at $500b Cloudflare wants to launch a stablecoin for agentic payments and launches the 402 protocol Circle is thinking about reversible transactions BitGo files for an S1 Strive […]
Felipe Montealegre and Noah Goldberg (Theia Capital) on Investing in Internet Capital Markets (EP.668)
Wyatt sits down with Felipe Montealegre and Noah Goldberg of Theia Capital, a fund investing actively in liquid crypto tokens with strong fundamentals. In this episode: What drives crypto market valuations? Fundamentals or supply of capital? The imbalance between venture vs hedge fund activity in crypto markets Navigating a market where assets become liquid early […]
Weekly Roundup 09/19/25 (SEC listing standards, BoE stablecoin limits, Tether’s USAT) (EP.667)
Matt and Nic are back for another week of news and deals. In this episode: The SEC approves generic listing standards for cryptoassets Gensler loses a year’s worth of text messages BoE wants to limit stablecoin exposure to £20k Tether launches USAT Coinbase is exploring a Base token Binance nears the end of DoJ compliance […]
Walt Smith (Standard Crypto) on VC Investing in Bitcoin (EP.666)
Walt joins the podcast to discuss the current state of Bitcoin and what is investable in and around the Bitcoin ecosystem. In this episode: Austrian economics and Bitcoin Bitcoin’s strengths and limitations when it comes to innovation and durability The modern role of decentralization and trust Whether nation-states will fully adopt BTC The role of […]