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 […]
Weekly Roundup 09/12/25 (Hyperliquid stablecoin, CBOE continuous futures, stablecoin interest) (EP.665)
Matt and Nic are back for another week of news and deals. In this episode: We reminisce about the fork wars Figure goes public Gemini is slated to list The Winklevoss Quintenz drama rumbles on DAT updates CLARITY updates The fight over stablecoins paying interest continues Prediction markets and sports betting SwissBorg is hacked The […]
Austin Federa (DoubleZero) on Building a Better Internet (EP.664)
Wyatt sits down with Austin Federa, the founder of DoubleZero to discuss the hardware systems that underlie blockchains and the internet. In this episode: Building a newer, better fiber network How and why much of internet hardware infrastructure is antiquated Why software innovation has taken precedent over hardware innovation Vertical integration and who has access […]
Weekly Roundup 09/05/25 (Stripe’s Tempo, NASDAQ tightens rules on DATs, WLF vs Sun) (EP.663)
Matt and Nic are back for another week of news and deals. In this episode: We review the US Open The Clippers scandal Fantasy football and the efficient market hypothesis Tax treatment of sports betting on Poly versus sports betting apps Are prediction markets more efficient than bookies? Galaxy launches a tokenized version of their […]
Daniel Lev (Coinflow) on Stablecoin Payments (EP.662)
Wyatt sits down with Daniel Lev, the founder of Coinflow, to discuss the evolution of payments amidst a wave of stablecoin-enabled innovation. In this episode: Lurking legacy issues of payment networks How our current payment networks benefit end users but not merchants Types of merchant profiles and who stands to benefit Creating faster settlement Marketplace […]
Weekly Roundup 08/29/25 (Stablecoins in CDMX, DAT issues, GDP on the blockchain) (EP.671)
Nic and Matt return for another week of news and deals. In this episode: Nic reviews the stablecoin conference in Mexico City Will the banks obsolete stablecoins? Some DATs are having trouble The government is putting GDP on the blockchain The CFTC opens the door to US customers trading on non-US exchanges Trump fires Lisa […]