Matt returns with CMS Holdings’ Dan Matuszewski, filling in for Nic, covering deals and news of the week. In this episode:
- Bitcoiners brief Norwegian policymakers
- History of the BitLicense
- Circle’s physical BitLicense
- a16z raises a massive $4.5b fund
- The effect of VC dry powder on crypto startups
- Can crypto catch a bid until macro calms down
- Adam Neumann is back with a blockchain startup
- FTX attends a heated CFTC roundtable
- Arthur Hayes gets house arrest and probation
- Why certain Tether holders will never redeem
- An unlikely winner from Tether concerns
- Does shorting Tether make sense?
- Fallout from Terra’s collapse
- Are algostables going to exist forever
- CMS’s Super Pac and reflections on conversations in Washington
- SBF announces his intention to spend $1B on the 2024 election
- Scott Minerd is very bearish on Bitcoin
- What on earth is HEX
- ETH Merge concerns
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