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In this episode we sit down with Alexei Zamyatin, the founder of Build On Bitcoin (BOB). Topics covered:
Why EVM-compatibility is important for Bitcoin and Bitcoin L2s Merge mining and fostering adoption of Bitcoin L2’s Why now for the Bitcoin Renaissance BitVM, use cases, and unlocks for Bitcoin -
Matt and Nic are back for another week of news and deals. In this episode:
Dubai is underwater The Lummis Gillebrand stablecoin bill and its prospects Do stablecoins affect the US’ ability to make sanctions? Avraham Eisenberg has been found guilty for the Mango markets hack Stablecoins as proto CBDCs Do stablecoins disintermediate commercial banks? What do the 13F filings tell us about ETF flows?Sponsor notes:
Bitcoin’s 4th Halving In Coin Metrics State of the Network Issue 255, we understand the significance of the Bitcoin halving, its impact on miners and potential effects on BTC’s price as the 4th Bitcoin halving nears.Content mentioned in this episode:
Timothy Massad, Stablecoins and national security: Learning the lessons of Eurodollars -
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Cynthia Lo Bessette and Matt Horne of Fidelity Digital Asset Management join the show. In this episode we discuss:
The history of digital asset innovation at Fidelity. The decision to operationalize a digital asset-management capability under Fidelity’s Asset Management business unit. The launch of the Fidelity Bitcoin ETF and the path to getting this product to market. How Bitcoin ETFs are currently being consumed and the distribution of these products to various investor types and platforms. How Fidelity is approaching the tokenization of real world assets. Broader views on the future of public blockchain assets and the types of opportunities for asset managers.Learn more about Fidelity's Wise Origin Bitcoin Fund
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Matt and Nic return for another week of news and deals. In this episode:
Our reactions to the CPI print The SEC announces its intention to sue Uniswap Sen Warren doesn’t like the stablecoin bill Howard Lutnick weighs in on stablecoins again Saylor’s core dev funding controversySponsor notes:
An Introduction to the Solana Network In Coin Metrics State of the Network Issue 254, we provide a data-driven overview of the Solana blockchain, exploring its architecture, ecosystem, network usage and adoption metrics -
Quinn Thompson, founder and CIO of Lekker Capital, joins the show. In this episode:
Launching Lekker Capital Quinn’s investment strategy with Lekker Using crypto instruments to take a view on macro trends The significance of the move in the 10year How unusual is it to cut rates when inflation is running hot Is inflation the lesser of two evils? Why an inflationary reset is the only way out of our fiscal position Is Bitcoin more analogous to gold or NASDAQ? What are memecoins telling us about the crypto cycle? Institutional participation in Bitcoin dampening volatility? Quinn’s views on the halving Will Microstrategy shares ever converge to the value of their BTC? Why it is often mechanically difficult to bring meme stocks back to earth Quinn’s views on GBTC selling and the US govt’s seized Silk Road coinsFurther reading:
Follow Quinn on Twitter Fortune on Lekker Capital -
Matt and Nic are back with another week of news and deals. In this episode:
How risky is Eigenlayer? The SEC is asking for public comment on ETH ETFs Is the US government about to liquidate $2b worth of Silk Road Bitcoin? Goldman wealth management CIO doesn’t like Bitcoin WSJ is back with a Tether hitpiece Fed Governor Chris Waller says crypto is good for the dollar Nic and David Hoffman are fighting at Karate Combat at ConsensusSponsor notes:
State of the Network’s Q1 2024 Wrap-Up In Coin Metrics State of the Network Issue 253, we take a data-driven look at the most important events that impacted the digital assets industry in Q1 2024. -
David Hoffman of Bankless and Bankless Ventures returns to the show. In this episode we discuss:
What Bankless Ventures has been focusing on, including Bitcoin Layer Twos. Eigenlayer – what originally attracted David to the project. The Eigenlayer value chain and the emerging categories of projects building in this ecosystem. Liquid Restaking Tokens, Actively Validated Services and how these primitives work in the Eigenlayer ecosystem. Views on risk management and leverage in the context of Eigenlayer.To learn more:
Bankless Bankless Ventures Eigenlayer Risk FAQ -
Miller Whitehouse-Levine and Amanda Tuminelli of the DeFi Education Fund join the show. In this episode we discuss:
Beba, an American apparel company based in Waco, TX and the DeFi Education fund have filed a complaint against the SEC, challenging the agency’s pattern of regulation via enforcement. The specific’s of Beba’s airdrop campaign. The Debt Box case and the pattern of behavior that the case highlights. The status of Congressional action on market structure, stablecoins and SAB 121. How the DeFi Education Fund prioritizes key initiatives. How to get involved in this case and support the broader mission of the organization.To learn more about the Beba case: https://www.defieducationfund.org/post/it-s-our-time-def-goes-on-offense-against-the-sec
To learn more about the DeFi Education Fund: https://www.defieducationfund.org/
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Matt and Nic return for another week of news and deals. In this episode:
Was SBF’s 25-year sentence too lenient? Beba vs SEC Coinbase motion to dismiss is dismissed Coinbase notches a win vs the SEC over their Wallet product SDNY v Kucoin Ripple vs SEC Will MSTR ever converge to the fair value of their Bitcoin? North Korea allegedly hacks Blast’s Munchables farm How did Blast persuade the hackers to give the money back? What’s going on with ETH blobspace? Bitwise’s ETH vs ETH futs correlation analysisContent mentioned:
Bitwise thread on ETH/futs correlationSponsor notes:
State of the Network’s Q1 2024 Mining Data Special In Coin Metrics State of the Network Issue 252, we zoom in on the impressive recovery of miner profitability amid improving market conditions -
Matt and Nic are back for another week of news and deals. In this episode:
Nic’s Columbia scandal Stablecoin growth ETH Foundation subpoena from the SEC ETH ETF prospects Blackrock releases their tokenized Treasury product with Securitize Are private blockchains obsolete? Fidelity amends their ETH ETF prospectus to add staking Japan's pension fund is learning about Bitcoin More GBTC outflows More bad boys Kyle Davies wants a debateContent mentioned:
Brian Armstrong, What is crypto good for, anyway? Bitwise, 12 Real-World Stories of How Millions of People Are Using Crypto Services TodaySponsor notes:
Appraising Growth in Digital Asset Markets In Coin Metrics State of the Network Issue 251, we leverage market data and datonomy™ sector classification to understand recent shifts in digital asset markets. -
Jeff Lunglhofer, the Chief Information Security Officer at Coinbase joins the show. In this episode we discuss:
Jeff’s background and what attracted him to joining Coinbase. How Coinbase approaches cybersecurity risk. The impact of the Bitcoin ETF and the custodial business at Coinbase. How users should protect themselves via multi-factor authentication. Phishing and how to protect oneself from this attack vector. Passkeys and how this is improving the log-in flow at Coinbase. How Coinbase uses bug bounty programs.To learn more about cybersecurity at Coinbase visit coinbase.com/security
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Matt and Nic are back for another week of ATHs. In this episode:
ETH’s Dencun upgrade goes live Is ETH stuck between two different stakeholder groups? Is Traeger going to hold Bitcoin? Saylor is still buying Bitcoin Nigeria holds two Binance executives for a $10b ransom A UK judge in the COPA case has determined that Craig Wright is not Satoshi Why the COPA v CSW case matters Blackrock will buy Bitcoin ETFs in their global allocation fund Greyscale filed for a low-fee spinoff of GBTC, ticker BTC John Griffin of Griffin and Shams is back with another terrible paper A new paper alleges that crypto finances slaverySponsor notes:
Market Dynamics & Risks of Liquid Staking Tokens In Coin Metrics State of the Network Issue 250, we explore the market dynamics and risks of liquid staking tokens (LST’s) -
Nic and Matt return for a week of blockbuster price action and new ATHs. In this episode:
ETF flows recap Warren favorite Katie Porter loses her primary in CA Super Tuesday recap Are crypto PACs working? Why the Ohio senate race matters for crypto State AGs amicus brief in Kraken v SEC The WSJ is accused of defamation in their Tether coverage Were Signature and Silvergate wrongly accused? Arizona state Senate considers adding Bitcoin to state reserves Saylor buys Bitcoin SEC comissioners Pierce and Uyeda write an entertaining dissent in the Shapeshift case Is Prometheum the SEC's patsy? Nic reviews ETH Denver How priced in in the Halving?Sponsor notes:
Following Flows V: Pool Cross-Pollination In Coin Metrics State of the Network Issue 249, we examine fund flows among mining pools and miners, revealing hidden connections to gauge mining decentralizationJoin the conversation on Farcaster
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Matt and Nic are back for another week of news and deals. In this episode:
Funding rates in crypto Blockbuster ETF flows Bitcoin Renaissance BitVM opening the overton window Remembering PlusToken SBF is “too autistic” to go to jail The 3ac boys have another fake fundraise announcement Genesis reaches a settlement proposal The DOE’s demand for information from miners has been halted for now Should the Bahamas be a state Marathon is launching their own L2Content mentioned in this episode:
Alex Thorn, Why we aren’t Stopping Fidelity Digital Assets, Addressing Ethereum RisksSponsor notes:
In the Coin Metrics State of the Network Issue 248, we provide an overview of the paper—Breaking BFT—and examine the importance of network security -
Guy Young, the founder of Ethena, rejoins the show to give us an update on Ethena and to discuss the nature of crypto interest rates.
In this episode:
Reflections on the Ethena launch ETH funding rates versus ETH ETF expectations Funding rates on crypto native exchanges versus CME Why Ethena versus doing the cash and carry trade At what point does Ethena start to drive down funding rates The history of the cash and carry trade in crypto Did yield farming represent a real form of yield? Why is yield farming less viable today? The ultimate convergence between tradfi and crypto yields Where risk premia come from for Ethena versus the risk free rate ETH taking yields and their development Guy’s concerns about Eigenlayer and its effect on DeFi Interactions between real rates and crypto rates Stablecoin supply versus tradfi interest rates Crypto yields versus RWA supply The share of stablecoins that is speculative in nature Guy’s expectations for the medium term future of crypto rates -
Crusoe CEO and Co-Founder Chase Lochmiller joins us for an episode sharing an update on improving the efficiency of power production with on-site digital infrastructure. In this episode:
Solving the broken links between supply (flaring, renewables) and demand for energy (BTC, high performance compute) Engineering a portfolio of applications to pair with different sources of energy Aligning economic incentives with climate solutions New hardware coming online and the impact to AI inference and training Decentralized Airbnb for GPU networks – what works and what doesn’t Halvening impact on BTC Miners Crusoe’s climate impact -
Nic and Matt are back for another week of news and deals. In this episode:
Wireless outage in the US Russia's space weapons and Rods from God Will the market like the cubes once again? Brink nation farcaster update Our ETH ETF skepticism Circle leaves Tron Revolving door between SEC and biglaw Whip Emmer's letter to the OMB The ECB's very bad, no good Bitcoin blog Reddit hold Bitcoin and ETH SBF's photoshoot Latest on the 3AC boys The SEC's mysterious ETF correlation analysisContent mentioned in this episode:
ECB, ETF approval for bitcoin – the naked emperor’s new clothes Rep. Emmer letter to OMB over Bitcoin mining data request NYMAG, 'They are very comfortable lying' 3AC updateSponsor notes:
The Coin Metrics Team will be hosting a Data Challenge at ETH Denver! Learn more about the event & register for it here. At the Crossroads: Bitcoin ETFs & Coinbase In Coin Metrics State of the Network Issue 247, we zoom into the latest developments with Bitcoin ETFs and Coinbase Q4 2023 earnings -
Matt and Nic are back with news and deals of the week. In this episode:
On The Brink is now on Farcaster The pitfalls of Web3 social The boys have problem with seed phrases Optimistic rollups on Bitcoin are now possible? ETF flow updates GBTC and Mt Gox flows Why the halving may not be bullish SEC vs Debt Box Why we think an Ethereum ETF is unlikely SAB121 update The Treasury rebukes the WSJ's story on Hamas' use of crypto Can John Deaton unseat Elizabeth Warren?Sponsor notes:
Navigating the Avalanche: An Introduction to the Avalanche Network In Coin Metrics State of the Network Issue 246, we navigate Avalanche’s role in the digital asset ecosystem -
Matt and Nic are back for another week of news and deals. In this episode:
OPNX is very sadly shutting down Is jail good for you? GBTC outflows are declining Solicited versus unsolicited treatment of ETFs The Bitcoin L2 space is heating up The latest on COPA We revisit the Satoshi is the NSA conspiracy SAB121 stuff The DoE's Bitcoin mining data collection emergency What's happening with Farcaster? Brink Nation joins Farcaster Monero delisted from Binance Solana outage this weekContent mentioned:
Fidelity Digital Assets, Q4 2023 Signals ReportSponsor notes:
Ethereum’s Dencun Upgrade In Coin Metrics State of the Network Issue 245, we dive into the details of the Ethereum Dencun upgrade and highlight key indicators to monitor its success -
Matt and Nic are back with another week of news and deals. In this episode:
Where is the FTX tungsten cube? FTX will make a 100% recovery for creditors FTX 2.0 is not happening The Genesis Digital Assets mystery Tether’s blockbuster quarter Chris Larsen hacked New legislative developments on SAB121 Bitcoin Season 2 is underway The Biden admin is requesting information from Bitcoin miners How anti-AI energy activism is revealing about the decel agenda The CSW v COPA case is nearing trial We reflect on the terrible CSW era Elizabeth Warren letter watch The SEC withdraws their case against DebtBox in shameContent mentioned:
IEEE, Bezos Bucks? Get Ready for Corporate Digital CurrencySponsor notes:
Conducting the ETH Census In Coin Metrics State of the Network Issue 244, we highlight the complexities of calculating ETH’s total supply and share our method for arriving at an accurate figure - Visa fler