Crypto Parabellum Podcast: Recent Episodes
Jared Phillips and Alan Eschweiler
This isn't for people trying to learn Crypto. This is discussion by two crypto veterans, talking advanced investing concepts and explaining how they are digesting and acting upon breaking news in the Crypto World. Support this podcast: https://anchor.fm/cryptoparabellum/support
Bank Failures, bailouts, limitless money printing (directly or indirectly) -- the Case for Bitcoin has never been greater. Friend of the program Zach (@BTCBap on Twitter) and host of the Value Stack Podcast (ValueStack.xyz) joins Jared for a discussion on the current state of the macro case for Bitcoin. Recorded on April 11th, 2023.
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Interview with Andrew from Arch Public (@AP_Abacus) who has been releasing insider information about the way DCG and Genesis are handling the hole created from the recent crypto crash. Is GBTC going to be forced to liquidate? What does a 20% tender offer mean? Is this the one time we all benefit because so many different companies were in bed together their choices are either work something out together, or all fail?
Tremendous insight from the HNW (high net worth) creditor side of things --- and a surprisingly sunny outcome is potentially around the corner if cooler heads prevail.
(Apologies for the video dropping at various times throughout the recording, did the best we could with the snowstorm damaging connection in the Midwest)
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SBF Can't stop doing interviews. And he wants you to know. He's guilty. Dead to rights.
Of being a garbage CEO.
Full Transcript
Actual Interview (if you want to torture yourself)
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0:00 Introduction to this Episode. A Picture is Painted about Sam Bankman-Fried
6:01:00 Initial Reactions from the fall of SBF and FTX
9:19:00 Closer to SBF, FTX, Alameda than 99% of people that are in Crypto
9:57:00 Uniquely Positioned to Lose Everything because should have trusted Sam more than anyone else
11:04:00 Sam being eerily quiet was the first red flag
14:19:00 Something's not right, I'm getting out of here...
15:20:00 Alan's THREE Close Calls in 2022, Celsius, BlockFI, FTX
19:04:00 Reflecting upon the Cycle -- What went well, what didn't?
19:59:00 Insulating against Alameda
20:23:00 Path Crypto, An Alameda Portfolio Company...
21:04:00 How long have you had a relationship with SBF?
22:09:00 How did that relationship develop from getting to know SBF to where Alameda invested in Stacked (Path)?
24:26:00 One of the First 10 Equity Investments of Alameda (out of over 400 to date)
26:40:00 Alameda stopped being involved and responding to investor updates, one of the only investments that doesn't have a token
27:44:00 Didn't have a token, but Alameda was applying pressure to start a token due to immediate liquidity.
28:29:00 Alameda wanted to Treasure our Money, wanted to take our Money and pay us Interest!!
28:47:00 Pressured to take initial round in FTT, not USD
29:34:00 Sam advised to take in FTT, and open a sizeable short on ETH to hedge...when ETH was $320
30:59:00 A very different experience with Alameda than most because Path did not launch a token
31:49:00 How hard was it to say no to SBF about launching a token?
32:34:00 8 to 10 hours of direct discussion with Sam about launching a token
33:24:00 Sam was advising them to create shell companies to evade regulatory issues and launch a token
38:41:00 A thousand times, Path could have given in, but stayed the...Path?
40:14:00 Greater duty to do the right thing with other people's money
40:34:00 How do VCs get their money? LPs, Limited Partners
42:55:00 Not all FTX Employees are Guilty, remember that. Sam duped them too
47:29:00 Most people had no idea this was going on, Brett Harrison, former CEO of FTX.us among them
49:14:00 Sam made a terrible decision that impacted 6m+ people out of greed and hubris, which started with Terra LUNA
51:19:00 A silver lining for the future.
54:05:00 Morality wins the day
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Not much to report on this week so we decided to share our favorite holiday recipes. Just kidding.
Guests this week are Trader Koz and Crypto Dale. Both from the Class of 2017 who have seen a thing or two. Give them a follow via Twitter. Joel and Alan will be back next week.
Epic Collapse of SBF's FTX Exchange - Timeline
The End of the Centralization Era in Crypto
Jason Choi's Timeline of Events on Twitter
SBF No Longer Speaks for FTX
FTX Collapse Looks a lot like Enron
NYT Puff Piece on SBF is Bull Shit
FTX and Alameda Leadership in Polycule
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Rishi Sunak a Proponent for Pushing Crypto Advancement in the UK
Crypto sees UK Prime Minister as an Ally
Apple Refuses to Exempt NFTs from the App Store's 30% Fee
Apple Cracks Down on NFT Functionality
00:16 We interrupt this Broadcast...
02:20 The New Prime Minister of the UK is Appointed and he immediately becomes the most crypto friendly leader of a G7 country
04:00 Central Bank Digital Currency by 2025
07:20 The Royal Mint tasked with Creating a NFT
09:15 Exciting for Long-Term, But not so much for the Near-Term
12:00 Qualified Investing Pools for Mega-Funds will help blow up the next Bull Run
13:55 Short-term CBDC is bad for Crypto?
16:30 If the rails were in place, the financial support would have been there to sustain these crypto protocols long term
19:20 No visibility into the CBDC activities?
22:10 Blockchains aren't intended just for you to make money on
24:00 Aptos is the "I Forgot My Password" Blockchain
25:20 Security Tokens will be a thing this cycle
25:50 Apple Made changes to their app store, and made adjustments specifically for NFTs
27:45 Solana Phone FTW? Solana is designing a phone to work around the Apple Marketplace.
29:06 Solana Phone Details
36:40 Solana Phone Price Point is Similar to Apple...or is it?
37:50 Let's be real, Apple and Google are going to adapt for Crypto
39:05 Meta Quest Pro 2 Releases Today....taking the next step forward in Metaverse development
40:30 Facebook Shareholders are trying to oust Zuckerberg because of his META endeavors
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Crypto Parabellum Podcast Episode 11. October 19th, 2022.
Aptos launches and every single VC has a bag. https://aptoslabs.com/ but do we really need another L1?
Jared is naive about the purpose behind Crypto. Or is he?
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Macro is showing no signs of improvement, illustrated by today/s (10/12/2022) PPI DOUBLING Expectation (0.4% MoM vs. 0.2% Expected) (explanation of PPI here)
Consumer Debt is at ATH while Personal Savings Rate is near ATL
Mango is Exploited (NOT HACKED) for 116m... for an issue they identified over 6 months ago... And the exploiter offered back 50m USD
BNB was hacked on 10/6/2022 for 560m but they control all validators and were able to SAVE 460M --- But at what cost to decentralization?
The OECD (Organization for Economic Co-Operation and Development) made its recommendation to the G20 on how to handle digital assets and the implications are worth considering (full 104 page report here)
Bored Apes Founder faces a probe from the SEC
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Crypto Parabellum Podcast Episode 9
-Crypto Rallies Back!
-The UN pulls a Vitalik "Ok can you guys stop raising rates?" (iykyk)
-The Dollar isn't going anywhere anytime soon.
-Elon Musk offers a solution for Peace in Ukraine (and texts his buddies about buying TWTR)
-Alan Immediately Gets Inversed Brah'd on the Twitter Sale.
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Biden Administration Put out Framework for Regulating Crypto
FACT SHEET: White House Regs
Why equity plus token warrants is the new go-to formula for crypto VCs
Binance Tops FTX Bid for Voyager
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This week we welcome Joel back into the fray and discuss Arthur Hayes interview from the Bankless Podcast at length -- as well as how we will be playing the merge
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Mapping Out the Merge
Proof of Stake by Vitalik Buterin
What Could go Wrong with the ETH Merge?
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Operation Hidden Treasure
FTX Financials Released
Mark Cuban Takes a Shot at Gary Gensler
Follow us on YouTube (just trying to get to 100) - Thank you in Advance
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Financial Times - Mashinsky Took Control of Celsius
Coindesk - Celsius on Pace to Run out of Cash
New Yorker Article Re: 3AC
BlackRock Private Trust Offering Direct Exposure to Bitcoin
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Stacked CEO Joel Birch Joins the Podcast!
-US Treasury BLACKLISTS Tornado Cash. PRIVACY on Assault?
-Blackrock Joins forces with Coinbase -- Is this the first step towards a multi-trillion dollar Market Cap for Bitcoin?
-Slope Wallet Achieves the Dumbest Hack of All Time. Storing Pneumonic Seeds in Plaintext Unencrypted on a Server!
-Dave Portnoy Gets Sued for Shilling SafeMoon
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NOMAD Bridge is hacked for around 190m. (Jared Places his bets on Cosmos)
SEC Charges 11 People with 300m in Crypto Ponzi Scheme
GMX is changing the Crypto Derivatives game.
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Complete Breakdown of the 3AC collapse, SBF steps up to save Voyager, Coinbase is being investigated by the SEC --- and Alan admits to Jared that ETH is the better long term HODL
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