The Parsec Podcast: Recent Episodes
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Domer, one of the largest traders and liquidity providers on Polymarket comes on the pod to discuss the history and rise of prediction markets.
We discuss:
History of Prediction markets
The Venezuelan Election Market
Why Polymarket has grown so much
Where he finds edge, his workflow
Links:
Domer Twitter
Venezuela Election Post
We discuss celebrity tokens (rugs), the election & prediction markets. Everything is a chain. Some new projects
Jon Itzler comes on the pod to give a deep dive into Farcaster, Fantasy Top, and Friend Tech. The macro speculation thesis and what the success stories in Social have gotten right and whats needed for the next level of success.
Links
Itzler's Twitter
Spreek comes on for our weekly roundup
- ETH ETF progress, grayscales actions
- FriendTech & Fantasy.Top
- Market Dispersion
- Musings on Future narratives
Links
Listeners get 5% off parsec (promo code: parsec-pod)
Spreek's Twitter
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Dan from Pendle comes on the show to discuss their recent explosive growth
Topics
- How pendle works
- Eigenlayer related growth
- Differences with a swaps model, pros/cons
- Pendle 2.0
Links
- pendle
- pendle parsec layouts
Sam from Spark joins us to discuss all things Maker and its upcoming endgame
We Discuss
Early days of Maker
SubDaos
Token Split
Spark growth
Links
- Sam's Twitter
- Spark
Z aka Split Capital comes on the pod to discuss FTX claims and the broader market
We discuss
Evolution of FTX claims
What caused the recent repricings
Profile of buyers and bankruptcy game theory
Wealth effect of FTX claims being sold
Exchange landscape and what DEXes can do better
& More!
Links
Melting Crypto Winter
Zaheer's twitter
Walt From Cyber Fund comes on to discuss Newly Launched Celestia
We discuss:
What data availability is
How Celestia competes with Ethereum
* Comparisons to Bitcoin ethos
Links:
Walts Twitter
Celestia
On today's episode we brought on Steve from @tradeparadigm to discuss
Option market activity surrounding the big move
Infamous whale call seller
BTC vs ETH vol
Future of crypto options
Steve's Twitter
Trade Paradigm
Mag from Skip comes on to discuss Skips work with dydx and Skips custom MEV stack
We discuss:
dydx's new chain and the associated MEV attack vectors
Skips solution to these
Social slashing pros and cons
Pokemon streaming
Links
Skip Website
Skip dydx dashboard
* Listeners get 5% off parsec (promo code: parsec-pod)
Brought back Spreek to discuss all recent crypto events
- FTX clawbacks
- Real World Assets (Maker)
- Friend Tech
- Onchain Telegram Bots / Rollbit
Links
Listeners get 5% off parsec (promo code: parsec-pod)
Spreeks twitter
Guy and Conor from Ethena come on and discuss the soon to launch ethena stablecoin USDe
We discuss the 4 pillars of a stablecoin and how ethena is approaching:
What trade is ethena executing
Decentralization/Custody of Assets
Managing risk across exchanges
Funding rate dependence/history
* stETH as the collateral choice
Links
* ethena twitter
We talk intents with Hart:
Harts experience trading treasuries & the unique market structure there
Intents ~= Market Making
Potential use cases beyond trading
Bridging and Harts project Across
* Crosschain Intent systems & their Capital Efficiency
Links:
Hart's Thread we discussed
Across
* Paradigms Intents Primer
Even though its been quiet out there, we bring Spreek on to discuss all the recent events in crypto and what might be next.
We discuss
AI narrative
Worldcoin
Multicoin fiasco
Memecoin Frenzy
FTX 2.0?
Are oracles on the way out?
Genesis / DCG debt problems
GameFi might be next
Links
Listeners get 5% off parsec (promo code: parsec-pod)
Spreek
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Shanghai was a success, but whats next?
EigenLayer team joins us to explain Restaking.
We discuss
What is Restaking?
Eigenlayer marketplace
* Use cases of ETH security
Links
Listeners get 5% off parsec (promo code: parsec-pod)
EigenLayer
Sreeram's Twitter
Calvin's Twitter
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Join us this week as we attempt to navigate the stablecoin chaos with "Yevman" from Swapglobal
We discuss
Prime Brokerage in crypto
Crypto Swaps and who trades them
Tether Shorts
Counterparty and Exchange risks
Links
Listeners get 5% off parsec (promo code: parsec-pod)
https://swapglobal.com/
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Is the bull market back?
Spreek joins us to discuss the latest in crypto narratives
We discuss
Polygon Burn rate
Trade Rotations (cartel,canto,AI,china)
Blur
Arbitrum
GMX / Casinos
Paxos rugged
Links
Listeners get 5% off parsec (promo code: parsec-pod)
Spreek's Twitter
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Jito Labs cofounders come on the show to discuss Solana MEV and how Jito is tackling redistribution of MEV via jitoSOL
We discuss:
comparison of Jito to EVM MEV auctions like Flashbots
Long tail Solana MEV and searcher shenanigans
Competitive landscape of MEV on Solana
Solana's future
Links:
Jito: jito.wtf
Buffalu Twitter
Seg Twitter
Listeners get 5% off parsec (promo code:parsec-pod)
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Gearbox is a novel lending protocol built on top of credit accounts. We chatted with Ilgiz, Mikael, and Jared from the gearbox team.
We discussed
Gearbox's goal of becoming a prime broker
How the protocol provides efficient leverage
Risk framworks and how to scale the protocol
Potential for synthetic assets
Links
Gearbox
Mikael
Ilgiz
Jared
*Listeners get 5% off parsec (promo code:parsec-pod)
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Daniel from Thales joins us to discuss their innovative AMM approach to prediction markets.
We discuss
Overtime Markets (Thales sports AMM)
Toxic Flow
Prediction Vaults
World Cup winners
Links
Thales
Daniel Twitter
*Listeners get 5% off parsec (promo code:parsec-pod)
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Doug Colkitt, an experience HFT and MEV searcher lays out his theory on Alameda's downfall and how FTXs toxic flows and liquidation engine played a role in the insolvency.
We also discuss Dougs new AMM project Crocswap
Links
Doug's original Thread
Crocswap twitter
* Listeners get 5% off parsec (promo code: parsec-pod)
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Spreek joins us to discuss the FTX collapse and what it means for crypto's future, recorded November 9th
We discuss
Possibilities of a bailout
How this could have happened?
* Contagion
Links
* Listeners get 5% off parsec (promo code: parsec-pod)
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Nick Cannon of Gauntlet joins us to discuss DeFi Risk Management following the Mango hack
We discuss
How Mango went down
Gauntlet's framework for quantifying risk
Pros/Cons of on-chain governance, avenues for improvement
Gauntlet's new treasury management protocol Aera
Links
Aera
Gauntlet
Nick's Twitter
Listeners get 5% off parsec (promo code: parsec-pod)
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Monet Supply, knower of all things lending joins us to discuss on-chain lending dynamics into the merge.
We discuss
How different protocols have reacted to the risks
stETH's overweight influence on aave
his idea for a synthetic asset model
maker & RWAs
Links
Aave ETH pause
monet twitter
* Listeners get 5% off parsec (promo code: parsec-pod)
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
DeFi Roundup with Spreek
We Discussed
- The ETH Merge
- Optimism
- USDC blacklistings
- Aave and Curve new stablecoins
- Nomad Hack / Bridges
Links
* Listeners get 5% off parsec (promo code: parsec-pod)
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Owen, State, and Daniel from Sudoswap join us to discuss the newly launched NFT AMM
We Discuss
Comparisons of Uniswap V3 to Sudo
Sudo as a tool to financialize NFTs
Flexibility of Sudo as not just an AMM
DeFi primitives that can be built on top
Links
Sudoswap
0xmons Twitter
State Twitter
Listeners get 5% off parsec (promo code: parsec-pod)
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Afif - a Synthetix core contributor - joins us to discuss the revitalized Synthetix protocol
We discuss
- The Atomic Swap volume and how legit it is
- Staking pool dynamics & effects of inflation
- Collateral wrappers and diversifying the pool
- How the system compares to terra / maker
- Use cases moving forward
Links
- Synthetix
- Afif Twitter
- parsec
Nathan Van der Heyden from Snapshot joins us to discuss governance and how Snapshot fits into an evolving on-chain governance landscape
We discuss
- Voting infrastructure
- Snapshot X on starknet
- the Modular Governance Thesis
- starcraft
Links
- Snapshot
- Snapshot X
- parsec
DeFi Roundup with Spreek
We Discussed
- Merit Circle SAFT clawback
- Stablecoins in a high yield environment, difficulties of yield passthroughs on chain
- Tron shenanigans
- stETH Discount
- Alt L1s sentiment / corollary with DeFi
Links
- Spreek Twitter
- Merit Circle Forum Post
- stETH Dashboard
- parsec
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Kevin Zhou from Galois Capital, the fabled terra bear, comes on to discuss the collapse of UST and the events of one of the wildest weeks in crypto history.
We discussed
- Initial depeg on curve, how Galois reacted/positioned
- The compounding of negative factors led to an accelerated failure
- Game theory of the decisions made during the collapse
- LFG reserves and if a alternative collateral structure would have helped
- Roman history
Links
- LFG Thread
- Galois Twitter
- parsec
disclosure: this is an educational podcast nothing said on here by hosts or guests is financial advice DYOR - on parsec preferably ;)
Will Price, co-creator of Locke Protocol sits down with will and fozzy to discuss
the protocol and its use cases.
We discussed
- History of on chain token launches
- What it means for locke to be MEV resistant
- Locke as a mechanism for proof of liquidity of PCV
- NFT mintpasses as a potential use case, drawbacks of current systems
- DAO treasury diversification
Links
- Introducing Locke Protocol
- Locke Twitter
- will price twitter
- TWAMM
- parsec