The go-to resource for the crypto curious. Tune in to long-form deep dives with movers and shakers or spend your short coffee breaks with our mini dives, where we unstack interesting insights and market observations.
Wherever you are, grab your fresh #CUP of crypto!
www.cryptounstacked.com
We unstack:
- Why trading is about "solving the puzzle"
- How to build a financial contract from scratch
- John's take on the current state of crypto and whether we're in a bear market
- Risk management and crypto yield opportunities in futures and options
+ more!
Follow our Guest
John Divine (LinkedIn | Twitter)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
www.cryptounstacked.com
Sudhu Arumugam is the host of Trader's Edition.
We unstack:
- Dan's background in proprietary derivatives trading
- Hxro's generalized derivatives protocol and open access vision
- Challenges of the Solana blockchain and risk management
+ more
Follow our guest
Hxro (Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Recorded on May 3, 2022
www.cryptounstacked.com
We unstack:
- How was Arbor Digital set up to offer crypto in client portfolios?
- Shift of investment vehicles: from GBTC to direct crypto exposure
- Top crypto questions Marc gets from clients
- How older generations are learning about crypto through the next generation
- PlannerDAO, DACFP, and bringing forward crypto education
+ more!
Follow our Guest
Marc Nichols (LinkedIn)
Arbor Digital (Website)
Digital Assets Council of Financial Professionals (Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
www.cryptounstacked.com
We unstack:
- How Steve became a fund manager
- Serving the passive capital investor market
- Role of crypto in portfolio risk management and diversification
+ more!
Follow our Guest
Steven Chen (LinkedIn)
CAF Digital Asset Management (LinkedIn)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Sudhu Arumugam is the host of Trader's Edition.
We unstack:
- Michael's background in derivatives and structured product trading
- Michael's close observations of the 2008 financial crisis
- Hummingbot's early iteration and integration with crypto exchanges
- Hummingbot's monetization models for its open source technology
- How Hummingbot's liquidity-based scheme differs from volume-based market making compensation schemes
- Why Michael believes smaller traders have an advantage versus larger traders in crypto
+ more
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This is Part 3 of our 3-part Stablecoin War episode, where Mark Lamb and I go through the different categories of stablecoins, looking at their attributes and risks, and do a deep dive on the ongoing Terra stablecoin (UST) depegging incident.
Recorded on May 10, 2022.
Resources:
https://mhonkasalo.substack.com/p/navigating-the-ust-crash?s=r
https://www.theblockcrypto.com/post/145944/crypto-researcher-unpacks-why-ust-broke-down-and-what-happens-next
https://decrypt.co/99704/terras-luna-declines-10-amid-ust-depegging-concern
This is Part 2 of our 3-part Stablecoin War episode, where Mark Lamb and I go through the different categories of stablecoins, looking at their attributes and risks, and do a deep dive on the ongoing Terra stablecoin (UST) depegging incident.
Recorded on May 10, 2022.
Resources mentioned:
https://curve.fi/factory/53
This is Part 1 of our 3-part Stablecoin War episode, where Mark Lamb and I go through the different categories of stablecoins, looking at their attributes and risks, and do a deep dive on the ongoing Terra stablecoin (UST) depegging incident.
Recorded on May 10, 2022.
Sudhu Arumugam is the host of Crypto Unstacked Trader's Edition. This episode was recorded on April 14, 2022.
We unstack:
- Becoming an equity options market maker in Chicago and Brazil
- Building crypto derivatives and structured products as Head of Markets at Kinetic Capital
- Starting the Q9 Capital investment platform
- Explaining innovative yield products on the derivatives market
+ more!
Follow our Guest
Q9 Capital (Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Sudhu Arumugam is the host of Crypto Unstacked Trader's Edition. This episode was recorded on March 7, 2022.
We unstack:
- eFrontier's origin story
- eFrontier's stance on DeFi and crypto options trading
- Institutional crypto adoption in Israel
- Value of HFTs getting into crypto
+ more!
Follow our Guest
eFrontier (Twitter)
DeFi Engineering Article (Part 1) (Part 2)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- How does crypto lending work?
- Justin's early thesis about crypto lending
- Why focus on improving the crypto borrowing experience?
- How do crypto-backed loans work?
- The SALT credit card designed to help you HODL
+ more!
Follow our Guest
Salt Lending (Twitter | Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Sudhu Arumugam is the host of Crypto Unstacked Trader's Edition. This episode was recorded on February 11, 2022.
We unstack:
- Ming's background as an options trader and crypto OTC trader
- Introduction to Strips Finance
- What are interest rate swaps?
- Who wants to pay high fixed rates in crypto?
- View on Terra UST and other algorithmic stablecoins
+ more!
Follow our Guest
Strips Finance (Twitter) (Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This is a recast of an interview I guest hosted on Real Vision on February 16, 2022 featuring Haouk Lee, Founder and Non-Executive Chairman of Trinity Investment Holdings, a global family investment office. He is now the CIO of Trinity Digital Assets. Previously, Haouk was with OCHA, a direct investment firm and International Finance Corporation, the private sector investment arm of the World Bank Group.
We unstack:
- What Trinity Investments invests in
- Why family offices are not typically first movers when it comes to investing in new industries
- Why crypto is custom made for family offices
- Different crypto playbook for family offices in different regions (i.e North America, Europe, Asia)
- Structure of Trinity Digital Assets
+ more!
Follow our Guest
Haouk Lee (LinkedIn)
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- Road from traditional finance pre the Great Financial Crisis to Fintech
- Leading a crypto team at PWC HK in 2018
- Why Lucy decided to start her own crypto fund
- What are the challenges of early stage investing
- The investment thesis of Fund I
- The fund’s focus on the Greater Asia Region
- Playbook for setting up a venture fund
- State of women in crypto
+ more!
Follow our Guest
Lucy Gazmararian (Twitter)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- How did the duo get their entrepreneurial start in Bitcoin mining?
- How does Giga Energy convert energy into money?
- Why is Bitcoin mining such a relationship-based business?
- Why does Bitcoin mining consume so much energy?
- Has Bitcoin succeeded as money?
- What qualities are Giga Energy looking for in candidates?
+ more!
FOLLOW OUR GUESTS
Matt Lohstroh (Twitter)
Brent Whitehead (Twitter)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This is a recast of an interview I guest hosted on Real Vision on February 8, 2022 featuring Shashi Menon and Nick Gonzalez, Co-Founders of UNXD, a curated marketplace for digital luxury and culture. They are the team behind Dolce and Gabbana’s debut NFT drop and the latest NFT collection with luxury watchmaker Jacob & Co. called Astronomia Metaverso.
That Domenico Dolce and Stefano Gabbana personally designed a set that ended up selling for $6 million strongly suggests NFTs are more than just a novelty. We’re talking real money – and real assets. Dolce & Gabbana launched its first NFTs with the help of UNXD co-founders Shashi Menon and Nick Gonzalez. Menon and Gonzalez share with Leslie Lamb, founder and host of the Crypto Unstacked podcast, the story of how they were able to inspire this multi-billion-dollar fashion conglomerate to create its own nine-piece virtual/physical collection. Menon and Gonzalez see this as a watershed moment for NFT experimentation by large corporations; UNXD is now working with watchmaker Jacob & Co. for yet another large-scale release. Menon, Gonzalez, and Lamb discuss the future of NFTs and why they’re here to stay. Recorded on February 8, 2022.
Watch the full interview here
Follow our Guests
Shashi Menon (Instagram)
Nick Gonzalez (Twitter)
Sudhu Arumugam is the host of Trader's Edition.
We unstack:
- Roshun's entry point into crypto trading
- Evolution of the Genesis platform business
- Thoughts on the future of crypto borrow/lend
- Engaging in principal investing as a liquidity provider
- Entering a new paradigm of crypto option volatility
+ more!
Follow our Guest
Roshun Patel (Twitter)
Genesis Trading (Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This is a recast of an interview I guest hosted on Real Vision in January 2022 featuring Charli Cohen, a London-based fashion designer and founder of the eponymous CHARLI COHEN and digital fashion wear company RSTLSS.
Fashion famously moves fast. In the metaverse, it’s even faster. Digital identity and the importance of one’s virtual aesthetics are new concepts to older generations. But today’s kids are growing in a time when virtual identity is as important as physical presence. Fashion designer Charli Cohen understands this dynamic and is capitalizing on it with her eponymous line Charli Cohen. Her 100,000-strong Instagram following testifies to her goals of making metaverse fashion more inclusive and uplifting. Charli joins Leslie Lamb, host and producer of the Crypto Unstacked Podcast, to share how she’s pioneered in this space. Filmed on January 6, 2022.
Watch the full interview here
Mark Lamb, CoinFLEX CEO, joins the pod to explain reasons behind the recent crypto market downturn and shares 3 big questions he has about the future of the crypto markets.
Follow our Guest
Mark Lamb (Twitter)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Sudhu Arumugam is the host of Trader's Edition.
We unstack:
- JWB's personal backstory
- JWB's journey from trading stocks to trading crypto
- Capturing basis across crypto exchanges
- JWB's current trading strategies and "engines of income"
+ more!
Follow our Guest
JWB (Twitter)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This is a recast of an interview I guest hosted on Real Vision in December 2021 featuring Daniella Loftus, digital fashion expert and founder of This Outfit Does Not Exist.
The idea of digital fashion is nothing new for today’s youth. Through mediums like Fortnite, Roblox, and a host of other video games and social media apps, our species has reached a turning point in which virtual accessories are more coveted than the latest designer clothes. Digital expression has become vital for communal interaction, and Daniella Loftus, founder of This Outfit Does Not Exist, is capitalizing on the opportunity. She acknowledges that this subsect of NFTs has lagged behind others, like digital art, but believes 2022 will see explosive growth for the NFT fashion sector. Loftus noticed this societal shift early on and is currently amassing a digital fashion gallery. She joins Leslie Lamb, host and producer of the Crypto Unstacked Podcast, to discuss her work in the digital fashion space. Check out her gallery here: https://www.thisoutfitdoesnotexist.com/exhibit. Recorded on December 11, 2021.
Watch the full interview here
Sudhu Arumugam is the host of Trader's Edition.
We unstack:
- Getting started at DRW Trading
- Opening up the DRW Singapore office focusing on automated trading
- Learning about crypto from Mike Komaransky
- Transitioning from DRW Trading to Cumberland
- From trader to relationship manager/business development
+ more!
Follow our Guest
Cumberland (Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Sudhu Arumugam is the host of Trader's Edition.
We unstack:
- Becoming the number #1 trader at Google as an intern
- Starting his career working in private equity
- Finding out about Bitcoin in 2012
- Observations of early Bitcoin trading platforms and OTC markets
- The founding story of B2C2
- The B2C2 single-dealer platform
- Reasons behind selling a part of the business to SBI
+ more!
Follow our Guest
B2C2 (Website)
Max Boonen (Twitter)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This is a recast of a recent interview I guest hosted on Real Vision featuring Darius Sit, co-founder and managing partner of QCP Capital.
Darius Sit speaks about his outlook for the DeFi sector. Being Singapore-based, Sit is at the heart of the Asian financial markets and digital asset community. After a recent meeting with Paul Tudor Jones, Sit came away with enlightening insights on inflation within digital assets. While global fiat inflation is viewed as bullish for crypto, Sit learned from his meeting with Jones that inflation is rampant in the digital asset space itself. The advent of Dogecoin and the Shiba Inu token demonstrates the inflationary nature of crypto as many new tokens come online with multiple tokens idolizing the same breed of dog. In addition, Sit gives us his outlook for 2022 and explains why we may see some volatility in the months ahead. Recorded on December 7, 2021.
Watch the full interview here
We unstack:
- What is Worldpay and when did their crypto journey begin?
- The B2B payments processing ecosystem
- Where Worldpay is seeing consumer demand for crypto payments
- Worldpay's roadmap and thoughts on integrating stablecoins for payments settlement
+ more!
FOLLOW OUR GUEST
Worldpay FIS (Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Subscribe and catch new Life on Leverage episodes on YouTube: https://youtu.be/oCO-4VDC63o
Doug Polk is arguably the best 'heads-up' poker player of his generation
- 3 time WSOP bracelet winner, including winning the $100k WSOP one drop high rollers for $3.7M (2017)
- Over $9M+ in tournament earnings
- Co-founded the top online poker training site Upswing Poker
- A top KOL in poker/crypto with 600k+ subscribers across his YouTube channels
- The first ever Global Brand Ambassador for CoinFLEX
Follow Doug on:
https://www.youtube.com/c/DougPolkPod...
https://www.youtube.com/c/DougPolkCrypto
https://www.youtube.com/c/DougPolkPoker
https://twitter.com/DougPolkVids
We unstack:
- Passing the "mom" test
- What can teams building out financial services products in crypto learn from teams building out NFT consumer products?
- What is gasless minting? What does it mean for the average buyer of NFTs?
- Why are NFTs getting people to care more about personal branding and marketing?
- Why is community critical for investment value?
- Do NFTs need to have utility?
+ more!
FOLLOW OUR GUEST
Mintable (Twitter)
This episode is presented by our sponsor CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This is a special episode recorded for the launch of the Bitcoin.com x CoinFLEX strategic partnership.
We unstack:
- The story behind how this partnership came together
- What does this partnership means for Bitcoin.com and CoinFLEX users
- How will users be able to access Trade by CoinFLEX and Earn by CoinFLEX products?
- What will be ready at "Day 1" and what should users expect in future integrations?
- Thoughts on EVM and the future of SmartBCH
+ more!
FOLLOW OUR GUEST
Bitcoin.com (Website)
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Sudhu Arumugam is the host of Trader's Edition.
We unstack:
- Masahide's trading background and stories
- Bastion's bread and butter trading strategy
- DeFi trading and risk management
- Why it's helpful to have trading firms in your "capital stack"
+ more!
Follow our Guest
Bastion Trading (Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Sudhu Arumugam is the host of Trader's Edition.
We unstack:
- How did Matteo learn to trade?
- What asset classes does TrigonX actively trade?
- How did TrigonX set up their proprietary crypto trading desk?
- What is TrigonX's crypto trading strategy?
- Crypto regulation landscape in Australia
+ more!
Follow our Guest
TrigonX (LinkedIn)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Apologies for the Discord alerts throughout our conversation -- Chainflip's Discord was busy!
We unstack:
- Why is Simon so interested in cryptoeconomics? What lessons can we learn?
- Chainflip ELI5: breaking down its use case and benefits
- Evolution of AMMs over the past 2 years
- Who's the "Pepsi" to Chainflip?
- What are Flippy NFTs?
+ more!
FOLLOW OUR GUEST
Simon Harman (Twitter)
This episode is presented by our sponsors CoinFLEX and Amber Group.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
Amber Group is an integrated crypto finance platform behind Amber App, which allows you to easily earn, swap, trade, and invest in crypto. Right now, new users can earn up to 16% APR on BTC, ETH, and USD-stablecoins Fixed Earn products. Sign up at www.ambercrypto.com
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This is a special episode recorded for the CoinFLEX x Copper partnership launch.
We unstack:
- Entrepreneurial lessons
- Trial by fire as Chief Product Officer
- What problems Copper solves for active crypto participants
- Who are Copper's clients?
- What's different about the ClearLoop clearing and settlement solution?
- Significance of Copper's flexUSD stablecoin integration
+ more!
FOLLOW OUR GUEST
Copper (Website)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- What is Loot?
- Why did Amber decide to build tools for the Loot ecosystem vs. another crypto game?
- What is Loot Swag and what can it be used for?
- How Loot is democratizing access to Loot bags via mLoot and Synthetic Loot
- How is the rarity of OG Loot Bags determined?
- What is the future of Loot Swag?
+ more!
FOLLOW OUR GUEST
Loot Project (Website)
Loot Swag (Twitter)
This episode is presented by our sponsors CoinFLEX and Amber Group.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
Amber Group is an integrated crypto finance platform behind Amber App, which allows you to easily earn, swap, trade, and invest in crypto. Right now, new users can earn up to 16% APR on BTC, ETH, and USD-stablecoins Fixed Earn products. Sign up at www.ambercrypto.com
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- What Rafaella finds interesting about the Credit Default Swap and Sovereign Bond markets
- Ohmydai and creating the first DeFi community in Brazil
- Thesis on the crypto options market
- Breaking down Pods Finance by experience level
- Who is Pods Finance for?
- New project incubation: Airdrip
- Future of structured products in DeFi
+ more!
FOLLOW OUR GUEST
Rafaella Baraldo (Twitter)
Airdrip project (Form)
This episode is presented by our sponsors CoinFLEX and Amber Group.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
Amber Group is an integrated crypto finance platform behind Amber App, which allows you to easily earn, swap, trade, and invest in crypto. Right now, new users can earn up to 16% APR on BTC, ETH, and USD-stablecoins Fixed Earn products. Sign up at www.ambercrypto.com
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Paola Franqui, also known as Monaris, is a Puerto Rico-born Photographer based in New Jersey with a passion for visual storytelling. As an Adobe Lightroom and Sony Ambassador, she has developed a distinct creative style focused on composition and color theory that lives to transform brief instances of reality into movie-like scenes.
FOLLOW OUR GUEST
Paola Franqui aka Monaris (Twitter|Website)
This episode is presented by our sponsor CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- Kong Cash and the viability of physical crypto
- Key differences between Kong Cash and Fiat (i.e USD) notes
- Kong Land, DAO of DAOs, the vision for metaverse IRL
- Becoming a Kong Land DAO citizen, $CTZN passport
- New concept: What if we could be DAO immigrants?
+ more!
FOLLOW OUR GUEST
Cameron Robertson (Twitter)
Kong (Twitter | Primer)
This episode is presented by our sponsor CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This episode is co-hosted with 0xElle.
We unstack:
- How Aave ties into Aavegotchi
- Various aspects of the Aavegotchi game design
- First land parcel sale
- Creating the first DeFi RPG
- Rarity farming season 2 on Oct 26
+ more!
FOLLOW OUR GUESTS
Jesse Johnson (Twitter)
Aavegotchi (Twitter)
FOLLOW OUR CO-HOSTS
Tom Yi (Twitter | Kanosei )
Dave Krugman (Twitter | Allships)
0xElle (Twitter)
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- A day in the life of a DeFi market maker
- Managing the risks of his DeFi farming portfolio
- Differences in DeFi to CeFi arbitrage strategies
- What determines resource allocation within trading firms to DeFi v. CeFi opportunities?
- How to choose which DeFi pools to get into
Follow our Guest
Nibbio Trading (Twitter)
Nibbio REKT (Twitter|Telegram)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- Mark's world view of the crypto ecosystem
- Role of stablecoins in the growing crypto lending market
- Who should be minting CoinFLEX's flexUSD stablecoin
- Identifying the sources of yield
- Productizing the basis trade
- Creating the first AMM for the futures market
- Understanding the innovative AMM+ model
- The AMM+ Arena: bringing GameFi to trading
+ more!
FOLLOW OUR GUEST
Mark Lamb (Twitter)
CoinFLEX (Twitter)
This episode is presented by our sponsors CoinFLEX and Amber Group.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
Amber Group is an integrated crypto finance platform behind Amber App, which allows you to easily earn, swap, trade, and invest in crypto. Right now, new users can earn up to 16% APR on BTC, ETH, and USD-stablecoins Fixed Earn products. Sign up at www.ambercrypto.com
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Sudhu Arumugam, Co-Founder of CoinFLEX, joins me on the show to unstack his thoughts on the ProShares Bitcoin Futures ETF and how this (and other approved ETFs) will impact the crypto derivatives markets.
We unstack:
- Is the ProShares BTC Futures ETF a “Buy the Rumor, Sell the Fact" event?
- ETF impact on level of BTC futures contango
- Who’s the "winner" and taking advantage of the arb opportunities this ETF creates?
- How will the ETF impact Grayscale’s GBTC product?
- Will this ETF have less tracking error vs. other crypto proxies?
+ more!
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- Origin story of Folkvang
- Ways Folkvang makes money as a market maker
- How Folkvang engages in the options market
- How trading options is different from perpetual futures
- Why is it the trend for market makers to become VCs?
Follow our Guest
Mike van Rossum (Twitter)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- The Great Rethinking
- The TINA ("There is no alternative) economy
- Technology creating scalable professions
- Corporation of the future
- Human attention: one of the most valuable 21st Century resources
+ more!
FOLLOW OUR GUESTS
Dror Poleg (Twitter | Website)
FOLLOW OUR CO-HOSTS
Tom Yi (Twitter | Kanosei )
Dave Krugman (Twitter | Allships)
0xElle (Twitter)
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- Crypto meeting the needs of society
- Tech innovation breaking social norms
- Social graph of NFTs
- Do NFTs like CryptoPunks have utility?
- Why digital land does not make sense
- An insider's view on Facebook's metaverse mission
- Conviction in the Loot Project - third major NFT innovation
+ much, much more!
FOLLOW OUR GUEST
Avichal Garg (Twitter)
Electric Capital (Twitter)
This episode is presented by our sponsors CoinFLEX and Amber Group
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
Amber Group is an integrated crypto finance platform behind Amber App, which allows you to easily earn, swap, trade, and invest in crypto. Right now, new users can earn up to 16% APR on BTC, ETH, and USD-stablecoins Fixed Earn products. Sign up at www.ambercrypto.com
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Crypto Unstacked Trader's Edition is a new segment of the podcast hosted by CoinFLEX Co-Founder Sudhu Arumugum.
We unstack:
► Darius' path to trading and making his first options trade at Dymon Asia
► From managing BNP Paribas' Asia FX desk to crypto
►How QCP was formed and what trading strategies did the desk run early on?
►How to popularize options in crypto
►Darius on using CoinFLEX's AMM+ product
►Crypto Stablecoin FUD + utility for cross border payments
►Global macro view and how Evergrande is impacting crypto and equities
►TradFi money coming into crypto
FOLLOW OUR GUEST
QCP (Twitter)
This episode is presented by CoinFLEX.
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Seed Clubis backed by leaders in the crypto and creator economy space, Seed Club helps creators and communities launch and grow successful social tokens.
We unstack:
- Jess' background and founding story of Seed Club
- What does web 3 mean for creators?
- Web 3 as a democratized value capture system
- Elements of successful communities
- Different approaches to forming DAOs
- How to get involved with Seed Club
FOLLOW OUR GUESTS
Jess Sloss @thattallguy
Seed Club @seedclubhq
https://seedclub.xyz/
FOLLOW OUR CO-HOSTS
Tom Yi (Twitter | Kanosei )
Dave Krugman (Twitter | Allships)
Louis Giraux (Twitter| Blog )
0xElle (Twitter)
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Oasis Unstacked is a new segment of Crypto Unstacked covering NFTs, the metaverse, gaming & everything in between!
Fingerprints DAO
Fingerprints DAO collaborates with creators to build experiments at the intersection of art, economics and social coordination. Fingerprints has the 3rd largest collection of Autoglyphs, the largest collection of DEAFBEEFs, one of the largest collection of Mutant Garden Seeders and other significant pieces.
FOLLOW OUR GUESTS
Luiz DT @dgntec
Dollar Monopoly @dollar_monopoly
https://www.fingerprintsdao.xyz/
FOLLOW OUR CO-HOSTS
Tom Yi (Twitter | Kanosei )
Dave Krugman (Twitter | Allships)
Louis Giraux (Twitter| Blog )
0xElle (Twitter)
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Oasis Unstacked is a new segment of Crypto Unstacked covering NFTs, the metaverse, gaming & everything in between!
Oasis Unstacked Co-Hosts
Tom Yi
Tom is an investor and a collector. He runs Kanosei, a Web3 venture investing in NFTs, DAOs, and DeFi opportunities. Prior to Kanosei, he worked as an investment professional for more than 6 years. As a crypto native collector, Beeple’s Infected is the first artwork he collected. Also, Tom is a member of FlamingoDAO, FingerprintsDAO, NeptuneDAO, Muse0, and more DAOs
Dave Krugman
Dave is a photographer, cryptoartist, and the Founder of ALLSHIPS.CO, which is a creative community centered on Web3 technologies, and is based on the concept that a rising tide raises all ships. He believes that technology unlocks infinite space for creatives to thrive, and works to help artists become self sovereign.
Louis Giraux
Louis has been involved with DAOs and online community building for the past 3 years. More recently Louis has been growing and managing the SuperRare community and is actively contributing to DAO related projects like SeedClub and Orca Protocol.
0xElle
Elle got into crypto with an NFT game, and she’s treated play as investing and investing as play ever since. She’s currently working at Greenfield One analyzing NFTs and Web3 experiences. If she’s not in Discord, she’s probably relaxing with Stardew Valley or another farming game.
FOLLOW OUR CO-HOSTS
Tom Yi (Twitter | Kanosei )
Dave Krugman (Twitter | Allships)
Louis Giraux (Twitter | Blog )
0xElle (Twitter)
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
► John's background building consumer products
► What is SuperRare's brand about?
► SuperRare is where "Instagram meets Christies"
► How to successfully curate at scale?
► John's vision of the internet art economy
► Utility of the RARE token
► Scaling SuperRare with Spaces and focusing on community curation
► SuperRare DAO
FOLLOW OUR GUEST
SuperRare (Twitter)
John Crain (Twitter)
This episode is presented by our sponsors CoinFLEX and Amber Group
CoinFLEX is the Home of Crypto Yield and committed to providing institutional and retail investors an easily accessible platform to earn and trade crypto. CoinFLEX creates innovative solutions to bring investors and markets together through simple and intuitive products such as flexUSD, the world’s first interest-earning stablecoin, and AMM+, the most-capital efficient automated market maker in the world. Visit www.coinflex.com for more information.
Amber Group is an integrated crypto finance platform behind Amber App, which allows you to easily earn, swap, trade, and invest in crypto. Right now, new users can earn up to 16% APR on BTC, ETH, and USD-stablecoins Fixed Earn products. Sign up at www.ambercrypto.com
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
►Key operational insights from Wes about running Bitfarms
►Challenges around bringing institutional grade mining product to market in 2018/2019
►Targeted exposure v. shot-gun basket approach
►What does RIGZ ETF offer retail investors?
►What types of companies does RIGZ invest in?
►Thoughts on hashrate exodus from China
►Breaking down the mining value chain
+ more!
FOLLOW OUR GUEST
Wes Fulford (Twitter)
Viridi Funds (Twitter)
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
►Mechanics of getting growth, traction and users
►The "lockbox" concept and the Holy grail of Web 3
►Gen 2 NFT innovation
►Concept of “Neo co-ops”
►Intrinsic and extrinsic value in Web-native games
►Crypto games and DAO governance
►What is coordination and incentive design really about?
+ more!
FOLLOW OUR GUEST
Gabriel Anderson (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►Axie Infinity's origin story
►Games as networks
►Axie team's 3 core beliefs
►How Axie makes its revenue and how the community treasury works
►Economic game design of Axie universe
►Axie scholarship programs
►Finding "community" market fit before product market fit
+ more!
FOLLOW OUR GUEST
Jeff "Jiho" Zirlin (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►Joe’s incredibly moving backstory to crypto
►Being inspired by the Doge community
►The design goal of Trident, Sushi’s next generation AMM + Tines, the multi-hop, multi-route routing engine
►The role and application of Bentobox
►Franchise pool for institutional investors
►Yield Guild's $YGG Dutch auction on Miso
►Sushi’s Phantom Troupe Strategic Raise
►Thoughts on Uniswap’s token delisting
►Regulation in DeFi
+ more!
FOLLOW OUR GUEST
Joseph Delong (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►Democratizing access to public capital markets
►Why issue a security token v. traditional IPO
►Why AMC would benefit from issuing a security token
►Benefits of Reg A+, Reg Crowdfunding, Reg D
►Shift in value from public capital markets to the private capital markets
►Tokenized securities nurturing better engagement between companies and shareholders
►Securitize Capital BTC/USDC Yield Fund
+ more!
FOLLOW OUR GUEST
Carlos Domingo (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►How Justin has grown from being a musician and producer to also being an entrepreneur, investor and philanthropist
►Economics of being an artist in Web 2.0 v. Web 3.0 world
►Building up his personal brand/reputation in music and in crypto
►Giving fans ownership rights of his songs through NFTs
►Justin's money management philosophy and financial planning tips (not advice!)
► Justin's financial portfolio
+ more!
FOLLOW OUR GUEST
Justin Blau (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
- NFT market cycles
- What traditional art collectors think about NFTs
- What is a contemporary art collector?
- TR Lab's vision and curatorial mission
- Democratizing the art market
- NFT applications beyond art
- Other important questions Xin and Christie's are wondering about NFTs
LINKS
TR Lab - Blank slate for the future of fine art
FOLLOW OUR GUEST
TR Lab (Twitter)
Xin-Li Cohen (Twitter)
Mia Deng (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► Why now is an opportune time for decentralized unchain lending
►The origin story of Maple Finance
►Evolution of the “Crypto Bond Platform” idea into Maple's mission to “decentralize institutional borrowing”
►Importance of funding diversity in capital markets
►Why is maple finance more appealing to lenders looking for sustainable yields
+ more!
LINKS
Maple Finance
FOLLOW OUR GUEST
Sidney Powell (Twitter)
Maple Finance (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► The mission of Kanosei Ventures
► Kanosei and Amber launching the CreatorFi movement
► What global trends are converging to accelerate the adoption of NFTs?
► What is missing from today's NFT conversation?
► Why financial planning is important for the NFT journey
► Mindset to start building wealth as a creator
► 101 on how to start your crypto portfolio
+ more!
FOLLOW OUR GUEST
Kanosei Ventures (Twitter)
Tom Yi (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►The Arbitrum Rollup in 3 different levels of complexities
►Why scaling smart contracts is a difficult problem
►Ways Arbitrum scales Ethereum while minimizing friction
►Importance of not using game theory to achieve "correctness"
►The "assert-challenge" design pattern
►Security compromises between Arbitrum & L1 blockchains like Ethereum
►How Arbitrum impacts the end user to enable a cheaper DeFi experience
+ more!
LINKS
Offchain Labs
FOLLOW OUR GUEST
Ed Felten (Twitter)
Steven Goldfeder (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►The complicated history of crypto scams, hacks, and pump and dump schemes.
►Power of network marketing in crypto
►OneCoin: The Missing Crypto Queen (BBC Podcast Series)
►Bitconnect: double whammy scam
►Quadriga: custody risk & money laundering
►Mt.Gox: Scam or unfortunate mismanagement?
►The advantages and disadvantages of anonymous teams (the early days v. now/DeFi)
+ more!
LINKS
Crypto Wars (Amazon|Kogan Page)
Crypto Curry Club
FOLLOW OUR GUEST
Erica Stanford (Twitter )
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►Passive/ Semi-Passive/ Active capital
►New AMM design features: concentrated liquidity (capital efficiency, active liquidity, range orders, non-fungible liquidity) and flexible fee tiers
►Fungible v. Non-Fungible LP Tokens
►Liquidity distribution across assets compared to v2 for blue chip DeFi and long tail assets
►Smart vaults for tokenized LP strategies
►AMMs competing on L2s (i.e Polygon, Arbitrum, Optimism)
►Uni token value accrual - how do Uni token holders make money?
LINKS
An Early Look at Uniswap v3 Activity
FOLLOW OUR GUEST
Larry Cermak (Twitter )
Mika Honkasalo (Twitter)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►The hive mind approach to making decisions
►Incentivizing long-term participation in DAOs
►Challenges around running DAOs: LAO, FlamingoDAO, NeptuneDAO
►Wyoming DAO legislation
►Why the US is supportive of innovative and flexible legal structures
LINKS
Wyoming Bill to recognize the legal status of DAOs
FOLLOW OUR GUEST
Aaron Wright (Twitter | Website)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►Death of the corporate industrial era company model
►Generation “Connect” and investing in the Fifth Era
►Thoughts on Charlie Munger’s Bitcoin comments
►Escaping from embedded mental models
►The “optimum” investment portfolio and why it's outdated
►Why traditional financial institutions are not equipped to understand crypto
LINKS
What Concerns Investors About Bitcoin?
FOLLOW OUR GUEST
Matthew Le Merle (Twitter | Website)
FOLLOW AMBER GROUP
Twitter | Email | Website
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►Galaxy Interactive’s investing theses
►Virtual real estate speculation
►Social tokens as an extension of status-connoting virtual goods
►The promise and peril of social tokens
►Building $RNG and the virtual Soho House
►The complex future of DAOs
►Bonus: hiring opportunity!
LINKS
Stream of Social Consciousness (Richard Kim)
The Dao of DAOs (Packy McCormick)
Status as a Service (Eugene Wei)
The Pattern Language (Christopher Alexander)
FOLLOW OUR GUEST
Richard's Twitter: @galaxyRTK
Website: www.galaxyinteractive.io
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Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►What do most people miss about the Paul Tudor Jones letter?
►An important shock wave that recently jolted the family office world
►The “endowment model” and how it affects the way family offices invest
►How is Arca building an institutional asset manager?
►Impact of social influencers on crypto adoption and education
FOLLOW OUR GUEST
David's Twitter: @DavidNage
David's podcast:Base Layer
Website: https://www.ar.ca/
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
This episode was made with help from Ben Lakoff, Co-Founder of Charged Particles and Richard Kim, Partner at Galaxy Interactive.
Full length episode with Richard dropping soon!
LINKS
EP 52: A Little NFTy Story | Part 1
EP 53: A Little NFTy Story | Part 2
EP 58: Unstacking with Charged Particles | Creating yield-bearing NFTs
NFT Value Capture Equation by Cooper Turley
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
MUSIC CREDITS
Floating Also: https://www.youtube.com/watch?v=HHYOBwzT4u4&list=PLwJjxqYuirCLkq42mGw4XKGQlpZSfxsYd&index=25
To our weekly #CUP listeners, thank you all for your support this past year in keeping this show running. To all of our past guests, this show would not be what it is today without your fresh insights and perspectives on all things crypto finance. We can’t wait to roll out more exciting content and showcase new voices this year.
To make CUP your #1 crypto podcast, we would love to hear your stories and feedback about what you’ve liked so far and ways we can improve the show. Tune in to see how you can stack sats and help the show level up!
Telegram: @leslamb
Email: leslie.lamb@ambergroup.io
We unstack:
►The new class of yield-bearing aka “charged” NFTs
►How charged NFTs can drive NFT financialization
►Diverse use cases for Charged Particles
►Growing a NFT DeFi project (learning from the Discord community)
+more!
LINKS
Gitcoin Kernel Program
Charged Particles Lepton
Charged Particles Use Cases
FOLLOW OUR GUEST
Ben's Twitter: @benlakoff
Ben's podcast:The Alt Asset Allocation Podcast
Charged Particle's Twitter: @DefiNft
Website: www.charged.fi
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Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
Despite the fallout of Bill Hwang's family office Archegos Capital Management, there seems to be minimal impact on the broader equity markets, as well as the crypto markets with Bitcoin rebounding from its lows around $50k last week to $58k at the time of recording.
Tune in for high-level details about what we know so far.
LINKS
Coindesk Market Wrap: Bitcoin, Ether Gain After Visa Deal as Stocks Struggle With Archegos Margin Call
Reuters: Archegos margin call share dump ripples across markets
The Street: Archegos Capital Fire Sale Triggers Billions in Investment Bank Losses
Forbes: The Firm Behind The $30 Billion Firesale Shaking Financial Markets Disclosed Almost Nothing
Bloomberg News: Archegos Drama Hardly Ruffles a Market That's 'Drunk on Risk'
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Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► The Sacramento Kings' live blockchain-powered auction platform
► The Circular Economy
► Generative audio: from Swether to EulerBeats
► EulerBeats as a game theory experiment
► ERC 1155 v. ERC 721 standards
► EulerBeats milestones and the Enigma LP auction on March 29, 2021
► How EulerBeats looks to fundamentally change the music industry wrt royalties
+ more!
LINKS
iFirebrand Blog
Treum.io
Constantin's Twitter: @iFirebrand
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
Ampleforth (AMPL) is a monetary innovation and primitive building-block for the decentralized finance ecosystem. Like Bitcoin, it is uncollateralized. Unlike Bitcoin, the Ample eschews a fixed supply schedule and instead automatically adjusts supply in response to price-exchange rate. The Ampleforth protocol receives exchange-rate information from trusted oracles, and propagates that to holders of its units (Amples) by proportionally increasing or decreasing the number of tokens each individual holds.
The unique incentives, movement pattern, and monetary qualities of AMPL, make it ideally suited to: 1) add value to baskets of digital assets, reducing aggregate volatility, 2) be useful as a building block in broader decentralized finance (DeFi) applications, much as physical commodities were building blocks in the historical financial system.
We unstack:
► Influential economic thinkers
► Failed currency pegs
► Monetary trilemma: adaptive supply, durable value, stable peg
► The base money problem v. the fiat problem
► How AMPL stacks up to Ampleforth's initial goals
► Rebasing tokens v. coupon-based tokens
► Comparing single token v. multi-token model
► Is the goal of AMPL stability?
► AMPL's stable contracts utility
► Evolution of debt in the crypto market
+ more!
LINKS
Ampleforth: A New Synthetic Commodity
Central Banks — A Bad Influence on Decentralized Finance
Algorithmic stablecoins aren’t really stable, but can the concept redeem itself?
Synthetic Commodity Money (2013)
Risk and Return of Cryptocurrency (2018)
Stability, Elasticity, and Reflexivity: A Deep Dive into Algorithmic Stablecoins
The Letter and Spirit of Composability
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► The NFT tech stack: horizontalization + verticalization
► Appraising NFTs on platforms such as Upshot
► Monetizing niche communities
► Financialization of internet culture; everything is investable
► NFTs as schelling points
► Community as art
► NFTs as a distribution channel & new economic model for creators
+more!
LINKS
When Consumer Meets Crypto
Introduction to Upshot (NFT appraisal platform)
The Goodtime Show with Metakovan
Kinjal's Twitter: @_Kinjalbshah
Blockchain Capital's Twitter: @blockchaincap
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
This episode was made with help from Kinjal Shah, Investor at Blockchain Capital and Constantin Kostenko from EulerBeats and the Treum.io team.
Full episodes with Kinjal and Constantin dropping in the coming days!
LINKS
NFT-linked stocks:https://www.bloomberg.com/news/articles/2021-03-18/nft-frenzy-lifts-auction-sites-to-shipping-cos-getting-onboard?srnd=cryptocurrencies
Scott Belsky, The Furry Lisa: https://scottbelsky.medium.com/the-furry-lisa-cryptoart-the-new-economy-of-digital-creativity-6cb2300ea081
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
MUSIC CREDITS
Operatic 3:https://www.youtube.com/watch?v=pXdrz1pB35Q&list=PLwJjxqYuirCLkq42mGw4XKGQlpZSfxsYd&index=25
Floating Also: https://www.youtube.com/watch?v=HHYOBwzT4u4&list=PLwJjxqYuirCLkq42mGw4XKGQlpZSfxsYd&index=25
EulerBeats Genesis LP 26 Unofficial Remix: https://soundcloud.com/ur01/eulerbeats-genesis-lp-26-unofficial-remix
LINKS
New York Times NFT article: https://www.nytimes.com/2021/02/22/business/nft-nba-top-shot-crypto.html
Open Sea NFT guide:https://opensea.io/blog/guides/non-fungible-tokens/
A Bullish Case for NFTs:https://kpmoroney.medium.com/the-bullish-case-for-nfts-dff21f79b22c
Rare Pepe Wallet & The Birth of CryptoArt: https://www.youtube.com/watch?v=0MBEW2NxNJ4
Logan Paul on Clubhouse: https://www.youtube.com/watch?v=nE01rJyDLcI
Beeple's Christie's auction:https://www.youtube.com/watch?v=S8p1B8NHLFQ
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
MUSIC CREDITS
Nyan Cat Theme Song:https://www.youtube.com/watch?v=QH2-TGUlwu4
Power up:https://www.youtube.com/watch?v=l7SwiFWOQqM&list=PLwJjxqYuirCLkq42mGw4XKGQlpZSfxsYd&index=6
Pixelland: https://www.youtube.com/watch?v=HUCjaaQR6cs&list=PLwJjxqYuirCLkq42mGw4XKGQlpZSfxsYd&index=14
Top 7 Crypto Podcasting Lessons
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
► Multicoin’s open finance thesis
► What are decentralized super networks?
► Web 2.0 apps in the West v. superapps in China
► How is WeChat used as a crypto community building tool in China?
► Structure of information flow across Western and Chinese social media platforms
► Cultural mentalities shaping crypto market structure
► What contributes to building an "unforkable moat"? Uniswap v. Sushiswap case study
► Core parts of DeFi ecosystem Mable thinks will be around/be disrupted
► Is there a strong NFT movement in China?
+ much more!
LINKS
How Cultural Differences Drive User Adoption in DeFi
Bridging Cultural Gaps in 2021: Crypto in China and the US
Exploring the Design Space of Liquidity Mining
Mable's Twitter @Mable_Jiang
Multicoin's Twitter @multicoincap
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► What is the financialization of hashrate?
► Why have we not seen liquid hashrate markets?
► How does counterparty risk change for hashrate token holders?
► How are hashrate tokens different from cloud mining contracts?
► What are some valuation frameworks for pricing hashrate tokens?
+ much more!
LINKS
Luxor Technologies
Mining & Hashrate Substack
When Bitcoin Mining meets DeFi
The Alchemy of Hashpower
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► Looking at blockchain scalability from the networking v. cypherpunk angle
► The Layer 0 value proposition: making the internet of blockchains faster
► DeFi tools: taking advantage of arbitrage/collateral liquidation opportunities; front-running protection
► Misconception behind gas fees and winning trading opportunities
► Project Eagle: Aligning miner incentives with the Ethereum ecosystem
+ much more!
LINKS
Website: www.bloxroute.com
Uri's Twitter: @uriklarman
bloXroute Twitter: @bloXrouteLabs
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
LINKS
Elon Musk on Clubhouse (Full Stream)
Elon Musk's interview with Robinhood CEO
FOLLOW AMBER GROUP
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Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
Amber Group does not own any audio clips of Elon Musk.
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► Current crypto market flow and positioning
► Deep dive on Amber's yield enhancement products: Earn and Yield Boost
► Implications of the Gamestop $GME and Robinhood saga
+ much more!
LINKS
Amber Pro (Institutional)
Amber App (Mobile download)
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►How are traditional capital allocation strategies applied to decentralized crypto networks?
►What are unique properties of decentralized crypto networks that make capital allocation decisions more challenging?
LINKS
► Capital allocation: portfolio or platform?
► Yearn Proposal: Rethinking capital allocation
► Yearn Proposal: A cohesive strategic framework for yearn
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
► Early trends observed from auditing various projects from DeFi to Layer 1s and NFTs
► Richard's thoughts on the various economic attacks of smart contracts we saw in 2020
► How Quantstamp is bundling insurance into their suite of services
+ much more!
FOLLOW OUR GUEST
Twitter: @Quantstamp
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► V2 features: stable/variable rate borrowing, enhanced flash loans, credit delegation
► Aave on other L1 and L2 chains
► Response to Fred Ehrsam's governance minimalism
► Creating new money markets & private money markets
FOLLOW OUR GUEST
Stani's Twitter: @StaniKulechov
Aave's Twitter: @AaveAave
FOLLOW AMBER GROUP
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Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► Emerging permissionless and permissioned valuenets
► Tools for a multi-chain world
► Smart contract insurance models
► Category-leading coins + 2021 predictions
+ much more!
FOLLOW OUR GUEST
Mapleleaf Capital's Twitter: @MapleLeafCap
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► ARC's value proposition unlocking the liquidity of long tail assets
► Stablex - leveraged yield-bearing stablecoins that allow users to access liquidity and earn higher returns in DeFi
► Gamifying network participation through "ARC Levels"
► The social finance #SoFi revolution and being an early personal token pioneer ($KERMAN)
FOLLOW OUR GUEST
Kerman's Twitter: @Kermankohli
DeFi Weekly Newsletter
DeFi Weekly YouTube Channel
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Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
10 things we discuss:
LINKS
► https://tlaib.house.gov/sites/tlaib.house.gov/files/STABLEAct.pdf
► https://tlaib.house.gov/media/press-releases/tlaib-garcia-and-lynch-stableact
► https://www.forbes.com/sites/seansteinsmith/2020/12/09/cryptocurrency-legislation-is-on-the-rise--what-the-proposed-stable-act-could-mean-for-crypto/?sh=16d1e367633d
► https://www.coincenter.org/the-unintended-consequences-of-the-stable-act/
► https://twitter.com/jerallaire/status/1336487497505923072
► https://twitter.com/jerallaire/status/1334277525044940800
► https://twitter.com/rohangrey/status/1335280373358465026
► https://twitter.com/ronwhammond/status/1334279937767993349?s=21
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► The Pareto Principle
► Jack Ma's view of the "2-8" principle and focusing on the 80%
► Wealth distribution of Bitcoin and how it can flip the top-down social power distribution
LINKS
► https://fs.blog/2018/09/mental-model-winner-take-all/
► https://hbr.org/2017/02/ai-is-going-to-change-the-8020-rule
► https://coinmetrics.substack.com/p/coin-metrics-state-of-the-network-2d3
► https://www.coindesk.com/bitcoin-rally-2020-vs-2017
► https://bytemaster.medium.com/decentralizing-in-spite-of-pareto-principle-eda86bb8228b
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► Introducing flexUSD - the world's first natively interest bearing stablecoin
► Disrupting the borrow/lend space and making it more efficient via orderbooks
► The magic of physical delivery enabling flexUSD holders to earn perp funding through CoinFLEX repo
+ more!
LINKS
► Website: www.coinflex.com
► Telegram Group: https://t.me/coinflex_EN
► Learn more about flexUSD
► FlexUSD launch announcement
► CoinFLEX repo market launch announcement
FOLLOW OUR GUEST
Sudhu’s Telegram: @Sudhu_coinflex
Sudhu’s interview with Chat with Traders: https://chatwithtraders.com/ep-186-sudhu-arumugam/
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
Quick takeaways:
- The incumbent ABC team’s controversial funding plan proposal posed massive implications for the utility and development for BCH down the line.
- BCHN’s win over ABC preserves the decentralized nature of the BCH blockchain
- The fact that miners largely had consensus for the BCHN protocol design means that it should be a forcing function for smoother blockchain development going forward.
LINKS
►https://coin.dance/
►https://read.cash/@georgedonnelly/amaury-sechet-is-forking-bitcoin-abc-away-from-bitcoin-cash-8734adc1
►https://news.bitcoin.com/prepping-for-an-airdrop-prominent-bch-community-members-bid-bitcoin-abc-devs-farewell/
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
LINKS
https://notboring.substack.com/p/secure-the-baag
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group
We unstack:
► Emergence of information symmetric world
► First principle of financial product design
► AMM designs (Uniswap v. CoFix) + advantages of a decentralized price oracle (Nest)
► Current DeFi logic holes: pricing risk and risk management
+more!
TIMESTAMP
6:00 Credit risk and volatility risk
8:30 Information symmetric world of DeFi
12:00 Deconstructing financial structures
19:40 Fundamental problem with Uniswap
20:50 CoFix - generalized MM model
25:10 Price discovery in CeFi and DeFi
29:20 Verifying prices in Nest
36:30 Incentivising liquidity providers
38:08 Huobi DeFi Labs’ vision
43:45 Choosing not to build DeFi products in-house
46:50 Can DeFi enable financial inclusion?
LINKS
https://medium.com/@sharlyn_wu
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► DeFi cults v communities
► YFI core and the Chinese YFII community
► How FUD is spread in the Chinese retail community
► How the "Withdrawal Movement" in China is like the "Enlightenment Movement"
► Digital yuan experiment in China
+more!
TIMESTAMP
4:30 Advantage of being a crossborder venture fund
16:40 From paper governance to community-driven governance
24:00 DeFi cults v communities
28:15 YFI core and Chinese YFII community
33:00 FUD in Chinese retail community
36:00 "Withdrawal Movement" in China from centralized exchanges to DeFi (and back?)
41:30 Digital yuan experiment in China
FOLLOW OUR GUEST
@DoveyWan
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Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► Values over fixed objectives
► The investor’s Pokemon temptation
► Crypto as an "O-ring" industry & Silicon Valley state of mind
► Investment highlights: new credit primitive + on-chain auction market
+more!
TIMESTAMP
4:38 Values and fixed objectives
9:30 The Pokemon temptation
16:05 Being adaptable to long-term thesis
18:12 Forking: cannibalistic or synergistic?
22:00 Crypto as an "o-ring" industry
25:50 The WHY of crypto
33:45 Barnbridge
39:45 Bounce.Finance
42:05 NFT market
45:05 Something Santiago's over/underestimated in crypto
FOLLOW OUR GUEST
@santiagoroel
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► Market structure impact on making short and long-term investments
► Understanding token supply structure and liquidity concentration
► Evolution of “capital coordination” in crypto
► Polychain’s most successful bets
+more!
TIMESTAMP
02:21 First sell-side research on Bitcoin
05:47 Polychain’s fund structure: Hedge fund, Venture, Labs
11:30 Understanding market structure to make better trading decisions
18:20 Alternative forms of community-driven fundraising
24:00 Metrics for market analysis
30:00 Macro trends
35:17 Polychain’s most successful bets
38:03 Takeaways and lessons for new crypto analysts
FOLLOW OUR GUEST
@realsherwind
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► DeFi FUD and fundamentals
► His valuation framework for assessing tokens
► DeFiance Capital’s portfolio allocation + investment approach
► DeFi as crypto's ultimate product market fit
+ more!
TIMESTAMP
03:15 Story from the early Synthetix community
09:11 DeFi fundamentals
16:35 Effect of short-term volatility on long-term investment thesis
22:08 DeFi bull market vs ICO market craze
31:25 DeFiance Capital fund structure and portfolio allocation
39:16 Real utility of DeFi
49:42 Meaningful way VCs can support early crypto projects
51:21 Greatest risk Arthur’s taken in crypto
53:48 Arthur’s crypto Influences
FOLLOW OUR GUEST
@Arthur_0x
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Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
► Pantera's wide geographic focus investing in countries outside of the US
► Types of crypto investments in Asia that are appealing to Pantera
► Pantera's evolving thesis around payments, trading infrastructure, speculation and scalability
► The future of scalability protocols like Near, Polkadot, Solana etc...
+ more!
TIMESTAMP
6:47 Pantera's view on crypto in Asia
10:41 Early crypto applications
17:29 Pantera's evolving investment thesis
27:00 How Pantera's LPs prefer to get more exposure in crypto
37:27 Bitcoin as the first DeFi project
41:46 Maturing the DeFi space
47:50 Hardest advice to give entrepreneurs
49:40 Convictions about the future of crypto
FOLLOW OUR GUEST
► https://twitter.com/veradittakit
► https://www.veradiverdict.com/
► https://nuzzel.com/veradittakit
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
► Crazy Stories about Ethereum
► Ethereum's Gifting Culture
► Key evolutions in DeFi
► Camila's worldview on money
► Social money & $CAMI Coin
► Becoming an entrepreneur and running The DeFiant
+ more!
TIMESTAMP
05:06 Stories about Ethereum
09:10 Camila’s 64ETH gift + Ethereum's gifting culture
13:26 Onboarding to DeFi
19:25 Key evolutions in DeFi
27:20 Camila's worldview on money
32:37 Buying Dollars on the black market in Argentina
36:43 Social money + $CAMI Coin
46:14 Being an entrepreneur and running The DeFiant
FOLLOW OUR GUEST
@CamiRusso
@DefiantNews
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
► DeFi as zero-sum game
► Value accrual of DeFi tokens
► Information asymmetry between DeFi Asia vs the West
► Decentralizing the DeFi stack
TIMESTAMP
02:31 Introduction
06:00 Current space of DeFi
09:18 Siloed CeFi vs Composable DeFi
18:58 DeFi as a zero-sum game
23:49 “Meme” premium
29:20 DeFi in Asia & the West - Information asymmetry
34:04 Decentralizing the DeFi Stack
35:48 Contrarian view
FOLLOW OUR GUEST
@qwqiao
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
► Republic Protocol
► Pivot to Ren Protocol and current use cases
► Tokenizing assets on Ethereum
► KeeperDAO V1 and what to expect from V2
► Composability and ETH 2.0
+ more!
TIMESTAMP
04:37 Republic Protocol
07:36 Ren Protocol
13:31 Partnership with Acala & Polkadot
14:33 Tokenizing Bitcoin on Ethereum (and other chains)
16:04 KeeperDAO V1
19:46 What to expect from KeeperDAO V2
23:12 Composability and ETH 2.0
26:15 Taiyang’s contrarian view
27:55 Rapid fire
REN LINKS
►https://renproject.io/
►https://t.me/renproject
KEEPERDAO LINKS
►https://keeperdao.com/
►https://discord.com/invite/G9mWtTC
►https://github.com/keeperdao/docs/wiki
FOLLOW OUR GUEST
@bftzhang
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
► Bitcoin and Ethereum options flow
► Funding on leveraged exchanges
► Futures swap/spread and liquidity mining
► Alpha 5's tokenized insurance fund & the A5T governance token
+ more!
TIMESTAMP
02:14 Alpha5 founding story
09:18 Crypto options flow
19:40 Funding on leveraged exchanges
25:03 Futures swap/spread & Implied order books
29:45 Liquidity mining on CEX
32:46 Digital options
36:38 A5T governance token
52:29 Vishal’s contrarian view
55:25 Rapid fire Q&A
FOLLOW OUR GUEST
@ChainShah
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
► the world of on-chain options trading
► volatility as an asset class
► volatility pools - a new DeFi primitive?
► anatomy of a volatility pool
► uses cases for volatility pools
+ more!
TIMESTAMP
03:26 DeFi vs traditional options trading
14:09 Delta hedging strategy
24:52 Buyers and Liquidity providers in a volatility pool
28:36 Risks of a volatility pool
31:21 Anatomy of a volatility pool
34:45 Options term structure in a volatility pool
40:50 Broadening the design space for on-chain options trading
FOLLOW OUR GUEST
@Realsantos1905
@Lemniscap
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
► The evolution of automated market makers
► CFMMs and other iterations
► On-chain options trading protocols
► Categories of DeFi Token designs: Derivatives, Lending/Borrowing, AMMs, Cross-chain
+more!
TIMESTAMP
06:03 What are AMMs
07:37 CFMMs and other iterations
13:50 Mooniswap
20:29 Bancor V2
34:13 DeFi options protocols: Opyn & Hegic
44:54 Limitations of DeFi Options
50:13 DeFi token design
54:11 Aavenomics
58:10 KeeperDAO
1:03:05 Lemniscap
1:06:00 Nicola's contrarian view
1:08:30 Rapid Fire Q&A
FOLLOW OUR GUEST
Nicola Santoni: @Realsantos1905
Lemniscap: @Lemniscap
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
► Volt Capital’s investment thesis as a pre-seed equity fund
► Two of their portfolio companies: Dharma & Valiu
► DeFi capital, DeFi yield aggregators, and Bitcoin in DeFi
► The founding story behind the Chicago DeFi Alliance
► The new DeFi accelerator backed by institutional trading firms such as Jump Trading, DRW and CMT Digital + more!
TIMESTAMP
2:25 Imran's early days as an entrepreneur
5:50 Being a strategic investor and active network participant
8:26 Volt's Investment Thesis
13:58 Yield farming bringing in new users to DeFi?
18:07 DeFi Yield Aggregators
24:46 Bitcoin in DeFi
32:00 Chicago DeFi Alliance
40:00 Bitcoin's future
42:12 Rapid Fire Q&A
FOLLOW OUR GUEST
► @lmrankan
► @volt_cap
► @tokendaily
► Volt Capital: https://www.volt.capital/
► Chicago DeFi Alliance: https://chicagodefi.org/
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
►Evolution of liquidity mining from the OGs to newbies
►Impact of decentralized governance on next-generation tokenomics
►Protocols incentivizing user behavior
►DeFi funny money
►Asian v. Western DeFi projects + more!
TIMESTAMP
02:30 Introduction
03:45 Entry into DeFi
08:48 Synthetix & liquidity mining
16:00 Balancer v. Compound
18:55 Protocols incentivizing user behavior- Thorchain v. Uniswap
20:32 Thorchain's incentive pendulum
31:20 Effect of decentralized governance on tokenomics
36:24 YFI forks & token value accrual
40:44 DeFi East
44:40 Mechanism Capital
46:00 Andrew's contrarian view
47:25 Andrew's favorite funny money #Tendies
FOLLOW OUR GUEST
@rewkang
@MechanismCap
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
► How DeFi fits into Spartan’s investment thesis and the fund’s due diligence process for evaluating DeFi projects and tokens
► Yield farming 101, his observations on the different market participants involved, the risks, and what to look out for
► Are people in for the governance or the eye-popping yields?
► Base layers like Solana competing against Ethereum
► Drivers of the recent ETH and BTC rally?
► DeFi in Asia + more!
TIMESTAMP
02:38 Introduction
07:24 What is Spartan?
12:26 DeFining #DeFi
17:18 Base layer competition v. Ethereum
19:49 ETH v ETH 2.0
22:39 Synthetix and Curve
26:04 Yield Farming 101
30:33 Governance tokens
33:06 Drivers of recent ETH and BTC rally
36:34 Pricing inefficiency of low cap & low liquidity crypto
40:35 DeFi in Asia
43:18 Jason's contrarian view
44:57 Rapid fire Q&A
FOLLOW OUR GUEST
@mrjasonchoi
@theblockcrunch
Website: www.spartangroup.io
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
► Animoca’s vision for the blockchain gaming ecosystem, a burgeoning subset within a $150billion gaming industry
► The current centralized free-to-play gaming model, which he describes is a walled garden approach to gaming
► Ways open-sourced blockchain games will disrupt this model, such as offering user-generated NFTs and ultimately enabling true digital ownership of virtual assets
► Token-based incentive mechanisms of blockchain games
► Gaming in Asia
TIMESTAMP
05:55 How blockchain gaming will disrupt the current free-to-play model
08:14 The “walled-garden” state of gaming
09:55 Animoca’s gaming alliances and investments
12:09 Gameplay with non-fungible tokens (NFT)
20:35 Monetization of blockchain gaming in a $150Bn industry
29:20 Looking into the future: financial services in gaming?
35:25 Rapid fire Q&A
FOLLOW OUR GUEST
Twitter: @animocabrands
Email: jamesh@animocabrands.com
Website: www.animocabrands.com
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
We unstack:
►LedgerPrime’s view on the regulated and unregulated crypto derivatives space
►The future of Bitcoin ETFs
►DeFi yield farming and broader DeFi risks
►The role and future of stablecoins
TIMESTAMP
1:55 LedgerPrime's founding story
8:20 View on the crypto derivatives space
20:10 Bitcoin ETF and Grayscale Investment Products
23:18 WorldCover - Parametric insurance in Africa
29:23 DeFi yield and risk
33:23 Tether and the future of stablecoins
37:55 Rapid Fire Q&A
FOLLOW OUR GUEST
@ShiliangTang
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
- How does SKEW make it easy for people to visualize and consume data?
- Why is SKEW best positioned to be the Bloomberg of crypto?
- Leveraging a regulated inter dealer broker to scale
02:03 Introduction and background
04:01 Skew’s founding story
14:46 How Skew secured investors like Kleiner Perkins
17:18 How Skew’s data analytics are different from its competitors
26:42 Skew’s latest $5m funding round
30:16 Introducing skewTrade and the Kyte Brokering partnership
35:10 Emmanuel’s take on stablecoins and other crypto market trends
40:06 Rapid Fire
FOLLOW OUR GUEST
@skewdotcom
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
►Matt's work building up Coindesk’s institutional research arm
►His goal to cover research for all publicly listed crypto companies
►Why mining companies go public
►Hut8’s financial health, credit exposure, and accounting practices
+ much more!
TIMESTAMP
02:01 - Introduction and background
07:52 - Interesting crypto mining companies that have gone public
09:45 - In-depth analysis of Hut 8 Mining
27:56 - Why margins for mining manufacturers will contract
34:29 - Ebang’s public listing
38:59 - Rapid Fire: LA Edition
FOLLOW OUR GUEST
@_mattyamamoto
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: www.ambergroup.io
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►The major differences between the GPU and ASIC mining industries
►Why GPU hardware offers a more diversified revenue stream beyond mining
►How Ethereum’s switch to Proof-of-Stake (POS) may impact the business model of large scale GPU miners.
+ more!
TIMESTAMP
02:02 - Introduction and background
07:02 - EthFans origin story and how Sparkpool started
15:39 - GPU mining vs. ASIC mining
23:35 - Mining pool vs. individual miners’ mining infrastructure strategy
25:39 - Risks of operating Ethereum mining pool
27:02 - Effect of mid-March selloff on Sparkpool
28:32 - Ethereum miners’ need for financial services
32:14 - What’s next for Sparkpool
34:53 - Rapid Fire
FOLLOW OUR GUEST
www.sparkpool.com
Twitter: @sparkpool_eth
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
► Coal as the preferable energy source for miners in China
► Partnering with private vs. state-owned Chinese enterprises
► Why mining is not as profitable as some people think
+ more!
TIMESTAMP
01:56 - Introduction and background
03:32 - Kirk the Montana Miner
05:30 - Hardware procurement challenges in the U.S.
10:51 - How Kirk’s mining company was acquired
12:22 - What Kirk learned from mining in the West
16:16 - Why Chinese miners use coal power
21:47 - Private vs. public power plants in China
25:23 - Relationship with Bitcoin.com
27:05 - Community-building in crypto (and Kirk’s whiskey bar)
29:18 - Mining myths
31:29 - Rapid Fire
LINKS
www.hashhouse.pro
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: www.ambergroup.io
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►His team’s year long global search for the right mining location
►Why they ultimately chose to come back to the U.S to set up their mining facility
►Griid’s process for evaluating infrastructure partners
► Pricing mining hardware
► Why mining centralization is not a problem
► His global macro take on Bitcoin
TIMESTAMP
02:13 - Introduction and background
05:35 - Griid’s mining business model
07:52 - Process for evaluating infrastructure partners
09:24 - Hardware - pricing and procurement
12:19 - Energy - sources and sustainability
17:44 - Harry on mining centralization
22:06 - Hashrate futures market
25:02 - Harry’s global macro-take on Bitcoin
28:07 - Why you should get exposure to mining
30:04 - How Griid plans for the future
32:03 - Rapid Fire
FOLLOW OUR GUEST
Twitter: @harry_sudock
Email: harry@griid.com
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
►Mining pool business model
►The Luxor profit switching pool
►The anatomy of hashrate
►The emergence of hashrate as an asset class
►Chinese crypto exchanges and hashrate futures
+ more!
TIMESTAMP
02:29 - Introduction and background
04:16 - Mining Pool 101
08:57 - Profit Switching in Mining Pools
12:00 - Institutional Demand
13:52 - Assessing Mining Pool Risk
15:06 - Anatomy of Hashrate
15:58 - Hashprice - The Value of Hashrate
18:16 - Volatility of Hashprice
21:44 - New Mining Pools - Binance, Lubian
24:19 - Hashrate Futures Market
30:43 - Rapid Fire
FOLLOW OUR GUEST
@LuxorTechTeam
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: www.ambergroup.io
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
McAfee on Crypto: “By the end of this month, the GHOST Exchange will be up and running with the ability to cash out into fiat if you want.” (1:13)
McAfee on being a #BTC Bear: “They’re investing in all the thousands of cryptocurrencies hoping to make a quick buck rather than using them to free themselves from financial slavery.” (20:39 )
McAfee on the inception of McAfee Anti-Virus: “That was just a fluke, simply an opportunity.” (36:12)
McAfee on Canning Plans: “If you have a plan, burn it, throw it away and do something else, because what creates companies is not a plan, is not an idea.” (42:11)
FOLLOW OUR GUEST
@officialmcafee
@GhostbyMcAfee
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: www.ambergroup.io
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
In 2019, Fireblocks came out of stealth mode raising $16m from investors including Eight Roads (the proprietary investment arm of Fidelity International), Swisscom Ventures, and Tenaya Capital. By January 2020, Fireblocks announced that they were securing $9bn+ in assets and that number has now surpassed $30bn as Fireblocks continues to grow its network of 50+ institutional clients including exchanges, wallets, custodians, brokerages, and OTC desks. As the first adopter of MPC technology in Asia, Amber Group is proud to be a Fireblocks partner.
We unstack:
►Changing the narrative around custody and security
►Enabling a smoother operational experience between crypto native market participants and legacy financial institutions entering the digital asset ecosystem
►Future integrations with DeFi platforms
TIMESTAMP
6:09 Introduction to Fireblocks - the early days addressing scalability gaps
8:39 The growing Fireblocks network
12:57 Trends in the crypto capital markets
16:10 Leveraging Fireblocks for security and operational efficiency
24:29 What is MPC and the differences between MPC and Multi-sig
38:04 Fireblocks integration with decentralized finance
39:23 Fireblock’s tokenization platform
42:45 What’s next for Fireblocks in Asia
FOLLOW OUR GUEST
@FireblocksHQ
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: www.ambergroup.io
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
In Part 1, we unstack:
- The military industrial complex
- Shakespeare's "insolence of office"
- His fascination with drugs and hallucinogenics
- His early start in entrepreneurship from the age of 11, his view on crypto and open source technology.
McAfee on Politics: “I’m concerned and unless that is addressed, this isn’t going to go away, people.” (01:24)
McAfee on Hallucinogens: “The 60s were the days when if people were passing through a town and handing out a pill, we just popped it.” (15:03)
McAfee on Early Entrepreneurship: “Entrepreneur-ism is taking advantage of opportunities that lend themselves to potential money-making activity.” (20:37)
McAfee on Crypto: “It came from the people.” (25:52)
FOLLOW OUR GUEST
@officialmcafee
@GhostbyMcAfee
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: www.ambergroup.io
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
► The process of converting energy into money
► How Layer1 plans to achieve supply chain independence
► The philosophy behind mining from first principles
► Layer1’s grand vision to become a vertically-integrated, sustainable Bitcoin mining facility
+ more!
FOLLOW OUR GUEST
Twitter: @alexanderliegl
Twitter: @LAYER1OFFICIAL
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►Mining economics within the context of geography
►Variables he looks for when researching mining hot spots and sourcing electricity
►Binance’s new mining pool
►Why mining is decentralizing faster than he anticipated
+ more!
FOLLOW OUR GUEST
@MustafaYilham
@Bixinwallet
FOLLOW AMBER GROUP
Twitter: @ambergroup_io
Telegram: @AmberGroup
Email: contact@ambergroup.io
Website: www.ambergroup.io
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►Crypto in the current period of Global Monetary Inflation (GMI)
►The economics of oil and digital gold
►The mining cost curve
►Different Bitcoin valuation models such as Stock-to-flow (S2F) and the Bitcoin Energy Equivalence Model.
+ more!
FOLLOW OUR GUEST
Twitter: @BitcoinNomadic
Twitter: @MinerUpdate
minerupdate.substack.com
hi@minerupdate.com
www.minerupdate.com
adaptiveanalysis.io
adaptiveanalysis.substack.com
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
We unstack:
►Daniel's 30,000 ft. view of the mining industry
►The evolution of the crypto mining space
►The institutionalization of mining over this past year
►Why guan xi (relationship) is the key to China’s mining business
►Miners’ mentality going into the Halving
FOLLOW OUR GUEST
Twitter: @dcarmitage
Twitter: @MinerUpdate
minerupdate.substack.com
hi@minerupdate.com
www.minerupdate.com
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
With the Bitcoin Halving right around the corner, the spotlight on crypto mining is heating up. Join me as I get in front of the smartest minds in the space and unstack the bytes, sats, and hash of crypto mining.
We unstack:
►Misconceptions around risk and volatility
►Why many of the financial models from the 1960s and 70s are flawed
►How he views tail risks in the crypto markets
►Bearish views on the current global macro environment
►Can crypto become an investable asset class over time?
FOLLOW AMBER GROUP
Twitter: https://twitter.com/ambergroup_io
Email: contact@ambergroup.io
Website: https://www.ambergroup.io/
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.
We unstack:
►Trends in the crypto derivatives industry
►How Black Thursday was a catalyst for bespoke options from market participants such as miners
►Differences in crypto derivatives trading activity between Asian and Western institutional players.
+ more!
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
This week we unstack the carry trade, collateralized lending, and the futures basis trade.
DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer to buy or sell any financial products.
Crypto Unstacked Podcast covers everything from crypto finance to global macroeconomics. This week we unstack crypto market volatility, major US macro moves, and the recent Dollar funding shortage.
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DISCLOSURE
The Crypto Unstacked Podcast is meant for informational purposes only and should not be considered as financial or investment advice. Nothing expressed in this podcast should be construed as a solicitation, recommendation, endorsement or offer by Amber Group to buy or sell any financial products. Information expressed by the host or guest in this podcast does not necessarily reflect the views of Amber Group.