Episode Summary
Moving beyond last week's doom and gloom, Matt and Dr. Nick dive deep into Nick's article "Crypto: A New Hope" - exploring how blockchain technology could fundamentally transform governance, democracy, and society. From DAOs solving the subsidiarity problem to collective intelligence systems that could revolutionize decision-making, this episode charts a path from institutional decay to decentralized renewal.
[00:00] Episode intro and setting up the hopeful framework
[04:38] Banksy, censorship, and the Streisand effect in action
[11:35] Nepal's Discord revolution - the first proto-DAO government overthrow
[20:22] Complexity theory and why governance systems can't handle interconnected world
[32:50] The subsidiarity principle - why power should be local
[39:36] Against Elections - why democratic structures are failing
[46:13] DAOs as tools for community empowerment and local governance
[55:15] Collective intelligence systems - getting domain expertise to decision makers
[1:07:30] Energy policy failures and the Ed Miliband problem
[1:18:45] Decentralized capital formation - bringing back the ICO dream
[1:28:32] Futarchy and prediction markets as governance mechanisms
[1:35:47] Oracles and decentralized sources of truth
[1:42:15] The path forward - avoiding authoritarian capture
Referenced Article
Crypto: A New Hope - Dr. Nick's comprehensive piece on how blockchain technology could solve systemic governance failures and restore democratic legitimacy.
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After a summer hiatus, Matt and Dr. Nick return to break down the crypto landscape. From Bitcoin's new all-time highs to Ethereum's institutional embrace, Trump's DeFi ventures to the rise of Digital Asset Trading companies - this episode covers the seismic shifts happening in crypto markets and beyond.
In this episode of Crypto Market Watch, hosts Matt and Dr. Nick discuss the current state of the crypto market, focusing on Bitcoin's resilience amidst global turmoil, Ethereum's evolving landscape, and Solana's professionalization. They delve into economic security as a central theme in crypto discussions and share insights from recent conferences, highlighting the divide between crypto cultures and the maturation of the hacker community. The conversation emphasizes the growing optimism in the crypto space despite potential market volatility and the shift towards mainstream adoption.
Matt and Dr. Nick discuss the latest developments in the crypto market, including Bitcoin's approach to new all-time highs, Ethereum's impressive week, and the growing institutionalisation of the crypto space. They analyse recent regulatory developments, critique the UK's approach to crypto, and examine controversial projects like WorldCoin and Movement.
Looking Ahead
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Episode Summary
Matt and Dr. Nick review Bitcoin's impressive recovery from April lows, now approaching $96K with potential for new all-time highs. They discuss Ethereum's apparent pivot back to L1 scaling, challenging its previous rollup-centric approach, while competition with Solana intensifies. The hosts analyze global market recovery following Trump's temporary pause on tariff threats, explore UK's contradictory crypto regulations, and examine how politics is increasingly driven by business interests rather than traditional governance. The episode concludes with reflections on AI's potential impact on society and radicalization.
___
Chapters
00:00 Weather and Its Impact on Daily Life
02:51 Current State of the Crypto Market
05:55 Class Structure and Economic Perspectives in the UK
08:50 Bitcoin's Market Dynamics and Future Predictions
11:52 Bitcoin's Technological Evolution and Community Debates
23:52 Ethereum's Scaling Challenges and Future Directions
30:41 Corporate Influence in Crypto: The Case of Base and Coinbase
32:20 Ethereum vs. Solana: The Competitive Landscape
34:10 The Challenges of Pluralism in Ethereum Governance
36:45 Scaling Solutions: Ethereum's Response to Solana
39:08 Vitalik Buterin: The Double-Edged Sword of Influence
40:25 ETF Developments: Solana's Potential
42:19 Market Dynamics: Ethereum's Positioning and Strategy
45:39 Radium's New Launch: A Response to Market Needs
49:32 The S&P 500: Market Recovery and Volatility
55:29 Inflation Trends and Economic Indicators
01:02:28 The Trump Effect: Geopolitical Shifts and Alliances
01:03:34 The Trump Effect on Global Politics
01:06:09 National Identity and Political Polarization
01:09:14 The Business of Politics
01:11:51 The Disconnect from Political Discourse
01:13:38 Crypto Developments and Regulatory Challenges
01:20:14 The Future of Tokens and Market Dynamics
01:28:32 AI's Influence on Society and Politics
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Episode Summary
In this episode of Crypto Market Watch, hosts Matt and Dr. Nick dive into the current state of the cryptocurrency market, focusing on Bitcoin, Ethereum, and Solana. They analyze recent price movements, discuss the challenges facing Ethereum's rollup thesis, explore Vitalik's proposal to change Ethereum's execution environment to RISC-V, and examine the latest trends in content coins on Base.
Chapters
00:00 Introduction and Market Overview
02:58 Market Rebound and Bitcoin's Performance
06:00 Volatility and Trading Dynamics
09:02 Bitcoin vs. Stock Market Dynamics
11:59 Gold's Performance and Economic Stability
15:02 Derealization of Market Values
18:03 Bitcoin's Resilience and Future Potential
20:52 Ethereum's Challenges and Market Sentiment
25:53 The Rise and Fall of Layer 2 Solutions
32:01 Ethereum's Market Position and Product Fit
39:49 Challenges of the Roll-Up Thesis
41:39 The Shift to RISC-V in Ethereum's Ecosystem
56:37 Comparing Ethereum and Solana's Philosophies
57:01 The Challenge of Upgrades in Ethereum
58:19 Ossification and Its Implications for Development
59:48 Ethereum's Unique Position in a Sea of Alternatives
01:01:03 Market Dynamics: Solana vs. Ethereum
01:04:02 The Evolution of Tokenization and Meme Coins
01:11:08 The Rise of Creator Coins and Their Impact
01:19:29 The Future of Tokenization: Opportunities and Risks
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In this episode, Matt and Dr. Nick dive deep into the recent market turbulence triggered by Trump's tariff announcements, examining how the global economy is being restructured almost overnight. They discuss the crypto market's reaction, the escalating US-China trade war, rare earth elements as strategic resources, and the potential consequences for global markets, including the possibility of recession and renewed quantitative easing.
___
Chapters
00:00 Introduction and Chaos in Life
02:59 The Current State of Crypto Markets
06:10 Decoupling of Crypto from Traditional Markets
09:06 Market Dynamics and Institutional Influence
12:10 Bear Market Scenarios and Bitcoin's Future
15:05 The Role of Retail Investors in Crypto
17:54 The Impact of New Projects and Market Structure
21:03 The Future of Crypto and Regulatory Landscape
23:56 Market Sentiment and Economic Indicators
27:14 The Influence of Global Events on Markets
30:00 Conclusion and Future Outlook
39:09 Economic Struggles and Market Reactions
41:43 The Impact of Retirement Savings on Mental Health
42:27 Commodities and Market Trends
46:05 Global Trade Dynamics and Aid Disbandment
49:48 US Recession Risks and Economic Uncertainty
53:00 Rare Earth Elements and Global Power Shifts
01:01:55 The Future of Global Trade and Technology
01:12:30 Understanding the Bond Market Dynamics
01:15:01 Geopolitical Tensions and Market Reactions
01:18:02 Trump's Economic Strategies and Market Impact
01:20:00 The Future of the US Economy and Political Landscape
01:24:05 Michael Saylor and Bitcoin's Market Position
01:32:07 The State of Crypto and DAO Governance
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In this episode, Matt Haynes and Dr. Nick break down Trump's radical new tariff policy that has turned the global economic order upside down. They analyze what Trump's "Art of the Deal" approach means for international trade, which countries are most affected, and how these economic power plays may reshape alliances. The hosts also explore crypto's surprisingly stable reaction to the economic uncertainty and touch on some interesting stories including the 23andMe acquisition talks and Elon Musk's X/xAI maneuvers.
Chapters
00:00 Introduction to the Crypto Market Watch
01:31 The Art of the Deal and Economic Strategy
02:30 Market Reactions and Economic Turmoil
05:59 Trump's Tariff Announcement and Its Implications
12:07 Understanding Tariffs and Trade Deficits
17:51 The New World Order in Trade
23:50 The Game of Tariffs and Economic Leverage
30:05 The Future of Global Trade and Economic Stability
40:24 The Rise of Authoritarianism Post-COVID
41:47 Emergency Powers and Economic Turbulence
43:40 Unpredictable Outcomes in Complex Systems
45:53 The New Economic Paradigm
48:50 Negotiation Games and Global Trade Dynamics
51:53 The UK’s Position in Global Trade
55:20 The Bargaining Table: Choices and Consequences
57:38 Game Theory and Global Alliances
01:00:08 The Cult of Personality in Politics
01:02:51 The Future of American Industry
01:06:22 Crypto and Data Privacy Concerns
01:10:47 The Meme Economy and Celebrity Scams
01:14:46 Elon Musk and the Future of AI
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In this episode, the hosts discuss the current state of the cryptocurrency market, focusing on Bitcoin and Ethereum. They explore the emotional and psychological aspects of engaging with crypto, the impact of social media on public perception, and the ongoing trends in market behavior. The conversation delves into the differences between Bitcoin and Ethereum, highlighting their respective roles in the financial ecosystem and the implications for future investments. In this conversation, the speakers delve into the current state of Ethereum and its market dynamics, discussing the perception of Ethereum as a commodity and its implications for the blockchain ecosystem. They explore the fragmentation of Web 3, the challenges of building decentralized applications, and the future of social networks in a decentralized world. The discussion also touches on market trends, economic influences on crypto, and the impact of regulatory changes. Finally, they address governance challenges in prediction markets, highlighting the complexities of creating reliable systems in the crypto space. In this conversation, the speakers discuss the significant decline in crypto valuations, the rise of stablecoins and their regulatory implications, the increasing financial surveillance in the EU, and the economic challenges facing the UK, including wealth disparity and the impact of potential wealth taxes. They also explore the role of AI in financial transactions and the political climate's effect on wealth accumulation and distribution.
Chapters
00:00 Introduction to the Crypto Market Landscape
14:40 Current Market Trends and Analysis
26:50 The Future of Bitcoin and Ethereum
27:12 Ethereum's Market Dynamics and Perception
29:10 The Fragmentation of Blockchain Ecosystems
30:34 Web 3: The Promise and Reality
31:14 The Need for Better Social Networks
33:28 The Economic Paradigm Shift in Crypto
35:50 The Current State of Solana and Meme Coins
37:17 Market Exhaustion and Future Predictions
38:40 Impact of Economic Policies on Crypto
40:07 Critical Levels in the S&P and Crypto
42:19 Rational Pricing in Crypto Markets
44:00 Trump's Influence on Crypto and Markets
50:05 Governance Issues in Prediction Markets
54:35 The Oracle Problem in Crypto
58:14 The Downfall of Crypto Valuations
01:00:02 The Rise of Stablecoins and Regulatory Impacts
01:02:59 The Future of Financial Surveillance and Cash Restrictions
01:05:53 The UK’s Economic Landscape and Wealth Distribution
01:12:14 The Political Climate and Its Effects on Wealth
01:18:02 The Consequences of Wealth Taxes and Capital Flight
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In this episode of Crypto Market Watch, hosts Matt Haynes and Dr. Nick discuss the current state of the crypto market, focusing on Bitcoin and Ethereum's performance, the impact of institutional investment, and the role of leverage in trading. They explore the uncertainty surrounding market trends, the future of Ethereum and Layer 2 solutions, and the implications of recent regulatory developments. The conversation also touches on Solana's position in the market and the potential risks associated with upcoming market predictions. The hosts conclude with thoughts on the evolving landscape of cryptocurrency and the importance of adapting to market conditions.
Timestamps:
Timestamps:
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In this episode of Crypto Market Watch, hosts Matt Haynes and Dr. Nick discuss the current state of the cryptocurrency market, exploring themes such as market cycles, the impact of new investors, and the performance of major cryptocurrencies like Bitcoin, Ethereum, and Solana. They also delve into the implications of recent events, including the launch of the Move blockchain and NIM's privacy technology, while emphasizing the importance of privacy in the digital age.
Chapters
00:00 Introduction and Market Overview
03:12 The Concept of Cycles in Crypto
06:01 Market Dynamics and Investor Behavior
09:08 Current State of Bitcoin
11:47 Ethereum's Performance and Challenges
14:50 Solana's Market Position
18:07 Meta Influences on Crypto Markets
38:54 The Changing Landscape of Tesla and Its Customers
40:56 The Absurdity of Boycotting and Late Stage Capitalism
43:49 Market Volatility and the Future of Capitalism
46:53 The Impact of Tariffs on the Economy
47:47 The Rise of IPOs in the Crypto Space
49:59 Community Governance in Crypto Exchanges
51:13 Bolivia's Financial Crisis and Its Implications
57:43 Solana's Governance Vote and Network Economics
01:03:42 The Launch of Move Blockchain and Its Reception
01:06:33 Nim's Privacy Technology and Its Importance
01:12:44 The Need for Privacy in the Digital Age
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Welcome to another mind-bending episode of Crypto Market Watch, where we cut through the noise and dive deep into the wild world of cryptocurrency. In a week that feels like a rollercoaster designed by crypto degens and political insiders, hosts Matt Haynes and Dr. Nick unpack the most jaw-dropping market movements, insider trading allegations, and fundamental shifts in the crypto ecosystem.
This isn't your typical financial podcast. We're here to expose the raw, unfiltered reality of markets that move faster than light and decisions that can add or erase billions in market cap overnight. Buckle up for an un-sugar-coated journey through the intersection of technology, finance, and pure chaos.
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Join Matt Haynes and Dr. Nick for a comprehensive analysis of the crypto market's dramatic week. The duo explores Bitcoin's sharp correction, Solana's bleeding, and the massive Bybit hack—the largest theft in history. They also discuss the changing political landscape in Europe, AI surveillance concerns, and how these global events are affecting crypto markets.Chapters
00:00 Introduction and Technical Difficulties
02:46 Current State of the UK and Global Tensions
06:10 Crypto Events and Community Dynamics
09:04 The State of the Crypto Market
13:51 Bitcoin and Market Trends
19:44 Ethereum's Performance and Market Sentiment
35:10 The Bybit Hack and Security Concerns
42:30 The Assumptions of Security in Crypto
44:54 Game Theory and the Role of Hackers
48:09 Red Teaming and Security Practices
50:59 Challenging Assumptions in Crypto
53:50 Market Dynamics and Degen Behavior
56:48 The State of Solana and Market Reactions
01:00:10 Regulatory Changes and Their Impact on Crypto
01:03:09 The Future of Governance in Crypto
01:24:27 Governance and Procurement Challenges
01:27:19 The Dangers of Free AI Services
01:30:28 The State of Crypto and Scams
01:32:52 The Future of Work and AI Surveillance
01:36:55 The Impact of AI on Employment
01:41:02 Surveillance and Privacy Concerns
01:48:21 Cultural Extremism and Freedom of Speech
01:52:02 Political Shifts in Europe
01:58:40 The Collapse of Truth in Society
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"PEAK OF MAX SCAM" - where professional pump artists meet presidential memes, and the crypto casino reaches new heights of absurdity. Join Matt Haynes and Dr Nick as they navigate through Solana's wild ride, the Libra token fiasco that shocked the markets, and why token launches are getting weirder by the day. From White House Twitter going full degen to nation-state rugs, this is the episode where we discover that maybe the idiots really are winning. Welcome to The Crypto Market Watch.
Episode Timestamps:
00:00 - Intro and market overview
01:42 - Solana analysis and recent developments
14:23 - The Libra token fiasco and presidential meme coins
29:37 - Launch Watch: Kaito & Yaps discussion
43:52 - Meta Watch: White House social media evolution
55:16 - PI Network launch controversy
1:00:40 - AR.IO and Arweave ecosystem updates
1:04:12 - Monad testnet launch
1:18:46 - Wrap-up
Key Topics Covered:
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📡 Your weekly deep dive into crypto markets, macro trends, and the intersection of technology and finance. Join Matt Haynes and Dr. Nick as they break down the most important market movements and analyze the forces shaping the future of digital assets.
🎯 This Week's Focus: From Bitcoin's consolidation above 90k to the transformation of market dynamics, we explore why sentiment feels bearish despite strong fundamentals. Plus, deep dives into recent protocol launches, Meta's remarkable stock performance, and the evolving regulatory landscape.
⚡ Key Topics:
[00:00] - Introduction and market sentiment overview
[04:30] - Deep dive into regulatory environment
[12:45] - Market Analysis: The Big Three
[24:15] - Macro Analysis
[35:30] - Meta Stock Analysis
[42:15] - Recent Protocol Launches
[50:45] - Scams of the Week
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In this rollercoaster episode of Crypto Market Watch, Matt Haynes and Dr. Nick dissect the most turbulent week in crypto of 2025 so far, featuring Ethereum's epic liquidation cascade and Trump's unprecedented moves in DeFi. From market structure concerns to the evolution of meme coins, the hosts explore how traditional market dynamics are being reshaped in real-time.
Key Timestamps:[00:00] - Intro and market analogies[03:45] - Trump's impact on global markets and tariffs[15:20] - S&P 500 analysis and potential drawdown risks[22:30] - The great ETH liquidation event[31:15] - Solana's emergence as a major player[38:40] - Token launches and meme coin dynamics[45:50] - AI market impact and future outlook
Contains frank discussion about market risks, liquidations, and the current state of crypto markets. Join the hosts as they navigate through what Dr. Nick describes as "volatility incoming, it's all over the place. No one can predict what's happening."
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In this explosive episode of Crypto Market Watch, Matt Haynes and Dr. Nick dive into what might be the most surreal week in crypto history. After Bitcoin hit a new ATH of $109,000, the crypto world was rocked by unprecedented events as Trump and Melania launched meme coins on Solana, creating an $80 billion valuation out of thin air. The hosts explore how we've entered what they call "a new plane of absurdity," where traditional market signals no longer apply and the very nature of value is being questioned.
From Ethereum's identity crisis to Solana's rising dominance in the meme coin ecosystem, this must-listen episode captures a pivotal moment in crypto markets where the lines between legitimacy and memes have completely disappeared. As Dr. Nick puts it, "We live in the terminally online financialized circus of the apocalypse."
Contains frank discussion about market risks and the current state of crypto markets. Listen now to understand why the hosts believe we're witnessing not just a market cycle, but a fundamental shift in how value is created and perceived in the digital age.
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🎙️ Crypto Market Watch with Matt Haynes & Dr. Nick
Join Matt and Nick for an engaging discussion on the latest crypto market movements and trends. In this episode:
Bitcoin's journey from 102K to 93K - analysing the 9% drop and what it means for the market
The evolution from "Goblin Town" to current market dynamics
Deep dive into Ethereum's performance and structural challenges
Solana's remarkable journey from $9 to $200+ and the impact of FTX settlements
Discussion on emerging trends including AI tokens and meme coins
Analysis of market concentration risks with Michael Saylor's Bitcoin holdings
Special focus on new projects and token launches including Sonic and Idriss
Perfect for both crypto veterans and newcomers looking to understand the current state of the market.
Note: This podcast is for informational purposes only and not financial advice.
Duration: [35 Minutes]
Release Date: [13.01.25]
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In this insightful episode, hosts Matt Haynes and Dr. Nick dive into their predictions for the crypto market in 2025. Their discussion covers everything from institutional adoption to emerging trends in DeFi, NFTs, and AI integration.
Matt's Prediction Thread: https://x.com/ExUnico/status/1878781334065402259
2024 Predictions Review Episode:
https://open.spotify.com/episode/3zfPeAsWe1Rgl0bTqsMSJM?si=l4wdb1tDRUu6LSOX6X5QhA
Key Topics & Timestamps:
[00:00] - Introduction and 2024 review reflection
[03:15] - BRICS nations and strategic Bitcoin reserves
Discussion of potential first-mover advantage
Analysis of US regulatory stance
DOJ Bitcoin holdings implications
[08:45] - Ethereum's comeback predictions
Market sentiment analysis
Technical roadmap discussion
Comparison with competing L1s
[15:30] - Trump's influence on crypto markets
Potential market impacts
Discussion of regulatory implications
Analysis of political dynamics
[24:20] - L2s and ecosystem evolution
Analysis of rollup-centric roadmap
Discussion of fee dynamics
Examination of user adoption trends
[32:45] - NFT market predictions
Analysis of previous cycle dynamics
Discussion of market sentiment
Future use case speculation
[41:15] - ICO renaissance
Community-focused token sales
Changing VC dynamics
Market structure analysis
[48:30] - AI integration in crypto
Discussion of potential risks
Analysis of technological convergence
Market implications
[55:00] - Closing thoughts and market outlook
The hosts provide contrasting perspectives, with Matt offering practical market insights while Nick delivers deeper technical analysis. Their predictions range from conservative market movements to potentially transformative shifts in the crypto landscape.
Whether you're a seasoned crypto investor or new to the space, this episode offers valuable insights into what might shape the crypto markets in 2025.
Duration: 58:45
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🎙️ Crypto Market Watch - 2024 Predictions Review with Dr Nick & Matt Haynes
Show Description:
In this reunion episode of Crypto Market Watch, hosts Matt Haynes and Dr Nick reunite to review Dr Nick's crypto predictions for 2024, analysing the evolving market landscape with their characteristic blend of technical insight and market wisdom. Through a comprehensive examination of Dr Nick's prediction thread, they explore key themes including blockchain geopolitics, the rise of contender chains, and the intersection of AI with crypto.
🔗 Link to prediction thread:
https://x.com/DrNickA/status/1741044953671725169
⌚ Timestamps:
00:00 - Introduction and catching up03:45 - Ethereum losing narrative dominance09:30 - Consumer app renaissance & File Verse discussion15:20 - The Dark Forest gets darker21:35 - Protocol gating and Trump ICO analysis26:40 - Contender chains and Solana's performance32:15 - Reputation systems and points meta37:50 - The year of crypto and AI43:20 - L2 security concerns and centralisation48:30 - Blast and hyper degeneracy53:15 - DAOs and community governance57:40 - Blockchain geopolitics and nation-state adoption01:01:30 - Election insanity and crypto's role01:04:45 - Bull market predictions and wrap-up
Keywords: Crypto predictions 2024, Ethereum, Solana, blockchain technology, cryptocurrency market analysis, AI in crypto, DAO development, market trends, Dr Nick, Matt Haynes
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In this exciting episode of The Crypto Market Watch, we dive deep into the latest developments and controversies surrounding the crypto world. Here's a rundown of the topics we cover in this episode:
Intro (00:00 - 03:14)
WorldCoin: The Controversial Project (03:15 - 12:43)
Regulatory Crackdowns on Binance and Coinbase (12:44 - 24:21)
Disney Backs Out of the Metaverse (24:22 - 33:18)
The UK's Role in Web3 and Crypto (33:19 - 42:03)
Brainstorming the Episode Name (42:04 - 45:30)
Outro (45:31 - 47:08)
Be sure to tune in for this in-depth discussion of the latest happenings in the world of cryptocurrency, and join our community on Discord, Telegram, and Twitter to share your thoughts and opinions on these critical topics!
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In this week's episode of The Crypto Market Watch, hosts Marsh Frost and Dr. Nick discuss the recent collapse of Silvergate and Silicon Valley Bank, which sent shockwaves through the global markets, particularly in the crypto industry. They delve into the impact of these events on stablecoins like DAI and USDC, as well as the potential consequences for both traditional and decentralized finance. They also ponder whether the instability in the banking sector can be blamed on the crypto industry or if it's a symptom of larger issues in the world of finance.
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This week, Dr Nick and Marsh Frost talk about the anatomy of Ponzis and how they could lead to the future of finance…
Show Notes:
Resources:
Charles Ponzi - Wikipedia
Rug of the week:
dForce Network - REKT
News:
Socials:Dr Nicks Twitterfinance.vote
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In Episode #17, Dr Nick and Marsh Frost discuss the concept of Midcurving. Dr Nick and Marsh Frost frequently refer to making Midcurve decisions in Crypto. In this episode, we dive deeper into what Midcurve is and why all is not lost if you are a serial midcurver.
Show Notes:
Midcurve memes:A midcurve meme made by Marsh Frost: https://imgflip.com/i/7b4wzo
Resources:https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1134845/CBDC_WEB_PDF_-_7_FEB_2023_1130am.pdf
https://www.bankofengland.co.uk/-/media/boe/files/paper/2023/the-digital-pound-technology-working-paper.pdf
Rug of the week:
BonqDAO - REKT
News:
https://twitter.com/functi0nZer0/status/1623242412242894849
Contentious Uniswap Vote Highlights the Opaqueness of Decentralized Governance
Will the SEC Convince a Court It’s Right to Label These Tokens as Securities?
https://www.coindesk.com/business/2023/02/08/binance-is-organizing-a-consortium-to-try-to-rebuild-trust-in-crypto-source/
Unpacking India's CBDC Pilots as Country Prepares for Digital Rupee
Craig Wright Loses Bitcoin Copyright Claim in UK Court Socials:Dr Nicks Twitterfinance.vote
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In Episode #16, Dr Nick and Marsh Frost don their laser eyes and pull back the curtains on Bitcoin and deep dive into the pioneering technology. Jpegs (NFTs) on bitcoin is a new utilisation of the protocol, and we address the buzz around ordinals head-on.
Resources:
http://mempool.me/
Bitcoin Podcast:
Citadel Dispatch - Actionable Bitcoin Discussion
Rug of the week:Shredded Apes LP drained, 78M tokens liquidated
News:
The UK Sets out Its Plans for Becoming a Global Crypto Hub
$588M worth of unlocks scheduled for February
Court-appointed examiner confirms Celsius operated as a Ponzi
Birkin vs. MetaBirkin, what one case heading to trial today may mean for the future of Web3
Bitcoin premium in Nigeria tops 164% amid demonetization
North Korean hackers try to launder $27M in ETH from Harmony bridge attack
https://finbold.com/european-investment-bank-issues-first-ever-sterling-pound-digital-bond-on-blockchain/
Socials:Dr Nicks Twitterfinance.vote
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Dr Nick and Marsh Frost discuss Dr Nick's Crypto predictions for 2023.
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In this episode, Dr Nick and Marsh Frost reviewed Dr Nick's predictions for last year (2022).
Marsh and Dr Nick go through each prediction and see how on the money Dr Nick is with each prediction.
The Tweet thread under discussion:
drnick (anti-crypto arc) 🗳️² on Twitter: "Happy New Year! Will be dropping some crypto narrative predictions for 2022 throughout the day. 👇" / Twitter
Some of the predictions:
And more…
Socials:
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Dr Nick and Marsh Frost talk about NFTs. We discuss the technologies future and what the "Trump Digital Playing Cards" means for NFTs. During the second half of the show, Dr Nick and Marsh go through 2022 major news events, how they impacted Crypto, and how the 2022 dominoes lined up.
Socials:
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Dr Nick and Marsh Frost talk about CBDCs, why they are important, and what they represent. Our apologies for the abrupt ending of this episode. We hope you enjoyed the conversation.
Dr Nick talks through his thesis framework: Dawn of Persmissioned Money.
Thesis framework - Dawn of Persmissioned Money
CBDC Tracker:
Central Bank Digital Currency Tracker - Atlantic Council
News:
Indonesian Central Bank explores CBDC to ‘future proof' monetary policy | Kitco News
India's Bankers Unimpressed With Digital Rupee | PYMNTS.com
Tornado Cash Developer Alexey Pertsev to Remain in Jail Until at Least Late Februrary
Socials:
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Dr Nick and Marsh Frost are joined by special guest, Charlie Apthorp of Athena Labs.
This week, they go through one of Dr Nick's tweets, where he asked the following: “What are the things you hate about this industry?”
We go through the best responses and get critical of the crypto industry and lean into Dr Nick's Anti-Crypto Arc.
Show notes:
Dr Nicks Tweet
What are the things you hate about this industry?
Responses
Further Reading
Beyond Blame - Boston Review - By Barbara H. Fried
News
Amazon Beats Apple For Rights To Produce Series About The FTX Disaster
Socials:Dr Nicks Twitterfinance.vote www
Athena Labs
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Dr Nick and Marsh Frost discuss the ongoing collapse of FTX and Almeida Research and what it means for Crypto.
We cover cults, drugs, politics, ponzis, power and more. This is a great primer for the crypto-curious who are interested in the collapse of FTX.
Important FTX tweet threads:
Outro song:
Song - Sam, Gary, Caroline and Glenn
https://twitter.com/songadaymann/status/1592963492713492481
SBF Insights
Visualized: FTX's Leaked Balance Sheet
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In Episode 9 of TCMW, Dr Nick and Marsh Frost discuss one of the most common yet least nuanced negative Crypto events, a Rug Pull.
Dr Nick will provide a framework on how to think about Rug Pulls and how to avoid them. Or if you absolutely positively have to buy the meme token, what you are looking for in a Project so you can better anticipate what style of Rug pull may be on the horizon.
The Show:
What is a Rug pull?
What are the types of Rug pulls?
Most Basic Rug - The exit scam
The Classic Rug - LP tokens yanked
The Token Rug - Dumped supply
The Slow Rug - Bleed out the value slowly by dumping supply or removing LPs.
The Sly Rug - We’ve been “hacked”
The Pump and Rug - Liquid supply on launch, pumped through a low float AMM.
The Insider Rug - The supply is actually cornered by insiders and the only way is down.
The Algorithmic Rug - Automate the rug stack and deploy relentlessly.
The Rug Sandwich - The sandwich attack
The Dust Rug - You have been dust attacked with Tornado ETH
The Bacon Rug - You are X hops away from tornado cash you are rugged.
The DAO Rug - You invested in a DAO and they have decided you are unworthy of your tokens e.g. Merit Circle
The Vapour Rug - It’s all whitepaper and dreams and that’s it. The insiders know this and get out before you.
The Inu Rug - Elon has tweeted and it’s time to buy the meme coin.
The Wrapped Token Rug - You’re happily playing around on a chain using ether which is not ether. The bridge is rugged.
The Rebase Rug - You’re inflated away to zero, one way or another.
“Everything that can be rugged, will be rugged”
News:Musk’s Twitter Reforms Could ‘Damage The Blue Check's Anti-Scam Role’: Ethereum Founder Vitalik Buterin - Decrypt
Referenced information and further reading:Dr Nick's Thread on Uni Swap Rug PullsSocials:finance.vote site
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In Episode 8 of TCMW, Dr Nick and Marsh Frost discuss one of the spiciest, meme-worthy topics, Crypto Regulations. It's a complex topic with wide-reaching, long-lasting implications that has the ability to polarise the Crypto-sphere, like no other. It’s time to get spicy…
The Show:
1/ The DMZ (Decentralised Metaverse Zone)
2/ Regulate the Off-Ramps
3/ Regulate marketing
4/ Free Market Self-Regulation
5/ Progressive Supportive Regulation
6/ Oi, ya got a liocence for that!
7/ World Police
8/ Drop the Ban Hammer
News :
The Block: Hong Kong plans to legalize retail crypto trading: Bloomberg
The Block: Australian regulators sue crypto asset company that claimed it was regulated
The Block: Sam Bankman-Fried elaborates on DCCPA, but not everyone is buying it
Powell Strikes Conciliatory Tone on DeFi - The Defiant
https://decrypt.co/113052/crypto-exchange-binance-confirms-500m-investment-musks-twitter-takeover
Referenced information and further reading:Dr Nicks Thread on Crypto RegulationSocials:finance.vote site
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In Episode 8 of TCMW, Dr Nick and Marsh Frost discuss one of the spiciest, meme-worthy topics, Crypto Regulations. It's a complex topic with wide-reaching, long-lasting implications that has the ability to polarise the Crypto-sphere, like no other. It’s time to get spicy…
The Show:
1/ The DMZ (Decentralised Metaverse Zone)
2/ Regulate the Off-Ramps
3/ Regulate marketing
4/ Free Market Self-Regulation
5/ Progressive Supportive Regulation
6/ Oi, ya got a liocence for that!
7/ World Police
8/ Drop the Ban Hammer
News :
The Block: Hong Kong plans to legalize retail crypto trading: Bloomberg
The Block: Australian regulators sue crypto asset company that claimed it was regulated
The Block: Sam Bankman-Fried elaborates on DCCPA, but not everyone is buying it
Powell Strikes Conciliatory Tone on DeFi - The Defiant
https://decrypt.co/113052/crypto-exchange-binance-confirms-500m-investment-musks-twitter-takeover
Referenced information and further reading:Dr Nicks Thread on Crypto RegulationSocials:finance.vote site
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This week, Marsh Frost & Dr Nick discuss “Token Economics”. Nick and Marsh discuss one of the most important cornerstones of all Crypto/web3 projects, token economics.
The Show:
News :
Mango Markets - REKT
Aptos Ruffles Feathers As It Enters Crowded Layer 1 Race - The Defiant
Vitalik Tweet Spurs Flurry Of Meme Coins - The DefiantSocials:
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This week, Marsh Frost & Dr Nick discuss “The Metaverse”. Nick and Marsh discuss the existential question around what the Metaverse is and then they deep dive into the nascent area.
So be prepared to go meta…
The Show:
The Metaverse Value Chain -
The Metaverse Value Chain by Jon Radof
News :
Kim Kardashian pays $1.26m over crypto 'pump and dump' - BBC News
The European Council passes MiCA, EU’s comprehensive crypto regulation
What Ripple's Latest Win Means for Its Ongoing Fight With the SEC
Rug of the week:Massive Binance Bridge HackReferenced information and further reading:The Metaverse Value-Chain by Jon RadofSocials:
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This week, Marsh Frost & Dr Nick discuss “What is a Real DAO?”. Nick and Marsh go down the rabbit on a nascent and nebulous area and attempt to put some flesh on the bone on what is and what is not a DAO (Decentralised Autonomous Organisation).
News :
Referenced information and further reading:
Socials:
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This week, Marsh Frost & Dr Nick discuss why Crypto and Web3 are different. We will deep dive into their history, what each of them represents, their differences and some use cases.
Crypto vs web3
Crypto
web3
News :
Wintermute - REKT 2
The Merge has happened
South Korean Court Issues Arrest Warrant for Terra Co-Founder Do Kwon
Referenced information and further reading:
A16z - web3 thesis
https://bills.parliament.uk/bills/3137
Online Safety Bill
Vitalik - Corps vs DAOs
Socials
Competition:Win an ETH ID (3 in total)
https://app.fyre.hypersign.id/form/win-a-finance-vote-ethereum-nft The Crypto Market Watch Suggestion box is open:
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This week, Marsh Frost & Dr Nick discuss the ins and outs of Soul Bound Tokens. We also go into the token economics and game mechanics of finance.vote, the play to earn prediction market.
SBT:
FVT:
Competition:
Win an ETH ID (3 in total)
Follow-up reading:
http://finance.vote - Predict To Earn
E. Glen Weyl, Puja Ohlhaver, Vitalik Buterin
Decentralized Society: Finding Web3's Soul
Dr Nick Almond
The Good, The Bad and The Horrifyingly Dystopian
Kevin Werbach
The Blockchain and the New Architecture of Trust
this week, Marsh Frost and Dr Nick talk deep dive into Ethereum, The Merge and Prediction Markets
Ethereum
Merge
Prediction Markets
Books / Papers recommended by Dr Nick:
News
https://thedefiant.io/sui-raises-300m
Terra Launches Second LUNA Airdrop to Repay Holders - The Defiant
https://thedefiant.io/binance-stablecoin-delisting
https://thedefiant.io/lg-smart-tv-nft-marketplace
https://thedefiant.io/coinbase-tornado-lawsuit
In this inaugural episode, Dr Nick and Marsh Frost discuss DAOs and Maker DAO.+
Apologies for some of the sound issues in this recording, we are using new equipment in a new set-up, and it will take us a little time to figure it out, but we will work on perfecting this.
DAOs:
MakerDAO:
Markets Watch :
The Podcast is created by finance.vote