No BTC, No Ethereum Killers: Activist Investing in Crypto - Vance Spencer (Framework Ventures), Ep. 93
Play • 1 hr 2 min

I'm thrilled to be joined by Vance Spencer (@iam__vance) from Framework Ventures, an activist crypto fund bullish on DeFi and governance. I enjoyed Vance's no-holds-barred takes, and we discussed:

  • Why Framework doesn't hold BTC
  • The case against Ethereum killers
  • Speculation as a use case: Chainlink, Synthetix
  • The new winners in the crypto fund space

Host: Jason Choi (@MrJasonChoi). If you enjoyed the show, consider tipping! This show is not financial advice.

  • BTC: 3EFSLnPpme6Lo6DynN1bVV9owooueFvEmJ
  • ETH: 0xdec40AA30B9C562aB4b839529BfC290C1B5Da61E




"LEMMiNO - Infinity [Chill]" is released under a Creative Commons license (BY-SA) 4.0 Music provided by BreakingCopyright:

Disclaimer: Jason Choi is an investor at Spartan Capital, the hedge fund arm of The Spartan Group. All opinions expressed by Jason and podcast guests are solely their own opinions and do not reflect the opinion of The Spartan Group and any of its subsidiaries and personnel. This podcast is for information purposes only and should not be relied upon as a basis for investment decisions. 

The Delphi Podcast
The Delphi Podcast
Tom Shaughnessy
Aave: The Road to a Crypto-Powered Neobank
Chain Reaction Host Jose Maria Macedo sits down with Stani Kulechov - Founder & CEO of Aave. Aave is one of the leading DeFi protocols with nearly $3B in TVL and $4B in loans originated. Originally known as ETHLend, Aave launched its ICO in 2017 and unlike most, built through a brutal multi-year bear market that saw its price drop >90%. The team’s persistence was rewarded with a truly epic 2020 as TVL grew 1000x (from $300K to $3B) and market cap grow ~150x (from $10M to $1.5B). Most importantly, the team has continued to innovate at breakneck space, pioneering features such as flash loans, delegated credit lines, collateral swaps and entirely new governance structures. In this conversation, we skip over much of the now well-covered Aave back story and focus on covering new ground. We discuss things like: * What makes a good protocol founder & CEO, * What Stani looks for as an angel investor, * How Stani sees the competitive landscape, * Aave’s e-money license and plans to become a neobank, * Aave’s biggest mistakes in 2020 and focuses for 2021, * ...and much more Show Notes: (3:35) – Stani’s background and what brought him to crypto (9:45) – Angel investing: What does Stani look for in projects & founders? (13:57) – Learnings from being a Protocol CEO (19:31) – Biggest mistakes and learnings from 2020 (23:47) – Aave’s e-money license and what it will enable (28:39) – Aave’s Protocol and Application Layers (31:43) – Aave’s Application Layer as a DeFi Aggregator (33:16) – Application value capture (38:14) – The potential of the Safety Module as an Insurance Product. (40:47) – Delegated Credit and unlocking yield aggregation (52:24) – Competitive moats in DeFi (58:42) – Thoughts on Compound Chain (01:01:13) – Thoughts on Algorithmic Stablecoins (01:03:34) – Thoughts on CREAM, the Yearn conglomerate and “Protocol M&A”? (01:08:39) – Aave’s new Governance Standard (01:15:14) – How does Stani see the future of Protocol Politicians? (01:20:14) – Stani´s Expectations / Strategic Focuses for 2021. Resources: * Stani’s Twitter: * Aave’s Twitter: * Aave website: * Jose's Twitter: * Delphi Podcast Twitter: More * Our Video interviews Can Be Viewed Here: * Access Delphi's Research Here: Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host may personally own tokens that are mentioned on the podcast. Lets Talk Bitcoin is a distribution partner for the Chain Reaction Podcast, and our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product or service. Delphi’s transparency page can be viewed here.
1 hr 24 min
The Crypto Conversation
The Crypto Conversation
Brave New Coin
Axie Infinity & the blockchain gaming play to earn revolution
Axie Infinity is a Pokémon-inspired blockchain-based digital pet universe where players can earn tokens through gaming. Players can battle, collect, breed, and build a kingdom for their pets. Like CryptoKitties, Axies are non-fungible tokens (NFTs) represented as cryptographically unique characters that can’t be replicated. And like Pokémon, they are born to battle. While Axie can be just a game, it has built a strong social network, passionate community, and emerging jobs platform due to the play to earn opportunities it is generating. Guest: Jeff Zirlin Why you should listen: Jeff grew up playing games like Neopets, Pokémon, and World of Warcraft. “I played so much WOW that my parents sent me to boarding school,” he says. “I’ve always been a collector. As I kid my dad and I would collect fossils and insects. And as a lifelong gamer, I’m a digital collector as well, so I was predisposed to be interested in blockchain gaming.” The blockchain gaming play to earn revolution started to gain traction after it emerged that a large community of players in the Philippines was earning money playing Axie Infinity. Jeff says "Most game companies sell in-game resources, items, and upgrades. With Axie there's an in-game resource that you need to create more Axies and it's called the love potion. So most game developers would sell this love potion, and people would pay for it. In Axie we don't sell it ourselves, the only way that love potions can be created is by people playing the game. Players who have big Axie collections need the love potion to breed Axies and have to buy the token from a liquidity pool on UniSwap or from Binance. So players can earn a basic income and we've seen that with the rise in value of ETH, this can appreciate significantly.” Key takeaway: The power of blockchain games is that they're becoming more than games. They're becoming places that we can live, work, and play. The eventual vision is to create a Metaverse similar to Ready Player One where people spend the majority of their time. “We believe in a future where work and play become one,” says Jeff. “And we believe in empowering our players and giving them economic opportunities.” To do this the Axie team is committed to aligning the incentives of the Axie community. Players can earn the AXS governance token. The token economics were designed by Delphi Digital. Delphi Digital has invested a significant amount of capital in buying several extremely rare Mystic Axies. If Axie Infinity continues to gain traction Mystic Axies will grow in value in the future. Jeff says “We’re seeing the rise of Mystic Axies and other NFTs as a true asset class. This trend accelerated when Delphi Digital picked up some of the rarest Axies in the game, like quadruple Mystics, triple Mystics. You can think of Mystics as rare and valuable skins. It makes sense that there's a lot of interest around NFTs and it makes sense because we live in a digital world.” Supporting links: Axie Infinity Delphi Digital on Axie Leverj Jeff on Twitter Andy on Twitter Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.
51 min
ROLLUP: 2nd Week of January
🚀 SUBSCRIBE TO NEWSLETTER: ✊ STARTING GUIDE BANKLESS: ❤️ JOIN PRIVATE DISCORD: 🎙️ SUBSCRIBE TO PODCAST: 👕 BUY BANKLESS TEE: ----- GO BANKLESS WITH THESE SPONSOR TOOLS: ⭐️ AAVE - BORROW OR LEND YOUR ASSETS 🚀 GEMINI - MOST TRUSTED EXCHANGE AND ONRAMP 💳 MONOLITH - GET THE HOLY GRAIL OF BANKLESS VISA CARDS 📈 KWENTA | DEVIRATIVES TRADING WITH INFINITE LIQUIDITY ----- BTC Price In the last 7 days: - Touched $42,000 - Fell down to $31,000 - Regained $40,000. - Currently at $39,500 ETH Price - Touched $1,350 - Fell to $900 - Currently above $1,200 TVL in DeFi - From $22.8 to $23.3B $DPI - From $185 to $208 $MKR particularly interesting price action Retail entering; judging by exchange twitter followers Market Dumps because of overleverage: Numbers are bigger now Price swings, volume Coinbase volume Reminder: ETH futures on the horizon RELEASES Tether on a ZK Rollup Nexus mutual offering insurance on exchanges Bitcoin hashrate tokenized on Ethereum Connecting all the rollups with Vector? Cloudflare and IPFS - Your ethereum address is now accessible by any browser without an extension ETH staking inside Argent Synthetix announces Optimistic Rollup transition plan Coinbase Asset Hub NEWS Gemini going public?? Gemini BTC credit card Gary Gensler is new SEC chair. We did it. Anchorage Becomes First OCC-Approved National Crypto Bank - CoinDesk Morgan Stanly owns 10% of Microstrategy 70,470 BTC, 10.9% is MS’s, 7681 BTC claimed to morgan stanly Pakistan using funds to mine BTC 2.5% of ETH supply in Gnosis safe TAKESSushi on the rise Erik Voorhees on protocol competition Brian Brooks “Get Ready for Self-Driving Banks” Bitcoin is less risky as NGU Ryan on ICOs - were ICOs net good or net bad? pistol for Web3 decentralization Mark Cuban on internet tech stocks Bitcoin in race for adoption ahead of CBDCs ----- Don't stop at the video! Subscribe to the Bankless newsletter program Visit the official Bankless website Follow Bankless on Twitter Follow Ryan on Twitter Follow David on Twitter ----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research. Disclosure. From time-to-time we may add links in this channel to products we use. We may receive commission if you make a purchase through one of these links. We'll always disclose when this is the case
53 min
The Blockchain Debate Podcast
The Blockchain Debate Podcast
Richard Yan
Motion: Tether has always been acting in bad faith (Bennett Tomlin vs. Larry Cermak, co-host: Patrick McKenzie)
Guests: *Bennett Tomlin (@bennetttomlin)* *Larry Cermak (@lawmaster)* Host: *Richard Yan (@gentso09) Patrick McKenzie (@patio11, special co-host) * Today’s motion is “Tether has always been acting in bad faith.” This topic is very relevant for today’s markets because Tether is simultaneously an incredibly important, if not the most important, source of on-ramp liquidity for crypto, and a controversial, legally-challenged, blackbox operation that make market participants worry about their undesirable dealings and, worse, imminent collapse. We previously had a similar debate on this with Matthew Graham from Sino Global Capital vs Cas Piancey, the independent crypto commentator and Tether skeptic. So definitely check that out. Today’s debaters are Larry from the Crypto publication and Bennett Tomlin, another crypto commentator and Tether skeptic. The episode was also co-hosted by Patrick McKenzie, who also did extensive independent research on Tether. If you’re into crypto and like to hear two sides of the story, be sure to also check out our previous episodes. We’ve featured some of the best known thinkers in the crypto space. If you would like to debate or want to nominate someone, please DM me at @blockdebate on Twitter. Please note that nothing in our podcast should be construed as financial advice. Source of select items discussed in the debate (and supplemental material): * Paper claiming unbacked Tether drove BTC price: * * Papers dispelling the above notion: * * * Patrick McKenzie comprehensive history of Tether: * Bennett Tomlin blog: * The Block publication: * Amy Caster Tether timeline: Guest bios: Bennett Tomlin regularly publishes articles about fraud in the crypto space via his blog. His dayjob is data scientist and fraud investigator in the pharmacy benefits area. Larry Cermak is Director of Research and Analysis at The Block, a crypto research, analysis and news outlet geared toward institutional investors. Patrick McKenzie is a Tokyo-based entrepreneur and commentator. He wrote a thorough recount of the Tether controversy on his personal website. Patrick works for the Internet at Stripe. All comments are his own.
1 hr 16 min
Bitcoin Audible (previously the cryptoconomy)
Bitcoin Audible (previously the cryptoconomy)
Guy Swann
Read_485 - Why Bitcoin Is Not a Ponzi Scheme [Lyn Alden]
“From the beginning, Bitcoin has remained an open source and fully transparent project, and has the most organic growth trajectory of the industry. Given available information, the market has priced it as it sees fit, out in the open.” - Lyn Alden Bitcoin is a Ponzi, say the detractors. Their arguments never seem anymore sophisticated, and sound increasingly desperate as Bitcoin continues to defy their view. Is there any truth to this? Well Lyn Alden decides to break it down for us, using a range from the most narrow, to the most broad view of a Ponzi, and lays out Bitcoin’s history, network effects, & open nature against it, to make the rather obvious case in hindsight, that Bitcoin, is indeed, Not a Ponzi scheme. Check out the original for a few great graphics and charts to better visualize the argument, and to support/follow the work both of LynAlden, and the excellent Swan Bitcoin blog: Support the show at and start auto-buying your Bitcoin stack using the best service in the space! Get $10 FREE for signing up with my link and support the podcast at the same time: Don’t forget to explore our awesome sponsors and their products at the links below: BitBox - Minimal, user friendly, secure, Swiss made, open source, hardware wallet ( - The first Free, no-fee exchange & Bitcoin banking services! ( --- Send in a voice message:
1 hr 5 min
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