Bankless
Bankless
Jan 15, 2021
ROLLUP: 2nd Week of January
Play • 53 min

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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 https://twitter.com/lawmaster/status/1348220777498353665?s=20

Market Dumps because of overleverage: https://twitter.com/kaiynne/status/1348486588045668353?s=20

Numbers are bigger now Price swings, volume https://twitter.com/MessariCrypto/status/1348769821220069382?s=20

Coinbase volume https://twitter.com/lawmaster/status/1348895884315156481?s=20

Reminder: ETH futures on the horizon https://www.cmegroup.com/media-room/press-releases/2020/12/16/cme_group_to_launchetherfuturesonfebruary82021.html

RELEASES

Tether on a ZK Rollup https://www.theblockcrypto.com/post/90738/tether-usdt-hermez-ethereum-layer-2-scaling-solution-zk-rollups

Nexus mutual offering insurance on exchanges https://www.coindesk.com/nexus-mutual-decentralized-insurance-cover-coinbase-binance-kraken-gemini

Bitcoin hashrate tokenized on Ethereum https://www.theblockcrypto.com/post/90847/poolin-bitcoin-hashrate-token-pow-defi

Connecting all the rollups with Vector? https://medium.com/connext/vector-0-1-0-mainnet-release-9496ae52c422

Cloudflare and IPFS - Your ethereum address is now accessible by any browser without an extension https://blog.cloudflare.com/cloudflare-distributed-web-resolver/

ETH staking inside Argent https://www.argent.xyz/blog/liquid-eth-staking-in-argent/

Synthetix announces Optimistic Rollup transition plan https://blog.synthetix.io/the-optimistic-ethereum-transition/ Coinbase Asset Hub https://blog.coinbase.com/introducing-coinbase-asset-hub-our-open-invitation-to-asset-issuers-f9d5f0be609d

NEWS

Gemini going public?? https://www.theblockcrypto.com/linked/91251/winklevoss-twins-weighing-taking-gemini-public Gemini BTC credit card https://techcrunch.com/2021/01/14/gemini-is-launching-a-credit-card-with-bitcoin-rewards/ Gary Gensler is new SEC chair. https://www.reuters.com/article/us-usa-biden-sec-exclusive/exclusive-biden-to-name-gary-gensler-as-u-s-sec-chair-sources-say-idUSKBN29H2PQ We did it. https://twitter.com/valkenburgh/status/1349717095425183747?s=20 Anchorage Becomes First OCC-Approved National Crypto Bank - CoinDesk https://www.coindesk.com/anchorage-becomes-first-occ-approved-national-crypto-bank Morgan Stanly owns 10% of Microstrategy https://www.coindesk.com/morgan-stanley-boosts-stake-in-bitcoin-laden-microstrategy-to-10-9 70,470 BTC, 10.9% is MS’s, 7681 BTC claimed to morgan stanly Pakistan using funds to mine BTC https://decrypt.co/53918/pakistan-is-now-using-government-funds-to-mine-bitcoin

2.5% of ETH supply in Gnosis safe https://twitter.com/gnosisSafe/status/1349685149408112646?s=20

TAKESSushi on the rise https://twitter.com/ashwath_22/status/1349090698788626432?s=20 Erik Voorhees on protocol competition https://twitter.com/ErikVoorhees/status/1349548038822502400?s=20

Brian Brooks “Get Ready for Self-Driving Banks” https://www.ft.com/content/c1caca5b-01f7-41be-85a4-3ecb883f2417

Bitcoin is less risky as NGU https://www.coindesk.com/bitcoin-bill-miller-cnbc-volatility-risk

Ryan on ICOs - were ICOs net good or net bad? https://twitter.com/RyanSAdams/status/1347599685356314626?s=20Starting pistol for Web3 decentralization https://twitter.com/FEhrsam/status/1348316470258794496?s=20 Mark Cuban on internet tech stocks https://twitter.com/RyanSAdams/status/1348698853072130057?s=20 Bitcoin in race for adoption ahead of CBDCs https://www.coindesk.com/bitcoin-race-for-adoption-central-bank-digital-currencies -----

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----- 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

The Blockchain Debate Podcast
The Blockchain Debate Podcast
Richard Yan
Motion: Ethereum is too early for institutional money (Lyn Alden vs. Qiao Wang)
Guests: *Lyn Alden (**twitter.com/lynaldencontact**)* *Qiao Wang (**twitter.com/qwqiao**)* Host: *Richard Yan (**twitter.com/gentso09**) * Today’s motion is “Ethereum is too early for institutional money.” Quite a few institutions have voted with their feet on Bitcoin. This ranges from corporate treasuries to money managers. At what point will Ethereum catch the attention of non-crypto native capital allocators? Our debaters today are Lyn Alden and Qiao Wang, both well known in crypto circles. Lyn wrote a well-researched article arguing that from an institutional perspective, Ethereum feels like an unfinished product and isn’t likely to pick up significant interest in the short run. Qiao has been looking at Ethereum as an investment in its early days, and it’s fair to say he has been a perma-bull.  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. By the way, we're planning episodes on CBDC, centralized lending versus de-centralized lending, the fad of NFT or non-fungible tokens, whether Bitcoin is good for America and whether Bitcoin is good for the environment. So if you're interested or know someone that would be interested in debating, please feel free to 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): * Lyn's investment strategy website: https://lynalden.com * DeFi alliance: https://defialliance.co/ * Grayscale ETHE trust: https://grayscale.co/ethereum-trust/ * John Pfeffer paper on crypto value accrual: https://medium.com/john-pfeffer/an-institutional-investors-take-on-cryptoassets-690421158904 Guest bios: Lyn Alden runs an investment research service for both retail and institutional investors at LynAlden.com. Her focus is on fundamental investing with a global macro overlay, with a specialization in currency differentials and equity valuations. She also manages financial operation of an aviation simulation research facility. Qiao Wang is a macro and crypto investor. He is one of the founders for DeFi Alliance, an accelerator for decentralized finance projects. Previously, Qiao Wang helped build Messari, a startup aiming to create Bloomberg for the crypto markets. Prior to that, Qiao was a quantitative trader. He ran R&D teams and helped build two trading businesses at IMC and Tower Research.
1 hr 6 min
The Scoop
The Scoop
The Block
Bloomberg's ETF whisperer says the SEC could approve a BTC ETF
Regulators in Canada approved two bitcoin exchange-traded funds (ETFs) in recent days, marking the first approvals of their kind for North America. Since launch, the products have seen considerable inflows. With the demand for a bitcoin ETF now proven, many wonder what a Canadian approval could mean for a U.S. offering.  The Scoop spoke with Eric Balchunas, a senior ETF analyst at Bloomberg, about what an approved bitcoin ETF means for the landscape. During this week's episode Balchunas broke down the winding road to approval and why Canada was always likely to be a first. Now that Canada has its BTC ETFs, he argued that an approval from the U.S. Securities and Exchange Commission (SEC) is just around the corner. "I think it's just a matter of the SEC coming around, and then once they come around mentally, I imagine it will happen pretty quickly," he said. "But again, I'm not in that bubble. I'm not a regulatory analyst. That's just my sense from talking to people." How Canada has historically been a proving ground for novel financial products. The differences and similarities in the Canadian and U.S. approval processes. Why Balchunas thinks 2021 will be the year of a U.S. BTC ETF approval. Why it's only a matter of time before a meme ETF launches. This episode is brought to you by Kraken Whether you’re an experienced crypto trader or just starting out, Kraken has the tools to help you achieve financial freedom. With 50+ cryptocurrencies to choose from, industry-leading security and a wide variety of features to suit any investing strategy, Kraken puts the power in your hands to buy, sell and trade digital assets. Visit Kraken.com to get started today.
38 min
Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns  | Industry Trends
Blockcrunch: For Global Crypto Investors | Investment Theses | Project Breakdowns | Industry Trends
Jason Choi
NFTs for Skeptics: Bubble or New Paradigm? - Nick Tomaino, Ep. 134
I've been a vocal skeptic of NFTs as investments in the long term. To challenge my view, veteran crypto VC and ex-Coinbase early employee, Nick Tomaino (@NTMoney), joins us to debate: * How do you value digital collectibles? * The enforceability of moats in NFTs * Are NFTs in a bubble? * How large is the NFT opportunity? * NFT projects Nick is most excited about Host: Jason Choi (@MrJasonChoi). This show is not financial advice; show host and guest may hold some of the assets discussed. ------------- Sponsors ------------- CRYPTO.COM: Crypto.com serves 10M+ customers, providing them with a powerful alternative to traditional financial services through their App, Visa Card, Exchange and DeFi offerings. On the Crypto.com Exchange, you can buy coins at up to 50% off and mine the hottest DeFi tokens in one-click. Plus, you get paid a 2% deposit bonus, and up to 10% APR of interest by staking CRO! Sign up for the Crypto.com Exchange. BITTREX GLOBAL: You can now trade tokenized stocks like Google, Netflix, Amazon and Alibaba on Bittrex Global. Users can trade 24/7 globally, even purchase fractions of a share. Sign up now: https://global.bittrex.com/discover/tokenized-stocks. ------------- Disclosures ------------- Musical credits: Underground Stars by Loxbeats https://spoti.fi/34tPBBO Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://bit.ly/underground-stars Music promoted by Audio Library https://youtu.be/vpJDMD2EzkA 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.
51 min
Unchained
Unchained
Laura Shin
Unconfirmed: Coinbase's S-1: The Number That May Make the Exchange Nervous - Ep.215
Jeff Roberts, executive editor at Decrypt and author of “King of Crypto: One Startup’s Quest to take Cryptocurrency Out of Silicon Valley and Onto Wall Street” talks about Coinbase going public. In this episode we discuss: * Jeff's biggest takeaways from Coinbase’s S-1 filing (0:56) * why institutions are choosing Coinbase (2:42) * how Coinbase going public feels like validation for bitcoiners (4:37) * issues Coinbase may face as a business that currently generates 96% of revenue through transaction fees (6:25) * Why Surojit Chatterjee has so much equity in Coinbase (11:29) * why Coinbase has only invested $130 million in crypto through its corporate treasury (12:26) * whether or not decentralized exchanges like Uniswap pose a threat to Coinbase, and whether unregulated centralized exchanges might squeeze them from the other end (15:41) * challenges Coinbase will face going forward (19:13) * how well the stock will do once it's listed (20:05) * Crypto News Recap (20:59) Thank you to our sponsor! Crypto.com: https://bit.ly/3jzkTAD Download the Crypto.com app here: https://crypto.onelink.me/J9Lg/laurashinpodcasttesla Episode Links Jeff Roberts Twitter: https://twitter.com/jeffjohnroberts Personal Website: https://jeffjohnroberts.com/ Decrypt: https://decrypt.co Kings of Crypto: https://store.hbr.org/product/kings-of-crypto-one-startup-s-quest-to-take-cryptocurrency-out-of-silicon-valley-and-onto-wall-street/10436 Coinbase S-1 Filing Information S-1 Form: https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm Coinbase Profit: https://decrypt.co/59347/coinbase-big-profit-for-2020-ahead-of-milestone-ipo-direct-listing S-1 Deep Dive: https://www.theblockcrypto.com/post/95921/coinbases-s-1-public-filing-is-now-public-setting-stage-for-a-direct-listing-on-nasdaq Sending to Satoshi Nakamoto: https://decrypt.co/59509/coinbase-s-1-filing-bitcoin-satoshi-nakamoto + https://twitter.com/laurashin/status/1364954956571279369 Share Distribution: https://decrypt.co/59439/coinbase-insiders-very-rich-goes-public Pre-IPO Shares: https://www.theblockcrypto.com/linked/96057/coinbase-pre-ipo-shares-ftx-s1 Armstrong Income: https://www.coindesk.com/coinbase-sec-form-s-1 Balance Sheet: https://www.theblockcrypto.com/post/96021/coinbase-says-holds-bitcoin-btc-on-balance-sheet Transaction Revenue: https://twitter.com/lawmaster/status/1364972834167148548 Link to the Crypto News Recap: https://unchainedpodcast.com/the-one-figure-in-the-coinbase-s-1/
34 min
What Bitcoin Did
What Bitcoin Did
Peter McCormack
Sovereign Bonds & Bitcoin with Lyn Alden
“Yield curve controls are like rocket fuel for all of these inflationary assets. If they try to suppress yields while inflation moves up this summer thats rocket fuel for all these scarce assets.” — Lyn Alden Location: Remotely Date: Thursday 25th Feb Company: lynalden.com Role: Macroeconomist Bitcoin is not slowing down after its massive start to 2021, and February has been another incredibly bullish month for bitcoin.  First, following Tesla's announcement that they bought $1.5bn of bitcoin for their corporate treasury, the price surged above $50,000 for the first time. A few days later, with the bitcoin price at $53,763, the market capitalisation of bitcoin broke $1 trillion. Although bitcoin has since dropped back below the $1 trillion market cap, some analysts have suggested that if bitcoin can hold above that level, this de-risks bitcoin as an investment. With this, some institutional investors may begin to see bitcoin as a more feasible option. In this interview, I talk to Lyn Alden, a macroeconomist and investment strategist. We discuss Tesla buying bitcoin, MicroStrategy's billion-dollar raise, hitting a $1 trillion market cap and the sovereign bond market. This episode’s sponsors: Kraken - The best place to buy, sell & trade Bitcoin BlockFi - The future of Bitcoin financial services Sportsbet.io - Online sportsbook & casino that accepts Bitcoin Casa - The leading provider of Bitcoin multisig key security. Exodus - The world's leading Desktop, Mobile and Hardware crypto wallets. Ledger - State of the art Bitcoin hardware wallet ----- WBD314 - Show Notes ----- If you enjoy The What Bitcoin Did Podcast you can help support the show by doing the following: Become a Patron and get access to shows early or help contribute Make a tip: Bitcoin: 3FiC6w7eb3dkcaNHMAnj39ANTAkv8Ufi2S QR Codes: Bitcoin If you do send a tip then please email me so that I can say thank you Subscribe on iTunes | Spotify | Stitcher | SoundCloud | YouTube | Deezer | TuneIn | RSS Feed Leave a review on iTunes Share the show and episodes with your friends and family Subscribe to the newsletter on my website Follow me on Twitter Personal | Twitter Podcast | Instagram | Medium | YouTube If you are interested in sponsoring the show, you can read more about that here or please feel free to drop me an email to discuss options.
1 hr 9 min
The Wolf Of All Streets
The Wolf Of All Streets
Scott Melker | BlockWorks Group
Achieving "Hyperbitcoinization" with Alex Adelman, CEO of Lolli
Earning cashback has always been boring - you earn pennies on the dollar in points that you may never use. Lolli transformed the rebate industry by offering Bitcoin as a reward, boosting global exposure and giving 10x the rewards that competitors offer with fiat. It is Lolli’s unique position between merchants and consumers that is pushing global adoption. The path to hyperbitcoinization is paved with free Bitcoin for people who have never held it before. In this episode, Melker and Adelman discuss a range of topics including: ・Democratization of commerce ・Death of retail ・Bitcoin as a payments rail ・Omni channels and atomic swaps ・The forefront of consumer and merchant adoption ・Corporations selling Bitcoin ・Central banks adding Bitcoin to the balance sheet ・Hyperbitcoinization ・Removing the middleman ・Open minded maximalism ---- MAKERSPLACE MakersPlace is the go-to premium marketplace for purchasing rare digital artworks from the world’s top creators (Ie. José Delbo, Trevor Jones, Pak, SSX3LAU, Shu Lea Cheang). New artworks are dropped twice a week, where they typically sell out within seconds of release and have been reselling several months later, upwards of 10x. Subscribe for exclusive drop notifications at https://makersplace.com/thewolf ---- Legacy of Dead  This episode was brought to you by Bitcasino. The worlds leading Bitcoin-led online casino and crypto-centric gaming destination. Wager your way into a world of opportunity, with the ultimate Fun, Fast and Fair crypto-casino experience.  Deposit, wager, and withdraw in real-time with a host of top cryptocurrencies, including Bitcoin (BTC), Ethereum (ETH), LiteCoin (LTC), Tether (USDT), TRON (TRX), Ripple (XRP), and more!  Use the promo link Bitcasino.io/Scott, to unlock your 200 FREE SPINS in the Legacy of Dead Promotion. ---- Join the Wolf Den newsletter: ►►https://www.getrevue.co/profile/TheWolfDen/members ---- If you enjoyed this conversation, share it with your colleagues & friends, rate, review, and subscribe. This podcast is presented by Blockworks. For exclusive content and events that provide insights into the crypto and blockchain space, visit them at: https://www.blockworks.co
55 min
Bitcoin Audible
Bitcoin Audible
Guy Swann
Read_499 - The Bitcoin Black Hole Effect [William Clemente]
"If the US Dollar really was to reach an uncontrollable level of inflation, a last move by the Fed may be to do this same trade on a Federal level by printing dollars to acquire Bitcoins to stack on their balance sheet. Only time will tell." - William Clemente III Today we read an excellent piece from bitrawr.com by William Clemente on the various feedback loops that could lead not only to the qualitative loss of trust in the fiat system, but a quantitative pull to earn a near risk-free position in the Bitcoin collateralized lending markets. Edited in part by Preston Pysh who has discussed this idea in greater depth, what happens when multiple feedback loops within the Bitcoin markets converge to make it an increasingly liquid, low risk, high yield asset? It creates a Bitcoin Black Hole. The Bitcoin Black Hole Effect: https://www.bitrawr.com/the-bitcoin-blackhole-effect For other great articles and episode mentioned in this show, check out the links below: Read 489 - The Cantillon Effect 2.0: https://bitcoinaudible.com/?p=5678 Asset DNA - Speculative Attack: https://bitcoinaudible.com/?p=5714 Bitcoin is the Great Definancialization: https://bitcoinaudible.com/?p=5554 The MacroVoices episode on Interest Rates: https://www.macrovoices.com/946-macrovoices-259-louis-vincent-gave-as-inflationista-as-they-come A huge thank you to our amazing sponsors: SwanBitcoin - The #1 place to setup your automatic Bitcoin savings plan! (SwanBitcoin.com/guy) BitBox - Minimal, user friendly, secure, Swiss made, open source, hardware wallet (guyswann.com/BitBox) LVL.co - The first Free, no-fee exchange & Bitcoin banking services! (guyswann.com/lvl) --- Send in a voice message: https://anchor.fm/thecryptoconomy/message
1 hr 7 min
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