Michael Sonnenshein, Managing Director at Grayscale Investments joins the show. In this episode we discuss: Grayscale's record quarter, raising $503.7 million in Q1 2020 The pace of institutional adoption of passively managed crypto asset products Thoughts on Libra, the halvening and other upcoming events in the cryptoasset industry Learn more about Grayscale at Grayscale.co and follow them on Twitter @GrayscaleInvest...
Apr 22, 2020•40 min•Ep. 70
Sal Ternullo, Director and Cryptoasset Services Co-Lead at KPMG joins the show. In this episode we discuss: KPMG's cryptoasset practice and the types of engagements they are leading for large enterprises Sal's views on cryptoassets and security tokens including barriers to adoption for enterprises The outlook for M&A activity in this industry Learn more about KPMG's cryptoasset practice here ....
Apr 20, 2020•39 min•Ep. 70
Matt and Nic review the top stories of the week in the cryptoasset industry. This week's topics include: Deal activity More bailout angst A discussion of Libra's second iteration The lawsuit against the Maker Foundation Grayscale's monster Q1 Blogs we enjoyed reading this week
Apr 17, 2020•39 min•Ep. 68
Bob Davis, the founder of Lycos and General Partner at Highland Capital Partners joins the show. In this episode we discuss: Bob's entrepreneurial journey, from taking Lycos from founding to IPO in 9 months, to an eventual $5.5 billion exit Perspectives on the venture industry and the impact of COVID-19 on the capital formation environment Comparisons of the blockchain industry to the early internet era General thoughts on Bitcoin's macro narrative and the evolution of the market infrastructure ...
Apr 15, 2020•45 min•Ep. 67
Brian Klein, trial attorney at Baker Marquart , joins the show. Brian has represented clients in the crypto industry since 2014 and has been involved in some of the most impactful cases in that time. In this episode: How he got his start at the San Jose bitcoin conference in 2013 Representing Erik Voorhees in a case relating to SatoshiDice Whether the SEC has provided sufficient clarity on the application of the Howey test to token issuance Brian's view on the Hinman guidance on the security to ...
Apr 13, 2020•56 min•Ep. 66
Matt and Nic review the top stories of the week in the cryptoasset industry. This week's topics include: Fidelity connecting to ErisX The sad fate of office plants Gold mining on asteroids More crypto dollarization The class action suits against Bitfinex, Block One, and others Retail vs institutional buying of Bitcoin The best articles published this week and much more
Apr 10, 2020•41 min•Ep. 65
Tom Jessop, the President of Fidelity Digital Asset Services and Tom Chippas, the CEO of ErisX join the podcast. In this episode we discuss: - Today's announcement that Fidelity Digital Assets is now connecting to ErisX as a venue for procuring cryptoassets - General perspectives on how COVID-19 impacts blockchain companies - Fidelity and ErisX's respective roadmaps and plans for 2020 Learn more about ErisX at www.ErisX.com Learn more about Fidelity Digital Assets at www.fidelitydigitalassets.co...
Apr 09, 2020•51 min•Ep. 64
Alex Treece, the president and cofounder of Zabo, joins the show. How a background in private equity equipped him to think about crypto as a asset class Why Alex founded his startup, Zabo Why there are so few successful examples of utility tokens How tokens sit in the asset class taxonomy Why token value accretion is reliant on an informal contract with the issuer Distinctions between tokens that represent real world securities and natively accretive cash flow tokens which resemble securities Wh...
Apr 06, 2020•1 hr 14 min•Ep. 63
Matt and Nic review the top stories of the week in the cryptoasset industry. This week's topics include: Binance's acquisition of CoinMarketCap Factom's insolvency Telegram's latest setback in court Recent stablecoin growth Nic's piece on bailouts in Coindesk and much more news of the week
Apr 03, 2020•37 min
Adam Draper, co-founder of BoostVC, an accelerator and venture fund focused on Sci-Fi technologies joins the show. In this episode we discuss: - Adam's advice for portfolio companies navigating the current COVID 19 crisis - His thesis on Virtual Reality and what categories he is most excited about - His journey in crypto, from being an early investor in Coinbase to present - Book recommendations Learn more about Boost at Boost.vc and follow Adam on Twitter @adamdraper...
Apr 01, 2020•41 min•Ep. 61
Larry White, economics professor at George Mason University and senior fellow at the Cato Institute's Center for Monetary and Financial Alternatives, joins the show to discuss free banking, the history of dollarization, and the prospects for a crypto-native banking system. In this episode: - Why CBDCs might not be a good idea - The legacy of dollarization in Ecuador - How the Scottish free banking system worked - What would have to change for free banking to re-emerge today - The prospects for B...
Mar 30, 2020•1 hr 17 min•Ep. 60
Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - Deals of the Week - Dislocations in the gold markets - The effects of the -16% difficulty adjustments in BTC - Thoughts on the stimulus package - Quarantine reading suggestions and much more news of the week
Mar 27, 2020•36 min•Ep. 59
Jurrien Timmer, the Director of Global Macro at Fidelity Investments, joins the podcast. In this episode we discuss: - Jurrien's career trajectory and how he became the Director of Global Macro at Fidelity - His views on the current crisis in the context of other dislocations he has seen in his 25+ year career - Perspectives on the unprecedented interventions that we are seeing from the Federal government - The outlook for Gold, Bitcoin and other store of value assets - A best and worst case sce...
Mar 25, 2020•43 min•Ep. 58
David Vorick, the founder of Nebulous and the blockchain Sia, joins the show to discuss Sia and its latest layer 2, Skynet . We also cover David's experience as an ASIC manufacturer, and what he learned about blockchain security models and the merits of ASICs versus GPUs. In this episode: How Sia is different from other decentralized storage platforms Different models for financing protocol development The story behind Nebulous' settlement with the SEC How Skynet represents the completion of the...
Mar 25, 2020•1 hr 10 min•Ep. 57
Open Money Initiative founder Alejandro Machado joins the show to explain how Bitcoin is actually used in Venezuela, and how the country is dollarizing in real time. In this episode: How a power cut has been linked to a recent dollarization movement in Venezuela, and how dollar usage became decriminalized Whether dollarization has improved the prospects of everyday Venezuelans Why Maduro is actually in favor of partial dollarization How bitcoin allows you to import a system of credible property ...
Mar 23, 2020•1 hr 25 min•Ep. 56
Patrick South, VP of Development at the Chamber of Digital Commerce joins the show. In this episode we discuss: The mission of the Chamber of Digital Commerce and the policy initiatives that the organization is advocating for The line of demarcation between security and non-security tokens and a possible path forward for a safe harbor provision The potential impact of the travel rule and FATF guidelines Patrick's quarantine book and show recommendations...
Mar 21, 2020•46 min•Ep. 55
Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - Market Commentary - Deals of the Week - Attestiv, Coase and other news - Quarantine Tips and much more news of the week
Mar 20, 2020•46 min•Ep. 54
Nicos Vekiarides, the cofounder and CEO of Attestiv joins the show. Attestiv is a company that builds software to prove the authenticity of photos and videos using public blockchains to timestamp these records. In this podcast we discuss: - The benefits of public blockchains as public notary systems - Use cases for deep fake detection in the insurance industry - Tooling and user experience building on public blockchains Learn more about Attestiv at www.attestiv.com...
Mar 18, 2020•35 min•Ep. 53
Douglas Jackson, the founder of E-gold, arguably the first widely-used electronic medium of exchange, appears on the show. In this episode we discuss: - Douglas' motivations for starting E-gold - His disagreements with his cypherpunk contemporaries - Why private monetary issuers might be more responsible than public ones - The challenge of creating an open payments system which is also compliant - His critiques of stablecoins and native-unit cryptocurrencies
Mar 16, 2020•2 hr 7 min•Ep. 52
Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - Market Turmoil - Market Infrastructure - Deals and much more news of the week
Mar 13, 2020•26 min•Ep. 51
Jeremy Allaire, the co-founder and CEO of Circle joins the show. In this episode we discuss: - Jeremy's entrepreneurial journey and the original vision for Circle - The geopolitical impact of US Dollars on public blockchains - The goals of USDC - Circle Platform Services, a new product launching today - The regulatory environment globally for cryptoassets and much more
Mar 10, 2020•1 hr 3 min•Ep. 50
Matthew Le Merle, the co-founder and Managing Partner of Fifth Era, Keiretsu Capital and Blockchain Coinvestors joins the podcast. In this episode we discuss: - Matthew's career arc and how he came to understand the potential impact of blockchain technology - Building Blockchain Coinvestors, and the investment strategy of investing in blockchain venture capital funds - Predictions and analysis on institutional custody, stablecoins, Bitcoin adoption in emerging markets and more Learn more about M...
Mar 09, 2020•55 min•Ep. 49
Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - Deals of the week - India's Supreme Court Ruling - South Korea regulation - OFAC issues - Treasury meeting with industry leaders and much more news of the week
Mar 07, 2020•22 min•Ep. 48
Joseph Jacks of OSS Capital joins the show. In this episode we discuss: - What constitutes commercial open source, and how this differs from regular open source projects - the history of the open source software movement - why programmers contribute unpaid to open source projects - whether tokens are required to monetize open source OSS Capital: https://oss.capital/ The COSS Index: https://docs.google.com/spreadsheets/d/17nKMpi_Dh5slCqzLSFBoWMxNvWiwt2R-t4e_l7LPLhU/edit#gid=0 Joseph's Twitter: ht...
Mar 02, 2020•1 hr 31 min•Ep. 47
Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - Deals of the week - SEC denies another Bitcoin ETF - SEC whacks Steven Seagal - Ripple Moneygram payments - Central Bank Digital Currency - Binance jurisdiction shopping and much more news of the week
Feb 28, 2020•30 min•Ep. 46
Sunayna Tuteja, the Head of Digital Assets and DLT at TD Ameritrade, appears on the show. On this episode we discuss: - What guides TD's decision making in this asset class - How they think about blockchain/DLT versus Bitcoin - Crypto ideology versus crypto agnosticism - Her career trajectory to date - Lessons from being a pilot
Feb 24, 2020•1 hr 2 min•Ep. 45
Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - Deals of the week - Enigma settles with the SEC - Fcoin lost user funds - Tim Draper bought 2.5% of Aragon - DeFi infrastructure - Neel Kashkari's thoughts on crypto and much more news of the week
Feb 21, 2020•49 min•Ep. 44
Balaji Srinivasan is an angel investor and entrepreneur. He was formerly the CTO of Coinbase, a General Partner at Andreessen Horowitz, and the co-founder of Earn.com, Counsyl, Teleport and Coin Center. In this episode we discuss: - the 100x' crypto has delivered over traditional finance - how Balaji's views of what Bitcoin is good for have changed over time - the 'sovereign collective' versus the sovereign individual - whether Twitter is a functioning digital commonwealth and the prospects for ...
Feb 17, 2020•1 hr 32 min•Ep. 43
Matt and Nic from Castle Island Ventures review the top stories of the week in the cryptoasset industry. This week's topics include: - BlockFi raise - Other deals - JPM spinout? - USDC and much more news of the week
Feb 15, 2020•30 min•Ep. 42
Jake Chervinsky the General Counsel of Compound joins the podcast. In this episode we discuss: - The history of securities markets in the US - The Howey test in plain language - Whether commodities can transmute to securities, and vice versa - Why markets function best with regulation - The purpose of open finance - Being a bitcoiner at an ethereum-focused company
Feb 10, 2020•1 hr 24 min•Ep. 41
