Real Vision senior editor Ash Bennington welcomes Kevin Chou, founder & CEO of Rally, and Hugh Hendry, founder of Eclectica Asset Management, to discuss how Rally is using tokenization to create an ecosystem for content creators. From live music to gaming, Rally is building a community of various content creators who are chosen and vetted by Rally token holders democratically. Chou, Hendry, and Bennington dive into the intricacies of the Rally network and how Chou's background in gaming shap...
May 07, 2022•12 min
Financial journalist Cami Russo, breaks down what initially drew her to cover the ever-growing crypto market. Russo joins Ash to discuss how all of this led her to create The Defiant, and touches on the future of cryptocurrencies. Learn more about your ad choices. Visit podcastchoices.com/adchoices
May 07, 2022•30 min
A reformed lawyer, Liquity founder Robert Lauko met Vitalik Buterin in 2015 in Switzerland. After that fateful encounter, Lauko decided to dedicate his professional time to developing crypto projects. His first venture is a decentralized borrowing protocol with DNA similar to MakerDAO’s but with the Ethereum blockchain as its base layer. Among its intriguing set of incentives, Liquity offers borrowers the opportunity to pay an up-front fee rather than an interest rate over time. Its ability to o...
May 06, 2022•11 min
What does inflation being at a 40-year high mean for crypto? After the gas war, is Bored Ape Yacht Club’s Otherside metaverse really going to move chains? And what does Elon’s latest Twitter troll mean for the BAYC and NFTs in general? The Defiant’s Robin Schmidt joins Real Vision’s Ash Bennington to break down all that and more. Robin and Ash also touch on Solana, Bitcoin, and whether we’re in crypto’s version of the dot-com bust. Recorded on May 4, 2022. Learn more about your ad choices. Visit...
May 05, 2022•44 min
Chris Sullivan and Rishi Narang of digital asset manager Hyperion Decimus join Real Vision's Ash Bennington for a wide-ranging conversation about quant trading in the crypto space, with an emphasis on how their respective backgrounds have influenced their approach to markets. Narang says there are no new strategies in alpha land, noting, "I've looked under the hoods of 3,000 to 5,000 quant funds… there's nothing new under the sun." However, there are new ways to determine valuations for cryptos,...
May 04, 2022•12 min
U.S. Rep. Tom Emmer, a Republican from Minnesota, has introduced a number of bills on cryptocurrency and blockchain technology, including the Securities Clarity Act, which would provide a clearer definition of digital assets under current laws. An advocate for the technology, he’s also co-chaired the Congressional Blockchain Caucus since 2018. Rep. Emmer understands its potential, both as an intermediary in traditional finance and in its ability to empower people. In conversation with Real Visio...
May 03, 2022•11 min
Ben Whitby, who oversees strategic partnerships and regulatory affairs at Qredo, welcomes Lex Sokolin, the head economist at Consensys, for a high-level discussion about the legal issues that could affect the growth of DeFi as well as the larger themes and core beliefs shaping the industry's future. The world is gravitating toward populism, according to Sokolin, and away from the centralized control of sovereigns, and this ideological shift reverberates in our software. What might this mean for ...
May 02, 2022•13 min
Ever wondered why the crypto industry seems to promise much higher yield than TradFi institutions? Alex Mashinsky, CEO of the Celsius Network, gives us an inside look. Traditional yield generation methods like lending, arbitrage, and market making work in tandem with new innovations like coin staking and are further exploitable due to the immense demand and volatility of the crypto industry. Mashinsky shares his journey growing up in several different countries and his experiences that led him t...
May 01, 2022•11 min
Marshall Hayner and his company, Metallicus , are making it easier than ever to buy, sell, and trade crypto. Marshall joins Ash to break down how Metal is building their infrastructure and touches on the future of Web 3.0 Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 30, 2022•41 min
"I had been making far more money trading crypto,” explains Dr. Ray Ng, Alt-Tab Capital co-founder and CIO, “than I ever did in the medical profession." In conversation with Exponential Age Asset Management CIO Moritz Seibert, Ng talks about why he transitioned from medical doctor to full-time crypto trader. He lays out Alt-Tab Capital's multi-strategy approach to investing in digital assets, including its use of DeFi yield farming and dynamic dollar-cost averaging as well as its risk mitigation...
Apr 29, 2022•12 min
It’s almost as if he tweeted it into reality: Elon Musk's $44 billion, $54.20 per share takeover bid has been approved by Twitter’s board of directors. And, of course, everyone had something to say. The Defiant’s Camila Russo and Robin Schmidt join Real Vision’s Ash Bennington to talk about the crypto community’s reaction to the free speech champion’s big deal. Other hot topics up for discussion during this week’s episode include Akutars’ flawed NFT launch that locked up $34 million of ETH and O...
Apr 28, 2022•44 min
"For altcoins to do well, we need Bitcoin to go parabolic or… through a bear market," says Ben Cowen, CEO of Into The Cryptoverse. “The best strategy [in those cases]... is just to be heavy Bitcoin." In a wide-ranging discussion with Real Vision's Ash Bennington, Cowen assesses Bitcoin's technical profile using Bitcoin dominance, logarithmic regression analysis, and on-chain data. He also explains how to determine the market cycle phase by watching fair value and the lower bound level of regress...
Apr 27, 2022•14 min
Heavyweights like Amazon Web Services dominate the cloud space with centralized databases. But Bluzelle, a decentralized storage network, has quickly established itself as a viable alternative for creators. Bluzelle is producing high-quality games, protecting players’ NFTs, and leveraging DeFi yields with its 10,000 TPS Cosmos-based blockchain. Co-founder and CEO Pavel Bains joins Santiago Velez, co-founder and division lead of R&D at Block Digital, to talk about Bluzelle’s product offerings...
Apr 26, 2022•10 min
Kevin Kelly, co-founder of Delphi Digital, and Real Vision CEO and co-founder Raoul Pal reflect on Web 3.0 and community-driven social tokens. Kelly has spoken with several professionals in this adolescent industry such as Cooper Turley of Friends With Benefits, Jack Spallone of HIFI Labs, Jeff Kaufman of Jump, Jeff Sloss of Seed Club, and creators themselves like Micah Johnson. It’s been a memorable learning experience, and his conviction in the promise of social and community tokens is even st...
Apr 25, 2022•49 min
We continue to see incumbent corporations experimenting with Web 3.0 projects, especially in the NFT space. Jeff Kauffman, founder of Jump, has experience working for one of the largest Web 2.0 social media platforms. However, after having moral disagreements with the prevailing business model, he has transitioned his talents towards the decentralized universe of communities. Kauffman sits down with Kevin Kelly, co-founder of Delphi Digital, to discuss his experience leaving the world of Web 2.0...
Apr 24, 2022•11 min
Anatoly Yakovenko, CEO and co-founder of Solana, joins Eric Kryski, CEO and co-founder of Bidali, to expound upon the inner workings of Solana, an Ethereum competitor solving for speed and scalability. Yakovenko shares the unexpected journey of how the Solana team came to be and the non-trivial task of developing an entirely new consensus algorithm to differentiate it from typical Proof of Stake chains at the time. Yakovenko and the team pioneered "Proof of History", which involves cryptographic...
Apr 23, 2022•15 min
Exponential Age Asset Management CIO Moritz Seibert probes the mind of Martin Green, CEO and Co-CIO of Cambrian Asset Management. Moritz and Martin discuss different quantitative investment strategies and their application to the digital asset market, a space like no other. Martin shares how he handles trading in the spot market versus the derivatives market, and he explains how data influences crypto trading generally. It’s a fascinating conversation that breaks down the similarities and the di...
Apr 22, 2022•15 min
It's finally here: Coinbase NFT Marketplace has been released in beta mode for users who signed onto the waitlist. With more than 85 million users, the talk is it will shake up the whole NFT ecosystem. The Defiant’s Camila Russo and Robin Schmidt join Real Vision’s Ash Bennington to offer some perspective. This episode also includes an update on recent market action, a conversation about the Moonbird project, and a review of the Beanstalk Farms drama – a decentralized credit based stablecoin pro...
Apr 21, 2022•49 min
How do you distinguish trading signals amid all the noise financial markets create? Technical analyst Dean Carr from C The Light Trading joins Real Vision's Ash Bennington to explain how he spots trends in crypto price action using a wide range of indicators over multiple time frames. "As a technical analyst, I'm trying to smooth out the trend," says Carr, noting that to do so "you need to move on to larger time frames." Carr focuses on Bitcoin, Ethereum, layer 1 protocols, and privacy coins, hi...
Apr 20, 2022•10 min
Ever wondered what it’s like to manage a crypto investment firm? Leigh Drogen, the CEO of Starkiller Capital, is walking that walk, and he joins Corey Hoffstein, the CIO of Newfound Research, to describe his journey so far. Leigh explains to Corey how, in his experience, TradFi investment trading strategies such as momentum- and/or trend-following can lead to above-average performance in the crypto space as well. Their conversation highlights the importance of a healthy balance between consisten...
Apr 19, 2022•11 min
Brett Harrison is helping one of the world’s richest crypto billionaires, Sam Bankman-Fried, build one of the “most sophisticated derivative products in the world.” Harrison is president of FTX, the crypto exchange Bankman-Fried co-founded in May 2019 with daily trading volume of approximately $14 billion. Harrison joins Real Vision’s Ash Bennington to talk about FTX’s growth strategy, particularly its ambitions in the U.S. He shares his thoughts on how regulation will influence growth, and, yes...
Apr 18, 2022•12 min
Real Vision senior editor Ash Bennington hosts Silvio Micali, founder of Algorand, to discuss Micali’s journey into crypto, the founding of Algorand, the power of randomness, zero knowledge proofs, and future of evolvability of blockchain protocols. When Micali discovered Bitcoin and Buterin’s blockchain dilemma—that no blockchain can all at once be decentralized, secure, and scalable—he knew there had to be way to solve this problem. He explains that in cryptographic systems, it’s easy to sprea...
Apr 17, 2022•1 hr 32 min
Rob Frasca, co-founder and managing partner of COSIMO Ventures, joins Ash Bennington to discuss how his experience in the Navy influenced is career in the tech and finance space and how his company, COSIMO X, is innovating the blockchain community. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 16, 2022•35 min
Just how bad is Meta’s plan to take a nearly 50% cut of digital asset sales in its virtual world? Is Coinbase’s partnership for a film trilogy with Bored Ape Yacht Club a sign of things to come? Is Web3 living up to its decentralized and distributed promise, or have corporate influences already corrupted it? The Defiant’s Camila Russo and Robin Schmidt join Real Vision’s Elaine Ly to talk about a wild week of NFT, Web3, and metaverse news, including the launch of Aku’s Akutars and the issue of r...
Apr 15, 2022•41 min
Exponential Age Asset Management CIO Moritz Seibert welcomes co-founder and CIO Darius Sit for a deep dive into the investment management strategies employed at Singapore-based digital asset trading firm QCP Capital. Sit and Seibert cover a wide range of derivatives-related topics, including options market dynamics, volatility market depth, and cash-and-carry trades. Sit also assesses the crypto market in 2022 and shares his post-ETH 2.0 Ethereum forecast. Recorded on April 5, 2022. Learn more a...
Apr 15, 2022•12 min
What's driving the crypto sell-off? Francis Hunt shifts from Market Sniper to Crypto Sniper to sort through the competing narratives on recent price action with Real Vision's Ash Bennington. Hunt emphasizes macroeconomic factors, noting the positive correlation between Bitcoin and tech stocks. "I can't give flagrant moon calls in this environment," says Hunt, adding "a caution to the downside" would be his stance. Hunt and Bennington also break down the DeFi market, highlighting Luna's outperfor...
Apr 14, 2022•14 min
What do the brightest minds in the space consider when they think about the design of a central bank digital currency (CBDC)? Anders Brownworth, Principal Software Architect at The Federal Reserve Bank of Boston, joins Real Vision's Ash Bennington for a journey through Project Hamilton, a joint initiative between the Federal Reserve and MIT to investigate the technical feasibility of a general-purpose CBDC. One goal of this project is to make them faster than existing legacy systems and new bloc...
Apr 12, 2022•13 min
The COVID-19 pandemic accelerated the digitization of “everything,” and, now, both consumers and investors are looking to gain more exposure to digital assets. Sunayna Tuteja, the Chief Innovation Officer of the Federal Reserve System, joins Colleen Sullivan of BH Digital to discuss her commitment to leading change at the nexus of finance, technology, and policy. Tuteja sheds some light on the Fed’s efforts to launch a central bank digital currency (CBDC). And she offers an “insider’s insider” p...
Apr 11, 2022•11 min
Raoul Pal, CEO & co-founder of Real Vision, sits down with Dominic Williams, chief scientist & founder of DFINITY, to discuss DFINITY's progress towards constructing a scalable, secure, blockchain-based internet. DFINITY redefines what people think about blockchain. Williams describes novel concepts such as "Node Nervous System" and "Zero Knowledge Identity", which he believes to be pivotal stepping stones in constructing a new, decentralized internet. Filmed on June 16, 2021. Learn more...
Apr 10, 2022•10 min
Steve Kurz, Global Head of Asset Management at Galaxy Digital, joins Ash Bennington on the first episode of Building Blocks to discuss when he first heard about Bitcoin, the composability of crypto, the current state of DeFi, and so much more. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Apr 09, 2022•44 min
