All Episodes
Sept. 29, 2020
Deep Dive: Polychain Capital | Betting Early on Crypto Capital Coordination?
Market structure. Evolution of “capital coordination” in crypto. Successful bets.
Sept. 25, 2020
Deep Dive: DeFiance Capital | Separating DeFi FUD from Fundamentals ?
Arthur Cheong, also known as Arthur_0x, is Founder and CIO of DeFiance Capital.
Sept. 18, 2020
Deep Dive: Pantera Capital | The Longest Running Crypto Fund
Evolving investment thesis. Crypto investments in Asia. Future of scalability protocols.
Sept. 1, 2020
Deep Dive: Camila Russo | Uncovering DeFi, the Killer Use Case of the Infinite Machine ️🌈 ?
Ethereum's Gifting Culture. The Defiant media. The Infinite Machine.
Aug. 23, 2020
Deep Dive: Alpha5 | Building Infrastructure for Sustainable Liquidity Mining?
Funding on leveraged exchanges. Liquidity mining. Tokenized insurance fund.
Aug. 21, 2020
Deep Dive: Lemniscap | From Uniswap to Mooniswap - Automated Market Makers in the New Age? [Part 1]
Evolution of Automated Market Makers. On-chain options trading. DeFi token design.
Aug. 14, 2020
Deep Dive: Volt Capital | Forming an Institutional Alliance in DeFi?
DeFi yield aggregators. Bitcoin in DeFi. DeFi Alliance.
Aug. 11, 2020
Deep Dive: Mechanism Capital | From Maker to Tendies: New Forms of Grand Economic Systems?
Incentivizing user behavior. Decentralized governance. Contrarian views.
June 11, 2020
Deep Dive: Unstacking John McAfee (Part 1)
Politics. Hallucinogens. Entrepreneurship. Crypto
June 3, 2020
Deep Dive: Unstacking with Layer 1 | How is the Peter-Thiel Backed Mining Company Betting on Vertical Integration?
Mining first principles. Supply chain independence. Vertical integration.
May 27, 2020
Deep Dive: Bixin | Why is the 6600 BTC Fund Going All In ?
Mining economics. Decentralization. BTC fund.
May 19, 2020
Deep Dive: Adaptive Analysis | Unstacking with a Bitcoin Mining Researcher
Mining research. Mining cost curve. Global Monetary Inflation.
May 11, 2020
Deep Dive: MinerUpdate | Making Bitcoin Mining Sexy Again
Bitcoin Halving. Institutionalization of mining. China.
May 5, 2020
Deep Dive: JST Capital | The Philosophy that Wins (Risk, Volatility, Crypto)
Risk and volatility. Global macro. Flawed financial models.
May 1, 2020
Deep Dive: Amber Group | Why are Bespoke Crypto Options in Demand?
Crypto derivatives. Bespoke options. Asia v. the West.