66 min listen
”Battle of The Boomers”; Interview with Crypto Thought Leaders Meltem Demirors and Brian Kelly
FromOn The Tape
”Battle of The Boomers”; Interview with Crypto Thought Leaders Meltem Demirors and Brian Kelly
FromOn The Tape
ratings:
Length:
70 minutes
Released:
Feb 12, 2021
Format:
Podcast episode
Description
Guy, Dan and Danny discuss this week’s volatility event in the cannabis space (3:25), the state of tech valuations and M&A (9:40) amidst news on TikTok and Walmart/Oracle and rumored talks between Pinterest and Microsoft. We breakdown the changing market structure with payment for order flow company Virtu Financial (17:39).
The co-hosts interview crypto investors Meltem Demirors and Brian Kelly (22:03), and debate the pillars of the bull case for bitcoin as we see more publicly-traded companies put bitcoin on their balance sheets. Dan gets meme-d (are we using that correctly?) by Meltem as she describes what bitcoin and decentralized finance represent for the next generation of investors and what this all has to do with the WallStreetBets traders and GME volatility.
Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.
Follow the co-hosts:
Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.
Follow @GuyAdami on Twitter.
Follow Danny Moses @DMoses34 on Twitter.
Follow Brian Kelly: @BKBrianKelly and BKCM.co
Crypto Resources from Meltem Demirors @Melt_Dem:
QE Dystopia and Corporate Bitcoin Adoption https://coinshares.com/research/qe-dystopia-bitcoin-adoption
A Little Bit of Bitcoin Goes a Long Way – Our CoinShares Research on bitcoin allocation strategies in traditional portfolios https://coinshares.com/research/a-little-bitcoin-goes-a-long-way
Bitcoin’s Role in an Investment Portfolio https://coinshares.com/research/bitcoins-role-in-an-investment-portfolio
More on Breach – the new bitcoin insurance company https://www.insurancebusinessmag.com/us/news/cyber/breach-places-industryfirst-crypto-insurance-policy-245260.aspx
The co-hosts interview crypto investors Meltem Demirors and Brian Kelly (22:03), and debate the pillars of the bull case for bitcoin as we see more publicly-traded companies put bitcoin on their balance sheets. Dan gets meme-d (are we using that correctly?) by Meltem as she describes what bitcoin and decentralized finance represent for the next generation of investors and what this all has to do with the WallStreetBets traders and GME volatility.
Shoot us an email at contact@riskreversal.com with any feedback, questions, or suggestions going forward and follow us @OnTheTapePod.
Follow the co-hosts:
Dan Nathan is @RiskReversal on Twitter and you can subscribe to his email list at RiskReversal.com.
Follow @GuyAdami on Twitter.
Follow Danny Moses @DMoses34 on Twitter.
Follow Brian Kelly: @BKBrianKelly and BKCM.co
Crypto Resources from Meltem Demirors @Melt_Dem:
QE Dystopia and Corporate Bitcoin Adoption https://coinshares.com/research/qe-dystopia-bitcoin-adoption
A Little Bit of Bitcoin Goes a Long Way – Our CoinShares Research on bitcoin allocation strategies in traditional portfolios https://coinshares.com/research/a-little-bitcoin-goes-a-long-way
Bitcoin’s Role in an Investment Portfolio https://coinshares.com/research/bitcoins-role-in-an-investment-portfolio
More on Breach – the new bitcoin insurance company https://www.insurancebusinessmag.com/us/news/cyber/breach-places-industryfirst-crypto-insurance-policy-245260.aspx
Released:
Feb 12, 2021
Format:
Podcast episode
Titles in the series (100)
Selloff, SPACs, Symphonies and Schopenhauer; Interview with Paul Rabil: Guy, Dan, and Danny discuss the tech rebound, rate action, and more bullish sentiment (1:00), NFTs, what they mean for crypto, and big moves by financial services companies (10:18). They also break down SPACs, Roblox’s direct listing, and the state... by On The Tape