37 min listen
Why Crypto Funds Shut Down | Weekly Roundup
FromEmpire
ratings:
Length:
80 minutes
Released:
Jul 1, 2022
Format:
Podcast episode
Description
In this episode of Empire's Weekly Roundup, Jason and Santi discuss this week's biggest stories. CeFi continues to implode, funds are facing redemptions and Bitcoin miners are in trouble. What could be the catalyst out of this mess? How has Santi changed his mind about DeFi? Tune in to find out!
Highlights include:
- Why Santi changed his mind on undercollateralized loans in DeFi
- What is happening with CoinFLEX and Roger Ver
- 3AC officially defaults
- Why users aren't ready to use DeFi
- Jason and Santi's bet on the next crypto catalyst
- A potential Bitcoin miner death spiral
- What is a high watermark
- Arthur Hayes' predictions
- Are we just reliant on the Fed?
- Maker DAO is buying T-Bills
- Jason/Santi book recommendations
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
- -
Referenced in the show:
Jill Gunter of Espresso Systems
https://twitter.com/jillrgunter
Ryan Swanson (Blockworks Research Analyst)
https://twitter.com/ryan_swansonx
--
BitMEX is back and better than ever. Sign up for BitmEX's new Spot Exchange for a chance to win a piece of $500,000 in BTC (new users).
Learn more about them at https://www.bitmex.com/
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(03:01) State of the Market
(09:45) Bearish On Undercollaterized Loans
(12:15) CoinFLEX, Roger Ver and More Contagion
(19:08) Will People Use DeFi?
(26:25) A Privacy & Security Bet
(29:06) Voyager Issues Default Notice to 3AC
(29:58) Bitmex Ad
(30:56) BTC Miner Death Spiral
(42:26) Funder Redemptions ft. Arthur Hayes
(50:25) Closing Crypto Funds & High Watermarks
(59:10) MakerDAO Vote to Buy T-Bills
(1:04:20) Catalyst For The Next Cycle
(1:11:20) Crypto's Progress
(1:15:48) New Episodes and Book Recommendations
--
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Highlights include:
- Why Santi changed his mind on undercollateralized loans in DeFi
- What is happening with CoinFLEX and Roger Ver
- 3AC officially defaults
- Why users aren't ready to use DeFi
- Jason and Santi's bet on the next crypto catalyst
- A potential Bitcoin miner death spiral
- What is a high watermark
- Arthur Hayes' predictions
- Are we just reliant on the Fed?
- Maker DAO is buying T-Bills
- Jason/Santi book recommendations
- -
Follow Santi: https://twitter.com/santiagoroel
Follow Jason: https://twitter.com/JasonYanowitz
Follow Empire: https://twitter.com/theempirepod
Subscribe on YouTube: https://tinyurl.com/4fdhhb2j
Subscribe on Apple: https://tinyurl.com/mv4frfv7
Subscribe on Spotify: https://tinyurl.com/wbaypprw
- -
Referenced in the show:
Jill Gunter of Espresso Systems
https://twitter.com/jillrgunter
Ryan Swanson (Blockworks Research Analyst)
https://twitter.com/ryan_swansonx
--
BitMEX is back and better than ever. Sign up for BitmEX's new Spot Exchange for a chance to win a piece of $500,000 in BTC (new users).
Learn more about them at https://www.bitmex.com/
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(03:01) State of the Market
(09:45) Bearish On Undercollaterized Loans
(12:15) CoinFLEX, Roger Ver and More Contagion
(19:08) Will People Use DeFi?
(26:25) A Privacy & Security Bet
(29:06) Voyager Issues Default Notice to 3AC
(29:58) Bitmex Ad
(30:56) BTC Miner Death Spiral
(42:26) Funder Redemptions ft. Arthur Hayes
(50:25) Closing Crypto Funds & High Watermarks
(59:10) MakerDAO Vote to Buy T-Bills
(1:04:20) Catalyst For The Next Cycle
(1:11:20) Crypto's Progress
(1:15:48) New Episodes and Book Recommendations
--
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
Released:
Jul 1, 2022
Format:
Podcast episode
Titles in the series (100)
Joe Lubin, Ethereum Co-Founder, on why assets are moving from Wall Street to Crypto: Jason sits down with Joe Lubin, Co-Founder of Ethereum and CEO and Founder of ConsenSys. by Empire